Retirement Plan Jobs in Greensboro, NC

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Sr. Manager, Data Science

Company: LendingTree

Location: Charlotte, NC

Posted Mar 11, 2024

<p><strong><span datacontrast=auto><em>Job requires inperson attendance at least 3 days a week ideally TuesdayThursday <em><span><strong><p> <p><strong><span datacontrast=auto><em>Applicants must be authorized to work for ANY employer in the US We are unable to sponsor or take over sponsorship of an employment Visa at this time<em><span><strong><p> <p><br ><p><p><strong>THE POSITION<strong><p> <p>We are looking for a Data Science leader to work on our Analytics who wants to grow and develop our expanding Data Science team You will play a crucial role in delivering revenue growth insights and scalable data science operations This position will focus on building data science solutions for various business problems like estimated value models or building personalized product experiences for our users The ideal candidate will have experience of managing Data Science teams project management and handson experience building high impact models<p> <p><strong>RESPONSIBILITIES<strong><p> <ul><li>Help build and lead a phenomenal data science team to deliver outstanding products<li> <li>Partner with product marketing and sales teams using a wide array of sophisticated analytic methods including linear and nonlinear programing and reinforcement learning to drive business insights and support datadriven decisions<li> <li>Work closely with product team to identify impactful problems and develop solutions to these problems via machine learning and data science<li> <li>Become experienced on key internal and external data sources Find opportunities to use new data sourcesfeatures to improve existing or develop new machine learning solutions<li> <li>Provide technical guidance to the broader org on data science and analytics<li> <li>Work with the business teams to set a clear vision and direction for experiments and models<li> <li>Manage complex data science projects through their full lifecycle through building strong relationships with stakeholders<li> <li>Collaborate with software developers to plan and construct the architecture surrounding model deployment<li> <ul><p><strong>QUALIFICATIONS<strong><p> <ul><li>Practical data science experience with a deep technical background in supervised and unsupervised machine learning methods<li> <li>2+ years of experience in leading other team members in a formal or informal capacity<li> <li>4+ years of experience doing quantitative analysis at a technology consulting or product management company<li> <li>Knowledge of machine learning concepts loss functions regularization feature selection regressionclassification crossvalidation bagging kernel methods sampling and probability distributions<li> <li>A Masters degree or equivalent experience in Data Science Computer Science Electrical Engineering Mathematics Machine LearningAI or related fields or equivalent work experience<li> <li>Strong desire to solve tough problems with scientific rigor<li> <li>Strong ability to communicate complex analytical results in forms that resonate with scientific andor business collaborators highlighting meaningful insights<li> <li>Familiarity with writing queries and working with databases with strong skills in SQL<li> <li>Understand underlying scientific experimental setup process and analysis and to facilitate effective communication<li> <li>Have a solid understanding of Big Data platforms using the Snowflake and AWS ecosystems a plus<li> <ul><p><strong>COMPANY<strong><p> <p>LendingTree is the nations largest online lending marketplace That means we connect customers with multiple lenders so they find the best deals on loans credit cards savings accounts and insurance Our goal is to help people save money and we believe the best way to do that is by giving them a way to shop for loans and compare lenders so they make their best financial choices<p> <p>Our CEO Doug Lebda founded the company in 1996 after a frustrating househunting experience In those days we mostly helped people find good mortgage deals Now we help consumers find their best in personal loans auto loans business loans student loans credit cards savings accounts home equity loans and more<p> <p><strong>What else you should know <strong><p> <ul><li>Were a publiclytraded company TREE<li> <li>Weve welcomed several other companies into the LendingTree family to augment our efforts at helping borrowers make their most sensible financial choices<li> <li>Weve built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health <li> <ul><p><strong>CULTURE<strong><p> <p>Were a fastpaced company with an entrepreneurial bend We work hard and test our products often Were collaborative ambitious candid and highenergy Our teammates are some of the brightest most talented people youll ever work with We care more about your smarts than we do about the kinds of clothes you wear but please <em>do<em> wear clothes to work and were pretty good about rewarding innovation creativity and the knack for just getting stuff done we even have an award for employees called the GSD Get Stuff Done <p> <p>Come work with us<p> <p><em><strong>Compensation<strong> $200000215000 DOE<em><p> <p><em><strong>Incentive Compensation<strong> Eligible for annual performance bonus<em><p> <p><em><strong>Benefits <strong>Medical dental vision insurance and 401k matching<em><p> <p><em>LendingTree is the kind of company that not only promotes diversity and inclusion we thrive because of these values We do not discriminate based on race color religion or creed gender gender expression age national origin disability marital status sexual orientation or military status<em><p>

Product Manager

Company: Lucid Software

Location: Raleigh-Durham, NC

Posted Mar 11, 2024

<p>Lucid Software is the leader in visual collaboration helping teams see and build the future from idea to reality Our products business and workplace culture have received numerous awards such as being named to the Forbes Cloud 100 and a Fortune Best Workplace in Technology Lucid is a hybrid workplace allowing employees to work remotely from one of our offices or a combination of the two depending on the needs of the role and team At Lucid we hold true to our core values of teamwork over ego innovation in everything we do individual empowerment initiative and ownership and passion and excellence in every area We value diversity and are dedicated to creating an environment that is respectful and inclusive for everyone<p> <p>Were looking for a product manager to work with our Suite Platform team to drive work around enterprise document controls and management In this role the PM would be responsible for supporting the document lifecycle for our largest customers and evolving the optionality and security of features that admins use to ensure compliance and control of their Lucid documents To be successful in this role the PM should have an understanding of enterprise administration models an understanding of enterprisegrade security and compliance and the ability to roll up their sleeves to solve difficult problems Experience with document management and or security compliance is a plus<p> <p>Responsibilities<p> <ul><li>Perform qualitative and quantitative research to discover feature ideas and validate them before development<li> <li>Effectively leveraging metrics to understand usage patterns and the effectiveness of features using quantitative analysis to find opportunities for optimization<li> <li>Effectively plan and prioritize work across multiple projects and communicate priority to relevant stakeholders<li> <li>Be responsible for affecting key performance indicators<li> <li>Be an expert for our customers needs motivations and challenges to develop deep customer empathy and represent the customer to your team<li> <li>Work with sales legal support and CSMs to gather feedback and to deliver seamless experiences to our most important customers<li> <li>Work closely with UIUX designers and engineers to build a scalable product with excellent user experience<li> <li>Work across teams and with other PMs outside of reporting lines to drive consistency through influence<li> <li>Other duties as assigned<li> <ul><p>Requirements<p> <ul><li>23 years of Product Management experience<li> <li>Ability to derisk can be creative and come up with ways to validate hypotheses quickly<li> <li>Proven ability to take feedback and learn fast<li> <li>Understand how to create simple and intuitive user experiences<li> <li>Excellent working relationship with engineering and UX<li> <li>Ability to talk with anyone from engineers to enterprise sales reps solution engineers legal executivelevel customers internal stakeholders and end users each in their own language<li> <li>Bachelors degree<li> <ul><p>Preferred Qualifications <p> <ul><li>Experience with rapid prototyping and learning techniques including ABmultivariate testing<li> <li>Demonstrated success moving user activity and engagement metrics<li> <li>Strong understanding of digital products and productivity workflow<li> <li>Experience with documentcentric solutions within the Software as a Service SaaS domain<li> <li>Familiarity with industry standards and best practices in document security document governance and compliance<li> <li>Experience working with SaaS tools administrators<li> <ul><p><em>If youd like to confirm job application information found on other hiring websites please contact us directly at talentacquisitionlucidco<em><p> <p>LINJ1<p>

