Jobs at GM financial
523,980 open positions
GM Financial, the financing arm of General Motors, has built a reputation for integrating cutting‑edge technology into auto‑financing and leasing. With headquarters in Detroit and a digital platform that serves millions of customers worldwide, the company is a leading player in automotive fintech.
Hiring spans software engineering (full‑stack, mobile, data), product management, data science, cybersecurity, finance, compliance, risk, and marketing. Candidates can expect competitive salaries, flexible work arrangements, and opportunities to work on large‑scale, customer‑facing solutions.
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Marketing Manager - Nikkei Asia Americas
Company: Financial Times
Location: New York City, NY
Posted Apr 26, 2024
<p>Nikkei Asia part of the Nikkei Group is a premier Englishlanguage publication offering unrivaled insights and analysis on Asias economy politics and culture We strive to bring detailed reporting from across Asia to a global audience Our mission is to enable our readers to make informed decisions by providing a deep understanding of the regions corporate economic and political landscapes<p> <p>The role will report into the Financial Times corporate subscriptions business FT Professional and is initially for a period of one year<p> <p><strong>Role Overview<strong><p> <p>The Marketing Manager for Nikkei Asia Americas will spearhead our efforts to enhance brand awareness and generate new leads for the Nikkei Asia publication within the US This role combines traditional marketing strategies with direct customer engagement including event organization and strategic customer visits to expand Nikkei Asias footprint and influence in the region<p> <p><strong>Key Responsibilities<strong><p> <ul><li>Develop and implement a comprehensive marketing strategy tailored for the American audience focusing on increasing brand awareness and generating leads for Nikkei Asia<li> <li>Identify and develop synergies and crosssell opportunities across the customers of the Financial Times corporate subscriptions business FT Professional and other Financial Times businesses including FT Specialist and FT Live <li> <li>Lead the planning and execution of marketing campaigns employing a mix of traditional and digital marketing tools to achieve set objectives<li> <li>Organize and manage customerfacing activities such as our attendance at industry events webinars and customer visits to build strong relationships and foster brand loyalty<li> <li>Collaborate closely with the Nikkei Asia sales team to ensure alignment between marketing strategies and sales objectives thereby enhancing the sales pipeline and supporting revenue growth<li> <li>Analyze market trends and consumer behavior in the Americas to adapt and optimize marketing strategies accordingly<li> <li>Manage and optimize the use of the marketing budget to achieve the best return on investment including negotiating with and managing thirdparty vendors and agencies<li> <li>Represent Nikkei Asia at various industry events and forums within the Americas enhancing the brands visibility and engagement with key stakeholders<li> <li>Facilitate crossfunctional teams within the region ensuring effective communication and coordination between departments to support marketing initiatives<li> <ul><p><strong>Organizational Interlocks<strong><p> <ul><li>Brand team<li> <li>Comms team<li> <li>Product Marketing<li> <li>Regional Marketing<li> <li>Customer Success Management team <li> <li>Sales Programme team <li> <li>Marketing operations <li> <li>Product and Technology team<li> <ul><p><br ><p><p><strong>Required Experience amp Skills<strong><p> <ul><li>Proven experience in brand marketing development and lead generation ideally within the publishing or media industry<li> <li>Expertise in executing multifaceted marketing campaigns both traditional and digital<li> <li>Strong analytical skills to evaluate marketing performance and adapt strategies <li> <li>Excellent communication and interpersonal skills with the ability to engage and build relationships with stakeholders at all levels<li> <li>Knowledge of the American market and its unique characteristics with the ability to adapt strategies to meet regional demands<li> <li>Bachelors degree in marketing business or a related field<li> <li>Japanese speaker desirable but not essential<li> <ul><p><strong>Education Requirements <strong><p> <ul><li> <p>Bachelors degree in marketing business or a related field<p> <li> <ul><p><strong>What We Offer<strong><p> <ul><li>A dynamic and challenging role in a prestigious international publication with the opportunity to make a significant impact on our growth in the Americas<li> <li>A supportive and inclusive work environment that values diversity and inclusion<li> <li>Competitive salary and benefits package including flexible working arrangements to support worklife balance<li> <li>Opportunities for professional development and career advancement within The Financial Times and Nikkei Group<li> <ul><p><strong>Application Process<strong><p> <p>Interested candidates should submit a resume and a cover letter outlining their qualifications and how they can contribute to the success of Nikkei Asia in the Americas<p> <p><strong>Further Information<strong><p> <p>This position pays in the range of $75000$85000 depending on experience <p> <p><br ><p><p>LIAR1<p> <p><br ><p>
Senior Engineer II - Flutter
Company: Bread Financial
Location: Columbus, OH
Posted Apr 28, 2024
<p><strong><b><b>Every career journey is personal Thats why we empower you with the tools and support to create your own success story <b><b><strong> <p> <p><strong><b>Be challenged Be heard Be valued Be you be here<b><strong> <p> <p><strong><b>Job Summary<b><strong> <p> <p>The Engineer II uses code to create APIs andor microservices to connect core platforms to experiences This role is responsible for understanding business problems and designing developing configuring testing and deploying software to provide the solution The Engineer II most often use agile techniques and are a part of a larger crossfunctional team Depending on the team this roles responsibilities may include building pipelines building test strategy and building cloud environments to be used in part of the development processes The Engineer IIs responsibility is to ensure the delivery of the software is high quality and automated <p> <p><strong><b>Job Description<b><strong> <p> <p><b>Essential Job Functions<b> <p> <ul><li><b>Software Development <b>Utilize the software development lifecycle to implement technology solutions that create and enhance applications Inspect analyze and translate functional and nonfunctional requirements into technical design application code and configuration parameters Produce design specifications including screen layouts graphical user interfaces and printed outputs developed for self and others Convert technical design and specifications into functioning components through the development of application code and configuration Provide technical oncall support as defined within team and role expectations <li> <ul><ul><li><b>Coding<b> Create and execute unit tests to ensure issues are proactively identified within the software development lifecycle Analyze code to identify cause of errors and defects Remediate known errors within development and production support contexts Review application code for self and others Define support and enforce code standards and guidelines relevant to the applications and technologies being supported Estimate and size work based upon highlevel requirements Continuously improve applications and processes with a focus on quality efficiency and user experience <li> <ul><ul><li><b>Communication amp Leadership <b>Cultivate relationships across roles and organizations to maximize collaboration partnership and efficiency Provide peer coaching and feedback formally and informally Request and utilize feedback to foster personal development Work autonomously providing technical supervision to peers while demonstrating appreciable business knowledge within the general financial services and marketing domains Strive to influence the team