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client advisor with sports background

Northwestern Mutual - Chicagoland

<div><div><div>Benefits:</div>
<ul><li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div>Join the Winning Team at Northwestern Mutual - Chicagoland!</div>
<div>
 
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Chicagoland! 
</div><div>Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes can excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here&rsquo;s why athletes could thrive with us: 
</div><ul><li>Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.</li>
<li>Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.</li>
<li>Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.</li>
<li>Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.</li>
<li>Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.</li>
</ul><div>Learn more about Northwestern Mutual - Chicagoland: https://www.youtube.com/watch?v=BRk3Ui8113s</div>
<div>
 
Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515 
</div><div>Meet Our Team:</div><div> 
</div>
<div>Ryan Kramer &ndash; CLF&reg;, ChFC&reg;, CLU&reg;, Managing Partner:</div>
<ul><li>Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.</li>
<li>Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual&rsquo;s leadership track, including Assistant Regional Director at the company&rsquo;s Milwaukee headquarters.</li>
<li>Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alex&rsquo;s Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.</li>
</ul><div>Trent Mausser &ndash; CLU&reg;, ChFC&reg;, Managing Director:</div>
<ul><li>Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.</li>
<li>Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.</li>
<li>Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alex&rsquo;s Lemonade Stand.</li>
</ul><div>Kevin Pabst &ndash; ChFC&reg;, Managing Director:</div>
<ul><li>Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.</li>
<li>Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.</li>
<li>Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his family&rsquo;s lake house.</li>
</ul><div>Scott Carr &ndash; CLU&reg;, MSM, Managing Director:
</div><ul><li>Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.</li>
<li>Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.</li>
<li>Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.</li>
</ul><div>Jason Frano &ndash; Managing Director:</div>
<ul><li>Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.</li>
<li>Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named &ldquo;Rookie of the Year&rdquo; in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.</li>
<li>Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons&rsquo; basketball and baseball teams, and spending time with family.</li>
</ul><div>Tracey Daniels &ndash; Executive Director of Selection, Chicagoland</div>
<ul><li>Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.</li>
<li>Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.</li>
<li>Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.</li>
</ul><div>Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. 
</div><div>Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.</div>
<div>
 
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.</div> 
<div> 
</div><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div>
</div>
Flexible work from home options available.</div>

Client Advisor with Sports Background

Excel Sports Management

<div><div>Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee properties. Our success is rooted in our people, our high character reputation and our commitment to creating a diverse and welcoming workplace. We focus on team chemistry, collaboration, strong relationships, valuable networks, and ambitious ideas to deliver innovative solutions that keep our clients and agency ahead of the curve. 


Excel Sports Management is an Equal Opportunity Employer (EOE).</div>
Position Summary: Our team is seeking a highly analytical, detail-oriented Senior Coordinator to serve as a foundational member of our Analytics and Data Operations function within Excel Analytics. This individual will sit at the intersection of data quality assurance, data governance, and applied analysis - acting as a critical connective layer between our Engineering team &amp; Analytics Ops who depend on accurate, well-structured data to do their best work. The Senior Coordinator will be responsible for establishing and maintaining data governance practices, enforcing data quality standards, documenting data definitions and lineage across our internal and syndicated data ecosystem, and supporting the broader analytics infrastructure that powers our sponsorship valuation and measurement capabilities. This role will be based in the Excel Chicago office.

This is a role for someone who is operationally minded and technically curious - someone who takes ownership of data integrity, builds process where there is none, and holds a high standard for what &quot;trustworthy data&quot; means in a fast-paced client services environment. Candidates with prior experience in data operations, analytics, consulting, or a data governance-adjacent function are strongly preferred.

Within Excel Sports Management, the Excel Analytics team serves as the center of gravity for all commercial marketing insights and analytics including sponsorship measurement, consumer insights, talent analytics and industry/category analysis. Excel Analytics is comprised of a vertically-integrated team of specialists supporting brand, property and talent clients, from back-end engineering, through to modeling and analytics and finally to our client-facing consultants who interpret and visualize our results. 


