Reporting to the President, the Chief Strategy Officer (CSO) will set and oversee the execution of the strategy required for our Global Financial client to scale its impact. The ideal candidate will ensure that these specialized areas will work seamlessly to offer comprehensive and coordinated services to our clients and our partners.
The ideal candidate will also coordinate with the other functional areas within the organization to ensure a high-performing organization that delivers on the vision that it seeks to achieve. The new CSO will manage a highly talented and passionate team and ensure coordination, collaboration, and effective communication between departments in a fast-paced and highly entrepreneurial context. S/he will promote and facilitate strategic conversations aimed at strengthening information sharing, organizational learning, and continuous improvement around impact, while maintaining alignment with client needs and compliance with relevant government regulation. The CSO will serve as a key external representative to diverse partners, articulating the company mission, vision, values, and objectives and in collaboration with the Chief Engagement Officer, will build effective and mutually beneficial partnerships.
The Chief Strategy Officer will be a seasoned leader and manager with a proven record of success in building and scaling innovative organizations, leading highly effective and talented teams, and driving strategy and planning across complex programs. S/he will naturally thrive in fast-paced environments, be an excellent communicator and manager, and have extensive experience successfully building relationships across government, nonprofit, and corporate sectors. The ideal candidate will have an understanding of the policy change process and bring a well-developed ability to use evidence, outcomes, and research to inform strategy. S/he will have a strong personal commitment to the company mission to transform the way services are delivered to those in need, and the flexibility to evolve along with the organization as it plans for a new era of expansion and impact.
Core Duties:
- Establishes the vision and drives the market forward through motivating peers and subordinate managers to institute changes as needed
- Responsible for strategic planning, strategic management and assuring linkage between the Long Range Financial Plan and service area strategic plan
- Coordinates and drives the service area annual strategic planning process
- Manages ongoing implementation of the service area strategic plan and ensures management decisions align with successful plan implementation
- Promotes corporation and ensures positive stakeholder relations
- Master's degree (or equivalent experience and education)
- Ten years of experience in Retail
- Seven years of experience in Management
- Five years of experience in Management Consulting
Boston area Banking COO
Role Summary:
The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of this Retail Banking company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep consumer lending industry knowledge, a proven track record of operational excellence, and strong leadership skills.
Key Qualifications:
-Financial Operational Strategy & Execution
-Team Leadership & Management
-Regulatory & Risk Management
-Banking & AML Technology
Experience & Education:
MBA preferred with 12+ years of progressive senior banking experience.
","ExternalPrimaryKey":null,"JobCode":"sx8sxs9uo84seofbqr5izc4pwo","State":"MA","Title":"Retail Banking COO Boston Area","UrlSlug":null,"Zip":"2212"},{"CreatedBy_Id":"91753efb-12a3-4ea3-6c7b-44918ca9db08","CreatedBy_Name":"Nelia Villegas","CreatedOn":"2024-04-09T13:20:49.42Z","Id":"b5a74460-faaa-4903-8ca2-98df9758dc08","LastPostedOn":"2024-04-09T13:22:04Z","ModifiedBy_Id":"38da0d7f-3b62-4cc2-a94e-56c5017cdb08","ModifiedBy_Name":"Larry Rubin","PrimaryOwnerName":"Nelia Villegas","ModifiedOn":"2025-02-25T16:27:59.84Z","Owners":[{"Id":"91753efb-12a3-4ea3-6c7b-44918ca9db08","IsPrimary":true,"Name":"Nelia Villegas"},{"Id":"38da0d7f-3b62-4cc2-a94e-56c5017cdb08","IsPrimary":false,"Name":"Larry Rubin"}],"City":null,"CompanyName":"Talent Partners","Compensation":null,"Country_Id":null,"Country_Name":null,"Description":"
Our client helps more than 700 businesses in all 50 states reduce costs by effectively managing HR functions. They help clients with payroll, HR compliance, employee benefits & risk management services, through PEO environments or ASO arrangements.
Eligible candidates will reside in any large metro-USA location. This is a remote opportunity.
