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Charles Schwab
VP, Financial Consultant- Brea, CA
Charles Schwab Brea, California
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/28/2026
Full time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Charles Schwab
VP, Financial Consultant- San Mateo, CA
Charles Schwab San Mateo, California
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/28/2026
Full time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Charles Schwab
VP, Financial Consultant- Brea, CA
Charles Schwab Brea, California
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/27/2026
Full time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Charles Schwab
VP, Financial Consultant- San Mateo, CA
Charles Schwab San Mateo, California
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/27/2026
Full time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Product Specialist
Baker Manufacturing Comp Any LLC Evansville, Wisconsin
Description: Baker Water Systems Product Specialist - Residential Products Department: Product Management Reports To: VP of Product Management & Strategy FLSA Status: Salaried Exempt Benefits Baker Water Systems offers a comprehensive benefits package designed to support our employees and their families, including: Medical, Dental, and Vision Insurance Health Savings Account (HSA) with Company Contribution Flexible Spending Accounts (FSA) 401(k) with Company Match Company-Paid Life Insurance Company-Paid Short-Term and Long-Term Disability Insurance Paid Time Off (PTO) Paid Holidays Employee Assistance Program (EAP) Wellness Program Tuition Reimbursement (where applicable) Career Growth and Development Opportunities Position Summary The Product Specialist is responsible for supporting product management and pricing strategy across Baker Water Systems' Residential product portfolio, including AY Pumps, Monitor Residential, and Campbell Manufacturing. This role supports pricing execution, profitability analysis, product data management, competitive intelligence, product lifecycle management, and cross-functional coordination to drive profitable growth, operational excellence, and successful product commercialization. Qualifications Bachelor's degree in Business, Marketing, Engineering, Supply Chain, Finance, Industrial Technology, or equivalent experience. Two to five years of experience in product management, product support, pricing, manufacturing, engineering, marketing, sales support, or a related field preferred. Experience with ERP systems and advanced Microsoft Excel preferred. Essential Responsibilities Own product margin, profitability, and pricing through the deployment of appropriate tracking and reporting methods to ensure near real-time visibility to margin and cost trends. Monitor product cost changes and recommend pricing actions to maintain profitability. Analyze the financial impact of supplier cost increases. Drive gross margin improvement through projects focused on pricing, cost, product positioning, and customer value. Support annual product portfolio reviews, including product rationalization, new product opportunities, and product lifecycle planning. Analyze competitive pricing, market trends, and industry developments. Support new product development initiatives and maintain the product roadmap for assigned product lines. Support pricing strategy and profitability initiatives across assigned product lines. Coordinate and execute company price increases for retail, distributor, OEM, and special pricing accounts. Support product launches, literature updates, website content, and product documentation. Coordinate cross-functional product launches with Engineering, Marketing, Operations, Sales, Purchasing, Finance, Customer Service, and IT to ensure successful commercialization. Maintain competitive intelligence, including competitor cross-references, product comparisons, market positioning, and pricing information. Maintain product data within CRM, ERP, and other business systems to ensure accurate, timely, and complete information is available across the organization. Secondary Responsibilities Provide technical and product support for product comparisons and customer inquiries. Support the development, implementation, and measurement of promotional programs. Assist in developing and maintaining product roadmaps. Provide product tools, resources, and technical support to field sales personnel to help achieve annual sales objectives. Conduct product training for customer service representatives, factory sales personnel, distributors, and sales representatives. Assist in creating and maintaining customer-facing product literature, internal product documentation, technical resources, and product knowledge materials. Trade Shows & Travel Participate in industry trade shows and exhibitions as needed. Travel with sales representatives as needed to support customer visits, product training, product positioning, and Voice of Customer (VOC) collection. Knowledge, Skills & Abilities Strong analytical and problem-solving skills. Advanced Microsoft Excel proficiency. Excellent organizational skills and attention to detail. Strong project management and cross-functional coordination skills. Excellent written and verbal communication skills. Ability to manage multiple priorities in a fast-paced manufacturing environment. Key Performance Indicators Successful execution of company pricing initiatives. Accuracy of customer pricing files and ERP pricing data. Product master data accuracy. Margin reporting accuracy. Product launch readiness. Competitive intelligence database maintenance. Product documentation accuracy and completion. Cross-functional project execution. Requirements: PIce39244a20e5-8225
07/27/2026
Full time
Description: Baker Water Systems Product Specialist - Residential Products Department: Product Management Reports To: VP of Product Management & Strategy FLSA Status: Salaried Exempt Benefits Baker Water Systems offers a comprehensive benefits package designed to support our employees and their families, including: Medical, Dental, and Vision Insurance Health Savings Account (HSA) with Company Contribution Flexible Spending Accounts (FSA) 401(k) with Company Match Company-Paid Life Insurance Company-Paid Short-Term and Long-Term Disability Insurance Paid Time Off (PTO) Paid Holidays Employee Assistance Program (EAP) Wellness Program Tuition Reimbursement (where applicable) Career Growth and Development Opportunities Position Summary The Product Specialist is responsible for supporting product management and pricing strategy across Baker Water Systems' Residential product portfolio, including AY Pumps, Monitor Residential, and Campbell Manufacturing. This role supports pricing execution, profitability analysis, product data management, competitive intelligence, product lifecycle management, and cross-functional coordination to drive profitable growth, operational excellence, and successful product commercialization. Qualifications Bachelor's degree in Business, Marketing, Engineering, Supply Chain, Finance, Industrial Technology, or equivalent