Securities, Commodities, and Financial Services Sales Agents

We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we’d love to hear from you.

About Us

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting www.vensure.com .

Position Summary

The Senior Account Manager is responsible for the oversight and ongoing management of their assigned Account Manager(s) and clients. The SR. Account Manager works with sales and the support teams to implement new or renewing accounts, ensuring that a high service level is met. The SR. Account Manager will also work with high-level, key employees to maintain the ongoing client relationships. Being extremely knowledgeable about group benefits, having excellent problem resolution and negotiation skills is key. The SR. Account Manager must also be personable, maintain a high-level of professionalism and be able to travel for client meetings.

Essential Duties and Responsibilities

Daily management of assigned Account Manager(s)

Mentoring and training of Account Managers

Coordinate and conduct the implementation for new and renewing clients.

Coordinate strategy meetings and document collection with Business Consultant.

Market, analyze, and negotiate benefits and rates for all coverages.
Request renewal from carrier.

Conduct pre-renewal and renewal meetings (in person or via Zoom).
Negotiate renewals with carriers. Quote open market when necessary.
Deliver final renewal to client and finalize benefit selections.

Obtain applications and monitor benefit administration portals.

Ensure everything is submitted in a timely manner (minimum 15 days prior to the effective date)

Perform first bill audits and host a meeting with client to discuss how the OE went.

Ensure a high level of customer retention and satisfaction by building relationships with key contacts.

Ensure high levels of service are delivered to ALL clients:

High-level of professionalism and customer service to employees.

Provide 24-hour response times to requests, if resolution is not able to be obtained within 24 hours make sure to keep lines of communication open with client by providing status updates.

Education is key for all employees and key contact.

Ensure all clients are compliant with their benefits, contributions, etc.
Select filings of compliance documents

COBRA

Knowledge, Skills, and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Personal qualities of integrity and credibility.

Must be able to work individually and as part of a team.

Must be able to use the utmost discretion in all presentations/correspondence and communication for staff, clients and all leadership.

Intermediate (or higher) knowledge of Microsoft Office and Adobe.
Work requires professional, written, and verbal communication and interpersonal skills.

Strong organizational skills with the ability to multi-task and prioritize to meet stated deadlines.

Knowledge of employee benefits, compliance, and payroll.
Must be able to read, analyze, and interpret Client, technical procedures, insurance regulations, and governmental regulations.

Ability to respond effectively to the most sensitive inquiries and complaints.

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Education & Experience

2- 5 years or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.

Bachelor's degree preferred

Health and Life Insurance License mandatory

We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company, we’d love to hear from you.

About Us
Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting www.vensure.com .

Position Summary

The Account Manager is responsible for the oversight and ongoing management of their assigned clients. The Account Manager works with sales and the support teams to implement new or renewing accounts, ensuring that a high service level is met. The Account Manager will also work with high-level, key employees to maintain the ongoing client relationships. Being extremely knowledgeable about group benefits, having excellent problem resolution and negotiation skills is key. The Account Manager must also be personable, maintain a high-level of professionalism and be able to travel for client meetings.

Essential Duties and Responsibilities

Coordinate and conduct the implementation for new and renewing clients.

Coordinate strategy meetings and document collection with Business Consultant and Benefit Sales Consultant.

Market, analyze, and negotiate benefits and rates for all coverages.
Request renewal from carrier.

Conduct pre-renewal and renewal meetings (in person or via technology platform).

Negotiate renewals with carriers. Quote open market when necessary.
Deliver final renewal to client and finalize benefit selections.

Obtain applications and monitor benefit administration portals.

Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date)

Perform first bill audits and host a meeting with client to recap open enrollment success and takeaways.

Ensure a high level of customer retention and satisfaction by building relationships with key contacts.

Ensure high levels of service are delivered to ALL clients:

High-level of professionalism and customer service to employees.

Provide 24-hour response times to requests, if resolution is not able to be obtained within 24 hours make sure to keep lines of communication open with client by providing status updates.

Education is key for all employees and key contact.

Ensure all clients are compliant with their benefits, contributions, etc.
Select filings of compliance documents

COBRA

Assist with ACA compliance

Medicare filings

Knowledge, Skills, and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Personal qualities of integrity and credibility.

Must be able to work individually and as part of a team.

Must be able to use the utmost discretion in all presentations/correspondence and communication for staff, clients and all leadership.

