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Yesterday
EY

EY Alliance Sales Executive Associate Director United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
12 to15+ years of quota carrying sales experience in professional services, solutions, and technology. Direct and MSFT channel sales experience. Experience selling enterprise solutions to Consumer Products and Retail clients....
Description:

Your key responsibilities

As a MSFT Alliance SE, you’ll be responsible for leading the Alliance sales activity by delivering against defined sales and pipeline targets. You’ll build relationships with top priority clients for joint alliance pursuits and drive sales directly in the market. You’ll be a subject matter expert on the alliance program, MSFT powered transformations and solutions and the joint EY-MSFT value proposition. You will have expertise and experience in MSFT technologies, working with the MSFT channel teams on sales & GTM motions, developing/maintaining relevant alliance partner relationships and able to lead pursuits independently through qualification phase if needed. Your time will be primarily focused on external selling, actively engaging with MSFT, your client(s) and EY account and industry leadership

To qualify for the role, you must have

  • 12 to15+ years of quota carrying sales experience in professional services, solutions, and technology.
  • Direct and MSFT channel sales experience
  • Experience selling enterprise solutions to Consumer Products and Retail clients.
  • Services sales experience working at Big 4 firm or other GSI.
  • Knowledge and expertise across top Microsoft technologies including but not limited to Azure/cloud, Data & AI, cyber and Power Platforms
  • Expert client management and relationship skills, strong executive presence, and expertise in influencing without authority.
  • Expert knowledge of EY’s Alliances, products and services
  • Solid understanding of the marketplace/industry, competitive intel, and target account profiles information
  • Strong ability to handle and resolve conflict.
  • A University/bachelor’s degree

Ideally, you’ll also have

  • Technical IT background and/ or delivery management leadership experience
  • Strong coaching and mentoring skills
  • Team selling experience.
  • Ability to travel.

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 $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. 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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Yesterday
EY

EY Legislative & Regulatory Policy Assistant Director Associate United States, District of Columbia, Washington

Limitless High-tech career opportunities - Expoint
Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders. Develop subject matter expertise in policy areas critical...
Description:

Legislative & Regulatory Policy, Assistant Director or Associate Director

As a Legislative & Regulatory Policy Assistant Director or Associate Director, you’ll be responsible for assisting the legislative and regulatory teams within the Office of Public Policy; monitoring, communicating, and shaping legislative and public policy activity. Must have demonstrated experience understanding policy-making processes and ability to develop written content for internal use in a fast-paced, deadline-oriented environment. Also must have strong professional networking and public policy advocacy skills.

Your key responsibilities

  • Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders.
  • Develop subject matter expertise in policy areas critical to the firm, including covering congressional hearings and other related events as warranted.
  • Produces written deliverables for internal use and distribution.
  • At times, assists EY legislative team and/or EYPAC representative in political activities relevant to the firm’s priorities.
  • Responsible for communications distribution channel management.

Skills and attributes for success

  • Demonstrated understanding of US congressional and administration policy-making processes, including an understanding of the roles and decision makers in the Executive agencies, the White House, the Senate and the House, as well as the role of think tanks and associations.
  • Proven research, writing and editing skills.
  • Ability to work under tight deadlines.
  • Able to learn and utilize communication tools and techniques available within the firm
  • Ability to work with minimal supervision in a fast-paced, deadline-oriented environment
  • Receives general supervision and works independently within the area of expertise.
  • Must be able to independently monitor events, understand critical points and summarize for distribution within EY.
  • Through monitoring of legislative and public policy issues that affect the profession, be able to anticipate policy trends and help formulate advocacy strategies.

To qualify for the role, you must have

  • A Bachelor’s degree or equivalent experience
  • 8-10 plus years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Assistant Director rank.
  • 10-12 plus years of experience years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Associate Director rank.
  • Must be able to attend EY and client events some evenings and weekends.
  • Ability to work in the EY Washington DC office multiple days a week.

Ideally, you’ll also have

  • Financial services policy experience a plus.

What we look for

We’re interested in individuals with an inquisitive and agile mind and a broad and extensive knowledge of public policy. If you’re aiming to develop and implement policy strategy and influence change, all while developing your own career, this role is for you.