The ideal candidate will have strong broker connections.
- Determines annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and results.
- Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products.
- Implements national sales programs by developing field sales action plans.
- Maintains sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.
- Establishes and adjusts selling prices by monitoring costs, competition, and supply and demand.
- Completes national sales operational requirements by scheduling and assigning employees; following up on work results.
- Maintains national sales staff by recruiting, selecting, orienting, and training employees.
- Maintains national sales staff job results by counseling and disciplining employees; planning, monitoring, and appraising job results.
Our client is a growing HR platform company, focusing on Payroll, Benefits, Human Resources, 401K & Workers Comp. They are looking for a sales executive with experience selling PEO, payroll, or benefits with a track record of hitting / exceeding quotas.
This individual will report directly to the VP. The company offers a competitive base plus aggressive uncapped residual commission.
Requirements
- 5+ years of experience working in a PEO or as a licensed health insurance individual
- True hunter mentality
- Ideally someone with expertise Midwestern or Southeastern market
- Proven success selling PEO and record of sales awards
- Responsible for the generation of sales of PEO
- Strong broker relationships and the ability to build & nurture partnerships with prospects and clients
Our client is hiring a HR Compliance Program Manager who will be responsible for managing all aspects of the company's Compliance Program. They will join the Global HR Policy and Compliance team within the HR Shared Services center of excellence.
Responsibilities: Lead, monitor, enhance HR program structure in alignment with enterprise risk management and corporate legal compliance standards.
- Drive improvement project tracking including document and maintain the controls in high risk areas of HR.
- Prioritize initiatives to assess existing controls (self-reviews/audits) and implement measures to enhance controls or close gaps/perceived gaps as needed.
- Regularly advises HR leadership on compliance risks and mitigation activities.
- Leads projects to address regulatory mandates, or risk-based internal mandates. Manages compliance calendars, scheduling, and leading meetings with compliance representatives from COEs, and tracking workstream progress.
- Develop and implement action plan for required compliance changes by working with the legal team to monitor and track regulatory changes in high risk areas
- Supports legal and compliance objectives for the associate population as needed with employment law focus, but also with data privacy as needed.
- Has authority to raise compliance issues and concerns directly to HR stakeholders
- Build content, discussion items and follow up actions for regular meetings
Requirements:
- BA in Business Administration or liberal arts required. Concentration in Human Resources, English, Communication, Political Science preferred.
- Advanced degrees and/or certifications in legal field preferred.
- 7-10 years of legal, compliance, audit, and/or risk management experience.
- Marketing and Project Management experience preferred.
- Experience working for a large, global corporation in a compliance role.
- Experience with risk analysis, development and documentation of controls/standard operating procedures, and process improvement.
- Experience in the areas of HR, legal, data privacy, payroll with a compliance focus, preferred.
- Knowledge of human capital management and/or financial services industries, and components thereof, preferred.
- Ability to track and navigate regulatory requirements in labor and employment space, and drive changes in HR needed for compliance.
- Ability to create, document, and follow succinct action plans, and drive others to meet milestones needed for completion.
- Prospect, develop, propose and bind new business; pursue new client prospects through telemarketing, networking, and personal referrals
- Maintain existing client relationships
- Assist in the collection of required coverage information and necessary deposit and renewal premiums
- Oversee all aspects of your new clients with the assigned account manager
- Drive and support cross-selling strategies for existing clients, as well as new relationships
- Foster and seek relationships with teammates across all levels of the organization
- Ensure compliance with government agencies and corporate policies and procedures
- Attend training sessions, courses, etc. to maintain up-to-date skills
What You’ll Need
- Bachelor’s Degree, or an equivalent combination of education and experience may be considered
- 4+ years’ experience in B2B sales in PEO, HRIS, Payroll, Employee Benefits, or similar industry
- Strong financial aptitude
The Territory Sales Manager must be an expert in human capital challenges, such as payroll, benefits, risk management, talent strategy, HR transformation and workforce planning and analytics. They will be responsible for identifying, qualifying, presenting, and selling PEO & Consulting services.