 Role &amp; Responsibilities:
<ul>
<li>Own the ongoing monitoring of data quality across key internal, syndicated, and third-party vendors/data sources.</li>
<li>Serve as the primary point of contact for day-to-day operational management between vendors and Excel Analytics.</li>
<li>Oversee Analytics' core data assets &amp; maintain a working knowledge of data sources, their structure, lineage, refresh cadence, and known limitations.</li>
<li>Establish and enforce data quality standards while documenting the logical and physical data models for our core analytics data ecosystem - including entity relationships, field mappings, and schema documentation</li>
<li>Develop and execute recurring data validation routines and automated quality checks to detect anomalies, missing records, schema drift, and inconsistencies before they reach production reporting.</li>
<li>Perform root cause analysis on data quality issues; document findings and coordinate with Engineering/DevOps to ensure timely resolution</li>
<li>Build and maintain a data dictionary and metadata repository - defining field-level definitions, acceptable value ranges, business rules, and data ownership for all key datasets</li>
<li>Partner with Engineering to support data pipeline design, ETL process documentation, and the integration of new data sources into the analytics environment</li>
<li>Evaluate and document structural changes to data sources (schema updates, field deprecations, new API versions) and assess their downstream impact on dashboards, models, and reporting outputs</li>
<li>Assist in the evaluation of new data tools, platforms, and syndicated data vendors - contributing to requirements definition and fit assessments</li>
<li>Support the Analytics Operations and Partnership Insights teams with ad hoc data requests, query writing, and data extraction across internal databases and syndicated data platforms</li>
<li>Contribute to the development of internal reporting templates and standardized analytical frameworks to drive consistency and efficiency across client deliverables</li>
<li>Establish a deep understanding of the sponsorship landscape in sports &amp; entertainment</li></ul> 


Education &amp; Experience:
<ul>
<li>Bachelor's degree required, preferably in Business Analytics, Statistics, Mathematics, Information Systems, Computer Science, or a related field</li>
<li>2-4 years of experience in a Data Consulting, Data Analyst, Data Architect, Data Quality, or governance-adjacent role</li>
<li>Prior experience in consulting, agency, or professional services environment strongly preferred.</li>
<li>Exposure to or interest in sports/sports marketing, entertainment/media, or marketing analytics a plus but not required.</li></ul> 


Knowledge, Skills &amp; Abilities:
<ul>
<li>Familiarity with data modeling concepts (entity-relationship diagrams, dimensional modeling, schema design) and the ability to read and interpret technical documentation</li>
<li>Proficiency in SQL; ability to write queries to extract, join, and validate data across relational databases</li>
<li>Working knowledge of Python or R for data manipulation and automation tasks; comfort with scripting to support validation workflows</li>
<li>Experience with data quality tools, data cataloging platforms, or metadata management systems</li>
<li>Strong documentation skills - able to write clear process guides, data dictionaries, and technical specifications for both technical and non-technical audiences</li>
<li>Detail-oriented with a high degree of accuracy; a natural ownership mentality around data integrity</li>
<li>Strong communicator - comfortable surfacing issues, presenting findings, and collaborating with stakeholders at multiple levels of the organization</li>
<li>Proactive self-starter who can manage multiple workstreams, prioritize effectively, and operate with minimal supervision</li>
<li>Intellectually curious and proactive, recognizing opportunity and implementing procedures to enhance efficiencies across the team</li>
<li>Uncompromised ethics and integrity, always focused on doing what is right for our clients</li>
<li>Knowledge of the sports and sponsorship landscapes in the US and globally</li>
<li>Ability to work both independently, and within a team, and establish effective interdepartmental relationships</li>
<li>Ability to prioritize and manage workflow in an environment of managing multiple projects simultaneously</li></ul> 


The pay range for this position is: $70,000 per year - $80,000 per year. This position is also eligible for benefits and discretionary bonus.

