Location Designation: Fully Remote A Unique Opportunity to Elevate Your Career New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement. About the Role As a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies. What You’ll Do: - Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions. - Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory. - Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights. - Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations. - Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement. - Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients. - Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships. - Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships. - Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement. - Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement. - Uphold a structured, distraction-free work environment at home, ensuring high productivity. What You’ll Bring: - Must reside in Washington State or Oregon and be able to travel as needed. - At least 2 years of experience in asset management sales or as a Financial Advisor FINRA Series 7 & 63 licenses are required. - Bachelor’s degree in Finance, Business, or a related field is preferred. - Passionate about financial markets, investments, and ongoing learning. - Curious mindset with strong questioning skills to uncover advisor needs. - Driven to become a key partner to advisors through knowledge, service, and strategy. - Skilled in executing sales strategies, tracking results, and adjusting to market trends. - Proven track record of sales success and strong advisor relationships. - Able to maintain a dedicated, productive work-from-home environment. - Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets. - Strong presentation, communication, and relationship-building skills. - Self-starter who works well independently and with an External Wholesaler. - Willing to travel to the NYC home office once per quarter. #LI-AM1 Pay Transparency Salary Range: $70,000 + sales incentives Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​ Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. ​Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 93648

• Execute project delivery in a client-interacting role with functional analysis, process review, and business process performance optimization. • Collaborate with internal staff and leaders to deliver best-in-class Ludia Product Solutions for our clients. • Collaborate with Delivery team in the implementation of data migration and translation, data integration, training and custom development and reports. • Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes. • Write business process design documents and workflows. • Implement technical solutions for Microsoft Dynamics CE/ Sales and projects with the aim of optimizing operational efficiency using development best practices. • Provide community subject matter expertise on Dynamics 365 CE/Sales/ Project Operations (and related) technologies by presenting online blog posts. • Demonstrate the ability to develop a strong working relationship with Ludia customers

