Vice President

• functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs)
• responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth
• work closely with their team to address a broad set of plan sponsor and Executive needs
• ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge
• ensure compliance with investment industry policies, procedures and processes related to regulatory, compliance, and audit requirements
• report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group

Regional Vice President, Executive Service

• Build lasting client trust by guiding client leadership through complex real estate decisions
• Manage multidisciplinary teams including Associates, Analysts, subject matter experts, and subconsultants
• Analyze data and models, validating inputs, extracting insights, and synthesizing findings
• Help clients structure and explain transactions, create and interpret deal structures, financial models, and due diligence materials
• Spot potential engagements within client relationships based on institutional priorities and emerging challenges

• Drive sales growth by independently developing, deepening, and managing relationships with new and existing financial advisors across the assigned territory.
• Execute a high level of proactive outreach through phone, email, virtual meetings, and in person engagement to expand advisor adoption of Blue Owl solutions.
• Independently schedule and lead advisor meetings, portfolio reviews, and group presentations, leveraging in territory travel 1–2x monthly.
• Strategically deploy senior sales and investment resources for high impact meetings within the territory.
• Represent Blue Owl at partner firm and advisor conferences, acting as a senior point of contact for clients and prospects.
• Maintain accountability for territory sales results, with a focus on generating new producers and expanding wallet share among existing relationships.
• Provide exceptional client service, addressing product, technical, and competitive inquiries with a high degree of precision and professionalism.
• Serve as a senior expert on private markets, competitor positioning, and the broader alternative investment landscape.
• Partner closely with the Market Team—including the Regional Market Leader, Relationship Management Associate (RMA), and Sales Service Associate (SSA)—to develop and execute a data driven territory business plan.
• Consistently meet or exceed sales goals and KPIs established for the role and territory.

Private Wealth, Market Leader – Vice President

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
• Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.
• Support advisor match and routing to help ensure timely response and appropriate lead handling.
• Serve as a backup resource for inbound FC calls and support, as needed.
• Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
• Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
• Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
• Support branch events and post-event follow-up activities in partnership with market leadership.
• Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Associate Vice President, Channel

• Build and lead a combined product management and engineering organization of 200+ professionals
• Cultivate a culture of innovation, engineering excellence, and customer obsession
• Own and evolve the technical roadmap for Autodesk's commerce platform
• Drive annual planning processes resulting in a 1–3 year platform strategy
• Own the full technology stack for .com and commerce
• Lead a high-performing engineering organization responsible for distributed systems and microservices
• Drive platform reliability, scalability, and security standards
• Champion engineering best practices including CI/CD and API-first design principles
• Partner with Marketing, Finance, Operations, and Legal teams
• Collaborate closely with Marketing, Digital, and Customer Success teams
• Engage external technology partners to extend platform capabilities
• Define, track, and report against KPIs and OKRs for commerce platform health
• Attract, develop, and retain exceptional product and engineering talent
• Model inclusive leadership and contribute to diversity and belonging goals

VP, Commerce Technology

• You will lead client relationships that provide comprehensive H&W support and innovative solutions.
• These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions.
• You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration.
• You will be a member of the H&W leadership team.
• Lead the development and presentation of strategic recommendations to clients on an annual basis.
• Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems.
• Provide overall accountability to our clients for our strategic, analytical and financial deliverables.
• Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support.
• Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings.
• Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients.
• Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery.
• Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice.