- Collaborate with Senior Executives to establish sales goals.
- Forecast, hit or exceed both personal and team sales goals.
- Recruits, selects, and directs sales staff in meeting or exceeding corporate goals.
- Ensure accuracy of weekly activity reports and audits commission and expense reports.
- Initiates, participates in, and supervises on-going training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.
- Cultivates, develops, and participates in developing a regional networking and associate groups to develop business opportunities.
- Prospecting for new clients and new referral sourced utilizing the phone. Seminars, current client visits, or other local marketing programs as necessary and assigning the team in prospecting efforts.
- Understands sales cycle and coaching team to achieve sales goals.
- Travels within Territory to make in-person contacts with potential clients and assisting team with sales meetings.
- Compiles lists of prospective customers for use as sales leads, based on information from publications, databases, trusted advisors, client referrals, and other sources.
- Manages all persona leads from the initial contact to close of the sale; to include any marketing activity such as tele-prospecting, endorsed mailing, direct mail, etc.
Requirements
- 5 years of successful b2b sales experience.
- 3 years Professional Employer Organization (PEO) sales experience required.
- 2 years of experience selling to small-medium sized businesses.
- 2 years managing a b2b sales team required.
- Proven experience in the consultative sales process.
Reporting to the President, the Chief Strategy Officer (CSO) will set and oversee the execution of the strategy required for our Global Financial client to scale its impact. The ideal candidate will ensure that these specialized areas will work seamlessly to offer comprehensive and coordinated services to our clients and our partners.
The ideal candidate will also coordinate with the other functional areas within the organization to ensure a high-performing organization that delivers on the vision that it seeks to achieve. The new CSO will manage a highly talented and passionate team and ensure coordination, collaboration, and effective communication between departments in a fast-paced and highly entrepreneurial context. S/he will promote and facilitate strategic conversations aimed at strengthening information sharing, organizational learning, and continuous improvement around impact, while maintaining alignment with client needs and compliance with relevant government regulation. The CSO will serve as a key external representative to diverse partners, articulating the company mission, vision, values, and objectives and in collaboration with the Chief Engagement Officer, will build effective and mutually beneficial partnerships.
The Chief Strategy Officer will be a seasoned leader and manager with a proven record of success in building and scaling innovative organizations, leading highly effective and talented teams, and driving strategy and planning across complex programs. S/he will naturally thrive in fast-paced environments, be an excellent communicator and manager, and have extensive experience successfully building relationships across government, nonprofit, and corporate sectors. The ideal candidate will have an understanding of the policy change process and bring a well-developed ability to use evidence, outcomes, and research to inform strategy. S/he will have a strong personal commitment to the company mission to transform the way services are delivered to those in need, and the flexibility to evolve along with the organization as it plans for a new era of expansion and impact.
Core Duties:
- Establishes the vision and drives the market forward through motivating peers and subordinate managers to institute changes as needed
- Responsible for strategic planning, strategic management and assuring linkage between the Long Range Financial Plan and service area strategic plan
- Coordinates and drives the service area annual strategic planning process
- Manages ongoing implementation of the service area strategic plan and ensures management decisions align with successful plan implementation
- Promotes corporation and ensures positive stakeholder relations
- Master's degree (or equivalent experience and education)
- Ten years of experience in Retail
- Seven years of experience in Management
- Five years of experience in Management Consulting
Boston area Banking COO
Role Summary:
The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of this Retail Banking company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep consumer lending industry knowledge, a proven track record of operational excellence, and strong leadership skills.
Key Qualifications:
-Financial Operational Strategy & Execution
-Team Leadership & Management
-Regulatory & Risk Management
-Banking & AML Technology
Experience & Education:
MBA preferred with 12+ years of progressive senior banking experience.