experience. Two to five years of experience in product management, product support, pricing, manufacturing, engineering, marketing, sales support, or a related field preferred. Experience with ERP systems and advanced Microsoft Excel preferred. Essential Responsibilities Own product margin, profitability, and pricing through the deployment of appropriate tracking and reporting methods to ensure near real-time visibility to margin and cost trends. Monitor product cost changes and recommend pricing actions to maintain profitability. Analyze the financial impact of supplier cost increases. Drive gross margin improvement through projects focused on pricing, cost, product positioning, and customer value. Support annual product portfolio reviews, including product rationalization, new product opportunities, and product lifecycle planning. Analyze competitive pricing, market trends, and industry developments. Support new product development initiatives and maintain the product roadmap for assigned product lines. Support pricing strategy and profitability initiatives across assigned product lines. Coordinate and execute company price increases for retail, distributor, OEM, and special pricing accounts. Support product launches, literature updates, website content, and product documentation. Coordinate cross-functional product launches with Engineering, Marketing, Operations, Sales, Purchasing, Finance, Customer Service, and IT to ensure successful commercialization. Maintain competitive intelligence, including competitor cross-references, product comparisons, market positioning, and pricing information. Maintain product data within CRM, ERP, and other business systems to ensure accurate, timely, and complete information is available across the organization. Secondary Responsibilities Provide technical and product support for product comparisons and customer inquiries. Support the development, implementation, and measurement of promotional programs. Assist in developing and maintaining product roadmaps. Provide product tools, resources, and technical support to field sales personnel to help achieve annual sales objectives. Conduct product training for customer service representatives, factory sales personnel, distributors, and sales representatives. Assist in creating and maintaining customer-facing product literature, internal product documentation, technical resources, and product knowledge materials. Trade Shows & Travel Participate in industry trade shows and exhibitions as needed. Travel with sales representatives as needed to support customer visits, product training, product positioning, and Voice of Customer (VOC) collection. Knowledge, Skills & Abilities Strong analytical and problem-solving skills. Advanced Microsoft Excel proficiency. Excellent organizational skills and attention to detail. Strong project management and cross-functional coordination skills. Excellent written and verbal communication skills. Ability to manage multiple priorities in a fast-paced manufacturing environment. Key Performance Indicators Successful execution of company pricing initiatives. Accuracy of customer pricing files and ERP pricing data. Product master data accuracy. Margin reporting accuracy. Product launch readiness. Competitive intelligence database maintenance. Product documentation accuracy and completion. Cross-functional project execution. Requirements: PIce39244a20e5-8225
Charles Schwab
VP, Financial Consultant- Brea, CA
Charles Schwab Brea, California
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/27/2026
Full time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Sr. Director, AI/ML Engineering
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Summary (Purpose of job): The Sr. Director (M5) leads major divisional functions or corporate sub functions, providing enterprise level strategic direction, long range planning, and operational leadership across multiple related disciplines. This role analyzes external business environments to anticipate trends, influence strategy, and recommend growth opportunities for the business unit. It directs second level managers and Directors, ensuring operational excellence, cross functional integration, and execution of high impact initiatives. The Sr. Director is financially accountable for operating plans, budgets, and forecasts, and manages complex organizational performance across services, programs, and customer outcomes. As a senior enterprise advisor, the Sr. Director interfaces with VPs and executive leaders to shape integrated business strategies and ensure alignment of products, solutions, and capabilities with organizational priorities. The role leads talent pipelines, strengthens leadership benches, and manages significant conflicts and disciplinary matters. It drives continuous improvement, optimizes cross functional workflows, and ensures strategic communication across stakeholder groups. The Sr. Director represents the function internally and externally, advancing McKesson's mission through innovation, strategic influence, and enterprise stewardship . Key Responsibilities: Proven leadership of AI/ML engineering orgs through a management layer - direct experience managing Directors and/or second-level (people) managers, not just individual senior engineers or a single flat team. Finance/P&L ownership at scale - has managed and grown an operating budget/forecast, not just consumed one handed down. Deep technical credibility in AI/ML systems - enough hands-on depth (ML lifecycle, data architecture, LLMs deployment at scale) to make and defend build/buy/architecture decisions with engineering teams and with executives. Executive-level stakeholder management - track record operating as a trusted advisor to VPs, not just presenting to them. Experience operating in a regulated or high-compliance enterprise environment (healthcare and pharma distribution) - given McKesson's regulatory and data-sensitivity context. Track record of translating business strategy into a multi-year technical roadmap and being held accountable for its execution. Minimum Requirements - Degree or equivalent experience. Typically requires 13+ years of professional experience and 6+ years of diversified leadership, planning, communication, organization, and people motivation skills (or equivalent experience). Critical Skills- 10 + years of experience in Responsible AI practices, model risk management, data governance, audit readiness Long-range planning (2-5 year horizons), competitive/market environment scanning, translating trends into roadmaps Partnering with Product, Data Engineering, Platform/Infra, Security, Legal/Compliance, and BU leaders Experience with enterprise-scale cloud AI/ML platforms (Azure services, Langchain/LangGraph, Python etc.) at production scale Succession planning, performance calibration, handling significant conflict and disciplinary matters Board/executive-level storytelling, translating technical complexity for non-technical stakeholders Strong Vendor & Partner Management - Build-vs-buy analysis, negotiating with cloud/AI vendors KPI/metrics frameworks, SLA management across services and programs, continuous improvement methodology Business impact scope - Has supported multiple business units, product lines, or customer segments concurrently Nice to Have Domain expertise in healthcare, pharmaceutical distribution, or supply chain preferred Candidate must be authorized to work in the U.S, now or in the future, without the support from McKesson. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $230,800 - $384,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/27/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Summary (Purpose of job): The Sr. Director (M5) leads major divisional functions or corporate sub functions, providing enterprise level strategic direction, long range planning, and operational leadership across multiple related disciplines. This role analyzes external business environments to anticipate trends, influence strategy, and recommend growth opportunities for the business unit. It directs second level managers and Directors, ensuring operational excellence, cross functional integration, and execution of high impact initiatives. The Sr. Director is financially accountable for operating plans, budgets, and forecasts, and manages complex organizational performance across services, programs, and customer outcomes. As a senior enterprise advisor, the Sr. Director interfaces with VPs and executive leaders to shape integrated business strategies and ensure alignment of products, solutions, and capabilities with organizational priorities. The role leads talent pipelines, strengthens leadership benches, and manages significant conflicts and disciplinary matters. It drives continuous improvement, optimizes cross functional workflows, and ensures strategic communication across stakeholder groups. The Sr. Director represents the function internally and externally, advancing McKesson's mission through innovation, strategic influence, and enterprise stewardship . Key Responsibilities: Proven leadership of AI/ML engineering orgs through a management layer - direct experience managing Directors and/or second-level (people) managers, not just individual senior engineers or a single flat team. Finance/P&L ownership at scale - has managed and grown an operating budget/forecast, not just consumed one handed down. Deep technical credibility in AI/ML systems - enough hands-on depth (ML lifecycle, data architecture, LLMs deployment at scale) to make and defend build/buy/architecture decisions with engineering teams and with executives. Executive-level stakeholder management - track record operating as a trusted advisor to VPs, not just presenting to them. Experience operating in a regulated or high-compliance enterprise environment (healthcare and pharma distribution) - given McKesson's regulatory and data-sensitivity context. Track record of translating business strategy into a multi-year technical roadmap and being held accountable for its execution. Minimum Requirements - Degree or equivalent experience. Typically requires 13+ years of professional experience and 6+ years of diversified leadership, planning, communication, organization, and people motivation skills (or equivalent experience). Critical Skills- 10 + years of experience in Responsible AI practices, model risk management, data governance, audit readiness Long-range planning (2-5 year horizons), competitive/market environment scanning, translating trends into roadmaps Partnering with Product, Data Engineering, Platform/Infra, Security, Legal/Compliance, and BU leaders Experience with enterprise-scale cloud AI/ML platforms (Azure services, Langchain/LangGraph, Python etc.) at production scale Succession planning, performance calibration, handling significant conflict and disciplinary matters Board/executive-level storytelling, translating technical complexity for non-technical stakeholders Strong Vendor & Partner Management - Build-vs-buy analysis, negotiating with cloud/AI vendors KPI/metrics frameworks, SLA management across services and programs, continuous improvement methodology Business impact scope - Has supported multiple business units, product lines, or customer segments concurrently Nice to Have Domain expertise in healthcare, pharmaceutical distribution, or supply chain preferred Candidate must be authorized to work in the U.S, now or in the future, without the support from McKesson. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $230,800 - $384,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Charles Schwab
VP, Financial Consultant- San Mateo, CA
Charles Schwab San Mateo, California
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/27/2026
Full time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Sr. Director, Commercial Finance
Brinks Coppell, Texas
Job Description Brinks Texas License About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. We believe in building partnerships that secure commerce and doing that requires fostering an engaged culture that values people with different backgrounds, ideas, and perspectives. We build a sense of belonging, so all employees feel respected, safe, and valued, and we provide equal opportunity to participate and grow. Job Description About the Role Brink's is seeking a dynamic and strategic leader to serve as the Senior Director - Commercial Finance for North America. As a key member of the North America Finance Leadership team, this role will serve as the primary strategic financial partner to the North Americal Commercial Leader and is responsible for driving sustainable, profitable growth across the region by providing deep financial visibility, rigorous deal-structuring oversight, optimized pricing frameworks, and data-driven commercial analytics. What You'll Do Drive Commercial Finance Excellence Serve as a strategic advisor to the SVP, North America Finance and financial business partner to the North America Commercial Leader Lead customer and product profitability analysis to inform strategic decisions Deliver actionable insights through financial modeling, scenario analysis, and forecasting Support annual planning and long-term revenue forecasting in partnership with FP&A Lead Revenue Management & Pricing Strategy Develop and execute pricing strategies, frameworks, and governance across North America Drive margin expansion through improved pricing discipline, analytics, and tools Partner with Sales on bid reviews, contract negotiations, and deal structuring Establish KPIs to monitor pricing effectiveness, revenue quality, and profitability Build Advanced Analytics & Insights Lead and develop a high-performing Commercial Finance and analytics team Leverage data and technology to identify revenue leakage and margin improvement opportunities Implement segmentation strategies to optimize customer mix and service offerings Enhance reporting capabilities to improve visibility and decision-making Partner Across the Business Collaborate with Sales, Operations, Product, and Strategy teams to align commercial initiatives with business goals Support transformation initiatives, including pricing systems and digital enablement Promote