451 Sales Teams jobs in Houston
Account Manager - Captive Management
77007 Houston, Texas
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
0
Account Executive - Captive Management
77007 Houston, Texas
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
1
Senior Account Manager - Captive Management
77007 Houston, Texas
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**
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2
Treasury Management Account Manager I
77007 Houston, Texas
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.
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3
Business Development Specialist
77246 Houston, Texas
Hexagroup
Posted today
Job Viewed
Job Description
Company DescriptionHexagroup, a leading B2B marketing and technology agency based in Houston, TX, is growing and looking to expand its team. Hexagroup is an active member of BBN International, the world's B2B marketing agency.As a vibrant and innovative company, Hexagroup provides comprehensive solutions that blend creative design, technology, and strategy to drive business growth for its diverse clientele. With a commitment to excellence and innovation, Hexagroup provides an exceptional workplace that fosters professional development and rewards talent.Job DescriptionHexagroup seeks a proactive and results-driven Business Development Executive to contribute to our continued expansion efforts. This position offers a flexible mix of on-site and remote work and focuses on acquiring and qualifying leads and prospects. The successful candidate will engage in a mix of digital global activities and in-person networking activities across the Greater Houston area to enhance Hexagroup's profile, identify new business opportunities, and strengthen the referral partner's network.Essential duties and responsibilities.Other duties may be assignedLead Acquisition and Qualification using existing proven processes and tools:Identify, acquire, and qualify leads and prospects to maintain and build a robust sales pipeline.Conduct initial outreach and follow-up activities to nurture leads and convert them into clients.Networking and Relationship Building:Participate in networking events and industry gatherings to further raise Hexagroup's profile in Houston.Develop and sustain relationships with partners and potential clients, positioning Hexagroup as a leader in digital solutions in the Energy segment.Strategic Sales Development:Collaborate with the leadership and operation team to align the business development strategy with promotional efforts.Market Research and Analysis:Monitor market trends and competitor activities to identify new business opportunities.Provide feedback and insights to enhance Hexagroup's service offerings and competitive stance.Local Greater Houston travel only.QualificationsBachelor's degree in Business, Marketing, or a related field.At least 3 years of experience in business development or sales, with a strong focus on lead generation and qualification.Ability and experience selling to Manager and Director levels within the organizationDemonstrated networking skills and the ability to build meaningful professional relationships.Proven track record of consistently meeting or exceeding assigned annual/quarterly goals and targetsExcellent communication, negotiation, and presentation skills.Proactive and self-motivated, passionate about achieving sales targets and driving business growth.Additional InformationBenefits:Competitive salary and performance-based incentives.Comprehensive health, dental, and vision insurance.Opportunities for professional development and advancement.Flexible work arrangements to support a balanced lifestyle.
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4
Business Development Specialist
77246 Houston, Texas
Tobias Solutions, LLC
Posted 3 days ago
Job Viewed
Job Description
Job DescriptionAbout Tobias Solutions: Tobias Solutions is a forward-thinking company dedicated to providing innovative talent solutions to businesses of all sizes. We specialize in connecting organizations with top-tier talent to drive growth and success. Our commitment to excellence, integrity, and client satisfaction sets us apart in the competitive landscape of talent acquisition.Job Description: As a Business Development Specialist at Tobias Solutions, you will play a critical role in driving revenue growth and expanding our client base. You will be responsible for identifying new business opportunities, nurturing client relationships, and promoting our suite of talent solutions to meet the evolving needs of our clients. Your entrepreneurial spirit, strategic mindset, and exceptional communication skills will be instrumental in driving business success and achieving ambitious sales targets.Key Responsibilities:Identify and research potential clients and market segments to uncover new business opportunities.Develop and implement strategic business development plans to drive revenue growth and achieve sales targets.Build and maintain strong relationships with key decision-makers and stakeholders within target organizations.Conduct comprehensive needs assessments to understand client challenges and tailor solutions to meet their specific requirements.Collaborate with internal teams, including recruiters and account managers, to deliver customized talent solutions that address client needs and exceed expectations.Present and articulate the value proposition of Tobias Solutions' services through compelling sales presentations, proposals, and demonstrations.Negotiate contracts and pricing agreements with clients, ensuring mutually beneficial terms and favorable outcomes for both parties.Stay informed about industry trends, market dynamics, and competitive landscape to identify opportunities for innovation and differentiation.Track and analyze sales performance metrics, pipeline activity, and client feedback to optimize business development strategies and tactics.Represent Tobias Solutions at industry events, conferences, and networking opportunities to enhance brand visibility and generate leads.RequirementsRequirements:Bachelor's degree in Business Administration, Marketing, or related field (or equivalent work experience).Proven track record of success in business development, sales, or account management roles, preferably within the staffing or professional services industry.Strong understanding of sales processes, techniques, and best practices.Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with clients at all levels.Strategic thinking and problem-solving abilities, with a focus on driving results and achieving objectives.Self-motivated and goal-oriented, with a drive to succeed in a fast-paced and dynamic environment.Proficiency in CRM software and other sales productivity tools.Ability to travel as needed to meet with clients and attend industry events.Entrepreneurial mindset and willingness to take initiative in exploring new business opportunities.Commitment to upholding ethical standards and integrity in all aspects of business development activities.BenefitsBenefits:Competitive salary and performance-based incentivesComprehensive health, dental, and vision insuranceRetirement savings plansPaid time off and holidaysProfessional development opportunitiesDynamic and collaborative work environmentJoin Tobias Solutions and be part of a talented team that is passionate about driving business success through innovative talent solutions. Apply now and take the next step in your career journey with us!
