40 Finance Leaders jobs in the United States

Leaders We Deserve: Regional Finance Director LOCATION

DC

$100,000 - $20,000 / Yearly

Leaders We Deserve

Finance

PAC

APPLICATION INSTRUCTIONS

Please submit your application through the Gusto link provided. Only applications received through Gusto will be considered.

APPLICATION LINK

Leaders We Deserve is a PAC and SuperPAC dedicated to electing the next generation of bold, young, progressive leaders to state legislatures and Congress. We collaborate directly with candidates on their campaign strategy, communication, fundraising, political outreach, and coalition building to help them run the best campaigns humanly possible and maximize their chance of winning. In the final months of their campaigns, we run hard-hitting independent expenditures on their behalf.

LWD was co-founded by David Hogg, Parkland survivor and Gun Safety advocate, along with Kevin Lata, Congressman Maxwell Frosts Campaign Manager and the 2022 Campaign Manager of the year.

Location: In-person, Washington, DC; LWD office

Regional Finance Director Overview:

The Regional Finance Director will help young progressive candidates for federal and state office build the strongest and most robust finance operations possible. This role will work closely with the Executive Director and a partner Regional Political Director.

A successful Leaders We Deserve employee will:

• Think outside the box: This person will have a high level of creativity and constantly questions conventional knowledge. This person knows that just because it was done one way in the past, doesn't mean it has to continue to be done that way.

• Be a self-starter: This person possesses a can-do attitude and constantly thinks about how we can exceed what seems possible. This person will be an independent worker and collaborate across departments.

• Be detail-oriented and thoughtful: This person understands that working in a small organization means that the details and precision matter, but also doesnt become a prisoner to them and let perfection stand in the way of action.

• Be highly communicative: This person will be a proactive communicator towards management and co-workers when issues arise in carrying out their projects and duties. This person can give feedback in a direct and respectful way.

• Extremely dedicated to electing young progressives: This person sees the virtue in electing progressive young people and believes they have a critical role to play in our party and in advancing the progressive agenda.

Regional Finance Director Responsibilities:

• Fundraising and Donor Management

• Help endorsed and prospective candidates build the strongest and most robust fundraising operation possible by advising/coaching on the following items:

• Calltime : Help campaigns determine who to call, whats the pitch, how much to ask for, how to ask, how and when to follow up, objection handling, resolicit cadences and more.

• Events : Vetting hosts, maximizing raise, engagement, and involvement of host committee, properly checklisting events so they go smooth and dont feel rushed.

• Digital : Ensuring email, sms, and ads are maximizing revenue and that the campaign has a robust operation for each, ensure the campaign isnt in a bad/predatory contract with a digital firm and if so help them renegotiate or find a new firm with a better deal.

• PAC/donors : Help fill out missing contact information, advise campaigns on outreach/engagement to maximize likelihood of receiving support, facilitate connections between orgs and campaigns in collaboration with LWD leadership.

• Work with campaigns and Leaders We Deserve leadership to determine fundraising priorities and set quarterly goals for target races.

• Identify, anticipate, and address fundraising challenges and opportunities

• Help campaigns manage their finance plan.

• Reporting and Data Management

• Help campaigns manage donor databases with a focus on data security and integrity.

• Staffing and Support

• Support specific campaigns or Leaders We Deserve as an organization in addressing urgent needs and completing other tasks as necessary.

• Be on the ground for EOQ for our targeted races to help campaigns maximize their potential.

• Hold weekly check-ins with the fundraising teams.

Regional Finance Director Qualification:

• Have at least one cycle as a Finance Director on a congressional race or deputy on a statewide

• Highly skilled in written and verbal communication.

• Strong critical thinking and problem-solving skills.

• A track record of successful collaboration with both internal and external parties. This includes the ability to collaborate with multiple campaigns at one time.

• Ability to manage competing priorities and a flexible approach to managing day to day demands and tasks.

• Ability to work independently with respect to numerical goals while following the strategic guidelines of the organization.

This role is dynamic and will be time intensive. Leaders We Deserve is looking for a candidate who is comfortable with late-night work sessions and weekend projects when there are important events, deadlines are pressing, or urgent communication needs arise, particularly in the lead up to the election. Additional responsibilities are likely to arise given the growth stage of the organization and the current political environment. Additionally, this role includes travel across the country, which could be a few days a month, up to two weeks. The most likely amount of travel will be 0 - 7 days a month, but you should be prepared and ready if more is needed.

Regional Finance Director Compensation

• Salary: 100,000 - 120,000

• Healthcare: 100% employer paid platinum level healthcare, dental, and vision.