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 $105,200 to $196,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,200 to $223,500. 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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Yesterday
EY

EY Senior Commercialization Architect Associate Director United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
Provide leadership, execution and accountability of the product and service commercialization factory including connecting the product, monetization, pricing and commercial models across Top End Audit, Transformations, Managed Services, and other...
Description:

Senior Commercialization Architect, Associate Director

Supporting the commercialization process, the role builds the frameworks, processes, methods, tools, and governance to facilitate the Go-To-Market (GTM) monetization transformation from input‑based, effort-driven, cost‑plus margin monetization into client value‑driven, output- and outcome‑based models, that appropriately share in all sources of value: efficiency, effectivness and enablement. The role leverages deep knowledge of product‑led growth (PLG) motions for digital/AI-native/tech-native/standardized products such as GBB (Good, Better, Best), free trial, and upsell/cross-sell and sales‑led growth (SLG) motions for services-oriented engagements such ROI calculators and value tables, when combined with historical professional services GTM motions, creates new, innovative, market leading positioning, packaging and monetization that accelerates our firm’s profitable growth ambitions.

Your key responsibilities

  • Provide leadership, execution and accountability of the product and service commercialization factory including connecting the product, monetization, pricing and commercial models across Top End Audit, Transformations, Managed Services, and other business models, as needed.
  • Create clarity from ambiguity, working with minimal data and available information, uncover leverage point(s) early in the commercialization process to swiftly identify, position, and monetize client value in support of accelerating profitable growth (increased revenue, expanded margins, improved win rates)
  • Identify and align the value metric (business impact the client receives by using the product or service), the usage metric (the amount of product or service consumed by the client), and the pricing metric (how the client is invoiced, how the total price is calculated) in a way that meets the criteria of: easily definable, consistently measurable, high client demand, high expectation to pay, and high metric density
  • Facilitate service decomposition, breaking down complex, customized, SMR-led services into configurable, modular components with defined, standard deliverables by mapping out steps in the solution value chain (inputs, activities, outputs, and outcomes) enabling monetization model maturity assessment, selection, activation, and adoption across the business
  • Define, iterate, and refine the price list for an assigned set of products/services including the monetization model, monetization metric(s), price point(s), structured/sales discounts and incentives, client value tables, associated terms and conditions, and other related items, to increase price realization, reduce discounting/margin leakage, and increasing win rate
  • Build trust-based relationships and influence decision making across internal and client stakeholders contributing to positive sum outcomes that unlock/expand client value, improve EY win rates, increase EY revenues and expand EY margins

Skills and attributes for success

  • Fluent in all aspects of cost, competitor, client willingness to pay- and client value-driven pricing strategies and how these come together in EY’s primary market pricing games of custom, power, choice and value, considering the consolidation/fragmentation of buyers, competitor offer intensity, and choice architecture to influence client decision making
  • Proven track record designing, modelling, shaping and structuring Top-end audit, transformations, and managed services utilizing innovative monetization and commercialization approaches aligned with the client’s value chain
  • Robust knowledge of behavioral science such as prospect theory, loss aversion, anchoring and adjustment, cognitive load, framing, and choice architecture (options)
  • Able to simplify the complex, establish credibility quickly and swiftly build trust-based influence with senior stakeholders while navigating the availability of limited/ambiguous information
  • Collaborate effectively across a matrix organization showcasing pursuit and relationship management skills to deliver a high-quality work product while navigating conflicting interests

To qualify for the role you must have

  • 12+ years of experience in professional services pricing/commercials, strategy consulting, corporate development and/or SaaS/Product commercialization
  • Expert proficiency in financial modelling, monetization, pricing, accounting, budgeting and associated metrics
  • Knowledge of qualitative and quantitative price setting and optimization techniques such as A/B testing, conjoint analysis, Gabor-Granger, Price Elasticity of Demand, Van Westendorp, and price laddering
  • University/Bachelors’ degree or equivalent qualification required

Ideally, you’ll also have:

  • MBA or master’s degree (or equivalent qualification) in Business or related field preferred
  • As the job involves responding to clients' needs and varying time zones, flexible hours are regularly required
  • Limited to moderate travel will be required

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 $181,800 to $350,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $218,200 to $397,700. 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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Yesterday
EY

EY Alliance Sales Executive Associate Director - IBM Financial ... United States, New York, New York

Limitless High-tech career opportunities - Expoint
10-12 years of quota carrying sales experience in professional services, solutions, and technology. Direct enterprise and alliance channel sales experience. Experience selling enterprise solutions to Financial Services organizations (Banking, Capital...
Description:

Your key responsibilities

As an IBM Alliance SE, you’ll be responsible for leading Alliance sales activity by delivering against defined sales and pipeline targets. You’ll build relationships with top priority clients for joint alliance pursuits and drive sales directly in the market. You’ll be a subject matter expert on the alliance program; IBM powered transformations and solutions and joint EY-IBM value proposition. You will have expertise and experience in the IBM platform and solutions including but not limited to: Apptio, Watson, RedHat, SW AG and Hashicorp, their sales & GTM motions, developing/ maintaining relevant alliance partner relationships and able to lead pursuits independently through qualification phase if needed. Your time will be primarily focused on external selling, actively engaging with IBM, your client(s) and EY account and industry leadership.

