Financial Manager jobs in United States, Minnesota, Saint Paul

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.

• Must be self-disciplined in managing time and capacity.

• Experience in cultivating client relationships, accessing needs and recommending solutions.

• Success creating strong peer relationships through effective communication and collaboration.

• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

• Executes multiple tasks simultaneously.

• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.

• Must be self-disciplined in managing time and capacity.

• Experience in cultivating client relationships, accessing needs and recommending solutions.

• Success creating strong peer relationships through effective communication and collaboration.

• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

• Executes multiple tasks simultaneously.

• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

About the job:

The program manager will be responsible for executing the tooling strategy and management system for the Red Hat Tech Sales Practices team. This role will align very closely to the regional and global Red Hat tech sales functions, as well as APM and Operations team. You will be responsible for leading the adoption management system: Defining metrics, target methodology, and reporting process. This includes developing reports and analyzing data sets to provide guidance to our APM and Operations team. You will be responsible for leading the strategy definition and facilitating execution around tooling to make the Tech Sales team more productive, with a focus on Red Hat Sales Cloud.. This includes preparing briefings to senior leadership, aligning stakeholders, facilitating decision-making, tracking and reporting progress, and identifying and mitigating risks. Being highly organized is a must as you will be managing multiple initiatives at a time. You’ll need to have clear written and verbal communication and documented planning skills to succeed in this role.

This position has a direct reporting structure to the Global Sr Director, Tech Sales Practices.

What you will do:

• Execute the Productivity and Tooling strategy to ensure SA&A associates and leaders are able to efficiently execute their role.

• Use of Red Hat Sales Cloud, analytics tools and AI to solve tech sales challenges.

• Ensure the defined management system and metrics are consistently executed across all regions, focusing on product adoption

• Provide data analytics and insights to leadership

• Identify and execute task automation to make the tech sales more efficient

SUCCESS MEASURES AND KPIs

• Increased product consumption and adoption maturity

• Account Revenue Growth

What you will bring:

• Analytical and process-oriented mindset; ability to mine data to make data-driven decisions

• Experience with account management tooling, eg Red Hat Sales Cloud

• Experience with reporting and analytics tooling, eg, Snowflake, Tableau, Smartsheet

• Experience and tenacity to drive transformational change through a large, worldwide organization

• Demonstrated ability to work in a distributed, multicultural organization in a global and geo matrix.

• Very organized with strong project management skills; ability to implement structure (processes, frameworks) into daily functions

• Comfortable managing and solving complex business problems with no clear solution

• Strong communication skills, both oral and written and presentation skills

• Customer service focus, including the ability to deliver multiple priority projects with high customer satisfaction in a rapidly changing environment.

The salary range for this position is $86,770.00 - $138,850.00. Actual offer will be based on your qualifications.

Pay Transparency

● Comprehensive medical, dental, and vision coverage

● Flexible Spending Account - healthcare and dependent care

● Health Savings Account - high deductible medical plan

● Retirement 401(k) with employer match

● Paid time off and holidays

● Paid parental leave plans for all new parents

● Leave benefits including disability, paid family medical leave, and paid military leave

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills​

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent

What You Will Do

• Support enterprise customers implementing Red Hat Ansible Automated Platform solutions

• Serve as the primary customer advocate within Red Hat, facilitating communication and collaboration across teams

• Deliver Red Hat portfolio roadmap updates and assist customers with product upgrades and implementation

• Rapidly learn and stay current with new technologies, including container orchestration, registries, build strategies, microservices, and automation environments

• Specialize in Ansible Automation Platform, providing expertise on its implementation and use

• Perform technical reviews to proactively identify and prevent issues, sharing knowledge across teams

• Gain a comprehensive understanding of the customer's technical infrastructures, environments, hardware, and product usage

• Investigate and respond to support requests via various channels, including online, phone, video call, chat, etc.