Data Engineer

Company: Alpha Theory

Location: Charlotte, NC

Posted Mar 11, 2024

<p><strong>About Alpha Theory<strong> <p> <p>Alpha Theory is a fintech software company that prides itself on an inclusive and transparent culture that attracts curious teammates who are excited about tackling big ideas We hire smart motivated team members that crave feedback to be better We believe that good ideas come from all ranks of the team as we all strive to create the best possible version of Alpha Theory <p> <p><strong>Key Responsibilities<strong> <p> <ul><li>Building and maintaining robust data pipelines that ingest process and deliver data to data science teams and other stakeholders<li> <li>Ensuring data pipelines are scalable reliable and meet performance requirements<li> <li>Collaborating with data scientists and analysts to understand data requirements and ensure data is accessible for analysis<li> <li>Designing developing and maintaining ETL processes to transform and load data into analytical data stores<li> <li>Optimizing and automating data extraction transformation and loading tasks<li> <li>Designing and developing modern automated tooling and scripts for data validation and monitoring<li> <li>Monitoring data for anomalies errors and inconsistencies and taking corrective actions as needed<li> <li>Assisting in migration of current data science SQL infrastructure to more modern and scalable infrastructure preferably in the cloud and postrgres<li> <li>Assisting in managing and administering Alpha Theorys SQL Server instances<li> <ul><p><strong>Requirements<strong> <p> <p><strong>Required Qualifications<strong> <p> <ul><li>23 years of experience as a data engineer or software engineering experience including data engineering<li> <li>Bachelors or higher degree in Computer Science Data Science or a related field or comparable experience<li> <li>Expertise in Python SQL Server and Git GitHub<li> <li>Experience in ETL processes and data pipeline development amp management<li> <li>Experience in data quality assurance including data cleansing and validation<li> <li>Knowledge of database systems data warehousing and data modeling<li> <li>Excellent problemsolving and troubleshooting skills<li> <li>Strong communication and teamwork abilities<li> <ul><p><strong>Preferred Qualifications<strong> <p> <ul><li>Preferred experience with tools and technologies commonly used in data engineering eg Apache Spark Airflow Docker AWS etc<li> <li>Experience with financial data<li> <li>Familiarity with data science and analytics concepts<li> <li>Experience with project management<li> <li>Familiar with OpenAPI standards FastAPI<li> <ul><p><strong>Benefits<strong> <p> <ul><li>Competitive pay<li> <li>Opportunity to receive stock options<li> <li>Companypaid employee healthcare<li> <li>401k with company match<li> <li>Generous PTO plan<li> <li>Flexible remotework policy<li> <ul>