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5
Director, Business Development
77246 Houston, Texas
Grid United
Posted 4 days ago
Job Viewed
Job Description
DIRECTOR, BUSINESS DEVELOPMENT
The Organization
Grid United is a mission driven company aiming to solve the largest barrier to a cleaner, more reliable grid by developing new, long-haul transmission lines in North America. Grid United is developing utility-scale, multi-jurisdiction electric transmission projects that will deliver long-term economic benefits to communities across the continent, providing North Americans with improved grid resiliency for our homes and businesses, and cost savings for electricity consumers.
More information about the company can be found at
The Position
Grid United has numerous large-scale transmission projects underway and is actively identifying and studying the next wave of transformational projects across North America. The Company seeks to augment its leadership with an energetic and experienced Director of Business Development to identify, vet and advance new projects, shaping the future of our portfolio. In this Houston-based role, the Director will collaborate closely with an interdisciplinary group of talented experts. Reporting to the President and Chief Technology Officer, Kris Zadlo, the Director will lead efforts to bring high-impact projects into the Grid United portfolio.
Key Responsibilities
The Director of Business Development will have a strong track record with large linear infrastructure development and a passion for shaping the future of transformative energy infrastructure. They will be customer-centric, emotionally intelligent, commercially savvy, and technically conversant. They can work independently but also collaboratively, energized by ambiguity and opportunity and be able to rapidly earn credibility and trust among stakeholder groups.
They should have the experience-or demonstrated ability-to quickly identify fatal flaws in complex, early-stage infrastructure prospects and shape them into viable opportunities. They will not view business development as a traditional sales function, but rather as a process of strategic trust-building, opportunity shaping, and rigorous vetting-recognizing patterns and themes and leveraging them to create new projects additive to the portfolio.
Adaptive and inventive with an entrepreneurial mindset, the successful candidate will enjoy the ground floor "builder" aspect of this role in an early-stage, high growth and mission driven company - and will thrive in the looser structure of a small company undergoing rapid growth.
Desired Experience and Skills:
The Organization
Grid United is a mission driven company aiming to solve the largest barrier to a cleaner, more reliable grid by developing new, long-haul transmission lines in North America. Grid United is developing utility-scale, multi-jurisdiction electric transmission projects that will deliver long-term economic benefits to communities across the continent, providing North Americans with improved grid resiliency for our homes and businesses, and cost savings for electricity consumers.
More information about the company can be found at
The Position
Grid United has numerous large-scale transmission projects underway and is actively identifying and studying the next wave of transformational projects across North America. The Company seeks to augment its leadership with an energetic and experienced Director of Business Development to identify, vet and advance new projects, shaping the future of our portfolio. In this Houston-based role, the Director will collaborate closely with an interdisciplinary group of talented experts. Reporting to the President and Chief Technology Officer, Kris Zadlo, the Director will lead efforts to bring high-impact projects into the Grid United portfolio.
Key Responsibilities
- Identify new development opportunities that will enhance Grid United's project portfolio;
- Act as the single point of accountability for the front-end identification of new transmission projects;
- Create, maintain and manage budgets for new project identification efforts.
