Personal Financial Advisors

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.**

Positions in this function involve a blend of relationship management, administrative tasks, and advanced Excel modeling. The ideal candidate will have a strong understanding of claims data, preferably Medicaid, and possess exceptional Excel skills to manage and update complex models. They will analyze utilization and healthcare cost data to uncover key business issues, identify opportunities for medical cost improvements, and develop alternative pricing strategies in collaboration with market affordability leads. Their goal will be to make healthcare more affordable for C&S Medicaid, LTSS and DSNP members and programs.

You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ **Track and Report Affordability Performance:**

+ Monitor and report on-track affordability performance against annual savings targets

+ Present findings to the C&S health plan and regional leaders.

+ Attend health plan affordability meetings (bi-weekly to monthly)

+ Maintain an affordability tracker for all East markets, ensuring timely updates and accuracy

+ Assist affordability leads with queries and provide details on affordability initiatives

+ **Support Cost Savings Initiatives:**

+ Partner with local health plans to size, measure, and approve new cost savings initiatives

+ Review and approve Clinical affordability initiatives

+ **Senior Leader Reporting:**

+ Serve as the expert owner of senior leader level reporting for bi-weekly, quarterly, and annual reports

+ Update functionality of Excel models, incorporating new data sources and revising formulas as needed

+ Develop new summaries as required by leaders

+ Conduct bi-weekly peer reviews of Excel model refreshes

+ **Financial Budget and Forecasting:**

+ Partner with local health plan CFOs to incorporate affordability programs into quarterly and annual financial budgets and forecasts

+ Serve as peer reviewer for forecast models

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ Bachelor’s degree (Finance, Statistics, Accounting, Economics, Actuarial Science, or other related degrees)

+ 4+ years of experience in an analytics capacity and evidence of creative, proactive problem solving

+ Experience in the healthcare insurance industry with previous exposure to medical claims data

+ Basic SQL or SAS coding knowledge

+ Solid proficiency in Excel, including experience with complex models

+ Proficiency in Microsoft Outlook, Word, and PowerPoint

+ Proven excellent organizational and administrative skills

+ Proven solid communication and relationship management abilities

+ Proven comfort managing ambiguity

+ Proven ability to work independently and as part of a team

**Preferred Qualifications:**

+ Medicaid experience

+ Familiarity working with a large medical claims database

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

The salary range for this role is $89,800 to $176,700 annually based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

**About Team & About Role:**

Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data.

The Product Line Specialist AE is a technical sales professional characterized by intimate understanding of their specific product, the pain it resolves, the competitors, market, qualification, objections, and value proposition. Through a quantity of focused interactions they become exceedingly specialized and competent in their discipline making great impressions on prospects and core sales team alike. They own the product number, are hungry to overachieve it. Their success is ensured by their expertise, their champion building, and their high level of effective activity. They champion and evangelize their product in the field, internally and externally, and with our resellers. They are the point of contact for PnP, PM, PMM as a consolidated voice of field and customer.

**What You’ll Do:**

+ Define and execute sales plans for the assigned territory to meet and exceed quota through prospecting, qualifying, managing and closing sales opportunities

+ Develop and manage sales pipeline to move a large number of strategic transactions through the sales process

+ Identify and close opportunities for growth working with a mix of mid-enterprise accounts

+ Present Rubrik, Inc. solutions within complex data center design environments

+ Co-sell and strategize with direct field team, partners, distributors and VAR’s to enable rapid growth

+ Provide Rubrik, Inc. management with feedback about the local market opportunity and identification of new business opportunities and channel partnerships

**Preferred Qualifications:**

+ 3+ years tech sales experience as customer facing, variable comp. AE or SE

+ consistent track record of success/overachievement

+ Higher than average business acumen & deal sense

+ Proven ability to build champions/work cross functionally

+ Bias for action, self starter

\#LI-DNI

The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

US Pay Range

$109,400—$174,700 USD

**Join Us in Securing the World's Data**

Rubrik (NYSE: RBRK) is on a mission to secure the world’s data. With Zero Trust Data Security™, we help organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Rubrik Security Cloud, powered by machine learning, secures data across enterprise, cloud, and SaaS applications. We help organizations uphold data integrity, deliver data availability that withstands adverse conditions, continuously monitor data risks and threats, and restore businesses with their data when infrastructure is attacked.