","ExternalPrimaryKey":null,"JobCode":"sx8sxs9uo84seofbqr5izc4pwo","State":"MA","Title":"Retail Banking COO Boston Area","UrlSlug":null,"Zip":"2212"},{"CreatedBy_Id":"91753efb-12a3-4ea3-6c7b-44918ca9db08","CreatedBy_Name":"Nelia Villegas","CreatedOn":"2024-04-09T13:20:49.42Z","Id":"b5a74460-faaa-4903-8ca2-98df9758dc08","LastPostedOn":"2024-04-09T13:22:04Z","ModifiedBy_Id":"38da0d7f-3b62-4cc2-a94e-56c5017cdb08","ModifiedBy_Name":"Larry Rubin","PrimaryOwnerName":"Nelia Villegas","ModifiedOn":"2025-02-25T16:27:59.84Z","Owners":[{"Id":"91753efb-12a3-4ea3-6c7b-44918ca9db08","IsPrimary":true,"Name":"Nelia Villegas"},{"Id":"38da0d7f-3b62-4cc2-a94e-56c5017cdb08","IsPrimary":false,"Name":"Larry Rubin"}],"City":null,"CompanyName":"Talent Partners","Compensation":null,"Country_Id":null,"Country_Name":null,"Description":"
Our client helps more than 700 businesses in all 50 states reduce costs by effectively managing HR functions. They help clients with payroll, HR compliance, employee benefits & risk management services, through PEO environments or ASO arrangements.
Eligible candidates will reside in any large metro-USA location. This is a remote opportunity.
The ideal candidate will have strong broker connections.
- Determines annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and results.
- Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products.
- Implements national sales programs by developing field sales action plans.
- Maintains sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.
- Establishes and adjusts selling prices by monitoring costs, competition, and supply and demand.
- Completes national sales operational requirements by scheduling and assigning employees; following up on work results.
- Maintains national sales staff by recruiting, selecting, orienting, and training employees.
- Maintains national sales staff job results by counseling and disciplining employees; planning, monitoring, and appraising job results.
Our client is a growing HR platform company, focusing on Payroll, Benefits, Human Resources, 401K & Workers Comp. They are looking for a sales executive with experience selling PEO, payroll, or benefits with a track record of hitting / exceeding quotas.
This individual will report directly to the VP. The company offers a competitive base plus aggressive uncapped residual commission.
Requirements
- 5+ years of experience working in a PEO or as a licensed health insurance individual
- True hunter mentality
- Ideally someone with expertise Midwestern or Southeastern market
- Proven success selling PEO and record of sales awards
- Responsible for the generation of sales of PEO
- Strong broker relationships and the ability to build & nurture partnerships with prospects and clients
Our client is hiring a HR Compliance Program Manager who will be responsible for managing all aspects of the company's Compliance Program. They will join the Global HR Policy and Compliance team within the HR Shared Services center of excellence.
Responsibilities: Lead, monitor, enhance HR program structure in alignment with enterprise risk management and corporate legal compliance standards.
- Drive improvement project tracking including document and maintain the controls in high risk areas of HR.
- Prioritize initiatives to assess existing controls (self-reviews/audits) and implement measures to enhance controls or close gaps/perceived gaps as needed.
- Regularly advises HR leadership on compliance risks and mitigation activities.
- Leads projects to address regulatory mandates, or risk-based internal mandates. Manages compliance calendars, scheduling, and leading meetings with compliance representatives from COEs, and tracking workstream progress.
- Develop and implement action plan for required compliance changes by working with the legal team to monitor and track regulatory changes in high risk areas
- Supports legal and compliance objectives for the associate population as needed with employment law focus, but also with data privacy as needed.
- Has authority to raise compliance issues and concerns directly to HR stakeholders
- Build content, discussion items and follow up actions for regular meetings
Requirements:
- BA in Business Administration or liberal arts required. Concentration in Human Resources, English, Communication, Political Science preferred.
- Advanced degrees and/or certifications in legal field preferred.
- 7-10 years of legal, compliance, audit, and/or risk management experience.
- Marketing and Project Management experience preferred.
- Experience working for a large, global corporation in a compliance role.
- Experience with risk analysis, development and documentation of controls/standard operating procedures, and process improvement.
