92 Local Businesses jobs in Westport
Senior Director, Account Management - Financial Services
28230 Charlotte, North Carolina
EPAM Systems
Posted today
Job Viewed
Job Description
You are strategic, resilient, engaging with people, and a natural self-starter. You have a passion for solving complex problems. Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, this could be the perfect opportunity to join EPAM as a **Senior Director, Account Management (Financial Services)** . Apply now!
Req.#795425788
**#LI-DNI** **#LI-CE1**
**Responsibilities**
+ Create business strategies to successfully achieve client business goals
+ Be a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs
+ Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement
+ Serve as an expert business and/or tech consultant in one or more of the following areas: retail banking, wealth management, asset management, or capital markets
**Requirements**
+ 10+ years of experience in P&L, Sales, Account Management roles
+ 10+ years of experience working in and/or consulting for retail banks, investment banks, wealth managers, or asset managers
+ 5+ years of demonstrated track record of developing and growing client relationships and leading teams delivering end-to-end IT professional services
+ Experience and ability to sell software engineering services (cloud, analytics, digital engagement, etc.)
+ Executive Presence, Exceptional leadership/management skills, Excellent Oral and Written communication skills, Confident Presentation skills
**We offer**
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.
YouTube video player ( Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.
Req.#795425788
**#LI-DNI** **#LI-CE1**
**Responsibilities**
+ Create business strategies to successfully achieve client business goals
+ Be a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs
+ Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement
+ Serve as an expert business and/or tech consultant in one or more of the following areas: retail banking, wealth management, asset management, or capital markets
**Requirements**
+ 10+ years of experience in P&L, Sales, Account Management roles
+ 10+ years of experience working in and/or consulting for retail banks, investment banks, wealth managers, or asset managers
+ 5+ years of demonstrated track record of developing and growing client relationships and leading teams delivering end-to-end IT professional services
+ Experience and ability to sell software engineering services (cloud, analytics, digital engagement, etc.)
+ Executive Presence, Exceptional leadership/management skills, Excellent Oral and Written communication skills, Confident Presentation skills
**We offer**
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.
YouTube video player ( Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.
View Now
0
Account Manager - Captive Management
28230 Charlotte, North Carolina
WTW
Posted 1 day ago
Job Viewed
Job Description
**Description**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $50,000-$75,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $50,000-$75,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
View Now
1
Account Executive - Captive Management
28230 Charlotte, North Carolina
WTW
Posted 1 day ago
Job Viewed
Job Description
**Description**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
View Now
2
Senior Account Manager - Captive Management
28230 Charlotte, North Carolina
WTW
Posted 1 day ago
Job Viewed
Job Description
**Description**
The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.
Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Specific Responsibilities:**
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Obtain regulatory approval for changes to the business plan.
+ Obtain Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage or supervise cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production and accuracy of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
+ To assist in implement policies adopted by Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Management in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**Requirements**
+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Board meeting presentation skills
+ Working toward Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.
Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Specific Responsibilities:**
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Obtain regulatory approval for changes to the business plan.
+ Obtain Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage or supervise cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production and accuracy of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
+ To assist in implement policies adopted by Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Management in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**Requirements**
+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Board meeting presentation skills
+ Working toward Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
View Now
3
Treasury Management Account Manager I
28230 Charlotte, North Carolina
PNC
Posted 11 days ago
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Denver CO or Irvine CA or Phoenix AZ or San Francisco CA or Seattle WA or Pittsburgh PA or Charlotte NC, Dallas TX or Houston TX or Chicago IL or Columbus OH or Indianapolis IN. Other locations within the PNC footprint will also be considered.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Additional Details:
o Face to face calls with the TMO (virtual or in person) and may be asked to take the initiative to lead specific client calls
o Great organizational and communication skills
o Ability to lead meetings internally and externally effectively
o Responsible for thought leadership development, identifying client/industry trends and opportunities to deepen customer relationships.
o Perform data analytics in support of customer and prospect relationship management
o Support TMOs and Proposal Team in responding the RFPs
o Support pricing of new and re-bid business
o Coordinate Post Implementation Reviews - are sold services being utilized at expected volumes?
o Assist TMOs in completing customer and prospect Business Prospect Reviews (BPRs)
o Assist TMOs in compiling and delivering customer facing Treasury Reviews
o Support TMO in completing Pre Implementation Work in preparation for transition to implementation Project Manager
o Support TMO in developing and delivering customer facing presentations
o Support TMOs in contract management process (primarily TMSAs)
o Assist with Portfolio Administration (ex. EDGE Assignment Updates & Mis-Alignment Reviews)
o Assist TMOs in coordinating activities related to projects requiring action from sales (ex. Payee Positive Pay conversion list)
o Not a Service nor a Sales role.
