Jobs in Stamford

370 positions found — Page 23

Financial Tips Evaluator (Remote)
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
Online Budgeting Insights Contributor
🏢 Finance Buzz
$28 per hour - monthly

We are seeking individuals to review and provide feedback on everyday money-management tips. This role focuses on common financial challenges such as managing expenses, reducing spending, and making smarter financial choices.

You will review examples of budgeting methods and evaluate practical ideas people use to stretch their income. The goal is to understand which approaches work best for real households.

The work is flexible and fully online. Applicants should have an interest in budgeting, saving money, or improving financial habits.

No formal finance background is required.


Remote working/work at home options are available for this role.
temporary
Family Nurse Practitioner or Physician Assistant - Sign on Bonus available
Salary not disclosed
Darien, Connecticut 1 week ago

About Us

One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.

In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive.

Employment type:

  • Full time

What you'll be working on:

  • Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
  • Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
  • Continuous learning during weekly Clinical Rounds and through other modalities
  • Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams
  • Utilization of your specific clinical training and opportunities to perform in-office procedures
  • Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

  • Completed an accredited FNP or PA program with a national certification
  • In the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+)
  • State licensed in Connecticut, obtained by your One Medical start date

One Medical providers also demonstrate:

  • A passion for human-centered primary care
  • The ability to successfully communicate with and provide care to individuals of all backgrounds
  • The ability to effectively use technology to deliver high quality care
  • Clinical proficiency in evidence-based primary care
  • The desire to be an integral part of a team dedicated to changing healthcare delivery
  • An openness to feedback and reflection to gain productive insight into strengths and weaknesses
  • The ability to confidently navigate uncertain situations with both patients and colleagues
  • Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Darien, Westport, or New Canaan, CT.

One Medical is committed to fair and equitable compensation practices.

The base salary range for this role is $146,400 to $155,530 per year based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. Additional pay may be determined for those candidates that exceed these specified qualifications and requirements. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans. For more information, visit Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire:

Taking care of you today

  • Paid sabbatical for every five years of service
  • Free One Medical memberships for yourself, your friends and family
  • Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues
  • Competitive Medical, Dental and Vision plans
  • Pre-Tax commuter benefits
  • PTO cash outs - Option to cash out up to 40 accrued hours per year

Protecting your future for you and your family

  • 401K match
  • Credit towards emergency childcare
  • Company paid maternity and paternity leave
  • Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance
  • Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance

In addition to the comprehensive benefits package outlined above, practicing clinicians also receive

  • Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%.
  • UpToDate Subscription - An evidence-based clinical research tool
  • Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education
  • Rounds - Providers end patient care one hour early each week to participate in this shared learning experience
  • Discounted rate to attend One Medical's Annual REAL primary care conference
Not Specified
Family Medicine Physician - Sign on Bonus available
🏢 One Medical
Salary not disclosed

About Us

One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.

In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive.

Employment type:

  • Full time

What you'll be working on:

  • Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
  • Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
  • Continuous learning during weekly Clinical Rounds and through other modalities
  • Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams
  • Utilization of your specific clinical training and opportunities to perform in-office procedures
  • Supervising one or more NP or PA colleagues
  • Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

  • Enrolled in, or have completed, an accredited Family Medicine or Medicine/Pediatrics residency program
  • Practiced at least 2 of the last 5 years in an outpatient primary care setting seeing all ages (0+)
  • Board certified in Family Medicine or Medicine/Pediatrics, or Board Eligible with plans to obtain board certification within 1 year of your One Medical start date
  • State licensed in Connecticut, obtained before your One Medical start date

One Medical providers also demonstrate:

  • A passion for human-centered primary care
  • The ability to successfully communicate with and provide care to individuals of all backgrounds
  • The ability to effectively use technology to deliver high quality care
  • Clinical proficiency in evidence-based primary care
  • The desire to be an integral part of a team dedicated to changing healthcare delivery
  • An openness to feedback and reflection to gain productive insight into strengths and weaknesses
  • The ability to confidently navigate uncertain situations with both patients and colleagues
  • Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Darien, Westport, or New Canaan, CT.

