Management Solutions Jobs in Usa
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Location: Remote, U.S.-based, with preference for candidates based in Florida or the Southeast
Job Type: Full-Time
Travel: 25%+ based on client and business needs
About DDSCAD
DDSCAD helps architecture, engineering, construction, and owner organizations improve how they design, coordinate, build, and deliver projects. As an established Autodesk partner serving the industry since 1988, we combine software expertise with implementation, training, advisory, and professional services to help clients improve workflows, collaboration, and project outcomes.
Opportunity
Help build DDSCAD’s next growth engine in construction software. We combine the agility of an entrepreneurial team with the credibility and foundation of an established Autodesk partner, and we’re looking for a proven hunter to win new logos, build pipeline, and drive measurable growth—with uncapped earning potential.
We are hiring a Sales Executive – Construction Solutions to drive new business and net-new logo acquisition across the AEC market. This role focuses on Autodesk construction solutions within the Autodesk Forma ecosystem, including capabilities formerly known as Autodesk Construction Cloud (ACC).
This is a hunter role for someone who can open doors, generate qualified pipeline, run strong discovery, and close new business by connecting client pain points to software, services, and measurable business outcomes.
Role Summary
The Sales Executive – Construction Solutions is responsible for generating net-new revenue by identifying, engaging, qualifying, and closing new clients for DDSCAD’s construction software and related service offerings.
The role will focus primarily on organizations that can benefit from Autodesk’s construction technology stack, including collaboration, document control, project management, coordination, and connected workflow solutions.
This is not a passive inbound role. We are looking for a proactive, commercially sharp sales professional who is comfortable prospecting into construction and project-delivery environments and who can build credibility with executives, operations leaders, and technical stakeholders.
Key Responsibilities
● Build and manage a pipeline of qualified new-logo opportunities focused on construction software solutions and related services
● Prospect through outbound calls, email, LinkedIn, networking, events, referrals, partner relationships, and targeted account development
● Identify and engage target accounts across general contractors, subcontractors, developers, owners, and AEC firms
● Conduct discovery conversations to understand client workflows, pain points, digital transformation priorities, and business drivers
● Position DDSCAD’s value across software, implementation, training, advisory, and client success support
● Lead the sales process from initial outreach through qualification, solution alignment, proposal, negotiation, and close
● Coordinate with internal technical and delivery teams to ensure accurate solution positioning and a strong post-sale handoff
● Maintain accurate pipeline, activity, forecasting, and opportunity data in CRM
● Build productive working relationships with Autodesk field teams and other relevant ecosystem partners
● Stay current on construction technology trends, BIM/VDC workflows, collaboration platforms, and Autodesk’s evolving Forma ecosystem
What We’re Looking For
● 5+ years of quota-carrying B2B sales experience in the construction space
● Demonstrated success in new business development and net-new logo acquisition
● Proven hunter mentality with a consistent track record of meeting or exceeding sales quotas
● Required: proven success closing mid-market deals in software, services, or solution sales
● Preferred: experience supporting or closing enterprise-level opportunities involving complex stakeholders and longer sales cycles
● Experience selling one or more of the following: construction technology, Autodesk solutions, SaaS, AEC software, BIM/VDC-related services, consulting, or workflow transformation solutions
● Strong consultative selling, discovery, and opportunity management skills
● Excellent communication, presentation, problem-solving, and negotiation skills
● CRM fluency and the ability to manage the full sales cycle independently
● Ability to communicate effectively with executives, project leaders, operations stakeholders, BIM/VDC leaders, and technical users
● Disciplined follow-up habits and strong CRM hygiene; Salesforce experience is preferred
● Familiarity with the AEC industry and construction project-delivery environment is strongly preferred
● Professionals with real-world experience in VDC, preconstruction, and/or field construction, combined with a genuine passion for technology and digital transformation, are especially encouraged to apply
● Bachelor’s degree preferred, or equivalent relevant experience
● Willingness to travel 25%+ in support of client engagement, business development, and team collaboration
What Success Looks Like
● Consistent creation of qualified pipeline
● Growth in net-new accounts and closed-won revenue
● Strong alignment between what is sold and what DDSCAD can deliver successfully
● Clear CRM visibility, forecast accuracy, and professional follow-through
● Trusted relationships with clients, internal teams, and Autodesk stakeholders
What We Offer
● Medical, dental, and vision benefits offered
● 401(k) with company match
● Generous vacation, sick time, and paid holidays
● Ongoing training and professional development
● A collaborative, growth-focused culture with opportunities for advancement
● Remote flexibility, backed by a strong technical and administrative support team
● Competitive base salary with uncapped commission potential
Why Join DDSCAD
● Join a company operating at the intersection of software, services, and digital transformation in the AEC industry
● Sell solutions that address real operational and project-delivery challenges
● Work closely with leadership and subject-matter experts in a focused, entrepreneurial environment
● Help shape growth in a market where strong performers can make a visible impact
Compensation
● Competitive base salary
● Uncapped commission structure
● Target earnings aligned with experience and performance
● Benefits package and paid time off
Target Compensation Range
● Base salary: Depends on experience between $75k to $100k
● On-target earnings: $170,000–$210,000
● Commission: Uncapped
Apply
If you have a proven track record in new-business sales, understand the construction industry, and want to help scale a high-growth construction software practice inside an established Autodesk partner, we’d like to hear from you.
