Current jobs related to VP, Account Leader - durham - Fidelity TalentSource LLC

  • VP, State Partnerships, Growth

    1 week ago

    Durham, United States MetaMetrics, Inc Full time

    Description:MetaMetrics currently has over 20 state customer partnerships. The VP, State Partnerships, Growth is responsible for prospecting, nurturing, and closing new state government business (B2G) on behalf of MetaMetrics. The VP of State Partnerships role is responsible for expanding MetaMetrics' business in new states, as well as leading go to market...

  • Investment Accounting Leader

    20 hours ago

    Durham, North Carolina, United States Aspida Financial Services LLC Full time

    Key Responsibilities">">Lead a team of professionals responsible for managing investment closing, accounting, analysis, and financial reporting for investment results in multiple regulatory jurisdictions.">Provide accounting guidance to investment managers on complex and emerging issues, including GAAP/STAT and state/Bermuda regulations.">Develop processes...

  • Account Executive, New Partnerships

    3 days ago

    Durham, United States MetaMetrics Full time

    Job Type Full-timeDescriptionMetaMetrics currently works with over 100 EdTech and publishing companies across the US. As an Account Executive (AE), the candidate is responsible for identifying and closing new B2B sales opportunities within the educator sector, as well as nurturing relationships. The AE role will expand MetaMetrics' reach via new B2B...

  • Account Executive, New Partnerships

    2 weeks ago

    Durham, United States MetaMetrics, Inc Full time

    Job DescriptionJob DescriptionDescription:MetaMetrics currently works with over 100 EdTech and publishing companies across the US. As an Account Executive (AE), the candidate is responsible for identifying and closing new B2B sales opportunities within the educator sector, as well as nurturing relationships. The AE role will expand MetaMetrics' reach via...

  • Account Executive, New Partnerships

    4 days ago

    Durham, United States MetaMetrics Full time

    Job Type Full-time Description MetaMetrics currently works with over 100 EdTech and publishing companies across the US. As an Account Executive (AE), the candidate is responsible for identifying and closing new B2B sales opportunities within the educator sector, as well as nurturing relationships. The AE role will expand MetaMetrics' reach via new B2B...

  • VP of Product Design and Development

    1 week ago

    Durham, United States Nugget Full time

    Job DescriptionJob DescriptionTeam: ProductClassification: Exempt Job Type: Salary, Full-timeLocation: Hybrid - Raleigh-Durham, NC or Atlanta, GAAnnual Salary: $$220,900-$245,500*OVERVIEW:Nugget® is looking for an innovator with an artful touch and structured approach to lead and grow our Product Design and Development team as the new VP of Product Design...

  • Senior Accountant

    4 days ago

    Durham, United States Duke Corporate Education Full time

    At Duke Corporate Education (Duke CE), we empower leaders at all levels to be catalysts of change in their organizations and, ultimately, in society. Duke CE is the premier global provider of leadership solutions in context, consistently top-ranked by the Financial Times. We embrace our clients' challenges as our own, designing and delivering advisory...

  • Shift Leader

    4 days ago

    Durham, United States Insomnia Cookies Full time

    As a Shift Leader at our Duke store located at 1105 W Main St, Durham NC 27701, you are the captain of our bakery day or night! You understand what it takes to "Own the Night" (and beyond), by predicting the flow of business during a successful shift. Your hands-on leadership style should not only include building orders, suggestive selling, baking, and...

  • Accountant III:

    3 days ago

    Durham, United States Akraya Full time

    Primaru Skills: GAAP (Expert), SOX (Expert), ERP (Intermediate), AP/AR/GL (Expert), Accounting (Expert) Contract Type: W2 Duration: 6 Months Location: Durham, NC - 27703 (Onsite) Pay Range: $36 - $40 per hour Job Summary: We are seeking a diligent Financial Analyst with robust experience in corporate accounting to join our team. The ideal candidate will be...

  • Account Manager

    2 weeks ago

    Durham, United States bioMerieux Inc. Full time

    Description The Account Manager is responsible for maintaining and growing the Microbiology, Immunoassay, Molecular and Vision Suite customer base. This role will focus on creating new business opportunities through the placement of instruments, reagents and services leading to increased revenues for the company within a designated Region. The Account...

  • Accountant III

    2 days ago

    Durham, United States Thermo Fisher Scientific Full time

    Work Schedule First Shift (Days) Environmental Conditions Office Job Description Our Finance teams at Thermo Fisher Scientific play a vital role in making informed decisions and maintaining our position as a trusted industry leader. We have a wide range of Finance functions, including Financial Planning & Analysis, Tax, Treasury, Financial Reporting,...

  • Shift Leader

    4 days ago

    Durham, United States Biscuitville Full time

    Job DetailsLevel Experienced Job Location 160 - Durham, NC Position Type Full Time Education Level High School Salary Range $14.00 - $16.00 Hourly Travel Percentage Up to 25% Job Shift 4:00am - 3:00pm Job Category Restaurant Operations DescriptionWe are seeking "guest-obsessed" Shift Leaders to join our family! At Biscuitville FRESH SOUTHERN®, we hire...

  • Accounts Payable Leadership Position

    4 days ago

    Durham, North Carolina, United States PowerSecure International Full time

    About UsPowerSecure International is a leading provider of energy solutions and services. We offer a dynamic and challenging work environment, with opportunities for career growth and development. Our company values diversity, inclusion, and teamwork, and we strive to create a positive and supportive work culture.Job SummaryWe are seeking an experienced...