**Job Description**
+ Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement.
+ Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $45,000.00 - $104,650.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 04/24/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Denver CO or Irvine CA or Phoenix AZ or San Francisco CA or Seattle WA or Pittsburgh PA or Charlotte NC, Dallas TX or Houston TX or Chicago IL or Columbus OH or Indianapolis IN. Other locations within the PNC footprint will also be considered.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Additional Details:
o Face to face calls with the TMO (virtual or in person) and may be asked to take the initiative to lead specific client calls
o Great organizational and communication skills
o Ability to lead meetings internally and externally effectively
o Responsible for thought leadership development, identifying client/industry trends and opportunities to deepen customer relationships.
o Perform data analytics in support of customer and prospect relationship management
o Support TMOs and Proposal Team in responding the RFPs
o Support pricing of new and re-bid business
o Coordinate Post Implementation Reviews - are sold services being utilized at expected volumes?
o Assist TMOs in completing customer and prospect Business Prospect Reviews (BPRs)
o Assist TMOs in compiling and delivering customer facing Treasury Reviews
o Support TMO in completing Pre Implementation Work in preparation for transition to implementation Project Manager
o Support TMO in developing and delivering customer facing presentations
o Support TMOs in contract management process (primarily TMSAs)
o Assist with Portfolio Administration (ex. EDGE Assignment Updates & Mis-Alignment Reviews)
o Assist TMOs in coordinating activities related to projects requiring action from sales (ex. Payee Positive Pay conversion list)
o Not a Service nor a Sales role.
**Job Description**
+ Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement.
+ Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $45,000.00 - $104,650.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 04/24/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
4
Local Sales
28230 Charlotte, North Carolina
Suddath
Posted 11 days ago
Job Viewed
Job Description
**Why Choose Suddath to "Move" your Career to the Next Level?**
At Suddath, you can be part of something special and inclusive! Join a team that has a 100+ year reputation for excellence as an innovative, growing and financially stable company that is dedicated to promoting a culture that thrives on inclusion and diversity. From numerous awards to being recognized as one of the best places to work, Suddath offers a caring, family environment while providing relocation and logistics services to people and companies all around the world.
**What We Offer!**
+ A competitive wage with a comprehensive benefits package, including a 401(k) plan with company matching
+ Weekly pay for hourly-paid employees. Biweekly pay for salaried employees.
+ Paid Time Off (PTO) and paid company holidays
+ A tuition reimbursement plan where employees are encouraged to continue their education and development
+ For more information on our benefit offerings, please visit and scroll down to view our employee benefits.
**Summary:**
Responsible to focus exclusively on the workplace product line and to primarily directly sell local office moving.
**Key Responsibilities include:**
Research Local Market and develop a market strategy based on market dynamics and Suddath strengths
Develop rapport and credibility with the top 10 MAC prospects in the local market and position Suddath for the next sourcing cycle
Self generate qualified office moving project leads. Directly pursue self-generated leads in a timely manner. Track lead lifecycle and report progress as required.
Directly pursue qualified leads from the SWS business development department in an effective and timely manner. Track lead lifecycle and report progress as required.
Effectively identify prospect needs and develop solutions around client needs, goals and objectives
On average present proposals totaling at least 11.52% of annual production goal every two weeks
Exceed 33% closing ratio of volume opportunity
On average close 3.84% of annual production goal every two weeks
On average have 7 "face on" client contact meetings per week
Follow proposal and marketing standards to ensure workplace brand consistency
Follow all company standards for RFP, RFI, contracting and pricing requests
Directly present all move plans and pricing proposals in person
Follow training standards to become proficient in the SWS service offering. Intelligently integrate SWS's offerings into local relationships to achieve market differentiation
Develop and follow a focused local participation strategy for select trade associations
Develop and write clean, clear scopes of work for closed business
Utilize Estimator proprietary software
Actively prepare for and participate in: weekly sales meetings, weekly individual accountability sessions, monthly individual performance reporting, annual performance reviews, annual sales summit
Follow all company standards for comprehensive and effective utilization of Suddath's CRM application
**Qualifications:**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability preferred or required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**Communication Skills:**
Excellent verbal and written communication skills
**Relationship, Independence and Presentation Skills:**
Must develop and maintain positive working relationships with internal and external customers. Must demonstrate initiative and be effective working independently. Must also posses and demonstrate excellent interpersonal and presentation skills.
