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In accordance with State Pay Transparency Rules.

Banner Health believes leadership matters.  We look for people who share our vision making health care easier, so life can be better. Our leaders are at the front of the health care transformation, planning the future of Banner Health.  

POSITION SUMMARY
This position is responsible for planning directing, organizing, coordinating, and evaluating divisional financial operations in a manner consistent with company strategies and initiatives. This position serves as a key advisor to the divisions' senior leadership on matters relating to operating strategies and financial outcomes. Specific responsibilities include establishing and achieving long-range goals, monitoring and achieving financial outcomes, and providing leadership to direct reports. The position works collaboratively with other divisions within the company and with system financial leadership to ensure the financial viability of the division’s operating units and to consider system-wide solutions and approaches where appropriate. Participates in various system level teams to accomplish company strategic initiatives and participates in M&A, JV and other work with leases and affiliations.

CORE FUNCTIONS
1. Provides leadership in the development, implementation and oversight required to achieve desired business outcomes, to realize optimal financial and operating performance for the division and in accordance with the interests of the organization as a whole. Provides leadership and oversight of division standards, programs, and/or systems in order to achieve desired and integrated strategic business initiatives, objectives, and outcomes including, but not limited to, growth, accountability and patient care.

2. Coordinates and evaluates an effective and efficient financial and management reporting infrastructure that provides the foundation to facilitate sound financial and operating decisions for each component of the division's delivery system, and for the delivery system as a whole. This coordination will require optimal use of people, process, and technology to maximize reporting capabilities, accessibility, and timeliness.

3. Evaluates and provides recommendations on divisional capital acquisition proposals to ensure the proper deployment and utilization of Banner assets within the delivery system; maximizes return on capital investments, facilitates sound capital acquisition and replacement strategies, and coordinates effective and efficient asset evaluation processes.

4. Participates in maintaining an effective internal control environment to ensure that assets are safeguarded, policies and operating procedures are followed, necessary controls are effective and efficient, proper compliance with existing laws and regulations achieved, and operations comply with the legal and regulatory parameters in which it operates.

5. Holds management staff accountable for achieving plans and performance targets. Works with them to identify and resolve issues and problems impacting financial performance and operations. Acts as a catalyst for change to support the adoption of new initiatives that lead to improvements in care and service. Develops staff to ensure continued professional growth and the availability of future finance leaders. Articulates and demonstrates an expectation for continuous quality improvement utilizing processes that include consideration of all stakeholders. Fosters an environment of trust that focuses on processes and outcomes.

6. Maintains relationships with various regulatory bodies, industry leaders, and others as appropriate to ensure proper compliance with existing laws and regulations and to help maintain viable operations and ensure proper representation of company interests and safeguarding of assets.

7. Reviews, prepares, analyzes, and presents reports and recommendations to senior management regarding operations and/or other applicable areas of interest in order to provide concise and accurate information that aids in decision-making.

8. This position is accountable for leading, developing and maintaining an effective financial infrastructure for the region. Has latitude to determine how to best accomplish defined goals for the organization. This position requires the skill to influence management at all levels in the creation of an environment of choice in a fast-paced, growth-oriented healthcare system. Strategies and services must support the company’s mission, vision and values, strategic initiatives and standards of performance. May also be required to represent Banner on various affiliated Boards.

MINIMUM QUALIFICATIONS
Must possess strong business acumen as normally obtained through the completion of a master’s degree in business, finance, accounting or other related degree or equivalent level of education and experience. Membership in industry organizations or other credentials that show ability to network and obtain peer acceptance.

Depending upon assigned area of responsibility, position may require applicable certifications and/or licensures, including but not limited to: RN; MD or DO; Driver’s License; Certified Healthcare Protection Administrator (CHPA); Certified Protection Professional (CPP); Chartered Property Casualty Underwriter (CPCU); Associate in Risk Management (ARM); CPA; SPHR; Registered Health Information Administrator (RHIA); Registered Health Information Technologist (RHIT); Certified Healthcare Facility Manager (CHFM); Certified Facility Manager (CFM); Certified Coding Specialist (CCS); Certified Professional Coder (CPC); JD from an American Bar Association accredited school; admission to a State Bar Association.