- Experience in the areas of HR, legal, data privacy, payroll with a compliance focus, preferred.
- Knowledge of human capital management and/or financial services industries, and components thereof, preferred.
- Ability to track and navigate regulatory requirements in labor and employment space, and drive changes in HR needed for compliance.
- Ability to create, document, and follow succinct action plans, and drive others to meet milestones needed for completion.
- Prospect, develop, propose and bind new business; pursue new client prospects through telemarketing, networking, and personal referrals
- Maintain existing client relationships
- Assist in the collection of required coverage information and necessary deposit and renewal premiums
- Oversee all aspects of your new clients with the assigned account manager
- Drive and support cross-selling strategies for existing clients, as well as new relationships
- Foster and seek relationships with teammates across all levels of the organization
- Ensure compliance with government agencies and corporate policies and procedures
- Attend training sessions, courses, etc. to maintain up-to-date skills
What You’ll Need
- Bachelor’s Degree, or an equivalent combination of education and experience may be considered
- 4+ years’ experience in B2B sales in PEO, HRIS, Payroll, Employee Benefits, or similar industry
- Strong financial aptitude
The Territory Sales Manager must be an expert in human capital challenges, such as payroll, benefits, risk management, talent strategy, HR transformation and workforce planning and analytics. They will be responsible for identifying, qualifying, presenting, and selling PEO & Consulting services.
- Collaborate with Senior Executives to establish sales goals.
- Forecast, hit or exceed both personal and team sales goals.
- Recruits, selects, and directs sales staff in meeting or exceeding corporate goals.
- Ensure accuracy of weekly activity reports and audits commission and expense reports.
- Initiates, participates in, and supervises on-going training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.
- Cultivates, develops, and participates in developing a regional networking and associate groups to develop business opportunities.
- Prospecting for new clients and new referral sourced utilizing the phone. Seminars, current client visits, or other local marketing programs as necessary and assigning the team in prospecting efforts.
- Understands sales cycle and coaching team to achieve sales goals.
- Travels within Territory to make in-person contacts with potential clients and assisting team with sales meetings.
- Compiles lists of prospective customers for use as sales leads, based on information from publications, databases, trusted advisors, client referrals, and other sources.
- Manages all persona leads from the initial contact to close of the sale; to include any marketing activity such as tele-prospecting, endorsed mailing, direct mail, etc.
Requirements
- 5 years of successful b2b sales experience.
- 3 years Professional Employer Organization (PEO) sales experience required.
- 2 years of experience selling to small-medium sized businesses.
- 2 years managing a b2b sales team required.
- Proven experience in the consultative sales process.
Reporting to the President, the Chief Strategy Officer (CSO) will set and oversee the execution of the strategy required for our Global Financial client to scale its impact. The ideal candidate will ensure that these specialized areas will work seamlessly to offer comprehensive and coordinated services to our clients and our partners.
The ideal candidate will also coordinate with the other functional areas within the organization to ensure a high-performing organization that delivers on the vision that it seeks to achieve. The new CSO will manage a highly talented and passionate team and ensure coordination, collaboration, and effective communication between departments in a fast-paced and highly entrepreneurial context. S/he will promote and facilitate strategic conversations aimed at strengthening information sharing, organizational learning, and continuous improvement around impact, while maintaining alignment with client needs and compliance with relevant government regulation. The CSO will serve as a key external representative to diverse partners, articulating the company mission, vision, values, and objectives and in collaboration with the Chief Engagement Officer, will build effective and mutually beneficial partnerships.
The Chief Strategy Officer will be a seasoned leader and manager with a proven record of success in building and scaling innovative organizations, leading highly effective and talented teams, and driving strategy and planning across complex programs. S/he will naturally thrive in fast-paced environments, be an excellent communicator and manager, and have extensive experience successfully building relationships across government, nonprofit, and corporate sectors. The ideal candidate will have an understanding of the policy change process and bring a well-developed ability to use evidence, outcomes, and research to inform strategy. S/he will have a strong personal commitment to the company mission to transform the way services are delivered to those in need, and the flexibility to evolve along with the organization as it plans for a new era of expansion and impact.