Linkedin (https://www.linkedin.com/company/rubrik-inc/mycompany/verification/) | X (formerly Twitter) (https://twitter.com/rubrikinc) | Instagram (https://www.instagram.com/rubrikinc/) | Rubrik.com

**Inclusion @ Rubrik**

At Rubrik, we are dedicated to fostering a culture where people from all backgrounds are valued, feel they belong, and believe they can succeed. Our commitment to inclusion is at the heart of our mission to secure the world’s data.

Our goal is to hire and promote the best talent, regardless of background. We continually review our hiring practices to ensure fairness and strive to create an environment where every employee has equal access to opportunities for growth and excellence. We believe in empowering everyone to bring their authentic selves to work and achieve their fullest potential.

**Our inclusion strategy focuses on three core areas of our business and culture:**

+ Our Company: We are committed to building a merit-based organization that offers equal access to growth and success for all employees globally. Your potential is limitless here.

+ Our Culture: We strive to create an inclusive atmosphere where individuals from all backgrounds feel a strong sense of belonging, can thrive, and do their best work. Your contributions help us innovate and break boundaries.

+ Our Communities: We are dedicated to expanding our engagement with the communities we operate in, creating opportunities for underrepresented talent and driving greater innovation for our clients. Your impact extends beyond Rubrik, contributing to safer and stronger communities.

**Equal Opportunity Employer/Veterans/Disabled**

Rubrik is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at hr@rubrik.com if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

EEO IS THE LAW (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)

NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS

**About Us**

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

**Job Description:**

The Senior Account Executive is a key member of the Commercial Cold Chain Sales team. The position develops, collaborates, and completes sales strategies across multiple channels in collaboration with our End User and Aftermarket Sales Teams. The Sr. Sales Executive’s primary role within Copeland Cold Chain is to deliver sales growth through tactical execution of a strategic sales plan. This position will lead the sales effort for the Copeland Cold Chain to several OEM customers. They will assist in completing product and business strategies, maintaining customer product profiles, collaborating with multiple internal teams, developing key relationships, and providing technical support as needed. The ideal candidate will manage communications both internally and externally to ensure alignment.

**As A Senior Account Executive, You Will:**

+ Drive year over year refrigeration OEM sales territory growth.

+ Develop and drive strategies for refrigeration customers to lower GWP refrigerant (CO2, R290, A2L) solutions

+ Define, build and nurture relationships with key decision makers at all customers in territory

+ Identify and define customer's growth strategies then design and drive account-specific strategies to align with customer needs. Including strategies for refrigeration customers to lower GWP refrigerants (CO2, R290, A2L) solutions

+ Complete accountability for delivering and maintaining territory sales and account business plans related to the OEM refrigeration market.

+ Recognition and closure of opportunities for of cross-business refrigeration products (compression, controls, enterprise services) to increase recurring revenue

+ Monthly participation in forecast process and updating

+ Monthly participation in our business opportunity management/pipeline process

+ Develop Key Relationships with Customer Engineering, Marketing, Supply Chain, etc.

+ Manage customer profile, contacts, and opportunity funnel within Salesforce CRM platform

**Required Education, Experience, & Skills:**

+ Bachelor's degree in a business related or technical field

+ Proven Sales Record

+ Minimum of ten years advancement in selling and management

+ Prior Refrigeration experience in at least one of the following areas: Sales, Service, Technical Support, Engineering, Product Management, or Sourcing

+ Proven experience in managing from classic sales to consultative solutions selling.

+ Proven experience in sales team development and organizational change.

+ Strong communication skills and the ability to connect with both lower-level technical decision makers and executive level financial decision makers.

+ Legal authorization to work in the United States - Sponsorship will not be provided for this position

**Preferred Education, Experience, & Skills:**

+ MBA

+ Management experience in the Refrigeration, HVAC or Controls Technology

**Working Conditions:**

+ Salaried exempt position working out of regional home office

+ 60% Travel - Air travel required

+ Typical week consists of multiple customer visits across multiple cities, multiple hotels & rental cars

**Why Work Remote**

Our remote roles are conveniently located in the comfort of your own home. Working from the comfort of your own home offers numerous advantages, including the elimination of commuting, flexible scheduling, quality time with loved ones, and improved efficiency. By working remote, you will have open communication with your coworkers both onsite and offsite.