Requires a strong knowledge of finance as normally demonstrated through eight or more years of progressive leadership, plus consultation experience in a large multi-operational corporate environment in complex industries similar to health care. Requires a strong knowledge of revenue cycle operations including coding, billing & collection strategies. Requires extensive financial planning expertise including M&A, capital planning, & service line growth/exit. Demonstrated ability to provide leadership in a way that reinforces the organization’s mission, vision and values. Capable of providing leadership which displays a positive attitude and flexibility in changing situations, participates in identifying problems and suggesting solutions. Proven ability to influence and deliver results in a matrix environment together with the ability to positively collaborate with other functional areas of the organization. Must demonstrate the ability to communicate effectively through written and oral presentations in a way that engenders understanding and trust. Demonstrates analytical, problem solving and negotiation skills. Experience in anticipating and responding to the needs of internal and external customers. Skilled in strategically and proactively creating and managing financial solutions resulting in organizational growth and success; effectively engaging management level staff, employees, and stakeholders in order to build partnerships, achieve strategic initiatives, and attain organizational goals; effectively allocating resources in order to accomplish organizational goals; quickly assessing and assimilating organizational and industry financial dynamics in order to make appropriate decisions; developing collaborative relationships with internal and/or external strategic partners and/or other applicable parties.

PREFERRED QUALIFICATIONS

An MBA together with additional healthcare finance related education and/or experience.
Depending on area of support, additional experience with pharmacy and ambulatory lines of business preferred.

Anticipated Closing Window (actual close date may be sooner):

EOE/Female/Minority/Disability/Veterans

Our organization supports a drug-free work environment.

Privacy Policy

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of CIBC’s team, the Director, US Region Change Advisory & Governance is a seasoned professional responsible for leading a team to formulate approaches, oversight and strategic direction for the change governance function and CIBC US. This includes oversight of policy, processes, procedures, quality assurance testing, change initiative risk assessments, and metrics/ reporting. The role applies significant knowledge of project management, leadership skills and controls/governance expertise to deliver industry best practices in this discipline. The role exercises a high degree of independent judgement to develop and implement effective practices to achieve their objectives. The role drives alignment and consensus across areas of responsibility, applying expert interpersonal, communication, and problem-solving skills.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Key Accountabilities

• Defining Outcomes - Drive the team towards the strategic outcomes

• Governance & Oversight - Enhance and support policy, standards and processes, and their consistent application, in alignment with our partners; advocate for adherence of change initiative governance across the US Region

• Effective Challenge - Oversee and challenge the performance and risks of the CUSO initiative portfolio to ensure effective delivery of change. Lead the assessment of risk for our project risk type for our change initiative risk assessment and risk & control self assessment programs. Additionally, represent the US Region on Enterprise Change Initiative governance activities

• Quality Assurance - Lead a quality assurance function to provide insight into how the change standards are being applied in practice. Provide input on controls and their effectiveness as a result of the insights driven through QA

• Metrics & Reporting - Drive thought leadership on our change initiative metrics to provide insights into the impact of change to our risk thresholds and appetite. Innovate through technology the types of measurements suitable for our company and our planned strategic growth

Who you are

• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

• You look beyond the moment. You make decisions and take actions that will make a difference today and tomorrow. You proactively seek new opportunities to define what's possible.

• You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

Key Role:

Process and analyze cyber threat intelligence information and compile standard and ad-hoc reports, as needed. Apply advanced understanding of techniques that detect, neutralize, and exploit hazards that permit the unauthorized access to or removal of information. Develop innovative solutions to complex problems for technical surveillance. Work without considerable direction. Mentor and supervise team members.

Basic Qualifications:

• 11+ years of experience with Counterintelligence (CI)
• 7+ years of experience with federal Technical Surveillance Countermeasure (TSCM)
• 5+ years of experience as a TSCM Team Chief
• Experience with telephone security such as Telephone Security Group (TSG) requirements
• TS/SCI clearance
• Bachelor’s degree
• Interagency Training Center (ITC) TSCM Certification
• TSCM Fundamentals and TSCM Cyber certifications
• A +, Network +, and Sec + certifications
• Graduate of a federal or DoD CI training academy

Additional Qualifications:

• Master’s degree in Computer Science or Engineering

Clearance:

Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; TS/SCI clearance is required.