The Opportunity
Join an industry leading EA function within MassMutual that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions. This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innovative use of data science, data analytics, cloud and API’s. The EA will work with a team that embrace diversity in all of its forms, respect and have fun.
The Team
The MassMutual Enterprise Architecture team in the Enterprise Technology and Experience organization is seeking an outstanding Enterprise Architect (Application) to join our team. Enterprise Architecture is composed of Business, Application, Infrastructure, Technology & Design and Security architecture domains. Joining this team will give the Application EA a unique perspective and opportunity to partner with best-in-class architects on enterprise wide technology initiatives.
The Impact:
This role will work with IT and Business stakeholders of business delivery teams, engineers, application operations, product managers, and enterprise stakeholders to help deliver innovative, data-driven systems aimed at transforming the insurance industry. As part of the application architecture team, incumbents may be responsible for any of the following:
- Partner with senior leaders to develop and maintain the Technology strategies & roadmap focused on Wealth Management
- Manage a domain(s) of the MassMutual Application Portfolio Management data for quality
- Technical evaluations and benchmarking of core application platforms, frameworks and technologies
- Specification and publication of standards around application design and software engineering best practices
- Thought leadership and active participation in conferences and research with strategic partners and academic institutions
- Partner with business executives and senior architects to identify data and process issues, then provide solution options and recommends options
- Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
- Engage in SA problem solving, snapshots and full architecture documents
- Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members
- Collaborate with extended enterprise architecture, business, and IT support teams to communicate architecture strategies, standards, and direction
- Stay abreast of emerging technologies
The Minimum Qualifications
- Bachelors degree in Computer Science, Engineering or related Technical degree
- 8+ years of related IT Solutions Architecture or Technical Lead experience
The Ideal Qualifications
- 10+ years of related IT Architecture or IT consulting experience
- Preferred job experience includes some knowledge of Insurance and Wealth Management
- Experience with technology supporting: Financial Planning, Order Management, Lending, Wealth Investment Products, etc.
- Excellent communication, presentation, influencing and reasoning skills
- A team-focused mentality with proven ability to work effectively with diverse stakeholders
- Experience in Capability mapping and business architecture concepts
- Strong interpersonal skills, with an emphasis on the ability to effectively influence others, collaborate and partner.
- Understanding of the impact of IT on business results
- Demonstrated experience using Architecture Methodology (TOGAF, Archimate)
- Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of potential actions and identify the most appropriate one
- Experience in Public Cloud platforms (preferably AWS), solution design and development using Cloud-native services, and understanding of cost rationalization.
- AWS/Azure Cloud Certification
- Strong experience in Architecture and Design patterns
- Developed acumen in Domain Driven Design
- Strong experience with event streaming design and implementation using Kafka, along with web service protocols and patterns like SOAP, REST, JSON, XML/XSDs.
- Experience with REST API for data interchange and API-driven systems integration decoupling digital and backend systems.
