Retirement Plan Jobs in Raleigh-Durham, NC

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Senior Associate, FP&A

Company: RVO Health

Location: Charlotte, NC

Posted Mar 10, 2024

<p><b><strong>AT A GLANCE<strong><b> <p><p>We are actively seeking a Senior FPampA Associate at RVO Health for a unique opportunity to apply robust financial modeling skills to help solve realworld healthcare problems This role will aid in building and maintaining financial models for new products and solutions quantifying the investment required to bring the solution to market and forecasting the key drivers of revenue and value generation Key responsibilities include compiling comprehensive financial analyses such as budgets longrange plans and monthly forecasts assisting in monthly income statement management activities and interpreting and reporting financial results to a broad group of stakeholders This role will also work closely with project management to establish budgets for project milestones and regularly measure actuals against those budgets helping mitigate risk of cost overruns<p> <p>This highvisibility highimpact position represents a rare opportunity for the right individual to help inform the goforward strategy of the business If you are at the point in your career where youd like to try something new are comfortable operating in the unknown sometimes with nothing more than a blank sheet of paper and want the chance to help make a real difference in helping people live healthier lives this may be the position for you<p> <p>NOTE You must be located in Charlotte NC<p> <p><b>Where Youll Be<b> <p><p>To prioritize togetherness culture and accountability RVO Health operates on a hybrid inoffice work schedule We expect employees to work from our South Charlotte office Tuesday Wednesday and Thursday each week You are welcome to work remotely Mondays and Fridays if you wish<p> <p><strong><em>1101 Red Ventures Dr Fort Mill SC 29707<em><strong><p> <p><b><strong>What Youll Do<strong><b> <p><ul><li>Perform complex financial modeling to define the forecast budget and longrange plan for new healthcare products and solutions<li> <li>Collaborate with key business partners to develop recommendations and initiatives that align with the goforward strategy of the business<li> <li>Partner with project management to establish budgets for project execution and develop tools for interpreting actual cost vs budget<li> <li>Aid in monthly income statement management activities and interpretreport financial results to a broad group of stakeholders<li> <li>Prepare monthend and quarterclose business performance reports providing variance explanations and forwardlooking performance estimates<li> <li>Deliver monthly projections on business performance collaborating with crossfunctional leaders for insights<li> <li>Actively seek out opportunities for continuous improvement and efficiency in financial modeling data analysis and business planning<li> <ul><p><b><strong>What Were Looking For<strong><b> <p><ul><li> 4+ years of progressive financial planning and analysis<li> <li> Solid analytical background attention to detail experience managing big data sets and financial modeling<li> <li> Proven experience driving business performance in a highgrowth environment<li> <li> Intermediate to advanced level of proficiency with Excel Word and PowerPoint<li> <li> Solid quantitative and analytical skills complimented by an entrepreneurial and growthoriented mindset<li> <li> A high degree of initiative and selfmotivation<li> <li> Proven success functioning in a dynamic professional environment where the responsibilities change regularly<li> <li> Solid executive presence communication and influencing skills with internal and external stakeholders<li> <li> Ability to build solid relationships at all levels work collaboratively and influence across a matrix environment<li> <ul><p><strong>Pursuant to various state Fair Pay Acts below is a summary of compensation elements for this role at the company The following benefits are provided by RVO Health subject to eligibility requirements<strong><p> <ul><li> Starting Salary $80000$105000<br >Note actual salary is based on geographic location qualifications and experience<li> <li> Health Insurance Coverage medical dental and vision<li> <li> Life Insurance<li> <li> Short and LongTerm Disability Insurance<li> <li> Flexible Spending Accounts<li> <li> Paid Time Off<li> <li> Holiday Pay<li> <li> 401k with match<li> <li> Employee Assistance Program<li> <li> Paid Parental Bonding Benefit Program<li> <ul><p><strong>Who We Are<strong><p> <p>Founded in 2022 RVO Health is a new healthcare platform of digital media brands services and technologies focused on building relationships with people throughout their health amp wellness journey We meet people where they are in their personal health journeys and connect them with both the information and the care they need RVO Health was created by joining teams from both Red Ventures and UnitedHealth Groups Optum Health Together were focused on delivering on our vision of a stronger and healthier world<p> <p>RVO Health is comprised of Healthline Media Healthline Medical News Today Psych Central Greatist and Bezzy Healthgrades FindCare and PlateJoy Optum Perks Optum Store and the virtual coaching platforms Real Appeal Wellness Coaching and QuitForLife<p> <p>We offer competitive salaries and a comprehensive benefits program for fulltime employees including medical dental and vision coverage paid time off life insurance disability coverage employee assistance program 401k plan and a paid parental leave program<p> <p>RVO Health is an equal opportunity employer that does not discriminate against any employee or applicant because of race creed color religion gender sexual orientation gender identityexpression national origin disability age genetic information veteran status marital status pregnancy or any other basis protected by law Employment at RVO Health is based solely on a persons merit and qualifications <p> <p>We are committed to providing equal employment opportunities to qualified individuals with disabilities This includes providing reasonable accommodation where appropriate Should you require a reasonable accommodation to apply or participate in the job application or interview process please contact accommodationsrvohealthcom<p> <p><br ><p><p><strong>We do not provide visa sponsorship at this time<strong><p> <div> <p>RVO Health Privacy Policy httpsrvohealthcomlegalprivacy<p> <div>

