Strategic Planning Sr Director

85282 Tempe, Arizona ADP

Posted 1 day ago

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**ADP is hiring a Strategic Planning Sr. Director**
Are you an innovative thought leader focused on transformation, growing market share, and expanding internal and external collaboration? Come join our best-in-class, entrepreneurial Smart Compliance Solutions Business as our Strategic Planning Sr. Director.
As a **Strategic Planning** partner, you will report to the DVP & General Manager of Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic initiatives that fuel transformational growth, client experience and innovative advancements for the Compliance and Shared Services business.
You will collaborate and expand cross-functional (internal and external) business partnerships including Sales, Finance, Global Product & Technology, Compliance Solutions, Legal & Compliance, National Accounts (NAS), Major Accounts (MAS), Small Business Services (SBS) and external partners to enable our opportunity to capitalize on our competitive advantage. You will also build and lead our market facing partner strategy, building mutually beneficial external partnerships that will accelerate incremental growth. You will oversee strategic initiatives from ideation through execution.
The **Strategic Planning Sr. Director** will influence the strategy to address internal or external business, growth, CX, regulatory opportunities and proactively identify and solve the most complex problems that impact the direction of the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across functions (GPT, sales, marketing, finance, operations, external partners) and Business Units to build business cases, lead multidisciplinary projects and execute strategic initiatives. Anticipates internal and external business challenges, opportunities and recommends process, product, or service improvements. Contributes and drives the strategic plan.
Key Responsibilities:
+ Assess current portfolio of projects and provide insight and expertise regarding prioritization and execution, to achieve growth milestones
+ Formulate new business strategies, research & identify innovative opportunities and paths for long-term growth
+ Proactively identifies and solves the most complex problems; uses ground-breaking methods to think beyond existing solutions
+ Works to facilitate the implementation of strategic programs, with a view towards improving growth, client experience, increasing business effectiveness and reducing risk
+ Coordinates input from all major business units to facilitate the integration of individual business unit plans with the Compliance Solutions Strategic plan and ADPs corporate plan
+ Analyzes industry trends and reports for the betterment of business performance, process and growth.
+ Lead and execute the Business Development strategy with external partners, by identifying and building mutually beneficial relationships that will accelerate growth.
+ Anticipates business and regulatory issues; recommends product, process or service improvements.
+ Leads highly visible multidisciplinary project teams or initiatives; provides thought leadership. Conducts environmental scans, organizational positioning analyses and other studies.
+ Develops and delivers presentations, briefings and other forms of communication on strategy
+ Communicate complex ideas, anticipate potential objections and persuade others, often at senior levels, to adopt a different point of view.
+ Negotiate with senior management, customers, partners, or vendors to influence decisions.
+ Perform other related duties such as operational analyses and presentations
**TO SUCCEED IN THIS ROLE:** Requirements
+ 15+ years relevant experience in strategic partnerships, program management, or LEAN methodologies
+ Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedures
+ Knowledge of the Tax, Payroll, ERPs, System Integrators, and Software industry
+ Excellent interpersonal, communication, organizational, and teamwork skills
+ Strong content creation and business storytelling / presentation skills (PowerPoint)
+ Prior experience in identifying and developing relationships with key decision makers
+ Ability to translate technical complexities into business value for partners
+ Strategic thinking ability to identify long-term growth opportunities and build trusted partnerships.
+ Strong analytical and problem-solving skills to navigate complex partner challenges and tailor solutions accordingly.
+ Must be independently driven; very strategic and can think creatively in partnership models for Compliance Solutions.
+ Excellent communication and presentation skills with the ability to manage within a matrixed environment
+ Collaborative team player who can adapt to a fast-paced dynamic environment
+ Demonstrated ability to collaborate across organizations and cross-functional teams to drive successful outcomes
+ Display a comprehensive understanding of a partner economic model
+ Demonstrated skills in content development, workshop development and facilitation (Kaizen), program/project management, problem solving, and attention to detail
+ Strong strategic and critical thinking skills
+ Self-starter with the ability to multi-task and launch and manage programs with minimal supervision
+ Ability to influence and drive consensus across diverse teams.
+ Highly connected to development efforts, pilots/feedback, and deployment of new/enhanced toolsets
**A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:**
+ Experience noted above, OR
+ Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success
**BONUS POINTS FOR THESE:** _Preferred Qualifications_
+ MBA degree or equivalent in education and experience.
+ Excellent interpersonal, communication, organizational, and teamwork skills
+ A solid command of business communication tools and strategies.
+ Proven track record in achieving business results.
+ Requires relevant expertise in a professional, sales or technical area.
+ Requires conceptual and practical expertise in own discipline and basic knowledge of related disciplines.
+ Has knowledge of best practices and how own area integrates with others; is aware of the competitions and the factors that differentiate them in the market.
#LI-IB1
#LI-HYBRID
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $126,800.00 - $339,660.00 / Year*
*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
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Senior Manager-Strategic Planning, Change Management

