דרושים Solutions Consultant ב-United States, Wisconsin, Madison

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

• Currently holds FINRA Securities Industry Essentials (SIE)

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

Skills

• Client Experience Branding

• Client Solutions Advisory

• Investment Management

• Pipeline Management

• Referral Management

• Client Management

• Customer and Client Focus

• Portfolio Management

• Prospecting

• Referral Identification

• Business Acumen

• Executive Presence

• Oral Communications

• Risk Management

• Bachelor's degree or equivalent practical experience.
• 8 years of experience with software development in one or more programming languages (e.g., Python, C, C++, Java, JavaScript).
• 3 years of experience in a technical leadership role; overseeing projects, with 2 years of experience in a people management, supervision/team leadership role.
• 3 years of experience in building and developing large-scale infrastructure or distributed systems.

• Master’s degree or PhD in Engineering, Computer Science, or a related technical field.
• 3 years of experience with working in a changing organization.

About The Job

We’re not just looking for candidates who meet all the requirements, we’re looking for people who are excited about working with us and growing their career at Red Hat. We want to be transparent about what would make you most successful in the role but if you are excited by reading the job description and feel like you are right for the role, we encourage you to apply. This position could lead to regular on-site work with clients across North America, so a willingness to travel to customer locations up to 30-40 weeks per year is required. Applicants must reside within close proximity to a primary airport.

What You Will Do

•Assist in supporting customers in building enterprise technology infrastructures that are scalable, optimally managed, and adaptable to technological improvements using Red Hat technological solutions

•Focus on customer IT Automation and Enterprise Cloud Infrastructure solutions through deep technical hands-on work in these fields

•Continuously learn, grow, and adapt to new skills and technologies

•Work alongside leading financial services, retail, telecommunication, and institutional customers, though virtual and on-site collaboration

After joining Red Hat, you will go through an intensive customized training program on Red Hat technologies and Consulting solutions. Here's how your skill set will evolve and what you'll learn during your first year in the role:

•A baseline understanding of how to build technical solutions, integrated with existing enterprise systems, with technical guidance

•Learn technologies and consulting skills to enhance your abilities through enablements designed and taught by Red Hat experts and Red Hat certification

•Gain exposure and collaboration within Red Hat Services & the larger organization through everyday networking and community events

Within 3 months, be ready to deliver a project by attaining the following:

•Knowledge of how a customer use case can be developed into a project plan and how those requirements align with Red Hat’s technologies

•Continue expanding your knowledge and network, both internal and external, through enablement, communities, customers, and meetups

Within 6 months, begin to demonstrate technical leadership by accomplishing the following:

•Successfully implementing enterprise solutions in customer environments as part of delivery team

•Engage and share with our internal and external communities of practice on lessons learned, best practices, and how-tos

What You Will Bring

•Experience with delivering an technical implementation as part of a project or team

•Capable of contributing to technical projects through sustained teamwork and collaboration, ensuring the development of practical solutions.

•Ability to be well-organized in a fast-paced, ever-changing environment

•Ability to interact directly with customers across roles and organizations and clearly communicate technical and non-technical concepts

•Demonstrates ability to adapt quickly to new and unknown situations, ranging from managing deliverables to learning new technologies.

•Practical experience with at least one coding or scripting language. Examples include but are not limited to Java, Python, C++, YAML, Bash, JavaScript, React, etc.

•Familiarity with backend software development methodologies, frameworks, and development principles, including Agile, Code Management (Git), Software Development Life Cycle, etc.

•Interest in diving deep into backend software development, IT automation, cloud infrastructure, CI/CD, DevOps, and Artificial Intelligence

•Knowledge of and some experience with at least one Red Hat technology such as Red Hat Enterprise Linux, Red Hat OpenShift, or Red Hat Ansible is a plus

•Prior experience working in a customer-facing role is preferred

•Familiarity with open source software and open source as a business model is a plus

•Knowledge of Red Hat's product portfolio and subscription business model is a plus

The salary range for this position is $75,320.00 - $120,480.00. 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

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

Your Career

As we continue to grow as an organization, we are hiring premier Named accounts sales professionals to run and drive sales engagements into Strategic Enterprise accounts in Thailand. You will be expected to exceed sales quota by creating and implementing strategic account plans targeting Enterprise–wide deployments of the Palo Alto Networks Next Generation Security Platform. Partnering with a systems engineer, you will displace competing technologies and build market share within your targeted list of major accounts.