  • HR Account Manager

    4 days ago

    Durham, United States Randstad Full time

    SUMMARY:Randstad, the global leader in HR solutions, is hiring an Account Manager to join our MSP program. In this full-time onsite role, you will act as a dedicated Account Manager and main point-of-contact for our biotech client. The role is responsible for requisition fulfillment and relationship management with staffing suppliers and hiring managers to...

  • HR Account Manager

    3 days ago

    Durham, United States Randstad Full time

    SUMMARY:Randstad, the global leader in HR solutions, is hiring an Account Manager to join our MSP program. In this full-time onsite role, you will act as a dedicated Account Manager and main point-of-contact for our biotech client. The role is responsible for requisition fulfillment and relationship management with staffing suppliers and hiring managers to...

  • Customer Success Leader

    3 weeks ago

    Durham, North Carolina, United States Net Friends, Inc. Full time

    Job Title: Customer Success LeaderWe are seeking a skilled Customer Success Leader to join our team at Net Friends, Inc. As a key member of our Customer Success Team, you will be responsible for building and maintaining strong relationships with our clients. Your primary goal will be to deliver exceptional customer service, ensuring that our clients receive...

  • Renewable Energy Portfolio Leader

    21 hours ago

    Durham, North Carolina, United States Strata Solar LLC Full time

    Job SummaryWe are looking for a highly motivated Renewable Energy Portfolio Leader to oversee the development and implementation of asset management strategies within our asset management framework.Key AccountabilitiesActively manage a portfolio of renewable energy assets throughout their lifecycle.Develop and drive individual project and portfolio P&L...

  • Associate Team Leader

    7 days ago

    Durham, United States H&R Block Full time

    552783BR Title: Associate Team Leader Our Company : At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive...

  • Senior Account Growth Manager

    4 days ago

    Durham, North Carolina, United States Jaggaer Full time

    About UsJaggaer is a global leader in spend management solutions, helping organizations optimize their procurement processes and achieve greater efficiency and cost savings.Job SummaryWe are seeking a Senior Account Growth Manager to join our sales team and drive revenue expansion through strategic account planning and execution. As a key member of our team,...

  • Team Leader

    7 days ago

    Durham, United States AISIN North Carolina Corporation Full time

    At Aisin North Carolina (ANC), the phrase "We Touch the Future" isn't just a slogan. Our commitment to the future extends not only to our products, but also to our team members, the community and the environment. ANC is a $1.1billion Tier 1 automotive manufacturer of transmissions and components. ANC's corporate office and primary assembly, machining, and...

VP, Account Leader

1 month ago

durham, United States Fidelity TalentSource LLC Full time
p>
Job Description:


Ideal candidate will working remotely from North Carolina, South Carolina or Virginia in order to provide optimal client support. The Purpose of Your Role:

VP, Workplace Regional Leader role will be responsible for exceeding defined targets while maintaining high client satisfaction levels and adhering to all regulatory compliance requirements.\u00A0 It will also be your responsibility to observe and coach your associates as they deliver education and guidance via\u00A0on site one-on-one appointments, on site workshops, virtual one on one appointments, and virtual workshops with participants in various employer sponsored plans.\u00A0 You will lead you team in partnering with Relationship Management and working with Plan Sponsors to uncover needs, deliver solutions and support a feedback loop that drives continuous improvement.

How Your Work Impacts the Organization:

As a Workplace Regional Leader within the Tax-Exempt Market and Retirement Solutions Organization, you re leading a field-based team tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. Your organization is providing value to Fidelity in a variety of ways to include, increasing cash flow through increasing employee deferrals, and delivering crossover customers that create Personal & Workplace Investment flows.

The Expertise We re Looking For:
  • Series 7, 63 & 65/66 and Insurance licenses required
  • Bachelor s Degree\u00A0required, Master s Degree preferred & CFP certification preferred
  • Series 9/10 and/ or 24 license required
  • Minimum of 7-10 years of experience in the financial services industry
  • Minimum of 5 years of proven sales management experience and proven track record of exceeding team sales targets
  • Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues.The Skills You Bring:
    • A process to coach and develop your associates
    • Proven sales success utilizing a consultative sales process
    • Exceptional presentation skills and ability to engage an audience
    • Financial Services and Institutional Retirement Plan experience
    • In-depth knowledge of the objectives, features, and benefits of Fidelity's solutions
    • Self-motivated, team player
    • Comfort with frequent travel, up to 75%
    • Exceptional relationship management skills

    The Value You Deliver:

    • Coaching Educators and Planners to deliver fundamental or, as appropriate, complex guidance to workplace plan participants through face-to-face and virtual meeting observations utilizing Fidelity s suite of tools
    • Executing an action plan to train your team and ensure your associates maintain a thorough knowledge of Fidelity s product offering while providing a\u00A0broad range of guidance services to our individual participants to foster asset retention and growth
    • Utilizing your in-depth knowledge of your region s opportunities and challenges, you are consistently reviewing regional coverage needs and aligning the appropriate resources to meet the plan need/opportunity
    • Ensuring strong partnerships with Relationship Management and other business partners to achieve client satisfaction and loyalty measures as determined by the business unit


    Certifications:
    Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 24 - FINRA, Series 63 - FINRA, Series 66 - FINRA

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

    Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.