To qualify for the role, you must have

  • 10-12 years of quota carrying sales experience in professional services, solutions, and technology.
  • Direct enterprise and alliance channel sales experience
  • Experience selling enterprise solutions to Financial Services organizations (Banking, Capital Markets, Insurance and Wealth and Asset Management)
  • Services sales experience working at a Big 4 firm. Accenture, IBM or other GSI
  • Experience teaming with other system integrators around joint services solutions.
  • Knowledge and expertise of IBM technology solutions and platforms
  • A proven record of selling complex digital, technology and/or managed services solutions to the "C" level of Fortune 500 companies.
  • Expert client management and relationship skills, strong executive presence, and expertise in influencing without authority.
  • Knowledge of EY’s Alliances, products and services
  • Solid understanding of the marketplace/industry, competitive intel, and target account profiles information
  • Strong knowledge of current and emerging sales tools, methodologies and go-to-market models including social media.
  • Strong sector or technical content expertise
  • Strong ability to manage and resolve conflict.
  • A University/bachelor’s degree

Ideally, you’ll also have

  • An advanced degree or MBA
  • Technical IT background
  • Delivery management leadership experience
  • Selling experience with IBM’s recent acquisitions (Redhat, Apptio, SW AG, Hashicorp) solutions
  • AI solution selling experience, ideally with IBM watsonx products.
  • Joint services experience.
  • Strong coaching and mentoring skills
  • Team selling experience.
  • Ability to travel.

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 $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. 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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Yesterday
EY

EY EY-Parthenon - Corporate Finance EY Infrastructure Advisory ... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects. Perform research, financial analysis and modeling. Demonstrate an understanding of capital project/program funding, financing...
Description:

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

EYIA advises clients on finance, funding, strategy, procurement and public-private partnerships (PPPs) for large-scale infrastructure projects. Our work spans transportation, public buildings/campuses, renewable power, water and other utilities, communications, and resiliency/flood prevention, and other types of essential infrastructure. EYIA and its professionals are registered with the SEC and MSRB to serve as municipal advisors when we advise state and local government clients. You have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. EYIA and its professionals are registered with the SEC and MSRB to serve as municipal advisors when we advise state and local government clients.

Your key responsibilities

As an Associate within Infrastructure Advisory you are likely to spend your day supporting the team in endeavors, to assist clients in developing programs and to advance much-needed improvements into construction and operations, as effectively and efficiently as possible.

Skills and attributes for success

  • Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects.
  • Perform research, financial analysis and modeling.
  • Demonstrate an understanding of capital project/program funding, financing and delivery mechanisms at the local, state and national levels to support analysis of client projects.
  • Provide project and program management assistance to clients and project teams on large projects.
  • Participate in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients.
  • Participate in meetings with assigned clients, as well as interested third parties.
  • Contribute to writing and developing key work products, including briefing memoranda, notes, reports, presentations and financial analysis.
  • Assist with market tracking and research, business development, proposal writing and creation of marketing materials.
  • Develop and mentor team members at the staff and intern levels.

To qualify for the role you must have

  • A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1–2 years of related work experience.
  • Proven quantitative analytical capabilities.
  • Outstanding critical thinking skills.
  • Outstanding communication, writing and organizational skills.
  • Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector.
  • The ability and willingness to travel and work in excess of standard hours when necessary.

have

  • Outstanding critical thinking skills with the ability to solve unstructured problems.
  • Outstanding communication, writing and organizational skills.
  • Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector.
  • Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for public-private partnerships (PPPs) for large-scale infrastructure projects. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients' goals.


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 $98,900 to $181,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $118,800 to $206,100. 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.


EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

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Yesterday
EY

EY Sector Growth Sr Specialist - Telecommunications Associate D... United States, New Jersey

Limitless High-tech career opportunities - Expoint
Connect and collaborate: Be ‘the glue’ driving close connectivity and collaboration across the Sector, Super Region (SR), and Service Line (SL) teams and ensure alignment with global and SR enablement...
Description:

The position reports to the Global Industry Strategy & Execution Lead. This is a permanent role.

Your key responsibilities

  • Connect and collaborate: Be ‘the glue’ driving close connectivity and collaboration across the Sector, Super Region (SR), and Service Line (SL) teams and ensure alignment with global and SR enablement teams. Cultivate community engagement with the GCSPs that supports a view of client demand and buy in of prioritized accounts to drive growth of the Sector.
  • Drive growth of Strategic and Premier Accounts: Work closely with GCSPs of the strategically important accounts in driving solutions and campaigns to fuel growth, while converting opportunities to wins for replication by strengthening relationships and working closely with SL and Region Account / Pursuit teams.
  • Facilitate and drive execution: Support the shaping of the vision and ambition for the Sector in collaboration with the Global Sector Leader (GSL), SR Sector Leaders and SL representatives and drive end to end execution; Support the activities of the Sector Board ensuring disciplined and impactful board management. Understand and monitor macro-trends for the Sector and orchestrate the strategic planning cycle to drive growth, support prioritization and timely deployment of solutions, accounts and capital.
  • Go-to-Market & ‘Big Bet’ Activation: Support GtM and operations teams to ensure effective delivery of the GtM strategy and execute Sector big bets and alliance initiatives. Involved in supporting capital allocation ensuring investments are prioritized against the Sector strategy to drive growth.
  • Brand & Market Reputation: Jointly support with BMC and Insights, the right market reputation for the Sector including sector analyst relations and foster relationships with external parties to support EY’s strategic positioning within the Sector.


Skills and attributes for success

Ideally, you’ll have the ability to:

  • work through high levels of stakeholder complexity, ambiguity, conflict and with abstract concepts
  • identify innovative alternatives, digging into issues to surface core pain points
  • Create and drive a project plan, and direct action with tact and diplomacy
  • drive a program of work from start to finish
  • easily shift between abstract strategic discussions and operational detail
  • build trusted relationships and collaborate across dimensions of matrix

What we look for

  • Bachelor’s/University degree or equivalent qualification required
  • 10+ years current experience with EY or Global Professional Services firm track record
  • As the job involves responding to clients' needs and varying time zones, flexibility to work extended hours

What we offer you
The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. 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 $135,300 to $260,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $162,300 to $295,900. 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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Yesterday
BOA

Bank Of America Advisor Development Program Client Associate United States, Oregon, Portland

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

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.

1st shift (United States of America)

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Limitless High-tech career opportunities - Expoint
12 to15+ years of quota carrying sales experience in professional services, solutions, and technology. Direct and MSFT channel sales experience. Experience selling enterprise solutions to Consumer Products and Retail clients....
Description:

Your key responsibilities

As a MSFT Alliance SE, you’ll be responsible for leading the Alliance sales activity by delivering against defined sales and pipeline targets. You’ll build relationships with top priority clients for joint alliance pursuits and drive sales directly in the market. You’ll be a subject matter expert on the alliance program, MSFT powered transformations and solutions and the joint EY-MSFT value proposition. You will have expertise and experience in MSFT technologies, working with the MSFT channel teams on sales & GTM motions, developing/maintaining relevant alliance partner relationships and able to lead pursuits independently through qualification phase if needed. Your time will be primarily focused on external selling, actively engaging with MSFT, your client(s) and EY account and industry leadership

To qualify for the role, you must have

  • 12 to15+ years of quota carrying sales experience in professional services, solutions, and technology.
  • Direct and MSFT channel sales experience
  • Experience selling enterprise solutions to Consumer Products and Retail clients.
  • Services sales experience working at Big 4 firm or other GSI.
  • Knowledge and expertise across top Microsoft technologies including but not limited to Azure/cloud, Data & AI, cyber and Power Platforms
  • Expert client management and relationship skills, strong executive presence, and expertise in influencing without authority.
  • Expert knowledge of EY’s Alliances, products and services
  • Solid understanding of the marketplace/industry, competitive intel, and target account profiles information
  • Strong ability to handle and resolve conflict.
  • A University/bachelor’s degree

Ideally, you’ll also have

  • Technical IT background and/ or delivery management leadership experience
  • Strong coaching and mentoring skills
  • Team selling experience.
  • Ability to travel.

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 $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. 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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