Senior Paid Media Specialist

Company: OnLogic

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p>You come alive as the driving force propelling an inbound engine Witnessing the surge of leads and the exponential growth in online revenue motivates you Crafting and delivering the perfect message to the right audience ensures that OnLogic swiftly becomes the top choice in Industrial Computers Achieving ambitious goals fuels your energy and you eagerly contribute to setting these goals for Digital Marketing <p> <p>Your collaboration with the EU team of advertisers is close aligning on strategy while your connection with the sales team keeps you in tune with incoming traffic trends Always on the lookout for opportunities to enhance outcomes you thrive in a dynamic environment We are in search of an adept Senior Paid Media Specialist to spearhead impactful campaigns Your expertise will be instrumental in realizing our growth plans ensuring seamless campaign execution and fostering strong brand engagement <p> <p><strong>On an average day youll<strong> <p> <ul><li>Review and optimize existing campaigns on various advertising platforms<li> <li>Explore new features and functionalities to enhance campaign performance<li> <li>Collaborate with crossfunctional teams to understand marketing goals and objectives<li> <li>Develop and finetune paid media strategies based on business priorities<li> <li>Analyze campaign data to evaluate performance against key metrics<li> <li>Generate regular reports highlighting key insights and areas for improvement<li> <li>Provide datadriven recommendations to enhance campaign effectiveness<li> <li>Conduct AB tests on different elements of campaigns to identify optimal strategies<li> <li>Implement changes to improve clickthrough rates conversion rates and overall ROI<li> <li>Assess the performance of different campaigns and reallocate budgets as needed<li> <li>Engage in regular meetings with the marketing sales and finance teams to align strategies<li> <li>Communicate key findings challenges and successes with relevant stakeholders<li> <li>Collaborate with creative teams to ensure consistency between ad creatives and campaign goals<li> <li>Manage US Search Engine Marketing SEM activities including Google AdWords Bing Ads and Social Media Advertising channels and its corresponding budget as part of our growing digital marketing team<li> <li>Research advise and implement new opportunities in markets target groups and keywords and collaborate with SEO Content Writers to align paid and nonpaid SEM activities<li> <li>Be responsible for increasing revenue by digital campaigns inbound marketing growth and have experience using CRM tools ie Hubspot for analysis You work with monthly targets that will result in our annual growth <li> <ul><p><strong>The team you will be joining <strong> <p> <p>This multitalented inbound marketing and ecommerce team consists of digital marketers writers designers and communications experts who endeavor to show the world why OnLogic is the first choice in Industrial Computing Youll find them developing marketing campaigns producing stunning product catalogs curating our social media channels penning website content and laughing daily at each others terrible jokes Theyre a collaborative crew that works hard to position the brand generate demand and deliver a delightful customer experience <p> <p>The Marketing Team is dedicated to driving brand visibility engagement and growth through strategic marketing initiatives Our mission is to create compelling campaigns establish a strong online presence and show the world why OnLogic is the first choice in Industrial Computing Theyre a collaborative crew that works hard to position the brand generate demand and deliver a delightful customer experience <p> <ul><li>Learn more about Life at OnLogic <li> <ul><p><strong>Requirements<strong> <p> <ul><li>At least 46 years demonstrated experience with digital advertising with accompanying success stories <li> <li>Working knowledge of and experience with Google Ads search shopping display discovery performance max and YouTube campaigns Google Analytics and Google Search Console Knowledge of SEMRush is an advantage<li> <li>Bachelors degree in Marketing or a related field<li> <li>Demonstrated success in developing and executing successful paid media campaigns<li> <li>Experience in AB testing and implementing datadriven optimizations<li> <li>You are able to dive deep into the data as well as to recognize trends at a global level and communicate them concisely <li> <li>Proven track record of successfully delivering digital marketing campaigns<li> <li>Excellent communication and collaboration skills<li> <li>Ability to work in the US without visa sponsorship<li> <ul><p><strong>Who were looking for<strong> <p> <ul><li>You will be instrumental in driving our growth strategy through the successful delivery of digital marketing campaigns <li> <li>Your strategic approach and crossborder collaboration will contribute significantly to increasing brand visibility engagement and market share<li> <ul><p><strong>Who we are<strong>OnLogic is growing and we want to give you the same opportunity to grow in your career We design and manufacture specialized computers and hardware solutions for companies all over the world helping them to make the seemingly impossible possible Our computers are designed to work where others would fail and its our vision to be the first choice in industrial computing To make that vision a reality weve built a team of ambitious problem solvers guided by the companys core values of Open Fair Innovative and Independent We have an open office open salaries and strive to be fair and transparent in our decision making We encourage input and feedback from every member of our team and look to improve ourselves and our business every single day <p> <p>Diversity is an essential element of our core values Not just respecting but actively embracing a variety of backgrounds life experiences and opinions helps us foster innovation enhances our problemsolving capabilities and promotes learning and engagement among the members of our team We strongly encourage those with diverse backgrounds to apply <p> <p>We are committed to providing a safe inclusive and harassmentfree workplace for all employees We do not tolerate any form of harassment discrimination or bias based on race ethnicity gender sexual orientation religion disability age or any other protected characteristic <p> <p>To learn more about our values our mission and what its like to work at OnLogic visit wwwonlogiccomcareers <p> <p><strong>Benefits<strong> <p> <p>The salary range for this role is $95000 $105000 We determine final compensation based on discussions with applicants and their experience in similar roles <p> <ul><li>A competitive Salary based upon your experience and the requirements of the role<li> <li>A comprehensive Benefits package<li> <li>401k Plan with 3 Employer Contribution<li> <li>An Annual Profit Share Bonus <li> <li>Paid Maternity amp Paternity Leave and Short amp Long Term Disability<li> <li>Opportunity to Participate in our Employee Stock Purchase Plan<li> <li>A personal development plan created to help you and us grow<li> <ul><p>LILZ LIOnsite<p>

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>

Sr. R&D Program Manager

Company: Pendo.io

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><strong>Team <strong><p> <p>Come join our Pendo RampD Program Management team We have a team of 11 PGMs located globally in Israel Sheffield and US Raleigh This opportunity will be supporting our Platform Pillar in the Global RampD Program Management team as a trusted partner who identifies challenges collaborates and facilitates the most effective solution We are committed to creating a cohesive working environment that is effective transparent and motivating resulting in incremental customer value<p> <p><strong>Responsibilities<strong> <p> <p>Pendo is searching for a seasoned Sr RampD Program Manager to spearhead largescale initiatives and guide multiple scrum teams through the intricate dance of a successful product launch This dynamic role demands not only selfmotivation and diligence but also an indepth understanding of agile methodologies and Pendos intricate launch process Youll orchestrate the efforts of crossfunctional teams adeptly navigate the evershifting landscape of a fastpaced environment and master the art of communication with diverse stakeholders from vendors to GTM partners Ultimately your expertise will not only ensure smooth product launches but also contribute to delivering outstanding customer satisfaction making you a key player in Pendos continued success<p> <ul><li>Work closely with Pendo leadership and key partners to ensure alignment with strategic objectives <li> <li>Own and execute Pendos whole product launch process<li> <li>Understands the basic and advanced agile methodologies and knows how to apply them from knowledge and experience that fits Pendo pillar andor teams <li> <li>Owns pillarsquad specific reporting on progress roadmap updates internal metrics risk management communication plan gotomarket activities and hold people accountable to ensure business goals are met<li> <li>Lead initiativesprojects by staying aligned on scope business goals operational model and securing crossfunctional alignment<li> <li>Establish and maintain positive and productive relationships with internalexternal stakeholders<li> <li>Explore unique new opportunities to solve problems <li> <li>Lead and facilitate key stakeholder meetings such as pillarsquadscrum team leadership syncs initiative kickoffs gotomarket kickoffs agile ceremonies such as retrospectives sprint plannings <li> <li>Participate in weekly Program Management team meetings to share learnings and improvements <li> <ul><p><strong>Minimum Qualifications <strong><p> <ul><li>A Bachelors or equivalent work experience<li> <li>Must be self driven in a fastpaced environment<li> <li>Thorough understanding of projectprogram management techniques and methods<li> <li>Knowledge of basic andor advanced agile methodologies<li> <li>Exceptional skills in leadership communication time management facilitation and organization<li> <ul><p><strong>Preferred Qualifications <strong><p> <ul><li>Professional PSM or Certified Scrum Master CSM certification<li> <li>Strong customer service experience <li> <li>Relevant work experience in product development lifecycle PDLC<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><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 $115000$135000<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 ><br ><p><p><span>LISC1<span><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>

