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Today
PA

Palo Alto Solutions Consultant - Federal System Integrators United States, Virginia

Limitless High-tech career opportunities - Expoint
Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products. Act as...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As the, you will be the, including full-time employees and/or assigned personnel. You will be responsible for driving leadership over the professional services business and providing strategic and operational oversight to the Senior Managers and regional delivery leaders who report to this role. You will be instrumental in defining thenecessary to scale technical services delivery across key U.S. Federal, State, and Local accounts. This role is highly integrated with the Service Sales, Product Sales, and other Support teams, focusing on building strong, trusted customer relationships and ensuring successful outcomes.


Your Impact

  • Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products.

  • Act as the single point of accountability for technical services, interfacing with GCS, Sales, Product, Engineering, and Partner teams to ensure alignment and delivery of business outcomes.

  • Serve as the Executive Sponsor for strategic US Public Sector accounts, engaging with executive-level customer stakeholders (e.g., CIOs, CISOs) to provide value reviews and resolve high-stakes escalated issues.

  • Build and develop a high-performing team of technical professionals through hiring the best talent in the industry, mentoring/coaching, and performance management in line with the defined capability requirements for the team.

  • Drive and achieve the following business and operational objectives:

    • Maintain consistently high utilization of PS consultants through optimal planning and backlog management.

    • Design and maintain the best resource mix across FTEs and contractors, maximizing quality and agility.

    • Reduce Time to Value (TTV) by accelerating deployment and adoption timelines.

    • Contribute to Service Sales Growth by enabling scalable, value-driven technical offerings.

    • Achieve global target service margin ratios through delivery efficiency and cost control.

    • Build and sustain strong, strategic relationships with subcontractors and delivery partners.

    • Ensure high levels of customer satisfaction (CSAT) through proactive support and continuous improvement.

  • Drive continuous improvement across the delivery of Netsec Professional Services and Customer Success Engineering, through the use of Automation and AI to drive efficiency, quality, and scale.

  • Standardize and continuously optimize the NetSec operating rhythm and delivery practices to improve service health.

  • Represent US Public Sector region at a global level, sharing customer insights, local challenges, and opportunities for regional impact.

  • A significant portion of your impact is external: collaborating with the sales leadership team, product, portfolio, and support teams, where you will act as the Professional Services liaison to enable client success. You will build strong customer relationships and be the point of contact for successfully handling customer escalations to maintain high customer satisfaction.

Your Experience

  • 10+ years of experience in technical services, professional services, customer success, support or related functions within a high-growth SaaS/cloud enterprise environment.
  • 5+ years of experience in a leadership role managing regional teams, including direct and matrixed reporting lines.
  • Demonstrated success in managing performance against KPIs related to deployment, adoption, margin, utilization, and CSAT.
  • Strong foundational understanding of Internet security concepts and products, with a demonstrated knowledge of NGFW and SASE (Secure Access Service Edge) architecture and its components.
  • Demonstrated experience running a profitable Professional Services or Customer Success business , including achieving revenue/margin targets, managing backlog, health and optimizing project closure rates.
  • Skilled in key business systems, including:

    • Experience with Professional Services Automation (PSA) tools (e.g., Clarizen, Certina, Kantata) for tracking metrics like utilization, time-off, and backlog.
    • Experience with Sales Management tools (e.g., Salesforce) for revenue forecasting and pipeline review.
    • Experience with Business Intelligence (BI) tools (e.g., Tableau) for reporting on key operational metrics.
  • Demonstrated ability to manage critical customer escalations effectively and ensure prompt resolution for high-profile clients.
  • Excellent written and verbal communication skills with the ability to clearly articulate complex technical knowledge to non-technical individuals and leadership.
  • Undergraduate degree in a related field (CS, IS, EE, CE, IT, etc.) or commensurate experience.
  • US Government DoD Active Top Secret Clearance or higher.
  • Relevant industry certifications such as CISSP and/or PMP are highly desirable.
  • Background in cybersecurity or enterprise IT preferred.
  • Ability to travel up to 25%+ domestically to customer sites and internal business meetings.

As threats and technology evolve, we stay in step to accomplish our mission. You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised. But you won’t wait for them to be raised, you’ll seek them out, too. We fix and identify technical problems with a pointed focus of providing the best customer support in the industry.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $230000 - $268000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

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EY

EY AI & Machine Learning Engineering Consultant United States, New York, New York

Limitless High-tech career opportunities - Expoint
Researching and implementing scalable AI systems that meet business requirements. Enhancing data pipelines and storage for optimal data accuracy and cleanliness. Monitoring and optimizing learning processes to improve high-performance models....
Description:


AI/Machine Learning Engineer, Senior Consultant


Our Artificial Intelligence and Data team helps apply cutting edge technology and techniques to bring solutions to our clients. As part of that, you'll sit side-by-side with clients and diverse teams from EY to create a well-rounded approach to advising and solving challenging problems, some of which have not been solved before. No two days will be the same, and with constant research and development, you'll find yourself building knowledge that can be applied across a wide range of projects now, and in the future. You'll need to have a passion for continuous learning, stay ahead of the trends, and influence new ways of working so you can position solutions in the most relevant and innovative way for our clients. You can expect heavy client interaction in a fast-paced environment and the opportunity to develop your own career path for your unique skills and ambitions.

As a Senior AI Native Engineer, you will be at the forefront of revolutionizing how businesses leverage artificial intelligence. Your role will involve researching, building, and implementing scalable AI systems that learn and make predictions tailored to diverse business environments, whether in the cloud or on-premises. You will enhance data pipelines to ensure data integrity and optimize learning processes, all while collaborating with a talented team of data and analytics professionals.

Your key responsibilities


In this role, you will contribute significantly to the delivery of innovative AI solutions. You will work with a wide variety of clients to deliver the latest data science and big data technologies. Your teams will design and build scalable solutions that unify, enrich, and derive insights from varied data sources across a broad technology landscape. You will help our clients navigate the complex world of modern data science, analytics, and software engineering. We'll look to you to provide guidance and perform technical development tasks to ensure data science solutions are properly engineered and maintained to support the ongoing business needs of our clients.

You will spend your time on key responsibilities that include:

  • Researching and implementing scalable AI systems that meet business requirements.
  • Enhancing data pipelines and storage for optimal data accuracy and cleanliness.
  • Monitoring and optimizing learning processes to improve high-performance models.
  • This position may have travel requirements as needed to engage with external clients regularly.

Skills and attributes for success


To excel in this role, you will need a blend of technical expertise and interpersonal skills. Your ability to navigate complex challenges and deliver impactful solutions will be essential.

This role will work to deliver tech at speed, innovate at scale and put humans at the center. Provide technical guidance and share knowledge with team members with diverse skills and backgrounds. Consistently deliver quality client services focusing on more complex, judgmental and/or specialized issues surrounding emerging technology. Demonstrate technical capabilities and professional knowledge. Learn about EY and its service lines and actively assess and present ways to apply knowledge and services.

  • Strong analytical and decision-making skills to guide project direction.
  • Proven experience in project management and tracking deliverable completion.
  • Ability to build and maintain relationships with clients and team members.
  • Excellent communication skills to convey complex ideas effectively.

qualify for the role, you must have

  • A Bachelor’s degree required (4-year degree).
  • 3-6 years of full-time working experience in AI and/or Machine Learning
  • Strong skills in Python
  • Ability to collaborate and communicate effectively with diverse, hybrid and global teams
  • Experience designing, building, and maintaining high-impact, high-value production AI/ML solutions on a major cloud platform
  • Proficient in Generative AI models and frameworks (e.g., OpenAI, Dall-e, Langchain, Retrieval Augmented Generation (RAG)) and experienced with ML packages like scikit-learn and PyTorch
  • Experience with natural language processing and deep learning
  • Extensive experience in DevOps tools (GIT, Azure DevOps), Agile methodologies (Jira), and CI/CD pipelines for developing, deploying, and scaling analytical solutions
  • Experience with MLOps and ML workflows, including data ingestion, transformation, and evaluation
  • Experience with model retraining and feedback loop methodologies
  • Experience with model and solution monitoring and reporting
  • Understanding of data structures, data modelling, and software engineering best practices
  • Strong foundation in mathematics, statistics, and operations research, with proficiency in data manipulation tools (SQL, Pandas, Spark) and deep learning techniques
  • Excellent communication skills for conveying findings and recommendations, with a willingness to travel for client engagements

Ideally, you’ll also have

  • Master's degree Computer Science, Mathematics, Physical Sciences, or another quantitative field
  • Experience in hybrid collaboration and emotional agility
  • A track record of working with diverse teams to drive outcomes through complex problem-solving
  • Knowledge of sustainability practices in technology
  • A deep understanding of and ability to teach concepts, tools, features, functions, and benefits of different approaches to apply them
  • Strong skills in languages beyond Python: R, JavaScript, Java, C++, C
  • Experience fine-tuning Generative AI models
  • Experience with image processing techniques and/or speech and audio processing and analysis

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,900 to $176,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $128,400 to $200,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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PA

Palo Alto Principal Consultant DFIR Reactive Services Unit - United States, New York, New York

Limitless High-tech career opportunities - Expoint
Perform reactive incident response functions including but not limited to: host-based analysis functions through investigating Windows, Linux, and Mac OS X systems to identify Indicators of Compromise (IOCs). Examine firewall,...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

This role is client-facing and requires the Principal Consultant to lead and produce deliverables based on reactive services client engagements. The Principal Consultant will work directly with multiple customers and key stakeholders (Admins, C-Suite, etc) to manage incident response engagements and provide guidance on longer term remediation.

Your Impact

  • Perform reactive incident response functions including but not limited to: host-based analysis functions through investigating Windows, Linux, and Mac OS X systems to identify Indicators of Compromise (IOCs)
  • Examine firewall, web, database, and other log sources to identify evidence of malicious activity
  • Investigate data breaches leveraging forensics tools including Encase, FTK, X-Ways, SIFT, Splunk, and other investigation tools to determine source of compromises and malicious activity that occurred in client environments
  • Manage incident response engagements to scope work, guide clients through forensic investigations, contain security incidents, and provide guidance on longer term remediation recommendations
  • Ability to perform travel requirements as needed to meet business demands (on average 20%)
  • Mentorship of team members in incident response and forensics best practices

Your Experience

  • 6+ years of incident response or digital forensics consulting experience with a passion for cyber security
  • Strong leadership skills including experience managing a team or individuals
  • Experience with leading complicated engagements including scoping, interfacing with the client, and have executed on a technical front
  • Proficient with host-based forensics and data breach response
  • Experienced with EnCase, FTK, X-Ways, SIFT, Splunk, Redline, Volatility, WireShark, TCPDump, and open source forensic tools
  • Identified ability to grow into a valuable contributor to the practice and, specifically:

    • have an external presence via public speaking, conferences, and/or publications;

    • have credibility, executive presence, and gravitas;

    • be able to have a meaningful and rapid delivery contribution;

    • have the potential and capacity to understand all aspects of the business and an excellent understanding of PANW products;

    • be collaborative and able to build relationships internally, externally, and across all PANW functions, including the sales team.

  • Incident response consulting experience required
  • Ability to perform travel requirements as needed to meet business demands (on average 20%).
  • Bachelor’s Degree in Information Security, Computer Science, Digital Forensics, Cyber Security or related field

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $151000/YR - $208000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

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EY

EY Risk Analytics Senior Consultant United States, New Mexico

Limitless High-tech career opportunities - Expoint
Accompagnement les clients dans leur initiatives de Data Management : Aider à la conception, définition et mise en œuvre, y compris en établissant des normes et des processus alignés sur...
Description:

C hez EY, nous sommes « All in » pour façonner votre avenir en toute confiance. Ensemble, nous orienterons votre carrière selon vos aspirations. Rejoignez EY et contribuez à construire un monde meilleur.

Notre opportunité

Notre équipe Data & Analytics est composée d’une cinquantaine de consultants aux profils variés, gender-balanced et en pleine croissance.

En travaillant dans une équipe sur les différents métiers IA & Data pour le secteur financier, vous participerez à la réalisation de missions à forte valeur ajoutée auprès de nos clients (gestion de la donnée, gouvernance data, automatisation, architecture, analyse quantitative, datamining, big data, algorithmique, blockchain, intelligence artificielle, digital, …).

Nous rejoindre, c’est aimer travailler en équipe sur des sujets innovants.

Vos principales responsabilités

Selon votre parcours, vos expériences et votre expertise, vous serez amené à apporter vos compétences à des équipes engagées sur des missions de conseil de différentes natures :

  • Accompagnement les clients dans leur initiatives de Data Management : Aider à la conception, définition et mise en œuvre, y compris en établissant des normes et des processus alignés sur les meilleures pratiques du marché.
  • Pilotage des programmes de transformation data : Assurer le respect des délais et des budgets tout en conduisant des projets d’innovation dans le domaine des données.
  • Garantie de la conformité réglementaire : Analyser les exigences spécifiques du secteur, comme Solvabilité 2 et BCBS 239, pour assurer que les pratiques de gestion des données respectent les normes en vigueur.
  • Animation d'ateliers de cocréation : Faciliter des sessions collaboratives pour identifier des cas d’usage Data en lien avec les métiers et créer des réseaux d’acteurs de la gestion des données.
  • Recommandation de solutions technologiques adaptées : Aider au choix des bons outils (BI, MDM, Analytics, Cloud) et soutenir leur mise en œuvre, tout en développant des outils d’aide à la décision dans divers domaines.

Vos compétences pour réussir

  • Une expérience entre 3 et 10 ans sur des problématiques de Data Gouvernance / Data Management , idéalement dans le monde du conseil et en lien avec le secteur de la finance ou de l’assurance .
  • Compétences fonctionnelles et techniques sur les solutions leaders du marché (Informatica, Collibra, Data Galaxy et Alation, ainsi que sur des outils de Data Quality et de Master Data Management).
  • Connaissance des meilleures pratiques de la gouvernance des données (DMBoK) pour assurer une gestion efficace des données.
  • Une connaissance des réglementations de Solvabilité 2 et BCBS 239 est un plus.
  • Une certification Data Management (DCAM, DAMA…) est un plus.

Ce que nous recherchons

  • Un profil curieux et doté d’une bonne culture technologique liée à la data / l’IA : une appétence pour monter en compétence rapidement sur des sujets de transformation et des clients tout aussi variés.
  • Un anglais maîtrisé afin de communiquer avec les équipes EY / nos clients à l’international
  • Un panel de savoir-être : un état d’esprit proactif et critique capable de proposer et challenger des idées, un excellent niveau rédactionnel et une bonne capacité d’analyse et de synthèse pour que les messages soient clairs.
  • Un fort esprit d’équipe tout en faisant preuve d’autonomie ainsi qu’un bon sens du relationnel et une grande capacité d’écoute pour répondre au mieux aux besoins des clients.
  • Vous êtes orienté client et business , sans vous focaliser uniquement sur les aspects techniques, avec une capacité de vulgarisation
  • Être certifié sur une ou des technologies de marché est un plus

Ce que nous vous offrons

  • Le développement de vos compétences et des expériences uniques au sein d’un environnement de travail diversifié et inclusif.
  • Un environnement de travail flexible #Smartworking@EY
  • L’opportunité de découvrir d’autres cultures en travaillant au contact d’équipes connectées à l’échelle mondiale et grâce à nos programmes de mobilité à l’international #Mobility4U.
  • Un package complet : un bonus discrétionnaire annuel, une prime de participation, des RTT, une mutuelle avantageuse, une carte titre-restaurant, le remboursement de votre abonnement de transports en commun à hauteur de 75% ou une aide financière pour l’achat d’un vélo.
  • De nombreux autres avantages : des primes de cooptation, un abonnement sportif Wellpass à tarif préférentiel, l’entrée gratuite aux musées du Louvre et Eugène-Delacroix, un accès privilégié à l’Opéra de Paris.

Etes-vous prêt à façonner votre avenir avec confiance ? Postulez dès aujourd'hui.

Processus de recrutement

Le processus de recrutement est composé de 3 entretiens (RH et métier) dont une étude de cas. Les entretiens, menés à distance et en présentiel, permettent d’échanger sur votre parcours, d’évaluer vos compétences et de répondre à vos questions.

Dans le cadre de sa politique Inclusion, EY étudie, à compétences égales, toutes candidatures dont celles de personnes en situation de handicap.

Présentation de la Service Line :

Les services financiers chez EY (FSO Financial Services Office), c’est une organisation unique parmi les Big four : 1200 personnes dédiées à la banque, l’assurance, la gestion d’actif, les paiements, le private equity , etc. pour des grands groupes internationaux comme des fintech en mode start-up.

Nous sommes la plus grande équipe dédiée au secteur financier sur le marché français répartie à travers les métiers du conseil, de l’audit, des transactions, de la fiscalité et du droit.

EY s'engage à créer de la valeur pour ses clients, ses collaborateurs, la société et la planète, tout en renforçant la confiance dans les marchés financiers. Grâce à la data, à l'intelligence artificielle et aux technologies avancées, les équipes aident les clients façonner l'avenir avec confiance et à développer des solutions pour les enjeux d’aujourd'hui et de demain. Les équipes EY interviennent dans l’audit, le conseil, la fiscalité, la stratégie et les transactions. Fortes d'une expertise sectorielle, d'un réseau multidisciplinaire connecté à l'échelle mondiale et de partenaires d'écosystème diversifiés, les équipes EY interviennent dans plus de 150 pays et territoires.

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BOA

Bank Of America Platform Consultant United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Understand how the platform and technology works; connect capabilities end-to-end. Understand user’s day-to-day Credit/Operations procedures, roles and responsibilities. Partner to define and document platform requirements and solutions. Driving optimized solutions...
Description:

Job Description:

Job Description:
Assists with developing and implementing business strategy through platform development initiatives from idea creation through deployment including identifying customer need, designing and validating concepts, developing business cases, assisting with vendor negotiations and relationships, partnering with technology to analyze and write Business and Functional Requirements documentation, managing to a budget SME in coordinating and developing communications with Marketing and Training, coordinating business and Beta testers, and implementing deliverables. Maintains a thorough knowledge of systems and operations processes for platform supported. Day-to-day responsibilities include maintaining subject matter expertise for platform functionality and resolving chronic service delivery or platform issues identified by client service/support organizations. Works closely with Program Owners, Business Channel leaders, SMEs, Technology, Operations, Client Services, Legal, Compliance Risk, and external suppliers/vendors.

This role on the Product Team will play a critical role in developing, implementing, testing & delivering enhancements to core underwriting and monitoring applications with a focus on testing to ensure we are delivering the highest quality change into our Production environments. Specific roles/responsibilities include:

Core Responsibilities

  • Understand how the platform and technology works; connect capabilities end-to-end

  • Understand user’s day-to-day Credit/Operations procedures, roles and responsibilities

  • Partner to define and document platform requirements and solutions

  • Driving optimized solutions that are effective, and highly efficient and consistent

  • Hold technology accountable for sustainable and flexibly architecture

  • Establish preventative/detective controls to deliver highest quality change

  • Partnering to ensure robust testing and User Acceptance prior to release

Required Qualifications:

  • 5+ years’ experience in Credit Underwriting and/or Monitoring role, and/or very strong knowledge of roles/responsibilities/process through associated experience

  • Experience working on projects which demonstrated proficiency asking great questions, understanding process, defining requirements and associated solutions, and then partnering with Technology

  • Critical thinker that can effectively challenge the status quo and come up with innovative solutions. Great in both the details, and in connecting the higher-level dots end-to-end

  • Proficiency with Microsoft products such as Excel, PowerPoint, Word

  • Self-starter who is highly motivated to learn, grow and develop

  • Strong attention to detail w/ great problem-solving skills

  • Strong written and verbal communication

Desired Qualifications:

  • Experience with data, SQL, business intelligence and/or data science

  • Experience with process and/or systems design

  • Experience with tools such as JIRA/Blueprint for documenting and driving Tech change

  • Experience with Agile Practice

Skills:

  • Attention to Detail

  • Problem Solving

  • Process Effectiveness

  • Production Support

  • Technical Troubleshooting

  • Agile Practices

  • Prioritization

  • Release Management

  • Research

  • Usability Testing

  • Adaptability

  • Change Management

  • Critical Thinking

1st shift (United States of America)

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PA

Palo Alto Solution Consultant United States, California, Los Angeles

Limitless High-tech career opportunities - Expoint
Stay abreast of the latest trends in cloud security and AI/ML. Define product requirements and manage requirements backlog. Run design partner programs to validate new product ideas with customers. Partner...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

  • Stay abreast of the latest trends in cloud security and AI/ML
  • Define product requirements and manage requirements backlog
  • Run design partner programs to validate new product ideas with customers
  • Partner with engineering and DevOps to deliver cloud security solutions on a SaaS platform
  • Enable sales and marketing with market insights and product training
  • Collaborate with customer success and field organization to delight customers
  • Collaborate with other Palo Alto Networks product teams to bring integrated cloud security solutions to market with unique customer value proposition

Your Experience

  • BS/MS in EE or Computer Science preferred or equivalent military experience required
  • 5-7+ years of product management experience, ideally on SaaS products
  • Domain experience in cloud technologies such as AWS, Azure, GCP
  • Domain experience in cybersecurity
  • Domain knowledge of AI/ML technologies
  • Experience in managing products that deal with big data and have great UX design
  • Experience in driving high-velocity product releases using Agile methodology
  • Experience in building products in a hyper-growth market with rapidly changing technology and a competitive landscape
  • Experience in making product decisions based on imperfect market data
  • Excellent written, verbal, and interpersonal skills

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $171,200 - $276,800/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

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BOA

Bank Of America Investment Consultant II - Merrill Premium United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Description:

Job Description:

Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities:

Deliver exceptional service to clients by answering general account inquiries

Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients

Assist clients with brokerage consumer website usage and navigation

Educate potential and existing clients about investment products, services and trading strategies

Research and resolve client requests

Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications:

Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

- Strong analytical and organizational skills

- Detail oriented, with good follow-up skills

- Strong interpersonal skills

- Ability to multi-task in a dynamic environment

- Requires basic knowledge of the organization, products and/or services

- Requires knowledge of financial markets and trading strategies

- Excellent verbal and written communication skills

- Proven ability to meet and exceed productivity and performance goals

- Must be technologically savvy and able to quickly learn new systems

- Must be flexible to work assigned shift within center hours of operation

- Strong desire for point of call resolution

- Focus on client satisfaction

Desired Qualifications:

- Call center experience is preferred but not required

- Previous Brokerage experience is a plus

- 1+ years of financial industry experience


1st shift (United States of America)

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Limitless High-tech career opportunities - Expoint
Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products. Act as...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As the, you will be the, including full-time employees and/or assigned personnel. You will be responsible for driving leadership over the professional services business and providing strategic and operational oversight to the Senior Managers and regional delivery leaders who report to this role. You will be instrumental in defining thenecessary to scale technical services delivery across key U.S. Federal, State, and Local accounts. This role is highly integrated with the Service Sales, Product Sales, and other Support teams, focusing on building strong, trusted customer relationships and ensuring successful outcomes.


Your Impact

  • Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products.

  • Act as the single point of accountability for technical services, interfacing with GCS, Sales, Product, Engineering, and Partner teams to ensure alignment and delivery of business outcomes.

  • Serve as the Executive Sponsor for strategic US Public Sector accounts, engaging with executive-level customer stakeholders (e.g., CIOs, CISOs) to provide value reviews and resolve high-stakes escalated issues.

  • Build and develop a high-performing team of technical professionals through hiring the best talent in the industry, mentoring/coaching, and performance management in line with the defined capability requirements for the team.

  • Drive and achieve the following business and operational objectives:

    • Maintain consistently high utilization of PS consultants through optimal planning and backlog management.

    • Design and maintain the best resource mix across FTEs and contractors, maximizing quality and agility.