accountability and transparency in pricing compliance and execution Ensure Strong Governance Establish pricing governance models, approval frameworks, and compliance standards Ensure alignment with contractual commitments and internal financial controls Standardize processes and reporting across the region What You Bring Experience 15+ years of experience in finance, pricing, revenue management, or commercial strategy Proven leadership experience in complex, multi-site or service-based organizations (logistics, financial services, transportation, or similar industries preferred) Demonstrated success driving pricing transformation and margin improvement Experience supporting enterprise sales organizations and large, complex contracts Education Bachelor's degree in Finance, Business, Economics, or related field required MBA or advanced degree preferred Skills & Capabilities Deep expertise in pricing strategy, revenue management, and commercial finance Strong executive presence with the ability to influence and drive change Advanced analytical and financial modeling skills Proven ability to build and lead high-performing teams Experience with pricing systems, ERP platforms, and analytics tools Excellent communication and stakeholder management skills What's Next? Thank you for considering applying for a job at Brink's. To be considered for this position, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature. Upon completion of the application process, you will receive an email confirming that we have received your application. We will review all candidates and notify you of your status should we deem you fit for a job. Thank you again for your interest in a career at Brink's. For more information about future career opportunities, join our talent network, like our Facebook page or Follow us on X. Brink's is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, marital status, protected veteran status, sexual orientation, gender identity, genetic information, or history or any other characteristic protected by law. Brink's is also committed to providing a drug-free workplace. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
07/25/2026
Full time
Job Description Brinks Texas License About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. We believe in building partnerships that secure commerce and doing that requires fostering an engaged culture that values people with different backgrounds, ideas, and perspectives. We build a sense of belonging, so all employees feel respected, safe, and valued, and we provide equal opportunity to participate and grow. Job Description About the Role Brink's is seeking a dynamic and strategic leader to serve as the Senior Director - Commercial Finance for North America. As a key member of the North America Finance Leadership team, this role will serve as the primary strategic financial partner to the North Americal Commercial Leader and is responsible for driving sustainable, profitable growth across the region by providing deep financial visibility, rigorous deal-structuring oversight, optimized pricing frameworks, and data-driven commercial analytics. What You'll Do Drive Commercial Finance Excellence Serve as a strategic advisor to the SVP, North America Finance and financial business partner to the North America Commercial Leader Lead customer and product profitability analysis to inform strategic decisions Deliver actionable insights through financial modeling, scenario analysis, and forecasting Support annual planning and long-term revenue forecasting in partnership with FP&A Lead Revenue Management & Pricing Strategy Develop and execute pricing strategies, frameworks, and governance across North America Drive margin expansion through improved pricing discipline, analytics, and tools Partner with Sales on bid reviews, contract negotiations, and deal structuring Establish KPIs to monitor pricing effectiveness, revenue quality, and profitability Build Advanced Analytics & Insights Lead and develop a high-performing Commercial Finance and analytics team Leverage data and technology to identify revenue leakage and margin improvement opportunities Implement segmentation strategies to optimize customer mix and service offerings Enhance reporting capabilities to improve visibility and decision-making Partner Across the Business Collaborate with Sales, Operations, Product, and Strategy teams to align commercial initiatives with business goals Support transformation initiatives, including pricing systems and digital enablement Promote accountability and transparency in pricing compliance and execution Ensure Strong Governance Establish pricing governance models, approval frameworks, and compliance standards Ensure alignment with contractual commitments and internal financial controls Standardize processes and reporting across the region What You Bring Experience 15+ years of experience in finance, pricing, revenue management, or commercial strategy Proven leadership experience in complex, multi-site or service-based organizations (logistics, financial services, transportation, or similar industries preferred) Demonstrated success driving pricing transformation and margin improvement Experience supporting enterprise sales organizations and large, complex contracts Education Bachelor's degree in Finance, Business, Economics, or related field required MBA or advanced degree preferred Skills & Capabilities Deep expertise in pricing strategy, revenue management, and commercial finance Strong executive presence with the ability to influence and drive change Advanced analytical and financial modeling skills Proven ability to build and lead high-performing teams Experience with pricing systems, ERP platforms, and analytics tools Excellent communication and stakeholder management skills What's Next? Thank you for considering applying for a job at Brink's. To be considered for this position, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature. Upon completion of the application process, you will receive an email confirming that we have received your application. We will review all candidates and notify you of your status should we deem you fit for a job. Thank you again for your interest in a career at Brink's. For more information about future career opportunities, join our talent network, like our Facebook page or Follow us on X. Brink's is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, marital status, protected veteran status, sexual orientation, gender identity, genetic information, or history or any other characteristic protected by law. Brink's is also committed to providing a drug-free workplace. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Sr Director AMS Marketing
Brinks Coppell, Texas
