Personal Financial Advisors

**Description**

Tradesmen International is the industry’s premier Skilled Trades Staffing Company with over 120 locations across America. We pride ourselves on establishing alliance partnerships with clients, ensuring their labor-oriented needs are met timely and on budget through our unique _Total Labor Support_ program. Our services help institutions greatly improve their capabilities and workforce productivity while reducing their varied challenges.

Tradesmen International is seeking a full-time **Account Executive (“AE”), Institutional** , to play a critical role in building relationships with institutional clients. The **Institutional AE** will be accountable for developing, promoting, and managing sales activity within the government, education, and healthcare sectors in accordance with company objectives and strategies.

**Major Responsibilities include:**

1. Open doors & drive new client business development to expand active clients and sales.

2. Ensure customer satisfaction working with your local office General Manager & Project Coordinator for on-going daily activities.

3. Develop strong customer relationships building a long-term client base for success.

4. Work with Strategic Account Executive (SAE) team members to manage local accounts, ensuring smooth transition, takeover and continued customer success.

5. Perform limited administrative functions critical to the sales function.

**Job Requirements:**

The Institutional AE must have the ability to work in a high-energy team environment, be self-motivated and goal oriented with the ability to open doors and gain client trust. A "team player" attitude is expected and critical for success. We find that individuals who have a true passion for sales and are commission-driven are the AEs who top the income charts.

+ Prior sales success in a B2B environment is required.

+ Business development experience, opening new customers & growing those to their potential.

+ Institutional experience is a plus but not required.

+ Excellent communication and interpersonal skills with an aptitude for building strong client relationships.

+ BS degree in Sales, Business Administration, or relevant field preferred, or 3+ years of sales.

+ Standard computer skills - experience using Word, Excel, PowerPoint, Outlook, or equivalents.

+ Experience and success using Salesforce, or other CRM is a plus.

+ **This is a hybrid, office & field-based sales position.**

+ Daily local market travel expected with limited regional travel.

+ Position requires valid driver’s license and reliable transportation.

**Personal Qualities:**

Team members must care about doing an excellent job and their best for customers, be of high character, take ownership, be resilient and enterprising. Seeking individuals that are competitive in nature, driven for success and seeking growth and development.

**Benefits:**

The base salary for this position is $70,000. Employees in this position are also eligible for commissions, provided the employee meets the requirements of the applicable commission plan. Annual commission payments range from nothing to upwards of $50,000+, with most employees working a full year in the position typically earning between $5,000 to $20,000 in commissions. Employees in this position may also, in some circumstances, be eligible for bonus payments on top of the salary and commission payments described above.

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), paid vacation, paid sick time and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

This role has good opportunity to lead to future positions for professional and personal growth.

_Tradesmen International is an Equal Opportunity Employer (EOE)_

**Recruiter Name**

Laura Vogt

**Location**

US-AZ-PHOENIX

**Posted Date** _6 hours ago_ _(6/2/2025 2:13 PM)_

**_Req ID_** _2025-361693_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-PHOENIX_

**_Employment Type_** _Regular Full-Time_

**Description**

Since 1992, Tradesmen International has been the construction industry’s premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been made possible by an entrepreneurial spirit, our Employee First mentality, commitment to safety, and a dynamic, driven, and team-based culture.

We are now seeking a full-time, **Associate Account Executive** (Junior AE) to join our team and grow with us. **Entry level candidates with no sales experience are highly preferred!** This position is a great opportunity to learn under a Senior Account Executive. The Senior Account Executive will provide mentorship and guidance on how to be successful in this role. You will spend 12-24 months in the Associate Account Executive role and upon successful completion of the program may be promoted to an Account Executive.

Give us a positive “Go-Getter, Can Do” attitude, a strong work ethic, and a genuine customer service mindset and we will help kick-start your sales career with our on-the-job training and professional development resources.