Intermediate (or higher) knowledge of Microsoft Office and Adobe.

Work requires professional, written, and verbal communication and interpersonal skills.

Strong organizational skills with the ability to multi-task and prioritize to meet stated deadlines.

Knowledge of employee benefits, compliance, and payroll.

Must be able to read, analyze, and interpret Client, technical procedures, insurance regulations, and governmental regulations.

Ability to respond effectively to the most sensitive inquiries and complaints.

Ability to define problems, collect data, establish facts, and draw valid conclusions

Education & Experience

2- 5 years or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred

Bachelor's degree preferred.

Health and Life Insurance License mandatory.

HigherEd - Salesforce Partner Alliances Director
19388
Chandler, AZ
8/20/2024 2:33:00 PM
CRM
FTE - IntraEdge

Job Description
IntraEdge, Inc. is a leading provider of technology solutions and services, specializing in Salesforce higher education implementations, consulting, and support. With a focus on delivering exceptional client experiences, IntraEdge helps organizations achieve their business objectives through innovative technology solutions.

Location: United States/Canada

The Salesforce Partner Alliances Director will be responsible for developing and managing a robust channel partner ecosystem within the Higher Education industry. This role involves recruiting, enabling, and supporting channel partners to drive sales and market penetration of Salesforce solutions within colleges and universities.
Job Requirements

Responsibilities:
Develop and execute a comprehensive channel strategy aligned with the company's overall business objectives for the Higher Education market.
Work with sales and delivery teams to develop an overall go to market strategy and blueprint.
Recruit, onboard, and manage a network of channel partners, independent software vendors (ISVs), systems integrators (SIs), and other strategic partners.
Establish and maintain strong relationships with channel partners, providing them with the necessary training, resources, success metrics, and support to achieve sales goals.
Develop and implement channel partner incentive programs and sales enablement tools.
Collaborate with sales and marketing teams to develop joint go-to-market strategies and campaigns.
Track and analyze channel partner performance metrics to identify opportunities for improvement and growth.
Stay up to date on industry trends, competitive landscape, and Salesforce product offerings.

Qualifications:
Bachelor's degree in business, marketing, or related field.
Minimum of 5 years of experience in channel management or business development within the technology industry.
Proven track record of building and managing successful channel partnerships.
In-depth knowledge of the Salesforce platform and ecosystem.
Strong understanding of the Higher Education market and its specific needs.
Excellent communication, interpersonal, and presentation skills.
Ability to build and maintain strong relationships with internal and external stakeholders.
Strong analytical and problem-solving skills.
Ability to work independently and as part of a team.

Additional consideration for:
Experience working with Salesforce for Education Cloud.
Knowledge of CRM and other higher education software solutions.
Experience with channel partner relationship management (PRM) software.

If you're a passionate and results-oriented partner and alliances lead who thrives on growing your network and building relationships, we want to hear from you!

HigherEd - Salesforce Marketing Cloud Solution Architect
19395
Chandler, AZ
8/20/2024 4:14:00 PM
CRM
FTE - IntraEdge

Job Description
IntraEdge is seeking a seasoned Salesforce Marketing Cloud Architect with a deep understanding of higher education to join our team. This role is pivotal in designing, implementing, and optimizing comprehensive marketing automation solutions for our clients in the higher education sector. The ideal candidate will possess a strong blend of technical expertise and strategic thinking to drive successful marketing campaigns and improve student recruitment, engagement, and retention.
Location: United States/Canada

Are you a visionary Salesforce Marketing Cloud Solution Architect with a passion for transforming higher education with Marketing Cloud?

IntraEdge is seeking a highly skilled and experienced Salesforce Marketing Cloud Solution Architect to lead the design, development, and implementation of innovative marketing solutions for the higher education industry. The ideal candidate will possess a deep understanding of higher education marketing challenges and opportunities, as well as a proven track record of success in leveraging Salesforce Marketing Cloud to drive student recruitment, engagement, and retention.