85067 Phoenix, Arizona American Express

Posted today

Job Viewed

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Job Description

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express Global Commercial Services (GCS) is the Global leader in the Commercial Payments Solutions space and subsequently continues to be an exciting and fast-growing segment. To maintain success, accelerating sales and driving growth are critical for the organization while maintaining the highest levels of control and compliance standards.
You will be joining a high priority and high visibility program management team that touches many teams within GCS and across American Express. The successful candidate will be responsible for providing program management support across deliverables and ensuring we seamlessly advance the business unit to an elevated risk management model. This individual will ensure the timely and structured management of the multi-year program for GCS. The role involves critical coordination across GCS workstreams, business unit leaders, and extensive collaboration with partners in second-line, third-line, and supporting areas to ensure we continue maintaining the highest levels of control and compliance standards.
**Core Responsibilities:**
+ Champion change management by establishing appropriate governance and communication cadence, driving organizational alignment to further our control and compliance outcomes.
+ Assist in the development and execution of change management strategies and plans to support key outcomes.
+ Collaborate with cross-functional teams to assess change impacts, identify stakeholder personas, and design effective engagement approaches.
+ Partner with Sales, Product, Servicing, Compliance, GCO, Control Management, Technologies, 2LOD/3LOD
+ Work closely with project managers to integrate change activities into broader project plans and timelines.
+ Identify learning needs and form communication strategies as the program progresses.
+ Develop linkages and dependencies with groups within and outside of Global Commercial Services
+ Support PMO forums for GCS, interface with organization-wide committees (e.g., Operational Risk Management Committee), and share insights (e.g., Community of Practice)
**Minimum Qualifications:**
+ The ideal candidate will be a highly motivated self-starter who is able to deliver strategic thought leadership and lead projects with limited guidance.
+ Comfortable operating in a fast-paced, highly complex environment with a proven ability to quickly adjust to shifting priorities, multiple demands, ambiguity and rapid change.
+ Excellent written and verbal communication skills with experience creating clear and compelling materials for diverse audiences
+ Analytical mindset with the ability to assess change impacts and develop targeted adoption strategies
+ Strong thought leadership including ability to quickly understand critical linkages and implications of program strategies on the business at large.
+ Proven track record of building relationships and successfully operating in a highly matrix environment and being able to lead and influence without direct authority.
+ High level of integrity with ability to handle sensitive issues with complete confidentiality
+ Knowledge of commercial payments industry & economics advantageous.
+ Experience in Consulting and/or Process Transformation supporting a large cross-functional, change-management initiative that supports multiple domains
+ Demonstrated control mindset, with preference of previous experience in operational risk and compliance at a Bank.
**Preferred Qualifications:**
+ Understanding of, or prior experience in, Global Commercial Services
**Qualifications**
Salary Range: $90,000.00 to $165,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Strategic
**Primary Location:** US-New York-New York
**Other Locations:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:** 25015357
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Senior Manager-Strategic Planning, Program Management