Our training programs focus on end-to-end development, from onboarding through senior leadership. We invest in our employees to ensure they have the marketplace knowledge, skills, and competencies to compete and lead in a global economy. Our compensation philosophy is simple: we pay a competitive

base salary, within the local market in which we operate, and reward performance during the annual merit review process. In accordance with Colorado EPEWA, The salary range for this role is $100,000.00 - $120,000.00 annually plus sales incentive bonus, and company vehicle, commensurate with the skills, talent, capabilities, and experience each candidate brings to a role. Our success is measured by the positive impact we make on people, our communities, and the world in which we live.

\#LI-REMOTE

\#LI-YM1

**Our Commitment to Our People**

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.

Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

**Our Commitment to Diversity, Equity & Inclusion**

At Copeland, we believe having a diverse, equitable and inclusive environment is critical to our success. We are committed to creating a culture where every employee feels welcomed, heard, respected, and valued for their experiences, ideas, perspectives and expertise. Ultimately, our diverse and inclusive culture is the key to driving industry-leading innovation, better serving our customers and making a positive impact in the communities where we live.

**Work Authorization**

Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

**Equal Opportunity Employer**

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: copeland.careers@copeland.com

With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Recker-McKellips

Mesa, Arizona

**Job Description:**

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you**

• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

• **Get training and one-on-one coaching** from Academy managers who are invested in your success.

• **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

• **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

• **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

**As a Financial Solutions Advisor Stage I, you can look forward to**

• Unlimited potential for financial growth.

• A strong referral base from across the business through our relationship with one in every two households.

• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

**We’re a culture that**

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

**Required Qualifications:**

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast-paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired Qualifications:**

• Strong computer skills with an ability to multitask in a demanding environment.

• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Five to seven years of commercial banking experience

Preferred Skills/Experience

- Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong relationship management and business development abilities, with thorough knowledge of credit products

- Strong analytical and problem-solving skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Well-developed written communication and verbal presentation skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

**EEO is the Law**

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**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**

$111,600.00 - $184,200.00

**Target Openings**

1

**What Is the Opportunity?**

The Account Executive Officer (AEO), Construction Loss Sensitive will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. 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 to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

As of the date of this posting, Travelers anticipates that this posting will remain open until May 30, 2025.

**What Will You Do?**

+ Manage the profitability, growth, and retention of an assigned book of business.

+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.

+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and 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.

+ Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

+ May assist in the training and mentoring of less experienced Account Executives.

+ Perform other duties as assigned.

**What Will Our Ideal Candidate Have?**

+ Bachelor’s degree.

+ Six to eight years of relevant underwriting experience with experience in construction loss sensitive.

+ Deep knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market.

+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

+ CPCU designation.

**What is a Must Have?**

+ 4 years of underwriting 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 (4-ESU@travelers.com) 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 http://careers.travelers.com/life-at-travelers/benefits/ .

**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**

$83,300.00 - $137,400.00

**Target Openings**

1

**What Is the Opportunity?**

The Middle Market Business Center centrally underwrites and negotiates renewal and new business for eligible accounts across the low to mid-sized range of Middle Market Business Insurance. The Account Executive (AE), Business Center will partner with agents and brokers to provide coverage for new and/or renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.

As of the date of this posting, Travelers anticipates that this posting will remain open until May 30, 2025.

**What Will You Do?**

+ Manage the profitability, growth, and retention of an assigned book of business.

+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.

+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to support market penetration objectives and identify cross-selling opportunities.

+ Foster relationships with external partners by delivering seamless underwriting experiences and solutions.

+ Identify and capture new business opportunities using consultative marketing and sales skills.

+ Support the execution of agency, region, and group sales plans.

+ Perform other duties as assigned.

**What Will Our Ideal Candidate Have?**

+ Bachelor’s degree.

+ Three to five years of relevant underwriting experience.

