Specialist, Strategic Planning

19087 Wayne, Pennsylvania Lincoln Financial

Posted 4 days ago

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**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74489
**The Role at a Glance**
This role will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s). They will support management & team in business-related strategic planning activities including working with internal stakeholders to integrate the deliverables into project plans.
**What you'll be doing**
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Identifies and communicates to management process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
+ Gathers and summarizes data to support management & team in the creation of actionable, multi-year plans that link strategy to tactics and foster growth & profitability while ensuring business plans align with LFG's growth, financial & business objectives
+ Gathers and summarizes data pertaining to organizational issues including cultural, structural, business process, and/or organizational alignment.
+ Collaborates with management & cross-functional stakeholders to structure strategic plans.
+ Supports data analysis and translation of findings into meaningful insights, integrating relevant business knowledge.
+ Researches and gathers data necessary for cost-benefit analyses for proposed opportunities.
+ Researches and summarizes environmental factors, enlisting internal & external resources to identify risks and business growth opportunities.
+ Partners with the business stakeholders to establish metrics to evaluate progress against defined objectives.
**What we're looking for**
**_Must-haves:_**
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
+ 1 - 3+ Years of business analytics and/or project management experience that directly aligns with the specific responsibilities of the role (Required)
**_Nice-to-haves:_**
+ Ability to work with others in a team environment.
+ Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
+ Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
+ Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Demonstrates strong interpersonal skills with a collaborative style.
+ Demonstrates the ability to use sound judgment and discretion regarding confidential information.
+ Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
**Application Deadline**
Applications for this position will be accepted through July 15th, 2025 subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $53,500 - $96,300 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating a diverse and inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Director - Strategic Financing Services - Applications and Strategic Planning

08629 Trenton, New Jersey Cherry Bekaert

Posted 5 days ago

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**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
$1 6,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Strategic Financial Planning & Analytics Associate

19117 Philadelphia, Pennsylvania CBIZ

Posted 10 days ago

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About our Business. CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions foc Financial Planning, Analytics, Associate, Financial, Strategic, Forecasting, Banking

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Director Strategic Partnerships and Planning - US Based Remote

19133 Philadelphia, Pennsylvania Anywhere Real Estate

Posted 5 days ago

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**Director, Strategic Partnerships & Planning**
This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and building out Anywhere's new business line under a new brand, Upward Title & Closing. This business line will consist of joint ventures between Anywhere Integrated Services' wholly owned title and closing companies and participating Anywhere Brands real estate affiliates.
This role will be responsible for supporting Upward's go to market roadmap; and leading the collaboration with partners and leadership to build a high-impact business plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies.
Successful individuals in this role can plan on earning a competitive base salary and variable compensation.
**Key Responsibilities:**
- Partner Management - Support ownerships of broker-owner relationships, input, and questions from Anywhere franchisees during the 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success.
- Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including: identifying viable geographies for additional affiliate outreach, working with finance to build pro-formas, and collaborating with internal stakeholders and external partners on office footprint, staffing, and implementation decisions
- Leadership & Communications - Serve a key communicator and program owner during the 3-5 month implementation phase. Set a precedent for thoughtful listening and iteration. Ensure launch progress and key decisions are clearly and enthusiastically communicated to internal stakeholders, including leaders in operations, legal, finance, marketing, and Anywhere brand partners.
- Thoughtful Implementation - Collaborate with internal teams to own and iterate on the workplan and ensure all launch processes are efficient and impact-oriented. Think outside the box on how things should (or could) be done.
**Minimum Requirements:**
- 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required.
- Experience in working closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus.
- High degree of confidence working with financial models and partnering with finance stakeholders
- Expert in program management and ownership, including data-driven iteration on the value proposition, processes, and communications of a complex program/offering.
- Proven experience in leadership level communications and presentations; experience in managing external partners a plus.
- Stellar communication and presentation skills
- Superb time management skills and a strong sense of ownership for outcomes
- Ability to work independently, including analyzing and proposing changes in strategy, tools, and structure
- Diverse candidates, thinking, and backgrounds encouraged!
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages.
Anywhere Integrated Services' Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).
Anywhere Real Estate Inc. (   **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate ( , Century 21® ( , Coldwell Banker® ( , Coldwell Banker Commercial® ( , Corcoran® ( , ERA® ( , and Sotheby's International Realty® ( , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report ( .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
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Operations Management Executive Director - Life Sciences Sector