Job Description Brinks Texas License About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. We believe in building partnerships that secure commerce and doing that requires fostering an engaged culture that values people with different backgrounds, ideas, and perspectives. We build a sense of belonging, so all employees feel respected, safe, and valued, and we provide equal opportunity to participate and grow. Job Description The Senior Director, Global AMS Marketing is responsible for setting and executing the global marketing strategy for Brink's ATM Managed Services (AMS) business. This role defines how Brink's end - to - end AMS capabilities are positioned, marketed, and commercialized across regions, customer segments, and channels worldwide. This is a strategic, commercially oriented marketing leadership role that sits closely aligned with sales, product, and operations. The role translates Brink's global AMS strategy into clear value propositions, differentiated messaging, and scalable go - to - market frameworks that support growth across mature and emerging markets. The Senior Director serves as a key thought partner to the EVP, Global AMS and regional AMS leaders, ensuring that Brink's operational scale, reliability, security, and integrated service model are clearly understood by customers and converted into measurable commercial impact. Key Responsibilities Global Marketing Strategy & Positioning Own and continuously refine the global marketing strategy for Brink's ATM Managed Services business, aligned to overall AMS growth priorities and financial objectives . Define and maintain clear, differentiated global positioning and value propositions for Brink's end - to - end AMS offering, including deployment, monitoring, forecasting, processing, maintenance, and lifecycle management. Ensure global consistency in how AMS capabilities are articulated, while enabling appropriate regional customization for local market needs. Go - to - Market & Commercial Enablement Develop scalable global go - to - market frameworks that support new customer acquisition, renewals, expansions, and solution adoption across regions. Partner closely with global and regional AMS sales leaders to enable pipeline growth through solution narratives, pitch materials, proposals, and customer - specific value messaging. Provide strategic marketing support for large, complex, multi - country AMS pursuits and key global accounts. Product & Solution Marketing Serve as the global marketing lead for ATM solutions, translating complex operational, technology, and delivery capabilities into clear, customer - centric messaging. Partner with global product, technology, and operations teams to support launches of new AMS capabilities, service enhancements, and bundled solutions. Own the global solution messaging architecture and ensure alignment across sales tools, customer communications, and digital channels. Market Insight & Competitive Intelligence Lead global market insight and competitive intelligence efforts across the AMS landscape, including banks, credit unions, retailers, independent ATM deployers, and fintech/payment providers. Translate insights into actionable positioning, segmentation strategies, and differentiated messaging by region and customer type. Equip sales and leadership teams with a clear understanding of competitive dynamics and Brink's points of differentiation. Demand Generation & Thought Leadership Design and oversee global demand generation and thought - leadership initiatives that reinforce Brink's leadership in ATM managed services. Partner with global marketing function to execute integrated campaigns, industry events, and executive - level customer engagements. Support Brink's external presence in the ATM, payments, and financial infrastructure ecosystem through targeted content and industry visibility. Cross - Functional & Global Leadership Act as a trusted advisor to the AMS leadership team on market trends, customer needs, and growth opportunities. Collaborate across regions and functions in a highly matrixed environment, influencing without direct authority. Ensure alignment between global strategy and regional execution while maintaining accountability for outcomes. How We Lead at Brink's At Brink's, leadership is defined by how we work, not by our title. Our leadership model guides how we lead, collaborate and grow: Take Ownership : Deliver results with excellence and hold yourself accountable. Collaborate Boldly : Partner across teams and regions to solve complex challenges. Stay Curious : Continuously seek opportunities to learn, improve, and innovate. Deliver with Integrity : Build trust by prioritizing safety, security, and ethical decision-making. Preferred Qualifications: 12+ years of progressive experience in B2B marketing, ideally within managed services, financial services, payments, fintech, or infrastructure - based industries. Bachelor's Degree in related field required. Demonstrated success leading global go - to - market, solution marketing, and commercial enablement efforts. Strong commercial orientation with proven experience partnering closely with senior sales and business leaders. Ability to translate complex, operationally intensive offerings into compelling, customer - focused value propositions. Experience operating effectively in a global, matrixed organization with regional leaders and diverse markets. Additional Requirements: Willingness to travel domestically and internationally as needed to support investor engagement. Ability to operate effectively in a fast - paced, highly visible environment with multiple stakeholders. High integrity, sound judgment, and discretion in handling sensitive and material non - public information. Comfort working across global time zones and with diverse cultures. What's Next? Thank you for considering applying for a job at Brink's. To be considered for this position, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature. Upon completion of the application process, you will receive an email confirming that we have received your application. We will review all candidates and notify you of your status should we deem you fit for a job. Thank you again for your interest in a career at Brink's. For more information about future career opportunities, join our talent network, like our Facebook page or Follow us on X. Brink's is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, marital status, protected veteran status, sexual orientation, gender identity, genetic information, or history or any other characteristic protected by law. Brink's is also committed to providing a drug-free workplace. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
07/24/2026
Full time