+ Knowledge of Business Insurance products, the regulatory environment, and the local insurance market.

+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

+ Communication skills with the ability to successfully negotiate with agents and brokers.

+ CPCU designation.

**What is a Must Have?**

+ 2 years of underwriting 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 (4-ESU@travelers.com) 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 http://careers.travelers.com/life-at-travelers/benefits/ .

Account Executive - SKIPTA

Company: MMIT

Location: Remote, United States

Date Posted: Mar 31, 2025

Employment Type: Full Time

Job ID: R-1050

**Description**

**About MMIT:**

Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare’s most complex challenges.

MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription—answering the “what” of how payers cover therapies and the “why” behind those decisions. MMIT’s product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence.

In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers—Evaluate, Citeline, Panalgo and The Dedham Group—to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey.

Skipta, part of the Norstella group of companies, is an online community for verified healthcare professionals to consult and exchange information within a private and secure platform. For its advertisers, Skipta provides the opportunity for brands to engage with HCPs via custom and ad-supported tactics across multiple channels.

**The Role:**

Unique and exciting opportunity for pharma media expert (HCP preferred) to break into business development / sales. If you are passionate about digital engagement opportunities in the healthcare industry and bringing those solutions to the market, we are looking for a candidate that is excited to:

**Responsibilities:**

• Identify potential HCP engagement/media opportunities within named Accounts and work with the primary seller to build a pipeline, with a key focus on rebooking existing client programs

• Assist primary seller with day-to-day account oversight, research and planning

• Research and develop digital marketing program recommendations based on client needs and identify opportunities to optimize and upsell existing programs

• Prepare for client meetings and presentations using visuals and data from internal sources

• Establish and build relationships with client stakeholders

• Assist in the in the negotiation of program scoping and pricing with clients and execute successful deal closures

• Be accountable to achieve and exceed the agreed quarterly and annual sales targets set forth by the business

• Work closely with the Client Solutions team on program goals, execution and delivery

**Qualifications:**

The Account Executive should have strong interpersonal, verbal and written communication skills to effectively develop client relationships as they identify prospects, nurture those leads and ultimately sell Skipta solutions to the client. Bachelor’s degree, preferably in Marketing/Digital Marketing, Business Administration, Natural Sciences or a related field.

• 5+ years' experience in the pharmaceutical digital marketing services space in a client facing role with a track record of meeting or exceeding expectations

• Strong Pharmaceutical knowledge

• Strong background and understanding of digital media services for the life sciences and HCP media planning

• Excellent organizational skills and attention to detail: Ability to manage multiple tasks, prioritize effectively, and maintain a high level of accuracy. Proficiency in Office Software: Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.

• Strong project management skills including problem solving and attention to detail.

• Ability to work remotely and independently

• Ability and willingness to travel to meet with clients

Travel: Monthly Travel Required

Location: US - Remote, but primary residence in NYC / Philadelphia Metro Area is preferred

**Our Guiding Principles for success at Norstella:**

01: Bold, Passionate, and Mission-First

02: Integrity, Truth, and Reality

03: Kindness, Empathy, and Grace

04: Resilience, Mettle, and Perseverance

05: Humility, Gratitude, and Learning

**Benefits:**

• Medical and Prescription Drug Benefits

• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)

• Dental & Vision Benefits

• Basic Life and AD&D Benefits

• 401k Retirement Plan with Company Match

• Company Paid Short & Long-Term Disability

• Paid Parental Leave

• Paid Time Off & Company Holidays

_The expected base salary for this position ranges from $85,000 to $110,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._

_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._

_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we’re just as excited about you._

Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

CW7 is in search of a dynamic Digital Account Executive to take our digital revenue initiatives to the next level. Our Broadcast and Digital Divisions are a part of one of the nation’s fastest growing organizations, and the largest local media company in the US. We are looking for a leader in digital sales and revenue production. The Digital Account Executive is responsible for digital sales efforts for all digital marketing services both closing sales opportunities and creating new opportunities.

