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EncryptedSite is Encrypted
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CountryHosted in United States
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Traffic rank#45,389 Site Rank
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Site age8 yrs old
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Site Owner informationWhois info
Website is Safe
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Founded2017
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HeadquartersNashville
Traffic rank
#45,389
#45,389
Site age
8 yrs
8 yrs
Location
United States
United States
Popular Questions for Affluent
Newest job postings for Affluent
via Jobs | Storyboard Talent Network
posted_at: 20 days agoschedule_type: Full-timework_from_home: 1
The Company:
At impact.com our culture is our soul. We are passionate about our people, our technology, and our obsessed with customer success. Working together enables us to grow rapidly, win, and serve the largest brands in the world. We use cutting edge technology to solve real-world problems for our clients and continue to pull ahead of the pack as the leading SaaS platform for businesses to... automate their partnerships and grow their revenue
The Company:
At impact.com our culture is our soul. We are passionate about our people, our technology, and our obsessed with customer success. Working together enables us to grow rapidly, win, and serve the largest brands in the world. We use cutting edge technology to solve real-world problems for our clients and continue to pull ahead of the pack as the leading SaaS platform for businesses to... automate their partnerships and grow their revenue like never before. We have an entrepreneurial spirit and a culture where ambition and curiosity is rewarded. If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world, then this is the place for you!
impact.com, the world’s leading partnership management platform, is transforming the way businesses manage and optimize all types of partnerships—including traditional rewards affiliates, influencers, commerce content publishers, B2B, and more. The company’s powerful, purpose-built platform makes it easy for businesses to create, manage, and scale an ecosystem of partnerships with the brands and communities that customers trust to make purchases, get information, and entertain themselves at home, at work, or on the go. To learn more about how impact.com’s technology platform and partnerships marketplace is driving revenue growth for global enterprise brands such as Walmart, Uber, Shopify, Lenovo, L'Oréal, Fanatics and Levi’s, visit www.impact.com.
Position Profile
We are looking for an affiliate marketing champion—someone who loves the channel and loves sharing that passion with others. Impact.com is launching its brand new Agency Coaching Team to support and educate agencies new to the world of affiliate marketing. You’ll be the first member of this important new team and responsible for the creation and delivery of the agency coaching program. You will be supported by the agency partnerships team, the PXA, and the wider impact.com organization. The role aligns with impact.com’s belief that affiliate marketing agencies are key players in the industry.
The role reports to the VP of Agency Innovation and is part of the Agency Solutions team.
Essential Responsibilities
• Creation and delivery of an industry-leading affiliate coaching program
• Continuous learning to ensure the curriculum stays on top of industry trends, news, and technological developments.
• Working hands-on with agencies new to the affiliate channel to support, educate and motivate them for success.
Core Competencies and Required Experience
Essential
• 5+ years of affiliate marketing experience
• Experience taking affiliate programs from launch through to success
• Strong knowledge of affiliate marketing strategies across different verticals and regions
• Deep understanding of affiliate marketing agencies - how they operate and succeed, including, but not limited to, pitching and winning clients, financials, client services, and employee training.
• Robust analytical skills, comfortable with large datasets
• Proven ability to educate and inspire
• Ability to assess others’ strengths and weaknesses and provide practical guidance
• Exceptional task management skills, you’ll need the ability to juggle multiple partner agencies at different stages of the program and levels of understanding
Preferred
• Experience with the impact.com platform (and other affiliate networks)
• Understanding of influencer marketing and performance PR
• Business coaching experience
• Taken the Free Affiliate & Partnerships Industry Fundamentals Certification by PXA.
Qualities
• Believer in affiliate marketing agencies and the value they add to the industry
• Self-motivated individual contributor
• Clear and effective communicator (written and verbal)
• Passionate about continuous learning - stays on top of industry trends
• Excited about new ideas and continuous innovation
Salary range: $96,000-$120,000 per year, plus eligible to receive Restricted Stock Unit (RSU) grant and potential additional variable annual bonus contingent on Company performance.
• This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Benefits (Perks):
• Medical, Dental and Vision insurance
• Unlimited responsible PTO
• Flexible work hours
• Parental Leave
• Catered lunch every Friday, a healthy snack bar, and great coffee to keep you fueled.
• Flexible spending accounts and 401(k)
• An employee-led culture team that plans inclusive events- meaning time together and other events to celebrate our many successes!
• An established company with a cool, high-velocity work ethos, where each person can make a difference!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
#LIRemote Show more details...
At impact.com our culture is our soul. We are passionate about our people, our technology, and our obsessed with customer success. Working together enables us to grow rapidly, win, and serve the largest brands in the world. We use cutting edge technology to solve real-world problems for our clients and continue to pull ahead of the pack as the leading SaaS platform for businesses to... automate their partnerships and grow their revenue like never before. We have an entrepreneurial spirit and a culture where ambition and curiosity is rewarded. If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world, then this is the place for you!
impact.com, the world’s leading partnership management platform, is transforming the way businesses manage and optimize all types of partnerships—including traditional rewards affiliates, influencers, commerce content publishers, B2B, and more. The company’s powerful, purpose-built platform makes it easy for businesses to create, manage, and scale an ecosystem of partnerships with the brands and communities that customers trust to make purchases, get information, and entertain themselves at home, at work, or on the go. To learn more about how impact.com’s technology platform and partnerships marketplace is driving revenue growth for global enterprise brands such as Walmart, Uber, Shopify, Lenovo, L'Oréal, Fanatics and Levi’s, visit www.impact.com.