PMM Strategy Director

Company: Pendo.io

Location: Raleigh-Durham, NC

Posted Mar 11, 2024

<p><strong>Team Description<strong><p> <p>We are seeking an experienced Product Marketing Strategy Director to join our team and lead our efforts to build and maintain strategic relationships with key industry analysts and influencers This individual will be responsible for developing and executing a comprehensive global strategy for engaging with key industry analysts from toptier firms such as Gartner Forrester and IDC while ensuring accurate positioning of Pendos solution leadership with boutique firms as well Additionally this role will include developing and executing on strategies to expand and maintain Pendos position on peer review sites like G2 and Gartner Peer Insights owning and managing a strategic competitive winloss program providing insights to executive leadership product management and sales and collaborating with marketing to execute successful demand generation programs leveraging analyst reports and research Lastly this individual will be responsible for additional strategic projects such as revamping our value realization process working on ROI surveys and benchmark projects and working directly with senior product leaders on key presentations at Pendomonium and other important events<p> <p><br ><p><p><strong>Role Responsibilities<strong><p> <p>The ideal candidate should possess exceptional communication problem solving and critical thinking skills We are seeking an individual with strong interpersonal skills the ability to work in a fastpaced environment and a passion for building relationships with thought leaders and industry experts The successful candidate will be an enthusiastic selfstarter and team player with a demonstrated ability to multitask and balance competing priorities Your expertise initiative strategic approach and resourcefulness will be fundamental in enhancing Pendos visibility market leadership and innovation across the market<p> <ul><li>Evolve and execute Pendos annual strategic analyst relations plan to inform and support product and market strategy and market positioning to drive pipeline and category leadership<li> <li>Develop and maintain strategic relationships with key industry analysts ensuring Pendo is topofmind and accurately represented in the analyst community as well as favorably positioned in analyst evaluations<li> <li>Analyze insights from analyst interactions to guide strategic company decisions staying ahead of market trends and competitive dynamics Leverage these insights to develop tools that support the selling process<li> <li>Assess the strategic market and competitive landscape to identify product gaps competitive threats and strategic opportunities provide executive leadership productengineering and sales management with input into strategic planning and productroadmap planning<li> <li>Lead crossfunctional teams in strategic projects like building value realization frameworks and creating ROI benchmarks and other ROI assets for use by sales and marketing<li> <li>Work with senior product leadership on keynote presentations for significant events like Pendomonium<li> <li>Develop and maintain programs on peer review sites ensuring Pendo is favorably positioned<li> <li>Collaborate with marketing on demand generation and communications programs leveraging analyst reports and research ROI benchmarks and peer review site quotes and insights to further Pendos perception in the market<li> <ul><p><strong>Minimum Qualifications <strong><p> <ul><li>Over 7 years of experience in product marketing at B2B SaaS companies<li> <li>Strategic thinker who can synthesize product and corporate strategy for an external analyst audience and similarly share thirdparty insights back with crossfunctional internal audiences including senior executives<li> <li>Excellent verbal and written communication skills to effectively engage and influence analysts and internal stakeholders<li> <li>Exceptional teamwork and influencing skills with the ability to work with others crossfunctionally and at all levels within the organization<li> <li>Experience developing project plans and driving crossfunctional program management<li> <ul><p><strong>Preferred Qualifications <strong><p> <ul><li>Strong program and relationship management capabilities<li> <li>Ability to independently handle multiple tasks and projects with precision<li> <li>Experience working with Tier 1 analyst firms such as Gartner Forrester and IDC as well as toprated boutique analyst firms<li> <li>Experience with peer review sites like G2 TrustRadius Gartner Peer Insights and Gartner Digital Markets<li> <li>Experience with setting up and running competitive winloss analysis programs<li> <ul><p><strong>Pendo Description<strong><p> <p><span>Pendo was founded in 2013 by former product managers who combined their heads and hearts to build something they wanted but never had as product managers a simple way to understand and attack what truly drives product success Our mission is to improve societys experience with software<span><p> <p><span>Come join one of the fastestgrowing startups supported by bestinclass institutions like Battery Ventures Salesforce Ventures Spark Capital and Meritech You will gain experience in a diverse and exciting set of technologies and clients and have a real impact on Pendos future Our culture is passionate dynamic and fun<span><p> <p><strong>EEOC<strong><p> <p><span>We are an equal opportunity employer and believe having diverse teams where everyone brings their whole self to Pendo is key to our success We welcome all people of different backgrounds experiences abilities and perspectives<span><p> <p><strong>Accessibility<strong><p> <p><span>Pendo is committed to working with and providing access and reasonable accommodation to applicants with mental andor physical disabilities If you think you may require accommodations for any part of the recruitment process please send a request to accommodationpendoio All requests for accommodations are treated discreetly and confidentially as practical and permitted by law<span><p> <p><span> <span><p> <p><strong>Compensation<strong><span> <span><p> <p><span>Our salary ranges are based on paying competitively for our size and industry and are one part of many compensation benefits and other reward opportunities we provide<span><p> <p><span>The expected salary range for this role to be performed in <span><p> <p><span>Raleigh NC USD $155000 $175000<span><p> <p><span>Remote USD $160000 $180000<span><p> <p><span>San Francisco Bay Area CA USD $170000 USD $190000<span><p> <p><span>New York City NY USD $170000 USD $190000<span><p> <p><span>Colorado USD $160000 $180000<span><p> <p><span>Individual pay rate decisions including offers made within and over the expected salary range are based on a number of factors including qualifications for the role experience level skillset and balancing internal equity relative to peers at the company<span><p> <p><br ><p><p><span>LISC1<span><p>

Marketing Analyst, Market Analytics

Company: Brightspeed

Location: Charlotte, NC

Posted Mar 11, 2024

<p><b>Company Description<b> <p><p>At Brightspeed we are reimagining how people live work play and connect by providing fast reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South<p> <p>Backed by funds managed by Apollo Global Management <strong>our vision is to accelerate the upgrade of copper to fiber optic technologies bringing faster and more reliable internet service to many rural markets traditionally underserved by broadband providers while delivering bestinclass customer experience <strong><p> <p>Be a part of the team that will make this vision a reality designing and building a world class fiber network and creating a customer experience second to none<p> <p>Check us out on the web <p> <p><b>Job Description<b> <p><p>The Marketing Analyst Market Analytics plays a key role on the Marketing Effectiveness Forecast amp Budget team and is responsible for building datasets to analyze marketing performance guiding geographybased marketing clustering strategy and performance and working with the other members of the team and various cross functional stakeholders in designing and implementing dashboardbased reporting and analysis tools <p> <p><strong>As a Marketing Analyst you will have the following responsibilities<strong><p> <ul><li>Provide actionable overall market and customer insights to address key strategic questions<li> <li>Responsible for tracking reporting and analyzing the performance of marketing activities adhoc analytic requests and developmentautomation of regular reports<li> <li>Design build and support custom reporting and analysis dashboards<li> <li>Analyze external and internal customer data using database queries SQL spreadsheet Excel models web analytics tools PowerBILookeretc and statistical analysis tools<li> <li>Maintain integrity of market clustering strategy including analyzing performance of current clustering structure as well as evolving it as Brightspeeds footprint grows<li> <li>Analyze AB and Multivariate tests communicate results and provide recommendations<li> <li>Create PowerPoint presentations or other visual aids to provide market and consumer insights to other marketing and sales departments<li> <li>Advise other marketing functions ecommercewebsite onlineoffline advertising brand product development as the knowledge owner for customer and market data<li> <li>May perform other duties as assigned The above statements are intended to describe the general nature and level of work being performed and are not intended to be an exhaustive list of all responsibilities duties and skills required<li> <ul><p><b>Qualifications<b> <p><p><strong>WHAT IT TAKES TO CATCH OUR EYE<strong><p> <ul><li>Bachelors Degree and 5+ Years Experience<li> <li>Experience analyzing direct to consumer or SMB subscription services such as internet wireless insurance financial services SAAS etc<li> <li>Strong business acumen with the ability to find insights in data<li> <li>Experience communicating analytic findings and implications to executive audiences<li> <li>3+ years experience with critical analytical tools such as Excel BigQuery Looker Tableau PowerBI SQL ArcGIS etc<li> <ul><p>LIMB1<p> <p><b>Additional Information<b> <p><p><strong>WHY JOIN US<strong><p> <p><strong><u>We aspire to contemporary ways of working<u><strong><p> <p>At Brightspeed we have roles that are designated as remote hybrid office or fieldbased depending on the position business needs and individual circumstances We have a brand new stateoftheart corporate HQ in Charlotte NC and we prioritize hiring talent in the Charlotte area whenever possible to make it a truly vibrant destination for our hybrid workforce We also invest in technology that enables our entire team to stay connected Why Because Brightspeed recognizes the value of finding the best talent for the job wherever they may be<p> <p><strong><u>We offer competitive compensation and comprehensive benefits<u><strong><p> <p>Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical emotional and financial health Brightspeed offers a comprehensive benefit program including competitive medical dental vision and life insurance an employee assistance program a 401K plan with company match and a host of voluntary benefits <p> <p><strong><u>Diversity equity and inclusion<u><strong><u> <strong>are at the center of our grounding belief in Being Real<strong><u> <p> <p>When we bring our authentic selves to work everyone is better as a result A diverse team helps us be fierce advocates for more accessible inclusive and highquality internet because we believe doing so promotes equity in the communities we serve<p> <p>Brightspeed is an Equal Opportunity Employer<p> <p>For all applicants please take a moment to review our Privacy Notices <p> <ul><li>Brightspeeds Privacy Notice for California Residents<li> <li>Brightspeeds Privacy Notice<li> <ul><p><p> <p><strong>WHY JOIN US<strong><p> <p><strong><u>We aspire to contemporary ways of working<u><strong><p> <p>At Brightspeed we have roles that are designated as remote hybrid office or fieldbased depending on the position business needs and individual circumstances We have a brand new stateoftheart corporate HQ in Charlotte NC and we prioritize hiring talent in the Charlotte area whenever possible to make it a truly vibrant destination for our hybrid workforce We also invest in technology that enables our entire team to stay connected Why Because Brightspeed recognizes the value of finding the best talent for the job wherever they may be<p> <p><strong><u>We offer competitive compensation and comprehensive benefits<u><strong><p> <p>Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical emotional and financial health Brightspeed offers a comprehensive benefit program including competitive medical dental vision and life insurance an employee assistance program a 401K plan with company match and a host of voluntary benefits <p> <p><strong><u>Diversity equity and inclusion<u><strong><u> <strong>are at the center of our grounding belief in Being Real<strong><u> <p> <p>When we bring our authentic selves to work everyone is better as a result A diverse team helps us be fierce advocates for more accessible inclusive and highquality internet because we believe doing so promotes equity in the communities we serve<p> <p>Brightspeed is an Equal Opportunity Employer<p> <p>For all applicants please take a moment to review our Privacy Notices <p> <ul><li>Brightspeeds Privacy Notice for California Residents<li> <li>Brightspeeds Privacy Notice<li> <ul>