- Track record of designing architectural reference material
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Enterprise Architecture team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits
#LI-RK1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Outside Sales Representative – Residential & Commercial Security Solutions
Job Details
Description
Vector Security is seeking an Outside Sales Representative (Residential and Commercial Security Solutions) to grow new and existing customer relationships within an assigned territory. This opportunity offers a combination of base salary and uncapped commission while building relationships with homeowners, business owners, and key decision makers.
At Vector Security We Think Big, Do the Right Thing, and Make a Difference Every Day! If this is how you like to work, we’d like to invite you to join our team!
We offer great benefits, a competitive base salary + uncapped commission, and growth opportunities. We think you’ll find what you want here because what we do matters - to us, our customers, and most of all, our team members.
Location: Auburn, AL
Summary:
Vector Security is seeking an Outside Sales Representative (Residential and Commercial)! In this field-based role, you will generate new opportunities through prospecting, networking, referrals, and in-person meetings with potential customers. Representatives assess customer needs and recommend customized security solutions including alarm systems, video surveillance, access control, fire systems, and smart home technology.
Successful candidates are motivated self-starters who enjoy building relationships in their community, managing their own territory, and developing a strong sales pipeline. By delivering solutions that protect people, property, and operations, representatives play a key role in helping customers feel secure while growing their own income through performance-based earnings.
Why Join Vector Security
- Established brand with trusted security solutions for both residential and commercial customers
- Opportunity to build and grow your own territory through relationship-driven sales
- Diverse product portfolio including intrusion detection, video surveillance, access control, fire systems, and smart home technology
- Ongoing training and product education to support your success in the field
- Competitive compensation including base salary, uncapped commission potential, and monthly vehicle allowance
What You'll Do:
- Sell Vector Security residential and commercial solutions by proactively generating appointments with prospective and existing customers and ensuring offerings align with customer needs and company objectives.
- Maintains strong product knowledge through ongoing training and certifications; educate customers on security solutions including video surveillance, intrusion detection, access control, and fire alarm systems.
- Continuously build and manage a sales pipeline by generating commercial proposals and maintaining opportunities equal to at least four times monthly sales quota.
- Track all proposals and activity within company CRM system to ensure accurate reporting and management visibility.
- Collaborate with commercial system design teams and branch operations to ensure the proper scope is defined for larger commercial installations.
- Identify and pursue new market opportunities by developing strategies to introduce Vector's products to new customers and target segments.
- Monitor competitive activity and market trends including pricing, products, delivery schedules, and merchandising techniques.
What You'll Need:
- High School Diploma required. Bachelor's Degree preferred.
- Valid Driver's License
- Needs to be savvy in using social media to increase sales leads.
- Prospecting Skills:
- In order to expand our commercial business, it is important that Commercial sales representatives be able to build new relationships and generate new logos for the company.
- This can be done via a variety of methods including leveraging LinkedIn, social media, networking, working “Dodge” type reports, etc.
- Previous Sales Experience - Preferred:
- Demonstrated success in previous sales positions.
- Presentation Skills:
- Ability to present complex integrated solutions that are common in Large Commercial environment.
- Closing Skills:
- Must be able to close commercial proposals at a rate deemed acceptable by management, overcome objections, have strong negotiation skills.
We also recognize that great sales professionals come from many different industries. If you bring strong relationship-building skills, a consultative approach, and the drive to succeed, we’d love to hear from you! Candidates from a variety of outside sales environments often excel in this role, including security systems, alarm or access control sales, HVAC or building systems sales, telecom or cable sales, solar, pest control, or furniture sales, and other territory-based consultative sales roles.
Compensation & Earnings Potential:
We offer base salary + uncapped commission along with guaranteed commission for first six pay periods. This role offers a competitive commission structure with uncapped earning potential. High-performing representatives often earn up to $80,000 in their first year, with experienced top performers exceeding six figures.
What You'll Get:
We offer a “Total Rewards” package including:
- Competitive compensation with incentive eligibility
- Medical, dental and vision coverage
- Company paid life and AD&D insurance.
- Company paid short- and long-term disability.
- Voluntary benefit products
- 401k retirement savings plan
- Flexible Spending Account
- Paid time off
- Tuition reimbursement
- Employee Assistance Program (EAP)
About Us:
We are one of the largest security integrators in the country and have proudly been installing innovative security and smart automation solutions in homes and businesses for more than 50 years. Our purpose is to make our world more secure, connected and empowered, one customer at a time.