**Qualities of a Successful Account Executive:**

+ **Character** – Excellent communication and interpersonal skills, ability to build and foster strong relationships, critical thinking and out of the box problem solving, team player mentality

+ **Ownership** – Strong organizational and time management skills, ability to prioritize tasks and take accountability

+ **Resiliency** – Able to bounce back from setbacks, enjoys challenges, is assertive in nature

+ **Enterprising Drive** – Self-motivated, goal-oriented, driven to win and eager to succeed

**Key Performance Objectives:**

+ Build and Foster Strong Business Relationships – Routinely coach and manage Field Employees and deliver a consultative, needs-based selling approach to our Clients.

+ Grow Sales – Prospect, cold call, and canvass within your set territory to manage current Clients as well as develop new business.

+ Commitment to Safety – Conduct safety walkouts with Field Employees and review safety check-lists to ensure safety protocols are being upheld.

+ Ensure Client Satisfaction – Conduct routine check-ins with Clients and Field Employees to take a pulse on satisfaction/needs, own and troubleshoot issues as they arise to a thorough resolution.

+ Work Directly with Senior Account Executive- Spend time daily with Senior Account Executive getting direction and strategy on attacking sales territory.

+ Spend time daily calling the Senior Account Executive’s inactive and new never used client base to set meetings and secure orders.

+ Prospecting to set meetings for Associate Executive and Senior Account Executive to attend with the goal to close new sales opportunities.

+ Assist as needed in recruiting efforts to fill Senior Account Executive’s open orders that the Associate Account Executive will be managing.

**Job Requirements:**

+ Excellent communication skills

+ Ability to build strong customer relationships

+ Ability to build strong relationships with field employees

+ Self-motivated and goal oriented

+ Regular and predictable attendance is an essential function of the job

+ Familiarity with standard computer systems and CRM systems is helpful

+ Experience cold calling, canvassing a territory, and generating new business leads is helpful

+ **Position requires valid driver’s license and reliable transportation.**

**Join the team, work hard, and watch your earning potential and career opportunities grow with Tradesmen International!**

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), PTO and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

_EO employer - M/F/Veteran/Disability_

\#LI-NN1

\#LI-ONSITE

**Recruiter Name**

Nicole Nowak

**Location**

US-AZ-TEMPE

**Posted Date** _7 hours ago_ _(6/2/2025 12:44 PM)_

**_Req ID_** _2025-361679_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-TEMPE_

**_Employment Type_** _Regular Full-Time_

**Description**

Since 1992, Tradesmen International has been the construction industry’s premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been made possible by an entrepreneurial spirit, our Employee First mentality, commitment to safety, and a dynamic, driven, and team-based culture.

The primary responsibility of an **Industrial Account Executive** is to obtain orders or contracts in the Major Accounts / Industrial sector for Tradesmen’s services. Account Executives customarily and regularly perform this primary responsibility in the field by educating contractors about the Tradesmen International Value Proposition. The Account Executives are responsible for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International’s services and workforce.

Uncapped earning potential and rapid career growth are the result of individual performance and ownership among our Industrial AEs. Industrial AEs lead new business development, customer relationships, and client satisfaction in their assigned territories.

**Qualities of a Successful Industrial Account Executive:**

Product-line, industry knowledge preferred – for example, plant maintenance, manufacturing, or job shops just to name a few! Successful candidates will exemplify the below characteristics in addition to having previous success in an industrial sales role.

+ **Drive to Win** – Generate and develop new customer accounts to increase revenue including cold-calling and client management. Penetrate all targeted accounts and radiate sales from within client base.

+ **Adaptable and Resilient** – Overcome objections of prospective customers. Periodically conduct information-only presentations, such as trade show demonstrations.

+ **Relationship Builder** – Demonstrated ability to convert prospects and close deals while maintaining sales quotas. Perform professional presentations of company service(s), build and foster a network of referrals to create new opportunities for revenue growth.