Job Requirements
Responsibilities:

Lead the architecture and design of complex Salesforce Marketing Cloud solutions aligned with higher education business goals.
Develop and implement comprehensive data strategies, including data integration, cleansing, and segmentation.
Architect and execute multi-channel marketing campaigns across email, SMS, mobile, and social media channels.
Leverage AI and machine learning capabilities within Marketing Cloud to optimize campaign performance.
Integrate Salesforce Marketing Cloud with other Salesforce clouds (Sales Cloud, Service Cloud, Education Cloud) utilizing the Marketing Cloud Connector and external systems.
Provide functional leadership and mentorship to the marketing cloud team.
Stay up to date with the latest Salesforce Marketing Cloud features and leading practices.
Collaborate with clients to understand their marketing objectives and translate them into functional requirements.
Work with the leadership, sales, and alliances team to develop a go-to-market strategy with prescribed service offerings for higher education clients.
Support the development of RFP responses, proposals, and SOWs.
Support orals presentations in response to proposals for clients.
Work with Salesforce AEs and SEs to develop go-to-market messaging and assets to support the sales pipeline.
Qualifications:

Bachelor's degree in Marketing, Information Technology, or related field.
5+ years of experience in Salesforce Marketing Cloud implementation and architecture.
Experience with Salesforce Journey Builder, Automation Studio, and Interaction Studio.
Salesforce Marketing Cloud Consultant Certification required.
Proven experience in higher education marketing and student recruitment.
Strong understanding of data management, analytics, and reporting.
Expertise in email marketing, SMS, mobile marketing, and social media marketing.
Experience with data integration and ETL processes.
Strong analytical and problem-solving skills.
Strong project management and organizational skills.
Excellent communication and interpersonal skills.
Additional Considerations for:

Knowledge of industry standards and regulations (e.g., FERPA, GDPR, CAN-SPAM, etc).
Experience with data analytics and reporting tools (e.g., Tableau, Google Analytics).
Understanding of marketing automation platforms and technologies.
Experience with Salesforce Data Cloud and/or other CDP solutions.
If you're a passionate and results-oriented solution architect who thrives on creative problem-solving, we want to hear from you!

HigherEd - Salesforce Account Executive
19390
Chandler, AZ
8/20/2024 2:52:00 PM
CRM
FTE - IntraEdge

Job Description
IntraEdge, Inc. is a leading provider of technology solutions and services, specializing in Salesforce Higher Education implementations, consulting, and support. With a focus on delivering exceptional client experiences, IntraEdge helps organizations achieve their business objectives through innovative technology solutions.

Location: United States/Canada

IntraEdge is seeking a dynamic Salesforce Account Executive to join its Higher Education team. As a key member of our sales organization, you will play a pivotal role in driving revenue growth by identifying, qualifying, and closing sales opportunities within the Higher Education market.
Job Requirements
Responsibilities:
Identify, qualify, and develop new sales opportunities within the Higher Education market and maintain an accurate pipeline with supporting details in the CRM .
Build and maintain strong relationships with key decision-makers at target Higher Education institutions and the Salesforce alliance network.
Understand the unique needs and challenges of Higher Education institutions and effectively communicate how Salesforce solutions can address them.
Develop and execute strategic account plans to drive revenue growth and customer satisfaction.
Collaborate with the sales and delivery teams to ensure successful project implementation and customer retention including continuous feedback loops for process improvement.
Achieve and exceed sales quotas and key performance indicators.
Participate in industry conferences and events to generate leads and build brand awareness.
Effectively navigate Higher Education procurement processes and facilitate internal reviews.
Leading RFP responses and developing SOWs for client engagements.
Qualifications:
Bachelor's degree in business, marketing, or a related field.
5+ years of successful sales experience in the Higher Education industry.
Proven track record of meeting and exceeding sales quotas.
Strong understanding of the Higher Education landscape and the challenges faced by institutions.
In-depth knowledge of Salesforce and its applications in Higher Education.
Excellent communication, presentation, and negotiation skills.
Ability to build and maintain strong customer relationships.
Self-motivated and results-oriented with a strong work ethic.
Ability to successfully operate in high growth, fast-paced organization.
Proactive sales style and approach.
Consistent over-achievement of quota and revenue goals.
Experience calling on C-suite and key executives within a client's organization.
Strong operational and analytical abilities.
Excellent written and verbal communication skills.

Additional consideration for:
Salesforce implementation sales experience is highly preferred.
Experience with Salesforce CRM.
Knowledge of Higher Education admissions, student lifecycle management, and fundraising processes.

If you're a passionate and results-oriented account executive who thrives on growing your network and building relationships, we want to hear from you!