VP, Business Development - Data & AI

Company: WillowTree

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><b><strong>Who We Are<strong><b> <p><p><span>WillowTree a TELUS International Company partners with the worlds leading brands to help them tackle their thorniest challenges be it launching new digital products delivering personalized marketing at scale or harnessing the power of data and AI to transform their business These missioncritical initiatives arent solved by a single discipline Great digital is a team game it requires seamlessly combining strategy engineering design data science marketing and more Other firms have bolted on these capabilities as digital natives weve built them into our teams from Day 1 The result Top and bottom lines that grow alongside our clients capabilities <span><span>Check out how we have impacted our clients digital portfolios over the years<span><span><span><p> <p><span>In January 2023 WillowTree was acquired by TELUS International Symbol TIXT The combined company brings an unparalleled ability to deliver seamless trusted digitallyenabled experiences across any channel a customer might choose be it mobile apps websites voice skills chatbots email service agents or associates<span><p> <p><b><strong>Location and Flexibility<strong><b><br ><p><p>This role will have the option to be in a <strong>Work From Near Hybrid<strong> capacity based out of one of our offices OR in a <strong>Work From Anywhere Remote<strong> capacity with travel to clients and WillowTree offices expected <p> <p><b><strong>The Opportunity <strong><b> <p><p><span>The <span><strong>VP Business Development <strong><span>role is responsible for leading relationships with key strategic accounts and for cultivating relationships with key prospective accounts This role will largely focus on our Data and AI vertical The VP will ensure that all aspects of account work from strategic development to execution are exceeding client expectations While working with Business Development and Marketing leadership on a combination of product brand market and sales strategies the VP will coordinate new leads field new business opportunities and win new business<span><p> <p><span>WillowTrees Business Development team encompasses a range of skilled professionals that drive innovation and growth on the front lines of client engagement As a team we rally around three distinct areas in the client journey map Prospecting Pursuit and Expansion A few responsibilities across our team include identifying new relationships and opportunities nurturing ongoing relationships with client partners contracting agreements writing proposals pitching our services to prospective clients and more<span><p> <p><b><strong>Responsibilities <strong><b> <p><ul><li><span>Identify target accounts to optimize services and communicate WillowTrees capabilities to clients<span><li> <li><span>Competently articulate product features to successfully implement technology solutions<span><li> <li><span>Youll collaborate with our Solutions Architects and Product teams to craft executivelevel proposals pitches and SOWs for prospective and existing clients<span><li> <li><span>Cultivate and extend existing Clevel relationships with current clients<span><li> <li><span>Youll team up with our delivery leadership to respond to opportunities and teamsell through RFP responses or other types of sales cycles<span><li> <li><span>Advise WillowTrees internal teams on industry and vendor trends to remain wellpositioned to assist our clients<span><li> <ul><p><b><strong>Qualifications <strong><b> <p><ul><li><span>Deep experience in Data Engineering andor AI custom services sales engaging with F5000level client accounts<span><li> <li><span>Experience in netnew client logo acquisition OR crossselling within existing client accounts<span><li> <li><span>Extensive knowledge in AI Machine Learning Machine Learning Ops Data Engineering andor Data Science<br ><span><li> <li><span>Intellectual curiosity about the Data amp AI market and trends<span><li> <li><span>Ability to identify and characterize business issues while demonstrating a nose for value to discern what is important<span><li> <li><span>Maintains the capability to scope and plan underlying analyses that will yield critical answers to the questions at hand Understand the required data to complete the analysis and procure them accordingly Analyze data and translate findings into meaningful insights and recommendations<span><li> <li><span>Ability to communicate effectively and succinctly both verbally and on paper and across all levels of an organization The ideal candidate excels in client relationshipscommunication and possesses the executive presence to influence appropriate senior stakeholders<span><li> <ul><p><b><strong>Bonus Points <strong><b> <p><ul><li><span>Background in Data Engineering or Data Science<span><li> <li><span>Masters Degree in Business Administration<span><li> <ul><p><b><strong>Why WillowTree<strong><b> <p><p>We offer a place to be yourself<p> <p>Our differences both visible and invisible benefit our teams our communities and the products we craft Thats why WillowTree strives to build a team with diverse backgrounds skills and perspectives <strong>Youll work hard here however well balance that with a culture that<strong> <strong>supports your growth and cares <strong>about your wellbeing Were committed to creating an environment of inclusion a place where every Tree can thrive<p> <p>We want you to reach your fullest potential and part of your professional development at WillowTree will include dedicated time to innovate on passion projects and an annual stipend to fund your professional pursuits<p> <p><em><span>WillowTree upholds our core values in every aspect of our work We promote safe and inclusive work environments and maintain a drugfree workplace We celebrate our differences and provide equal employment opportunities to all team members and applicants without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws Diverse teams build better products We acknowledge that the tech industry especially lacks opportunity for those who are of nontraditional backgrounds and in underrepresented groups In order to create the best products for everyone we know that its important for our team to reflect the diversity of our users and we are committed to being the change we want to see<span><em><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>