**Key Performance Objectives:**

+ Maximize account potential and exceed quarter over quarter growth and profitability

+ Maintain current and develop new business opportunities and client partnerships

+ Problem solve customer requests and resolve issues

+ Drive client satisfaction through personal accountability and a results mentality

**Job Requirements:**

+ Experience in Mining / Manufacturing / Production industries highly preferred

+ Excellent communication skills

+ Ability to build strong customer relationships

+ Ability to build strong relationships with field employees

+ Self-motivated and goal oriented

+ Regular and predictable attendance is an essential function of the job

+ Familiarity with standard computer systems and CRM systems

+ Experience cold calling, canvassing a territory, and generating new business leads

+ **Position requires current Driver's License and reliable transportation**

**Join the team, work hard, and watch your earning potential and career opportunities grow with Tradesmen International!**

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), PTO and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

_EO employer - M/F/Veteran/Disability_

\#LI-NN1

\#LI-ONSITE

**Recruiter Name**

Nicole Nowak

**Location**

US-AZ-PHOENIX

**Posted Date** _7 hours ago_ _(6/2/2025 12:59 PM)_

**_Req ID_** _2025-361684_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-PHOENIX_

**_Employment Type_** _Regular Full-Time_

Grid Work Portfolio Manager

Location:

Scottsdale, AZ, US

Date: Jun 2, 2025

**Requisition ID** : 18857

**Join us in building a better future for Arizona!**

SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

**Why Work at SRP**

At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

+ Pension Plan (at no cost to the employee)

+ 401(k) plan with employer matching

+ Available your first day: Medical, vision, dental, and life insurance

+ Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

+ Parental leave (up to 4 weeks) and adoption assistance

+ Wellness programs (including access to a recreation and fitness facility)

+ Short and long-term disability plans

+ Tuition assistance for both undergraduate and graduate programs

+ 10 Employee Resource Groups for career development, community service, and networking

**Summary**

A Program Office professional with experience in assessing, building, and optimizing project portfolios across departments. This role requires a strategic thinker with a comprehensive understanding of project management principles and methodologies. This position offers an opportunity to drive value-based changes to SRP’s workload management, specifically managing the Grid Project Portfolio across Operational Technology Services (OTS). Additionally, it includes non-OTS-driven capital projects that require support from OTS, which constitute the largest portion of work.

The position does not have direct reports but will provide guidance and structure to project execution and is responsible for defining and upholding standards for project management within the organization.

**What You'll Do**

+ Ensure portfolio goals, deliverables, and milestones are clearly defined, communicated, and tracked throughout the project lifecycle

+ Work within a cross-functional environment to manage unplanned work and change orders for existing projects

+ Assist the business in the preparation of new project requests, helping to convey the needs in a language most understandable to all stakeholders.

+ Assist the project team in managing constraints of schedule, budgets and assigned resources to deliver defined scope.

+ Once established, serve as a central administrator for Operational Technology’s Grid Work project portfolio management process.

+ Maintains status between OTS-driven substation and distribution projects within our Generation, Transmission, and Distribution facilities, spanning transmission and distribution voltages from 500kV to 12.47kV.

+ Proactively anticipate threats to achieving project tasks and adjust project schedule, resources and budget using project change control procedures.

+ Appropriately escalate project issues and roadblocks to Management

+ Conduct ad-hoc analyses with internal and external data to support strategic decisions

+ Maintain relevant databases and related records

+ Adhere to company’s safety programs, trainings, and policies, as well as promote and manage the Safety & Health performance of project team members and subcontractors.

+ Responsible for the central oversight of day-to-day construction activities

+ Review, approve, and communicate internal and external project status reports. Present reports to internal and external executive management as required.

+ Collaborate with the engineering team to understand and plan around the development and distribution of engineering deliverables per project schedule and requirements.

+ Coordinate and facilitate grid work commissioning teams as needed.

+ Responsible for field progress-tracking specific to construction related activities as required

+ Drive effective staffing with the supervisory team to optimize project schedule and resource coverage.

+ Performs other duties as assigned.

