Personal Financial Advisors

We know that BUILDING HOMES & COMMUNITIES BEGINS WITH BUILDING THE BEST TEAM!How would you like to be a part of team that has been providing the American Dream of homeownership to families for more than 60 years? PulteGroup is a FORTUNE 500 company and one of America’s top residential builders. We put the consumer at the center of everything we do and we stand above the competition in our commitment to quality.Our Vision is to Build Consumer Inspired Homes & Communities to Make Lives Better and we believe that success starts with having the right people.At PulteGroup, we are committed to diversity and inclusion. We value the differences of each employee and understand that being consumer inspired means that we reflect the diversity of the consumers we serve.A position with PulteGroup offers a rich, fulfilling and rewarding career across multiple geographies and brands. If you are interested in being a part of our team, let’s talk about your career with PulteGroup!JOB SUMMARY:

Primary responsibility for managing financial accounting for the Division’s land assets and/or performing financial analysis of land acquisition, entitlement or development activities.

PRIMARY RESPONSIBILITIES:

+ Assists in the feasibility process by preparing models to support the Land and Finance teams

+ Analyzes competition in submarket to assist with correct pricing of new projects

+ Assists in the preparation of approval packages for new acquisitions

+ Assists Land and Finance teams to ensure appropriate documentation of all land entitlement and development expenditures and budgets

+ Leads monthly reviews with Land and Finance teams to reconcile spending for pre-acquisition budgets

+ Assists in forecasting cash flows relative to land purchase and development expenditures and processes associated payments

MANAGEMENT RESPONSIBILITIES LEVEL: MENTOR / COACH / FEEDBACK Without Direct Reports

SCOPE:

+ Decision Impact: Division

+ Department Responsibility: Land

+ Budgetary Responsibility: Yes

+ Direct Reports: No

+ Indirect Reports: No

+ Physical Requirements: If applicable

REQUIRED EDUCATION

+ Minimum Bachelor’s Degree in Finance or Accounting (or equivalent in related field)

+ Coursework and understanding of investment analysis required

REQUIRED EXPERIENCE

+ Strong analytical skills

+ Good knowledge of GAAP and financial reports

+ Good verbal and written communication skills

+ Strong Excel skills

PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

We are an equal opportunity employer (http://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

This Organization Participates in e-Verify (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)

Pulte Homes of Minnesota is an equal employment opportunity/affirmative action employer.

California Privacy Policy (https://www.pulte.com/legal/privacy-policy)

**We believe in the power and joy of learning**

At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose – driving innovation that helps millions of learners improve their lives and achieve their dreams through education.

**Our culture values diversity, engagement, and discovery**

Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is absolutely essential to the success of our company and our learners, as well as our individual well-being. We recognize the value of diverse perspectives in everything we do and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ .

**What you'll do here:**

Our Enterprise Account Executives are results-driven sales professionals who excel at closing sophisticated sales at the Enterprise level. With a consistent track record, you will demonstrate your consultative approach and extensive knowledge to build a substantial book of business. Your responsibilities will include:

+ Proactively seeking new business opportunities in the market, as well as upselling and cross-selling to existing clients.

+ Identifying and prospecting new enterprise-level customers, including Fortune 500 companies, large organizations, and government agencies.

+ Leading your pipeline optimally to ensure a steady flow of opportunities and revenue growth.

+ Delivering compelling demos and presentations, both virtually and in-person, to showcase the value of our solutions.

+ Collaborating with internal teams to provide accurate forecasting and ensure smooth handoffs during the sales process.

+ Applying a strong sales methodology to understand customer needs, tailor solutions, and navigate sophisticated sales cycles.

+ Demonstrating strong negotiation skills to drive successful outcomes and secure mutually beneficial agreements.

+ Working closely with procurement teams to address contractual and procurement requirements.

+ Maintaining positive relationships with clients, acting as a trusted advisor and continuously identifying ways to make valuable contributions.

+ Staying up-to-date with industry trends, competitive landscape, and emerging technologies to optimally position our offerings.