One Medical is committed to fair and equitable compensation practices.

The base salary range for this role is $273,500 to $290,700 per year based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. Additional pay may be determined for those candidates that exceed these specified qualifications and requirements. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans. For more information, visit

One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire:

Taking care of you today

  • Paid sabbatical for every five years of service
  • Free One Medical memberships for yourself, your friends and family
  • Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues
  • Competitive Medical, Dental and Vision plans
  • Pre-Tax commuter benefits
  • PTO cash outs - Option to cash out up to 40 accrued hours per year

Protecting your future for you and your family

  • 401K match
  • Credit towards emergency childcare
  • Company paid maternity and paternity leave
  • Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance
  • Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance

In addition to the comprehensive benefits package outlined above, practicing clinicians also receive

  • Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%.
  • UpToDate Subscription - An evidence-based clinical research tool
  • Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education
  • Rounds - Providers end patient care one hour early each week to participate in this shared learning experience
  • Discounted rate to attend One Medical's Annual REAL primary care conference
Not Specified
APRN - Outpatient Psychiatry
Salary not disclosed
Stamford, CT 1 week ago
Overview

Position: Outpatient Psychiatry - APRN

Location: Stamford , CT

Scheduled Hours: 37.5

Position Type: Full-Time

EMR System: Epic

EXPERIENCE

- Minimum two years of experience as an APRN in clinical practice required to be considered
- Experience and training working with geriatric population strongly preferred.
- Active, unrestricted CT medical license or in process of obtaining
- ACLS/BLS (as required ) Certification
- DEA License

Why Choose Northeast Medical Group?

Excellent work environment -Keeping the patient at the center of everything we do, we focus on improving clinical care, outcomes, patient satisfaction, safety, value, clinical research, and education. Our efforts reach beyond the walls of our hospitals to care for our communities, too.

Career Advancement "- Unlock your potential and embrace exciting opportunities for professional growth and career advancement within our esteemed healthcare system.

Relocation Assistance "- We recognize how vital a smooth transition is, and with our relocation assistance , your journey can be seamless.

Benefits: "- Competitive salary, comprehensive health, dental, and vision insurance. Pension plan matched tax-sheltered annuity plan and Roth contributions -tuition assistance effective day one. Generous PTO program, loan forgiveness program.

Employment Perks "- Employee wellness initiatives and support programs. Professional development and continuing education opportunities . "Northeast Medical Group includes Yale New Haven, Bridgeport, Greenwich, Lawrence + Memorial, and Westerly hospitals and several specialty networks. A physician-led multi-specialty group with over 1,000 physician s . Intriguing cities with something for everyone, whether you love arts, history, parks or delicious food.

"

Responsibilities

- As a valued member of our team, you will:

- Provide assessment, triage, and therapeutic management of patient/family needs throughout the process as an integral part of an interdisciplinary team.

- W ork in collaboration with the attending supervising/collaborating physician(s) in accordance with state law and hospital regulations, hospital policy, protocols , and clinical pathways, and may provide autonomous team-based care.

- Obtains medical histories, performs physical examinations, reviews/orders diagnostic/therapeutic tests and radiologic results , formulates and manages patient treatment plans.

- The APP will educate patients and families on care and available resources, in collaboration with the interdisciplinary team . This includes admitting instructions, treatment plans, potential side effects, and discharge plans.

Qualifications

EDUCATION

- Graduate from an accredited Nurse Practitioner Program.

Additional Information

T

To learn more, please email our In-House Physician Recruiter

Nathalie Martinez at

Websites: Requisition ID

167041
Not Specified
17 Ways to Make Money From Home - Check out these Side Hustles and Gig Jobs Today
Salary not disclosed

Side Hustles Flexible Work to Earn Extra Cash Looking to make extra money on the side? You dont need to leave your full-time job to do it.