Enterprise Account Executive

Company: Relay

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><br ><p><p><span>Relay a Raleighbased tech startup is looking to change the way we communicate Were on a mission that matters <span><p> <p><span>Frontline workers are the lifeblood of our economy and were building the platform that makes them better faster and safer than ever before<span><p> <p><span>Were hiring for an Enterprise Account Executive to join our Sales team in a strategic capacity Were looking for a hardworking driven individual with superb energy passion and initiative for new business acquisition The Enterprise Account Executive role focuses exclusively on formulating and executing a sales strategy specifically within an assigned territoryvertical Candidates with demonstrated success with strategic hospitality client acquisitions and Brand Ownership and Management relationships will be prioritized for this role<span><p> <p><span>Here at Relay weve designed built and launched an entirely new product category a simple rugged internetenabled smartdevice and all the software that runs it that is disrupting the handheld radio industry for B2B enterprise clients and nondesk workers hospitality healthcare education golf parks sports <span><p> <p><span>Weve achieved proven productmarket fit with a user experience that solves realworld customer pain and unlocks new capabilities and are expanding our Sales teams to support this growth<span><p> <p><span>We embrace change and innovation not only in our technology but also in our sales gotomarket strategy Leadership is committed to inspiring and enabling success for everyone on the team with our customers at the heart and center of what we do <span><p> <p><span>We not only equip you to be successful and close deals but we want your feedback and input on how we can iterate and optimize As a crucial part of the Sales team you will have access to a lucrative market with a product that has gained enormous traction in the marketplace<span><p> <p><span>This role will be based in Raleigh North Carolina and we work in a hybrid model We anticipate 3040 travel for this hire<span><p> <p><b><strong>Responsibilities and impact<strong><b> <p><ul><li><span>Proactively prospect identify qualify and develop a sales pipeline <span><li> <li><span>Close business to meet and exceed monthly quarterly and annual bookings objectives<span><li> <li><span>Build strong and effective relationships resulting in growth opportunities<span><li> <ul><p><b><strong>Requirements<strong><b> <p><ul><li><span>5+ years field experience of quotacarrying experience in a fastpaced and competitive market with a focus on new business development<span><li> <li><span>Demonstrated ability to articulate the business value of enterprise technology<span><li> <li><span>A track record of overachievement and hitting sales targets<span><li> <li><span>Skilled in building business champions and running a complex sales process<span><li> <li><span>In depth understanding of the hospitality industry hospitality pain points and technology and SaaS product experience<span><li> <li><span>Familiarity in sectors including senior living healthcare industrial food service and logisticswarehousing is a plus<span><li> <li><span>Candidates with demonstrated success with strategic hospitality client acquisitions and Brand Ownership and Management relationships are prioritized for this role<span><li> <li><span>Driven and competitive Possess a strong desire to be successful<span><li> <li><span>Skilled in managing time and resources sound approach to qualifying opportunities<span><li> <li><span>The aptitude to learn quickly and establish credibility High EQ and selfawareness<span><li> <ul><p><strong>About us company culture amp perks<strong><p> <p><span>We have a culture where we empower our Relayers to do the best work in their lives We call this idea BWIML best work in my life<span><span><br ><span><p> <p><span>Its truly amazing what happy engaged team members can achieve Our ever evolving list of<span><strong> benefits <strong><span>means youll be able to achieve worklife balance stay healthy perform impactful work grow in your role look after yourselfyour family and invest in your future At Relay we offer<span><p> <ul><li><span>100 Paid Insurance Health Dental Vision LongShort Term Disability and Life Insurance benefits for you and those who depend on you<span><li> <li><span>Generous Paid Time Off<span><li> <li><span>401K Savings Plan + Company Match<span><li> <li><span>Baby Cash Reward + Paid Parental Leave<span><li> <li><span>Annual credit towards items that promote productivity andor wellness This includes smartphones fitness trackers gymfitness memberships remote office and workout equipment and more<span><li> <li><span>Free Snacks and Fun Times<span><li> <li><span>Latest tech standing desks and all the accessories and software you need to succeed in your role<span><li> <ul>

Project Manager - Greensboro, NC

Company: GXO Logistics, Inc.