Account Manager, EPC

Company: Hitachi

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><b>Description<b> <p> <p><b>Account Manager EPC <b> <p> <p>We are currently seeking a seasoned sales professional to serve our Hitachi Energy business as an Account Manager and contribute to our Sales team focused on EPC customers This position will be based in the Raleigh NC area <p> <p>The Account Manager is a critical part of our Hitachi Energy strategy This position will be responsible for building and expanding relationships with strategically important EPC customers Assigned to one or more accounts the Account Manager is responsible for achieving sales targets pipeline management relationship management and strategic account planning while maintaining customer satisfaction as measured by the Net Promoter Score The Account Manager represents either the entire range of products systems and services Hitachi Energy offers to a certain accounts The Account Manager will lead the account planning cycle and ensure their needs and expectations are met by the company <p> <p><b>MAIN ACCOUNTABILITIES<b> <p> <ul><li><b>Account Strategies <b>Participates in the development of sales strategies for account by providing the customers current business and longterm plans<li> <li><b>Sales Targets <b>Defines and proposes sales targets and growth margins for the account and ensures their achievement with a structured followup process Manages achieves both overall amp business unit specific sales targets account coverage amp customer satisfaction targets for the account takes accountability for the monthly quarterly amp annual results on the overall account or the specifically assigned product lines per the direction of the Sales Manager etc<li> <li><b>Account PlanAccount management <b>Leads the development and implementation of the account plan to include designing the executive relationship strategy and coverage plans prioritizing the opportunities identifying a target for each solution element Proposes recovery plans in case of potential order shortfalls <li> <li><b>Customer Relations <b>Establishes and develops account relationships based on a defined strategy Manages meaningful customer engagements with support from lines of business acts as focalpoint for problem resolution while monitoring the successful close out of issues amp actions and demonstrates ability to build lasting trusting amp widespread relationships across the customers organization Ability to navigate and form relationships within multiple regional customer office locations <li> <li><b>Market Activity<b> Monitors competitors activity with each account and ensures that appropriate response strategies are formulated and implemented <li> <li><b>Portfolio Management <b>Promotes master agreements with customers to simplify the business process represents promotes products systems amp services across all divisions business units amp factories represented by the Account Manager and demonstrates ability to combine discrete products amp services into a comprehensive solution<li> <li><b>Customer Insight <b>Develops maintains detailed understanding of the customers business strategy purchasing behavior amp organizational structure including customer needs regulatory drivers threats economic trends amp competition and provides insight to customers by providing knowledge to guide customers as they navigate alternatives<li> <li><b>Industry amp Market Knowledge <b>Understand market dynamics amp macroeconomic influencers maintain awareness of competitors activity with each potential amp existing account and ensure that appropriate response strategies are formulated amp implemented including but not limited to technical amp commercial feedback in accordance with Hitachi Energys ethics amp compliance guidelines<li> <li><b>Customer amp Strategy Team Work <b>Participates with sales management coworkers amp business unit leadership to develop amp execute account plans delivers new insights and connects experts to the customer while respectfully challenging the status quo actively engages in critical project touch points anticipates the need for intervention amp escalation and takes action to initiate such communication<li> <li><b>Marketing <b>Coordinates the use of internal andor external resources in order to introduce meaningful concepts amp solutions for the customer this may include trade show exposition attendance Account Managerinitiated customer entertainment activities executive round tables andor organizing more technologyspecific events for your customers<li> <li><b>Administration <b>Enters amp maintains relevant sales data into appropriate databases amp systems including pipeline management expenses reports and adhoc requests for marketing input Monitors projects during execution and warranty stage to ensure customer satisfaction <li> <li>Additional duties may be assigned as required<li> <ul><p><b>SKILLS amp ATTRIBUTES <b> <p> <ul><li>This position requires the ability to develop sales strategies with businesses provide insight to customers by navigating options amp alternatives and coordinate activities involving multiple functions across a variety of businesses<li> <li>Strong analytical and communication skills are required to determine evaluate and report reasons for success or failure of sales efforts anticipate market changes and forecast communicate changes in customers buying patterns amp product requirements<li> <li>Ability to manage multiple projects while remaining organized amp strategic to carry out the sales account plans<li> <li>Successful candidate must have an understanding of customer and companys organizational structure as well as strong business acumen sense to determine when escalation is required<li> <li>Anticipates roadblocks and alerts internal amp external stakeholders appropriately<li> <ul><p><b>REQUIRED QUALIFICATIONS<b> <p> <ul><li>Hitachi Energy is seeking to create a diverse team of account management professionals focused on our EPC market <li> <li>Various levels of education and experience will be considered for this role <li> <li>Bachelors degree with minimum 5 years of experience Additionally candidate with an Associates degree or High School Diploma GED will be considered based upon the specifics of the experience<li> <li>High percentage of travel may be required<li> <li>Degrees in Engineering Project Management Sales andor Marketing are preferred However other disciplines will be considered with proven technical selling aptitude <li> <li>This position must also have experience in sales or business development working with clients in the EPC market<li> <ul><p><b>PREFERRED QUALIFICATIONS <b> <p> <ul><li>Degree in an Engineeringrelated field is preferred<li> <li>Recent experience working with Power Products solutions<li> <li>Recent experience working with the sales amp marketing of Power Distribution products eg transformer systems switchgear circuit breakers protection amp control systems etc<li> <li>Experience with commercial negotiations<li> <li>Experience with SalesForceCom<li> <li>Willingness to travel extensively<li> <li>Excellent communication skills written amp verbal<li> <li>Strong customer relationship skills<li> <li>Exceptional analytical skills relationship management qualities and leadership abilities<li> <ul><p><b>Equal Opportunity Employer EOEFemalesMinoritiesProtected VeteransIndividuals with Disabilities <b> <p> <p><b>Protected veterans and qualified individuals with a disability may request a reasonable accommodation if you are unable or limited in your ability to use or access Hitachi Energy career site as a result of your disability You may request reasonable accommodations by calling a Hitachi Energy HR Representative at 18885042007 or by sending an email to email protected Resumes and applications will not be accepted in this manner<b><p>