Ultimately, the salary may vary based upon, but not limited to, relevant experience, time in role, business sector, and geographic location, among other criteria.<div>
This position is not eligible for sponsorship. 


Excel Sports Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, leaves of absence, compensation and training.</div></div>

Senior Coordinator, Analytics- Data Quality and Operations

Speedo

<div>
 
 
 Sports Marketing &amp; Team Sales Representative
 
 
 
 
 
 
 
 This remote position covers the Central Northern United States, with a primary focus on the states of Minnesota, Iowa, Missouri, Wisconsin, and Illinois. We are currently looking to fill this role with a candidate based in the Chicago area.
 
 
 
 
 
 
 
 PIONEERING BRANDS THAT MAKE LIFE BETTER
 
 
 
 
 
 
 We&rsquo;re Pentland Brands, the people behind some of the world&rsquo;s best-loved sports, outdoor and lifestyle brands.
 
 
 
 
 
 
 Speedo is a part of the Pentland Brands Limited Family.
 
 
 
 
 
 
 We are a global family business bringing some of the most loved active and footwear brands to millions of people around the world.
 
 
 
 
 
 We own Speedo, Endura, Berghaus, Canterbury of New Zealand, Mitre, Ellesse and we&rsquo;re the UK licensee for Kickers. Our products are available in over 190 countries and are sold either directly by Group companies or are represented by licensees and distributors.
 
 
 
 
 
 All our brands have their own unique identities and every one of them is powered by Pentland. We have more than 1,200 employees worldwide and we&rsquo;re always on the lookout for talented, enthusiastic people to help shape our future.
 
 
 
 
 
 We celebrate differences and give everyone the freedom to innovate and develop, be it through creative working environments or learning opportunities. Our brands are there in the moments that matter - being there for more people, in more of those moments, drives everything we do.
 
 
 
 
 
 At Pentland, we&rsquo;re guided by four principles, we use these to make sure we&rsquo;re not only doing a great job, but we&rsquo;re doing it in the right way:
 
 
 
 
 <ul>
 <li>
 Success is a team game
 </li>
 <li>
 With clarity and courage
 </li>
 <li>
 Better as standard
 </li>
 <li>
 In good conscience
 </li>
 </ul>
 
 
 
 
 We believe in building brands for the world to love, generation after generation. Your potential is our potential and together we can build and grow brands that last.
 
 
 
 
 
 
 KEY PURPOSE:
 
 
 
 The Sports Marketing and Team Sales Representative will manage a territory that includes teams and clubs
 
 .
 
 This position will be responsible for managing contract deliverables for sponsored teams, athletes, and coaches while actively driving team sales through sponsorship and promotional programs. The SMR will also support sales and accounts at events.
 
 
 
 
 
 
 PRIMARY RESPONSIBILITIES:
 
 
 