**Mathematical and Computer Skills:**
Must be effective working with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Must be able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Must demonstrate excellent mathematical and administrative skills to ensure accurate pricing, proposal development and record keeping.
Must be highly proficient in MS Word, MS Excel, MS CRM and Email. Must be proficient with presentation applications (MS PowerPoint and WebEx)
**Education/Experience:**
Bachelor's degree (B. A.) from four-year college or university is preferred; two to five years of direct business to business sales experience; experience in office moving, commercial furniture sales, commercial real estate services or project management is preferred.
**Language Ability:**
Must possess and demonstrate the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Must effectively write reports, business correspondence, and procedure manuals. Must be able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
**Reasoning Ability:**
Must possess and demonstrate the ability to define problems, collect data, establish facts, and draw valid conclusions. Must be able to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
**Certificates and Licenses:**
No certifications needed
**Work Environment:**
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
**Physical Demands:**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include Close vision, Peripheral vision and Ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms.
The Suddath Companies is a multifaceted group of companies that specialize in worldwide corporate employee relocations, household moving, warehouse and logistics management and specialized transportation services.
The Suddath Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
At Suddath, you can be part of something special and inclusive! Join a team that has a 100+ year reputation for excellence as an innovative, growing and financially stable company that is dedicated to promoting a culture that thrives on inclusion and diversity. From numerous awards to being recognized as one of the best places to work, Suddath offers a caring, family environment while providing relocation and logistics services to people and companies all around the world.
**What We Offer!**
+ A competitive wage with a comprehensive benefits package, including a 401(k) plan with company matching
+ Weekly pay for hourly-paid employees. Biweekly pay for salaried employees.
+ Paid Time Off (PTO) and paid company holidays
+ A tuition reimbursement plan where employees are encouraged to continue their education and development
+ For more information on our benefit offerings, please visit and scroll down to view our employee benefits.
**Summary:**
Responsible to focus exclusively on the workplace product line and to primarily directly sell local office moving.
**Key Responsibilities include:**
Research Local Market and develop a market strategy based on market dynamics and Suddath strengths
Develop rapport and credibility with the top 10 MAC prospects in the local market and position Suddath for the next sourcing cycle
Self generate qualified office moving project leads. Directly pursue self-generated leads in a timely manner. Track lead lifecycle and report progress as required.
Directly pursue qualified leads from the SWS business development department in an effective and timely manner. Track lead lifecycle and report progress as required.
Effectively identify prospect needs and develop solutions around client needs, goals and objectives
On average present proposals totaling at least 11.52% of annual production goal every two weeks
Exceed 33% closing ratio of volume opportunity
On average close 3.84% of annual production goal every two weeks
On average have 7 "face on" client contact meetings per week
Follow proposal and marketing standards to ensure workplace brand consistency
Follow all company standards for RFP, RFI, contracting and pricing requests
Directly present all move plans and pricing proposals in person
Follow training standards to become proficient in the SWS service offering. Intelligently integrate SWS's offerings into local relationships to achieve market differentiation
Develop and follow a focused local participation strategy for select trade associations
Develop and write clean, clear scopes of work for closed business
Utilize Estimator proprietary software
Actively prepare for and participate in: weekly sales meetings, weekly individual accountability sessions, monthly individual performance reporting, annual performance reviews, annual sales summit
Follow all company standards for comprehensive and effective utilization of Suddath's CRM application
**Qualifications:**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability preferred or required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**Communication Skills:**
Excellent verbal and written communication skills
**Relationship, Independence and Presentation Skills:**
Must develop and maintain positive working relationships with internal and external customers. Must demonstrate initiative and be effective working independently. Must also posses and demonstrate excellent interpersonal and presentation skills.
**Mathematical and Computer Skills:**
Must be effective working with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Must be able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Must demonstrate excellent mathematical and administrative skills to ensure accurate pricing, proposal development and record keeping.