Onboarding Specialist

Company: AdvisorEngine

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><strong>Who is AdvisorEngine<strong><p> <p>We believe that the future of financial advice is personal scientific and beautiful these three ideals drive everything that we do<p> <p>AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors investors and business management personnel Our wealth management platform enables financial advisors to deliver an engaging personalized client experience and to operate at scale through smart automation<p> <p>Our team is made up of designers enterprise technologists data scientists futurists and business builders We are based in NYC and Raleigh NC If you love data and are driven to create the future of financial advice wed love to hear from you<p> <p><strong>About this role<strong><p> <p>AdvisorEngine is seeking a highly skilled Senior Transition Specialist who will roll up their sleeves and own the onboarding and implementation of new financial advisory firms who have purchased our Wealth Platform technology As a key member of the team you will help coordinate and build strong relationships and engagement with clients from the sales handoff to the longterm Relationship Managers You will collaborate with crossfunctional internal teams to deliver consistently excellent client experiences while building a network of champions across the client firm Our ideal candidate can teach clients to be selfsufficient with the Wealth Platform and CRM and can influence technology adoption<p> <p><strong>Responsibilities<strong><p> <ul><li>Own and ensure a successful implementation and adoption initial training of our Portfolio Management and CRM technology with new clients to the firm<li> <li>Drive technology adoption post implementation to ensure clients are obtaining maximum value from our technology services<li> <li>Build shared AEclient project plan that to track tasks and milestones leading to on time implementations<li> <li>Coordinates with the stakeholders at our clients investment firms and our firms internal data migrations and training team to project manage each client onboarding process<li> <li>Maintain and deliver client success strategies and best practices including trading rebalancingbilling goals based planning client portal and CRM<li> <li>Build a network of champions across the client firm and internally<li> <li>Teach clients to be self sufficient with the software and to influence technology adoption<li> <li>Problem solve and bring in technical support from various departments to ensure our technology is fully implemented in a way that delivers great value to our clients<li> <li>Review the customer onboarding journey identifying how its implemented and supported taking a consultative approach in helping clients overcome issues and achieve goals<li> <li>Facilitate interaction and workflow between project team members including thirdparty service providers to ensure deliverables are on time<li> <li>Collaboratively problem solve andor strategize on upcoming client meetings with team members<li> <ul><p><strong>Required Skills amp Qualifications<strong><p> <ul><li>35 years of experience in communications training marketing sales account management or client success<li> <li>Financial services experience<li> <li>Knowledge of the Registered Investment Advice business<li> <li>Expertise in wealth platform technology including trading rebalancing billing and workflows <li> <li>Relationship focused with an ability to teach <li> <li>Strong social verbal and written communication<li> <li>Strong problem solving and project management skills<li> <li>Analytical and processoriented mindset<li> <li>Comfortable working across multiple departments in a deadlinedriven environment<li> <li>Active team player selfstarter and multitasker who can quickly adjust priorities<li> <ul>