Location: Greensboro, NC

Posted Mar 10, 2024

<p><b>Logistics at full potential <b> <p> <p>At GXO were constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires You know that a positive work environment creates happy employees which boosts productivity and dedication On our team youll have the support to excel at work and the resources to build a career you can be proud of <p> <p>Are you ready to take your career to the next level with a rapidly growing global company Join GXO Logistics As the Project Manager Technology you will determine areas of potential improvement lead change management initiatives and oversee project implementation Youll find yourself immersed in a forwardthinking environment fueled by achievement and a tenacious team spirit Well give you the support you need to excel at work and the resources to build a career that will exceed your expectations <p> <p><b>Pay benefits and more <b> <p> <p>We are eager to attract the best so we offer competitive compensation and a generous benefits package including full health insurance medical dental and vision 401k life insurance disability and the opportunity to participate in a company incentive plan <p> <p><b>What youll do on a typical day <b> <p> <ul><li> Provide leadership in change management through project management disciplines <li> <li> Advocate for continuous process improvement <li> <li> Cultivate communications and collaborative support with all departments and team members <li> <li> Oversee onsite implementation efforts create and maintain project schedules and commitments including actions owners and timeline expectations <li> <li> Provide weekly updates to team routinely update management with an accurate and valid status of each milestone <li> <li> Guide project meetings with both internal and external customers <li> <li> Ensure the success of each project <li> <ul><p><b>What you need to succeed at GXO <b> <p> <p>At a minimum youll need <p> <ul><li> Bachelors degree or equivalent related work or military experience <li> <li> 1 year of experience managing projects in an IT organization <li> <li> Advanced proficiency in Microsoft Office <li> <li> Experience with project management disciplines methodologies and life cycle <li> <ul><p>Itd be great if you also have <p> <ul><li> LeanSix Sigma knowledge and experience <li> <li> PMP certification <li> <li> Database system knowledge <li> <li> Excellent communication presentation and interpersonal skills <li> <li> Ability to thrive in a fastpaced environment <li> <li> Solid problemsolving and analytical skills <li> <li> Ability to adapt to various situations while simultaneously prioritizing multiple projects <li> <ul><p><b>We engineer faster smarter leaner supply chains <b> <p> <p>GXO is a leading provider of cuttingedge supply chain solutions to the most successful companies in the world We help our customers manage their goods most efficiently using our technology and services Our greatest strength is our global team energetic innovative people of all experience levels and talents who make GXO a great place to work <p> <p>We are proud to be an Equal OpportunityAffirmative Action employer Qualified applicants will receive consideration for employment without regard to race sex disability veteran or other protected status <p> <p>GXO adheres to CDC OSHA and state and local requirements regarding COVID safety All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers <p> <p>All applicants who receive a conditional offer of employment may be required to take and pass a preemployment drug test <p> <p>The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified All employees may be required to perform duties outside of their normal responsibilities from time to time as needed Review GXOs candidate privacy statement here <p> <p>buttontext37ffa6d30c5129fd a border 1px solid transparent buttontext37ffa6d30c5129fd afocus border 1px dashed ff3a00 important outline none important <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>

VP, Business Development - Consumer

Company: WillowTree

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><b><strong>Who We Are<strong><b> <p><p><span>WillowTree a TELUS International Company partners with the worlds leading brands to help them tackle their thorniest challenges be it launching new digital products delivering personalized marketing at scale or harnessing the power of data and AI to transform their business These missioncritical initiatives arent solved by a single discipline Great digital is a team game it requires seamlessly combining strategy engineering design data science marketing and more Other firms have bolted on these capabilities as digital natives weve built them into our teams from Day 1 The result Top and bottom lines that grow alongside our clients capabilities <span><span>Check out how we have impacted our clients digital portfolios over the years<span><span><span><p> <p><span>In January 2023 WillowTree was acquired by TELUS International Symbol TIXT The combined company brings an unparalleled ability to deliver seamless trusted digitallyenabled experiences across any channel a customer might choose be it mobile apps websites voice skills chatbots email service agents or associates<span><p> <p><b><strong>Location and Flexibility<strong><b><br ><p><p>This role will have the option to be in a <strong>Work From Near Hybrid<strong> capacity based out of one of our offices OR in a <strong>Work From Anywhere Remote<strong> capacity with travel to clients and WillowTree offices expected <p> <p><b><strong>The Opportunity <strong><b> <p><p><span>The <span><strong>VP Business Development <strong><span>role is responsible for leading relationships with key strategic accounts and for cultivating relationships with key prospective accounts This role will largely focus on our Consumer vertical inclusive of CPG Travel Hospitality Retail QSR etc The VP will ensure that all aspects of account work from strategic development to execution exceed client expectations While working with Business Development and Marketing leadership on a combination of product brand market and sales strategies the VP will coordinate new leads field new business opportunities and win new business<span><p> <p><span>WillowTrees Business Development team encompasses a range of skilled professionals that drive innovation and growth on the front lines of client engagement As a team we rally around three distinct areas in the client journey map Prospecting Pursuit and Expansion A few responsibilities across our team include identifying new relationships and opportunities nurturing ongoing relationships with client partners contracting agreements writing proposals pitching our services to prospective clients and more<span><p> <p><b><strong>Responsibilities <strong><b> <p><ul><li><span>Identify target accounts to optimize services and communicate WillowTrees capabilities to clients<span><li> <li><span>Competently articulate product features to successfully implement technology solutions<span><li> <li><span>Youll collaborate with our Solutions Architects and Product teams to craft executivelevel proposals pitches and SOWs for prospective and existing clients<span><li> <li><span>Cultivate and extend existing Clevel relationships with current clients<span><li> <li><span>Youll team up with our delivery leadership to respond to opportunities and teamsell through RFP responses or other types of sales cycles<span><li> <li><span>Advise WillowTrees internal teams on industry and vendor trends to remain wellpositioned to assist our clients<span><li> <li><span>You must have the ability to travel up to 25 for client visits pitches and conferences if based in one of our office locations A higher percentage ~40 of travel will be expected for remote team members to maintain a frequent presence in our office locations <span><li> <ul><p><b><strong>Qualifications <strong><b> <p><ul><li>Deep experience in a digital product professional services agencyconsultancy engaged with F5000level client accounts<li> <li>Balance of both growth strategy project work as well as operational project responsibilities including digital transformation In addition the ideal candidate has had the opportunity to manage teams and multiple work streams<li> <li>Ability to identify and characterize business issues while demonstrating a nose for value to discern what is important<li> <li>Scope and plan underlying analyses that will yield critical answers to the questions at hand Understand the required data to complete the analysis and procure them accordingly Deliver timely zerodefect execution of analysis Leverage quantitative tools for the analytical heavy lifting Analyze data and translate findings into meaningful insights and recommendations<li> <li>Ability to communicate effectively and succinctly both verbally and on paper and across all levels of an organization The ideal candidate excels in client relationshipscommunication and possesses the executive presence to influence appropriate senior stakeholders<li> <ul><p><b><strong>Bonus Points <strong><b> <p><ul><li><span>An engineering or computer science degreebackground<span><li> <li><span>Masters Degree in Business Administration<span><li> <ul><p><b><strong>Why WillowTree<strong><b> <p><p>We offer a place to be yourself<p> <p>Our differences both visible and invisible benefit our teams our communities and the products we craft Thats why WillowTree strives to build a team with diverse backgrounds skills and perspectives <strong>Youll work hard here however well balance that with a culture that<strong> <strong>supports your growth and cares <strong>about your wellbeing Were committed to creating an environment of inclusion a place where every Tree can thrive<p> <p>We want you to reach your fullest potential and part of your professional development at WillowTree will include dedicated time to innovate on passion projects and an annual stipend to fund your professional pursuits<p> <p><em><span>WillowTree upholds our core values in every aspect of our work We promote safe and inclusive work environments and maintain a drugfree workplace We celebrate our differences and provide equal employment opportunities to all team members and applicants without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws Diverse teams build better products We acknowledge that the tech industry especially lacks opportunity for those who are of nontraditional backgrounds and in underrepresented groups In order to create the best products for everyone we know that its important for our team to reflect the diversity of our users and we are committed to being the change we want to see<span><em><p>