Create Your Career:

Grow With Us

Your growth matters to us—that’s why we offer a variety of ways for you to develop your career. With professional and leadership development opportunities like upskilling programs, tuition reimbursement, mentoring, and firm-sponsored networking, you can chart a unique and fulfilling career path on your own terms.

A Place Where You Belong

Diverse perspectives cultivate collective ingenuity. Booz Allen’s culture of respect, equity, and opportunity means that, here, you are free to bring your whole self to work. With an array of business resource groups and other opportunities for connection, you’ll build your community in no time.

Support Your Well-Being

Our comprehensive benefits package includes wellness programs with HSA contributions, paid holidays, paid parental leave, a generous 401(k) match, and more. With these benefits, plus the option for flexible schedules and remote and hybrid locations, we’ll support you as you pursue a balanced, fulfilling life—at work and at home.

Your Candidate Journey

At Booz Allen, we know our people are what propel us forward, and we value relationships most of all. Here, we’ve compiled a list of resources so you’ll know what to expect as we forge a connection with you during your journey as a candidate with us.

Compensation

At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen’s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.

Work Model
Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely.

• If this position is listed as remote or hybrid, you’ll periodically work from a Booz Allen or client site facility.
• If this position is listed as onsite, you’ll work with colleagues and clients in person, as needed for the specific role.

EEO Commitment

We’re an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change – no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law.

Address:

Job Family Group:

We are seeking a Director in our Diversified Industries Group with regional focus on San Diego. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating $200MM+ in revenue across Diversified Industries.

The ideal candidate has has established relationships with customers, COIs, and key stakeholders across San Diego.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Please note the starting target base salary range for this specific position in San Diego, CA is between $175,000 - $225,000 annually.

Compensation and Benefits:

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Company:

Description:

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating exciting and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, securing finances for retirement or aligning employees with workforce strategy.  Capitalizing on analysis and insights as catalysts for change, we anticipate and understand the impact of business decisions, now and in the future. Our holistic view and deep expertise allow us to see client’s current and future needs through a lens of innovation and impact and every idea and solution we offer.

Senior Director Health & Benefits (H&B) Consultant

What can you expect?

The Senior Director Health & Benefits Consultant will manage and advise client accounts for employers of all sizes with their medical, dental, life and disability benefit plans and programs and negotiate with benefits carriers and vendors to secure health and welfare plan coverage for these employers. The level of support provided depends on size of client as well as complexity and revenue of the account - at this level the senior consultant is the client lead and is often the Mercer relationship manager.

What’s in it for you?

• As the global leader in health and benefits, you will work with some of the biggest and most prestigious companies you know and love, delivering innovative solutions that provides solutions for our clients and their employees
• You’ll be part of a firm that is well-respected and work for an organization that has been named by Vault.com as the #1 Human Resources consulting firm 16 consecutive years in a row
• We are the global leader in the human resources consulting
• As part of Mercer, we offer top-notch benefits: multiple medical, dental, and vision plans with choices to fit all needs and budgets - benefits coverage starting Day 1
• In addition, Mercer has other benefits and discounts on products and services, and more

We will count on you to:

• Lead complex client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies.
• Develop sophisticated benefits design and renewal strategies and drives the development of tools and solutions to address complex client issues
• Determine the full scope of services provided to the client and sets roles/responsibilities within the client team
• Effectively communicate Mercer's position on latest industry trends to clients
• Be accountable for revenue/profitability for client accounts and projects.
• Monitor success of projects in terms of scope, budget, timeliness and client satisfaction
• Generate sales by expanding revenues from existing clients and by leading prospecting efforts with new clients.
• Set strategic direction and creates demand for new products/services in the marketplace
• Lead and participate in new business opportunities with sales channel partners.

