Founded in 1828 as a community bank, Citizens Financial Group, also known as simply Citizens and Citizens Bank, is one of the oldest financial institutions in t
CSI Investment Assistant II - Cambridge, MA
Location
Massachusetts
Posted
69 days ago
Salary
$25 - $26 / hour
Seniority
Mid Level
Job Description
CSI Investment Assistant II - Cambridge, MA
Citizens Financial Group
If you’re passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor’s book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may be required. Primary responsibilities include •Serve as liaison between clients, financial advisor(s), and internal departments •Complete new client onboarding and service requests for existing clients •Schedule/confirm client appointments •Submit cases into workflow and follow through to funding •Manage CRM and pipeline entry •Sustain expertise on operational processes and systems Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications •High School Diploma or GED with a minimum of 3+ years of relevant financial services industry ideally with wealth management experience •Minimum of 2 of the following Life, Accident, & Health (LAH); 6; 7; 63; 65; and/or SIE licenses. •Ability to remaining 2 required licensures within a specified timeframe. •Strong verbal and written communication skills. •Demonstrated ability to multitask, prioritize, and work effectively in a fast-paced environment. •Proven track record of collaboration and relationship-building across teams and business partners. •High level of personal integrity, initiative, adaptability, and openness to change. Preferred Qualifications •Completed Associates and/or Bachelor’s degree in a business-related field. •Understanding of wealth management services. •Proficiency in Microsoft Office; experience with Salesforce •Demonstrated successful stable work history. Hours & Work Schedule •Hours per Week: 40 •Work Schedule: M-F Pay Transparency The salary range for this position is $25-$26.25/hour plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. About Us Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
- 401(K), 401(K) matching, Adoption Assistance, Childcare benefits, Company equity, Company-sponsored outings, Company sponsored family events, Customized development tracks, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Diversity manifesto, Documented equal pay policy, Volunteer in local community, Employee stock purchase plan, Family medical leave, Fitness stipend, Flexible Spending Account (FSA), Flexible work schedule, Generous parental leave, Generous PTO, Health insurance, Highly diverse management team, Job training & conferences, Open door policy, Life insurance, Charitable contribution matching, Mean gender pay gap below 10%, Mentorship program, Paid volunteer time, Online course subscriptions available, Onsite gym, Open office floor plan, Paid holidays, Paid industry certifications, Onsite office parking, Partners with nonprofits, Performance bonus, Pet insurance, Promote from within, Recreational clubs, Lunch and learns, Relocation assistance, Remote work program, Restricted work hours, Sabbatical, Team based strategic planning, OKR operational model, Tuition reimbursement, Mandated unconscious bias training, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Employee resource groups, Employee-led culture committees, Hybrid work model, In-person all-hands meetings, Employee awards, Diversity recruitment program, Pay transparency, Transgender health care benefits, Wellness days, Meditation space, Mother's room, Personal development training, Flexible time off, Floating holidays, Bereavement leave benefits
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Sales Support & Execution Manager
Milestone Systems A/SAt Milestone System we are dedicated to making the world see. As a leading provider of data-driven video technology software, we empower people, businesses, and societies with innovative solutions that enhance security, efficiency, and insight.
JOB DESCRIPTION Sales Support & Execution Manager Location: Lake Oswego, OR (Hybrid - 3 days in office) Position Summary The Sales Support & Execution Manager leads Milestone's U.S. sales lifecycle execution function, owning renewal performance, inside sales programs, and the operational rhythm that supports customer retention, partner responsiveness, and sales efficiency. This role manages the Sales Support Representative team and serves as the primary execution partner for the Head of U.S. Sales Execution in driving disciplined renewal workflows, accurate lifecycle forecasting, and consistent customer and partner engagement. Operating at the intersection of Sales Execution, Customer Success, and Global Sales Operations, the Sales Support & Execution Manager ensures that lifecycle motions-from renewal outreach to program execution-are clear, scalable, and aligned to Milestone's Compass operating model. This is not a sales operations role. It is a frontline sales execution leadership role, accountable for renewal outcomes, lifecycle visibility, and the day-to-day effectiveness of Milestone's customer and partner support motions. Primary Focus: Sales Lifecycle Execution, Renewal Performance & Sales Leadership Mission: To lead the sales lifecycle execution function, drive renewal discipline and customer continuity, and ensure lifecycle programs operate with clarity, accountability, and measurable impact across the U.S. sales organization. The Sales Support & Execution Manager will work out of our US office in beautiful Lake Oswego, OR. Relocation assistance is not offered at this time. This is a hybrid role with 3 days in the office. The position will report to our Head of U.S. Sales Execution. Key Focus Areas 1. Lifecycle Leadership & Team Management (40%) - Lead, coach, and develop the Sales Support Representative team with clear execution standards and accountability. - Define roles, workflows, and performance expectations that support renewal accuracy and customer experience. - Foster a culture of responsiveness, ownership, and precision across lifecycle activities. - Support onboarding, training, and professional development for lifecycle team members. - Ensure consistent execution quality across territories and customer segments. 2. Renewal Execution & Customer Continuity (30%) - Own execution of Milestone Care renewals across the U.S., ensuring timely outreach, accurate quoting, and high renewal rates. - Partner closely with Customer Success to ensure seamless handoffs, shared visibility, and aligned customer messaging. - Monitor renewal pipeline health, risk indicators, and timing gaps; take corrective action where needed. - Identify patterns and opportunities to improve retention, customer engagement, and lifecycle efficiency. - Ensure upsell and expansion opportunities identified during renewal motions are routed appropriately to field teams. 3. Cross-Functional Program & Process Management (15%) - Lead U.S. execution of lifecycle-related programs and initiatives tied to renewals, customer coverage, sales support and partner engagement. - Collaborate with Global Sales Operations (GSO) to align processes with global standards while addressing U.S. market needs. - Drive continuous improvement initiatives focused on scalability, accuracy, and execution speed. - Act as project owner for lifecycle-related process changes, tooling enhancements, or reporting improvements. 4. Partner & Field Collaboration (5%) - Partner with Sales Execution Specialists, ASMs, CBMs, and KAMs to ensure activity aligns with territory strategy. - Support field teams with lifecycle insights, renewal timing visibility, and customer risk indicators. - Reinforce a One Team execution model between Inside Sales, Field Sales, Channel, and Customer Success. 5. Salesforce Hygiene & Forecast Governance (10%) - Ensure accurate documentation of renewals, customer interactions, and lifecycle stages in Salesforce. - Maintain renewal forecast visibility and reporting discipline. - Build out and maintain playbooks and documentation for inside sales roles. - Provide reliable lifecycle data to the Head of U.S. Sales Execution, sales leadership, and GSO. - Enforce governance standards related to data accuracy, attribution, and timing. Key Responsibilities - Lead the U.S. Sales Support lifecycle function and manage the Sales Support Representative team. - Drive disciplined renewal execution and customer lifecycle continuity. - Ensure accurate lifecycle forecasting and Salesforce hygiene. - Partner cross-functionally with Customer Success, Sales Execution, and GSO. - Identify and implement process improvements that strengthen retention and execution efficiency. - Support leadership reporting, renewal readiness reviews, and lifecycle insights. - Serve as the escalation point for renewal execution challenges or lifecycle breakdowns. Qualifications - 6+ years of experience in sales support, renewals, inside sales, or customer lifecycle roles within a B2B or SaaS environment. - 2+ years of experience leading or mentoring teams preferred. - Strong understanding of renewal motions, customer lifecycle management, and sales execution. - Experience working cross-functionally with Sales, Customer Success, and Operations. - High attention to detail with strong process and execution discipline. - Proficiency in Salesforce CRM and reporting tools. - Ability to balance hands-on execution with leadership and process ownership. Preferred Experience - Background in SaaS, physical security, or enterprise technology environments. - Experience supporting channel-led or two-tier sales models. - Prior exposure to global sales operations or matrixed organizations. - Experience leading execution-focused process improvements or lifecycle initiatives. Performance Metrics - Renewal rate and on-time renewal execution. - Lifecycle forecast accuracy and visibility. - Customer and partner satisfaction related to renewal experience. - Salesforce data accuracy and governance compliance. - Team performance, engagement, and responsiveness. - Effectiveness of lifecycle programs and process improvements. Why Milestone? Milestone Systems is a global leader in open-platform video management software, built on trust, collaboration, and innovation. As the Sales Support & Execution Manager, you will lead one of the most critical execution engines in the U.S. sales organization-ensuring customers are retained, partners are supported, and lifecycle motions operate with clarity and confidence. This role is ideal for a leader who thrives at the intersection of execution, ownership, and impact-where strong process and great people deliver measurable results. The annual on-target earnings for this position range from $155,000 to $170,000. Pay is based on the level, location, complexity, responsibility, and job duties of the specific position and is just one component of Milestone's total compensation package. Additionally, we offer an attractive benefits package that includes medical/dental benefits, FSA or HSA, 401k with 6% Safe Harbor employer match, paid parental leave, generous PTO (20 days' vacation, 10 days paid sick time, and 12 company holidays), fully paid Short Term disability policy, fully paid Long Term disability policy, and Life Insurance. If you are selected for an interview, please feel welcome to speak to our Talent Partner about our compensation philosophy. All employees must complete a background check. Employees in fiscal roles are also required to undergo a credit check. All information obtained during these checks is handled confidentially and shared only with authorized personnel. Milestone is committed to creating a diverse and inclusive workplace and is proud to be an equal opportunity employer. Contact and application Are you excited about this opportunity? We encourage you to apply as soon as possible. We will continuously take candidates into the recruitment process, and the position will remain open until a suitable candidate is found. Please apply on our website: www.milestonesys.com We look forward to receiving your application.
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• Write, edit, and manage responses to RFPs, RFIs, RFQs, and other proposal requests. • Translate technical, operational, and business information into clear, persuasive proposal content. • Customize proposal responses to align with client requirements and win strategies. • Ensure proposals clearly communicate value, differentiators, and solutions. • Monitor proposal milestones and proactively manage risks to deadlines. • Maintain and continuously improve proposal templates, response libraries, and supporting documentation. • Serve as the primary point of contact for proposal-related process guidance. • Join internal strategy sessions and review internal meetings to align on proposed solutions, and operational capabilities. • Escalate risks, gaps, or resource constraints to Sales Operations leadership. • Track proposal activity, win/loss trends, and cycle time metrics. • Identify opportunities to improve efficiency, quality, and submission consistency.
• Responsible for creating and managing an outbound pipeline through various channels, including calls, emails, LinkedIn, and video outreach. • Handle all stages of the sales process, from initial contact and discovery to compelling presentations and contract negotiations. • Learn about core offerings in accounting, bookkeeping, and technology. • Contribute to other industry sectors where clients operate, such as freight, wholesale, and retail. • Self-motivation with exceptional discipline for follow-up and CRM management.