**What It Takes To Succeed**

+ Participate in the design and establishment of a Centralized Project Office, aligning project management practices with organizational objectives and timelines. Exhibits strong communication skills, facilitating open dialogue and welcoming diverse viewpoints.

+ Support the development, implementation, and maintenance of project management methodologies, templates, and tools to ensure consistency and efficiency across SRP’s projects. Improve interdepartmental coordination and communication, leading to effective project completion.

+ Collaborating with cross-functional teams, business leaders, and project offices to understand high-level scopes, resolve issues, and ensure project alignment with strategic goals.

+ Working directly with the supervisor teams on resource allocation, forecasting demand, and ensuring the optimal utilization of human and technical resources across projects. Collaborates on cross-functional projects to tackle complex scheduling challenges.

+ Identifies, assesses, and mitigates project risks, while negotiating contingency plans to minimize their impact on project delivery.

+ Tracking project performance against established metrics, generating regular reports, and providing insights to stakeholders to inform decision-making.

+ Apply principles of successful negotiation in collaboration with stakeholders to support project delivery. Adapt communications and approaches to successfully negotiate consensus across workplans.

+ Exhibits autonomy in leading initiatives beyond the department, influencing project outcomes. Take the initiative to make informed decisions regarding project direction, resource allocation, and timelines.

**Experience**

+ Experience establishing and maintaining project governance and escalation processes

+ Proven record of working collaboratively and building strong relationships with stakeholders at all levels of the organization

+ Experience in resource management, budget management, and performance monitoring

+ Ability to constantly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities

+ Operations fluency and experience in prior programs executed from charter to project close

+ Bias for action and the ability to meet deadlines and multi-task in a fast-paced environment

+ Excellent computer skills and proficiency in Microsoft Office (Teams, Word, Outlook, PowerPoint and Access). Advanced experience with Excel – SQL a plus

+ Experience with document control, scheduling, asset and project management software is preferred

+ General understanding of financial modeling, process mapping, change management, schedule creation, and reporting progress

+ Degree in construction, construction management or engineering preferred.

A minimum of ten years of related experience is required (if no degree, fourteen years of relevant project management experience or equivalent combination of education and related experience totaling fourteen years).

**Education**

A bachelor’s degree related to the assignment from an accredited institution is preferred.

**Hybrid Workplace**

SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona.

**Drug/Alcohol Policy Statement**

To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

**Equal Opportunity Employer Statement**

Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

**Work Authorization**

All candidates must be legally authorized to work in the United States.

Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

**Nearest Major Market:** Phoenix

We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join us.

**The Team:**

We’re seeking a dynamic **Account Executive - Land** to join our North America Enterprise Sales Team. This role focuses on driving **new logo acquisition** within enterprise accounts in the **High Tech Manufacturing (Semiconductor)** sector. Reporting to the High Tech Sales Director, you’ll have the opportunity to work with world-class products, proven sales strategies, and a collaborative network of value engineers and business development representatives.

**The Role:**

The primary goal is to land new logos and contribute significantly to our strategic objective of capitalizing on market potential and expanding market share across enterprise accounts in North America.

**The work you’ll do:**

+ **Drive New Business:** Identify and develop new opportunities within a defined territory, targeting enterprise accounts to secure new logos.

+ **Own the Sales Cycle:** Manage the entire sales process—from prospecting and qualification to closing six-figure deals.

+ **Engage Strategic Stakeholders:** Build relationships across multiple lines of business, engaging with C-level executives, operational leaders, and key decision-makers.

+ **Deliver Tailored Solutions:** Develop a deep understanding of customer needs and demonstrate how Celonis’ solutions can solve their strategic and operational challenges.

+ **Showcase Value:** Present use-case-specific pitches and demos, independently or in collaboration with Value Engineers, to highlight the measurable impact of Celonis solutions.

+ **Collaborate with Partners:** Work closely with Big 4 consulting firms, SaaS providers, and industry partners to enhance the value proposition for your prospects.