With flexible side hustles, you can earn on your own schedule nights, weekends, whenever it works for you.

Opportunities include: Freelancing (writing, design, tech, etc.) Delivery driving or rideshare Online tutoring or teaching Selling products or crafts online Virtual assistant and remote admin roles Social media or content creation Why It Works: ?? Set your own hours ?? Work from anywhere ?? No experience required for many gigs ?? Turn hobbies and skills into income Whether youre saving for something big or just want more breathing room in your budget, a side hustle can help you get there.

Not Specified
Specialized Travel Consultant
Salary not disclosed
Rye, New York 1 week ago

Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued.

American Express Global Business Travel (Amex GBT) is seeking a Dedicated Specialized Travel Consultant to provide exceptional, high-touch travel management support. This role serves as the primary point of contact for key client stakeholders and travelers, balancing strategic client relationship management with hands-on traveler care. The successful candidate will be instrumental in ensuring seamless travel experiences while maintaining operational excellence and client satisfaction.

What You'll do

  • Serve as the primary point of contact for all Sabre-related inquiries, including historical pricing, PNR invoicing, and unused ticket management.
  • Manage and organize the shared inbox throughout the day, monitoring critical alerts, room block requests, hotel notifications, traveler issues, and passport/visa concerns.
  • Provide responsive support to Committee members and their assistants with travel bookings.
  • Coordinate comprehensive invoice reconciliation for: Personal expenses (First/Business Class), Seat charges, Refunds, Accounting reconciliation emails.
  • Manage third-party billing and secure hotel folios for client reconciliation.
  • Update and maintain accurate travel profiles through Connect Profile.
  • Manage rooming lists and event logistics from initiation through completion.
  • Provide Sabre GDS system support and technical guidance to travel consultants.
  • Proactively follow up on all outstanding issues and concerns

What We're Looking For

  • Minimum 5 years of travel industry experience (Law Firm Experience Highly Preferred)
  • Proficiency in Native Sabre GDS with demonstrated expertise.
  • Case email (Salesforce) experience and comfort with travel management systems
  • Client-facing online booking tool support experience
  • Strong problem-solving abilities with capacity to identify root causes and recommend solutions
  • Proven ability to manage multiple projects simultaneously in a well-organized manner
  • Strong attention to detail and analytical skills specific to travel operations
  • Ability to work effectively under pressure while maintaining flexibility and composure
  • Excellent communication skills – both written and oral
  • Passion for excellence in providing white glove VIP service, including proactive anticipation of needs.

     

Location

New York, United States

     

The US national base salary range for this position is from

$46,200.00 - $85,800.00

The national range provided includes the base salary that Amex GBT expects to pay for the role. Actual base salary will be based on factors including the scope and complexity of the role and the successful candidate's relevant experience, skills, knowledge, and work location.

For information about our comprehensive US benefits programs and eligibility, please review our Benefits-at-a-Glance document.

Benefits at a glance

The #TeamGBT Experience

Work and life: Find your happy medium at Amex GBT.

  • Flexible benefits are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family.
  • Travel perks: get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals.
  • Develop the skills you want when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first.
  • We strive to champion Inclusion in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action.
  • And much more!

All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law.

Click Here for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance.

Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult the Amex GBT Recruitment Privacy Statement.

What if I don't meet every requirement? If you're passionate about our mission and believe you'd be a phenomenal addition to our team, don't worry about "checking every box;" please apply anyway. You may be exactly the person we're looking for!

Not Specified
Financial Sales Consultant
Salary not disclosed
Stamford, CT 1 week ago

Financial Representative

A career with Northwestern Mutual brings mutual success!

You bring your:

-Talent

-Hard work experience


We offer the:

-Training

-Mentorship

-Resources

We help you achieve your definition of success and discover your unlimited potential – in leadership, income, and community impact.


Role:

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice as a representative then advisor, you bring together the right insurance and investment strategies for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents.


Our commitment to our career changers exploring this opportunity is providing the top Financial Advisor training program in the nation as well as mentorship for the first five years of your career from industry experts and top-rated Forbes Advisors.


We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have:

  • Bachelors degree from a four year Institution
  • Prior sales and/or business experience preferred
  • Possess a history of personal and professional success


Why Join Us:

  • Built In New York's Top Places to work 2025
  • Crain's Best Places to work 2024, 2025
  • Award winning AND top producing office on National Scale
  • Top Training program in the nation for FA role


Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance


Compensation:

Performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression:



In Office position full time for first year, flexible schedule afterwards

Not Specified
Senior Sales Executive
🏢 FindLaw
Salary not disclosed
Stamford, CT 1 week ago

FindLaw is the leading provider of online legal marketing services, widely recognized and trusted by legal professionals, consumers, and businesses. We empower our audience with comprehensive legal resources through our public and private online portals and FindLaw publications. Our platforms offer engaging, relevant, and credible legal information, personalized tools, and access to professional legal communities.


Our mission is to help attorneys and law firms grow their practices confidently, providing proven services that increase awareness, improve reputation management and ultimately drive case volumes across many different practice areas.


Our network of solutions include , , , , Super Lawyers print publication and many other digital solutions.


Sr. Sales Executive Job Description:

Are you passionate about the chance to bring your sales experience to a world class company that is market leading for both content and technology? Does hearing that we are completely committed to organic growth and that we have extensive investments to expand our sales capability excite you? Do you have previous experience driving sales and revenue growth within a specific territory? Are you motivated by uncapped commissions? We are looking for you!


What You’ll Do:

As a Sr. Sales Executive you will be responsible for developing and growing new customer accounts in the legal community within an assigned territory. Each territory consists of a large base of small-mid law firms. You will utilize your prospecting and consultative selling skills, high energy and initiative to identify opportunities to provide FindLaw web-based marketing and advertising solutions. You will also be responsible to partner with our internal Account Management team related to the post-sales satisfaction and retention of existing FindLaw customers.



About the Role:

  • Responsible for the attainment of sales targets and quota on a monthly basis in assigned territory.
  • Consult with the client regarding web-based marketing strategies and solutions that will meet their business needs and will improve their ability to generate business.
  • Strategically grow a customer base through prospecting and cold calling.
  • Technical aptitude (MS Office, internet applications, ).
  • Collaborate with internal stakeholders regarding existing and new clients to identify and resolve client concerns; establish and maintain current and potential client relationships.


About You/Experience:

  • Experience in outside sales in a professional B2B environment.
  • Proven track record of sales success, fast growth and consistently achieving performance at 100%+.
  • Previous sales experience in online/advertising environment a plus.


Knowledge & Skills:

  • Working knowledge of sales process, methods and techniques.
  • Strong Interpersonal skills, ability to interpret marketplace needs and translate them into products and/or services.
  • Proven organization skills, effective time management skills and ability to work independently


Travel:

  • Ability to be actively in the field on most business days with some overnight travel based on territory to various client sites.


What’s in it For You?

At Findlaw, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth:

  • Innovative Culture: Embracing the "IB Way," the company fosters a culture that encourages rapid experimentation, flexibility, collaboration, and a relentless focus on developing winning strategies.
  • Professional Growth: Internet Brands emphasizes internal growth, providing employees with opportunities for personal and professional development.
  • Comprehensive Benefits: Employees enjoy a range of benefits, including medical, dental, and vision insurance, life insurance, disability coverage, flexible spending accounts, paid holidays, casual dress code, 401(k) plan, and paid time off (PTO).
  • Work-Life Balance: The company promotes a healthy work-life balance, allowing employees to maintain personal well-being alongside professional responsibilities.
  • Collaborative Environment: With a focus on flexibility and collaboration, Internet Brands creates an atmosphere where teamwork and open communication are valued.
  • Global Presence: Operating in over 30 office locations worldwide, the company offers diverse opportunities across various regions.
  • Stability and Innovation: Combining the innovation of a start-up with the stability and profitability of an established corporation, Internet Brands provides a unique and secure working environment.
  • Industry-Leading Expertise: Internet Brands excels in a variety of verticals, including healthcare, legal, automotive, and home services, leveraging deep industry knowledge to create innovative and impactful solutions for clients and consumers alike.
  • Compensation: $75,000 base + with uncapped commission, averaging $80,000-$150,00. At quota, our top earners are well over $200K OTE.


About Internet Brands:

  • Headquartered in El Segundo, Calif., Internet Brands® is a fully integrated online media and software services organization focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. The company's award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. Internet Brands' powerful, proprietary operating platform provides the flexibility and scalability to fuel the company's continued growth. Internet Brands is a portfolio company of KKR and Temasek. For more information, please visit Brands and its wholly owned affiliates are an equal opportunity employer.
Not Specified
National/Key Accounts Manager
Salary not disclosed
Stamford, CT 1 week ago

Clinton Investment Management, LLC (“CIM”), an SEC registered investment adviser with $4 billion in AUM, specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-High-Net-Worth, and Institutional investors. Our firm's goal is to be a leading provider of municipal bond investment solutions by offering world class investment management solutions, superior value-added thought leadership, and preeminent client service for our advisors and investors.


The Role:


Due to a rapid growth trajectory, CIM is seeking a Head of National/Key Accounts to expand and support CIM’s brand presence and awareness across the broker/dealer, RIA, bank, trust company and family office distribution channels, throughout the U.S.


Key Responsibilities:


· Report directly to the Chief Executive Officer.

· Increase investor access to CIM’s investment products by expanding CIM’s selling agreements/approvals across an array of distribution channels including broker/dealers, RIAs, banks, trust companies and family office groups.

· Develop, foster and maintain relationships with relevant influencer/gatekeepers throughout the various distribution channels via effective communication and relationship building.

· Meet with primary contacts at least annually and develop a strategic account plan with each firm.

· Strive to position CIM’s investment products on any available “preferred,” “select,” “recommended,” or similarly categorized preference lists, while proactively and preemptively supporting metrics to retain existing approval, platform availability and assets.

· Actively source home office data to create targeted efficiency for CIM team’s engagement and grow sales.

· Act as a subject matter expert representing the CIM platform and investment solutions.

· Develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals.

· Work with CIM team members to establish new selling agreements/approvals, drive and monitor progress and ensure compliant documentation process is adhered to.

· Employ interpersonal relationship skills to efficiently partner and collaborate with CIM wholesaling team to develop relationships with new and existing platforms in order to drive sales.

· Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity.

· Attend and present at internal meetings.

· Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships, including creating robust platform overview cheat sheets/deliverables to build streamlined awareness and credibility with external clients.

· Source targeted branding opportunities and serve as a CIM representative by speaking at relevant industry conferences.

· Travel on a consistent basis to uncover opportunities to increase sales, gain additional product approval, strengthen relationships, and build trust through in person meetings.


Qualifications:

·        Proven relationships with key players including gatekeepers, research analysts and business contacts at broker/dealers, registered investment advisors, banks, trust companies and family office groups.

·        Minimum 5-7 years investment management Key/National Account experience.

·        Bachelor’s degree and strong academic background.

·        Excellent verbal communication and presentation skills.

·        Demonstrated knowledge of fixed income/municipal bonds and competitive landscape preferred.

·        Proven understanding of selling agreements, RFPs and onboarding requirements across financial intermediary space.

·        Strong organization and time management skills and strong independent work ethic.

·        Established process to continue to update personal value proposition.

·        Strong interest in sales, pipeline maintenance, and the financial markets.

·        Series 65 registration required.

Not Specified
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