The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. Responsibilities: Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers. Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions. Assist clients as needed with investment related tasks, includin
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Job Title Customer Order Specialist Job Description Customer Order Specialist Manage sales orders to ensure the customer receives the products ordered at the right time and in the right place by handling efficient and effective order flow from the moment of receipt and processing up to delivery of goods and after sales Your role: Validate and process sales orders, including manual handling for customers without EDI. Check order availability, prepare delivery proposals, and liaise with the Supply planning team. Screen complex orders for technical and commercial accuracy. Manage special orders and combined shipments, ensuring on-time delivery Provide daily analysis, weekly root cause reports, and monthly order receipts and sales reports. You're the right fit if: You have a Bachelor's Degree in Management, Logistics, International Business or an equivalent academic field. You have +1 year of experience in order processing, account management or an equivalent mix of professional experience and academic studies. Your skills include knowledge in SAP. Proficient in Excel (V-look ups, IF and Pivot Tables). Preferably to have knowledge on AI Systems such as Copilot or ChatGPT. May be required to work overtime and/or during Panamanian holidays, based on business &/or departmental needs. Able to efficiently communicate in the English language. How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company’s facilities. Field roles are most effectively done outside of the company’s main facilities, generally at the customers’ or suppliers’ locations.
Customer Engineers (Experienced and Senior) Company: The Boeing Company The Boeing Company is seeking highly motivated, organized, and strategic individuals for Customer Engineers ( Experienced and Senior) to join our 787 Account Management team in North Charleston, South Carolina. Customer Engineering Account Managers are the primary technical interface between customers and Boeing Commercial Airplanes responsible for defining the contractual airplane configuration. As the authority for the contractual configuration, one will leverage their customer and market insights to curate experiences and solutions that wildly surpass customer’s aspirations and drive a preference for Boeing products. In this position, one will establish and maintain a relationship with airplane customers and guide them through the development, management, and delivery of their airplane configuration. Our teams are currently hiring for a broad range of experience levels including Experienced and Senior Level Engineers. Position Responsibilities: Understand customer requirements and communicate their priorities within the Boeing Company. Represent the Boeing Company to the customer and act as the primary technical contact for their configuration definition. Frequently interact with Boeing Sales, Marketing, Contracts and airplane program leadership. Lead the configuration development, management, and change processing for all stages of airplane development from pre-proposal to delivery. Assist Boeing and the
Work Flexibility: Field-based Associate Sales Representative Begin your career in medical device sales with a hands-on role supporting healthcare professionals and innovative technologies that help improve patient care. As an Associate Sales Representative, you will partner with an experienced Sales Representative(s) to support customer accounts, assist with clinical procedures, and contribute to territory growth. This field-based position provides exposure to sales, clinical environments, and account management while building a foundation for long-term career development. Our Enabling Technologies portfolio includes navigation technologies used in cranial, ENT (ears, nose and throat), and spine procedures, designed to support surgical precision, efficiency, and patient outcomes. ET Product Portfolio: Stryker | Enabling Technologies What You Will Do Support territory growth by assisting with sales activities, account management, and customer engagement across assigned territory. Prepare for and support product evaluations, clinical procedures, and customer interactions across operating room, office-based, and procedural care settings. Provide product support and education to surgeons, nurses, clinicians, and healthcare staff to help ensure appropriate product use and a positive customer experi