85067 Phoenix, Arizona American Express

Posted today

Job Viewed

Tap Again To Close

Job Description

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express Global Commercial Services (GCS) is the Global leader in the Commercial Payments Solutions space and subsequently continues to be an exciting and fast-growing segment. To maintain success, accelerating sales and driving growth are critical for the organization while maintaining the highest levels of control and compliance standards.
You will be joining a high priority and high visibility program management team that touches many teams within GCS and across American Express. The successful candidate will be responsible for providing program management support across deliverables and ensuring we seamlessly advance the business unit to an elevated risk management model. This individual will ensure the timely and structured management of the multi-year program for GCS. The role involves critical coordination across GCS workstreams, business unit leaders, and extensive collaboration with partners in second-line, third-line, and supporting areas to ensure we continue maintaining the highest levels of control and compliance standards.
**Core Responsibilities:**
+ Develop and support an E2E cross-functional workplan enabling the delivery and oversight of project deliverables
+ Partner with Sales, Product, Servicing, Compliance, GCO, Control Management, Technologies, 2LOD/3LOD
+ Serve as the program management function, acting as a conduit between GCS sponsors/leads and the critical workstreams delivering on project mandates
+ Ensure clear communication of progress up to top level management; report on milestone progress, raise key decisions and issues for resolution where required.
+ Collaborate closely with external parties (i.e. consulting partners) and support all engagements to ensure key decisions are made and progress is achieved.
+ Develop linkages and dependencies with groups within and outside of Global Commercial Services
+ Support PMO forums for GCS, interface with organization-wide committees (e.g., Operational Risk Management Committee), and share insights (e.g., Community of Practice)
+ Execute on protocol for capturing all key artifacts including approvals and evidence of task completion to support appropriate milestone completion, in line with Enterprise PMO guidance
**Minimum Qualifications:**
+ The ideal candidate will be a highly motivated self-starter who is able to deliver strategic thought leadership and lead projects with limited guidance.
+ Comfortable operating in a fast-paced, highly complex environment with a proven ability to quickly adjust to shifting priorities, multiple demands, ambiguity and rapid change.
+ Excellent project/program management and organizational skills with a demonstrated ability to build 'results driving' relationships.
+ Excellent written and verbal communication skills with proven ability to influence without authority.
+ Proven track record of developing strategic frameworks for vaguely defined business problems and ability to turn those frameworks into actionable projects/initiatives that drive meaningful results.
+ Strong thought leadership including ability to quickly understand critical linkages and implications of program strategies on the business at large.
+ Proven track record of building relationships and successfully operating in a highly matrix environment and being able to lead and influence without direct authority.
+ High level of integrity with ability to handle sensitive issues with complete confidentiality
+ Knowledge of commercial payments industry & economics advantageous.
+ Experience in Strategic Planning, Program Management, Project Management, Consulting, and/or Process Transformation supporting a large cross-functional, change-management initiative that supports multiple domains
+ Demonstrated control mindset, with preference of previous experience in operational risk and compliance at a Bank.
**Preferred Qualifications:**
+ Understanding or prior experience in Global Commercial Services
**Qualifications**
Salary Range: $90,000.00 to $165,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Strategic
**Primary Location:** US-New York-New York
**Other Locations:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:** 25014787
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Sr Manager-Strategic Planning, Regulatory Change PMO

85067 Phoenix, Arizona American Express

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
**Join Team Amex and let's lead the way together.**
This team operates within the Global Commercial Services (GCS) Commercial Business Enablement organization to serve as first line and represent the business to ensure we effectively delivery against our expanding regulatory requirements and compliance goals as regulatory demands continue to evolve. We work to ensure compliance with internal and external regulations.
The Senior Manager, Strategic Planning, Regulatory Change PMO will join an expanding team to support the growing regulatory change demands and evolution of the team to strengthen first-line project governance and execution to drive consistency in approach to govern and execute projects to better align with regulatory expectations, implement industry best-practices and ultimately deliver against our regulatory change initiatives in an efficient and effective manner.
**How will you make an impact in this role?**
**Key Responsibilities:**
+ Lead high priority cross-functional regulatory change initiatives impacting multiple business units, including linkages and dependencies with groups both within and outside GCS and cross-functional teams (eg: GSG, Compliance, GCO)
+ Build strong relationships with partners and collaborate with cross-functional teams to ensure strategic alignment across critical stakeholders
+ Leverage project governance and project management tools to effectively manage projects to drive resolution of risks, issues and challenges related to projects
+ Ensure on time and accurate delivery of regulatory change projects to meet Organization's internal policies, professional, legal and regulatory standards
+ Articulate clear requirements to our Technology partners to deliver accurate and timely solution
+ Translate requirements into concepts and user experience design - associate with stakeholders/ business partners to document design suggestions
+ Challenge the status quo and remove barriers creatively
**Minimum Qualifications:**
+ Experience in risk management, strategy and execution, program management, project management, and/or other consulting services
+ Project management skills, including attention to detail and the ability to clearly advise on progress, roadblocks and successfully drive project progress
+ Strong verbal and written communication skills with the ability to effectively bring others along with a high degree of comfort amongst leaders both informally and formally
+ Ability to prioritize, manage deadlines, and handle changing priorities in a dynamic and fast-paced environment while leading with limited direct authority
+ Experience delivering large, complex, enterprise-level initiatives with multiple partners under high pressure and tight timeframes
+ Regulatory (Sanctions, KYC, AML, or Anti-Corruption) experience
+ Problem solving ability with creativity and positivity
+ Agile learner who can absorb new information quickly in order to meaningfully and strategically drive outcomes for the team's regulatory change projects
+ Bachelor's Degree is required
**Preferred Qualifications:**
+ Master's Degree considered favorably
+ Project Management Professional (PMP) certification
**Qualifications**
Salary Range: $90,000.00 to $165,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Strategic
**Primary Location:** US-Arizona-Phoenix
**Other Locations:** US-New York-New York
**Schedule** Full-time
**Req ID:** 25015190
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Director - Strategic Financing Services - Applications and Strategic Planning