- Lead the identification of development prospects, including market assessments and fatal flaw assessment;
- Evolve and build upon existing internal frameworks for project vetting and incubation, crystallizing the company's prospecting playbook;
- Work with a team of diverse experts to understand the drivers of attractive transmission project development opportunities (i.e. market drivers, policy, environmental constraints, etc.);
- Assess inbound opportunities and determine if they are worth deeper pursuit; while not focused on high-volume cold sales outreach, this role will require strong interpersonal and evaluation skills to shape early-stage ideas into viable projects.
- Initiate discussions with key stakeholders such as utility customers, landowners, state and local officials, etc.;
- Represent Grid United in conversations with external partners, customers, and stakeholders; balance strategic vision with pragmatic execution.
- Build trust and understanding in order to explain benefits of projects and to potential partners and ultimately host communities.
The Director of Business Development will have a strong track record with large linear infrastructure development and a passion for shaping the future of transformative energy infrastructure. They will be customer-centric, emotionally intelligent, commercially savvy, and technically conversant. They can work independently but also collaboratively, energized by ambiguity and opportunity and be able to rapidly earn credibility and trust among stakeholder groups.
They should have the experience-or demonstrated ability-to quickly identify fatal flaws in complex, early-stage infrastructure prospects and shape them into viable opportunities. They will not view business development as a traditional sales function, but rather as a process of strategic trust-building, opportunity shaping, and rigorous vetting-recognizing patterns and themes and leveraging them to create new projects additive to the portfolio.
Adaptive and inventive with an entrepreneurial mindset, the successful candidate will enjoy the ground floor "builder" aspect of this role in an early-stage, high growth and mission driven company - and will thrive in the looser structure of a small company undergoing rapid growth.
Desired Experience and Skills:
- An undergraduate degree is required. Advanced degree helpful, but not required.
- A minimum of 10 years of experience ideally in transmission development and/or in development roles for large-scale linear infrastructure projects.
- Articulate speaker and persuasive communicator with the ability to lead public presentations.
- Strong organizational skills and ability to meet frequently changing deadlines in a rapidly changing environment.
- Knowledge of local, state, provincial and federal requirements for permitting.
- Strong business acumen and demonstrated success in contributing to business results.
- A strategic leader who operates with integrity and can influence without authority.
- Presence to represent the company credibly with communities, government officials, landowners, and other external stakeholders.
- Superior negotiation and conflict management skills.
- Ability to work well under pressure with strong organizational, analytical and decision-making skills.
- Comfort with and ability to navigate ambiguity.
- High energy and initiative.
- Advanced written and oral communication skills.
- Strong computer and internet skills are expected, including Word, PowerPoint and Excel.
- Ability to travel on short notice as necessary.
- An organization dedicated to unlocking the Rubik's cube of high voltage transmission development in a fast paced, dynamic, and innovative culture.
- Working with a core group of ethical, dedicated, and thoughtful colleagues.
- Working on a day-to-day basis with highly experienced and proven industry leaders.
- Being empowered to lead large-scale projects that will materially change the energy future of North America.
- Working in an organization committed to diversity, equity, and inclusion and having a positive social impact.
- Excellent financial backing from leading energy investor with long-term commitment, passion for energy, and an understanding and appetite to tackle the challenges of transmission development.
- Ground floor opportunity to contribute to building the systems which will underpin Grid United's long-term growth.
- Shaping new solutions to navigate the interplay between the evolving energy mix and the need for more high voltage long distance transmission.
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6
Director Business Development
77246 Houston, Texas
Audubon Companies
Posted 4 days ago
Job Viewed
Job Description
Audubon is currently seeking a Business Development Director to join our team in our Houston, Texas office. The Business Development Director shall be responsible for the all business development related activities for the domestic United States for all sectors of the industry for which Audubon Companies provide services. This position develops business relationships with the goal of securing contracts for Audubon Companies and will manage all aspects of Domestic Proposals, Initiatives, and Contracts, Client Management and Relationships and Business Development Procedures.
JOB FUNCTION & RESPONSIBILITIES
- Responsible for EPC opportunities and proposals, initiatives, and contracts pursued by the company domestically
- Identify project prospects, solicit proposals and secure contracts
- This shall include but not be limited to the following activities: client maintenance and development, BD procedures, BD workflows, domestic marketing, and reports (bi weekly and monthly).
- Understanding of overall engineering project evolution, specifically contract structure for FEED, detailed design and/or EPC project execution
- Represent Audubon and its affiliates at Industry Meetings and Social Functions (e.g. luncheons, golf tournaments, clay shoots, etc.)