Must be highly proficient in MS Word, MS Excel, MS CRM and Email. Must be proficient with presentation applications (MS PowerPoint and WebEx)
**Education/Experience:**
Bachelor's degree (B. A.) from four-year college or university is preferred; two to five years of direct business to business sales experience; experience in office moving, commercial furniture sales, commercial real estate services or project management is preferred.
**Language Ability:**
Must possess and demonstrate the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Must effectively write reports, business correspondence, and procedure manuals. Must be able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
**Reasoning Ability:**
Must possess and demonstrate the ability to define problems, collect data, establish facts, and draw valid conclusions. Must be able to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
**Certificates and Licenses:**
No certifications needed
**Work Environment:**
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
**Physical Demands:**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include Close vision, Peripheral vision and Ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms.
The Suddath Companies is a multifaceted group of companies that specialize in worldwide corporate employee relocations, household moving, warehouse and logistics management and specialized transportation services.
The Suddath Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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5
Bleeding Management Key Account Manager - South
28230 Charlotte, North Carolina
Grifols Shared Services North America, Inc
Posted 11 days ago
Job Viewed
Job Description
Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909 has been working to improve the health and well-being of people around the world. We are leaders in plasma-derived medicines and transfusion medicine and develop, produce and market innovative medicines, solutions and services in more than 110 countries and regions.
**Role and Responsibilities of a Bleeding Management KAM**
**About the Role:**
The KAM will play a vital role in the successful launch of a new Bleeding Management product within the Grifols Biopharma portfolio. The KAM will develop and execute Account plans for a specified "Account List" of Health Systems designed to increase the adoption and utilization of the Grifols Bleeding Management product portfolio. The KAM's primary responsibility will be to ensure the Grifols Bleeding Management products are available when requested by Physicians for use during appropriate procedures within specified Health Systems. The KAM will be responsible to coordinate and communicate the sales activities on a regular cadence with key Grifols Stakeholders across multiple departments and functions including Territory Sales Representatives, Regional Sales Directors, Managed Markets, the Product Brand Team and other necessary stakeholders. The KAM will report directly to the Regional Sales Director with responsibility for their specific geographic alignment.
**The KAM Role will execute the following:**
**KAM Customer Related Responsibilities and Activities**
+ Cultivate a network of Grifols Bleeding Management Product advocates that are key members of the decision-making process within a targeted Health System which may include various Heads of Department, KOL's and Key Decision Makers / Influencers both inside and outside of the P&T Committee
+ Understand who the P&T Members are within a Health System and build a relationship with those individuals
+ Understand and engage with the specific process required for product approval and availability for use during appropriate surgical procedures within each targeted account
+ Collaborate with Regional Sales Directors and their team of Specialty Sales Representatives to develop physician influencer champions to submit and approve P&T requests to add product to formulary
+ To drive the pull-through of prioritized Grifols Bleeding Management products, the KAM should develop KOL champions to drive a new standard-of-care and protocol changes within targeted health systems
+ Possess an understanding of the purchase landscape, and how each targeted Grifols Bleeding Management Product fits within the Health System's existing purchase structure (i.e. Distributor, GPO, Contract Status, Consignment, etc.)
+ Develop and execute a Strategic Account Plan for each targeted customer through collaboration with all Grifols stakeholders
+ Understand the entire book of Biopharma business Grifols may have within a Health System, and appropriately and strategically leverage existing Grifols relationships
+ Collaborate and engage the National Accounts team when any contracting needs/opportunities arise. The KAM would be available to provide any necessary support to the responsible National Account Manager (NAM) in the execution of the contracting process
+ Understand when to engage the HEOR Team to connect them with the customer as appropriate
+ Possess an understanding of the Managed Care landscape and when to utilize necessary internal resources to assist the customer (i.e. Director of Reimbursement, Payer Team, etc.)
+ Compliantly engage and interact with the MSL Team should a need arise
**KAM Resources Utilization**
+ Maintain updated and accurate CRM Data
+ Build an Account focused Business Strategy in alignment with corporate strategies and goals utilizing available data resources
+ Lead and coordinate the Account Strategy and Tactics utilizing all resources available including the collaboration of the Regional Sales Directors, their Territory Sales Team and relevant stakeholders
+ Provide Key Account Management insights to Sales Leadership and appropriate internal stakeholders to assist in customer strategy development and resource needs
+ Utilization of all available educational resources to develop knowledge about products and disease states while also utilizing these resources where appropriate to drive awareness with the customer
+ Follow Grifols Compliance Guidelines for management and use of Corporate T&E Expense Card.