Want to be part of an innovative, collaborative, and supportive leadership team? Take your first step into leadership as a Retail Sales Lead in Scottsdale! You'll earn $20.50 hour (Base of $16.50 plus bonus of $4.00+ per hour) while working on your skills in developing other future leaders. Join a team that prides itself on promoting a healthy lifestyle and providing world class customer service! Want to help us build something great together? Follow the link below and we will talk to you soon -
https://careers-roadrunnersports.icims.com/jobs/2117/retail-sales-lead/job

Want to be part of an innovative, collaborative, and supportive leadership team? Take your first step into leadership as a Retail Sales Lead in Tempe Marketplace! You'll earn $20.50 hour (Base of $16.50 plus bonus of $4.00+ per hour) while working on your skills in developing other future leaders. Join a team that prides itself on promoting a healthy lifestyle and providing world class customer service! Want to help us build something great together? Follow the link below and we will talk to you soon -
https://careers-roadrunnersports.icims.com/jobs/2400/retail-sales-lead/job

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

This role requires high performance under minimal supervision, provides direction, inspiration, and counseling to Supervisors, Team Leads and Customer Representatives. Monitors workflow functions, outcomes, customer satisfaction, quality assurance, first contact resolution, among other KPIs, with the result of meeting or exceeding the established financial and other objectives set in cooperation with the Operational Manager and Operations Director.

Having energized and friendly leaders is essential for creating success in our teams. In this role, you will be responsible for managing all aspects of center operations to provide quality customer service to our members. As a leader, you will provide clear direction to achieve goals, creating an environment that fosters team commitment and employee engagement. This role will occasionally require client interaction to provide updates based on performance or projects.

This position is full-time. Employees will work an 8 hour shift Sunday – Saturday 8:00 am – 11:00 pm EST (October – March) Will work an 8 hour shift Monday – Friday 8:00 am – 11:00 pm EST (April – September). It may be necessary, given the business need, to work occasional overtime.

We offer two weeks of paid on-the-job training. The hours during training will be 8:00 am to 4:30 pm EST or may vary a little, Monday - Friday. Training will be conducted virtually from your home or site based on your location.

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

**Responsibilities:**

+ Manage teams and ensure all SLAs & MBOs are met.

+ Work closely with other departments to formulate steps for Process Improvement, cost reduction and

+ achieve business objectives.

+ Groom new supervisors and team leads.

+ Lead people development charters & ensure highly engaged workforce.

+ Eye to detail in managing QA for respective processes & demonstrate expertise over generating solid results.

+ Be the culture ambassador of organization principles and values.

+ Enforce Solid Performance Management Techniques and monitor the Performance Trend

+ Formulate Solutions to challenges faced and create a robust/sustaining governance model.

+ Articulate Cost Optimization measures and implement the same across Businesses.

+ Provide coaching and feedback to supervisor to enable them to improve their team’s performance.

+ Handle multiple clients & ace the customer engagement.

+ Work closely with WFM to ensure PG’s are met.

+ Ensure compliance with internal policies and procedures, external regulations, and information security standards.

+ Be sensitive and aware of the Organizational priorities towards Change & Innovation and Cost Optimization

+ Organization diagnosis, solution design and management of change initiatives

+ Develop retention and engagement strategies.

+ Leads large, complex projects to achieve key business objectives.

+ Translates highly complex concepts in ways that can be understood by a variety of audiences.

+ Influences senior leadership to adopt new ideas, products, and/or approaches.

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 Qualification**

+ High School Diploma or GED

+ Must be 18 year of age or older

+ 2+ years of experience, in Customer Service

+ 1+ years of experience in a leadership role

+ Ability to multi-task, set priorities, and manage time effectively.

+ Exceptional phone and verbal communication skills along with active listening

+ Customer focus and adaptability to different customer situations

+ Ability to learn new and sometimes complicated systems.

+ Ability to work 8-hour shift Sunday – Saturday 8:00 am-11:00 pm EST (October – March) Will work an 8 hour shift Monday – Friday 8:00 am – 11:00 pm EST (April – September). It may be necessary, given the business need, to work occasional overtime.

**Preferred Qualifications**

+ Excellent interpersonal, written, and oral communication skills

+ Demonstrated ability to meet production and quality goals.

+ Must be able to work in a collaborative atmosphere.

