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<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - Mountain View, CA

<h3>Job Description:</h3>The Vice President, Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of 20 - 25 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported are &gt;$75m in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Expertise We’re Looking For <ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position. </li></ul><ul><li>Minimum of 8 years of Relationship Management or Client Service experience preferred; preferably within the Retirement/401K industry. </li></ul>The Purpose of Your Role The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, &gt;35% of the time. The Skills You Bring <ul><li>World class customer service to every one of your clients. </li></ul><ul><li>Record keeping and defined contribution administration experience. </li></ul><ul><li>Problem-solving skills. </li></ul><ul><li>Effective communication and presentation skills. </li></ul>The Value You Deliver <ul><li>The ability to consult with your clients to deliver effective solutions to their needs while maintaining strong, positive relationships with key decision makers. </li></ul><ul><li>Setting the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s trusted advisor in partnership with the Plan’s Advisor. </li></ul><ul><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor. </li></ul><ul><li>Providing additional support to the advisor’s book of business, including participating in advisor book of business reviews (sometimes in person), identifying and implementing plan design opportunities across the advisor’s book, and you will be expected to participate in quarterly advisor updates and training activities, both over electronic channels (i.e. Zoom) and in person. </li></ul><ul><li>Differentiating Fidelity's benefits approach against competitive benefit solutions and offering and implementing Fidelity solutions to address client needs. </li></ul><ul><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. </li></ul><ul><li>Consulting with clients and their advisors on qualified and potentially nonqualified plan design alternatives. </li></ul><ul><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. </li></ul><ul><li>Analyzing investment architecture and providing appropriate alternatives as well as actively facilitating Investment Review Meetings in partnership with the Plan’s Advisor. </li></ul><ul><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome. </li></ul><ul><li>Building and developing strong working relationships internally. </li></ul>How Your Work Impacts the Organization In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The Vice President, Relationship Management Team Lead (Team Lead) has overall accountability for a team of 10-15 Managing Directors that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping.The position involves establishing, upholding, and expanding solid and dependable client connections with important decision-makers, influencers, and C-suite committee members. The Team Lead oversees a team of service-oriented employees and partners from across the company to address client demands and solve challenges, as well as assists institutional clients in running a successful benefits program to enhance the welfare of their staff.The Expertise You Have<ul><li>College degree preferred.</li><li>Relationship management experience preferred.</li><li>Management experience preferred.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing</li><li>Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses</li><li>Strong revenue management and overall financial acuity</li><li>Lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization</li><li>Leadership, mentoring, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills</li><li>Experienced presentation, meeting management, and interpersonal skills</li><li>In partnership with Core Market Segment Leadership, develop and execute strategy and goals for organization that produce year-over-year profitability.</li><li>Accountable for retention, client loyalty, and revenue opportunities of assigned territory.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team. Collaborate with MD, Sales (when applicable) and other business partners in these retention activities.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client presentations.</li></ul>The Value You Deliver<ul><li>In cooperation with Core Market Segment Leadership, develop strategy and goals for organization that produce year-over-year profitability.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all team-based client re-pricing, renewal, and competitive rebid activity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client</li></ul>The TeamThe Team Lead will manage 10-15 Managing Directors (MD) with approximately $15-20B in assets under administration across ~500 clients. MDs are also responsible for a portfolio of multi-product client relationships that span services such as Defined Contribution, Managed Accounts, Self-Directed Brokerage, and Health Savings Accounts.<ul><li>The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR) of existing and prospective customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills.</li><li>Responsible for the overall strategy of the territory in order to improve business results.</li><li>Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies.</li><li>Additional management duties include associate development, performance evaluation, compensation planning and hiring.</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Relationship Management Team Leader- Retirement Services