• Benefits:

• 5% employer match for 401k retirement plan

• 5,000 moving stipend if living outside DMV area

• Cell phone stipend

• Transportation stipend

• Professional development stipend

• Lots of snacks in the office

• Classpass fitness benefit

• Paid time off policies:

• Vacation (starting at 15 days per year)

• Sick (10 days per year)

• 14 paid holidays, along with bereavement and voting time off.

• Work From Home: 15 days per year

• 12 week paid parental leave policy, with a service qualification.

The Regional Finance Director is a full-time, exempt position with a limited term. The estimated end date is November 2026. This position will report directly to the Executive Director with the expectation of eventually reporting to a Campaigns Director.

_We value diversity, equity and inclusion. Leaders We Deserve is an Equal Opportunity Employer. All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, or covered veteran status. We are committed to creating a welcoming and inclusive environment for all members of our community. _

Please submit your application through the Gusto link provided . Only applications received through Gusto will be considered.

• Do you have sales or managerial experience in another industry?
• Have you previously run your own career?
• Do you have an MBA or other equivalent degree?
• If so, the Accelerated Path to Management Program may be right for you.

• A+ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)

• Chief Learning Officer: 2023 CLO Learning Elite Gold award

• Seramount: 2023 Best Companies for Multicultural Women
• Human Rights Campaign: 2023/2024 Corporate Equality Index
• Forbes 2023: America's Best Employers for Diversity

• 5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
• 5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends
• paid. Dividends are not guaranteed.)
• 937 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Over 1.2 trillion in life insurance protection in force (includes term, whole, and universal life)

Job Description: New York Life Accelerated Path to Management Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:Do you have sales or managerial experience in another industry?Have you previously run your own career?Do you have an MBA or other equivalent degree?If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and Resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$50,000 (in California and Washington, the minimum salary is 66,560 and 67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse you for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000 5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strengthA+ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody’s)AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offerChief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversitySeramount: 2023 Best Companies for Multicultural WomenHuman Rights Campaign: 2023/2024 Corporate Equality IndexForbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide to clients5.3 million lives protected (includes all owners of individual life insurance and annuity policies)$5 billion in li ing benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividendspaid. Dividends are not guaranteed.) 937 million lifetime annuity income paid (includes all payouts on individual income annuity products)Over 1.2 trillion in life insurance protection in force (includes term, whole, and universal life) New York Life accepts applications to become a financial professional on an ongoing basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1 Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2 If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you make will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4 This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5 Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners, and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year and is dependent upon the recruitment, development, and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. 6 New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A+, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The financial strength ratings do not apply to any investment products, as they are subject to market risk and will fluctuate in value. 7 A full list of our awards is available here: 8 All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion on Decembe 31, 2023 (including 182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company 51 Madison Avenue New York, NY 10010 AR10901.052024 SMRU5058493 (Exp.04.30.2025Compensation: 50,000 - 150,000 yearlyResponsibilities: Client Relationship ManagementBuild and maintain long-term relationships with individuals, families, and businesses.Provide personalized financial guidance to help clients meet protection, retirement, and legacy goals. Sales and Business DevelopmentIdentify and engage prospective clients through networking, referrals, and community involvement.Deliver tailored solutions, including life insurance, annuities, investments, and retirement strategies.Consistently meet or exceed sales and performance targets. Leadership DevelopmentTrain, mentor, and coach new financial professionals as you progress through the program.Develop team-building, recruiting, and leadership skills in preparation for management roles.Demonstrate strong business acumen and discipline in building and managing a practice. Professional GrowthComplete a structured training and development curriculum designed to accelerate your career.Pursue required licensing and maintain knowledge of industry regulations, products, and trends.Engage in continuous learning and professional development opportunities. Community EngagementRepresent New York Life as a trusted professional in your community.Promote financial literacy and provide resources that make a lasting positive impact. Qualifications: Education & ExperienceBachelor’s degree preferred; high school diploma required.Minimum 5+ years of professional experience in sales, business development, or client-facing roles.Prior leadership, management, or coaching experience strongly valued. Skills & AttributesProven ability to establish trust and build lasting relationships with individuals and businesses.Strong sales, communication, and negotiation skills.Exceptional organizational abilities, with a disciplined and goal-oriented mindset.High level of business acumen with the ability to identify opportunities and provide solutions. Leadership PotentialDemonstrated track record of success in driving performance and achieving goals.Interest in mentoring and leading others, with the ambition to grow into a management role.Ability to inspire and motivate a team to succeed. Professional RequirementsWillingness to pursue state licensing for life and health insurance.Commitment to ongoing professional development and mastery of financial products.Business-minded spirit with the drive to build and grow a practice.About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

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