to generate support to achieve desired business outcomes <li> <ul><p><b>Reports To <b>Technology Head of Engineering <p> <p><b>Direct Reports <b>None <p> <p><b>Working Conditions Physical Requirements <b> <p> <ul><li>Normal office environment<li> <li>Some travel may be required This position is hybrid with an onsite schedule of 34 days a month Inoffice requirements are subject to change based on business needs This position is currently available to candidates that reside within 60 miles of Columbus OH Chadds Ford PA Plano TX Draper UT Wilmington DE or New York NY<li> <ul><p><b>Minimum Qualifications <b> <p> <ul><li>Bachelors Degree or equivalent experience in Information Technology Computer Science Computer Information Systems Software Engineering Mathematics Statistics or related area<li> <li>2+ years of related work experience<li> <ul><p><b>Preferred Qualifications<b> <p> <ul><li>Bachelors Degree or equivalent experience in Information Technology Computer Science Computer Information Systems Software Engineering Mathematics Statistics or related area<li> <li>5+ years of related work experience<li> <ul><p><b>Knowledge Skills and Abilities<b> <p> <ul><li>Flutter programming language experience with DART in Android iOS Native<li> <li>Push Notifications<li> <li>Blinking<li> <li>Routing within the application<li> <li>UI UX implementation<li> <li>Unit Testing<li> <li>Integration Testing<li> <li>Familiarity with developing plugins and packages<li> <ul><p>This job description is illustrative of the types of duties typically performed by this job It is not intended to be an exhaustive listing of each and every essential function of the job Because job content may change from time to time the Company reserves the right to add andor delete essential functions from this job at any time <p> <p><b>Typical Starting Range <b> <p> <p>$12050000 $21830000 <p> <p><b>Full Salary Range for position<b> <p> <p>California $13860000 $27290000 <p> <p>Colorado $12050000 $22920000 <p> <p>New York $13250000 $27290000 <p> <p>Washington $12650000 $25110000 <p> <p>The actual base pay within this range may be dependent upon many factors which may include but are not limited to work location education experience and skills <p> <p>Bread Financial offers medical prescription drug dental vision and other voluntary benefits including basic and optional life insurance supplemental medical plans and short and longterm disability to eligible associates regular fulltime associates scheduled to work 30 hours per week or more and their spousesdomestic partners and children under the age of 26 New associate elected coverage begins on date of hire with the exception of disability coverage which has a 6month waiting period Six weeks of 100 paid parental leave for eligible parents is available after a 180day waiting period Hired associates can immediately enroll in Bread Financials 401k plan <p> <p>All associates receive 11 paid holidays Associates have discretion in managing their time away from work through the Flexible Time Off FTO program and may need to notify and receive approval from their manager prior to taking the time off Associates except those located in Illinois receive 80 hours of Paid Sick and Safe Time PSST upon hire and at the beginning of each subsequent calendar year Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire and at the beginning of each subsequent calendar year Illinois Paid Leave must be used before associates in Illinois will be approved to take FTO <p> <p>Hired associates will be able to elect the purchase company stock during offering periods in June and December You will be eligible for an annual incentive bonus based on individual and company performance <p> <p>Click here for more Benefits information <p> <p><b>About Bread Financial <b> <p> <p>At Bread Financial youll have the opportunity to grow your career give back to your community and be part of our awardwinning culture Weve been consistently recognized as a best place to work nationally and in many markets and were proud to promote an environment where you feel appreciated accepted valued and fulfilledboth personally and professionally Bread Financial supports the overall wellness of our associates with a diverse suite of benefits and offers boundless opportunities for career development and nontraditional career progression <p> <p>Bread FinancialTM is a techforward financial services company providing simple personalized payment lending and saving solutions The company creates opportunities for its customers and partners through digitally enabled choices that offer ease empowerment financial flexibility and exceptional customer experiences Driven by a digitalfirst approach data insights and whitelabel technology Bread Financial delivers growth for its partners through a comprehensive suite of payment solutions that includes private label and cobrand credit cards and Bread Pay™ buy now pay later products Bread Financial also offers directtoconsumer products that give customers more access choice and freedom through its branded Bread CashbackTM American Express® Credit Card and Bread SavingsTM products <p> <p>Headquartered in Columbus Ohio Bread Financial is powered by its approximately 7000 global associates and is committed to sustainable business practices <p> <ul><li>Bread Financial offers competitive pay a comprehensive selection of benefit options including 401k<li> <li>The Company is an Equal Opportunity Employer<li> <li>Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for the Company<li> <li>The Company participates in EVerify<li> <li>The Company will consider for employment all qualified applicants including those with a criminal history in a manner consistent with the requirements of all applicable federal state and local laws including the Los Angeles Fair Chance Initiative for Hiring Ordinance the San Francisco Fair Chance Ordinance and the New York City Fair Chance Act Applicants with criminal histories are encouraged to apply<li> <li>The Company complies with the Americans with Disabilities Act ADA as amended and all applicable statelocal laws The Company will provide accommodations to applicants needing accommodations to complete the application process Applicants with disabilities may contact the Company to request and arrange for accommodations If you need assistance to accommodate a disability you may request an accommodation at any time Please contact the Recruiting Team at TaOpsbreadfinancialcom<li> <ul><p><b>Job Family <b> <p> <p>Information Technology <p> <p><b>Job Type <b> <p> <p>Regular<p>
Senior Software Architect | Remote
Company: Cardinal Financial Company, Limited Partnership
Location: Remote
Posted Apr 28, 2024
<p><strong>Who We Are<strong> <p> <p>Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers partners and employeesto provide the very best experience We are genuine and hardworking individuals who are not scared to improve and intentionally push beyond what is considered good enough Looking to join a growing company that values its people innovates and expands on its proprietary technology Apply below <p> <p><strong>Who We Need<strong> <p> <p>The Senior Software Architect is responsible for designing scalable software solutions from idea conception to code implementation as well as mentoring other engineers As a Senior Software Architect you should have mastery of architectural patterns and best practices as well as frontend and backend coding languages development frameworks and thirdparty libraries <p> <p><strong>What You Will Do<strong> <p> <ul><li>Collaborate with a greater engineering team in an agile environment<li> <li>Partner with Leadership Executive Management and key business stakeholders to identify and solve software requests and needs<li> <li>Take part in architectural discussions create architectural specifications and perform architectural reviews of software stories<li> <li>Identify technical debt<li> <li>Identify optimization opportunities in the system<li> <li>Create concrete plans to remove technical debt<li> <li>Create concrete plans to increase performance in the system<li> <li>Mentor other engineers in best practices and team conventions and standards<li> <li>Participate in code