AVP, Marketing - Lowe's Consumer Acquisitions

Company: Synchrony

Location: Charlotte, NC

Posted Mar 11, 2024

<p>Job ID E2400962 <p> <p>Job Description <p> <p><b> Role SummaryPurpose <b> <p> <p>The AVP Marketing Lowes Consumer Acquisitions marketing manager will be responsible for the wingtowing management of Lowes consumer Cardholder Acquisition Marketing programs This individual will work collaboratively within Synchrony and the Lowes client organization to support and implement consumer acquisition marketing strategies and tactics to achieve Synchrony Financial and client growth metrics inclusive of cardholder activation and usage <p> <p>This position is remote where you will work from home and may require you to occasionally commute to one our offices for in person engagement activities such as team meetings training and culture events Were proud to offer you flexibility so remote candidates will be considered who live near any of Synchrony hubs that support our Enterprise Operations For this role the preferred Synchrony Hub will be Charlotte <p> <p><b> Essential Responsibilities <b> <p> <ul><li>Understand incorporate and support the clients key business objectives and strategic vision into the planning process to achieve set objectives<li> <li>Develop and deliver bestinclass early month on books and lifecycle marketing campaigns that optimize and engage cardholders and drive usage across all channels deliver program results to senior management <li> <li>Integrate client credit and product offerings at targeted key customer touch points<li> <li>Deliver Marketing programs through crossfunctional matrixed organizational structure<li> <li>Support strategic marketing efforts and work with Marketing COEs to ensure flawless execution<li> <li>Manage comprehensive consumer statement marketing strategy and execution<li> <li>Work collaboratively across teams to ensure digital assets are in place and optimized Push for cutting edge thinking and agenda<li> <li>Manage legal and compliance requirements for campaigns programs and initiatives including approvals and audit validations<li> <li>Own track and manage the overall consumer marketing budget<li> <li>Monitor and manage performance of acquisition marketing metrics vs plan Assist in the development of marketing growth strategy Op Plan processes and ongoing portfolio diagnostic processes<li> <li>Perform other duties andor special projects as assigned<li> <ul><p><b> QualificationsRequirements <b> <p> <ul><li>Bachelors Degree in marketing or related field OR in lieu of a degree a high school diploma and 12 years of marketing experience<li> <li>5 + years of marketing experience<li> <li>5 + years demonstrated growth marketing leadership skills analytic and creative with significant exposure to consumer facing programsproducts<li> <li>Ability to travel to client as needed ~5<li> <ul><p><b> Desired Characteristics <b> <p> <ul><li>Marketing experience preferably in retail direct marketing credit card or financial services<li> <li>Experience influencing organizations and other professionals with a minimum of 2 years of managerial responsibility<li> <li>Strong PC proficiency MS Office Suite or comparable software applications<li> <li>Advanced degree MS MBA<li> <li>Outstanding communications relationship building influencing and collaboration skills<li> <li>Collaborative style and approach with comfort working in a matrixed decentralized structure<li> <li>Strategic thinking with ability to develop and implement actionable plans to drive business results<li> <li>Strong experience with customer engagement marketing across email direct mail and online channels<li> <li>Remote location from Charlotte NC<li> <ul><p><b>GradeLevel 11<b> <p> <p>The salary range for this position is <b>9000000 15500000<b> USD Annual and is eligible for an annual bonus based on individual and company performance <p> <p>Actual compensation offered within the posted salary range will be based upon work experience skill level or knowledge <p> <p>Salaries are adjusted according to market in CA NY Metro and Seattle <p> <p><b> Eligibility Requirements <b> <p> <ul><li>You must be 18 years or older<li> <li>You must have a high school diploma or equivalent<li> <li>You must be willing to take a drug test submit to a background investigation and submit fingerprints as part of the onboarding process<li> <li>You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act<li> <li>N ew hires Level 47 must have 9 months of continuous service with the company before they are eligible to post on other roles Once this new hire time in position requirement is met the associate will have a minimum 6 months time in position before they can post for future nonexempt roles Employees level 8 or greater must have at least 18 months time in position before they can post All internal employees must consistently meet performance expectations and have approval from your manager to post or the approval of your manager and HR if you dont meet the time in position or performance expectations<li> <ul><p>Legal authorization to work in the US is required We will not sponsor individuals for employment visas now or in the future for this job opening 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><b> Our Commitment <b> <p> <p>When you join us youll be part of a diverse inclusive culture where your skills experience and voice are not only heardbut valued We celebrate the differences in all of us and believe that our individual unique perspectives is what makes Synchrony truly a great place to work Together were building a future where we can all belong connect and turn ideals into action Through the power of our 8 Diversity Networks+ with more than 60 of our workforce engaged youll find community to connect with an opportunity to go beyond your passions <p> <p>This starts when you choose to apply for a role at Synchrony We ensure all qualified applicants will receive consideration for employment without regard to age race color religion gender sexual orientation gender identity national origin disability or veteran status <p> <p><b> Reasonable Accommodation Notice <b> <p> <ul><li>Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities Please tell us if you require a reasonable accommodation to apply for a job or to perform your job Examples of reasonable accommodation include making a change to the application process or work procedures providing documents in an alternate format using a sign language interpreter or using specialized equipment<li> <li>If you need special accommodations please call our Career Support Line so that we can discuss your specific situation We can be reached at 18663015627 Representatives are available from 8am 5pm Monday to Friday Central Standard Time<li> <ul><p><b>Job Family Group<b> <p> <p>Marketing<p>