Core Duties:
- Establishes the vision and drives the market forward through motivating peers and subordinate managers to institute changes as needed
- Responsible for strategic planning, strategic management and assuring linkage between the Long Range Financial Plan and service area strategic plan
- Coordinates and drives the service area annual strategic planning process
- Manages ongoing implementation of the service area strategic plan and ensures management decisions align with successful plan implementation
- Promotes corporation and ensures positive stakeholder relations
- Master's degree (or equivalent experience and education)
- Ten years of experience in Retail
- Seven years of experience in Management
- Five years of experience in Management Consulting
Boston area Banking COO
Role Summary:
The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of this Retail Banking company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep consumer lending industry knowledge, a proven track record of operational excellence, and strong leadership skills.
Key Qualifications:
-Financial Operational Strategy & Execution
-Team Leadership & Management
-Regulatory & Risk Management
-Banking & AML Technology
Experience & Education:
MBA preferred with 12+ years of progressive senior banking experience.
","ExternalPrimaryKey":null,"JobCode":"sx8sxs9uo84seofbqr5izc4pwo","State":"MA","Title":"Retail Banking COO Boston Area","UrlSlug":null,"Zip":"2212"},{"CreatedBy_Id":"91753efb-12a3-4ea3-6c7b-44918ca9db08","CreatedBy_Name":"Nelia Villegas","CreatedOn":"2024-04-09T13:20:49.42Z","Id":"b5a74460-faaa-4903-8ca2-98df9758dc08","LastPostedOn":"2024-04-09T13:22:04Z","ModifiedBy_Id":"38da0d7f-3b62-4cc2-a94e-56c5017cdb08","ModifiedBy_Name":"Larry Rubin","PrimaryOwnerName":"Nelia Villegas","ModifiedOn":"2025-02-25T16:27:59.84Z","Owners":[{"Id":"91753efb-12a3-4ea3-6c7b-44918ca9db08","IsPrimary":true,"Name":"Nelia Villegas"},{"Id":"38da0d7f-3b62-4cc2-a94e-56c5017cdb08","IsPrimary":false,"Name":"Larry Rubin"}],"City":null,"CompanyName":"Talent Partners","Compensation":null,"Country_Id":null,"Country_Name":null,"Description":"
Our client helps more than 700 businesses in all 50 states reduce costs by effectively managing HR functions. They help clients with payroll, HR compliance, employee benefits & risk management services, through PEO environments or ASO arrangements.
Eligible candidates will reside in any large metro-USA location. This is a remote opportunity.
The ideal candidate will have strong broker connections.
- Determines annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and results.
- Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products.
- Implements national sales programs by developing field sales action plans.
- Maintains sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.
- Establishes and adjusts selling prices by monitoring costs, competition, and supply and demand.
- Completes national sales operational requirements by scheduling and assigning employees; following up on work results.
- Maintains national sales staff by recruiting, selecting, orienting, and training employees.
- Maintains national sales staff job results by counseling and disciplining employees; planning, monitoring, and appraising job results.
Our client is a growing HR platform company, focusing on Payroll, Benefits, Human Resources, 401K & Workers Comp. They are looking for a sales executive with experience selling PEO, payroll, or benefits with a track record of hitting / exceeding quotas.
This individual will report directly to the VP. The company offers a competitive base plus aggressive uncapped residual commission.
Requirements
- 5+ years of experience working in a PEO or as a licensed health insurance individual
- True hunter mentality
- Ideally someone with expertise Midwestern or Southeastern market
- Proven success selling PEO and record of sales awards
- Responsible for the generation of sales of PEO
- Strong broker relationships and the ability to build & nurture partnerships with prospects and clients
Our client is hiring a HR Compliance Program Manager who will be responsible for managing all aspects of the company's Compliance Program. They will join the Global HR Policy and Compliance team within the HR Shared Services center of excellence.
Responsibilities: Lead, monitor, enhance HR program structure in alignment with enterprise risk management and corporate legal compliance standards.