+ **Leverage Team Support:** Partner with your virtual team, including business development representatives, pre-sales, customer success, marketing managers, and partner managers, to drive success.

**The qualifications you need:**

+ **Proven SaaS Sales Experience:** A strong track record of success in enterprise SaaS sales, with a focus on securing new business and consistently achieving revenue targets.

+ **Expertise in Complex Sales:** Experience managing long, multi-stakeholder sales cycles within large enterprise accounts.

+ **Industry Knowledge:** Familiarity with enterprise business applications such as Analytics, BI, or ERP, with the ability to engage with C-level executives (e.g., CFO, COO, CSCO, CPO).

+ **Business Acumen:** A solid understanding of business processes and key performance indicators across functions like Finance and Supply Chain.

+ **Vertical Experience:** Experience or knowledge selling to (vertical) industries

+ **Strong Communication Skills:** Exceptional presentation and storytelling abilities to confidently influence senior stakeholders and decision-makers.

+ **Collaborative Mindset:** A team-oriented approach, leveraging internal and external resources to achieve shared goals.

Visa sponsorship is not offered for this role.

**What Celonis Can Offer You:**

+ **Pioneer Innovation:** Work with the leading, award-winning process mining technology, shaping the future of business.

+ **Accelerate Your Growth:** Benefit from clear career paths, internal mobility, a dedicated learning program, and mentorship opportunities.

+ **Receive Exceptional Benefits:** Including generous PTO, hybrid working options, company equity (RSUs), comprehensive benefits, extensive parental leave, dedicated volunteer days, and much more (https://careers.celonis.com/life-at-celonis/benefits) .

+ **Prioritize Your Well-being:** Access to resources such as gym subsidies, counseling, and well-being programs.

+ **Connect and Belong:** Find community and support through dedicated inclusion and belonging programs.

+ **Make Meaningful Impact:** Be part of a company driven by strong values (https://careers.celonis.com/life-at-celonis/values) that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future.

+ **Collaborate Globally:** Join a dynamic, international team of talented individuals.

+ **Empowered Environment:** Contribute your ideas in an open culture with autonomous teams.

**About Us:**

Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It’s system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.

Get familiar with the Celonis Process Intelligence Platform by watching this video (https://academy.celonis.com/learn/video/discover-the-ems) .

**Celonis Inclusion Statement:**

At Celonis, we believe our people make us who we are and that “The Best Team Wins”. We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.

**Your Privacy:**

Any information you submit to Celonis as part of your application will be processed in accordance with Celonis’ Accessibility and Candidate Notices (https://www.celonis.com/careers/candidate-notices)

By submitting this application, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Notice for the Application and Hiring Process (https://www.celonis.com/careers/privacy-notice/) .

Please be aware of common job offer scams, impersonators and frauds. Learn more here (https://www.celonis.com/careers/fraud-alert/) .

We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join us.

**Account Executive, Land - Retail**

We're Celonis, the global leading Process Mining software company and one of the world's fastest-growing SaaS firms. We believe that every company can unlock its full execution capacity - and for that, we need you to join us as an Account Executive.

**The Team:**

We’re seeking a dynamic **Account Executive, Land - Retail** to join our North America Enterprise Sales Team. This role focuses on driving new logo acquisition while also expanding current customers within enterprise accounts in the Retail sector. Reporting to the Retail Sales Director, you’ll have the opportunity to work with world-class products, proven sales strategies, and a collaborative network of value engineers and business development representatives.

**The Role:**

The primary goal is to land new logos and expand current business and contribute significantly to our strategic objective of capitalizing on market potential and expanding market share across enterprise accounts in North America.

**The work you’ll do:**

+ **Drive New Business:** Identify and develop new opportunities within a defined territory, targeting enterprise accounts to secure new logos.

+ **Own the Sales Cycle:** Manage the entire sales process—from prospecting and qualification to closing six-figure deals.

+ **Engage Strategic Stakeholders:** Build relationships across multiple lines of business, engaging with C-level executives, operational leaders, and key decision-makers.