Sr Relationship Manager Raleigh, NC

Company: TD Bank

Location: Raleigh-Durham, NC

Posted Mar 10, 2024

<p><strong>Company Overview<strong> <p> <p><b>Our Values<b> <p> <p>At TD were guided by our purpose to enrich the lives of our customers communities and colleagues and share a set of values that shape our culture and behaviors In exchange for how our colleagues show up to help TD succeed we are committed to delivering a colleague experience grounded in Impact Growth and a Culture of Care No matter where you work across TD we empower you to make an impact at work and in your community explore and grow your career and be part of our caring and inclusive culture <p> <p><b>Making Your Wellbeing a Priority<b> <p> <p>A caring and supportive culture that promotes colleague wellbeing is core to who we are At TD we focus on total wellbeing with extensive programs to help colleagues assess manage and improve their wellbeing across four core pillars physical financial social and mentalemotional In addition we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth Through our focus on wellbeing we know that we can help our colleagues thrive contribute to our culture of care and support better business outcomes because when colleagues feel their best theyre more likely to do their best <p> <p><b>Our Total Rewards Package<b> <p> <p>Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental wellbeing goals Total Rewards at TD includes base salary and variable compensationincentive awards eg eligibility for cash andor equity incentive awards generally through participation in an incentive plan and several other key plans such as health and wellbeing benefits savings and retirement programs paid time off including Vacation PTO Flex PTO and Holiday PTO banking benefits and discounts career development and reward and recognition <p> <p><b>How We Work<b> <p> <p>At TD we believe inperson connections fuel collaboration and collective creativity Our workplace experience empowers colleagues to do great work sidebyside at TD locations while offering flexibility to work remotely where it makes sense for the work and team Our teams work in one of three workplace models hybrid onsite and primarily remote Wherever our colleagues are working theyll always have access to the TD community to experience our culture of care <p> <p><b>Who We Are<b> <p> <p>TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branchesstores Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals As an organization we keep growing and so will you <p> <p><strong>Department Overview<strong> <p> <p>The Sr Relationship Manager serves the needs of the community commercial banking business customizing a broad range of products and services to meet the financial needs of TDs customers The job acquires develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers <p> <p>The role is a trusted advisor who with sensitivity to the customers operating environment structures and packages practical and competitive solutions that demonstrate an understanding of their financing cash management and overall business needs to add value to the customers portfolio <p> <p><strong>Job Details<strong> <p> <ul><li>Recognized as top level expert within the company in a customer segment or productservice line with responsibility for identifying and interpreting trends in the market to structure portfolios and get results<li> <li>Develops new business with prospects that have the largest and most complex credit needs in assigned portfolio segment<li> <li>Defines new approaches to sell and deliver solutions<li> <li>Anticipates emerging customer trends as a basis for recommending products and services and expanding the business<li> <li>Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment<li> <li>Oversees the management and activities of large accounts and related servicing teams<li> <li>Manages the most strategic relationships that are characterized by significantly complex products and services provided andor takes a significant business development focus<li> <li>Solves unique problems with broad impact on the business segment and financials<li> <li>Develops and implements new and innovative approaches to the sales process including negotiation of terms and approaches to account management provides expert advice internally and externally<li> <li>Impacts a range of sales achievement for largest accounts and relationships and a significant part of one or more business lines<li> <li>Communicates complex ideas anticipates potential objections and persuades customers negotiates significant terms<li> <li>Provides leadership guidance makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program<li> <li>Identifies and leads problem resolution for projectprogram complex requirements related issues at all levels<li> <ul><p>LIHybrid <p> <p><strong>Inclusiveness<strong> <p> <p><b>Our Commitment to Diversity Equity and Inclusion<b> <p> <p>At TD were committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work experience equitable opportunities and feel respected and supported Were dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve <p> <p>EOEMinoritiesFemalesVeteransIndividuals with DisabilitiesSexual OrientationGender Identity <p> <p><b>Accommodation<b> <p> <p>If you are a candidate with a disability and need accommodations to complete the application process email the TD Bank US Workplace Accommodations Program at USWAPTDOtdcom Include your full name best way to reach you and the accommodation needed to assist you with the application process <p> <p><b>How Were Helping Make an Impact in Communities<b> <p> <p>TD has a longstanding commitment to help drive progress towards a more inclusive and sustainable future Thats why we launched the TD Ready Commitment in 2018 now a multiyear North American initiative Under the TD Ready Commitment we are targeting a total of $1 billion by 2030 in community giving across four key interconnected drivers of change Financial Security Vibrant Planet Connected Communities and Better Health Its our goal to help support change nurture progress and contribute to making the world a better more inclusive place for our customers colleagues and communities <p> <p>We look forward to hearing from you <p> <p><strong>Qualifications<strong> <p> <ul><li>Undergraduate degree<li> <li>10+ years relevant experience<li> <li>Indepth understanding of commercial industry business development techniques and credit decisions<li> <li>Proven business development track record with proven ability to conceptualize and implement effective new business strategies<li> <li>Extensive network of outside referral sources for new business<li> <li>Excellent credit and financial analysis skills<li> <li>Effective negotiation skills<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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