Vice President – Fidelity Workplace Consulting, Health & Welfare

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program
• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors
• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting
• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk
• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems
• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

VP, Insider Trust Program

• In conjunction with other segment specific leaders, execute resilient and soft surface regions’ segment strategy to drive growth in the Workplace market segment for the entire portfolio of products across North America and globally where appropriate.
• Work closely with the sales leadership across Tarkett, supporting regional and national sales leadership and account executives in their respective regions and connecting all parts of TNA reinforcing all Tarkett flooring solutions.
• Develop and implement strategic account, segment strategy, sales plans, account targeting and development, direct and support sales activities, in conjunction with execution of marketing plans and forecasts to achieve objectives assigned annually for strategic account and segment growth.
• Actively involved in sales process by providing guidance to the field in identifying, developing, targeting and converting major national Workplace accounts to Tarkett.
• Support regional sales teams in the development of accounts while maintaining regional, national strategic account oversight.
• Conduct training as needed for end users and clients, as well as internal Tarkett team members, to grow and build product, segment expertise and Tarkett flooring leadership.
• Manage existing contracts and pursue new contracts to grow sales and market share.
• Serve in leadership positions within appropriate segment specific industry organizations to enhance industry expertise and further business opportunities.
• Initiate and support execution of RFPs within the region and segment, in coordination with the Account Executive, Strategic Support team, Contract Administration, Legal, Senior Leadership.
• Ensure all internal constituents are kept up to date on trends, best practices, product introductions, market and competitive information.
• Work with Segment Director and Marketing/Product Development to provide input regarding design direction based on customer and market feedback; also includes custom product designs.
• Assist with hosting key customers/potential customers at Tarkett offices as well as showrooms and manufacturing facilities.
• Travel as necessary to maintain or create personal contact with current and potential customers and key stakeholders.
• Develop and recommend assigned segment pricing strategy to produce the highest possible long-term market share.
• Evaluate sales research, adjusts sales strategy to meet changing market and competitive conditions, drive global, national and regional strategy on major/large accounts.
• Partner with other Segment VPs, e.g., Education, Healthcare, Senior Living and Retail to bring required subject matter expertise to a Workplace account with sub-segment needs. Workplace sub-segments include Multi-Family and Life-Science.
• Monitor and provide updates on competitor sales and marketing activities.
• Consistently participate in sales forecasting and reporting through utilization of the CRM (Customer Relationship Management) database.
• Provide monthly updates regarding Strategic Account Progress and KPIs in support of segment growth.
• Review and analyze sales performances against programs, quotas and plans to determine effectiveness.
• All other duties as assigned.

VP, Strategic Accounts – Workplace

• Work collaboratively with senior leadership to execute a strategic plan across the respective region to meet regional performance metrics
• Manage the region by providing cohesive leadership and direction to align with the strategic goals of the overall company vision and conform to applicable divisional and company standards
• Forecast and set Key Performance Indicators (KPIs) for the region to meet and/or exceed performance expectations and communicate progress towards goals on a regular basis
• Control expenses by monitoring various financial reports, establishing expenditure guidelines and approving expenditures to achieve budgeted levels of a profitable operation
• Promote existing and develop new capabilities, expertise and services to promote growth
• Provide professional development to leaders within the region
• Ensure project-level performance and profitability
• Prepare annual budgets in coordination with Senior Vice President
• Accurately project the region’s monthly financial performance and create and implement action plans to improve, if needed
• Lead the operational integration of new acquisitions within region to ensure a seamless entry into Montrose
• Foster a high-performance culture that embraces continuous improvement, is client focused, conducts business in the highest ethical manner and promotes inclusive behavior designed to enable each member of the team the ability to achieve personal and professional satisfaction
• Oversee safety, health, and environmental issues involving the operations to ensure the safety of team members and to remain in compliance with state and federal regulations