+ 3+ years of experience, in Customer Service

+ 2+ years of experience in a leadership role

**Telecommuting Requirements:**

+ Ability to keep all company sensitive documents secure (if applicable)

+ Required to have a dedicated work area established that is separated from other living areas and provides information privacy.

+ Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service.

**Soft Skills**

+ Extensive Cust Service experience and leadership possibly in multiple functions.

+ Work does not usually require established procedures.

+ Works independently.

+ Mentors others.

+ Acts as a resource for others.

+ Demonstrates a depth and breadth of knowledge/skills in own area and is often able to apply these outside of own function.

+ •Solves complex problems on own; proactively identifies new solutions to problems.

+ Acts as a facilitator to resolve conflicts on team; seen as key team member on project teams spanning more than own function.

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

**California, Colorado, Connecticut, Hawaii, Nevada, New Jersey, New York, Washington, Rhode Island, OR Washington, D.C. Residents Only:** The salary range for this is $58,300 - $114,300 annually. 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_ .

\#RPO

**The Company**

Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty.

**The Position**

We’re looking to add an **Account Executive** to join Teletrac Navman! As an **Account Executive** , you will be responsible for generating new business and revenue by prospecting and qualifying leads to successfully position Teletrac Navman as the preferred platform.

In this role, you’ll get to:

Responsibilities and Duties

+ Identifies leads by following up on marketing targeted customers and outbound calling

+ Engages target leads in conversations to determine their needs and assess if they are a qualified lead

+ Develop customized sales strategies for accounts using account-based marketing techniques

+ Define and execute sales plans to meet and exceed quotas through prospecting, qualifying, managing, and closing sales opportunities

+ Develop and manage sales pipeline, prospects and assess sales transactions through the sales pipeline

+ Keep accurate and current records in SalesForce.com

+ Achieve annual revenue quotas

**Qualifications**

At Teletrac Navman, we believe in your potential to make an impact. And we believe in giving you the opportunity, accountability and visibility to do just that.

We are looking for people who:

+ High school diploma, GED or equivalent required. Relevant associate degree a plus.

+ 1+ year of customer service

+ Candidate must be highly self-motivated, results driven, competitive, and confident with setting expectations

+ Strong interpersonal, verbal, and written communication skills in English

+ Working knowledge of SalesForce.com encouraged

+ Excited to participate in ongoing training and constantly push yourself to get better

+ Skilled at developing collaborative relationships with team members, colleagues, and customers

The base compensation range for this position is $60,000 to $75,000 per annum. Your actual base salary will be determined based upon a number of factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.

For this specific role, you may be eligible to participate in the sales/commission plan.

Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions and more. Vontier is here for all stages of life.

Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

WHO IS TELETRAC NAVMAN

Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty. We track, measure and optimise vehicles, equipment and light assets to revolutionize your business with fleet management software.

Teletrac Navman manages more than 500,000 vehicles and assets for more than 40,000 companies around the world. With headquarters in Irvine, CA, we have an international presence with additional offices in the United States, United Kingdom, Australia, New Zealand, and Mexico. Check our website for more info at www.teletracnavman.com

WHO IS VONTIER

Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves – delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company’s website at www.vontier.com

"Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."

In Wealth Management, we aspire to be a trusted partner to our ultra clients and their families, giving them the best long-term outcomes so that they can leave a legacy that fulfills their purpose in the world. We go beyond driving investment success to helping our families put their wealth to work in ways that will have a positive impact on future generations.

We are looking for a highly-motivated leader with sales and relationship management experience to join our Select leadership team as a Client Manager (CM).

In this role, you will:

+ Be crucial to making our vision a reality by coaching your crew to achieve Trusted Partner status by delivering with reliability, strengthening credibility and deepening connections with their clients.

+ Lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM.

+ As a team, you will work to delight clients, deepen loyalty, and build value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions.

An ideal candidate has a growth mindset and client-first orientation, brings a strong track record of building inclusive and high performing teams to producing strong outcomes, and thrives in a complex, fast-paced environment. We’ve built a strong, purpose-driven, collaborative team and ideal candidates will leverage these critical competencies and make our team even stronger!

What it takes:

+ Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.

+ Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

+ This job requires a Series 7,66 (required) & 24 (can acquire) regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

+ Experience maintaining a Book of Business with High Net Worth or Ultra High Net Worth clientele with $5-$25 million in AUM, preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.