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External candidates: In order for your application to be correctly processed please sign-in before you applyInternal candidates: Please go to Workday and click "Find Jobs" link under CareerThank you for considering opportunities with us!Job TitleSenior Investment Accountant - InternalRequisition NumberR7380 Senior Investment Accountant - Internal (Open)LocationNevada - Home TeleworkersAdditional LocationsAlabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 20 more}Job InformationCSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Senior Investment Accountant! Join us and support CSAA IG in achieving our goals. Your Role:We are seeking a Senior Investment Accountant to support the accounting and reporting of a diversified investment portfolio including public and private fixed income, global equities, private funds, and non-USD currency exposures. This role is critical in overseeing outsourced investment accounting services, ensuring compliance with accounting policies, maintaining strong internal controls, and supporting accurate financial reporting under GAAP and Statutory Accounting Principles (SAP).Your Work:<ul> <li>Provide daily oversight of outsourced investment accounting provider, ensuring accuracy, timeliness and compliance with service level agreements</li> <li>Review and validate journal entries, reconciliations, valuations, and reports.</li> <li>Monitor compliance with company accounting policies and statutory/GAAP requirements.</li> <li>Analyze complex investment transactions and ensure proper accounting treatment.</li> <li>Evaluate and apply new accounting guidance.</li> <li>Ensure adherence to Model Audit Rule controls.</li> <li>Oversee month-end and quarter-end close.</li> <li>Oversee statutory filings (NAIC Schedules D, DA, BA) and disclosures.</li> <li>Serve as key contact for auditors.</li> <li>Mentor junior staff and lead process improvements.</li> </ul>Required Experience, Education and Skills: <ul> <li>Bachelor’s degree in Accounting, Finance, or a related field.</li> <li>6+ years of investment accounting experience (insurance/financial services experience preferred).</li> <li>Strong knowledge of GAAP, SAP, and NAIC reporting.</li> <li>Experience with outsourced providers or custodians.</li> <li>Proficiency in PAM or similar.</li> <li>Familiarity with SOX/MAR frameworks.</li> <li>Strong Microsoft Office Excel skills.</li> <li>Strong analytical and communication skills.</li> </ul>What would make us excited about you? <ul> <li>CPA, CFA, or progress toward certification</li> <li>Experience with private funds, alternatives, and multi-currency investments.</li> <li>Prior involvement in analyzing and applying new accounting standards.</li> <li>Experience in process automation and system integration.</li> <li>Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).</li> <li>Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).</li> <li>Travels as needed for role, including divisional / team meetings and other in-person meetings.</li> <li>Fulfills business needs, which may include investing extra time, helping other teams, etc.</li> </ul>CSAA IG Careers At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it. Join us if you… <ul> <li>BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging. </li> <li>COMMIT to being there for our customers and employees. </li> <li>CREATE a sense of purpose that serves the greater good through innovation. </li> </ul>Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at <a href="https://careers.csaa-insurance.aaa.com/us/en/benefits" target="_blank">https://careers.csaa-insurance.aaa.com/us/en/benefits</a>In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us. If a reasonable accommodation is needed to participate in the job application or interview process, please contact <a href="#">TalentAcquisition@csaa.com</a>. As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us. We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs. CSAA Insurance Group is an equal opportunity employer. If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education. Must have authorization to work indefinitely in the US. Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska. #LI_JH1 Knowledge, Skills &amp; Abilities Required/PreferredKnowledge, Skills &amp; AbilitiesLicenses &amp; Certification Required In-depth knowledge of accounting standards (e.g., GAAP, IFRS) and regulatory requirements (e.g., SEC, FINRA) applicable to investment accounting Required Proven experience in managing and leading teams, with the ability to motivate and develop staff Required Strong analytical and problem-solving skills, with the ability to think critically and propose innovative solutions Required Excellent attention to detail and accuracy, with a commitment to delivering high-quality work within tight deadlines Required Proficient in using investment accounting software and systems, with the ability to adapt to new technologies Required Exceptional communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders Required Strong organizational and project management skills, with the ability to prioritize and manage multiple tasks simultaneously Required Demonstrated commitment to professional development and staying updated with industry trends and best practices Preferred Professional certification such as CPA or CFA is preferred Education Required/PreferredEducation LevelAdditional Information Required Bachelor of Arts (B.A.) Bachelor's degree in Accounting, Finance, or a related field Years of Experience Required/PreferredMinimum Years of ExpComments Required 6 Experience in investment accounting or a related field

Aaa Club Alliance

Senior Investment Accountant - Remote

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>

Cox Automotive Inc.

Senior Manager, Direct Sales New Business (RapidScale) - Central Market

Cox Communications

Job TitleManager, Talent ManagementJob Description SummaryThe Manager, Talent Management plays a pivotal role in shaping how talent is developed, engaged, and retained across a designated business unit. This role leads the design and execution of key talent strategies and processes—such as talent reviews, succession planning, and performance management—in close partnership with People Partners and business leaders. The ideal candidate is a strategic thinker, skilled facilitator, and trusted partner who consistently models our DRIVE values: Driven, Resilient, Inclusive, Visionary, and Entrepreneurial.Job Description Responsibilities: <ul><li>Lead the design and execution of talent management strategies that drive employee growth, engagement, and retention across the assigned business unit. </li></ul> <ul><li>Facilitate enterprise and local talent planning processes—including talent assessments, 9-box reviews, and succession discussions—to identify key talent and mitigate organizational risk. </li></ul> <ul><li>Partner with People Partners and business leaders to create individualized development plans and career paths, aligned to business priorities and capability needs. </li></ul> <ul><li>Monitor talent health using data-driven insights (e.g., retention trends, bench strength, performance outcomes) and recommend targeted, forward-looking interventions. </li></ul> <ul><li>Facilitate development discussions and talent calibration sessions that surface diverse talent and align with our culture and values. </li></ul> <ul><li>Lead cross-functional projects that advance performance management, employee engagement, and organizational effectiveness. </li></ul> <ul><li>Evaluate the impact of talent initiatives, leveraging HR analytics and continuous feedback to refine and improve programs. </li></ul> How You’ll Bring Our DRIVE Values to Life <ul><li>DRIVEN – You approach your work with purpose and urgency, delivering high-quality outcomes that elevate the employee experience and meet business goals. </li></ul> <ul><li>RESILIENT – You navigate ambiguity with confidence and bring a steady hand to evolving talent priorities and organizational change. </li></ul> <ul><li>INCLUSIVE – You seek diverse perspectives, actively listen, and facilitate conversations that help all voices be heard in talent decisions. </li></ul> <ul><li>VISIONARY – You think ahead, using data, insights, and trends to recommend scalable and future-focused talent strategies. </li></ul> <ul><li>ENTREPRENEURIAL – You take initiative, adapt quickly, and act like an owner to solve challenges and drive sustainable impact. </li></ul> Qualifications: <ul><li>Bachelor’s degree in Human Resources, Organizational Development, Business Administration, or a related field. </li></ul> <ul><li>Minimum 3-5 years of experience in Talent Management or related HR functions with a focus on performance, succession, or development. </li></ul> <ul><li>Strong consulting and facilitation skills with the ability to influence senior stakeholders and cross-functional teams. </li></ul> <ul><li>Comfort with HR data and analytics; able to distill insights and communicate them effectively. </li></ul> <ul><li>Proficiency in HR systems (Workday preferred) and familiarity with enterprise talent practices. </li></ul> <ul><li>A passion for shaping culture, developing talent, and living out the DRIVE values. </li></ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $93,500.00 - $110,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Manager, Talent Management

Job TitleSpatial Data StrategistJob Description SummaryThe Spatial Data Strategist on a Space Management team is to help solve business problems by building standard and ad hoc dashboards. Provide strategic space and occupancy planning expertise in support of long-term supply and demand planning, real estate strategy, workplace design, space analysis and space efficiency within a Client’s real estate portfolio data.Job DescriptionPrinciple Responsibilities<ul> <li>Building standard and ad hoc BI dashboards</li> <li>Utilization and allocation reporting analysis</li> <li>Work with Spatial data team to create scenarios and long-term strategic planning related to space</li> <li>Contribute to workplace trends/strategies and future ways of working.</li> <li>Work with various levels of the organization to capture project goals, objectives, and the associated requirements.</li> <li>Work with business key stakeholders to determine various KPIs and data reporting needs for various levels</li> <li>Gather requirements for building external and internal data dashboards. Work with vendors and customer to understand data needs</li> <li>Understand various roles and responsibilities in business group for better data governance and data security</li> <li>Cross functional collaboration with other service lines and SME Functions to ensure consistency of data across platforms and processes.</li> <li>Continual focus on innovation, constantly striving to improve delivery of services. This will include actively obtaining feedback from stakeholders and responding to the same, bringing in industry knowledge, innovation and best practice.</li> <li>Show strong verbal presentation skills and ability to communicate to executive level</li> <li>Process work quickly, accurately, and with changing priorities</li> </ul>Targeted Competencies<ul> <li>Advanced skills in Business Intelligence tools (i.e.: Tableau and Power BI)</li> <li>Advanced/Expert skills in Excel</li> <li>Advanced skills in Adobe and Microsoft application suites</li> <li>Strong written and verbal presentation skills, ability to communicate to executive level and internal teams</li> <li>Solid business acumen; ability to understand and anticipate business needs to provide appropriate solutions</li> <li>Strong team player who is adaptable and capable of driving change / change management</li> <li>Possess analytical, organizational and problem-solving skills with a focus on the long term, strategic vision.</li> <li>Advanced understanding of CAFM\IWMS (Serraview preferred) for Space Management preferred</li> <li>Basic understanding of Corporate Real Estate and Financial concepts</li> <li>Bachelor’s degree (BA/BS) in a related discipline or field of study (i.e. Data and Analytics, Computer Science, Information Systems, Architecture, Interior Design, Corporate Real Estate &amp; Facilities Management Planning/Coordination, Facilities, Project or Construction Management, etc.) preferred</li> <li>Seven+ year’s experience in a corporate real estate environment preferred</li> <li>Ability to process work quickly, accurately and with changing priorities</li> <li>Ability to effectively interpret and apply policy and procedure</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $84,915.00 - $99,900.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Spatial Data Strategist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Required Qualifications: <ul> <li>5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required</li> <li>Management of an extensive portfolio of clients with annual revenues of $20-$50 million</li> <li>Proven track record of sales, prospecting new business and enhancing existing relationships</li> <li>Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends</li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience</li></ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Business Banking Sr. Relationship Manager - Kansas City

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. • Bilingual Spanish Preferred Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - MO/KC Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program Financial Solutions Advisor Trainee: Raytown 350 Highway - Raytown, MO

Job TitleSpatial Data ManagerJob Description SummaryThe role of the Spatial Data Manager (SDM) will be responsible for day-to-day functionality of the client’s Space Management tool including data integrity of CAD floor plans, occupant data and reporting (regular or ad hoc) for a client portfolio or set of buildings.Job DescriptionPrinciple Responsibilities• Contribute subject matter expertise in the areas of spatial data management, CAD / CAFM administration, space and occupancy data analytics and space utilization measurement.• Ensure compliance of client space data standards, establish a consistent data governance model.• Provide vital linkage between space management platform and industry best practices; introduce innovation to the account team/client.• Hold expertise in CAD/CAFM and the methodologies and calculations used to generate and analyze allocation deliverables.• Provide support as necessary to peer teams as it relates to space, occupancy and / or utilization data.• Contribute to data governance process - control of input sources and data consistency• Contribute to data confidence - control of data measurement standards and KPI’s• Establish core program standards for global space naming conventions, allocation model application, drawing standards and reporting standards• Establish working relationships and guides the development of roles and responsibilities with partners• Establish governance program/process and data quality assurance reporting for global consistency of portfolio space and occupancy data• Proactively monitor the execution of the client space allocation model and delivery of reporting in accordance with client space allocation process• Serves as SPOC and global system administrator for client space data management system, enforcing user controls and system continuity• Enable all system integration efforts with the CAFM system to further enhance the availability and quality of spatial and occupancy data• Recommend process improvements and performance enhancements in the use of the client space data management system• Provides space data management system training for system users• Responsible for guiding and reviewing recommendations to enhance operational efficiency, service delivery, cost savings, and innovative service advancements for all functional areas• Coach the space team leadership in effective space planning and FF&amp;E solution development, ensuring compliance with established process workflows and consistent service delivery for all project typesRequirements• BA/BS degree or equivalent combination of education, training and experience in Architectural Technology, Space Planning, Space Data Management, Data Analytics or Occupancy Planning• 4 to 8 years experience in a corporate real estate environment• Proficient in MS Office Suite software applications• Proficient with AutoCAD• Experience with CAFM systems preferred• Experience with Serraview preferred• Demonstrates proficiency in architectural and engineering drawings, concepts &amp; design• Excellent customer service and interpersonal relationship skills• Ability to work independently and as part of a team• Able to build strong relationships with internal and external partners to deliver effective services• Strong oral, written and presentation skills• Assumes ownership of requests in order to ensure successful completion• Strong attention to detail and quality with ability to handle concurrent projects with minimal supervision and direction#LI-Remote#Remote Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $81,600.00 - $96,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Spatial Data Manager

About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. Compensation RangeAnnual Salary: $70,500.00 - $121,000.00 (Amount based on relevant experience, skills, and competencies.)About This JobThe main purpose of this job is to sell card payment services to “C” level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.Essential Functions<ul> <li>Conduct sales calls using consultative business process reviews and move prospective client through the sales cycle from the first appointment to contract signing</li> <li>Set appointments with prospects through the telephone, email, and marketing campaigns</li> <li>Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives</li> <li>Provide value-added services including technical support, Product Development and Relationship Management</li> <li>Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce</li> <li>Prepare customized request for information, request for proposal, file spend analysis, proposals and sales presentations</li> <li>Perform other duties as assigned</li> </ul>Knowledge, Skills &amp; Abilities Required<ul> <li>Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements</li> <li>Strong understanding of business concepts including account payable, purchasing and accounting systems</li> <li>Strong knowledge of consultative sales process</li> <li>Strong data analysis skills</li> <li>Skilled at interacting with senior managers and able to develop a business case</li> <li>Able to work independently but with some oversight from direct supervisor</li> <li>Capable of managing relationships independently and in negotiating sales and contracts</li> <li>Superior presentation skills</li> <li>Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li> <li>Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li> <li>Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li> <li>Advanced level proficiency with Microsoft Word, Excel and Outlook</li> </ul>Education &amp; Experience<ul> <li>Bachelor’s degree in Business Administration or equivalent combination of education and experience required</li> <li>7+ years new customer acquisition sales experience required, preferably within the banking/financial services field</li> <li>Proven track record within the team selling and lead sharing environment required</li> </ul>For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.**Level of role is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive I, II, III, and Senior – Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $121,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.#LI-RemoteThe candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click <a href="https://careers.commercebank.com/us/en/benefits" target="_blank">here</a> to learn more.Location: Remote, Boston, Massachusetts 02151Time Type:Full time

13 Jobs in Topeka, KS, USA