85067 Phoenix, Arizona Cherry Bekaert

Posted 1 day ago

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Job Description

**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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Director - Program Management; Strategic Workforce Planning

85067 Phoenix, Arizona American Express

Posted 1 day ago

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Job Description

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.
The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.
The Technology Workforce team is a center of excellence (COE) that is tightly aligned with and supports the strategic talent objectives of the Technology organization. As our Technology organization continues to grow so must our workforce strategy. The Director of Strategic Workforce Planning (SWP) will be instrumental in how we transform our workforce strategy to ensure we have the right talent, in the right place, at the right time, to meet the delivery needs of the company.
To ensure we attract, grow, and develop our talent intentionally, the Director will lead a team that partners with members of the executive Technology Leadership Team (TLT), and their direct reports to inform them of the key performance indicators (KPIs) critical to achieve their multi-year aspirations. By generating rich insights, trends and sharing best practices, the Director will build strong relationships and influence the outcomes and goals by taking a data driven and action-oriented approach.
The Director will also be a key enabler of, and contributor to, our transformation journey - to elevate our insights through bringing or developing an external perspective, and a continuous improvement mindset. They will be accountable for the execution and governance against the Strategic Workforce Plan (SWP) for in-year and future strategy planning, leading a multi-year workforce refresh for the TLT stakeholders.
Responsibilities:
+ Enabling a systematic process of analyzing, forecasting, and planning their workforce.
+ Leveraging and driving best practices utilizing the workforce modelling and dashboard capabilities.
+ Determining the supply and demand to meet delivery needs.
+ Generating insights, trends, and actions to meet in year and multi-year goals.
+ Governance of our monthly reporting and mechanisms for stakeholder input and feedback.
+ Partner closely with Technology Finance and other related Technology transformation programs to ensure consistency in data usage and reporting.
+ Use external bench marking data to identify solutions and drive talent recommendations.
Minimum Qualifications:
+ Bachelor's degree
+ Experience with analytics and the ability to draw conclusions and make inferences from the data.
+ Analytical mindset with the ability to develop; measurable goals to track success.
+ Excellent communication and influencing skills required, experience with senior stakeholder management.
+ Highly organized with experience running large scale programs
+ Experience working with external third parties and building strong relationships and leading teams.
Preferred Qualifications:
+ Strategic Workforce Planning experience preferred
+ Experience consulting or experience working closely with technology teams.
**Qualifications**
Salary Range: $145,000.00 to $230,000.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.
**Job:** Technologies
**Primary Location:** US-New York-New York
**Other Locations:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:** 25014928
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Lead Accountant (Account Executive) - Captive Insurance Management

85282 Tempe, Arizona WTW

Posted 1 day ago

Job Viewed

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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**
View Now
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Lead Accountant (Account Executive) - Captive Insurance Management

85067 Phoenix, Arizona WTW

Posted 1 day ago

Job Viewed

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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**
View Now

Account Executive Officer/Sr. Underwriter - Management Liability

85067 Phoenix, Arizona Travelers Insurance Company

Posted 1 day ago

Job Viewed

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Job Description

**Who Are We?**
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$106,300.00 - $175,400.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .
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Account & Relationship Management Executive - Higher Ed Sales (Nursing) - Kansas City Metro

85067 Phoenix, Arizona Wolters Kluwer

Posted 1 day ago

Job Viewed

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Job Description

**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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