Team Lead - Endpoint Engineering

Company: W. R. Berkley Corporation

Location: Wilmington, NC

Posted Mar 10, 2024

<p><strong>Company Details<strong> <p> <p>Berkley Technology Services BTS is the dynamic technology solution for W R Berkley Corporation a Fortune 500 Commercial Lines Insurance Company With key locations in Urbandale IA and Wilmington DE BTS provides innovative and customerfocused IT solutions to the majority of WRBCs 60+ operating units across the globe BTSs wide reach ensures that ideas and opinions are considered at every level of the organization to guarantee we find the best solutions possible <p> <p>Driven by a commitment to collaboration BTS acts as consultants to our customers and Operating Units by providing comprehensive solutions that not only address the challenge at hand but proactively plan for the Whats Next in our industry and beyond <p> <p>With a culture centered on innovation and entrepreneurial spirit BTS stands as a community of technology leaders with eyes toward the future leaders who truly care about growing not only their team members but themselves and take pride in their employees who shine BTS offers endless ways to get involved and have the chance to grow your career into a wide range of roles youd never known existed Come join us as we push forward into the future of industry leading technological solutions <p> <p>Berkley Technology Services Right Team Right Technology Simple and Secure <p> <p><strong>Responsibilities<strong> <p> <p>The <strong>Team Lead Endpoint Engineering<strong> will provide leadership and direction in a fast faced environment while leading the BTS Endpoint Engineering team Develop standards and training for staff to provide quality and timely service to the business Manage and support various endpoint service offerings to the companies Utilize vendor services along with internal resources to service and support a distributed network for company desktops Contribute to the modernization of endpoint technology to ensure Berkley operating units success <p> <ul><li>Manage and direct the daily activities of the Endpoint Engineering staff including both internal and external service providers <li> <li>Assignment and daily prioritization of incidents reported to the Service Desk ensure all requests are handled promptly and effectively such that agreed service levels are met<li> <li>Regularly monitors incidents status and speed of resolution of enquiries and problems is proactive in devising improvements and recommending changes to systems products or services <li> <li>Produce metrics to ensure a high level of customer satisfaction <li> <li>Resolve technical issues across technical areas relating to the extension of endpoint technology throughout the Company <li> <li>Manage endpoint projects supporting major systems initiatives within Production Management <li> <li>Monitormanage desktop physicalvirtual and computing activities lifecycle deployment disaster recovery and maintenance throughout the Company <li> <li>Address and resolve chronic endpoint issues <li> <li>Manage outsourced vendor agreements employeecontractor selection assignmentscheduling performance evaluations career plans skills assessment goal setting and training plans <li> <li>Ensures that the inventory of components to be supported is complete current and up to date with lifecycle practices <li> <li>Demonstrates commitment and ingenuity in expert application of available facilities to nonstandard situations investigating complex situations diagnosing underlying causes of difficulties and devising solutions or workarounds to ensure that the effect on operations is minimized <li> <li>For all requests that cannot be directly resolved provides an effective interface at the highest level between users and service providers ensures that priority setting and escalation procedures are applied effectively and that all complaints are responsibly and professionally resolved <li> <li>Evaluates potential solutions and implement in consultation with users demonstrates all features plans requirements installs including field modification and commissions desktop systems products and services and their upgrades agreed field modifications or workarounds<li> <li>Be able to represent the team as required with the ability to travel domestically<li> <ul><p><strong>Qualifications<strong> <p> <ul><li>57 years of experience in the information technology field with experience as a service delivery lead<li> <li>Strong background in IT service delivery with a proven track record of ability to meet business requirements<li> <li>Bachelors degree in computer science or a related field or a combination of education and equivalent experience <li> <li>Technical certifications in related fields are a plus<li> <li>Strong background of the desktop computing platform Physical and Virtual platforms<li> <li>Ability to support users remotely <li> <li>Proven background in developing centralized delivery of desktop upgrades patches and enhancements through automated packaging and other delivery methods <li> <li>Experience in implementing technology lifecycles and refresh processes <li> <li>Proven people management skills with a track record of leading a team <li> <li>Experience and commitment to customer service delivery and service level agreements <li> <li>Demonstrated experience in effectively communicating with a broad base of technical and nontechnical constituents including project teams and multiple management layers <li> <li>Outstanding interpersonal and teamwork skills <li> <li>Strong customer orientation and excellent negotiation skills <li> <li>Ability to foster teamwork<li> <li>Demonstrated knowledge in the implementation and best practices approach of ITIL <li> <ul><p><strong>Behavioral Attributes<strong> <p> <ul><li>Confronting Employee Issues<li> <li>Development Oriented<li> <li>Evaluating and Selecting Talent<li> <li>Operational Effectiveness<li> <li>Team Builder<li> <ul><p>The Company is an equal employment opportunity employer<p>

Operations Lead

Company: Capgemini

Location: Charlotte, NC

Posted Mar 10, 2024

<p><strong> About Capgemini <strong> <p> <p>Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future It is a responsible and diverse organization of over 360000 team members in more than 50 countries With its strong 55year heritage and deep industry expertise Capgemini is trusted by its clients to address the entire breadth of their business needs from strategy and design to operations fueled by the fast evolving and innovative world of cloud data AI connectivity software digital engineering and platforms The Group reported in 2022 global revenues of €22 billion <p> <p>Get The Future You Want | wwwcapgeminicom <p> <p><strong> About Infrastructure Services <strong> <p> <p>The Cloud Infrastructure Services Global Business Line is Capgeminis consulting and infrastructure buildandrun provisioning offering and supports the groups cloudbased services As part of the integrated cloud offering from Capgemini Cloud Infrastructure Services delivers a broad range of cloud services to build and support the hybrid cloud estate by encompassing the leading public cloud players and leading private cloud technologies With EUR 15 billion annual revenue Cloud Infra Services helps clients virtualize and optimize their IT estates through infrastructure outsourcing services such as data center helpdesk network support and service integration and service maintenance support Our other services also include infrastructure transformation serviceshelping clients consolidate and migrate entire workloads and data centers <p> <p>Visit us at wwwcapgeminicom People matter results count <p> <p>Applicants for employment in the US must have valid work authorization that does not now andor will not in the future require sponsorship of a visa for employment authorization in the US by Capgemini <p> <p><strong>Job Title<strong> Operations Lead <p> <p><strong>Location<strong> Fort Mills SC <p> <p><strong>Travel<strong> 25 <p> <p><strong> Job Description <strong> <p> <p>The OL is accountable for delivering the run services towards a client or a specific set of clients <p> <p>Primary Duties <p> <p>Delivering run services according to SLA <p> <p>Achievement cost amp efficiency savings <p> <p><strong> Responsibilities <strong> Responsible and Accountable for delivering the RUN services to a client or group of clients Manages operational delivery in accordance to the SLA and in line with budget for given contract Provides proactively feedback on delivery issues and brings up where applicable to the SDM andor Service Line Management Proactively works on service improvement initiatives and Service Improvement Plans to improve service quality and implement cost reductions Proactively manages the daytoday delivery relationship with the clients operational representatives Is accountable for Transition to RUN sign off Is accountable for 3rdparty management on the SLA Responsible for identification of operational cost and efficiency savings Supports SDM in promoting new service propositions to improve or extend the services to client Has overall responsibility for quantifying the actual and forecasted costs for delivery by Operations Ensures that cost control for run activities is maintained for their accounts achieving any cost reduction targets that may exist for the account Maintains a supply plan in line with known or predicted demand changes from the Service Delivery Manager Monitors effectiveness of developed and agreed processes as well as performance indicators and statistics as part of service level management Ensures adherence to company and clientdefined standards and change control procedures making sure adequate controls are in place to detect adverse trends Ensure timely delivery and accuracy of regular monthly management reports and attends review meetings as applicable The OL has a firm working relation with the SDM who is accountable for the overall contractual compliance of all services and projects<p>