+ Serve as the sales marketing lead driving revenue from digital marketing services for clients across all channels -- mobile, tablet and web

+ Develop and execute go-to-market sales strategies that result in exceeding revenue targets in Digital Marketing Services

+ Responsible for delivering and marketing a powerful suite of local digital marketing products and services that help local SMB’s grow successfully

+ Develop local sales strategies in major industry verticals (auto, medical, etc.)with clear goals and measurable objectives that can be tied to revenue growth.

+ Establish, maintain and grow relationships with advertisers and agencies

+ Position and pre-sell all opportunities to highlight the benefit and value proposition in the marketplace

+ Consistently communicate with clients on all business activity

+ Complete knowledge of the market and competitive landscape

+ Utilize a consultative sales approach to develop strategic understanding of client’s business and marketing needs

+ Meet and exceed performance management targets for account activity and revenue generation

+ Serve as an advisor to GM and DOS and help make informed decisions on key issues surrounding digital marketing objectives

+ Establish key relationships within the local business community in order to effectively build and maintain ad revenue vs. budget

Requirements & Skills:

+ BA or BS in Business, Marketing or Advertising preferred

+ 5+ years of digital media sales and marketing experience preferred

+ Significant knowledge of the digital advertising landscape including Paid Search, Programmatic Ad buying, Social Media Management, Mobile Strategy etc.

+ Motivated, enthusiastic, self-starter who can work effectively both independently and in a team environment

+ Effective communication and client presentation skills

+ Ability to interact with high-level decision makers

+ Ability to sell through a consultative sales experience

+ Ability to sell a vast array of products

+ Excellent follow-up, strong organizational skills and attention to detail

+ Proven ability to meet and exceed sales goals and secure revenue goals

+ Interest and passion for digital trends and how they relate to the media/ broadcast industry

+ Strategic thinker with strong ability to translate complex ideas into succinct, and compelling sales narratives

+ Resourceful, self-motivated and a skillful multI-tasker\

+ Strategic foresight

+ Valid driver’s license

+ #LI-Onsite

Nexstar Media Group, Inc. (NASDAQ: NXST) is a leading diversified media company that produces and distributes engaging local and national news, sports and entertainment content across its television and digital platforms, including more than 310,000 hours of programming produced annually by its business units. Nexstar owns America’s largest local television broadcasting group comprised of top network affiliates, with 200 owned or partner stations in 116 U.S. markets reaching 220 million people. Nexstar’s national television properties include The CW, America’s fifth major broadcast network, NewsNation, our national news network providing “News for All America,” popular entertainment multicast networks Antenna TV and Rewind TV, and a 31.3% ownership stake in TV Food Network. The Company’s portfolio of digital assets, including its local TV station websites, The Hill and NewsNationNow.com, are collectively a Top 10 U.S. digital news and information property. For more information, please visit nexstar.tv.

EEO Statement: All qualified applicants will receive consideration for employment without regard to disability, protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

The J.P. Morgan Wealth Management business is undergoing significant growth initiatives with a key focus being the development of a remote advice and wealth management channel.

As an Associate within National Branch Field Strategy and Execution, you will play a key role in building the new business and integrating within the existing J.P. Morgan Wealth Management infrastructure. This role will contribute to giving the Field (leadership, advisors, etc.) the necessary operating models, tools, and resources needed to successfully provide a world class experience to our advisors the clients we serve.

**Job Responsibilities**

+ Drive the translation of the client and advisor experience strategy into tangible business solutions

+ Define & recommend enhancements to detailed processes and operating models

+ Support and manage end-to-end field implementation of strategic initiatives

+ Guide and influence key stakeholders towards strategic decision-making

+ Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program

+ Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)

**Required qualifications, skills, and capabilities.**

+ Strength in project management, problem resolution, effective communication, product knowledge, and marketing

+ Flexibility and the ability to quickly adapt within a dynamic environment

+ Analyze and prioritize alternative solutions to drive results

+ Create and deliver compelling presentations for senior leadership

+ Team orientation, high energy level, positive thinker

+ 3+ years of experience in project management and financial services, preferably wealth management and financial planning

+ Experience in strategic consulting or process improvement

+ Demonstrated experience leading & contributing to large, complex projects (planning, designing, documenting, communicating)

+ Familiarity with end-to- end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)

+ Strong storytelling and presentation skills (written and verbal)

+ Bachelor's degree

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans