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Primary Duties and Responsibilities<ul> <li>Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.</li> <li>Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.</li> <li>Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.</li> <li>Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.</li> <li>Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.</li> <li>Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.</li> <li>Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.</li> <li>Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.</li> <li>Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.</li> <li>Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.</li> <li>Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.</li> <li>Other responsibilities may be assigned as necessary.</li> </ul>Qualifications<ul> <li>Series 7 required.</li> <li>Bachelor's degree in business, finance or related field.</li> <li>Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.</li> <li>Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.</li> <li>Confidence in counseling representatives on a variety of proactive approaches and solutions.</li> <li>Strong analytical skills, problem solving, attention to detail and accuracy.</li> <li>Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.</li> <li>High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.</li> <li>3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.</li> </ul>This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRACompensation Range: Pay Range - Start: $76,650.00Pay Range - End:$142,350.00 Geographic Specific Pay Structure: 195 - Structure 110: 84,350.00 USD - 156,650.00 USD195 - Structure 115: 88,130.00 USD - 163,670.00 USDWe believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> to learn more.Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!Northwestern Mutual is an <a href="https://www.northwesternmutual.com/equal-employment-opportunity-policy/" target="_blank">equal opportunity employer</a> who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Northwestern Mutual

Financial Planning Business Consultant

<h3> Position Summary </h3> Are you an expert in Federal Acquisition Regulations with a knack for handling complex and strategic contractual matters? Join our team as a Federal Acquisition Specialist, where you'll serve as a trusted advisor on all facets of Federal pre and post contract award activities. Your expertise will shape win strategies, support strategic contract negotiations, and lead projects to successful completion. With your analytical skills and persuasive communication, you'll advise leadership on emerging acquisition topics and ensure complex contracts are understood and inform team strategy. Apply now to make a significant impact on our Federal Acquisition strategy! Recruiting for this role ends on May 2nd, 2025. Work you’ll do: As a domain expert on strategic acquisition topics related to federal contracts, you will guide and coordinate contractual aspects of pursuit strategy and proposal development through award for assigned opportunities. You will independently review complex contract actions, develop tactical action plans, and monitor your portfolio to identify risks and opportunities. Managing your workload will ensure timely project completion and accurate deliverables. Collaboration with support teams will address complex contracts administration and proposal challenges. You will track and communicate key issues, risks, and opportunities, and may negotiate complex contracts and agreements. Sharing lessons learned will facilitate knowledge sharing within the team and organization. Required Skills: <ul> <li>Demonstrated proficiency with MS Outlook, Excel, and PowerPoint</li> <li>Strong consultative and communication skills</li> <li>Command knowledge of Federal Contracting regulations</li> <li>Ability to operate in a demanding executive-level environment</li> <li>Demonstrated ability to lead and work effectively collaboratively with teams</li> <li>Expertise in supporting alternative acquisition approaches (OTA, CSOs, SBIR, STTR, etc.)</li> <li>10+ years of relevant contract experience</li> <li>Command knowledge of the Federal Acquisition Lifecycle</li> <li>Demonstrated ability to lead and influence teams</li> <li>Bachelor’s Degree</li> <li>Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li> </ul> Preferred Experience: <ul> <li>Extensive knowledge of the TechFAR</li> <li>Proven ability to utilize emerging technologies (e.g., Artificial Intelligence, Machine Learning) to enhance procurement processes</li> <li>Advanced Degree or relevant Certificate</li> <li>Strong track record of working effectively and collaboratively with teams</li> <li>Direct supervisory experience managing a team of 3 or more</li> <li>Experience in leveraging emerging technologies to drive business process improvements</li> <li>NCMA certifications such as CFCM, CCCM, or CPCM</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $102,500-$188,900 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: [1] <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Contracts Market Growth, Sr. Manager

<h3> Position Summary </h3> CPQ Consultant Customer is creating a new model for a new age-we’re an agency and a consultancy. Understanding the digital space and preparing for what’s next is at our core. We help clients reimagine how profits are made, how relationships are created and managed; we reshape how work gets done, and rewire the competitive fabric of entire industries. That’s the power of driving disruption. That’s Customer. Work you’ll do As a Consultant at Deloitte works within an engagement team and is responsible for identifying business requirements, requirements management, functional design, user story development, prototyping, process design (including scenario design, flow mapping), testing, training, defining support procedures, leading work streams and supporting implementations. Recruiting for this role ends on 5/30/2025. The Team The Sales and Service team focuses on designing and implementing sales and service experiences, capabilities, and architectures to bring customer strategies to life. Our ambition is to be the best in the world at driving customer transformation through the development of clever commercial strategies, distinctive experiences, and the application of digital technologies. We help make the “creative digital consultancy” real and in doing so, make new markets. Professionals will serve our clients through the following types of work: <ul> <li>Customer Operations | enables different capabilities throughout Lead to Fulfillment life cycle, we are closely aligned in assisting clients in providing a high-quality customer experience and executing efficient processes</li> <li>Sales Excellence &amp; Service Excellence | Integrate the latest technologies with leading-edge strategies, insights, experiences, and talent to enable outstanding customer service</li> <li>Salesforce | Deloitte unleashes the powerful Salesforce platform for our clients to drive the best possible outcomes and redefine engagement. We innovate like never before by creatively using technology to help enhance digital customer and employee experiences for our clients</li> </ul> Required Qualifications <ul> <li>A Bachelor’s degree</li> <li>Three plus years consulting and/or Lead to- Cash (CPQ/ CLM) implementation experience</li> <li>At least four full-lifecycle CPQ projects, with strong implementation expertise in at least two of the following technologies: Conga CPQ and CLM, Salesforce CPQ &amp; billing, Vlocity CPQ</li> </ul> <ul> <li>Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve.</li> <li>Limited immigration sponsorship may be available</li> </ul> Preferred <ul> <li>Salesforce or Apttus CPQ certified</li> </ul> <ul> <li>An advanced degree in the area of specialization</li> <li>Experience defining systems strategy, road-map, developing process flow diagrams, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions.</li> <li>Experience implementing other CRM platforms (SAP CRM, Oracle, Salesforce.com, Microsoft Dynamics, etc.) or CPQ/CLM technologies (Oracle, Salesforce, Conga, , etc.)</li> <li>Strong problem solving and troubleshooting skills with the ability to exercise mature judgment</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,875 to $163,125. #Customer_US #SS_US How you’ll grow At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. <a href="https://zoomforth.com/s/deloitte/du#home" target="_blank">Explore Deloitte University, The Leadership Center.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=top_life-at-deloitte" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Deloitte’s culture Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. <a href="http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=top_life-at-deloitte" target="_blank">Learn more about Life at Deloitte.</a> Corporate citizenship Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. <a href="http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html" target="_blank">Learn more about Deloitte’s impact on the world.</a> Recruiter tips We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you’re applying to. <a href="http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte professionals.</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Salesforce CPQ Consultant

CompanyCox Communications, Inc.Job Family GroupSalesJob ProfileSr Manager, Direct Sales New Business - CCIManagement LevelSr Manager - People Leader Flexible Work Option Can work remotely but need to live in the specified city, state, or regionTravel %Yes, 50% of the timeWork ShiftDayCompensationCompensation includes a base salary of $107,100.00 - $160,700.00. The salary rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's experience. In addition to the salary range identified herein, this role is also eligible for an annual incentive/commission target of $75,000.00.Job DescriptionAt RapidScale, exceptional technology is powered by exceptional people. As a growing leader in secure, reliable managed cloud solutions, we help SMBs and enterprises alike simplify IT and unleash innovation. With a broad portfolio spanning AWS, Azure and Google to a full set of Private Cloud and Cybersecurity solutions, RapidScale helps companies turn technology into their biggest competitive advantage. As part of the Cox family of companies, we offer best-in-class benefits, a commitment to work-life balance, and an award-winning workplace experience.This role reports to the Director of Sales and entails overseeing all recruitment and sales efforts for RapidScale services directed at prospective and existing Cox Business (CB) customers, as well as off-net clients engaging directly with RapidScale. The Senior Manager will lead a team of Cloud Solution Consultants (CSC), focused on maximizing revenue opportunities and fostering growth from CB customers and prospects across the nation. Additionally, the individual will develop and implement strategies to encourage CB sellers to actively collaborate with the Cloud Solutions Consultant team. This position carries sales quotas, with full responsibility for achieving 100% of quarterly and annual sales targets. Primary Responsibilities: Sales Performance &amp; Targets: <ul><li>Achieve or surpass monthly, quarterly, and annual sales quotas. </li></ul><ul><li>Lead the Regional CSC Team in meeting defined sales goals. </li></ul><ul><li>Accurately forecast sales to meet targets and support strategic planning. </li></ul><ul><li>Monitor and analyze sales performance, providing regular reports and insights to senior management. </li></ul>Team Development &amp; Coaching: <ul><li>Onboard new CSCs and guide them towards target achievement. </li></ul><ul><li>Train and mentor new and experienced CSCs, offering continuous coaching for high performance and quota success. </li></ul><ul><li>Develop coaching programs to enhance the skills and effectiveness of the CSC team. </li></ul><ul><li>Actively recruit and manage sales talent to build a high-performing sales team. </li></ul><ul><li>Foster a collaborative environment that encourages knowledge sharing and ongoing learning. </li></ul>Collaboration &amp; Strategy: <ul><li>Collaborate closely with Cox Business Sales to exceed regional goals and objectives. </li></ul><ul><li>Partner with the marketing team to develop and implement sales strategies that strengthen RapidScale’s brand and sales presence in the region. </li></ul><ul><li>Engage sales partners to optimize the sales funnel and drive revenue growth. </li></ul><ul><li>Generate innovative ideas and forge partnerships to enhance business growth and sales performance. </li></ul><ul><li>Provide management with feedback on RapidScale products, services, and processes to facilitate continuous improvement. </li></ul>Customer &amp; Partner Engagement: <ul><li>Support the Cox Business sales organization, sales partners, prospects, and end-user customers. </li></ul><ul><li>Travel as needed (up to 50%) to establish new relationships and nurture existing ones within the region, team, and customer base. </li></ul><ul><li>Share and document best practices across regions. </li></ul>Qualifications Minimum <ul> <li>Bachelor’s degree in a related discipline and 8 years’ experience in a related field (i.e. managed IT services ). The right candidate could also have a different combination, such as a master's degree and 6 years’ experience; or 12 years’ experience in a related field</li> <li>3+ years’ experience in management or leadership role</li> </ul><ul><li>Proven history of top-performing sales success. </li></ul><ul><li>Strong expertise in networking and relationship building. </li></ul><ul><li>Technical knowledge of IT, Cloud, Managed Hosting, IaaS, DaaS, and DRaaS. </li></ul><ul><li>Experience with “sell-with” strategies and matrix management. </li></ul>BenefitsThe Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Cox Communications is all about creating moments of real human connection; and for employees, that’s true both in the workplace and in the problems we solve for customers. From building advertising solutions to unleashing IoT technologies to creating an exceptional experience for customers in our retail locations and online, we’re creating a world that is smarter and more connected. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>

5 Sales & Business Development Jobs in Wisconsin