**Skills You'll Need Here:**

+ Minimum of 5 years of successful experience selling SaaS/Security Solutions to Enterprise-level clients (2,000+ employees).

+ Proven track record of exceeding sales targets and achieving outstanding results in previous roles.

+ Customer-centric approach and a passion for acquiring new logo opportunities while also prioritizing pipeline management.

+ Proficient in applying a strong sales methodology that focuses on understanding and addressing customer needs.

+ Developed a repeatable sales methodology that consistently delivers new logo wins.

+ Skilled in navigating sophisticated and dynamic sales environments.

+ Experience in providing accurate sales forecasting.

+ Self-motivated with excellent communication and interpersonal skills, both in-person and in virtual environments. Ability to influence others effectively and collaborate seamlessly with team members, customers, sales professionals, and partners across the organization.

Infosec, a Cengage Group company, believes knowledge is power when fighting cybercrime. We help IT and security professionals advance their careers with skills development and certifications while empowering all employees with security awareness and privacy training to stay cyber safe at work and home. It’s our mission to equip all organizations and individuals with the know-how and confidence to outsmart cybercrime. We've been named to Madison's Top Workplaces and Chicago's Best Places to Work, and pride ourselves on our employee culture.

Cengage Group is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, marital status, parental status, cultural background, organizational level, work styles, tenure and life experiences. Or for any other reason. You may view Cengage’s EEO/Affirmative Action Policy signed by CEO Michael Hansen (https://p.widencdn.net/pdvq6j/EEO\_Policy\_Statement\_January\_2017) and Equal Employment Opportunity is the Law notice (http://embed.widencdn.net/pdf/plus/cengage/ybs5gt19ik/eeopost-merged.pdf) by visiting their corresponding links.

Cengage Group is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected] or you may call us at +1 (617) 289-7917.

**About Cengage** **Group**

Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.

**Compensation**

At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here (https://www.cengagegroup.com/news/perspectives/2024/cengage-group-total-rewards-philosophy/) to learn more about our _Total Rewards Philosophy_ .

The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.

$39.75 - $63.25 USD

**Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.

We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.

**Job Title**

Senior Financial Analyst

**Job Description Summary**

The Capital Market Senior Financial Analyst is an experienced commercial real estate analyst leading the execution of Capital Markets Team requests by providing on-time, high-quality analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing and Excel valuation model creation, Argus Enterprise model creation and auditing, lease abstraction, due diligence collection and review, and will be responsible for translating analysis findings into high-level summaries for our Capital Market brokers.

**Job Description**

· Lead the execution of complex Broker financial analysis/modeling requests, as well as production of Broker Price Opinion and proposal which may include serving as a project manager on larger, portfolio transactions

· Oversee work product from financial models generated by the analyst pool for accuracy and make changes for the team as needed

· Lead and coordinate all back of the house production of proposals, presentations offering memorandums and detailed strategic research

· Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)

· Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions

· Conduct market research to analyze property and market conditions; synthesize findings in a clear, concise manner

· Communicate with Brokers and Broker teams to confirm request scope and review analysis findings; demonstrate ability to communicate findings in a clear, compelling manner, answer clarifying questions, and make timely, accurate revisions

· Identify and communicate any missing information or unclear requests to ensure accurate analyses

· Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies

· Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements

· Track and develop working knowledge of real estate fundamentals and industry trends

· Performs other related duties as required or requested

· Attend strategy meeting with fee-earner(s) to discuss required analysis for pitch/proposal and corresponding assumptions and scenarios

· Provide analysis to Marketing, Service Delivery Coordinator and/or fee-earner for inclusion in pitch and/or proposal

· Work with graphic designers on related visuals for analysis

**Other Requirements & Administrative Duties**

· Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred

· Combination of education without a degree and corporate work experience may be considered

· 2-5 years of financial analysis and modeling experience; Capital Market experience a plus.