reviews and daily interactions to ensure our application meets our high standards <li> <li>Find ways to improve our applications and how we work allowing us to make more happen with less<li> <ul><p> <strong>What You Need<strong> <p> <ul><li>Bachelors degree in Computer Science or related field required<li> <li>10 years of software development experience on a largescale web application required<li> <li>3 years experience working in Software Architecture preferred<li> <li>Experience with generative AI preferred<li> <li>Experience with AI APIs preferred<li> <li>Mortgage banking or financial experience preferred<li> <li>You communicate well whether youre getting specs from a stakeholder writing those specs explaining a design to your colleagues or patiently helping a user <li> <li>Demonstrated ability to analyze a feature story and design a robust solution for it You can create specs for complex business rules and calculations<li> <li>You write welldesigned code that you and others will find easy to understand and modify six months from now <li> <li>Demonstrated ability to review code and specifications ensuring high quality standards of other engineers stories<li> <li>Demonstrated skill with designing and implementing complicated software stories<li> <li>Mastery of objectoriented design and how to implement your designs in Java <li> <li>Comfortable with Linux commands and tools<li> <li>Demonstrated success in designing good databases and your SQL skills are solid<li> <li>Demonstrated success building UIs using HTML CSS and Javascript <li> <li>Demonstrated success implementing HTTP XML integrations with thirdparty systems<li> <li>You love a fast environment with a lot of churn You take pleasure in creation chaos spontaneity change debate and silence<li> <li>Youre passionate about great code design great UX security performance and testing <li> <li>You pride yourself on understanding projects top to bottom<li> <li>Youre comfortable working in a team where each of us has a huge impact and we depend on each other to get things done <li> <li>You enjoy working alone or working with others Youre comfortable doing things even when youre not told exactly what to do<li> <ul><p> <strong>What We Offer<strong> <p> <ul><li>Strength Stability and Vision<li> <li>Great compensation package<li> <li>Opportunity for career growth<li> <li>A commitment to be a relevant market leader we are aiming for the top<li> <li>Octane our engineered proprietary technology that is transforming the mortgage industry<li> <li>An empowered culture where your ideas are important and your voice matters<li> <li>Full Benefits beginning the first day of the month following your start date including Medical Dental Vision Life Disability Insurance and much more<li> <li>Generous paid time off package that also includes all major holidays<li> <li>401K w 50 match Beginning the 1st of the month following 30 days of employment<li> <ul><p>Cardinal Financial is an Equal Opportunity Employer We respect and aim to empower individuals and support the diverse cultures perspectives skills and experiences within our workforce California residents click here to review Cardinals California Employee Privacy Policy amp Notice at Collection The expected base salary for this position ranges from one hundred seventy five thousand dollars to two hundred eighty thousand dollars determined based on the applicants experience skillset education training certificates and licenses<p>
Technical Analyst IV - Enterprise Customer Program
Company: BOK Financial
Location: Tulsa, OK
Posted Apr 26, 2024
<p><b>Req ID<b> 74803 <p> <p><b>Location<b> Tulsa TUL <p> <p><b>Areas of Interest <b>Information Technology <p> <p><b>Pay Transparency Salary Range <b>Not Available <p> <p><b>Application Deadline<b> 05312024 <p> <p><b>BOK Financial<b> Headquartered in Tulsa Oklahoma BOK Financial Corporation NASDAQ BOKF is a top USbased financial services holding company with operations in Oklahoma Texas Arizona Arkansas Colorado Kansas Missouri Tennessee and New Mexico The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries businesses and geographies <p> <p><b><b>Bonus Type<b><b> <p> <p>Discretionary <p> <p><b><b>Summary<b><b> <p> <p>Are you an experienced Data Engineer Technical Data Analyst who enjoys problem solving and learning Are you passionate about data and believe it fuels an organization We have an exciting opportunity awaiting someone like you <p> <p><b><b>Job Description<b><b> <p> <p>The <b>Technical Analyst IV<b> is responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing user flow data flow andor other UIUX strategies Applies skills as a seasoned experienced professional with a full understanding of industrywide business process and analysis practices and organizational policies and procedures Defining and performing analysis design programming planning implementation and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge The Technical Analyst manages plans organizes and controls projects which have an organizational impact as well as provides daytoday support for complex applications systems <p> <p><b><b>Team Culture<b><b> <p> <p>Our mission is to empower our company teammates and customers through the delivery of resilient and customercentric technology We achieve this by leveraging our expertise in technology and deep understanding of our business units <p> <p><b><b>How Youll Spend Your Time<b><b> <p> <li> You will build processes that master data from many sources across the organization for the Enterprise Customer platform <li><li> You will work with a team to design and implement a process that continuously processes party data to Enterprise Customer This will allow the Enterprise Customer platform to move away from batch processing <li><li> You will use Profisees API in custom applications scripts or middleware to automate data management tasks integrate Profisee with other systems and enable realtime data synchronization <li><li> You will take business needs and translate them to requirements From those requirements inject and implement creative designs that meet those requirements <li><li> You will be involved in mastering of other domains such as party interactions and transactions <li><li> You will investigate new applications to aid in design development to tackle specific use cases This will include prototyping solutions to solve domain specific problems and evolving evaluating applications for future use <li><li> You will collaborate with technology partners to architect design and build data and analytics solutions that empower business success <li><li> Your deliverables could be data flows architecture diagrams data model data integration data controls transformations and more <li><li> The Enterprise Data Solutions team is crossfunctional so building and growing expertise is a continuous responsibility for this position <li><li> You will work directly with all team members to facilitate conversations confirm understanding test code and provide fast feedback <li><li> You will work with core system subject matter experts to deeply understand data models and define transformation logic <li><li> You will use your analytical deductive reasoning skills and experience to determine root cause of defects in ETL code and develop solutions <li><li> You will have advanced technical understanding of single application data flows across multiple applications software and system integrations RDBMS principles and tiered environments <li><li> You will develop design and support processes that maintain and mitigate riskrelated activity across the organization <p><b><b>Education amp Experience Requirements<b><b> <p> <p>Bachelors Degree in a datacentric field Computer Science Economics Information Systems Data Analytics etc and minimum 810 Years experience with demonstrated track record of successful technical leadership in the execution of largescale data projects <p> <li><li> Proven Experience designing developing and implementing software using objectoriented programming languages and frameworks eg Microsoft NET ASP NET C Java Python and others <li><li> TSQL programing and strong understanding of RDBMS principles <li><li> Proven experience in MDM development preferably