19133 Philadelphia, Pennsylvania CBRE

Posted 17 days ago

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Operations Management Executive Director - Life Sciences Sector
Job ID
232208
Posted
06-Aug-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Executive Management, Facilities Management
Location(s)
Boston - Massachusetts - United States of America, Charlotte - North Carolina - United States of America, Chicago - Illinois - United States of America, Hartford - Connecticut - United States of America, Miami - Florida - United States of America, New York City - New York - United States of America, Philadelphia - Pennsylvania - United States of America, Providence - Rhode Island - United States of America, Richmond - Virginia - United States of America, Washington, D.C. - District of Columbia - United States of America
***Position is equivalent to a Sector Director***
Job Summary:
The Operations Management Executive Director (OMED) is a critical executive leadership role responsible for the overall success of a defined global sector portfolio within the organization. This role requires a highly visible and engaged leader with full ownership of sector performance, including financial results, client satisfaction, and talent development. The OMED drives strategy, fosters durable client partnerships, and ensures the delivery of exceptional service, ultimately contributing to significant growth and profitability across the portfolio. This role demands a strategic thinker, a strong communicator, and a proven leader with the ability to build and maintain high-performing teams.
Responsibilities:
Client Success & Relationship Management:
+ Serve as the senior owner for client success, consistently meeting, managing, and exceeding all client expectations.
+ Maintain a high and measurable degree of client satisfaction and engagement, striving for top promoter scores across the portfolio. Develop and implement improvement plans in collaboration with Alliance Directors.
+ Build and maintain strong relationships with key senior clients, driving strategy and ensuring long-term partnership success.
+ Articulate a detailed understanding of client contract scope, commercial opportunities, and areas of growth.
Business & Portfolio Growth:
+ Drive organic growth across all service lines and secure new client acquisitions.
+ Lead the development, implementation, and monitoring of short and long-range business plans and budgets to achieve scorecard, revenue, and EBITDA targets, including stretch financial goals.
+ Bring all CBRE expertise and service lines to the client, creating a unified and valuable service offering.
+ Identify and pursue opportunities for portfolio expansion and the introduction of new service lines and solutions, enabling both sector and client growth.
+ Drive year-over-year growth using positive leverage.
Operational Excellence & Risk Management:
+ Ensure all CBRE and client requirements are met, from operational excellence and technical compliance to service delivery and innovation.
+ Optimize the cost of services across the entire portfolio, creating value for both clients and CBRE.
+ Manage and mitigate commercial and contractual risks effectively.
+ Partner and engage with Platform and other CBRE global practice areas to ensure operational excellence and account success.
Financial Performance:
+ Demonstrate financial fluency and the ability to impact positive financial performance.
+ Drive financial performance and achieve scorecard targets, delivering on financial commitments.
Talent Management & Leadership:
+ Lead and mentor Alliance Directors, driving accountability for service delivery, scorecard achievement, client experience, employee engagement, and compliance.
+ Develop and nurture a high-performance team across all facets of the portfolio.
+ Lead talent enablement for teams, including the selection, development, and retention of Alliance Director talent and capabilities.
+ Facilitate and deploy a key leadership succession plan, ensuring a robust talent pipeline.
+ Enable strategic talent development, emphasizing DE&I candidates for development and promotion.
+ Build and maintain a robust internal and external talent network to secure a strong bench.
+ Drive high employee engagement and foster a positive and inclusive work environment.
Compliance & Safety:
+ Ensure exacting safety and compliance performance across the portfolio.
+ Embrace the organization's safety agenda, prioritizing the safety of all account employees.
Strategic Alignment & Collaboration:
+ Act as an advanced integrator of products, services, solutions, client alignment, and talent across the organization.
+ Operate as a truly global leader, managing and coordinating all service lines across all geographies.
+ Build and maintain strong relationships with local CBRE leadership teams in key markets within the Sector MD's geographic areas of responsibility.
+ Actively build successful network relationships with key industry and trade associations, vendors, and professional organizations to enhance the organization's positioning.
+ Engage with Sector Presidents, Delivery Excellence teams, Platform leaders, and global practice leaders to leverage expertise for operational excellence.
**Qualifications**
Experience:
+ Proven experience in a senior leadership role within the commercial real estate or related industry.
+ Demonstrated experience in managing large, complex portfolios and driving significant financial results.
+ Extensive experience in client relationship management, building and maintaining strong relationships with key clients.
+ A track record of successfully managing and developing high-performing teams.
+ Experience with new account startups and major transformation/growth initiatives.
Skills:
+ Financial Acumen: Strong understanding of financial statements, budgeting, and forecasting. Ability to analyze financial data and make data-driven decisions.
+ Strategic Thinking: Ability to develop and implement strategic plans to achieve business goals.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Ops Management Exec Director position is $290,000 annually and the maximum salary for the Ops Management Exec Director position is $315,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Account & Relationship Management Executive - Higher Ed Sales (Nursing) - Kansas City Metro