Job Title Sales, Territory Manager - RespirTech (Cleveland/Toledo) Job Description RespirTech’s Territory Manager represents the InCourage airway clearance therapy medical device, calling on but not limited to Pulmonologists to support patients with chronic respiratory and neuromuscular conditions on a journey to better breathing. Your role: Executing outside sales and territory management, inclusive of account management and new business development. Employing a hunter mentality to identify new opportunities, overcome objections and change the mindsets of prescribers, while achieving performance growth goals. Performing total office sales calls, in-services on patient profiles, product demonstrations and presenting clinical evidence to physicians. Being an expert on Medicare, Medicaid and private insurance coverage-criteria for InCourage vest therapy, while effectively educating healthcare teams in identifying patients who meet coverage criteria. Obtaining medical record documentation in order for coverage to be obtained. Analyzing data to effectively target priority healthcare teams and create sales call routing. Capable to be flexible and adjust routing to fit pipeline management needs. You're the right fit if: You’ve acquired 3+ years of successful direct field sales, clinical education or clinical sales support experience. Previous durable home medical equipment and/or pharmaceutical sales experience preferred. Your skills include: Ability to be in the field within your territory 90% (some territories may include overnights). The ability to build and maintain strong customer relationships. You have a bachelor's or master's degree in business administration, marketing, sales (or similar) or 7+ years of equivalent sales experience. You must
Job Title Sales, Territory Manager - RespirTech (Manhattan/Brooklyn/Bronx) Job Description RespirTech’s Territory Manager represents the InCourage airway clearance therapy medical device, calling on but not limited to Pulmonologists to support patients with chronic respiratory and neuromuscular conditions on a journey to better breathing. Your role: Executing outside sales and territory management, inclusive of account management and new business development. Employing a hunter mentality to identify new opportunities, overcome objections and change the mindsets of prescribers, while achieving performance growth goals. Performing total office sales calls, in-services on patient profiles, product demonstrations and presenting clinical evidence to physicians. Being an expert on Medicare, Medicaid and private insurance coverage-criteria for InCourage vest therapy, while effectively educating healthcare teams in identifying patients who meet coverage criteria. Obtaining medical record documentation in order for coverage to be obtained. Analyzing data to effectively target priority healthcare teams and create sales call routing. Capable to be flexible and adjust routing to fit pipeline management needs. You're the right fit if: You’ve acquired 3+ years of successful direct field sales, clinical education or clinical sales support experience. Previous durable home medical equipment and/or pharmaceutical sales experience preferred. Your skills include: Ability to be in the field within your territory 90% (some territories may include overnights). The ability to build and maintain strong customer relationships. You have a bachelor's or master's degree in business a
Work Flexibility: Field-based Stryker’s Neurovascular division is focused on advancing the practice of minimally invasive stroke therapies. We are mission driven to make health care better by providing innovative stroke care solutions, including clinical education and support to help physicians deliver better patient outcomes. The Clinical Specialist plays a key role in growing Stryker's stroke business by driving adoption and utilization of HEM and AIS solutions, providing expert clinical support, and partnering with customers and sales teams to deliver exceptional patient and customer outcomes. Drives adoption, utilization, and portfolio expansion of Hemorrhagic (HEM) and Acute Ischemic Stroke (AIS) products across hospital systems, partnering with Territory Managers and Territory Sales Representatives to support customer needs and achieve sales objectives. Help identify opportunities to drive adoption and growth by leveraging data and reports and collaborate with Territory Managers and Territory Sales Representatives on developing business plans. Responsible for successfully running product evaluations with the goal of account conversion. Become a Stryker expert across all HEM and AIS solutions, procedures, industry trends and competitive issues. Delivers expert clinical support and case coverage for HEM and AIS procedures while maintaining a strong focus on patient outcomes and customer experience. Deliver expert clinical support and case coverage for HEM and AIS procedures while maintaining a strong focus on patient outcomes and customer experience. May provide extended case coverage for open territories. Available to work on an on-call basis, with 50% local travel. Leads product presentations and lab staff in-servicing, providing education on case management, procedural best practices, and technique
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. As part of the Group Medicare organization, the Group Medicare Underwriter performs complex underwriting analysis and risk assessment for existing and prospective Medicare Advantage customers. This role serves as a strategic business partner to sales and account management teams, helping drive growth through sound underwriting practices, pricing strategies, and consultative support. What You'll Do Perform underwriting analysis and risk assessment for existing Group Medicare Advantage customers. Evaluate new business opportunities and develop pricing recommendations for prospective Group Medicare Advantage groups. Partner with field sales and account management teams on strategic large employer group opportunities. Calculate complex prospective group rates utilizing established underwriting methodologies and pricing protocols. Analyze benefit design options and provide strategic recommendations related to pricing and competitiveness. Communicate and explain rate development, pricing assumptions, and underwriting decisions to internal and external stakeholders. Present underwriting and pricing information to employers and brokers in support of business development efforts. Utilize advanced rating, financial, and underwriting tools to analyze risk and profitability. Conduct competitive analyses and develop financial comparisons t