 
 Sponsorship
 
 
 <ul>
 <li>
 Identify and create new team contracts to leverage sponsorships within local swim teams markets.
 </li>
 <li>
 Review details of sponsorship contracts and agreements with Speedo coaches.
 </li>
 <li>
 Review and carryout sponsorship details, event outfitting, event participation with Speedo sales reps and Team Dealers.
 </li>
 <li>
 Carryout sponsorship details, event outfitting, and event participation with sponsored teams.
 </li>
 <li>
 Coordinate orders through B2B sponsored team website for equipment for teams attending National meets.
 </li>
 <li>
 Maintain Salesforce team sponsorship database with all team and coach contract deliverables, financial responsibilities, and coach/team contact details.
 </li>
 <li>
 Assist in forecasting potential promotional items and product needs for Speedo incentive programs.
 </li>
 <li>
 Reference contracts for all outfitting to ensure teams are staying within contract allotment.
 </li>
 <li>
 Following up with teams, dealers, and reps regarding outstanding orders.
 </li>
 <li>
 Maintain team sponsorship database with order numbers, team notes, and remaining support allowance.
 </li>
 <li>
 Coordinate all team sales details with AE and Team Dealer, yearly.
 </li>
 <li>
 Present contracts in person to decision makers, ensuring all parties understand obligations in full and how they will be fulfilled.
 </li>
 <li>
 Review contracts regularly ensuring obligations are being met by all parties.
 </li>
 <li>
 Effectively manage the travel budget to optimize team visits and swim meet responsibilities.
 </li>
 <li>
 Present product line to teams yearly to confirm outfitting which should be shared with Team Dealer.
 </li>
 <li>
 Work with AE, Team Dealer and Sports Marketing Manager to identify new teams.
 </li>
 <li>
 Review all aspects of Speedo sponsorship programs, contracts, and teams/coaches under agreement with Team Dealers.
 </li>
 <li>
 Coordinate with Sales Rep and Sports Marketing Manager to manage information, sponsorship, and promotional programs with Team Dealer Ambassadors.
 </li>
 <li>
 Engage with partners on the pool deck at events. make contact and build relationships with coaches, athletes, and event personnel.
 </li>
 <li>
 Maintain a professional appearance at all events and meetings.
 </li>
 </ul>
 
 
 
 
 
 Event fulfillment
 
 
 <ul>
 <li>
 Attend industry events, National/Local swim meets and tradeshows.
 </li>
 <li>
 Work with selected accounts and sales reps at various events to promote brand.
 </li>
 <li>
 Assist with on-site booth set-up, merchandising, and restocking.
 </li>
 <li>
 Work with Athlete Coordinators to organize on-site athlete appearances and leverage appearances in the local competitive swimming community.
 </li>
 <li>
 Coordinate local market promotions linked to events and clinics.
 </li>
 <li>
 Coordinate Speedo role with organizing committee to maximize brand presence.
 </li>
 <li>
 Coordinate with AE on local marketing promotions linked to events and clinics.
 </li>
 </ul>
 
 
 
 
 
 Product
 
 
 <ul>
 <li>
 Liaison to athletes and coaches in development and testing.
 </li>
 <li>
 Link to merchandising department on technical product development and feedback from the field.
 </li>
 <li>
 Coordinate branding and launch of new product with respect to athletes, teams, coaches, events, and dealers.
 </li>
 <li>
 Assist in forecasting potential promotional items and product needs for Speedo incentive programs.
 </li>
 </ul>
 
 
 
 
 
 QUALIFICATIONS &amp; EXPERIENCE:
 
 
 <ul>
 <li>
 Minimum 3- 5 years&rsquo; experience in Competitive Swimming and detailed knowledge of the swim industry.
 </li>
 <li>
 Bachelor&rsquo;s degree, in a related field of study, or equivalent functional experience.
 </li>
 <li>
 Flexible and adaptable in a fast-paced environment.
 </li>
 <li>
 Ability to multi-task and complete projects.
 </li>
 <li>
 Strong communication, presentation skills.
 </li>
 <li>
 Retail math skills.
 </li>
 <li>
 Proficient in Microsoft Office Applications.
 </li>
 <li>
 Outside sales and support role with basic office responsibilities.
 </li>
 <li>
 Physically need to support events by lifting up to 25lbs, standing for long periods of time.
 </li>
 <li>
 Heavy computer and phone use.
 </li>
 <li>
 Private and public speaking required.
 </li>
 <li>
 Travel 60% of the time.
 </li>
 <li>
 Valid Driver's License and insured automobile OR reliable transportation for travel within territory.
 </li>
 <li>
 The position is based within selected territory.
 </li>
 </ul>
 
 
 
 
 Pay Range: $65,000 - $75,000 annually
 
 
 Base pay is a portion of our total compensation package and determined within a range that allows growth and development within your role. Your base pay will be determined based on experience, skills and qualifications.
 
 
 
 
 
 Pentland Brands and Speedo are an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications, consistent with applicable law and without regard to race, color, sex, gender identity or expression, age, religion, creed, national origin, citizenship status, sexual orientation, genetic information, physical or mental disability, military status or any other characteristic protected under federal, state or local law. In addition to complying with all applicable laws, we have a strong corporate commitment to inclusion, diversity and to ensuring that all current and future associates are compensated solely on job-related factors such as skill, ability, educational background, work quality, experience and potential. To achieve these goals, applicants are asked not to disclose salary history information.
 
</div>

Sports Marketing & Team Sales Representative

Sands Investment Group

<div>Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business 
 
This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. 
 
Why Join SIG? 
<ul><li>National Platform with $10.1 billion in closed transactions</li><li>Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers</li><li>One-on-one mentorship with Managing Directors and senior producers</li><li>Access to $1.5 billion in inventory 
</li></ul> 
 
What You'll Do 
<ul><li>Drive lead generation and nurture relationships with investors and property owners</li><li>Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings</li><li>Collaborate with your team and marketing staff to bring deals to market</li><li>Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities</li><li>Own key accounts and client relationships within your product specialization</li></ul> 
Who Are You 
<ul><li>5+ Years in commercial real estate, or investment sales</li><li>Proven closer or producer looking for a stronger platform</li><li>Licensed Real Estate Agent or actively pursuing licensing</li><li>Comfortable with CRM systems, data tools, and financial analysis</li><li>A culture fit: Collaborative, Coachable, Communicative, and Consistent</li></ul> 
Compensation 
<ul><li>100% commission-based role, no cap on earnings</li><li>Senior Advisors earn 150K-300K with top performers exceeding 500K+</li><li>Includes access to SIG's national inventory, CRM, marketing systems, and training</li></ul> 
Office Location 
Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia</div>

Senior Commercial Real Estate Advisor

West Monroe

<div><div>Are you ready to make an impact?</div>
We are looking for a Senior Consultant with experience in Power BI to design, architect, and optimize solutions that turn complex data into actionable insights. This role blends hands-on development with client leadership, architecture, and team mentorship. You will work directly with client stakeholders to define reporting strategies, build scalable data models, and deliver impactful analytics solutions that drive business outcomes.

What You Will Be Doing
<ul>
<li>Design, develop, and maintain advanced Power BI dashboards, reports, and data models for clients.</li>
<li>Architect scalable Power BI semantic models, optimize DAX calculations, and performance-tune datasets.</li>
<li>Connect Power BI to a variety of data sources (cloud platforms, data warehouses, APIs, on-prem systems) and ensure efficient data integration.</li>
<li>Lead client discovery sessions to define reporting requirements and translate business needs into technical solutions.</li>
<li>Serve as a trusted advisor to client stakeholders, providing strategic guidance on strategy, governance, and best practices.</li>
<li>Mentor and review the work of junior consultants and developers to elevate overall team performance.</li>
<li>Establish and enforce data visualization standards and Power BI governance frameworks.</li>
<li>Optimize report and dataset performance, troubleshoot complex issues, and implement scalable deployment strategies.</li>
<li>Participate in sprint planning, backlog grooming, design sessions, and technical reviews.</li>
<li>Stay current on Microsoft Fabric, Power BI enhancements, and evolving data &amp; analytics trends.</li>
</ul>
Qualifications
<ul>
<li>4+ years of experience in Data &amp; Analytics consulting, with demonstrated progression in scope and responsibility.</li>
<li>3+ years of hands-on Power BI development experience (Power BI Desktop, Service, Dataflows, Deployment Pipelines).</li>
<li>Advanced proficiency in DAX, data modeling, and Power Query (M).</li>
<li>Strong understanding of data visualization best practices and executive-level dashboard design.</li>
<li>Proficiency in SQL and experience working with relational databases.</li>
<li>Experience working with large-scale datasets, enterprise data warehouses, and cloud data platforms (e.g., Azure Synapse, Snowflake, Databricks).</li>
<li>Experience with Microsoft Fabric or Azure data ecosystem preferred.</li>
<li>Strong understanding of reporting governance, security models (RLS), and deployment best practices.</li>
<li>Ability to independently lead client engagements or workstreams.</li>
<li>Excellent communication skills with the ability to present technical concepts to non-technical stakeholders.</li>
<li>Microsoft Power BI certifications preferred (PL-300 or equivalent).</li>
</ul>
Additional Details
<ul>
<li>Hybrid role: 2x per week in office</li>
<li>Travel to client sites: 30%&ndash;50%</li>
<li>Must be eligible to work in the U.S. without sponsorship now or in the future</li></ul><div> 
<h3 class="jobSectionHeader">
Other consultancies talk at you. 
At West Monroe, we work with you.</h3>

We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We're fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.

You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact. 


West Monroe is an Equal Employment Opportunity Employer 
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.

Please review our current policy regarding use of generative artificial intelligence during the application process.

If you are based in California, we encourage you to read West Monroe's Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.</div></div>

Senior Consultant, Data Visualization

Vericast

<div>Company Description 
Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That&rsquo;s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. 
Job Description 
The Senior Client Strategist is a pivotal member of our Financial Services account support team, driving revenue through the successful design and implementation of customer acquisition and growth programs for banks and credit unions. This strategic role combines consultative sales expertise with deep financial services knowledge to deliver measurable business outcomes for our clients.
Working closely with Account Executives during the sales cycle, the Senior Client Strategist conducts thorough discovery to uncover and understand clients' business challenges, then architects solutions leveraging Vericast's capabilities. Post-sale, they maintain high-touch relationships with clients to ensure program success, drive optimization, and secure renewals by consistently delivering against identified goals. Throughout the client relationship lifecycle, the Senior Client Strategist is empowered to discover and develop value-added strategic opportunities.
The Senior Client Strategist serves as a trusted advisor to bank and credit union executives, bringing industry expertise and data-driven insights to help them navigate complex business challenges. They contribute to Vericast's thought leadership platform through content creation, speaking engagements, and the development of compelling point-of-view materials that demonstrate our deep understanding of the financial services landscape.
KEY DUTIES/RESPONSIBILITIES
Strategic Sales &amp; Solution Design (50%)<ul><li>
Partners with Sales Directors to develop territory execution plans for Vericast marketing solutions.</li><li>
Partners with Account Executives and other sales team members to conduct detailed discovery with bank and credit union stakeholders across multiple departments and levels of seniority</li><li>
Leverages deep industry expertise and creative problem-solving to architect solutions that address complex business challenges</li><li>
Develops comprehensive program strategies incorporating multi-channel approaches, success metrics, and measurement frameworks</li><li>
Creates and delivers executive-level presentations that tell compelling stories through data and demonstrate clear paths to ROI</li><li>
Maintains strong relationships with C-suite executives and key decision-makers to drive program expansion and renewals</li></ul>
Thought Leadership &amp; Market Expertise (25%)<ul><li>
Creates compelling content (articles, white papers, webinars) that positions Vericast as an industry thought leader</li><li>
Stays current on financial services trends, competitive landscape, and consumer behavior patterns</li><li>
Provides market insights and strategic guidance to internal teams</li><li>
Develops and delivers training materials to help Account Executives better understand client needs and solution capabilities</li><li>
Identifies emerging market opportunities and provides input to product development teams</li></ul>
Program Optimization &amp; Client Success (25%)<ul><li>
Partners with clients post-sale to ensure successful program implementation and optimization</li><li>
Analyzes program performance data to identify opportunities for improvement</li><li>
Develops and presents quarterly business reviews to demonstrate program value and ROI</li><li>
Proactively identifies cross-sell and upsell opportunities based on client needs and program performance</li><li>
Facilitates knowledge sharing across internal teams to drive continuous improvement</li></ul> 
Qualifications 
EDUCATION<ul><li>
Bachelor's Degree (Required)</li><li>
MBA or relevant graduate degree (Preferred)</li><li>
Industry certifications are a plus</li></ul>
EXPERIENCE<ul><li>
7+ years of experience in financial services marketing, customer experience, or related fields</li><li>
Previous senior management role (VP+) in bank or credit union marketing/CX required, with experience across multiple institutions preferred</li><li>
Management consulting experience with top-tier firms focusing on financial services is highly desirable</li><li>
Proven track record of developing and implementing successful customer acquisition and retention programs</li><li>
Demonstrated experience presenting to and building relationships with C-level executives</li><li>
Experience using data analytics tools and technologies to drive business decisions</li></ul>
KNOWLEDGE/SKILLS/ABILITIES<ul><li>
Provide strategic guidance to financial institution clients covering industry dynamics, trends, and regulatory environment</li><li>
Strong analytical skills with proficiency in data analysis and visualization tools (Tableau, Power BI, etc.)</li><li>
Exceptional presentation and communication skills, with ability to translate complex concepts into actionable insights</li><li>
Proven ability to build and maintain C-level relationships</li><li>
Experience with marketing technology platforms and marketing automation tools</li><li>
Strong project management and organizational skills</li><li>
Ability to travel at least 50% of time for in-person client meetings and presentations</li><li>
Entrepreneurial mindset with ability to work independently and as part of a team</li><li>
Demonstrated success in consultative sales approaches and complex solution selling</li><li>
Deep understanding of multi-channel marketing strategies and measurement frameworks</li><li>
Proficiency with Microsoft Office suite, particularly PowerPoint for creating compelling presentations</li></ul>
This position reports to the Dir Client Strategy and requires significant travel (50%+) to meet with clients in person. While officially remote, the role demands regular face-to-face interaction with clients and internal teams to drive successful outcomes. 
Additional Information 
Base Salary Range: $170,000 - $200,000
Position is eligible for a sales incentive/commission program.
Applications will be accepted through March 30, 2026, after which the posting will be closed and no longer available for submission.
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
At Vericast, we don&rsquo;t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.</div>

Senior Client Strategist - Financial Services (Remote)

Navigate Power & Verde Solutions

<div><h3 class="jobSectionHeader">Description</h3><div> 
Are you driven by the thrill of closing deals and passionate about helping businesses thrive through cutting-edge energy solutions? Join Navigate Power and Verde Solutions, two industry-leading companies that have come together to revolutionize commercial and industrial energy management. As part of our team, you&rsquo;ll empower clients to reduce their energy costs, boost sustainability, and leverage innovative technologies&mdash;all while enjoying an entrepreneurial environment with limitless earning potential. | #ZR
 
________________________________________________________________________________ 
About Navigate Power &amp; Verde Solutions 
</div><div>Navigate Power delivers expert energy savings, procurement, and management solutions, helping commercial properties optimize their electric and natural gas budgets. We work with energy professionals&mdash;channel managers, engineers, and consultants&mdash;who value our holistic approach, transparent communication, and proven results. 
</div><div>Verde Solutions is a full-service Energy Service Company, offering a value-based consulting approach that transforms our clients&rsquo; visions into reality. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers&rsquo; installations, Battery storage and more. 
</div><div>Together, Navigate Power &amp; Verde Solutions offer an unprecedented array of resources and solutions&mdash; giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. 
________________________________________________________________________________ 
Why Join Us: 
</div><ul><li>Aggressive Commission Structure 
Earn substantial rewards with no cap on your potential income. 
</li><li>Cross-Sell Opportunities 
Leverage multiple energy solutions &mdash; diverse suppliers on utility contracts, solar, EV chargers&rsquo; installations, Battery storage, and more&mdash;to amplify your sales pipeline. 
</li><li>Extensive Supplier Network 
Benefit from the buying power of over 100 suppliers, managing 10,000+ customer accounts. 
</li><li>Entrepreneurial Environment 
Grow your own book of business with full support, daily pricing tools, and a vast portfolio of services. 
</li><li>Marketing &amp; Customer Support 
Access professional materials, training, and an established support system to help you close deals quickly. 
</li><li>Remote Flexibility 
Work from anywhere while tapping into a network of like-minded professionals and resources.</li>
</ul><div> *Join Our Team Video: * 
 