Our Values:
- Win as a team.
- Do the right thing.
- Make a difference every day.
- Get it done.
- Think big.
If you share these ideas, we’d love to hear from you!
Vector Security is a Drug-Free Workplace
Vector Security is an Equal Opportunity Employer
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, transgender, national origin, veteran, or disability status.
About ConnectUs
ConnectUs is a leader in Managed Mobility Services, helping organizations simplify mobile device management at scale. From procurement and kitting to deployment, MDM configuration, and full lifecycle support, we take the complexity out of mobility so our customers can focus on growth. Since 2014, ConnectUs has deployed over 3 million devices and helped clients save more than $1 Billion by reducing friction, improving uptime, and enabling connected workforces.
Role Overview
The Account Manager – Customer Growth & Retention plays a dual role:
- Manage and grow assigned active accounts to ensure long-term satisfaction and continuous value.
- Proactively re-engage existing customers who have not purchased in 60+ days, identifying new opportunities to provide value through device lifecycle services, accessories, MDM, and support solutions.
This role is ideal for someone who thrives in both relationship management and outbound customer engagement. You will be responsible for deepening customer partnerships, uncovering new needs, and driving incremental revenue through upselling and cross-selling.
Key Responsibilities Account Management & Customer Success
- Serve as the primary point of contact for assigned customers following initial onboarding.
- Build trusted relationships with client stakeholders and ensure ConnectUs continues to meet or exceed expectations.
- Conduct quarterly business reviews (QBRs) and regular check-ins to align solutions with evolving client goals.
- Monitor service performance, SLAs, and client satisfaction to ensure continued success.
Account Growth & Upselling
- Identify new revenue opportunities within existing accounts, including MDM services, accessories, buyback programs, and enhanced lifecycle support.
- Collaborate with internal sales and operations teams to prepare quotes, renewals, and proposals.
- Track upsell and cross-sell performance metrics and report on monthly growth outcomes.
- Support annual planning, budget cycles, and device refresh discussions to position ConnectUs for continued expansion within each client.
Dormant Account Re-Engagement
- Maintain a proactive outreach list of 10–20 existing customers who have not purchased within 60+ days.
- Conduct personalized outreach to re-engage these customers, share relevant service updates, and present new offerings.
- Identify reasons for inactivity and propose tailored solutions that address current pain points or budget considerations.
- Document all interactions and next steps in CRM (Copper/HubSpot) for visibility and accountability.
Service Delivery & Issue Resolution
- Oversee the performance of ConnectUs services across fulfillment, help desk, and repair workflows.
- Act as a client advocate and escalation point, ensuring issues are resolved promptly with cross-functional support.
- Coordinate with internal teams to ensure accuracy in asset tracking, device lifecycle management, and reporting.
Reporting & Insights
- Provide regular reports on account activity, growth opportunities, and re-engagement progress.
- Analyze trends in order volume, service usage, and renewal likelihood to inform targeted outreach strategies.
- Deliver insights that help customers reduce costs and optimize device operations.
Key Traits
- Proven ability to build trust and grow relationships with existing customers.
- Strong sense of ownership, accountability, and results orientation.
- Excellent communication and listening skills with a proactive approach.
- Comfort with outbound outreach and re-engagement activities.
- Organized, data-driven, and adept at using CRM tools.
- Passionate about helping customers succeed while achieving measurable revenue impact.
Performance Metrics
- Revenue growth from existing accounts
- Number of dormant accounts reactivated
- Upsell and cross-sell conversion rates
- Customer satisfaction (NPS, QBR feedback)
- Responsiveness and retention rate
Remote / Field-Based | $80K Base + Commission | Car Allowance
Our team is partnering with a fast-growing automotive solutions company to hire a results-driven Account Executive supporting the West Coast market. This is an exciting opportunity to represent premium dealership products while building long-term relationships and driving territory expansion.
Why This Opportunity Stands Out
• Growth-focused organization with genuine career development pathways
• Direct exposure to senior leadership and strategic initiatives
• $80,000 base + monthly commission (OTE $90,000–$110,000+)
• Full benefits package
• Car allowance ($750/month)
• Remote, field-based role with strong territory upside
• Represent a premium suite of vehicle protection solutions trusted by leading dealerships
About the Opportunity
Our client is a respected partner to automotive dealerships and warranty administrators, delivering vehicle protection programs and sales solutions designed to drive revenue, retention, and customer satisfaction. Their product portfolio combines performance, protection, and customization, supported by training, marketing resources, and hands-on operational support.
This is an ideal role for a motivated sales professional who enjoys a mix of account management, dealership support, and new business development.
Day-to-Day Responsibilities
In this territory-based role, you will expand and maintain dealership relationships while driving new partnerships across your region.
Your week will typically include:
- Delivering dealership training on product knowledge, sales approach, and program best practices
- Supporting dealership operations and ensuring program success through ongoing service and communication
- Managing existing accounts and strengthening relationships with dealership leadership and staff
- Prospecting new dealership opportunities and actively closing business
- Preparing proposals and responding to partner inquiries
- Reviewing account performance data and collaborating with leadership on growth strategies
- Supporting product launches, marketing initiatives, and merchandising placement
- Reporting activity through CRM and participating in weekly strategy meetings
This role balances relationship management (approximately 50%) with new business development (approximately 50%).
What We’re Looking For
- Bachelor’s degree preferred
- 3+ years of territory sales, field sales, or account management experience
- Comfortable with travel, including daily driving and about one overnight per week
- Experience with cold outreach, prospecting, or hunter-style sales activity
- Strong communication, training, and relationship-building skills
- Self-driven professional who thrives in an autonomous, field-based role
Schedule & Location
• Remote / work from home
• Field travel throughout assigned West Coast territory
If you’re looking for a role where you can own a territory, work directly with leadership, and represent high-value automotive solutions, we’d love to connect.
Business Solutions Manager Overview:
This role focuses on opportunity intake, portfolio transparency, resource coordination, and executive reporting, ensuring leadership has the insights needed to make informed decisions.
By strengthening portfolio systems, financial visibility, and governance readiness, the BSM helps create the structure and clarity that enables delivery teams to operate efficiently and successfully.
Key Responsibilities
Portfolio & Opportunity Management
- Lead early-stage opportunity intake and evaluation, including development and review of Initial Project Assessments (IPAs).
- Manage and maintain opportunity and demand data within enterprise portfolio management tools (e.g., Clarity or similar PPM platforms).
- Coordinate the development of Rough Order of Magnitude (ROM) estimates in partnership with business and delivery stakeholders.
- Maintain portfolio-level visibility across initiatives, demand, and capacity to support strategic planning and prioritization.
Financial & Resource Management
- Coordinate project manager and business analyst resource requests in collaboration with Enterprise PMO teams.
- Perform portfolio-level financial analysis, including forecasting, budget tracking, and funding scenario modeling.
- Support annual planning cycles, mid-year cost reviews, and year-end financial close activities.
- Provide financial insights that inform prioritization decisions, trade-offs, and change control discussions.
Reporting & Governance
- Develop and maintain executive-level reporting, including Agile and portfolio performance dashboards.
- Ensure initiatives meet governance readiness standards prior to entering approval or decision forums.
- Partner with stakeholders to improve data quality, transparency, and consistency across portfolio reporting tools.
- Facilitate portfolio governance meetings and support executive decision-making forums.
Stakeholder Collaboration
- Serve as a key liaison between business leaders, Business Solution Partners, Enterprise PMO, and delivery teams.
- Provide guidance on prioritization, funding strategies, resource allocation, and portfolio impacts.
- Promote consistent adoption of enterprise portfolio management and governance practices.
Required Qualifications
- Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent professional experience.
- Experience in portfolio management, PMO operations, financial analysis, or enterprise program delivery environments.
- Strong analytical skills with the ability to translate complex data into clear, executive-level insights.
- Experience with portfolio management or financial tracking tools (e.g., Clarity or other PPM platforms).
- Demonstrated ability to build relationships and influence stakeholders without direct authority.
Preferred Qualifications
- Experience within healthcare, insurance, or other highly regulated enterprise environments.
- Familiarity with Agile delivery frameworks and portfolio reporting practices.
- Prior experience supporting enterprise planning cycles or governance forums.
Job Description: SAP GTS Functional Analyst/ Solution Architect
Austin, TX-Hybrid
Key Responsibilities:
- Analyze business requirements, convert requirements to functional and technical specifications, design cross functional solutions to meet complex business requirements and participate in new technology evaluations
- Perform and document software application configuration and/or coding, prepare and execute testing (unit, integration, performance, acceptance) and data conversions using standard tools and follow established processes and guidelines.
Functional Knowledge
- Demonstrate conceptual and practical expertise in own discipline and basic knowledge of related disciplines
- Business Expertise
- Has knowledge of best practices and how one area integrates with others.
Problem Solving
- Solve complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information
- Interpersonal Skills
- Explain difficult or sensitive information and work to build consensus
Education and Experience
Must Have
- 6-8 years SAP configuration experience in Sales and Distribution (SD) and Global trade services (GTS) minimum, including 2-3 full life cycle implementations
- Experience with the design of enhancements and continuous improvement projects involving Global trade services (GTS) – Compliance Management (Sanctioned Party Lists, Embargo, Legal Control) and Customs Management and integration points with SAP ERP.
- Solid knowledge of Global trade services (GTS) customs Declaration document and associated forms like commercial invoice.
- Experience using US Automated export system (AES) filing using Global trade services (GTS) and filing through Broker Interface.
- Experience to perform configuration and enhancements in Sales and distribution (SD) Billing, Pricing and billing copy control in SAP ECC.
- Knowledge in all areas of the Order to Cash process: sales order configuration, pricing, delivery processing and warehouse management.
- Experience promoting changes to Production and associated methodology, including writing and executing test plans
- Analytical team player, able to learn quickly, can prioritize and multi-task
- Strong English verbal and written skills
- Strong organizational skills and eagerness to drive deliverables to closure
- Self-starter and proactive, including managing deliverables, able to work independently, understanding timelines and deadlines with minimal guidance
- Ability to present & articulate functional solutions.
Mohd Abid Rafie
Next Level Business Services, Inc.
E-mail:
Locations: VA - Richmond, United States of America, Richmond, Virginia
As a Principal Associate in Capital One's Retail Banking Strategy Risk Office, you will apply your analytical and delivery skills to our highest profile Risk Management projects. You will partner across three divisions: Retail Bank, Emerging Merchan Businesses (EMB) and Premium Products, to develop and support cutting-edge Risk solutions in a manner that supports innovation and protects our customers, shareholders, and associates. You will partner with peers and senior leaders, second and third lines of defense, as well as lines of business to drive organizational change in order to better manage the Company's risk in an open, collaborative environment where new ideas and solutions are both welcomed and rewarded.
Retail Banking Strategy Risk professionals are experienced, well-trained, and progressive individuals that operate within a highly collaborative team environment to deliver value-added risk services to our business partners. The Principal Associate candidate will be a highly-motivated Risk Management professional with excellent support, analytical, planning, collaboration, and communication skills.
Responsibilities:This role supports the horizontal Third Party Risk Program for Retail Bank, Premium Products and Emerging Merchant Businesses. Specifically, this role will:
- Provide guidance, expertise and support for Third Party Risk Management initiatives
- Support all areas of the Third Party Risk Program to include reporting, governance and routines
- Assist with identification, tracking and mitigation of Third Party Risks including management of controls, risks and issues
- Partner with other Line of Business Risk offices, Second Line Risk Management functions and other appropriate stakeholders and partners
- Assist with development, delivery, and support of data analytics for the Third Party Risk Management Program Framework
- Collaborate with team to iterate on Third Party Program Framework maturity
- High School Diploma, GED or equivalent certification
- At least 2 years of Process or Project Management experience
- 3+ years of Risk Management or compensatory experience
- 1+ year of Third Party or Enterprise Supplier Management experience
- 3+ years operating in a cross functional capacity and/or managing complex initiatives
- At least one year of experience using Google Suite of products (Slides, Docs, Sheets, Gmail, Forms, Sites)
- Strong written and oral communication skills
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-8 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job Responsibilities- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP) certification is preferred
- Bachelor's degree preferred
Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job Responsibilities
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required Qualifications, Capabilities, and Skills
- At least 2 years in a financial advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications, Capabilities, and Skills
- Certified Financial Planning (CFP) certification is preferred
- Bachelor's degree preferred
Investment and insurance products are:
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.