Company Summary 80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position SummaryThis position will be the primary point of contact between our company and our Direct Sales customers and field sales staff as potential customers to identify and facilitate sales of JCB products &amp; services. This individual will be able to accept ownership for in bound and out bound communication, effectively manipulate complaints and inquiries keeping customer satisfaction at the core of every decision and behaviour. The candidate will ensure customer inquiries are given personalized attention and are treated as a priority.The ideal candidate will aspire to grow into a Regional/Field-based Sales Manager role.Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Handles all customer inquiries and responds within twenty-four hours</li><li>Serves as a primary point of contact for the field sales staff to resolve customer order inquiries</li><li>Supports Direct Sales Account customer “open houses” and events</li><li>Performs projects for the Direct Sales Team as required</li></ul>Minimum Qualifications<ul><li>Bachelor’s degree in business or a related field</li><li>3+ years of sales or account management experience</li><li>Must pass any drug test, background check and any pre-employment testing as applicable</li></ul>Preferred Qualifications<ul><li>Experience in sales or marketing</li><li>Knowledge of customer support systems/procedures or channels of distribution</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Customer oriented due to considerable amount of customer contact</li><li>Proficiency with Microsoft Word, Excel, Access and PowerPoint</li><li>Ability to perform multiple tasks while maintaining a sense of urgency</li><li>Excellent problem-solving skills – ability to think outside the box</li><li>Strong interpersonal and relationship management skills</li><li>Effective oral and written communication with an emphasis on phone skills</li><li>Flexible and thrive in a fast-paced work environment</li><li>Identify and succinctly report emerging and evolving trends and customer/dealer feedback beyond fixed metrics</li><li>Likes to work hard and has a thirst for knowledge</li><li>Active listener</li></ul>Job Conditions:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.</li><li>The employee is occasionally required to stand and walk.</li><li>The employee must frequently lift and/or move up to 10 pounds.</li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

Account Manager - Direct Sales 

H.O. Penn Machinery &nbsp;HIRING IMMEDIATELY &nbsp;CAT Rental Store Rental &amp; Sales Representative &nbsp;Bronx, NYPay:Up to$85,000 Base (Dependent on relevant experience) Potential for Additional Commission&nbsp; Territory:&nbsp;Bronx, Lower Westchester, &amp; Portion of ManhattanBenefits:<ul><li>Medical/dental/vision insurance</li><li>401(k) with company match</li><li>Company cellphone, laptop, &amp; vehicle</li><li>Paid time off &amp; company holidays </li></ul>Key&nbsp;Qualifications:We are seeking a highly motivated self-starter, results-driven individual that possesses the following qualifications:<ul><li>Knowledge of equipment rental business, (experience within rental sales highly preferred)</li><li>Ability to prospect and cultivate new accounts – strong business development skills</li><li>Strong organizational experience to manage leads, customer information, and sales records effectively</li><li>Excellent communication and interpersonal skills to build rapport with customers</li><li>PC Proficient, (including high proficiency utilizing Microsoft Office and other software)</li><li>Good influencing skills and economically motivated</li><li>Must have a valid driver’s license for travel *This is an outside sales position* </li></ul>Responsibilities Achievement of overall branch goals through promotion of profitable rental of Cat &amp; Allied equipment, and sales of Allied equipment in the assigned sales territory&nbsp;<ul><li>Continually identify and contact new and existing customers in the assigned territory to influence their buying and rental decision making consistent with the H.O. Penn Cat Rental Store's business goals</li><li>Provide high quality and cost-effective coverage of the assigned territory, including servicing of existing accounts and developing new accounts within the various market segments represented in the territory</li><li>Effectively use all selling tools, including the telephone, computer, software, wireless communications and other means to promote the features, benefits and overall value of Caterpillar and allied equipment and the total product and service offerings at the H.O. Penn Cat Rental Store</li><li>Work collaboratively with other sales &amp; rental team members, including Inside Sales Reps and Rental Coordinators, to accurately and efficiently process rental and sales orders, address customer concerns and maximize rental and sales business and growth </li></ul>Effective and efficient management and development of the assigned rental &amp; sales territory, contributing to the achievement of branch goals<ul><li>Work cooperatively with other Rental &amp; Sales Reps, to maximize geographic sales coverage</li><li>Maintain accurate data on the activities of customers within the territory and communicate all relevant information to other members of the H.O. Penn Cat Rental Store Rental &amp; Sales team</li><li>Maximize the H.O. Penn Cat Rental Store's share of the total rental business of each existing customer</li><li>Develop, maintain and communicate a comprehensive awareness of the state of the construction industry as well as all competitive activity within the territory effectively utilizing Dodge and other marketing reports and data </li></ul>Optimal customer experience with the H.O. Penn Cat Rental Store<ul><li>Become an integral part of the customer's business, represent the customer's need to H.O. Penn and seek solutions consistent with H.O. Penn's mission and goals</li><li>Work closely with other members of H.O. Penn's team to maximize customer service</li><li>Continuously develop product/industry knowledge and business acumen </li></ul>QualificationsWe are seeking a highly motivated self-starter, results-driven individual that possesses the following qualifications:<ul><li>Knowledge of equipment rental business, (experience within rental sales highly preferred)</li><li>Ability to prospect and cultivate new accounts – strong business development skills</li><li>Strong organizational experience to manage leads, customer information, and sales records effectively</li><li>Excellent communication and interpersonal skills to build rapport with customers</li><li>PC Proficient, (including high proficiency utilizing Microsoft Office and other software)</li><li>Good influencing skills and economically motivated</li><li>Must have a valid driver’s license for travel *This is an outside sales position* </li></ul>Physical Requirements&nbsp;<ul><li>Standing and/or sitting for prolonged periods of time</li><li>Hand coordination for typing, writing, and computer use</li><li>Occasional forward bending and reaching</li><li>Occasional walking and climbing stairs</li><li>Carrying (up to 20lbs.)&nbsp; </li></ul>Reasonable accommodations made as needed.We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, national origin, ancestry, age, marital status, citizenship, sexual orientation, gender or gender status, disability, genetic information, otherwise qualified disabled or veteran status, or any other protected class as designated by Federal, State and/or local law.