with Profisee or similar MDM platforms <li><li> Strong development experience in SQL Server Integration Services <li><li> Strong understanding of ETL methodologies and data integration design patterns API streaming enterprise job schedulers batch <li><li> Strong understanding of BOKF business information systems and strong Enterprise Data Warehouse concepts <li><li> Strong handson experience designing developing and testing business intelligence amp analytics solutions using proven or emerging technologies in a variety of technologies and environments <li><li> Welldeveloped oral and written communication skills to effectively represent self and BOKF as well as ability to present complex information and issues in a clear and concise manner <li><li> Welldeveloped conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions <li><li> Strong sense of accountability taking ownership over projects and responsibilities and resolving issues proactively <li><li> Experience with projects managed in both agile and waterfall strategies <li><li> Experience working developing and deploying in tiered environments eg development testing UAT production DR <li><li> Experience supporting maintaining and developing data pipelines for master data management applications <p><b>Advertising Source<b> <p> <p><b>BOK Financial Corporation Group<b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees <b>With passion skill and partnership you can make an impact on the success of the bank customers and your own career<b> <p> <p><b>Apply today<b> and take the first step towards your next career opportunity <p> <p><b>The companies in BOK Financial Corporation Group are equal opportunity employers We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status<b> <p> <p><b> Please contact recruitingcoordinatorsbokfcom with any questions <b> <p> <p>Tulsa OK US 74101 <p> <p>joblocationjoblocationinline display inline <p> <p>var apply = apply || var applybase = httpsoliviaparadoxai applypushsetKey ikkqqjktpbzbacuifzyr applypushstart function var apply = documentcreateElementscript applytype = textjavascript applyasync = true applysrc = httpsdokumfe7mps0icloudfrontnetstaticsitejswidgetclientjs var s = documentgetElementsByTagNamescript0 sparentNodeinsertBeforeapply s <p> <li>
Associate Sales Manager
Company: Ameriprise Financial Services, LLC
Location: Minneapolis–Saint Paul, MN
Posted Apr 26, 2024
<p>Partner with Regional Sales Managers RSM and Regional Sales Directors RSD to drive best in class organic growth of Ameriprise advisors as measured by net flows target market client acquisition and advice through helping advisors implement the Ideal Practice Model and modernize their practice Leverage modern coaching model to drive growth via cohorts learning and growth labs and asynchronous support <p> <p><b>Key Responsibilities<b> <p> <ul><li>Manage ongoing engagement with new advisors as they enroll in coaching programs Engage with RSMs and RSDs to develop personalized learning plans leading and lagging indicators to hit their business planning goal<li> <li>Manage up to 60 different cohorts of advisor learners at a time with a focus on providing updates to RSMs and RSDs on engagement and areas of opportunity Partner with cross organizational team members to curate relevant content Build and update unique scoreboards for each cohort<li> <li>Support national and regional calendar of learning and growth labs First line support of live QA during calls Work with learning team to develop pre and post event expectations content and followup<li> <li>Work with operations team to serve up asynchronous communication ideas to RSMs and RSDs Leverage the existing reporting to identify key opportunities and suggest methods of communication to lead coach<li> <li>Work 11 via referral with an advisor or operations team member on installation of key Ameriprise tools like CRM eMeeting Advice Insights and the marketing suite of capabilities<li> <ul><p><b>Required Qualifications<b> <p> <ul><li>Bachelors degree or equivalent<li> <li>1 3 years relevant experience required<li> <li>Series 7 or ability to obtain within 150 days<li> <li>State securities agent registration S63 or S66 or ability to obtain within 150 days<li> <li>State IAR registration S65 or S66 or ability to obtain within 150 days<li> <li>Strong written and verbal communication skills including a demonstrated ability to interact effectively with all levels of the organization<li> <li>Demonstrated ability working in a fastpaced environment and previous experience successfully managing multiple competing priorities<li> <li>Strong attention to detail<li> <li>Previous experience working collaboratively with a wide variety of partners<li> <li>Strong communication coaching training and general presentation skills<li> <li>Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advicebased practice<li> <li>Ability to collaborate develop and maintain relationships and influence field sales leaders and advisors to drive results<li> <ul><p><b>Preferred Qualifications<b> <p> <ul><li>Previous experience in financial services industry strongly preferred<li> <li>Knowledge of financial planning principles and process as well as knowledge of advisor practice management processes and systems<li> <li>Ability to influence advisor and field leader behavior<li> <li>Analytical and conceptual thinking required to assist advisors which may be subject to individual case analysis<li> <ul><p><b>About Our Company<b> <p> <p>Were a diversified financial services leader with more than $1 trillion in assets under management and administration Our team of 20000 people in more than 20 countries advise manage and protect the assets and income of more than 2 million individual small business and institutional clients We are a longstanding leader in financial planning and advice a global asset manager and an insurer Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses Ameriprise Financial Services Columbia Threadneedle Investments and RiverSource Insurance and Annuities Here we foster meaningful careers invest in the future and make a difference for clients institutions and communities around the world <p> <p>Ameriprise Financial is an equal opportunity employer We consider all qualified applicants without regard to race color religion sex national origin genetic information age sexual orientation citizenship gender identity disability veteran status marital status family status or any other basis prohibited by law <p> <p><b>FullTimePartTime<b> <p> <p>Full time <p> <p><b>ExemptNonExempt<b> <p> <p>Exempt <p> <p><b>Job Family Group<b> <p> <p>Sales <p> <p><b>Line of Business<b> <p> <p>AFG Ameriprise Franchise Group<p>
API Technical Product Owner
Company: BOK Financial
Location: Tulsa, OK
Posted Apr 26, 2024
<p><b> Req ID <b> 74971 <p> <p><b> Location <b> Tulsa TUL <p> <p><b> Areas of Interest <b> Information Technology <p> <p><b> Pay Transparency Salary Range <b> Not Available <p> <p><b> Application Deadline <b> 06072024 <p> <p>BOK Financial Corporation Group includes BOKF NA BOK Financial Securities Inc and BOK Financial Private Wealth Inc BOKF NA operates TransFund and Cavanal Hill Investment Management Inc BOKF NA operates banking divisions Bank of Albuquerque Bank of Oklahoma Bank of Texas and BOK Financial® <p> <p><b><b>Bonus Type<b><b> <p> <p>Discretionary <p> <p><b><b>Summary<b><b> <p> <p>BOK Financial is cultivating a culture where individuals can excel and grow their careers We are seeking a Technical Product Owner to lead the Center for Enablement Integration team focusing on creating and modernizing integrations coordinating tasks and handling story writing and roadmaps This role values building meaningful relationships helping others and making the most out of every opportunity <p> <p><b><b>Job Description<b><b> <p> <p>We are seeking a Technical Product Owner to lead our Center for Enablement Integration team This position will be leading an agile team that will involve a blend of creating new integrations from scratch and migrating and modernizing existing integrations This role will be responsible for helping to strategize guide development work and govern backend integrations <p> <p>We are looking for a technical PO to be the teams first line of defense to shelter the team from distractions understand the broad landscape and provide prioritization to the team coordinate all the moving pieces to allow the team to focus on doing Also be the face and champion of the team evangelizing and educating others on the who what where when how why of the teams Plus story writing roadmaps all that fun stuff <p> <p><b><b>Team Culture<b><b> <p> <p>Our team thrives on camaraderie shared decisionmaking and mutual respect with each member contributing their unique strengths and ideas for efficiency This role offers flexibility and adaptability promoting personal growth and skill development for a rewarding longterm career <p> <p><b><b>How Youll Spend Your Time<b><b> <p> <ul><li> You will be responsible for developing a business case that clearly communicates the advantages of the integration strategy to the organization <li> <li> Youll guide an agile team to develop a product vision and strategy transform business objectives into actionable strategies and user stories prioritize tasks and manage the systems integration roadmap <li> <li> You will convey the business advantages of APIs using domainspecific comprehensible language after understanding the organization and its landscape <li> <li> You will evaluate the effects of new features and initiatives based on customer requirements and the range of services offered <li> <li> As an ambassador for your products you will support queries engage with teams to promote service use enhancing technology delivery speed predictability and component reusability <li> <ul><p><b><b>Education amp Experience Requirements<b><b> <p> <p>This level of knowledge is normally acquired through completion of a bachelors degree in computer science Computer Engineering Management Information Systems or a related field and 23 years of technical experience Additional experience can be used in lieu of a degree Technology or architecture certifications are preferred It is also preferred that the candidate have Banking and Financial Service experience Experience with Agile Scrum Lean Kanban etc or SDLC methodologies <p> <ul><li> 3+ years of experience as a technical product owner in an agile environment ideally in digital or financial services <li> <li> Must have technical knowledge of APIs andor experience with APIs themselves ie postman logrocket coding SQL for querying logs <li> <li> Experience with Agile values principles and methodologies <li> <li> Effective communication and negotiation skills across all levels of the organization and a spirit of building strong business and team partnerships are essential including ability to explain technical concepts to nontechnical people <li> <li> Wellorganized and thorough approach able to structure analyze and answer major business questions balancing multiple requests and competing priorities <li> <li> Adaptable and able to drive results in a dynamic fast paced crossfunctional environment selfsufficient and collaborative team player with desire to have fun within a resultdriven organization <li> <li> Previous technical experience as a backend developerprogrammer a plus <li> <li> Working knowledge of simple to complex job scheduling systems and how to create job schedules Complex job scheduling systems would include systems which run processes for the entire enterprise <li> <ul><p><b> BOK Financial Corporation Group <b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees <b>With passion skill and partnership you can make an impact on the success of the bank customers and your own career<b> <p> <p><b>Apply today<b> and take the first step towards your next career opportunity <p> <p><b>The companies in BOK Financial Corporation Group are equal opportunity employers We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status<b> <p> <p><b> Please contact recruitingcoordinatorsbokfcom with any questions <b> <p> <p>Tulsa OK US 74101 <p> <p>joblocationjoblocationinline display inline <p> <p>var apply = apply || var applybase = httpsoliviaparadoxai applypushsetKey ikkqqjktpbzbacuifzyr applypushstart function var apply = documentcreateElementscript applytype = textjavascript applyasync = true applysrc = httpsdokumfe7mps0icloudfrontnetstaticsitejswidgetclientjs var s = documentgetElementsByTagNamescript0 sparentNodeinsertBeforeapply s <p>
Senior Sales Director OCIO Investment Solutions (Remote Available)
Company: Principal Financial Group
Location: Des Moines, IA
Posted Apr 28, 2024
<p><strong>What Youll Do<strong> <p> <p>Were looking for a Senior Director OCIO Investment Solutions to join our Principal Asset Management Investment Solutions sales team In this role youll be a part of a team in positioning selling and retaining discretionary asset management services to defined benefit plan sponsors and other types of institutions with asset pools <p> <ul><li>Development representation and growth of strategies for internal and external clients including associated investment consultants across institutional and retirement markets<li> <li>Drive commercial success of OCIO offering customized investment solutions including OCIO LDI liability driven investing and relationship management services in collaboration with distribution product and marketing partners across Principal<li> <li>Educate train and assist as we market current and new solutions to through distribution as well as Principal Asset Management market related stakeholders to include road show participation marketing collateral investment thought capital etc<li> <ul><p>Principal is a leading provider of Complete Pension Solutions in the US This includes asset management OCIO solutions Defined Benefit administration actuarial consulting pension risk transfer and custody solutions Principal has nearly $1 trillion in Trust and Custody Assets we are ranked 1 in Defined Benefit and 4 in Pension Risk Transfer <p> <p>Operating at the intersection of financial services and technology Principal builds financial tools that help our customers live better lives We take pride in being a purposeled firm motivated by our mission to make financial security accessible to all Our mission integrity and customer focus have made us a trusted leader for more than 140 years <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent<li> <li>Ten plus years institutional investment experience<li> <li>OCIO sales experience pensionDB market knowledge LDI Asset management understanding andor pension actuarial experience<li> <li>Thorough understanding of DB Defined Benefit plans institutional investment management and ERISA<li> <li>Comprehensive knowledge of the financial services market and products and knowledge of regulatory issues facing clientsprospective clients<li> <ul><p><strong><strong>Skills That Will Help You Stand Out <strong><strong> <p> <ul><li>CFA Charter holder<li> <li>Seasoned individual in the investment consulting space who is highreaching has a strong work ethic professional disposition creative attitude and willingness to challenge the status quo<li> <li>Collaborative approach who has strong problem solving project management presentation and communication verbal and written skills and has foresight to separate real client opportunities from false positives<li> <li>Individual must be comfortable working with ambiguity influence partners and build strong relationships with current and prospective clients and internal teams<li> <li>Able to efficiently and effectively research analyze and synthesize information<li> <li>Detail oriented and a selfstarter willing to take initiative and drive projects forward<li> <ul><p>Minimum of 50 travel required <p> <p>This position may be subject to SEC restrictions on personal political contributions <p> <p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$174000 $236000 year <p> <p><strong>Time Off Program<strong> <p> <p>Flexible Time Off FTO is provided to salaried exempt employees and provides the opportunity to take time away from the office with pay for vacation personal or shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Pension Eligible<strong> <p> <p>Yes <p> <p><strong>Additional Information<strong> <p> <p><strong>Locations<strong> <p> <p>Were open to considering remote inoffice or hybrid talent Locations for hybrid talent include Des Moines Minneapolis and New York City These are also the preferred locations where members of the team currently reside <p> <p><strong><strong>Work AuthorizationSponsorship <strong><strong> <p> <p>At this time were not considering applicants that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong><strong>Investment Code of Ethics <strong><strong> <p> <p>For Principal Asset Management positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong><strong>Experience Principal <strong><strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled future for financial services and that starts with you Our success depends on the unique experiences backgrounds and talents of our employees And we support our employees the same way we support our customers with comprehensive competitive benefit offerings crafted to protect their physical financial and social wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong><strong>Principal is an Equal Opportunity Employer <strong><strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Date First Posted TTF<strong> <p> <p>1252024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>1252024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote <p> <p><strong>LinkedIn Hashtag<strong> <p> <p>LIMT1<p>
Financial Advisor
Company: Allworth Financial
Location: Chicago, IL
Posted Apr 26, 2024
<div> <p>Allworth Financial wwwallworthfinancialcom is an independent investment financial advisory firm that specializes in retirement planning investment advising and 401k management with a direct approach to financial planning Allworth Financial delivers long and shortterm investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement<p> <p>Allworth Financial is a high growth private equity backed multi branch Registered Investment Advisor Founded in Sacramento California in 1993 Allworth is primarily a feebased employeecentric fiduciary advisory firm that prides itself on emphasizing client wellbeing and education The business is a multibillion dollar firm and is on track for continued growth through both acquisitions and strong organic growth Allworth is considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021 placing it among the bestloved brands in America Allworth Financial was also recognized as a Barrons Top 40 RIA in 2022<p> <div> <p><strong>SUMMARY<strong><p> <p>Allworth Financial the 4th fastest growing RIA in America is seeking an experienced financial advisor in Glenview Illinois to join our rapidly expanding team <p> <p>At Allworth Financial we allow our advisors the opportunity to do what they do best which is to provide fiduciary investment management and holistic financial planning advice to our valued clients without the pressure to make recommendations on proprietary investment products Extensive training and support will be provided Whether you enjoy driving in new business servicing existing clients or perhaps a little bit of both Allworth offers you the choice and flexibility to choose a path that best suits you <p> <p>Allworth is considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021 placing it among the bestloved brands in America<p> <p><strong>This is a fulltime exempt hybrid position<strong> <strong>that will require a combination of facetoface meetings with clients work in office and allow for some remote<strong><p> <p><strong>RESPONSIBILITIES<strong><p> <ul><li>Meet with future clients to discuss their needs and concerns and to assess their overall financial situation before explaining how partnering with Allworth will help them meet their financial investment and retirement planning goals via our 7 Personal Decision Pointstm planning process<li> <li>Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy <li> <li>Work closely with support teams to establish relationships and secure accounts with new clients<li> <li>Work with the Financial Planning team to create plans for new clients<li> <li>Periodically review plan with clients to enable Allworth to fulfill its fiduciary mission in planning and investment management<li> <li>Communicate updates from our inhouse Investment Management team to clients as needed while answering questions regarding portfolio allocation methodology etc<li> <li>Refer suitable clients to our tax planning division or to our trusted 3rd party estate planning or insurance providers via our Integrated Solutions team<li> <li>Update client records by dictating notes and followup activities in a highly customized CRM system that all team members rely on as a single source of client info<li> <li>Become a subject matter expert on Allworths integrated services<li> <li>Coordinate and participate with team members to support events and educational outreach<li> <li>Provide clear and honest feedback to leadership about improving the Allworth experience<li> <ul><p><strong>QUALIFICATIONS<strong><p> <ul><li><strong>Professional designation of Certified Financial Planner CFP® or Chartered Financial Consultant ChFC® is required<strong><li> <li><span>Must be or willing to become Series 7 and 6365 or 66 and Life insurance licensed <span><li> <li>Minimum threeyears of clientfacing wealth management or financial planning experience is required<li> <li>BABS or masters degree preferred<li> <li>Must possess professional enthusiasm strong communication presentation listening and analytical skills<li> <li>Comfort with technology is required experience with specific tools is a plus<li> <ul><li>MoneyGuidePro Salesforce Zoom or similar<li> <ul><li>Selfstarter with the ability to work independently<li> <li>Experience presenting and a persuasive nature is also highly desired<li> <li>Familiarity with a Client Relationship Management CRM database program a plus<li> <ul><p><br ><br ><br ><p><div> <p><strong>BENEFITS<strong><p> <p>We value our associates time and effort Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package including<p> <ul><li>Medical Blue Shield HMO PPOs and HDHP with HSA plans and Kaiser HMO plans for California associates<li> <li>Dental insurance with MetLife<li> <li>Vision insurance with VSP<li> <li>Optional supplemental benefits<li> <li>Healthcare savings accounts with company contribution<li> <li>Flexible spending accounts<li> <li>Flexible working arrangements<li> <li>Generous 401K contributions <li> <li>Exempt associates qualify for our flexible paid time off policy<li> <li>NonExempt associates will receive 255 days of paid time off annually which includes holidays during the first three years of employment <li> <li>Option to participate in our Equity Purchase Program<li> <li>Future growth opportunities within the company<li> <ul><p>In addition we work to maintain the best possible environment for our associates where people can learn and grow with the firm We strive to provide a collaborative creative environment where each person feels encouraged to contribute to our processes decisions planning and culture<p> <p><em>Benefits are available to fulltime associates who work more than 30 hours a week<em><p> <p><em>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job Typical reporting relationships are described but actual relationships may vary in some instances This job description is not intended to be an exhaustive list of all responsibilities duties skills or knowledge required of personnel classified in this job<em><p> <p>Allworth Financial participates in EVerify Click here for more information<p> <p>California residents click here for our privacy policy<p> <div>
Senior Accountant - Accounting and Financial Reporting
Company: Sammons Financial Group Companies
Location: Des Moines, IA
Posted Apr 26, 2024
<p><strong>What you can expect as a Senior Accountant Accounting and Financial Reporting<strong> <p> <ul>Accounting position within the Financial Reporting team of the Corporate Accounting Division Preparation and analysis of internal and external financial statements footnotes and related analytical reports Utilize technology and drive projects in support of team objectives Work in a positive professional and collaborative fashion with employees at all levels across the organization<ul><ul><li>Apply extensive knowledge of Generally Accepted Accounting Principles GAAP with an emphasis on insurancebased concepts to research and resolve various accounting and reporting issues<li> <li>Accountable for timely and accurate completion of components of the monthly quarterly and annual financial statements and footnotes of the Sammons Financial Group SFG member companies<li> <li>Prepare analyze andor review settlement schedules and journal entries for reinsurance treaties Participate in review and analysis of potential new treaties or treaty amendments Support reinsurance audits<li> <li>Prepare journal entries to support the financial reporting functions reconcile account balances to supporting documentation and review other account reconciliations done by the team<li> <li>Produce various analytical reports research items or trends that are unusual and communicate findings to leadership<li> <li>Coach mentor and motivate the activities of other Accountants Shadow Company values and professionalism with the understanding that this role is a representation of the Corporate Accounting division<li> <li>Coordinate with and support external auditors and regulatory examiners in areas of responsibility applicable to the external audits and exams<li> <li>Apply knowledge of the SFG entities business units chart of accounts profit centers hierarchies processes and controls in order to effectively implement changes in the organization that impact Financial Reporting<li> <li>Apply knowledge of SFG technology platforms or new technology in order to effectively implement changes in the organization that impact Financial Reporting<li> <li>Accountable for the preparation and analysis of components of statutory and GAAP financial plans<li> <li>Communicate professionally collaboratively and effectively with areas inside and outside of Corporate Accounting to identify and implement projects that impact Financial Reporting<li> <li>Support the Financial Reporting team in special assignments and projects as deemed necessary to meet departmental goals<li> <li>Maintain written procedural documentation for all assigned tasks and adhere to written processes and procedures in support of the required internal controls<li> <li>Develop and maintain effective working relationships with key stakeholders across the organization including several geographic locations<li> <li>The workload may occasionally demand additional work outside of the companys standard 40hour work week<li> <li>Commitment to embrace Sammons Financial Group Companies shared values Accountability Connection Openness Respect and Integrity<li> <li>As stated within the Company Attendance and Punctuality policy regular attendance is required and expected in order to meet the business service levels and workflow demands<li> <ul><p><strong>What we are looking for<strong> <p> <ul><li>Bachelors Degree Accounting required<li> <li>Masters Degree preferred<li> <li>Minimum 5 years insurance accounting or public accounting applicable experience preferred<li> <li>Effective written and verbal communication skills ability to work with individuals outside of Corporate Accounting<li> <li>Effective analytical and critical thinking skills and a professional judgement disposition<li> <li>Ability to work independently to resolve complex issues with limited guidance<li> <li>Collaborative team skills within and outside of Corporate Accounting and the ability to work in a positive fashion toward common organization goals<li> <li>Ability to prioritize and reprioritize as necessary multiple projects and allocate time as business needs dictate<li> <li>Demonstrates professionalism motivation and intellectual curiosity<li> <li>Ability to adapt to change and learn quickly<li> <li>Desire to attain or further insuranceindustry specific accounting and finance skills<li> <li>Demonstrates effective use of Microsoft Office and company specific software applications<li> <li>Working knowledge of insurance industry specific GAAP and statutory accounting concepts<li> <li>Working knowledge of insurance products<li> <li>Criminal background check required<li> <li>Due to the financial nature and level of accountability of this position a credit and criminal background check is required The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that as a routine part of processing this application for employment Sammons Financial Group may request a consumer report on you to verify all information contained in this application Such report may include information about workrelated behaviors performance character general reputation and personal characteristics in addition to information about your previous employment education credit history and criminal records<li> <ul><p>Licenses and Certifications <p> <ul><li>CPA preferred<li> <ul><p>Sammons Financial Group Companies offers some of todays most sought after life insurance annuity retirement planning products and portfoliomanagement solutions Unlike most financial organizations our companies are not publicly traded which means were focused on longterm value rather than shortterm earnings pressures As a privately held company our leaders and employees remain consistently focused on longterm growth making decisions that allow us to deliver on our commitments to customers distribution partners our employees and our communities Individually our companies provide value in the products and services they offer Together we represent a history of strength and longevity <p> <p><strong>What you can expect when you join Sammons Financial Group<strong> <p> <ul><li>A company you want to be a part of driven by inspiring leaders and a fun friendly work environment<li> <li>Colleagues who support one another model our core values and drive our healthy highperforming culture<li> <li>Healthy balance between work and personal lives Friday afternoons off all year long competitive PTO and generous number of paid holidays<li> <li>Our competitive benefit package includes Health Dental Vision Company Paid Retirement PTO and Holiday Pay<li> <li>A generous retirement program Our Employee Stock Ownership Plan ESOP is a 100 company funded retirement plan so you can save for retirement without contributing a penny of your own paycheck<li> <li>A company that celebrates diversity is committed to inclusion and is proud to be an Equal Opportunity Employer We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race color religion sex national origin age disability marital status sexual orientation veteran status or any other characteristic protected by federal state or local law<li> <ul><p><strong>Work AuthorizationSponsorship<strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role This includes but is not limited to students on F1OPT F1CPT J1 etc<p>
Adjustment Analyst
Company: BOK Financial
Location: Tulsa, OK
Posted Apr 26, 2024
<p><b>Req ID<b> 74837 <p> <p><b>Location<b> Tulsa TUL <p> <p><b>Areas of Interest <b>Bank Operations <p> <p><b>Pay Transparency Salary Range <b>Not Available <p> <p><b>Application Deadline<b> 05202024 <p> <p><b>BOK Financial<b> Headquartered in Tulsa Oklahoma BOK Financial Corporation NASDAQ BOKF is a top USbased financial services holding company with operations in Oklahoma Texas Arizona Arkansas Colorado Kansas Missouri Tennessee and New Mexico The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries businesses and geographies <p> <p><strong><b>Bonus Type<b><strong> <p> <p>Discretionary <p> <p><strong><b>Summary<b><strong> <p> <p>Weve built a culture at BOK Financial where amazing people like you can bring their best be their best and work for the best Youve come to the right place to grow your career <p> <p><strong><b>Job Description<b><strong> <p> <p>Primarily responsible for resolving complex issues pertaining to customer checking and saving accounts wires and general ledger account discrepancies This position ensures accurate documentation of case findings for internal and external customers and State and Federal entities Analysts are required to apply processing knowledge in order to effectively resolve various types of account discrepancies and perform highly complex indepth research using various banking applications and tools <p> <p><strong><b>Team Culture<b><strong> <p> <p>We are a