What you need to have:

• BA/BS degree
• Minimum of 12 years’ experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges
• Renowned expertise and industry reputation in the health & benefits field
• Strategic planning of complex employee benefit programs
• Client facing in a consulting environment

What makes you stand out:

• Strong, innovative sales and marketing skills plus the ability to market organizational strengths successfully
• Superior analytical and mathematical skills, strategic planning, communication, and listening skills
• Proven management skills in leading large, complex projects

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy, and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Address:

Job Description:

Role Mandate:

The Director, Regional Sales ETFs is responsible for selling and servicing BMO ETFs and ETF-based mutual funds in an assigned geographic region, assisting BMO GAM in meeting annual plan sales and revenue targets.

The role is responsible for developing sales of BMO ETFs and related ETF based products through direct sales activity and through multi-channel partnerships in the assigned region.  A core component of the position is creating effective partnerships with the assigned BMO Global Asset Management Regional Sales Managers (RSMs).  The ETF Specialist role provides the RSMs with sales support, promotional assistance and education on BMO ETFs and other BMO ETF related products.

Key Dimensions

Sales and Service Relationship Management Planning

Accountabilities:

Sales and Service

• Drive sales of BMO ETFs in conjunction with a cohort of RSM’s to meet and exceed annual plan targets
• Foster a sales culture of goal achievement and superior customer satisfaction;
• Coordinate BMO ETF sales activities within the assigned region
• Provide ongoing sales support and product specific training to the assigned region’s RSM team
• Partner with each of the region’s RSM’s to assist them in their individual BMO ETF sales efforts
• Assist each of the Regional RSMs in achieving their sales targets
• Champion all opportunities to enhance local financial advisors’ BMO ETF product knowledge; represent and promote BMO ETFs and ETF-based products at conferences and forums.
• This role further collaborates with the BMO’s multi-channel sales partners (Retail and Discount channels) to act as the subject matter expert with regard to BMO ETF products.

Relationship Management

• Create and manage advisor relationships within the assigned region to ensure optimum representation of BMO ETF solution set and products.
• Develop a database of qualified financial intermediaries within the region who have the potential to sell BMO ETF products.
• Develop and maintain strong relationships with third party referral sources (i.e. brokers/dealers) to maximize BMO ETF market presence and increase our market share.
• Provide subject matter expertise to the senior sales management team on market conditions and trends to maintain a high level of environmental awareness.
• Ensure a thorough understanding of competitor activities to identify potential opportunities and threats.

Planning & Strategy

• Implement the national sales plan within the geographic sales region including preparation and implementation of an annual territory business plan including promotional budget, to meet annual growth and retention targets.
• Provide strategic direction and business planning for BMO ETF products within the region.
• Contribute to the continuous improvement of processes and procedures by identifying potential gaps and providing input and recommendations on Product launches and initiatives.
• Communicate regularly with sales management on regional sales strategies, priorities, sales targets, performance standards, marketing plans and accomplishments.

Authorities

• The role has authority to access and utilize all ETF product and Financial information (where applicable)

Cross-functional Relationships:

• Sales & Service – The role has authority to request and apply product knowledge information from other functional areas of BMO Global Asset Management as required in order to serve customers
• Coordinating – This role works with other areas of BMO Financial Group as needed to help generate ETF and other sales, and liaises with external network groups to understand the competitive landscape and other company product offerings, and to improve product offerings

Scope and Impact:

This role has direct impact on the achievement of key LOB objectives.  Key numerical measures are as follows:

• Annual Sales Plan: ETF Products
• Annual Sales Plan: Funds of ETFs.
• Individual and team growth in knowledge of ETF solutions and products

Knowledge:

• Undergraduate University Degree in Business or Finance
• Minimum 5 years of brokerage, financial planning or related investment sales experience, including minimum 2 years in a wholesaling or related role

• PFP or CFP or CIM or FCSI or CFA
• In-depth knowledge of investment products and markets, including competitive market and trends
• In-depth knowledge of sales strategies
• Ability to take in knowledge and resolve a magnitude of diverse, complex and ambiguous issues

Skills:

• Exceptional sales & customer service orientation skills
• Proven investment sales success
• Exceptional networking, presentation, facilitation and relationship building skills
• Exceptional interpersonal and communication skills
• Sound business planning and organization skills and ability to manage multiple priorities
• Self-motivated and proactive

Working conditions:

• Extensive travel is required
• Extended hours and periodic weekend requirements, based on local market needs of sales workforce
• May be required to work from home office in designated geographic area