OPENTEXT - THE INFORMATION COMPANY OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of digital transformation. AI-First. Future-Driven. Human-Centered. At OpenText, AI is at the heart of everything we do—powering innovation, transforming work, and empowering digital knowledge workers. We're hiring talent that AI can't replace to help us shape the future of information management. Join us. Job Location: Sydney or Melbourne OPENTEXT - THE INFORMATION COMPANY OpenText technologies and business solutions allow organisations to take full advantage of their information. By gaining better business insight through knowledge, customers can capitalise on opportunities to positively impact the business, improve process velocity, reduce risks related to information governance, and protect sensitive information and intellectual property from internal leaks and external threats. OpenText Cybersecurity solutions address the Cyber Resilience requirements of Small, Medium, and mid-market businesses. We lead with solutions that ensure Data Mobility, Security and Protection for customers and partners that help keep their business up and running through unforeseen cyber events. Our organisation is growing globally, and we are looking for a key team player to join our experienced Solution Consulting group. We are seeking an individual who is a self-starter, passionate about technology, has a "gets it done, whatever it takes" attitude and thrives in a fast-paced, deadline-driven environment. POSITION OVERVIEW As a Solution Consultant, you are responsible for securing technical wins, evangelising our solutions, and enabling our partners for success in their given markets. Teamwork and collaboration skills will serve you well, as will strong written and verbal communication skills. Additionally, you must be familiar with a wide range of IT-related technologies and solutions. We value critical thinking, adaptability, and a positive mental attitude. Our team focuses on driving revenue, and you will be working closely alongside the sales teams. Your working environment will be remote, with frequent travel to our offices, customer sites and events. This opportunity has excellent pay and benefits, a great work environment, a chance to learn, grow and develop in a company that cares about its customers and employees. You will establish the pre-sales support requirements for current and prospective customers and partners in this role and will work with Partners, Customers and Sales counterparts to ensure that our systems and solutions meet and exceed customer requirements. A Solution Consultant will provide quick and thorough responses to customer requests, demonstrate system features, configuration options and functionality that satisfy business needs. Additionally, the Solution Consultant will direct projects, display technical leadership and problem-solving while serving as a technical resource for long-range planning.  SKILLS & QUALIFICATIONS A Senior Solution Consultant must display the following skills and attributes: •Decision Making Ability to make decisions that impact the scheduling, planning and successful completion of project / function deliverables. Works independently and makes decisions within a project / function, guided by professional / technical expertise and known practices and established precedents. •Problem Solving Assessment of the problems that involves both the identification and analysis of multiple factors or variables. Applies professional/technical expertise to develop solutions. Provides project / functional guidance to others on specific problems. •Leadership Helps to promote an effective team environment, through mentoring and sharing professional / technical knowledge with team members. Is seen as a technical/functional specialist. •Professional Expertise Has specific expertise required for the job and applies that expertise to multiple aspects of a project / function. Has relevant experience, possesses highly developed professional / technical skills, developing breadth of capability. •Demonstrable Skills A rounded understanding of the IT data and cyber threat landscape. Understanding of network technologies and topologies, protocols, and administration Demonstrate a solid understanding of Endpoint Detection and response (EDR) and Manage Detection and Response (MDR) technologies. Conceptual understanding of encryption and data security techniques. Experience with desktop software management technologies RMM providers, Group Policy, SCCM, Jamf, SolarWinds, Kaseya Some experience with Data Mobility solutions, techniques, and technologies Data Security solutions, techniques, and technologies Data Protection solutions, techniques, and technologies Understanding of virtualisation (e.g., VMWare, HyperV, KVM) Administering SaaS services Microsoft Office365, Salesforce, Microsoft Dynamics Familiarity with programming / scripting tools (e.g., PHP, Java, C+, SOAP, REST, PS). •Interaction Interactions are usually within the company but may involve contact with external groups and customers to assist in the resolution of specific problems. Effectively coordinates and influences contacts. Knowledge Education: Bachelor’s degree or equivalent in relevant discipline. Experience: 5-8 years of mostly relevant experience. Highly developed professional / technical skills are needed to perform the job.   ROLES & RESPONSIBILITIES •Understand the OpenText Cybersecuirty solutions and be able to present demonstrations and articulate the value proposition of each and be able to identify use cases that are addressed by the whole portfolio. •Become a subject matter expert in our, Data Security and Data Protection cybersecurity product sets. You will receive training and mentorship that will allow you to master these specific solutions. •Conduct presentation and Webinars on our Cybersecurity portfolio. •Lead technical sales presentations and demonstrations with partners and customers. •Work with a high level of autonomy in conjunction with your designated sales team. •Gather customer requirements and feedback, work with peers and product management collaboratively. •Drive opportunities to close, ensuring the "Technical Win". OpenText's efforts to build an inclusive work environment go beyond simply complying with applicable laws. Our Employment Equity and Diversity Policy provides direction on maintaining a working environment that is inclusive of everyone, regardless of culture, national origin, race, color, gender, gender identification, sexual orientation, family status, age, veteran status, disability, religion, or other basis protected by applicable laws. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please contact us at hr@opentext.com. Our proactive approach fosters collaboration, innovation, and personal growth, enriching OpenText's vibrant workplace.

• Create business performance and process diagnostics and assessments. • Attending and developing implementation design sessions with customers for Warehouse, Supply Chain and Transportation Management (TMS) processes. • Configure, test and train customers on D365F&SC warehouse, supply chain and TMS implementation solution design. • Document high-level requirements to discuss with developers for technical feasibility to estimate time and delivery estimates. • Write comprehensive developer tasks with defined requirements for successful execution. • Developing and testing of detailed functional designs for business solution components and prototypes, e.g. • Implement product information management • Implement Manufacturing/Distribution • Implement inventory management • Implement and manage supply chain processes • Implement (advanced) warehouse management and transportation management • Implement Master planning • Identify functional gaps and conflicts in requirements and drive toward a solution. • Coordinating with technical staff for application build, test, and deploy activities. • Assist and/or lead planning and executing data conversion activities. • Drive test planning and execution. • Project and program management that exhibits leadership in process re-engineering and implementation of a process, technology, strategy, and organizational changes.