Your Impact

• Acquire, lead, and develop major Enterprise accounts in Thailand
• Strong account management skills to identify cross–selling and up–selling opportunities within targeted major accounts
• Conduct effective presentations to C-level sales planning, leading to accurate forecasting of the business
• Establish relationships with and sell through channel partners
• Demonstrate knowledge of cybersecurity industry, products, and competitor offerings
• Rolodex of mid to senior–level connects in the named accounts

Your Experience

• Proven success working with Enterprise customers in Thailand
• Validated ability to effectively manage teams with a large span of control and many accounts under management
• Consistent track record of over achievement against quarterly and annual sales targets
• Demonstrable experience in high–tech enterprise sales working with leading high–tech companies with a record of overachievement
• Demonstrate executive gravitas sufficient to engage negotiate and win new relationships at CXO level in our targeted partner markets
• Understanding of recent Cyber Security trends and key vendors in the industry
• Excellent communication and presentation skills with high–level executives
• Proficient in Google Suite, Microsoft Office & Sales Automation Tools (Salesforce.com)
• Experience working with Channel partners and understanding of a channel centric go to market approach - both in terms of selling to the SP, but also in terms of enabling the SP as a channel to deliver our managed offers into the enterprise market
• High level of self–motivation, adaptability, ease of handling multiple responsibilities, and ability to work on own with minimal supervision
• High organizational skills and very strong relationship–building interpersonal skill

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

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

As a
Financial Solutions Advisor within the centralized segment of the Advisor Development Program,your journey begins by 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. You will then join the centralized team as a Financial Solutions Advisor.

The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.

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 60 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required Qualifications:

• Displays confidence working 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 mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

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

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.

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

Curiosity is core to the Solutions Consultant role, and you see complex problems as opportunities to learn and deliver innovative solutions! You define your impact by:

• Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions
• Your ability to position, demonstrate and create high level designs across the entire PANW portfolio based on customer business needs
• Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives of your prospects and customers
• Working closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.
• Demonstrating strong communication skills and the ability to influence through effective presentations and customer-specific demos, technical engagements, and workshops
• Leading successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.
• Orchestrating supporting resources (Specialists, Channel Resources, Customer Support) to ensure a one-team approach that demonstrates a cohesive strategy
• Promoting end-to-end solutions that include PANW and/or partner professional services to ensure customers realize business value sooner
• Understanding the competitive landscape and effectively differentiating our leadership
• Continuously investing in yourself to develop technical and professional skills that drive your ever-increasing contributions to success of our customers while actively participating within the Solutions Consultant community and at industry events
• (OT) - Identifying technical stakeholders and cultivating relationships with key personas to build and drive a security architecture transformation roadmap

Your Experience

• Understanding of data networking and/or modern application design and cloud architectures
• Delivering cybersecurity solutions that solve technical challenges and influence new business initiatives
• Influencing and gaining buy-in from key stakeholders, either in a customer-facing or internal role; prior experience in a pre-sales role is ideal
• Creating and delivering technical presentations, workshops, or technical validation engagements
• Experience in selling, designing, implementing, or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies
• Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions
• Complex sales involving long sales processes with multiple buying centers and multi-product solutions are preferred
• Proficient in English

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 $187,500/yr to $250,000/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.

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

Curiosity is core to the Solutions Consultant role, and you see complex problems as opportunities to learn and deliver innovative solutions! You define your impact by:

• Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions
• Your ability to position, demonstrate and create high level designs across the entire PANW portfolio based on customer business needs
• Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives of your prospects and customers
• Working closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.
• Demonstrating strong communication skills and the ability to influence through effective presentations and customer-specific demos, technical engagements, and workshops
• Leading successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.
• Orchestrating supporting resources (Specialists, Channel Resources, Customer Support) to ensure a one-team approach that demonstrates a cohesive strategy
• Promoting end-to-end solutions that include PANW and/or partner professional services to ensure customers realize business value sooner
• Understanding the competitive landscape and effectively differentiating our leadership
• Continuously investing in yourself to develop technical and professional skills that drive your ever-increasing contributions to success of our customers while actively participating within the Solutions Consultant community and at industry events
• (OT) - Identifying technical stakeholders and cultivating relationships with key personas to build and drive a security architecture transformation roadmap

Your Experience

• Understanding of data networking and/or modern application design and cloud architectures
• Delivering cybersecurity solutions that solve technical challenges and influence new business initiatives
• Influencing and gaining buy-in from key stakeholders, either in a customer-facing or internal role; prior experience in a pre-sales role is ideal
• Creating and delivering technical presentations, workshops, or technical validation engagements
• Experience in selling, designing, implementing, or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies
• Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions
• Complex sales involving long sales processes with multiple buying centers and multi-product solutions are preferred
• Proficient in English

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 $187,500/yr to $250,000/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.