**Product Portfolio Knowledge**
+ Clearly articulate the feature and benefit of key Bleeding Management products and understand the "Why" behind their importance to the customer
+ Possess an understanding of all products in the Grifols Bleeding Management product portfolio and articulate the value proposition of each brand to appropriate customer contacts
+ Due to the nature of coordinating Grifols Bleeding Management sales activity within a Hospital or Health System where other Grifols products are sold, it is important to have familiarity with other products within the Grifols portfolio (Gamunex, Albutein, HyperRAB, Xembify and Prolastin), and then understand who and when to engage the key Grifols stakeholders to assist the customer should a request for assistance be made that is beyond the scope of the Bleeding Management product portfolio
**Qualifications**
+ 6 years of Sales Experience in Biologics or Pharmaceuticals with 3+ years selling in the Hospital / Institutional Environment
+ 2+ years in a Health System "Account Management" Role
+ Existing relationships with health system decision makers, P&T committee members, health system director level within pharmacy, purchasing or supply chain
+ Previous experience influencing standard-of-care or protocol changes within institutional / health system environments a bonus
+ History of formulary wins within large hospital systems within the geography
+ Understanding of the GPO, Health System & Distribution channel and their relation to a health system's decision making and product approval process
+ History of collaboration across sales & cross-functional teams to drive account specific strategy
+ A history of consistently meeting or exceeding sales goals
Third Party Agency and Recruiter Notice:
Agencies that present a candidate to Grifols must have an active, nonexpired, Grifols Agency Master Services Agreement with the Grifols Talent Acquisition Department. Additionally, agencies may only submit candidates to positions that they have been engaged to work on by a Grifols Recruiter. All resumes must be sent to a Grifols Recruiter under these terms or they will be considered a Grifols candidate.
**Grifols provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability. We will consider for employment all qualified applicants in a manner consistent with the requirements of all applicable laws.**
Learn more about Grifols ( ID:** 527940
**Type:** Regular Full-Time
**Job Category:** Sales/Sales Operations
**Role and Responsibilities of a Bleeding Management KAM**
**About the Role:**
The KAM will play a vital role in the successful launch of a new Bleeding Management product within the Grifols Biopharma portfolio. The KAM will develop and execute Account plans for a specified "Account List" of Health Systems designed to increase the adoption and utilization of the Grifols Bleeding Management product portfolio. The KAM's primary responsibility will be to ensure the Grifols Bleeding Management products are available when requested by Physicians for use during appropriate procedures within specified Health Systems. The KAM will be responsible to coordinate and communicate the sales activities on a regular cadence with key Grifols Stakeholders across multiple departments and functions including Territory Sales Representatives, Regional Sales Directors, Managed Markets, the Product Brand Team and other necessary stakeholders. The KAM will report directly to the Regional Sales Director with responsibility for their specific geographic alignment.
**The KAM Role will execute the following:**
**KAM Customer Related Responsibilities and Activities**
+ Cultivate a network of Grifols Bleeding Management Product advocates that are key members of the decision-making process within a targeted Health System which may include various Heads of Department, KOL's and Key Decision Makers / Influencers both inside and outside of the P&T Committee
+ Understand who the P&T Members are within a Health System and build a relationship with those individuals
+ Understand and engage with the specific process required for product approval and availability for use during appropriate surgical procedures within each targeted account
+ Collaborate with Regional Sales Directors and their team of Specialty Sales Representatives to develop physician influencer champions to submit and approve P&T requests to add product to formulary
+ To drive the pull-through of prioritized Grifols Bleeding Management products, the KAM should develop KOL champions to drive a new standard-of-care and protocol changes within targeted health systems
+ Possess an understanding of the purchase landscape, and how each targeted Grifols Bleeding Management Product fits within the Health System's existing purchase structure (i.e. Distributor, GPO, Contract Status, Consignment, etc.)
+ Develop and execute a Strategic Account Plan for each targeted customer through collaboration with all Grifols stakeholders
+ Understand the entire book of Biopharma business Grifols may have within a Health System, and appropriately and strategically leverage existing Grifols relationships
+ Collaborate and engage the National Accounts team when any contracting needs/opportunities arise. The KAM would be available to provide any necessary support to the responsible National Account Manager (NAM) in the execution of the contracting process
+ Understand when to engage the HEOR Team to connect them with the customer as appropriate
+ Possess an understanding of the Managed Care landscape and when to utilize necessary internal resources to assist the customer (i.e. Director of Reimbursement, Payer Team, etc.)