CAT Rental Store Rental & Sales Representative

<h4>Company Description</h4>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.<h4>Job Description</h4>We are seeking an On/Off Premise Beer Sales Representative for our&nbsp;Philadelphia, PA territory.&nbsp;The Beer Sales Representative works alongside distributor partners and local supplier distributor manager to ensure the successful sale, volume growth, distribution, brand presence and positioning of the supplier’s portfolio, working within a set list of on-premise accounts and/or large and small format off-premise accounts throughout the assigned territory.&nbsp;Here’s just a small sample of what you’ll be doing:<ul><li>Pursue new opportunities for distribution and impact local market to upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Work closely with local distributor manager and distributor partner to collaborate on goals and objectives and ensure proper product inventory and proactively manage OOS issues</li><li>Provide training to accounts on brand/product(s) to include ingredients and pairings, brewing process, history, quality and current trends</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards</li><li>Sell-in and build brand displays according to off-premise standards</li><li>Execute POS programs to standard</li><li>Assist in executing impactful promotions and educational presentations, both independently and with team members, at accounts</li><li>Utilize on-line database and systems to track all territory progress</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul>The physical demands of this role require the following:<ul><li>Bending, squatting, crouching and reaching, climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of 50 pounds or more</li></ul>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.<h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>2-4 years demonstrated sales experience, preferably in beer, wine, or spirits</li><li>Previous retail, on-premise, or off-premise work experience is a plus</li><li>Experience as a Bartender, Waitress, Bar Management, Distributor Sales Rep, etc. is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be willing to travel within assigned sales region</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4>The base compensation range for this job classification is between $45,000.00-$70,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions.This position offers incentive opportunities&nbsp;plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!Enthuse Marketing are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion,&nbsp;age,&nbsp;sex, sexual orientation, gender identity&nbsp;or expression, national origin, citizenship, disability,&nbsp;genetics, pregnancy,&nbsp;protected veteran status or other characteristics protected by applicable federal, state, or local law.Enthuse are committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@inspiramarketing.com" target="_blank">recruitment@inspiramarketing.com</a>&nbsp;or&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.