 
 
</div> 
<h3 class="jobSectionHeader">Key Responsibilities</h3> 
<div></div><ul><li>

Drive Sales Growth 
Generate and maintain a robust sales pipeline by prospecting, networking, and nurturing both new and existing client relationships. 
</li><li>Consult &amp; Advise 
Employ Navigate Power &amp; Verde Solutions&rsquo; proven strategies to understand client needs and deliver tailored solutions that address procurement, consumption, and sustainability goals. 
</li><li>Build Trust 
Present compelling proposals, manage client expectations, and deliver on promises, ensuring long-term partnerships. 
</li><li>Stay Ahead 
Master our diverse suite of products&mdash;ranging from energy procurement to renewable production and storage&mdash;and consistently refine your expertise to outpace the competition.</li></ul> 
<h3 class="jobSectionHeader">
Skills, Knowledge and Expertise</h3> 
<ul>
<li>
Proven Sales Success 
Minimum of 2+ years&rsquo; sales experience (preferably) in the B2B field with a strong track record of hitting and exceeding targets. 
</li><li>Energy Expertise (Preferred) 
Experience in energy consulting, procurement, or related fields. Having an established book of business is a plus. 
</li><li>Network-Driven 
Strong professional connections and the ability to leverage them for client acquisition. 
</li><li>Self-Motivated 
Comfort working independently and driving your own success without extensive supervision. 
</li><li>Entrepreneurial Mindset 
Adaptable, proactive, and eager to thrive in a dynamic environment where your earnings directly reflect your hustle.</li></ul> 
<div></div>
<h3 class="jobSectionHeader">
Compensation &amp; Benefits</h3> 
<ul>
<li>
Commission-Based Earnings 
Achieve between $50,000 - $250,000 per year with no income ceiling. 
</li><li>Flexible Remote Work 
Fully remote position, allowing you to choose the location that best supports your success. 
</li><li>Grow Your Experience
 
Fuel your entrepreneurial growth in the energy industry with our companies&rsquo; resources and support. Develop your skills, expand your business network. Or grow your own business and create a team to lead impactful energy solutions. 
</li></ul><div>Join the Future of Energy Consulting 
</div><div>If you&rsquo;re excited to influence how businesses buy, save, produce, and store energy&mdash;and you want an opportunity that rewards your ambition&mdash;Navigate Power &amp; Verde Solutions is the place for you. We offer a career path that combines top-tier commissions with the satisfaction of making a genuine impact on our clients&rsquo; operations and the environment. 
</div><div>Take the next step in your sales career and help shape the future of energy. 
</div><div>Apply Now to become an Energy Sales Consultant and let us show you how truly limitless your potential can be!</div><div></div><h3 class="jobSectionHeader"> 
About Navigate Power &amp; Verde Solutions</h3><div>
Navigate Power: delivers expert energy savings, efficiency, and management. We help commercial properties reduce their energy footprint and get more out of their electric and natural gas budgets. Navigate Power&rsquo;s clients are energy professionals. Critical thinking, transparency, and a holistic energy approach are why energy brokers, engineers, and consultant choose to partner with Navigate Power, when it comes to delivering results for their customers. https://navigatepower.com/ 
 
Verde Solutions: Our foundational values have driven Verde Solutions from the very beginning. We are a full-service Energy Service Company utilizing a value-based approach to energy consulting to bring our clients&rsquo; vision to reality. We bring the best minds in the industry together to create leading-edge energy solutions. From large companies to small municipalities, Verde Solutions serves various clients by providing an array of services, including project and design engineering, and turnkey project management. https://verdesolutions.com/who-we-are/</div></div>

Energy Solutions Consultant

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