08629 Trenton, New Jersey Wolters Kluwer

Posted 6 days ago

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**LOCATION:** This position works from a remote home office and will live in or near to the Kansas City KS area.
**OVERVIEW**
You will be part of the Health Learning, Research & Practice (HLRP) Business Unit within Wolters Kluwer Health is a challenging and fulfilling role. To be successful, you will be driven to continuously learn and help nursing higher educational institutions change toward more effective learning models. The territory will consist mostly of Kansas and Nebraska (among neighboring areas). You will be selling CoursePoint+ (course materials), DocuCare (EHR), VSIM/VRClinicals (virtual patient simulation), and Lippincott Ready for NCLEX (testing prep).
You will have a territory of accounts and work for an organization that strives to build effective performance conditions. You will have a Regional Sales Manager who is a coach to help support career growth and learn emerging best practices in sales and marketing. You will play an important role in moving Wolters Kluwer Health to the forefront of nursing education, particularly in the digital solution space, and have uncapped earning potential along the way!
**RESPONSIBILITIES**
+ Develop and maintain a sales pipeline of opportunities to achieve sales objectives via prospecting and account management
+ Develop sales strategy for prospects and assigned accounts and successfully manage deals through the sales cycle
+ Communicate with customers with regards to any account problems and discuss customer concerns and suggestions
+ Negotiate service and product terms with customers
+ Report suggestions to and develop solutions with sales, order processing, and customer support team
+ Handle add-on sales for clients
+ Use the customer relationship management (CRM) system Salesforce to process, track, and organize client information.
**QUALIFICATIONS**
**Education:** Bachelor's Degree or equivalent relevant experience
**Experience:** 3+ years working in Account Management, Sales, or other equivalent experience
+ Understanding of business, financials, products & services, and the market, preferably with a reputation for providing a level of expert knowledge within your industry
+ Excellent communication (both written & oral) and presentation skills
+ Ability to manage own territory and accounts and monitor resources accordingly
**TRAVEL:** Up to 4 days travel per week
**Additional Information** : Thepoint.lww.com
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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Account & Relationship Management Executive - Enterprise Nursing Higher Education Field Sales (We...

08629 Trenton, New Jersey Wolters Kluwer

Posted 4 days ago

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Job Description

**LOCATION:** Remote U.S. (West - Preference will be given to a candidate who lives in western USA).
**OVERVIEW**
You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of authority in negotiations, you will play an important role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Develop effective sales approaches to target key accounts.
+ Engage in in-depth negotiations with higher autonomy to close deals.
+ Manage and nurture relationships with key customer accounts.
+ Provide accurate sales forecasts and activity reports.
+ Identify and analyze market conditions to uncover sales opportunities.
+ Handle moderately complex or higher-value sales opportunities.
+ Gather and utilize customer feedback to improve sales strategies.
+ Act as a mentor and trainer for junior sales staff.
+ Collaborate with other departments to ensure customer satisfaction.
+ Implement and refine sales techniques tailored to customer needs.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent experience.
**Experience:** 5+ years higher ed sales experience, enterprise level experience preferred.
+ Strategic Planning: Ability to develop and implement effective sales strategies.
+ Negotiation Tactics: Advanced negotiation skills for closing complex deals.
+ Customer Insight: Deep understanding of customer needs and preferences.
+ Analytical Thinking: Strong ability to analyze and interpret sales data.
+ Sales Software: Proficient use of advanced CRM and sales management tools.
+ Team Collaboration: Skills to work effectively with cross-functional teams.
+ Market Knowledge: Comprehensive awareness of market dynamics and trends.
+ Mentorship: Capability to train and mentor junior team members.
+ Overall skills: Strong attention to detail, collaborative team player, excellent communication and transparency, and exceptional negotiation skills.
**TRAVEL:** 20% + Occasional travel to customer locations, industry events, internal meetings
**Additional Information:** may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
This role is eligible for Bonus.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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Executive Director, WiFi and Systems Product Management - Global Devices Organization

19133 Philadelphia, Pennsylvania Comcast

Posted 5 days ago

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Job Description

Make your mark at Comcast -- a Fortune 30 global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, we reach hundreds of millions of customers, viewers, and guests worldwide. Become part of our award-winning technology team that turns big ideas into cutting-edge products, platforms, and solutions that our customers love. We create space to innovate, and we recognize, reward, and invest in your ideas, while ensuring you can proudly bring your authentic self to the workplace. Join us. You'll do the best work of your career right here at Comcast. (In most cases, Comcast prefers to have employees on-site collaborating unless the team has been designated as virtual due to the nature of their work. If a position is listed with both office locations and virtual offerings, Comcast may be willing to consider candidates who live greater than 100 miles from the office for the remote option.)
**Job Summary**
Reporting to the Vice President, Global Devices Product Management, this role is accountable for Comcast's global WiFi and device software product strategy. The Executive Director will lead a team of product management professionals (Managers through Directors) to deliver differentiated broadband and WiFi experiences for consumer and commercial customers. By synthesizing the latest WiFi technologies and aligning them with Comcast's commercial objectives, the role will drive innovation roadmaps, ensure alignment across business units, and represent Comcast as a subject-matter expert in industry standards groups and consortiums. This is a senior product leadership role (not an engineering position) requiring deep domain expertise, commercial acumen, and proven management of senior product teams.
**Job Description**
**Core Responsibilities**
**Set Vision & Strategy:** Establish and refine the long-term WiFi innovation and device software roadmap aligned with Comcast's overall broadband growth strategy. Identify and pursue emerging WiFi technologies and market opportunities, including disruptive innovations and adjacent segments.
**Drive Execution:** Oversee product planning, development, and lifecycle management of broadband and WiFi device software solutions-from concept through launch and end‑of‑life. Conduct post-launch assessments and leverage learnings to inform future roadmap decisions.
**Lead Cross‑Functional Collaboration:** Partner with Hardware & Software Engineering, Platform Engineering, Program Delivery, Regulatory & Compliance, Business Unit leadership, and the Global Product Organization to translate customer and market requirements into executable plans. Align priorities and trade-offs across multiple internal stakeholders to achieve shared goals.
**Manage External Relationships:** Serve as Comcast's voice in industry standards groups and consortiums. Build and maintain strategic partnerships with silicon vendors and OEMs to ensure alignment on technology roadmaps and secure access to cutting-edge capabilities.
**Team Leadership & Development:** Recruit, mentor, and manage a high-performing team of product managers. Establish clear objectives, provide coaching, and foster a culture of innovation, collaboration, diversity, and inclusion.
**Budget & Resource Management:** Develop and manage annual budgets and resource plans for the product portfolio. Ensure objectives are achieved within budget and identify profitability and revenue opportunities.
**Customer & Market Insight:** Integrate consumer and commercial insights into product decisions. Continuously monitor market trends, competitive products, and customer feedback to guide prioritization and innovation.
**Operate with Integrity:** Exercise independent judgment on matters of significance, and model Comcast's Operating Principles-owning the customer experience, continuously learning, winning as a team, engaging in the Net Promoter System, driving results, promoting diversity and inclusion, and doing what's right for customers and communities.
**Requirements**
+ 15+ years of relevant industry experience, with at least 10 years leading teams of senior product managers.
+ Demonstrated success developing consumer devices and managing device software roadmaps.
+ Deep knowledge of WiFi technologies (e.g., 802.11 standards, device interoperability, spectrum considerations) and experience working with broadband/network hardware and software.
+ Proven ability to translate complex technical concepts into customer-facing benefits for both consumer and commercial markets.
+ Track record of successfully collaborating across hardware/software engineering, platform engineering, and regulatory functions, and of influencing business unit leadership.
+ Experience interfacing with silicon suppliers, OEM partners, industry standards bodies, and technology consortiums.
+ Bachelor's degree in engineering, Computer Science, or a related technical field required; MBA or advanced degree preferred.
+ Exceptional strategic thinking, innovation mindset, and customer focus. Strong communication skills and an inclusive leadership style.
**Employees at all levels are expected to:**
+ Understand our Operating Principles; make them the guidelines for how you do your job.
+ Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.
+ Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.
+ Win as a team - make big things happen by working together and being open to new ideas.
+ Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.
+ Drive results and growth.
+ Respect and promote inclusion & diversity.
+ Do what's right for each other, our customers, investors and our communities.
**Additional Information**
**Location:** This role is based at Comcast's headquarters in Philadelphia, PA.
**Travel:** Domestic and international travel will be required to engage with partners, attend key industry events, and represent Comcast externally.
Consistent and regular attendance is expected, including occasional nights/weekends as necessary.
**Disclaimer:**
This information is designed to outline the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications.
Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.
**Skills:**
Leadership; WiFi Technology; Cross-Functional Collaboration; Product Management; Strategic Innovation; Industry Knowledge
Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary ( on our careers site for more details.
**Education**
Bachelor's Degree
While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.
**Relevant Work Experience**
15 Years **Job Family Group:** Strategic Planning & Development
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