· Experience with Argus Enterprise and other discounted cash flow tools preferred

· Highly proficient in Microsoft Office Suite, especially in Microsoft Excel

· Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and motivated to exceed expectations

· Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy

· Demonstrates strong time management and organization skills,

· Takes charge and is proactive in all aspects of role

· Growth oriented mindset, desire to learn more and shares knowledge to help the team succeed in growing revenue

· Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment, navigating challenges with a positive and solution-oriented mindset

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

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 & Wakefield, please call the ADA line at **1-888-365-5406** or email **[email protected]** . Please refer to the job title and job location when you contact us.

Wealth Management Client Associate

Tucson, Arizona

**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.

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.

**Job Description:**

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.

+ Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.

+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

+ Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).

+ Implements a relationship management plan in collaboration with the lead relationship manager.

+ Determines client needs and provides solutions though the sales of managed products and services.

+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

+ Provides advice and guidance to assigned business/group on implementation of solutions.

+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

+ Helps determine business priorities and best sequence for execution of business/group strategy.

+ Conducts independent analysis and assessment to resolve strategic issues.

+ Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.

+ Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.

+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

+ Monitors and tracks performance and addresses any issues.

+ Designs and produces regular and ad-hoc reports, and dashboards.

+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.

+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

+ Provides input into the planning and implementation of operational programs.

+ Executes work to deliver timely, accurate, and efficient service.

+ Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.

+ Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.

+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

+ Supports the development and promotion of a business/group program.

+ Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.

+ Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.

+ Implements a relationship management plan in collaboration with the lead relationship manager.

+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

+ Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.

+ Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.

+ Builds effective relationships with internal/external stakeholders.

+ Ensures alignment between stakeholders.

+ Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

+ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

+ Identifies and recommends ways to enhance the client experience.

+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

+ Exercises judgment to identify, diagnose, and solve problems within given rules.

+ Works independently on a range of complex tasks, which may include unique situations.

+ Broader work or accountabilities may be assigned as needed. **Qualifications:**

+ Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

+ FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.

+ Life and Health Insurance Producer’s License.

+ Completed LTC Continuing Education Requirements.

+ Strong working knowledge of financial industry.

+ In-depth experience working with managed products and providing fee-based advice.

+ In-depth understanding of deposit and loan (including mortgage) products and banking services.

+ Technical proficiency gained through education and/or business experience.

+ Verbal & written communication skills - In-depth.

+ Collaboration & team skills - In-depth.

+ Analytical and problem solving skills - In-depth.

+ Influence skills - In-depth.

+ Data driven decision making - In-depth.

**Salary:**

$50,400.00 - $93,600.00

**Pay Type:**

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.

+ Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.

+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

+ Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).

+ Implements a relationship management plan in collaboration with the lead relationship manager.

+ Determines client needs and provides solutions though the sales of managed products and services.

+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

+ Provides advice and guidance to assigned business/group on implementation of solutions.

+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

+ Helps determine business priorities and best sequence for execution of business/group strategy.

+ Conducts independent analysis and assessment to resolve strategic issues.

+ Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.

+ Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.

+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

+ Monitors and tracks performance and addresses any issues.

+ Designs and produces regular and ad-hoc reports, and dashboards.

+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.

+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

+ Provides input into the planning and implementation of operational programs.

+ Executes work to deliver timely, accurate, and efficient service.

+ Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.

+ Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.

+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

+ Supports the development and promotion of a business/group program.

+ Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.

+ Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.

+ Implements a relationship management plan in collaboration with the lead relationship manager.

+ Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

+ Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.

+ Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.

+ Builds effective relationships with internal/external stakeholders.

+ Ensures alignment between stakeholders.

+ Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

+ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

+ Identifies and recommends ways to enhance the client experience.

+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

+ Exercises judgment to identify, diagnose, and solve problems within given rules.

+ Works independently on a range of complex tasks, which may include unique situations.

+ Broader work or accountabilities may be assigned as needed. **Qualifications:**

+ Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

+ FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.

+ Life and Health Insurance Producer’s License.

+ Completed LTC Continuing Education Requirements.

+ Strong working knowledge of financial industry.

+ In-depth experience working with managed products and providing fee-based advice.

+ In-depth understanding of deposit and loan (including mortgage) products and banking services.

+ Technical proficiency gained through education and/or business experience.

+ Verbal & written communication skills - In-depth.

+ Collaboration & team skills - In-depth.