+ **Deliver Tailored Solutions:** Develop a deep understanding of customer needs and demonstrate how Celonis’ solutions can solve their strategic and operational challenges.

+ **Showcase Value:** Present use-case-specific pitches and demos, independently or in collaboration with Value Engineers, to highlight the measurable impact of Celonis solutions.

+ **Collaborate with Partners:** Work closely with Big 4 consulting firms, SaaS providers, and industry partners to enhance the value proposition for your prospects.

+ **Leverage Team Support:** Partner with your virtual team, including business development representatives, pre-sales, customer success, marketing managers, and partner managers, to drive success.

**The qualifications you need:**

+ **Proven SaaS Sales Experience:** A strong track record of success in enterprise SaaS sales, with a focus on securing new business and consistently achieving revenue targets.

+ **Expertise in Complex Sales:** Experience managing long, multi-stakeholder sales cycles within large enterprise accounts.

+ **Industry Knowledge:** Familiarity with enterprise business applications such as Analytics, BI, or ERP, with the ability to engage with C-level executives (e.g., CFO, COO, CSCO, CPO).

+ **Business Acumen:** A solid understanding of business processes and key performance indicators across functions like Finance and Supply Chain.

+ **Vertical Experience:** Experience or knowledge selling to Retail industries

+ **Strong Communication Skills:** Exceptional presentation and storytelling abilities to confidently influence senior stakeholders and decision-makers.

+ **Collaborative Mindset:** A team-oriented approach, leveraging internal and external resources to achieve shared goals.

**What Celonis can offer you:**

+ The unique opportunity to work within a new category of technology, Execution Management

+ Investment in your personal growth and skill development (clear career paths, internal mobility opportunities, L&D platform, mentorships, and more)

+ Great compensation and benefits packages (equity (restricted stock units)

+ A global and growing team of Celonauts from diverse backgrounds to learn from and work with

+ An open-minded culture with innovative, autonomous teams

+ Business Resource Groups to help you feel connected, valued and seen (Black@Celonis, Women@Celonis, Parents@Celonis, Pride@Celonis, Resilience@Celonis, and more)

+ A clear set of company values (https://www.celonis.com/company/values/) that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future

**About Us**

Celonis enables customers to optimize their business processes. Powered by its leading process mining technology, Celonis provides a unique set of capabilities for business executives and users to continuously find improvement opportunities within and across processes, and execute targeted actions to rapidly enhance process performance. This optimization yields immediate cash impact, radically improves customer experience, and reduces carbon emissions. Celonis has thousands of implementations with global customers and is headquartered in Munich, Germany and New York City, USA with more than 20 offices worldwide.

Celonis is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Different makes us better (https://www.celonis.com/careers/diversity/) .

Visa sponsorship is not offered for this role.

The base salary range below is for the role in the specified location, based on a Full Time Schedule.

Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location.

The base salary range below is for the role in New York, based on a Full Time Schedule.

$255,000—$345,000 USD

The base salary range below is for the role in Colorado, based on a Full Time Schedule.

$255,000—$345,000 USD

The base salary range below is for the role in California, based on a Full Time Schedule.

$255,000—$345,000 USD

The base salary range below is for the role in Washington, based on a Full Time Schedule.

$255,000—$345,000 USD

The base salary range below is for the role in Washington, D.C. based on a Full Time Schedule.

$255,000—$345,000 USD

The base salary range below is for the role in Illinois, based on a Full Time Schedule.

$255,000—$345,000 USD

**What Celonis Can Offer You:**

+ **Pioneer Innovation:** Work with the leading, award-winning process mining technology, shaping the future of business.

+ **Accelerate Your Growth:** Benefit from clear career paths, internal mobility, a dedicated learning program, and mentorship opportunities.

+ **Receive Exceptional Benefits:** Including generous PTO, hybrid working options, company equity (RSUs), comprehensive benefits, extensive parental leave, dedicated volunteer days, and much more (https://careers.celonis.com/life-at-celonis/benefits) .