Position Profile
We are looking for an affiliate marketing champion—someone who loves the channel and loves sharing that passion with others. Impact.com is launching its brand new Agency Coaching Team to support and educate agencies new to the world of affiliate marketing. You’ll be the first member of this important new team and responsible for the creation and delivery of the agency coaching program. You will be supported by the agency partnerships team, the PXA, and the wider impact.com organization. The role aligns with impact.com’s belief that affiliate marketing agencies are key players in the industry.
The role reports to the VP of Agency Innovation and is part of the Agency Solutions team.
Essential Responsibilities
• Creation and delivery of an industry-leading affiliate coaching program
• Continuous learning to ensure the curriculum stays on top of industry trends, news, and technological developments.
• Working hands-on with agencies new to the affiliate channel to support, educate and motivate them for success.
Core Competencies and Required Experience
Essential
• 5+ years of affiliate marketing experience
• Experience taking affiliate programs from launch through to success
• Strong knowledge of affiliate marketing strategies across different verticals and regions
• Deep understanding of affiliate marketing agencies - how they operate and succeed, including, but not limited to, pitching and winning clients, financials, client services, and employee training.
• Robust analytical skills, comfortable with large datasets
• Proven ability to educate and inspire
• Ability to assess others’ strengths and weaknesses and provide practical guidance
• Exceptional task management skills, you’ll need the ability to juggle multiple partner agencies at different stages of the program and levels of understanding
Preferred
• Experience with the impact.com platform (and other affiliate networks)
• Understanding of influencer marketing and performance PR
• Business coaching experience
• Taken the Free Affiliate & Partnerships Industry Fundamentals Certification by PXA.
Qualities
• Believer in affiliate marketing agencies and the value they add to the industry
• Self-motivated individual contributor
• Clear and effective communicator (written and verbal)
• Passionate about continuous learning - stays on top of industry trends
• Excited about new ideas and continuous innovation
Salary range: $96,000-$120,000 per year, plus eligible to receive Restricted Stock Unit (RSU) grant and potential additional variable annual bonus contingent on Company performance.
• This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Benefits (Perks):
• Medical, Dental and Vision insurance
• Unlimited responsible PTO
• Flexible work hours
• Parental Leave
• Catered lunch every Friday, a healthy snack bar, and great coffee to keep you fueled.
• Flexible spending accounts and 401(k)
• An employee-led culture team that plans inclusive events- meaning time together and other events to celebrate our many successes!
• An established company with a cool, high-velocity work ethos, where each person can make a difference!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
#LIRemote Show more details...
via LinkedIn
posted_at: 11 days agoschedule_type: Full-timework_from_home: 1
Working with Buyers, Sellers, Investors, Builders, Relocation Clients, Businesses
Responsibilities...
Marketing, Networking
Qualifications
Negotiation Skills, Education, Experience, or Certifications, People Skills,
Excellent verbal and written communication skills
Working with Buyers, Sellers, Investors, Builders, Relocation Clients, Businesses
Responsibilities...
Marketing, Networking
Qualifications
Negotiation Skills, Education, Experience, or Certifications, People Skills,
Excellent verbal and written communication skills Show more details...
Responsibilities...
Marketing, Networking
Qualifications
Negotiation Skills, Education, Experience, or Certifications, People Skills,
Excellent verbal and written communication skills Show more details...
via Jooble
posted_at: 8 days agoschedule_type: Full-time
Affluent Market Financial Advisor page is loaded Affluent Market Financial Advisor
Apply locations Portland, ME time type Full time posted on Posted 2 Days Ago job requisition id R38350 Overview
...
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business
Affluent Market Financial Advisor page is loaded Affluent Market Financial Advisor
Apply locations Portland, ME time type Full time posted on Posted 2 Days Ago job requisition id R38350 Overview
...
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind.
Primary Responsibilities:
• Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer.
• Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary.
• Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirements.
• Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
• Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
• Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals.
• Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.
• Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations.
• Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
• Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs
• Deliver a high quality customer service experience during each customer interaction through a complete understanding of sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships.
• Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements and firm policies.
• Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs.
• Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know
• Your Customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports diversity and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.
#LI-LP1
#WT
Education and Experience Required:
Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
Education and Experience Preferred:
Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience
CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
Location
Portland, Maine, United States of America About Us
At M&T Bank, we make a difference in people’s lives . For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.
• Competitive compensation
• Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
• Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
• 401(k) match at 5% with options for Roth and discretionary employer contributions
• A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
• Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts
We need you. Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at View email address on click.appcast.io for assistance.
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace Show more details...
Apply locations Portland, ME time type Full time posted on Posted 2 Days Ago job requisition id R38350 Overview
...
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind.
Primary Responsibilities:
• Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer.
• Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary.
• Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirements.
• Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
• Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
• Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals.
• Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.
• Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations.
• Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
• Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs
• Deliver a high quality customer service experience during each customer interaction through a complete understanding of sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships.
• Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements and firm policies.
• Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs.
• Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know
• Your Customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports diversity and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.
#LI-LP1
#WT
Education and Experience Required:
Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
Education and Experience Preferred:
Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience
CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
Location
Portland, Maine, United States of America About Us
At M&T Bank, we make a difference in people’s lives . For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.
• Competitive compensation
• Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
• Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
• 401(k) match at 5% with options for Roth and discretionary employer contributions
• A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
• Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts
We need you. Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at View email address on click.appcast.io for assistance.
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace Show more details...
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