+ Analytical and problem solving skills - In-depth.

+ Influence skills - In-depth.

+ Data driven decision making - In-depth.

**Salary:**

$50,400.00 - $93,600.00

**Pay Type:**

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

The Chief Technology Officer Organization’s vision is to raise the bar for technical excellence, talent, strategy, and standards across Technology. It also seeks to cultivate and foster technical innovation, as well as elevate and amplify the technical heartbeat of the organization.

**Focus:** Digital Workplace is the convergence of digital, cultural, and physical elements that enable all American Express colleagues to do phenomenal work in a complex, dynamic, and often unstructured working environment.

The Sr. Portfolio Manager position is an exciting opportunity for an accomplished professional with strong agile acumen and lean portfolio management experience. In this role, you will be part of a team responsible for managing collaborative processes across Digital Workplace that provide portfolio visualization and enable strategic execution of strategic priorities.

This role will help lead our Portfolio Management efforts, including strategic workforce planning, risk management, and portfolio reporting. This role will require continual partnership across Digital Workplace teams to understand and report on outcomes, risks, and opportunities. In addition, the candidate will partner with key members of our team to lead efforts to drive efficiency within Digital Workplace programs and portfolio obligations.

**Organizational Context:** Responsible for the data held within the Enterprise Portfolio Management System for the portfolio supported.

**Key Responsibilities:**

* Monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues

* Enable cross-functional collaboration with relevant teams

* Build comprehensive capacity models that raises capacity risks and enables strategic decision-making

* Create goals, metrics, targets, and measure portfolio management effectiveness.

* OKR/KPI analyses and optimization recommendations

* Promote Portfolio and Business Management best practice through formal and informal networks

* Create compelling communication for leadership that highlights delivery of the portfolio against expectations

* Assesses cost, risk, inter-dependencies, and impact on existing DW activities to align with DW objectives. and participate in planning activities required to prioritize strategic work in context of capacity and feasibility constraints.

* Partner with the product organization to perform modelling and simulation to measure and assess portfolio progress against strategy. Define processes to streamline demand management activities, capacity planning and tracking.

* Using reporting tools, monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues.

**Scope of Impact/Influence:**

* Responsible for driving portfolio predictability and delivery consistency in alignment with Digital Workplace Strategic priorities.

* DW Portfolio spans a broad range of systems and enterprise-wide complex components.

**Education & Experience:**

* Bachelor’s Degree in related field desired or equivalent experience

* Minimum 3-5 years’ experience within Portfolio Management in a Scaled Agile Context

* Agile certifications desired (Lean Portfolio Management, Leading SAFe, etc)

**Knowledge/Skills:**

* Prior IT and business work experience with a broad range of exposure to various technical environments and business segments, including working in a delivery team.

* Proven strategic thinking and planning skills with excellent attention to detail.

* Ability to continuously deliver results in a dynamic environment and navigate high levels of ambiguity comfortably.

* Agile certifications desired, but not required (Lean Portfolio Management, Leading SAFe, etc)

* Knowledge of Internal tools and reporting platforms (Rally, Jira, Confluence, etc).

* Advanced MS Excel & PowerPoint skills and highly proficient across MS Office applications

* Must have excellent communication, relationship building and influencing skills.

* Self-starter who can function effectively within a diverse and globally dispersed team

**Technology Core Competencies:**

* Adaptive Communication

* Agile Practices

* Industry and Company Knowledge

* Organizational Change Management

* Technical Acumen

* Technology Industry Trends

**Game Changers:**

* Adaptability

* Collaboration & Teamwork

* Continuous Improvement

* Courage

* Curiosity

* Ingenuity

* Servant Leadership

* Tenacity

**Role Core Competencies:**

Technical

* SDLC Methodologies and Practices

Functional

* Financial Management

* Governance and Reporting

* Portfolio Management

* Portfolio, Program, Project Support

* Project Management

Leadership

* Consultancy

* Relationship Management

* Strategy Formulation

Business

* Planning & Organization

**Qualifications**

Salary Range: $90,000.00 to $165,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

**Job:** Technologies

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24021943

2025 Advancing Black Pathways Fellowship Program - Consumer & Community Banking (CCB) - Financial Advisor Development Track (FADT)

Tempe, AZ | Westerville, OH | Plano, TX

The Advancing Black Pathways (ABP) Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorgan Chase offices. The ABP Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The ABP Fellowship Program is seeking sophomore students, including, without limitation, Black students, who are interested in exploring career opportunities at JPMorgan Chase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.