+ **Prioritize Your Well-being:** Access to resources such as gym subsidies, counseling, and well-being programs.

+ **Connect and Belong:** Find community and support through dedicated inclusion and belonging programs.

+ **Make Meaningful Impact:** Be part of a company driven by strong values (https://careers.celonis.com/life-at-celonis/values) that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future.

+ **Collaborate Globally:** Join a dynamic, international team of talented individuals.

+ **Empowered Environment:** Contribute your ideas in an open culture with autonomous teams.

**About Us:**

Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It’s system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.

Get familiar with the Celonis Process Intelligence Platform by watching this video (https://academy.celonis.com/learn/video/discover-the-ems) .

**Celonis Inclusion Statement:**

At Celonis, we believe our people make us who we are and that “The Best Team Wins”. We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.

**Your Privacy:**

Any information you submit to Celonis as part of your application will be processed in accordance with Celonis’ Accessibility and Candidate Notices (https://www.celonis.com/careers/candidate-notices)

By submitting this application, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Notice for the Application and Hiring Process (https://www.celonis.com/careers/privacy-notice/) .

Please be aware of common job offer scams, impersonators and frauds. Learn more here (https://www.celonis.com/careers/fraud-alert/) .

Wealth Management Fraud & Claims - Sr. Fraud Analyst

Pennington, New Jersey;Chandler, Arizona; Newark, Delaware

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients’ bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

**Responsibilities:**

+ Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity

+ Assists Fraud Strategy partners with development of new tactics by facilitating controlled tests and simulations within the production environment

+ Tests existing customer facing capabilities (credit, debit, transactions, deposit activity, and online activities) for unknown vulnerabilities resulting in potential fraudulent exploitation and unplanned loss

+ Participates in triage related to Executive Escalations & Incident Response fraud activities

+ Reviews and investigates reports of suspected fraudulent activity with accurate recording of data captured during client interactions

+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulation

+ Assist clients and internal partners with banking claim and suspicious alert inquiries, initiation and updates

**Required Qualifications:**

+ 1+ years of fraud servicing or call center experience.

+ Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information

+ Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.

+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

+ Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

+ Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

+ Communicates effectively and confidently with all clients to make their financial lives better

+ Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

+ Comfortable receiving ongoing performance feedback and coaching

+ Ability to learn and adapt to new information and technology platforms

+ Minimum of an intermediate level of proficiency with computers and current technology

**Desired Qualifications:**

+ Experience in a call center or a financial/banking center

+ Fraud Detection and Prevention

+ Credit Risk

**Skills:**

+ Customer and Client Focus

+ Data Collection and Entry

+ Due Diligence

+ Issue Management

+ Oral Communications

+ Active Listening

+ Adaptability

+ Attention to Detail

+ Policies, Procedures & Guidelines

+ Written Communications

+ Business Acumen

+ Collaboration

+ Critical Thinking

**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, 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.

Join Vanguard as a Certified Financial Planner in Scottsdale, AZ

Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP®) to join our team in Scottsdale, AZ. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.

As a Vanguard Advisor, You Will:

+ Establish, grow, and maintain long-term relationships with clients.

+ Partner with investors to help them plan their financial goals.

+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support.

+ Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Why You’ll Love Working Here:

+ Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

+ Professional Growth: Benefit from a workplace that prioritizes your professional development.

+ Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and Benefits:

+ At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

+ Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.

+ Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

+ Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/

Qualifications:

+ CFP® designation required.

+ Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).

+ Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

+ Shown experience managing a book of business with a track record of client satisfaction and loyalty.

+ Apply trust and estate planning knowledge to help preserve client’s wealth.

+ In-depth knowledge of financial planning, investment strategies, and industry regulations.

+ Positive and resilient change agent while fostering collaboration as both a peer and business partner.

Special Factors:

+ Vanguard is not offering visa sponsorship for this position.

+ Relocation available to those who qualify.

+ We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.

Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.

**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/ .