ENTHUSE

On/Off Premise Beer Sales Representative- Philadelphia, PA

<h2>Job Summary</h2>The Museum Store Associate supports the Getty stores as a professional and outgoing sales associate, operates a POS system, applies basic computer skills, and engages visitors in a friendly and professional manner.&nbsp; Museum Store Associates also manage financial transactions and assist with store upkeep, including inventory maintenance and routine cleaning.&nbsp;<h2>Major Job Responsibilities</h2><ul><li>Provides excellent customer service, ensuring a positive guest experience</li><li>Efficiently and accurately operate point-of-sale (POS) registers</li><li>Handles financial transactions responsibly with accuracy according to department procedures</li><li>Exhibits knowledge of store merchandise, exhibitions, events, and an understanding of Getty policies and procedures specific to the assigned work location</li><li>Prepares store and/or satellite locations by restocking displays, maintaining store cleanliness, and preserving the overall presentation of the retail space</li><li>May be assigned shifts in the warehouse or at an alternate store location</li></ul><h2>Qualifications</h2><ul><li>High School Diploma/GED</li><li>1-2 years retail experience preferably in a museum, specialty, or book store</li></ul><h2>Knowledge, Skills, and Abilities</h2><ul><li>Reliable, punctual, and committed to providing a friendly guest experience</li><li>Strong sales skills with an emphasis on customer engagement</li><li>Excellent verbal communication and interpersonal skills</li><li>Demonstrated proficiency in operating a point-of-sale (POS) system</li><li>Ability to stand for up to 3 hours at a time</li><li>Capable of lifting items up to 38 pounds, pushing merchandise carts (weighing 55 lbs. to 100 lbs.) between store locations, operating hand trucks, and climbing ladders</li><li>Ability to work a flexible weekly schedule, including evening shifts and weekends</li><li>Ability to work across various store locations, including outdoor settings</li><li>Willingness to learn and maintain knowledge of store merchandise and Getty policies and procedures specific to the assigned work location (Getty Center or Villa)</li></ul>

The J. Paul Getty Trust

Museum Store Associate, Getty Center (PT)

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Wealth Planner, Seattle, WA

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Schaumburg, IL

<h3>Job Description:</h3>The Role The Fidelity Private Shares is a trusted partner to high-growth private companies, we are poised for our next phase of expansion and are seeking a dynamic Sales Leader to drive our sales team to new heights. The team supports the innovation economy through a market leading equity administration platform. We offer solutions and capabilities that support private companies, their employees, and community stakeholders during the entire corporate lifecycle. The Sales Leader for Fidelity Private Shares will be responsible for leading and scaling our sales organization, including Account Executives (AEs) and Business Development Representatives (BDRs), to drive revenue growth and market penetration. This role will be pivotal in shaping the sales strategy, fostering a high-performance culture, and building strong relationships with private companies seeking best-in-class cap table and equity administration solutions. The ideal candidate is a proven sales leader with a track record of success in B2B SaaS or fintech, a passion for leading teams, and the ability to navigate complex sales cycles with C-suite stakeholders. Primary responsibilities include:<ul><li>Sales Strategy &amp; Execution: Develop and implement a comprehensive sales strategy to achieve revenue targets and expand market share in the VC backed private company sector.</li><li>Team Leadership: Lead, mentor, and inspire a team of Account Executives and Business Development Representatives, fostering a culture of accountability, collaboration, and continuous improvement.</li><li>Performance Metrics: Refine and track KPIs to measure team performance, optimize sales processes, and drive operational efficiency.</li><li>Pipeline Management: Oversee the sales pipeline, ensuring consistent lead generation, qualification, and deal closure while maintaining accurate forecasting and reporting.</li><li>Cross-Functional Collaboration: Partner with marketing, product, and customer success teams to align go-to-market strategies, enhance product offerings, and ensure a seamless customer experience.</li><li>Market Expansion: Identify new market opportunities, refine ideal customer profiles, and drive targeted outreach to high-growth private companies.</li><li>Industry Expertise: Stay informed on trends in private company equity management and venture capital space to position Fidelity Private Shares as a thought leader.</li></ul>The Expertise We’re Looking for and The Skills You Bring <ul><li>Bachelor’s degree in business, Finance, or a related field</li><li>8+ years of B2B sales experience, with at least 3-5 years in a sales leadership role managing AEs and BDRs, preferably in SaaS, fintech, or financial services.</li><li>Proven Track Record: Demonstrated success in scaling sales teams and driving significant revenue growth in a high-growth environment.</li><li>Industry Knowledge: Familiarity with cap table management, equity administration, or related financial services for private companies is a strong plus.</li><li>Leadership Skills: Exceptional ability to motivate and develop high-performing teams, with a focus on coaching and professional growth.</li><li>Strategic Mindset: Ability to craft and execute sales strategies that align with company goals and adapt to market dynamics.</li><li>Communication: Excellent verbal and written communication skills, with the ability to articulate value propositions clearly and persuasively.</li><li>Analytical Acumen: Proficiency in CRM tools (e.g., Hubspot), sales forecasting, and data-driven decision-making.</li><li>Customer-Centric Approach: Strong relationship-building skills with experience engaging C-level executives in complex sales cycles.</li></ul> The Team <h3>Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. </h3><h3>We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.</h3>The base salary range for this position is $165,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Sales

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