As a Summer Fellow in our ABP Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.

This opportunity will expose students to careers in financial services and include hands-on experience, mentorship, and a project-based curriculum, designed to help build a pathway to future employment opportunities. The ABP Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2026 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.

The ABP Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.

**Job responsibilities**

+ Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.

+ Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.

+ Prepare and present a curriculum-based project to an audience of senior stakeholders.

**Required qualifications, capabilities, and skills**

+ Sophomore standing (expected graduation date of December 2026 through Summer 2027)

+ Attends college/university in the U.S. (all majors considered) in good standing

+ Demonstrates a significant commitment to diversity, equity and inclusion through, for example, campus activities community service work, and/or related leadership activity

+ Possess a strong interest in developing professional skills for future opportunities in financial services

**Preferred qualifications, capabilities, and skills**

+ Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale

To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

**Locations fellows may join:**

Tempe, AZ

Westerville, OH

Plano, TX

**About Our Track**

**Line of Business:** Consumer & Community Banking (CCB)

**Track:** Financial Advisor Development Track (FADT)

The mission of the Financial Advisor Development Track (FADT) Program is to cultivate a diverse, equitable, and inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to all areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor.

In this program track, you will:

+ **Explore the Financial Advisor Role:** Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning.

+ **Enhance Investment Knowledge:** Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice.

+ **Service & Administration Mastery:** Develop an understanding of service operations and administrative functions essential to supporting client needs effectively.

+ **Engage with National Branch:** Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually.

This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence.

**What's next?**

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are wayS for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

2025 Advancing Hispanics and Latinos Fellowship Program - Consumer & Community Banking (CCB) - Financial Advisor Development Track (FADT)

Tempe, AZ | Westerville, OH | Plano, TX

The Advancing Hispanics and Latinos (AHL) Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorgan Chase offices. The AHL Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The AHL Fellowship Program is seeking sophomore students, including, without limitation, Hispanic/Latino students, who are interested in exploring career opportunities at JPMorgan Chase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.

As a Summer Fellow in our AHL Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.

This opportunity will expose students to careers in financial services and include hands-on experience, mentorship, and a project-based curriculum, designed to help build a pathway to future employment opportunities. The AHL Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2026 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.

The AHL Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.

**Job responsibilities**

+ Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.

+ Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.

+ Prepare and present a curriculum-based project to an audience of senior stakeholders.

**Required qualifications, capabilities, and skills**

+ Sophomore standing (expected graduation date of December 2026 through Summer 2027)

+ Attends college/university in the U.S. (all majors considered) in good standing

+ Demonstrates a significant commitment to diversity, equity and inclusion through, for example, campus activities community service work, and/or related leadership activity

+ Possess a strong interest in developing professional skills for future opportunities in financial services

**Preferred qualifications, capabilities, and skills**

+ Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale

To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

**Locations fellows may join:**

Tempe, AZ

Westerville, OH

Plano, TX

**About Our Track**

**Line of Business:** Consumer & Community Banking (CCB)

**Track:** Financial Advisor Development Track (FADT)

The mission of the Financial Advisor Development Track (FADT) Program is to cultivate a diverse, equitable, and inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to all areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor.

In this program track, you will:

+ **Explore the Financial Advisor Role:** Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning.

+ **Enhance Investment Knowledge:** Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice.

+ **Service & Administration Mastery:** Develop an understanding of service operations and administrative functions essential to supporting client needs effectively.

+ **Engage with National Branch:** Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually.

This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence.

**What's next?**

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are wayS for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**“We enable greatness in people and organizations everywhere.** ”

FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass , which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ , _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.