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

The Director of Credit Sales within Fixed Income Sales (under the guidance of the Head of Fixed Income Sales), significantly impacts the firm’s bottom line (i.e., trading revenue, deal flow, managing capital, client impact, external rankings, risk responsibility, business budget, external profile, etc.) and contributes to firm-wide priorities and business line initiatives. This is a critical position as it provides a lot of liquidity to the traders to both exit risk as well as source risk that we might be looking for on behalf of a customer.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Responsible for creating new sales and management of the assigned book of business

• Will be able to deliver on sales volume and revenue targets

• Acts as liaison when interacting with Business Banking segment relationships

• Maintain a thorough understanding of the client’s needs in order to build relationships, and supply additional products when possible

• Requires in depth knowledge of the organization, products, and/or services

• Fulfills Business needs via inbound/ outbound calling activities

• Analyze customer needs and makes suggestions about alternative products and services

• Act as a product specialist and maintain expert knowledge to meet the needs of the business to successfully establish rapport, and find a solution

• Hold accountability of risk and compliance process

Who You Are

• Comprehensive knowledge of financial markets, specifically IG Credit functions and products.

• Detailed working knowledge of the industry and market to assess impact of market conditions.

• Excellent interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, internal and/or external business partners.

• Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion.

• Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities.

• Working knowledge of all Canadian and U.S. legislation and regulatory requirements in order to either advise clients or market transactions effectively.

• Developed understanding of CIBC World Markets businesses as well as significant knowledge of:

• FIC products and services.

• FIC-related competitive, legislative, and economic environment. 

• Comprehensive understanding of elements of profitability, risk, and cost control.

• Knowledge of business/finance typically acquired through University business degree or equivalent combination of education and industry experience and relevant post-graduate education as specified by US-FIC.

• Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets.

• Highly developed people management and team building skills.

• Strategic thinking capability with ability to identify and exploit trends and opportunities.

• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package.  This role has an expected salary of $200,000 for the New York, NY market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

It's fun to work at a company where people truly believe in what they are doing!

Job Description:

Summary:

Are you looking for an opportunity to lead talented engineering teams in the legal industry while using cloud technologies to solve complex issues in the legal space?  Do you enjoy working with large, unstructured data sets that can reach over a petabyte in size?  We are looking for a highly motivated and talented leader to join our team that builds and maintains the Epiq Service Cloud, a leading technology platform capable of handling complex legal matters all around the globe. 

The successful candidate will help deliver our vision for modern cloud operations, working together with Product Management, Client Services and other stakeholders in the organization. The person will be a thought leader driving the cloud/SaaS capabilities of the Epiq Service Cloud, and a tremendous team player that builds connections across the organization.

This is still a hands-on role, so we are looking for someone that can not only help set our vision to advance this capability but also help implement that vision, leading a global team.

Job Responsibilities:

• Lead a cross-disciplinary Agile development teams, consisting of Software Engineers, Quality Assurance Analysts, Automation Engineers, and Product Owners
• Own the design, development of Epiq Service Cloud including deployment tools, automation, and cloud operations
• Participate in architecture and design sessions to help build new features into the platform
• Guide the personal and professional development of all team managers and specialties
• Collaborate with business stakeholders and the product management team to develop our long-term roadmap for the platform
• Hire and retain talented software professionals across various functional areas
• Interact with other technical stakeholders to ensure our CI/CD workflow performs efficiently
• Establish and monitor application performance goals and monitoring

Qualifications and Skills

• Minimum of 10 years of technology leadership experience
• Minimum of 5 years of experience leading Big Data / Data Ingestion based teams building Business Intelligence solutions
• High energy, proactive and approachable personality who enjoys solving diverse problems
• Strong oral and written communication skills
• Knowledge of Agile Development Methodologies
• Knowledge of Amazon Web Services (AWS), Azure, or other cloud technologies
• Knowledge of object oriented languages such as Java and/or C#
• Knowledge of modern JavaScript frameworks, including Angular, React, Vue etc.
• Knowledge of relational database systems such as MySQL, Oracle or SQL Server

Master’s degree in a related field highly desirable

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.