Job Description Brinks Texas License About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. We believe in building partnerships that secure commerce and doing that requires fostering an engaged culture that values people with different backgrounds, ideas, and perspectives. We build a sense of belonging, so all employees feel respected, safe, and valued, and we provide equal opportunity to participate and grow. Job Description The Senior Director, Global AMS Marketing is responsible for setting and executing the global marketing strategy for Brink's ATM Managed Services (AMS) business. This role defines how Brink's end - to - end AMS capabilities are positioned, marketed, and commercialized across regions, customer segments, and channels worldwide. This is a strategic, commercially oriented marketing leadership role that sits closely aligned with sales, product, and operations. The role translates Brink's global AMS strategy into clear value propositions, differentiated messaging, and scalable go - to - market frameworks that support growth across mature and emerging markets. The Senior Director serves as a key thought partner to the EVP, Global AMS and regional AMS leaders, ensuring that Brink's operational scale, reliability, security, and integrated service model are clearly understood by customers and converted into measurable commercial impact. Key Responsibilities Global Marketing Strategy & Positioning Own and continuously refine the global marketing strategy for Brink's ATM Managed Services business, aligned to overall AMS growth priorities and financial objectives . Define and maintain clear, differentiated global positioning and value propositions for Brink's end - to - end AMS offering, including deployment, monitoring, forecasting, processing, maintenance, and lifecycle management. Ensure global consistency in how AMS capabilities are articulated, while enabling appropriate regional customization for local market needs. Go - to - Market & Commercial Enablement Develop scalable global go - to - market frameworks that support new customer acquisition, renewals, expansions, and solution adoption across regions. Partner closely with global and regional AMS sales leaders to enable pipeline growth through solution narratives, pitch materials, proposals, and customer - specific value messaging. Provide strategic marketing support for large, complex, multi - country AMS pursuits and key global accounts. Product & Solution Marketing Serve as the global marketing lead for ATM solutions, translating complex operational, technology, and delivery capabilities into clear, customer - centric messaging. Partner with global product, technology, and operations teams to support launches of new AMS capabilities, service enhancements, and bundled solutions. Own the global solution messaging architecture and ensure alignment across sales tools, customer communications, and digital channels. Market Insight & Competitive Intelligence Lead global market insight and competitive intelligence efforts across the AMS landscape, including banks, credit unions, retailers, independent ATM deployers, and fintech/payment providers. Translate insights into actionable positioning, segmentation strategies, and differentiated messaging by region and customer type. Equip sales and leadership teams with a clear understanding of competitive dynamics and Brink's points of differentiation. Demand Generation & Thought Leadership Design and oversee global demand generation and thought - leadership initiatives that reinforce Brink's leadership in ATM managed services. Partner with global marketing function to execute integrated campaigns, industry events, and executive - level customer engagements. Support Brink's external presence in the ATM, payments, and financial infrastructure ecosystem through targeted content and industry visibility. Cross - Functional & Global Leadership Act as a trusted advisor to the AMS leadership team on market trends, customer needs, and growth opportunities. Collaborate across regions and functions in a highly matrixed environment, influencing without direct authority. Ensure alignment between global strategy and regional execution while maintaining accountability for outcomes. How We Lead at Brink's At Brink's, leadership is defined by how we work, not by our title. Our leadership model guides how we lead, collaborate and grow: Take Ownership : Deliver results with excellence and hold yourself accountable. Collaborate Boldly : Partner across teams and regions to solve complex challenges. Stay Curious : Continuously seek opportunities to learn, improve, and innovate. Deliver with Integrity : Build trust by prioritizing safety, security, and ethical decision-making. Preferred Qualifications: 12+ years of progressive experience in B2B marketing, ideally within managed services, financial services, payments, fintech, or infrastructure - based industries. Bachelor's Degree in related field required. Demonstrated success leading global go - to - market, solution marketing, and commercial enablement efforts. Strong commercial orientation with proven experience partnering closely with senior sales and business leaders. Ability to translate complex, operationally intensive offerings into compelling, customer - focused value propositions. Experience operating effectively in a global, matrixed organization with regional leaders and diverse markets. Additional Requirements: Willingness to travel domestically and internationally as needed to support investor engagement. Ability to operate effectively in a fast - paced, highly visible environment with multiple stakeholders. High integrity, sound judgment, and discretion in handling sensitive and material non - public information. Comfort working across global time zones and with diverse cultures. What's Next? Thank you for considering applying for a job at Brink's. To be considered for this position, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature. Upon completion of the application process, you will receive an email confirming that we have received your application. We will review all candidates and notify you of your status should we deem you fit for a job. Thank you again for your interest in a career at Brink's. For more information about future career opportunities, join our talent network, like our Facebook page or Follow us on X. Brink's is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, marital status, protected veteran status, sexual orientation, gender identity, genetic information, or history or any other characteristic protected by law. Brink's is also committed to providing a drug-free workplace. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Virtual Chief Information Officer
Itechra Inc La Crosse, Wisconsin
Virtual Chief Information Officer (vCIO) La Crosse, Wisconsin • Full-Time • Strategic Client Advisory Position Virtual Chief Information Officer (vCIO) Department Technology Success Location La Crosse, Wisconsin office Reports To VP of Service Delivery Employment Type Full-Time, Exempt Travel Regular travel to client sites across WI, MN, and surrounding service areas Compensation $90,000 - $110,000 annual base salary, plus full benefits package About Itechra Itechra is a Managed IT Services Provider (MSP) headquartered in Winona, Minnesota, with additional offices in Rochester and Roseville, Minnesota, and La Crosse, Eau Claire, and Milwaukee, Wisconsin. Since 2001, we have partnered with organizations across a variety of industries to provide technology support, cybersecurity solutions, cloud services, business consulting, and strategic guidance. We believe technology should support business growth, improve operational efficiency, and create long-term value for our clients. We pride ourselves on strong client relationships, exceptional service, and operating as a strategic technology partner, not