To learn more, visit franklincovey.com .

**Title:** Mid-Market Account Executive

**Division & Department:** Enterprise Sales

**Status:** Full-Time Exempt

**Reports to:** Enterprise Sales Manager

**Location:** Remote – Anywhere in the contiguous United States

**Job Summary**

The Mid-Market Account Executive is responsible for driving new business development with Mid-Market accounts—organizations with between 500 and 5,000 employees. This role focuses on identifying potential clients, managing the sales process, and closing deals to meet and exceed revenue targets. The Mid-Market Account Executive will play a critical role in expanding our client base and establishing long-term relationships with key decision-makers in growing companies.

**Essential Job Functions**

+ **Lead Generation:** Identify and target potential Mid-Market clients through various lead generation strategies, including networking, referrals, and market research.

+ **Sales Process Management:** Drive the entire sales cycle from initial contact through to closing, ensuring alignment with client needs and company objectives.

+ **Client Engagement:** Develop and nurture relationships with key stakeholders and decision-makers within Mid-Market accounts to understand their needs and present tailored solutions.

+ **Solution Presentation:** Demonstrate the value of our products or services through effective presentations and proposals, addressing client-specific challenges and opportunities.

+ **Market Intelligence:** Stay informed about industry trends, competitive landscape, and emerging opportunities to enhance sales strategies and approach.

+ **Collaboration:** Work closely with internal teams, such as marketing, product management, and customer support, to ensure a seamless client experience and effective solution delivery.

+ **Reporting and Documentation:** Maintain accurate records of sales activities, pipeline status, and forecasts using CRM systems, providing regular updates and insights to management.

**Basic Qualifications**

+ Bachelor’s degree in Business Administration, Marketing, or a directly related field.

+ 3+ years of B2B sales experience.

**Preferred Skills & Experience**

+ 3+ years of experience focused on acquiring and managing Mid-Market accounts.

+ Proven track record of meeting or exceeding sales targets and closing deals within the Mid-Market segment.

+ Strong understanding of sales processes, methodologies, and best practices.

+ Excellent communication, negotiation, and presentation skills.

+ Ability to build and maintain strong relationships with key decision-makers.

+ Experience in subscription, SaaS, professional services, or learning and development.

+ Proficiency with CRM software (e.g., Salesforce) and sales analytics tools.

+ Strong problem-solving skills with a strategic mindset and the ability to adapt to evolving market conditions.

+ Demonstrated success in managing multiple accounts and projects simultaneously.

+ Ability to work independently and as part of a team in a fast-paced environment.

For location-specific compensation:

California - Anticipated compensation for this position is $175-200k TTC, 50/50 split base/commission. Actual offer may be outside of this prediction and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.

Colorado - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=zhkeGv

Hawaii - Not hiring in this location

Illinois - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=c0PztO

Maryland - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=ZqapXz

Minnesota - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=JwBju0

New Jersey - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=bDRhqw

New York - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=8f7kHh

Vermont - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=suT5y8

Washington - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=2QwnX3

Washington DC - https://franklincovey365.sharepoint.com/:b:/s/NewHireDocsPublic/EUSNvQ0IR79Bg2xhzzYmo\_wBKHQjdjRzL1ONYvJiJ2Dl8A?e=M3vtY8

Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.

\#LI-Remote

\#LI-AT1

Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.

**Employer Information**

Please visit franklincoveybenefits.com for a complete US benefits overview. Benefits may include medical, dental, or vision insurance, HSA, PTO, 401(k), holiday pay, employee stock purchasing options, or other benefits. To determine status eligibility, visit https://franklincoveybenefits.com/enroll/ .

For an overview of our Interview Process, please visit https://franklincovey.com/careers/working-at-franklincovey/ .

FranklinCovey is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full **Equal Employment Opportunity** policies and **Notice and Pay Transparency Nondiscrimination Provision.**

Direct Reasonable Accommodation requests [email protected].

For our Privacy Policy, please visit https://www.franklincovey.com/privacy (https://sites.google.com/franklincovey.com/equal-employment-opportunity/adaraptnp) .