• Provide strategic advice and guidance on current and future Red Hat products and solutions

• Manage customer cases, maintaining clear and concise documentation

• Collaborate with engineering, R&D, product management, and technical support teams

• Create and maintain technical documentation for issue resolution and knowledge sharing

• Manage and grow customer relationships through attentive, relationship-based support

• Visit customer sites as needed and ensure exceptional service experience

What You Will Bring

• Experience in a technical support, software development or engineering, or quality assurance organization

• Extensive technical knowledge of Red Hat Ansible Automated Platform and similar automation technologies, including Chef, Puppet, SaltStack, etc; broad knowledge of automation practices and principles

• Experience with configuration management, application deployment, and infrastructure orchestration technologies

• Ability to manage and grow existing customer relationships by delivering proactive, relationship-based support

• Outstanding verbal and written communication skills

• Ability to convey complex information to customers clearly and concisely

• Ability to manage multiple issues and projects

• Bachelor's degree in a technology-related discipline is preferred

• Residence within the U.S. Central or Eastern Time Zone

• Software engineering background; experience with RPM-based Linux technologies

• Experience with Linux system administration, preferably Red Hat Enterprise Linux (RHEL) or a derivative is preferred

• Experience working in DevOps environments preferred

• Experience with container technologies such as Docker, Podman, and Kubernetes preferred

• Experience deploying applications in cloud environments and developing containerized applications a plus

• Good comprehension of continuous integration (CI) and continuous delivery (CD) concepts preferred

• Familiarity with source code management tools like Git or Apache Subversion (SVN) a plus

The salary range for this position is $94,550.00 - $151,170.00. Actual offer will be based on your qualifications.

Pay Transparency

● Comprehensive medical, dental, and vision coverage

● Flexible Spending Account - healthcare and dependent care

● Health Savings Account - high deductible medical plan

● Retirement 401(k) with employer match

● Paid time off and holidays

● Paid parental leave plans for all new parents

● Leave benefits including disability, paid family medical leave, and paid military leave

What You Will Do

• Support enterprise customers in implementing automated and containerized cloud application platform solutions

• Learn new technologies quickly, including topics like container orchestration, container registries, container build strategies, and microservices on container platforms

• Develop relationships with key business and IT stakeholders and become an expert on a customer’s implementation by understanding their top business goals and priorities

• Perform technical reviews and share knowledge to proactively identify and prevent issues

• Gain understanding of customer technical infrastructures, hardware, and offerings and serve as a customer advocate within Red Hat

• Collaborate with the engineering, research and development, product management, and technical support teams

• Create customer engagement plans and keep the documentation on the customer's environment updated

• Create documentation regarding customer issues and technical details on how to resolve them

• Manage and grow customer relationships by delivering attentive, relationship-based support

• Build trust with customers and serve as their advocate within Red Hat

• Forewarn customers of technology changes or potential disruptions to their service and advice on mitigation strategies.

• Provide advice and guidance to customers about their current and future Red Hat products

• Troubleshoot technical issues and drive issue escalation with Red Hat and customer teams

• Complete analysis and present periodic reviews of operational performance to customer leadership

• Communicate how specific Red Hat cloud solutions and our cloud roadmap align to customer use cases

• Travel occasionally to visit regional customers

What You Will Bring

• 5+ years of experience working in a support, development, engineering, IT, or a quality assurance organization

• Administration experience with Platform-as-a-Service (PaaS) cloud solutions like Red Hat OpenShift Container Platform

• Expertise in enterprise cloud solutions like Platform-as-a-Service (PaaS), containers, Kubernetes, cloud management, and IT automation

• Ability to manage and grow existing enterprise customer relationships by delivering proactive, relationship-based support

• Competent comprehension of enterprise architecture and strategic business drivers

• Ability to manage multiple issues and projects with shifting priorities and timelines

• Outstanding written and verbal communication skills and ability to convey complex information to customers clearly and concisely in English

• Ability to travel for customer visits and events within the region

• Bachelor's degree or an equivalent in a technology-related discipline, ideally computer science or engineering is a plus

• Good comprehension of continuous integration (CI) and continuous delivery (CD) concepts a plus

• Red Hat Certified Engineer (RHCE) a plus

The salary range for this position is $94,550.00 - $151,170.00. Actual offer will be based on your qualifications.

Pay Transparency

● Comprehensive medical, dental, and vision coverage

● Flexible Spending Account - healthcare and dependent care

● Health Savings Account - high deductible medical plan

● Retirement 401(k) with employer match

● Paid time off and holidays

● Paid parental leave plans for all new parents

● Leave benefits including disability, paid family medical leave, and paid military leave