just a vendor. Position Overview Itechra is seeking an experienced Virtual Chief Information Officer (vCIO) to join our growing Client Services team, based out of our La Crosse, Wisconsin office. In this role, you will act as a strategic partner to our clients - helping them leverage technology to drive business growth, strengthen security, and align IT initiatives with long-term business goals. You will work directly with business owners and C-suite leaders across a range of industries, guiding them through IT planning, budget strategy, compliance, and roadmap execution. Internally, you will collaborate with a passionate team dedicated to delivering exceptional IT outcomes. If you are a tech-savvy relationship builder who thrives on strategic impact and client success, we want to hear from you. Key Responsibilities Serve as the trusted strategic advisor to owner and C-suite stakeholders - the person clients call before making significant business or technology decisions.Build and maintain forward-looking, multi-year technology roadmaps for every assigned client, sequenced by business priority, budget, and risk.Lead Technology Business Reviews on a defined cadence, keeping every conversation focused on the client's business objectives.Own each client's technology alignment against Itechra's standards and drive measurable year-over-year improvement.Translate roadmaps into prioritized, business-justified project recommendations.Maintain a current view of each client's risk and compliance posture, and ensure the roadmap addresses material gaps.Partner with Itechra's Sales, Service, and Project teams to ensure client strategy is executed effectively.Contribute to the ongoing improvement of Itechra's vCIO methodology, tools, and client experience. Qualifications Required: Five (5) or more years in a client-facing strategic/advisory IT role (CIO, vCIO, IT consulting, or senior account/technology management).Proven ability to lead executive-level (owner / C-suite) conversations and drive decisions.Track record of building technology roadmaps and converting them into funded, executed projects.Skill in developing business cases, technology budgets, lifecycle planning, ROI analyses, and total cost of ownership recommendations.Working knowledge of IT infrastructure, systems, security, and risk - credible with both technical teams and business leaders.Experience with PSA, CRM, and documentation platforms (ConnectWise Manage, IT Glue, HaloPSA, Salesforce, or equivalent).Bachelor's degree in Information Technology, Business, or a related field, or equivalent practical experience.Valid driver's license, satisfactory driving record, and reliable transportation. Preferred: Prior experience within a Managed IT Services Provider (MSP) environment.Familiarity with cybersecurity frameworks (NIST CSF, NIST 800-171, CIS Controls, ISO 27001, CMMC 2.0).Relevant industry certifications (ITIL, PMP, CISSP, CISM, CompTIA, Microsoft, or vendor-specific).Experience serving small to mid-sized businesses (SMB) across regulated industries such as healthcare, financial services, manufacturing, or professional services. Key Competencies Strategic Advisor - Translates business needs into technology strategy that delivers measurable outcomes. Executive Communicator - Speaks the language of owners and C-suite leaders as fluently as the language of IT. Relationship Builder - Earns and maintains trust across long-term client engagements. Analytical & Financially Fluent - Builds credible business cases, budgets, and ROI models. Accountable & Organized - Manages a portfolio of clients with discipline, follow-through, and consistency. Collaborative - Partners effectively with Sales, Service, and Project teams to drive client success. Why Join Itechra Flexibility with accountability - We trust you to own your schedule and deliver results. Values-driven, locally owned MSP - with more than 25 years of industry experience and a strong growth trajectory. Meaningful impact - You will work directly with executive clients and see your strategies come to life. Collaborative culture - We support each other, celebrate wins, and invest in each other's growth. Career development - We invest in your growth and leadership. Competitive compensation and comprehensive benefits - including: Health, dental, and vision insurance 401(k) with company match Paid time off Paid holidays Professional development and continuing education support Essential Functions & Work Environment Regular travel to client sites throughout Wisconsin, Minnesota, and surrounding service areas is an essential function of this role and may include occasional overnight travel. A valid driver's license, satisfactory driving record, and reliable transportation are required.Extended periods of computer and phone use; ability to lead virtual and in-person meetings; ability to travel independently between client sites.Occasional lifting of equipment up to 25 lbs. Pre-Employment Requirements Successful completion of a background screening.Successful completion of a motor vehicle record (MVR) check.Compliance with all company security, confidentiality, and information protection policies.Signed offer letter, confidentiality agreement, and IT acceptable use acknowledgment. How to Apply If you are a strategic thinker who thrives on building relationships, driving innovation, and making a measurable impact through technology, we would love to connect with you. Apply today through our ADP careers portal and take the next step in your career with a forward-thinking, locally owned MSP committed to excellence. Equal Employment Opportunity Itechra is an Equal Opportunity Employer. We do not discriminate against any employee, applicant, or other covered individual on the basis of race, color, creed, religion, national origin, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity, gender expression, marital status, familial status, status with regard to public assistance, membership or activity in a local human rights commission, disability, age, genetic information, military or veteran status, or any other characteristic protected by federal, state, or local law (including the Minnesota Human Rights Act and the Wisconsin Fair Employment Act). Itechra is committed to providing reasonable accommodations to qualified applicants and employees with disabilities. If you require an accommodation to participate in the application or interview process, please contact Human Resources. Compensation details: 00 Yearly Salary PI2d203033dbaf-7107
07/24/2026
Full time