Regional Vice President – Midwest/Great Plains

• Develop, own, and execute comprehensive short- and long-term business strategies and plans for the Albertsons account, ensuring alignment with overall North America sales objectives
• Apply advanced Revenue Growth Management (RGM) principles to optimize pricing strategies, promotional effectiveness, assortment, and trade terms, driving sustainable and profitable growth
• Analyze market dynamics, consumer insights, and RGM performance to identify new growth opportunities and competitive advantages
• Cultivate and strengthen strategic partnerships with key decision-makers and stakeholders at Albertsons, fostering deep collaboration to achieve mutual business objectives
• Act as the lead Mondelēz ambassador, building impactful relationships across all levels of the customer organization
• Ensure seamless external communication and strategic alignment on goals, strategies, and execution
• Champion a collaborative environment, influencing and coordinating diverse cross-functional teams (e.g., Trade Marketing, Brand, Finance, Supply Chain, Omnichannel, Sales Strategy) to develop and execute integrated customer business strategies
• Lead, mentor, and develop a high-performing team of 18 direct reports plus co-pilots, fostering a culture of accountability, innovation, and continuous improvement
• Drive organizational excellence by leveraging diverse perspectives to solve complex challenges and facilitate robust knowledge sharing
• Develop, manage, and optimize multi-million dollar operating budgets, ensuring efficient resource allocation and strong return on investment
• Oversee all aspects of the customer business, from planning to execution, to achieve and exceed key performance indicators (KPIs)

Vice President, Customer

• Drive a culture of associate engagement, associate experience, and associate development.
• Provide effective leadership to Field Directors to support strategic priorities.
• Manage the profitability and finances of assigned region to maximize growth.
• Collaborate with Vice President Veterinary Quality and other cross-functional partners.
• Conduct strategic planning for future success and growth of the division and region.
• Develop Field Directors to successfully teach, coach and train hospital leaders and associates.
• Develop effective communication with associates, clients, and field leadership.
• Responsible for developing a sustainable pipeline of talent at multiple levels of leadership.
• Ensure compliance with all practice ethics, policies, protocols, and procedures.
• Ensure the safety of pets, clients, and associates in hospitals.
• Ensure teamwork between Regional Vice Presidents and superior communication with all stakeholders.

Regional Vice President

• Serve as the executive leader responsible for building an integrated, innovative strategy across enterprise technology, digital transformation, data governance, cybersecurity, and enterprise technology operations
• Ensure that infrastructure, enterprise applications, and data capabilities operate as an integrated ecosystem that advances the Alzheimer’s Association’s mission and strategic priorities
• Partner closely with members of senior management and enterprise AI leadership to ensure the organization’s technology infrastructure, data environment, governance frameworks, and enterprise systems effectively support responsible and scalable adoption of emerging technologies
• Develop and execute a multi-year enterprise technology roadmap aligned with the Association’s strategic plan
• Lead a team that establishes enterprise architecture, technology governance, and integration standards
• Advise executive leadership and the Board on enterprise technology trends, cybersecurity risks, digital transformation priorities, and the operational implications of emerging technologies
• Oversee infrastructure, cloud strategy, cybersecurity, end-user computing, and enterprise IT operations
• Provide executive leadership and strategic oversight for enterprise technology capabilities that support organizational effectiveness, operational excellence, and mission impact
• Promote scalable, secure, and sustainable technology practices

SVP, Information Technology, Enterprise Systems

• Organize and direct Electrification Installation Products field sales districts and areas in the Gulf Region.
• Plan and execute sales activities to achieve maximum profitable volume.
• Lead and develop a high‑performing sales organization by directing multi‑level leaders.
• Drive strategic sales growth through annual field sales planning and market analysis.
• Optimize sales structure and performance by evaluating territories and staffing.
• Strengthen market position by overseeing key customers and guiding solution‑selling strategies.