collaborative conscientious and goaloriented team We value initiative and we care about the quality of our work We are looking for individuals to contribute to a culture which is dynamic and team oriented <p> <p><strong><b>How Youll Spend Your Time<b><strong> <p> <ul><li>You will review incoming communications from other Financial Institutions clearinghouse files and line of business partners to identify if an issue exists and determine the best course of action <li> <li>You will research transaction processing issues and reconcile customer and general ledger discrepancies<li> <li>You will settle customer to customer adjustments resulting from bank processing errors<li> <ul><ul><li>You will perform indepth multibank reconciliations<li> <li>You will speak professionally with business partners and external financial institutions to investigate cases<li> <ul><p><strong><b>Education amp Experience Requirements<b><strong> <p> <p>This level of knowledge is normally acquired through completion of an Associates Degree in Business andor Bank Accounting related fields and 23 years of related experience in Bank Operations andor Check processing or equivalent combination of education and experience <p> <p><strong><b>Working Conditions amp Physical Requirements<b><strong> <p> <p>Office <p> <p><b>BOK Financial Corporation Group<b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees <b>With passion skill and partnership you can make an impact on the success of the bank customers and your own career<b> <p> <p><b>Apply today<b> and take the first step towards your next career opportunity <p> <p><b>The companies in BOK Financial Corporation Group are equal opportunity employers We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status<b> <p> <p><b>Please contact recruitingcoordinatorsbokfcom with any questions <b><p>
Sr. Manager, Inside Sales
Company: Edelman Financial Engines
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 26, 2024
<p><strong>Description<strong> <p> <p><b> Sr Manager Inside Sales Team Phoenix AZ<b> <p> <p>At Edelman Financial Engines EFE we believe everyone deserves to move their financial life forward <p> <p>We know that assets have the power to fund goals Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow Our clients trust us to guide them forward with compassion integrity and invention We uphold that same standard of respect and dedication for clients and colleagues alike <p> <p>Founded on the idea that financial education is a fundamental right for everyone Edelman Financial Engines continues to grow and challenge the status quo Were moving forward together If our passionate dedication inspires you we invite you to consider joining our team <p> <p>As a Sr Manager on the Client Discovery Team youll play a pivotal role by leading an inside sales team that engages with prospective clients through a consultative dialogue and generates enthusiasm to meet with our financial planners This is a critical team for our Wealth Planning Services growth strategy which will require expertise in the ability to lead an impactful team collaborate with internal business partners and drive meaningful results <p> <p>In addition to an earnest desire to help people we are looking for the ideal candidate to complement the teams existing talents For this Sr Manager role we are seeking a candidate with a strong eye for business in financial services and contact center management including team supervision and development performance measurements workforce management call quality and operational processes If you are goaloriented persuasive confident and able to build strong client relationships this may be an opportunity for you <p> <p><strong><b>Responsibilities<b><strong> <p> <ul><li>Motivates team to reach prospect contact and conversion targets optimize lead flow coverage and effectiveness and meet campaign objectives<li> <li>Serves as a guide in EFE value proposition services and client solutions leads team to continuously build knowledge<li> <li>Coaches and motivates a team of associates to deliver the EFE value proposition products and services listens to call interactions performs sides by sides and conducts regular coaching sessions to provide timely feedback which drives improvements in effectiveness productivity and business outcomes<li> <li>Ensures individuals and team meets or exceeds performance targets consistently drives team to raise performance leverages data to monitor associate effectiveness and efficiency rewards strong performance and invests in coaching to correct negative trends or skill gaps identified<li> <li>Collaborates with business partners in marketing and wealth planning to deliver a great prospect experience and optimize existing processes to drive enhanced conversion rates<li> <ul><p><strong><b>Requirements <b><strong> <p> <ul><li>Bachelors Degree business or financial discipline preferred<li> <li>7+ years experience in a salesbased contact center environment<li> <li>3+ years experience in direct supervisory experience and sales leadership<li> <li>Strong interpersonal skills and experience leveraging emotional intelligence<li> <li>Passionate about coaching amp people development to achieve sales targets<li> <li>Proven ability to analyze performance data for team development and sales funnel optimization<li> <li>Demonstrated capability to attract develop and retain staff<li> <ul><p><strong><b>About Edelman Financial Engines<b><strong> <p> <p>Since 1986 Edelman Financial Engines has been committed to always acting in the best interests of our clients We were founded on the belief that all investors not just the wealthy deserve access to personal comprehensive financial planning and investment advice Today we are Americas top independent financial planning and investment advisory firm recognized by Barrons 1 with 145+ offices 2 across the country and entrusted by 13 million clients to manage more than $245 billion in assets3 <p> <p>Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner Every clients situation and goals are unique and the powerful fusion of hightech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves <p> <p>For more information please visit EdelmanFinancialEnginescom <p> <p>© 2023 Edelman Financial Engines LLC Edelman Financial Engines® is a registered trademark of Edelman Financial Engines LLC All advisory services provided by Financial Engines Advisors LLC a federally registered investment advisor Results are not guaranteed See EdelmanFinancialEnginescompatentinformation for patent information AM2789819 <p> <p>For California residents please see the link for the Privacy Notice for Candidates California law requires that we provide you this notice about the collection and use of your personal information Please read it carefully <p> <p>Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race color religion creed sex gender identity or expression sexual orientation pregnancy marital domestic partner or civil union status national origin citizenship ancestry ethnic heritage genetic information age legally recognized disability military service or veteran status <p> <p>Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process If you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or email protected <p> <p>1 The Barrons 2023 Top 100 RIA Firms list an eightyear annual ranking of independent advisory firms is qualitative and quantitative including assets managed by the firms technology spending staff diversity succession planning and other metrics Firms elect to participate but do not pay to be included in the ranking Investor experience and returns are not considered <p> <p>2 Edelman Financial Engines data as of Dec 31 2022 <p> <p>3 Edelman Financial Engines data as of Sep 30 2023<p>
FHN MARKETING MANAGER
Company: FHN Financial
Location: Memphis, TN
Posted Apr 26, 2024
FHN Financial is recruiting for a Senior Marketing Manager in Memphis, TN. The role involves developing and executing marketing strategies, managing budgets, and fostering relationships with stakeholders. The ideal candidate should have at least 5 years of experience in marketing, preferably in the financial services industry, with strong graphic design skills and leadership abilities.