    • Reduce Time to Value (TTV) by accelerating deployment and adoption timelines.

    • Contribute to Service Sales Growth by enabling scalable, value-driven technical offerings.

    • Achieve global target service margin ratios through delivery efficiency and cost control.

    • Build and sustain strong, strategic relationships with subcontractors and delivery partners.

    • Ensure high levels of customer satisfaction (CSAT) through proactive support and continuous improvement.

  • Drive continuous improvement across the delivery of Netsec Professional Services and Customer Success Engineering, through the use of Automation and AI to drive efficiency, quality, and scale.

  • Standardize and continuously optimize the NetSec operating rhythm and delivery practices to improve service health.

  • Represent US Public Sector region at a global level, sharing customer insights, local challenges, and opportunities for regional impact.

  • A significant portion of your impact is external: collaborating with the sales leadership team, product, portfolio, and support teams, where you will act as the Professional Services liaison to enable client success. You will build strong customer relationships and be the point of contact for successfully handling customer escalations to maintain high customer satisfaction.

Your Experience

  • 10+ years of experience in technical services, professional services, customer success, support or related functions within a high-growth SaaS/cloud enterprise environment.
  • 5+ years of experience in a leadership role managing regional teams, including direct and matrixed reporting lines.
  • Demonstrated success in managing performance against KPIs related to deployment, adoption, margin, utilization, and CSAT.
  • Strong foundational understanding of Internet security concepts and products, with a demonstrated knowledge of NGFW and SASE (Secure Access Service Edge) architecture and its components.
  • Demonstrated experience running a profitable Professional Services or Customer Success business , including achieving revenue/margin targets, managing backlog, health and optimizing project closure rates.
  • Skilled in key business systems, including:

    • Experience with Professional Services Automation (PSA) tools (e.g., Clarizen, Certina, Kantata) for tracking metrics like utilization, time-off, and backlog.
    • Experience with Sales Management tools (e.g., Salesforce) for revenue forecasting and pipeline review.
    • Experience with Business Intelligence (BI) tools (e.g., Tableau) for reporting on key operational metrics.
  • Demonstrated ability to manage critical customer escalations effectively and ensure prompt resolution for high-profile clients.
  • Excellent written and verbal communication skills with the ability to clearly articulate complex technical knowledge to non-technical individuals and leadership.
  • Undergraduate degree in a related field (CS, IS, EE, CE, IT, etc.) or commensurate experience.
  • US Government DoD Active Top Secret Clearance or higher.
  • Relevant industry certifications such as CISSP and/or PMP are highly desirable.
  • Background in cybersecurity or enterprise IT preferred.
  • Ability to travel up to 25%+ domestically to customer sites and internal business meetings.

As threats and technology evolve, we stay in step to accomplish our mission. You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised. But you won’t wait for them to be raised, you’ll seek them out, too. We fix and identify technical problems with a pointed focus of providing the best customer support in the industry.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $230000 - $268000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

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Do you have a knack for solving problems and helping others find success? As an Implementation Consultant on the tech landscape, you can make a real difference for Expoint's users. In this role, you'll be key to the success of our product by providing expertise and technical guidance to our clients in order to ensure that the functionality and integration of our platform is running smoothly. You'll be part of a team of technical professionals whose mission is to ensure a successful onboarding experience and ensure that all of our clients are receiving superior service. As a technical problem-solver, you will provide a range of services, including strategic consulting, software installation and configuration, user training, and system optimization. Additionally, you'll utilize your knowledge of related products and services to provide informed solutions that fill the needs of our clients. This role requires both in-depth technical knowledge, as well as creative thinking and problem-solving abilities. You will need to stay ahead of the curve when it comes to both new technologies and industry trends, and be able to help clients integrate those into their business. Communication skills will be key as you'll be responsible for facilitating dialogue between the technical and non-technical teams, in order to ensure a successful overall implementation. Successful candidates will have 3+ years of experience as either an implementation consultant, software engineer, or related position, and proficiency in both SQL and Object-Oriented Programing. If this technical challenge appeals to you, consider joining the Expoint team and become a leader in the tech world.