+ Compliantly engage and interact with the MSL Team should a need arise
**KAM Resources Utilization**
+ Maintain updated and accurate CRM Data
+ Build an Account focused Business Strategy in alignment with corporate strategies and goals utilizing available data resources
+ Lead and coordinate the Account Strategy and Tactics utilizing all resources available including the collaboration of the Regional Sales Directors, their Territory Sales Team and relevant stakeholders
+ Provide Key Account Management insights to Sales Leadership and appropriate internal stakeholders to assist in customer strategy development and resource needs
+ Utilization of all available educational resources to develop knowledge about products and disease states while also utilizing these resources where appropriate to drive awareness with the customer
+ Follow Grifols Compliance Guidelines for management and use of Corporate T&E Expense Card.
**Product Portfolio Knowledge**
+ Clearly articulate the feature and benefit of key Bleeding Management products and understand the "Why" behind their importance to the customer
+ Possess an understanding of all products in the Grifols Bleeding Management product portfolio and articulate the value proposition of each brand to appropriate customer contacts
+ Due to the nature of coordinating Grifols Bleeding Management sales activity within a Hospital or Health System where other Grifols products are sold, it is important to have familiarity with other products within the Grifols portfolio (Gamunex, Albutein, HyperRAB, Xembify and Prolastin), and then understand who and when to engage the key Grifols stakeholders to assist the customer should a request for assistance be made that is beyond the scope of the Bleeding Management product portfolio
**Qualifications**
+ 6 years of Sales Experience in Biologics or Pharmaceuticals with 3+ years selling in the Hospital / Institutional Environment
+ 2+ years in a Health System "Account Management" Role
+ Existing relationships with health system decision makers, P&T committee members, health system director level within pharmacy, purchasing or supply chain
+ Previous experience influencing standard-of-care or protocol changes within institutional / health system environments a bonus
+ History of formulary wins within large hospital systems within the geography
+ Understanding of the GPO, Health System & Distribution channel and their relation to a health system's decision making and product approval process
+ History of collaboration across sales & cross-functional teams to drive account specific strategy
+ A history of consistently meeting or exceeding sales goals
Third Party Agency and Recruiter Notice:
Agencies that present a candidate to Grifols must have an active, nonexpired, Grifols Agency Master Services Agreement with the Grifols Talent Acquisition Department. Additionally, agencies may only submit candidates to positions that they have been engaged to work on by a Grifols Recruiter. All resumes must be sent to a Grifols Recruiter under these terms or they will be considered a Grifols candidate.
**Grifols provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability. We will consider for employment all qualified applicants in a manner consistent with the requirements of all applicable laws.**
Learn more about Grifols ( ID:** 527940
**Type:** Regular Full-Time
**Job Category:** Sales/Sales Operations
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6
Business Development Manager
28245 Charlotte, North Carolina
Cotton Holdings
Posted today
Job Viewed
Job Description
Business Development ManagerDepartment: Business DevelopmentEmployment Type: Full TimeLocation: Charlotte, NCDescriptionWho We AreCotton Holdings, Inc. is a global leader providing comprehensive solutions for property restoration, recovery, construction, and more. Whether we're responding to natural disasters or managing large-scale development projects, our innovative team combines world-class talent with a vast inventory of company-owned assets to achieve exceptional results. Ready to be part of our dynamic, mission-driven team? Let's get started!What You'll DoPosition requirements and responsibilities will include but are not limited to the following:Administrative RequirementsGenerate new leads, research potential clients and their requirementsSchedule in person presentations with key decision makersMaster company capabilities adept at developing effective lead-to-opportunity closureCreate engaging presentationCustomer Service/ File ManagementMaintain strong customer relationship, ensure loyalty through excellent customer serviceWork with client as business continuity partner for their emergency service needsCommunicate customers' needs to Project Directors Project Manager and field personnel to ensure project runs efficiently and meets client objectivesMarketingKeep open line of communication and constant networking with client or sales marketing teamUtilize all marketing tools to promote and increase revenueCommunicate and ensure Cotton is always being presented with integrityMonitor, train and assist in maintaining vendor programsWhat You Bring to the TableEducation:Marketing/Business degree or related field or equivalent work experienceKnowledge and Skills:Proven sales and management experienceStrong presentation skillsStrong negotiation skillsExcellent communication skills: written and verbalBasic and Essential Functions of the Job:Ability to travel, both domestically and internationally as business needs requireAbility to communicate effectivelyMust be able to drive a vehicle and provide a good driving record Our ValuesAt Cotton, we value Action Orientation, Collaboration, and Accountability. We're seeking someone who communicates effectively, makes data-driven decisions, and thrives in our fast-paced, dynamic environment Ready to Apply?Make an impact and grow with us! Apply today at to join a team.This Job Description indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent(s) may be asked to perform other duties as requested. Equal Opportunity Employer/Veterans/Disabled Cotton is proud to be an Equal Employment Opportunity, Affirmative Action, Veterans, Disabled, and LGBTQ employer. Cotton promotes a respectful work environment of inclusion and is committed to building teams that represent a variety of backgrounds, perspectives, skills, and experiences. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact HR ( #logistics