Virtual Chief Information Officer (vCIO) La Crosse, Wisconsin • Full-Time • Strategic Client Advisory Position Virtual Chief Information Officer (vCIO) Department Technology Success Location La Crosse, Wisconsin office Reports To VP of Service Delivery Employment Type Full-Time, Exempt Travel Regular travel to client sites across WI, MN, and surrounding service areas Compensation $90,000 - $110,000 annual base salary, plus full benefits package About Itechra Itechra is a Managed IT Services Provider (MSP) headquartered in Winona, Minnesota, with additional offices in Rochester and Roseville, Minnesota, and La Crosse, Eau Claire, and Milwaukee, Wisconsin. Since 2001, we have partnered with organizations across a variety of industries to provide technology support, cybersecurity solutions, cloud services, business consulting, and strategic guidance. We believe technology should support business growth, improve operational efficiency, and create long-term value for our clients. We pride ourselves on strong client relationships, exceptional service, and operating as a strategic technology partner, not just a vendor. Position Overview Itechra is seeking an experienced Virtual Chief Information Officer (vCIO) to join our growing Client Services team, based out of our La Crosse, Wisconsin office. In this role, you will act as a strategic partner to our clients - helping them leverage technology to drive business growth, strengthen security, and align IT initiatives with long-term business goals. You will work directly with business owners and C-suite leaders across a range of industries, guiding them through IT planning, budget strategy, compliance, and roadmap execution. Internally, you will collaborate with a passionate team dedicated to delivering exceptional IT outcomes. If you are a tech-savvy relationship builder who thrives on strategic impact and client success, we want to hear from you. Key Responsibilities Serve as the trusted strategic advisor to owner and C-suite stakeholders - the person clients call before making significant business or technology decisions.Build and maintain forward-looking, multi-year technology roadmaps for every assigned client, sequenced by business priority, budget, and risk.Lead Technology Business Reviews on a defined cadence, keeping every conversation focused on the client's business objectives.Own each client's technology alignment against Itechra's standards and drive measurable year-over-year improvement.Translate roadmaps into prioritized, business-justified project recommendations.Maintain a current view of each client's risk and compliance posture, and ensure the roadmap addresses material gaps.Partner with Itechra's Sales, Service, and Project teams to ensure client strategy is executed effectively.Contribute to the ongoing improvement of Itechra's vCIO methodology, tools, and client experience. Qualifications Required: Five (5) or more years in a client-facing strategic/advisory IT role (CIO, vCIO, IT consulting, or senior account/technology management).Proven ability to lead executive-level (owner / C-suite) conversations and drive decisions.Track record of building technology roadmaps and converting them into funded, executed projects.Skill in developing business cases, technology budgets, lifecycle planning, ROI analyses, and total cost of ownership recommendations.Working knowledge of IT infrastructure, systems, security, and risk - credible with both technical teams and business leaders.Experience with PSA, CRM, and documentation platforms (ConnectWise Manage, IT Glue, HaloPSA, Salesforce, or equivalent).Bachelor's degree in Information Technology, Business, or a related field, or equivalent practical experience.Valid driver's license, satisfactory driving record, and reliable transportation. Preferred: Prior experience within a Managed IT Services Provider (MSP) environment.Familiarity with cybersecurity frameworks (NIST CSF, NIST 800-171, CIS Controls, ISO 27001, CMMC 2.0).Relevant industry certifications (ITIL, PMP, CISSP, CISM, CompTIA, Microsoft, or vendor-specific).Experience serving small to mid-sized businesses (SMB) across regulated industries such as healthcare, financial services, manufacturing, or professional services. Key Competencies Strategic Advisor - Translates business needs into technology strategy that delivers measurable outcomes. Executive Communicator - Speaks the language of owners and C-suite leaders as fluently as the language of IT. Relationship Builder - Earns and maintains trust across long-term client engagements. Analytical & Financially Fluent - Builds credible business cases, budgets, and ROI models. Accountable & Organized - Manages a portfolio of clients with discipline, follow-through, and consistency. Collaborative - Partners effectively with Sales, Service, and Project teams to drive client success. Why Join Itechra Flexibility with accountability - We trust you to own your schedule and deliver results. Values-driven, locally owned MSP - with more than 25 years of industry experience and a strong growth trajectory. Meaningful impact - You will work directly with executive clients and see your strategies come to life. Collaborative culture - We support each other, celebrate wins, and invest in each other's growth. Career development - We invest in your growth and leadership. Competitive compensation and comprehensive benefits - including: Health, dental, and vision insurance 401(k) with company match Paid time off Paid holidays Professional development and continuing education support Essential Functions & Work Environment Regular travel to client sites throughout Wisconsin, Minnesota, and surrounding service areas is an essential function of this role and may include occasional overnight travel. A valid driver's license, satisfactory driving record, and reliable transportation are required.Extended periods of computer and phone use; ability to lead virtual and in-person meetings; ability to travel independently between client sites.Occasional lifting of equipment up to 25 lbs. Pre-Employment Requirements Successful completion of a background screening.Successful completion of a motor vehicle record (MVR) check.Compliance with all company security, confidentiality, and information protection policies.Signed offer letter, confidentiality agreement, and IT acceptable use acknowledgment. How to Apply If you are a strategic thinker who thrives on building relationships, driving innovation, and making a measurable impact through technology, we would love to connect with you. Apply today through our ADP careers portal and take the next step in your career with a forward-thinking, locally owned MSP committed to excellence. Equal Employment Opportunity Itechra is an Equal Opportunity Employer. We do not discriminate against any employee, applicant, or other covered individual on the basis of race, color, creed, religion, national origin, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity, gender expression, marital status, familial status, status with regard to public assistance, membership or activity in a local human rights commission, disability, age, genetic information, military or veteran status, or any other characteristic protected by federal, state, or local law (including the Minnesota Human Rights Act and the Wisconsin Fair Employment Act). Itechra is committed to providing reasonable accommodations to qualified applicants and employees with disabilities. If you require an accommodation to participate in the application or interview process, please contact Human Resources. Compensation details: 00 Yearly Salary PI2d203033dbaf-7107

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