- Drive improvement project tracking including document and maintain the controls in high risk areas of HR.
- Prioritize initiatives to assess existing controls (self-reviews/audits) and implement measures to enhance controls or close gaps/perceived gaps as needed.
- Regularly advises HR leadership on compliance risks and mitigation activities.
- Leads projects to address regulatory mandates, or risk-based internal mandates. Manages compliance calendars, scheduling, and leading meetings with compliance representatives from COEs, and tracking workstream progress.
- Develop and implement action plan for required compliance changes by working with the legal team to monitor and track regulatory changes in high risk areas
- Supports legal and compliance objectives for the associate population as needed with employment law focus, but also with data privacy as needed.
- Has authority to raise compliance issues and concerns directly to HR stakeholders
- Build content, discussion items and follow up actions for regular meetings
Requirements:
- BA in Business Administration or liberal arts required. Concentration in Human Resources, English, Communication, Political Science preferred.
- Advanced degrees and/or certifications in legal field preferred.
- 7-10 years of legal, compliance, audit, and/or risk management experience.
- Marketing and Project Management experience preferred.
- Experience working for a large, global corporation in a compliance role.
- Experience with risk analysis, development and documentation of controls/standard operating procedures, and process improvement.
- Experience in the areas of HR, legal, data privacy, payroll with a compliance focus, preferred.
- Knowledge of human capital management and/or financial services industries, and components thereof, preferred.
- Ability to track and navigate regulatory requirements in labor and employment space, and drive changes in HR needed for compliance.
- Ability to create, document, and follow succinct action plans, and drive others to meet milestones needed for completion.
- Prospect, develop, propose and bind new business; pursue new client prospects through telemarketing, networking, and personal referrals
- Maintain existing client relationships
- Assist in the collection of required coverage information and necessary deposit and renewal premiums
- Oversee all aspects of your new clients with the assigned account manager
- Drive and support cross-selling strategies for existing clients, as well as new relationships
- Foster and seek relationships with teammates across all levels of the organization
- Ensure compliance with government agencies and corporate policies and procedures
- Attend training sessions, courses, etc. to maintain up-to-date skills
What You’ll Need
- Bachelor’s Degree, or an equivalent combination of education and experience may be considered
- 4+ years’ experience in B2B sales in PEO, HRIS, Payroll, Employee Benefits, or similar industry
- Strong financial aptitude
The Territory Sales Manager must be an expert in human capital challenges, such as payroll, benefits, risk management, talent strategy, HR transformation and workforce planning and analytics. They will be responsible for identifying, qualifying, presenting, and selling PEO & Consulting services.
- Collaborate with Senior Executives to establish sales goals.
- Forecast, hit or exceed both personal and team sales goals.
- Recruits, selects, and directs sales staff in meeting or exceeding corporate goals.
- Ensure accuracy of weekly activity reports and audits commission and expense reports.
- Initiates, participates in, and supervises on-going training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.
- Cultivates, develops, and participates in developing a regional networking and associate groups to develop business opportunities.
- Prospecting for new clients and new referral sourced utilizing the phone. Seminars, current client visits, or other local marketing programs as necessary and assigning the team in prospecting efforts.
- Understands sales cycle and coaching team to achieve sales goals.
- Travels within Territory to make in-person contacts with potential clients and assisting team with sales meetings.
- Compiles lists of prospective customers for use as sales leads, based on information from publications, databases, trusted advisors, client referrals, and other sources.
- Manages all persona leads from the initial contact to close of the sale; to include any marketing activity such as tele-prospecting, endorsed mailing, direct mail, etc.
Requirements
- 5 years of successful b2b sales experience.
- 3 years Professional Employer Organization (PEO) sales experience required.
- 2 years of experience selling to small-medium sized businesses.
- 2 years managing a b2b sales team required.
- Proven experience in the consultative sales process.
Retail Banking COO Boston Area
Sales Executive
Sales Executive
HR Compliance Program Manager
Employee Benefits Sales Executive
Territory Sales Manager
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