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7
Director, Business Development
28245 Charlotte, North Carolina
RVO Health
Posted 2 days ago
Job Viewed
Job Description
AT A GLANCE
As the Director, you will be responsible for driving new business development initiatives for RVO Health, as well as nurturing and growing existing partnerships. We're looking for someone to join our Business Development team with a well-rounded skillset who can help grow our business in key areas of opportunity, which are multi-faceted. The ideal candidate will be a self-starting team player with a strategic mindset, positive attitude and a track record of identifying strategic partnerships, closing partnerships, and maintaining relationships and growing our footprint at existing partnerships.
WHERE YOU'LL BE
To prioritize togetherness, culture, and accountability, RVO Health operates on an in office work schedule. We expect employees to work from our South Charlotte office Tuesday, Wednesday and Thursday each week. You are welcome to work remotely Mondays and Fridays if you wish.
1101 Red Ventures Dr Fort Mill, SC 29707
What You'll Do
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Develop new strategic partnership ideas to support RVO Health's growth targets
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Uncover and analyze potential opportunities and initiatives to drive revenue through strategic analysis
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Deeply understand our offerings and strategic story in order to pitch to new partners and clearly explain the RVO Health value proposition
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Manage the deal cycle from engagement to negotiation and contract execution to partnership implementation
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Work closely with other key stakeholders and leadership to define and shape business development strategy and achieve business goals
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Manage and grow existing partner relationships
What We're Looking For
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5-10+ years of relevant experience in Business Development or similar strategy role with a history of producing results
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Proven experience with content licensing and syndication in digital media , including managing third-party content partnerships, negotiating distribution rights, and navigating complex licensing agreements
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Ability to organize complicated business processes and logically drive partnerships from ideation to execution and maintenance
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Energy and hunger to keep up with industry trends in the lifesciences and media industries in order to come up with our next big idea
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Strong verbal and written communication capabilities with all levels of an organization
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Self-starter with high level of attention to detail
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Ability to conduct analysis, interpret data, and create financial models
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Self-awareness, emotional intelligence, and genuine interest in cultivating a culture that seeks excellence
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Ability to assimilate research and thrive in a data-driven environment
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Ability to context shift and multitask in a fast-paced media environment
Pursuant to various state Fair Pay Acts, below is a summary of compensation elements for this role at the company. The following benefits are provided by RVO Health, subject to eligibility requirements.
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Starting Salary: $133,600 - $170,000* *Note actual salary is based on geographic location, qualifications and experience
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Bonus Potential
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Access to a Free Udemy for Business subscription-thousands of hours of learning content on hundreds of different subjects at your fingertips
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Health Insurance Coverage (medical, dental, and vision)
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Life Insurance
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Short and Long-Term Disability Insurance
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Flexible Spending Accounts
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Paid Time Off
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Holiday Pay
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401(k) with match
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Employee Assistance Program
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Paid Parental Bonding Benefit Program
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Pharmacy Benefits
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Income Protection Plans
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Pet Services Plans
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Mental Health Support
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Wellness Coaching
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HSA- Health Savings Account
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Commuter Benefits
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Gym & Fitness Center Discount Program
Who We Are:
Founded in 2022, RVO Health is a new healthcare platform of digital media brands, services and technologies focused on building relationships with people throughout their health & wellness journey. We meet people where they are in their personal health journeys and connect them with both the information and the care they need. RVO Health was created by joining teams from both Red Ventures and UnitedHealth Group's Optum Health. Together we're focused on delivering on our vision of a stronger and healthier world.
RVO Health is comprised of Healthline Media (Healthline, Medical News Today, Psych Central, Greatist and Bezzy), Healthgrades, FindCare and PlateJoy; Optum Perks, Optum Store and the virtual coaching platforms Real Appeal, Wellness Coaching, and QuitForLife.
We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.
RVO Health is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at RVO Health is based solely on a person's merit and qualifications.
We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact
We do not provide visa sponsorship for this role at this time.
#LI-Hybrid
RVO Health Privacy Policy:
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8
Director - Business Development
28245 Charlotte, North Carolina
Novolex
Posted 2 days ago
Job Viewed
Job Description
Why Choose Us?
Novolex is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets.
- $180,000 - $220,000 base salary * + annual bonus
- Medical, dental and vision options
- Wellness rewards to fund your HRA or HSA
- Paid holidays, time off, parental and other leaves
- Financial protection benefits such as life, AD&D and disability insurance, and 401(k) Plan with employer matching contributions
- Education Support (for example, tuition reimbursement, Chairman's Scholarship, 529 College Savings Plan)
- Broad Based Employee Award Program-value sharing plan for all employees with one year of service
- Employee Assistance Program and much more!
*The range provided is based on cost of living/geography and what we believe is reasonable in the market at the time of posting. This role may be eligible for annual bonus and annual merit increase, as well as long term compensation. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors.
Our Sustainability CommitmentOur Environmental Mission
Novolex sustainability goal is to establish a viable environmental program and product line that:
- Reduces the impact of plastic and paper on the environment through recycling and increased recycled content
- Sets a high standard of industry leadership and corporate citizenship
- Creates meaningful benefits for the environment and the community
- Facilitates environmental action by retailers and the community
This position is responsible for leading and develop ing our external sales team's strategic relationships and business growth for Shields - North America.
- Will be the primary point person to develop and drive growth strategies for assigned accounts and identify new market opportunities and drive expansion efforts.
- Set and monitor key performance metrics to ensure commitments are attained.
- Foster a results-oriented culture with clear performance expectations and coaching.
- Focused on Sales Leadership, Pipeline Management, Forecasting, Business Development, and Accountability for Shields
- Will be responsible for updating and managing the CRM, (Customer Relationship Management) on key customer projects.
- Will work closely with the Shields Pricing Team and Customers on all opportunities to maximize profit through price increase, margin improvement, and wallet share.
- Lead contract negotiations and ensure long-term partnerships.
- Develop a strong working relationship with our Demand Planning and Forecasting Teams to maximize sales, fill rates, inventory management and overall service to our national customers.
- Budget management for T&E, customer promotions-programs, and spending to maximize ROI and improve overall profitability.
- Develop strong relationship with other key internal partners from Operations, Human Resources, and Finance.
- Bachelor's Degree, or a combination of Sales Leadership and 10+ years of progressive work-related experience with a track record of exceeding targets.
- Experience managing, coaching, and developing direct reports.
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
- Strong verbal and written communication skills.
- Team player with ability to build lasting, productive business relationships with hourly employees, management, and peers.
- Must possess a high degree of professionalism in handling confidential information.
- Ability to work flexible hours, travel, including weekends when required.
- Strong ability to multi-task in a fast-paced environment.
- Experience in a manufacturing environment preferred.
- Strong analytical, organizational, problem solving, and auditing skills required.
- Critical decision maker with the ability to work independently.
Benefits
With safety as our top priority and a commitment to employee well-being an important focus, we offer comprehensive and competitive benefits that include medical, dental and vision insurance (including Telehealth options) as well as a variety of other well-being resources focused on mental, physical and financial health. Specific benefits and well-being programs may vary depending on where you work.
Community Engagement
At Novolex, giving back to the local communities that support us is important. Our Focused Giving Program prioritizes support for organizations whose missions promote sustainability initiatives or address food and hunger needs. We also encourage facility level support of activities in the communities where our employees live and work.
Training and Development
We offer constant opportunities for advancement. From skills development to advanced education programs, training and development programs and courses are available through Novolex University. Programs include company and industry training curricula, support for formal education through the Tuition Reimbursement Program, and a Learning Management System that supports and enhances employee skills at all levels of the organization.
#LI-DG1 #LI-Remote
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