• Lead and grow Audon’s programs in the Rockies region
• Ensure impact toward the organization’s strategic plan
• Advance habitat, climate, policy, and community building strategies
• Collaborate closely with regional staff and partners
• Manage the program’s budget and drive public funding opportunities
• Deliver strategic and operational excellence through the leadership of staff spread across three states
• Build and maintain relationships with key leaders in government and non-governmental organizations
• Support a culture of philanthropy across the team and organization

• serve as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
• lead a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney
• support advanced planning client engagements throughout a geographic region
• collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve
• travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers

VP, Advanced Planning

• Lead the national strategy, design, and delivery of comprehensive care and support programs
• Provide executive oversight of the Association’s 24/7 Contact Center
• Oversee implementation of randomized control trials on core programs
• Serve as a national thought leader and subject matter expert
• Represent the Association with media, donors, and key stakeholders
• Oversee operations of online programs and education
• Provide executive oversight for the design and development of care navigation services
• Oversee day-to-day operations of the helpline
• Serve as pointperson for Major Gifts and Foundations
• Perform other duties assigned

Vice President, Care & Support

• responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures
• work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified
• assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits
• interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis
• gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval
• coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies

Vice President, Portfolio Management, Innovation/Tech ABL

• Responsible for leading document negotiation with deal parties
• Represent the Western Alliance Trust Company on new transactions
• Coordinate onboarding process for new mandated transactions including account setups on trust accounting system
• Ensure timely processing of KYC
• Serve as single point of contact for internal compliance and risk partners throughout onboarding
• Interact directly with legal groups on all matters regarding legal issues, document standards, and interactions between internal and external parties
• Act as the central coordinator for client onboarding, deal execution, and lifecycle administration across trust company roles on structured finance transactions
• Liaise between clients and various transaction parties
• Coordinate comments and negotiations with internal and/or external counsel, clients, and internal stakeholders
• Consult with internal and external legal as needed to resolve any issues or revise document standards
• Interact with Corporate Trust Operations and Client Service Teams to ensure new deals can be supported operationally
• Build relationships with clients and other deal parties and act as the point of escalation for deal onboarding issues
• Stay current on industry developments including regulatory changes and new business trends

Vice President – Transaction Management

• Develop and implement comprehensive payor strategies that align with Fresenius Medical Care's business goals across both fee-for-service and value-based care models
• Establish and maintain strong relationships with key payor organizations to explore partnership opportunities, enhance collaboration, and implement innovative strategies to improve revenue and margin
• Evaluate new/enhanced payor revenue opportunities through alternative revenue streams
• Continually monitor and evaluate federal and state healthcare regulations and Medicare reimbursement policies and methodologies with potential impact on private payor contracts, reimbursement models, and relationships
• Represent the organization in industry forums and payer/provider advisory boards to influence reimbursement policy and proactively evaluate and prepare for industry and market shifts impacting payor reimbursement
• In partnership with Managed Care and Revenue Strategy & Integrity leadership, develop key payor negotiation strategies to secure and enforce favorable payor contract terms, including reimbursement rates and contractual provisions, to maximize revenue growth
• Collaborate with Insurance Coordination and Revenue Cycle leadership to influence favorable payor mix through patient advocacy and admissions strategies
• Oversee the analysis of payor contract performance, payor reimbursement trends, payor forecast models, and financial outcomes to identify opportunities for revenue and margin improvement and inform strategic decisions
• Build and lead a team of Payor Strategy & Relations professionals in fostering a collaborative environment to achieve departmental and organizational objectives
• Work closely with internal departments, including Managed Care, Revenue Strategy & Integrity, Insurance Coordination, Operations, Revenue Cycle, and Finance to ensure alignment and effective execution of payor-related initiatives
• Perform additional responsibilities as assigned to support the company's overall success.

VP, Payor Strategy – Relations

• identifying a target market for new business
• developing and establishing a book of new business
• negotiating, underwriting, and coordinating the closing of major and complex loans
• developing business checking and deposit relationships
• assisting clients with deposit related products and services
• gathering and analyzing client information
• compiling and analyzing market research data
• engaging in business development activities
• collaborating closely with treasury partner
• making reports to superiors
• interviewing prospective applicants
• performing basic pre-qualification assessment and analysis
• gathering necessary information for financing requests
• coordinating processing of approved loans
• maintaining a superior knowledge of financial industry status and trends
• representing the Bank in community functions

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