HUB Engineering Development Manager

Company: Hitachi

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><b>Description<b> <p> <p>As the Engineering Development Manager for the Transformer Business in North America you will play a pivotal role in leading engineers to develop nextgeneration transformers Your expertise will be instrumental in driving innovation ensuring quality and optimizing processes for maximum efficiency <p> <p><b>Your Responsibilities<b> <p> <ul><li>Coordinate and lead engineering development projects for Product White space for Distribution Transformers Power Transformers and Transformer Components<li> <li>Create and implement the simple Gate model for HUB development Projects<li> <li>Create and manage development project timelines<li> <li>Ensure the projects are moving to completion per the original time plan<li> <li>Coordinate product reviews for improvements per customer requests<li> <li>Establish design rules for Hub Development projects and roll out into factories<li> <li>Collaborate with factory engineering and design tool managers<li> <li>Collaborate with product management to convert new white space requests into practical projects for development and support development activities<li> <li>Supervise directlyfunctionally a team of engineers that support development<li> <li>Responsible for the technical requirement specs for the projects and supervise technical writer<li> <ul><p><b>Your Background<b> <p> <ul><li>Bachelors degree in engineering or related field Masters degree preferred<li> <li>Proven experience 5+ in engineering leadership roles with a focus on transformer development<li> <li>Candidate must already have work authorization that would permit them to work for Hitachi Energy in the United States<li> <li>Strong knowledge of transformer design principles materials and manufacturing processes<li> <li>Excellent project management skills with a track record of delivering complex engineering projects on time and within budget<li> <li>Exceptional communication and interpersonal skills for effective team leadership and stakeholder engagement<li> <ul><p><b>Equal Opportunity Employer EOEFemalesMinoritiesProtected VeteransIndividuals with Disabilities <b> <p> <p><b>Protected veterans and qualified individuals with a disability may request a reasonable accommodation if you are unable or limited in your ability to use or access Hitachi Energy career site as a result of your disability You may request reasonable accommodations by calling a Hitachi Energy HR Representative at 18885042007 or by sending an email to email protected Resumes and applications will not be accepted in this manner<b><p>

Inside Sales Representative

Company: Radwell International

Location: Greensboro, NC

Posted Mar 11, 2024

<p><strong>Job Description<strong> <p> <p><strong>JOB SUMMARY<strong> <p> <p><strong>MondayFriday 8am5pm<strong> <p> <p>Responsible for sales and customer support responding to customer inquiries and managing sales leads that originate primarily from telephone inquiries <p> <p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES <strong> <p> <ul><li>Respond to customer inquiries to Radwell by phone email or through other means<li> <li>Manage sale opportunities for all product perform all sales tasks necessary<li> <ul><p>to turn opportunities into billable sales <p> <ul><li>Source products for manufacturers not currently supplied by Radwell new products<li> <li>Negotiate best purchase price for manufacturers not regularly supplied by Radwell new products<li> <li>Check inventory ie PLC Center inventory and fulfill order out of inventory if possible<li> <li>Correspond with customers via phone and email and responding to customers in a timely efficient and professional manner<li> <li>Ensure high degree of customer satisfaction as measured by our automated survey system customer feedback and other means<li> <li>Enter quotations and orders into sales order processing systems ensure accurate sales information including proper and accurate delivery payment terms and other critical order information confirm all orders with customer perform followup and order cleanup as necessary<li> <li>Meet minimum daily standards for quotes and other sales output expectations<li> <li>Build new customers in sales order processing systems capture complete and accurate information for new and existing customers<li> <li>Interact with all departments within Radwell to effectively meet customer commitments<li> <li>Perform product and price maintenance in pricetool and other business systems Build new part numbers as needed maintain product sourcing database<li> <li>Assist in business system database cleanup and ongoing maintenance<li> <li>Proactively develop new business through outgoing customer calls and other means<li> <ul><p>May be modified from time to time Other duties tasks and work may be assigned <p> <p><strong>METRICS<strong> Quotes per day <p> <ul><li>Monthly Invoice Volume generated Minimum Volume $125000<li> <li>Quote Order Ratio<li> <li>Outbound Calls<li> <li>Invoiced Dollars Generated<li> <li>Calls Taken<li> <ul><p><strong>QUALIFICATIONS<strong> <p> <ul><li>Must understand the sales cycle ability to understand the Radwell International sales cycle<li> <li>Strong computer skills ability to learn and understand Radwell computer systems to perform job tasks in an automated environment<li> <ul><p><strong>KNOWLEDGE amp SKILLS REQUIRED <strong> <p> <ul><li>Strong Computer proficiency<li> <li>Proficiency using email the internet Microsoft Office and other computer tools<li> <li>Ability to multitask<li> <li>Ability to work at fast pace<li> <li>Attention to detail<li> <li>Problem solving abilities<li> <li>Good communication skills<li> <li>Ability to sell<li> <ul><p><strong>EDUCATION amp EXPERIENCE <strong> <p> <p>Previous sales experience in a related environment or a college degree in business or a related field of study <p> <p><strong>PHYSICAL DEMANDS <strong> <p> <p>This is an office job and entails the physical demands associated with operating a telephone and computer viewing monitor keyboard mouse <p> <p><strong>BONUSCOMMISSION PLAN<strong> <p> <p>Eligible for commission after successful completion of introductory 90 days <p> <p><strong>EMPLOYEE EVALUATION SUMMARY<strong> <p> <p>Employee will be evaluated on quantitative productivity levels regarding amount of sales that result from actions number of items processedfollowedup and related activity <p> <p>The employee will also be evaluated according to customer satisfaction levels as identified by customers through our survey system and other feedback mechanisms In addition to regular coaching employee will receive the following written evaluations <p> <ul><li>Introductory Review Will be written at approximately 80 days after employment and will be used to determine whether employee has sufficiently met and performed the job requirements and will indicate whether employment will continue<li> <li>Monthly Reviews Employee will be given a brief written monthly review primarily focused on quantitative performance and measurement of activity<li> <li>Annual Reviews Employee will be given a formal regular annual review which assesses productivity and demonstrated business skills and accomplishments for the previous period<li> <ul>

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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