- Ability to assist Project Managers with Proposal Preparation and follow up with inputting any information in Salesforce
- Development of effective models and processes for driving strong results in target markets
- Building business strategies, creating sales and marketing collateral, and aligning stake holders
- Maintain Professional Society Memberships
- Knowledgeable about technical professional selling processes and techniques
- The ability to analytically view sales opportunities and follow through on top priorities
- Coordinate with other Audubon business development professionals
- Bachelor's in Business or Engineering (preferred, not required)
- 5+ years of business development in energy industry (required)
- Strong presentation skills to audiences of all sizes and perspectives
- Focused and goal-oriented
No Recruiters, please!
Equal Opportunity Employer/Veterans/Disabled
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7
Dir Business Development
77246 Houston, Texas
Terminal Security Solutions Inc
Posted 4 days ago
Job Viewed
Job Description
The Director of Business Development is responsible for the growth and expansion of revenue through new and recurring accounts in the cargo facility and port authority sectors across the USA for Terminal Security Solutions, Inc. (TSS), the maritime security business of Nautilus International Holding Corporation. The Director of Business Development will play a vital role in driving growth for TSS while embodying core company values. This position is tasked with enhancing relationships with existing customers and growing business in line with the company’s strategic plans and key performance indicators. The duties include seeking out new business opportunities, engaging with existing and new target customers, contract management and development of rate quotations, RFP responses and proposals including preparing supporting financial evaluations. The employee will also collaborate with operations personnel to ensure the commercial strategy is aligned with technical constraints and expectations. The Director of Business Development reports directly to the Vice President of Business Development, Nautilus Ventures.
We offer a competitive total compensation package, including variable pay incentives (tied to sales growth and contract profitability).
Duties and Responsibilities
- Use of self-generated and company provided leads to conduct routine sales and marketing efforts specifically for prospective marine terminal/cargo clients and port authorities in line with the TSS Business Strategy
- Identify opportunities for growth within existing TSS locations and outside of existing locations
- Work with operational staff and management at all locations for input on all commercial aspects of rate proposals, RFP responses and rate renewals. Creating relationships with operations personnel will be key, as will having a strong understanding of operational processes
- Develop and maintain relationships with cargo and port authority customers of TSS as well as key stakeholders in the local and international maritime community
- Connect with existing cargo and port authority customers to ensure our service levels meet expectations
- Develop pricing models to ensure existing and potential business opportunities are priced in a competitive and profitable manner
- Collaborate with Vice President of Business Development and the Financial Reporting department to build financial models to ensure existing business is priced appropriately and to model new business opportunities
- Responsible for quotations, RFP responses, proposals, and contract renewals for TSS cargo/marine terminal business
- Create projections for future bid opportunities in the cargo/marine terminal and port authority sectors
- Support Vice President of Business Development and/or other senior management in preparing the cargo security and port authority aspects of TSS’ annual budget and periodic forecasts
- Convey to management areas of potential expansion, to be vetted for further investigation. Areas of potential expansion may include the aviation sector and security technology
- Fulfill budgeted expectations at existing locations/accounts
- Manage sales process optimization, goal setting, strategy, and data analysis while regularly updating company CRM with all pertinent sales activity and relevant data
- Report on sales cycle activity, pipeline development and sales goal tracking to senior management and via company CRM
- Attend relevant trade shows and other industry events as approved by Supervisor
- Stay up to date on industry trends, competitive landscapes, and emerging technologies to identify innovative new business opportunities
- Travel to visit customers and prospects in person, required
- 10 plus years in business development/sales, ideally within the maritime security sector
- Terminal management, container terminal operations and/or other cargo and port authority operations experience with no security sales experience, will be considered
- Bachelor’s Degree or higher preferred
- Operational background is a plus. Proven track record of securing and servicing client contracts with a focus on profitability
- Proven ability to source and close new business in the maritime security sector
- Strong interpersonal, communication and negotiation skills, oral and written; Proficient in creating and delivering compelling presentations
- Proficiency in CRM software e.g. Salesforce
- Experience in financial modeling
- Proficiency in Microsoft Office suite of products
- Ability to analyze data and market trends to inform strategic decisions
- Able to sit/stand for extended periods of time
- Frequent travel, including plane travel is necessary
Equal Opportunity Employer
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For further information, please review the Know Your Rights notice from the Department of Labor.
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