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary This person is responsible for making outbound calls to prospective members, specifically offering our Medicare plan. The Account Associate will be making outbound calls for retention efforts, as well as providing support to sales representatives as needed. Additionally, this person will respond to incoming customer service inquiries as needed. The Account Associate should be available to work alternate hours (such as overtime or weekends) as needed, depending on business needs. Required Qualifications Must reside in Maricopa County, AZ. 1+ year of experience in a call center environment, with demonstrated telephone and problem resolution skills. 1+ year of experience with Medicaid and/or Medicare. Demonstrated proficiency in basic computer software, primarily Microsoft Office. Preferred Qualifications Bilingual (English/Spanish). Previous experience working with Quick Base. Strong organizational and time management skills. Excellent attention to detail. Self-starter, with an ability to succeed in an independent environment. Education High school diploma or GED. Anticipated Weekly Hours 40<p s
Sr Product Manager Description - Product Manager – AI-Powered Seller Recommendations Role Overview We are looking for a strategic, customer-obsessed, and data-driven Product Manager to define and build an intelligent recommendation product that helps our internal sales teams identify which products, solutions, and offers are most relevant for each customer . This product will bring together customer signals, product usage, purchase history, account characteristics, seller activity, market insights, and business priorities to generate actionable recommendations for sellers. The product should help sellers answer questions such as: What should I recommend to this customer next? Which products or solutions are most relevant to this customer's needs? Which customer signals indicate a potential opportunity? Why is a particular product being recommended? What is the best next action for this account? Which opportunities should I prioritize across my customer portfolio? The Product Manager will own the product vision, strategy, roadmap, business case, and execution for this capability, working at the intersection of AI/ML, data, CRM, sales enablement, enterprise software, and commercial strategy . This role requires a unique combination of product management, structured problem solving, commercial acumen, analytical thinking, and the ability to influence senior stakeholders across a complex organization. The ideal candidate will be comfortable moving between strategic questions, such as defining the future of AI-powered selling, and detailed product decisions around recommendation logic, ranking, explainability, seller experience, experimentation, and measurement. Key Responsibilities Product Vision & Strategy<
🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London (Hybrid) | 💰£75,000 - £95,000 + Incentive Awards tied to your performance + Benefits | Hear from the team ✨ ⭐Our Design Team We’re a team of 115+ designers, researchers, and brand experts led by Chief Design Officer Vuokko Aro. We’re on a mission to make money work for everyone. We’re seeking an experienced Lead Brand Designer with a strong portfolio in branding, art direction and typography. In this role, as part of a digital-first team, you’ll shape Monzo’s visual identity, deliver high-quality design solutions aligned with strategic goals, and drive innovative ideas as a conceptual thinker. Your designs will combine creativity and vision, ensuring they’re both compelling and rooted in strong concepts. As part of our dynamic internal creative studio, you’ll collaborate with designers and writers, exchanging feedback and raising design standards. Working closely with the Creative Director, you’ll ensure consistency and evolve the Monzo brand by partnering with product designers, marketing teams, and external agencies. Key projects include refining brand guidelines, developing motion storyboards, managing productio
🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London or Remote (UK) | 💰£68,000 - £88,000 + Benefits | 12 month fixed term contract We're looking for an Integrated Marketing Manager to play a big role in bringing our marketing campaigns to life for one of our key teams - what we call a Collective (Borrowing, Wealth, Growth, Core Banking, Payments, or Business Banking). You’ll report into the Lead for your area and work closely with lots of different teams across Monzo to make sure our marketing is joined-up, effective, and delivers real results. This is a hands-on role where you'll be leading the charge on campaign planning and performance, working with a smart, supportive group of marketers, product managers, analysts, and creatives. This is a 12 month fixed term contract. Key Responsibilities Owning and delivering the integrated marketing strategy for your Collective - both long-term and in response to new opportunities as they come up. Bringing together the right people across Marketing especially Product Marketing, Product, and Growth to make sure every campaign is clear, connected, and on track. Managing budgets and capacity for your area - making sure we’re focusing on wh
Purpose: The Senior Accountant overseas and coordinates all aspects of financial operations within the company, including financial reporting, regulatory compliance, and guiding his/her subordinates to achieve Finance goals. Responsibilities: Preparation of Financial Reports FS Sched Variance Analysis Check/Review task/reports of subordinates Check of Vouchers and corresponding attachments Reports & FS Schedules Filing to Government agencies New Joiner Finance Orientation Opening of BDO payroll account AR IC Recon AR schedule Fixed Assets Monthly Depreciation FA schedule FA for disposal - monitoring General Accounting Liquidation of CA Filing of quarterly Income Tax Return Bank Recon Skills and Qualifications: Graduate of Bachelor's Degree in Accountancy With at least three (3) years of experience in a leadership role With five (5) or more years of experience in General Accounting With hands-on experience in Accounts Receivable (AR) and Accounts Payable (AP) processes Knowledgeable in Taxation, including tax compliance, filing, and reporting requirements Experienced in preparing Financial Reports and Financial Statements in accordance with accounting standards CPA License is an advantage Good Communication Skills Proficiency in Microsoft Office (e.g. Word, Excel, Outlook)
Work Flexibility: Field-based Work Flexibility: Field-based Service Area: Manitoba/Northern Ontario Shift: Monday – Friday, varying hours dependent upon customer needs Summary: The Field Service Representative conducts analysis of product implementations, modifications and enhancements to product in accordance with specific customer specifications and implementations. In this role, you will troubleshoot problems and issues, determine technical solutions in accordance with product and customer specifications, and recommend actions to company or customer representatives for coordinative product solution. Additionally, you will assess product needs in accordance with customer specifications and act as local on-site representative to the customer's organization What You Will Do: Provide effective, proficient, and timely service and repairs to all customers in direct support of the sales team to ensure optimal customer satisfaction. Acute care and Treatment products. Adhere to account protocols. Responsible for fault isolation and maintenance of equipment at account locations Promote Stryker’s business by recognizing opportunities to fulfill additional customer needs and communicating with the appropriate Stryker personnel for follow up Provide post sale in-servicing on equipment operation and maintenance Perform warranty, upgrades, field actions, preventative maintenance, installations, deliveries billable or any other related services required by a client. Follow all administrative duties in a very accurate and timely manner, assist in the development of new service procedures, provide new product information to customers Maintain an accurate inventory of Stryker equipment and parts. Other duties as assigned by Manager/Supervisor Tr
Work Flexibility: Field-based Work Flexibility: Field-based Service Area: Prince George, BC (Northern) Shift: Monday – Friday, varying hours dependent upon customer needs Summary: The Associate Field Service Representative conducts analysis of product implementations, modifications and enhancements to product in accordance with specific customer specifications and implementations. In this role, you will troubleshoot problems and issues, determine technical solutions in accordance with product and customer specifications, and recommend actions to company or customer representatives for coordinative product solution. Additionally, you will assess product needs in accordance with customer specifications and act as local on-site representative to the customer's organization What You Will Do: Provide effective, proficient, and timely service and repairs to all customers in direct support of the sales team to ensure optimal customer satisfaction. Adhere to account protocols. Complete fault isolation and maintenance of equipment at account locations. Promote Stryker’s business by recognizing opportunities to fulfill additional customer needs and communicating with the appropriate Stryker personnel for follow up. Provide post sale in-servicing on equipment operation and maintenance. Perform warranty, upgrades, field actions, preventative maintenance, installations, deliveries billable or any other related services required by a client. Follow all administrative duties in a very accurate and timely manner, assist in the development of new service procedures, provide new product information to customers. Maintain an accurate inventory of Stryker equipment and parts. Travel up to 75% of the time to any other Province or Territory within Canada for Field S
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