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<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><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><p>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.</p><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. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - Torrance, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Woodland Hills, CA

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.<br><br></p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.<br><br></p><p><strong>How will you make an impact in this role?</strong></p><p>The&nbsp;Accounts Payable (AP) Automation Sales Manager&nbsp;will be responsible for driving sales from prospective clients in partnership with internal partners on all key activities related to the sourcing, qualifying, presenting, and ramping of Accounts Payable software solution deals. The ideal candidate works in tandem with internal partners to drive charge volume through Accounts Payable software solutions. The ideal candidate also engages directly with clients to understand customer needs and leverage product knowledge to deliver innovative business solutions that provide ongoing value to new customers through the American Express business suite of products.</p><p><strong>Job Responsibilities</strong></p><ul><li>Partner with Sales, Marketing, and internal partners on targeted accounts to generate strong pipeline</li><li>Leverage various contact methods such as cold calling or in-person meetings to secure profitable sales through self-generated leads</li><li>All prospecting must be facilitated with integrity, and in accordance with our values, with a focus on profitably delivering solutions commensurate with the prospective client’s needs.</li></ul><p><strong>Pipeline management</strong></p><ul><li>Effectively manage a pipeline of prospective AP Automation customers provided by American Express and self-prospect</li><li>Turn leads into prospects (contacts who know you and are willing to share info on available opportunity), follow up with contacts in CRM database, and probe for potential opportunities with the prospects</li></ul><p><strong>Client solution and delivery</strong></p><ul><li>Understand customer requirements and jointly develop solution in accordance with customer requests, bring in product specialists to meet with customer, and continue conversations to understand areas for improvement</li><li>Maintain a high level of knowledge and expertise across all AP Automation software offerings as the expert within American Express</li><li>Coach and train Sales teams to effectively identify opportunities and schedule appointments</li><li>Identify opportunities through needs assessment, serving as a consultant to the customer’s business; recommend the best tools to optimize and improve client’s payment processes</li><li>Coordinate internal resources to ensure smooth delivery of the solution and platform, and implementation</li><li>Drive collaboration across internal stakeholders, i.e., product and marketing teams.</li><li>Manage and execute all key phases of the sales process from sourcing to closing<br><br><br><strong>Compliance</strong><br><br></li><li>Ensure all aspects of the American Express Code of Conduct, and our Business Conduct policies, standards, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements</li></ul><p><strong>Knowledge and Skills</strong></p><ul><li>Consultative selling</li><li>Effectively identifies client needs to configure solutions that address client requirements and deliver value</li><li>Influence &amp; persuasion</li><li>Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services</li><li>Demonstrating value</li><li>Proactively and consistently demonstrates the value of partnering with American Express</li><li>Results focus</li><li>Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks</li><li>Market, industry, &amp; product knowledge</li><li>Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation</li></ul><p><strong>Attributes</strong></p><ul><li>High learning agility</li><li>Intellectually curious</li><li>Collaborative and growth mindset</li><li>Personal accountability</li><li>Compliance focused</li></ul><p><strong>Experience</strong></p><ul><li>Bachelor's degree preferred</li><li>Minimum of 5 years in a direct client facing role with commercial customers</li><li>Experience partnering with clients across various markets / industries</li><li>Experience in a highly regulated industry</li><li>The ability to understand complex technology and articulate it in simple non-technical terms</li><li>Experience working with 3rd party SAAS partnerships to assist with lead generation.</li><li>Solid track record of working with sales process engineering and complex business processes</li><li>Demonstrated ability to work with teams</li><li>Strong working knowledge of AP and ERP solutions and software</li><li>Deep understanding of the overall Procure to Pay processes</li><li>Proficient in discussing and selling in our full AP Automation product suite</li><li>Ability to thrive in highly fluid environments, where technology and processes are always transforming</li><li>Ability to bring along peered stakeholders in an organization from C level to Accounts payable clerk</li><li>Ability to quickly make decisions and drive results in a dynamic and ever-changing environment</li><li>Creative problem-solving skills with track record of overcoming objections to drive growth</li><li>Understanding of risk management decisions and processes</li><li>Ability to lead informally, collaborate and build relationships within and across all levels of the organization (i.e., Product, Marketing, Servicing, Risk, Sales, etc.)</li><li>Strong communication and presentation skills, with the ability to tailor a message to a diverse set of audiences (customer, colleague, business partners, leadership)</li><li>Excels at prioritizing multiple tasks, developing daily, weekly, and monthly call strategies</li><li>Availability to travel up to 10%</li></ul><p>Salary Range: $86,250.00 to $158,250.00 annually + sales incentive + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</p>

American Express

Accounts Payable (AP) Automation Software Regional Manager (Field Sales - Los Angeles)

<h2><strong>Job Summary</strong></h2><p>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;</p><h2><strong>Major Job Responsibilities</strong></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><strong>Qualifications</strong></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><strong>Knowledge, Skills, and Abilities</strong></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>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

5 Sales Jobs in Torrance, CA, USA