• Support assigned key accounts by responding to production, recruiting, and service requests, and coordinate solutions with internal partners to remove barriers to sales. • Manage a portfolio of key accounts while providing direct production coaching and servicing support to first-year producers and key account managers. • Maintain, update, and communicate key performance metrics by managing tracking tools and preparing reports for leadership. • Calculate, audit, and inspect quarterly bonus and incentive amounts to ensure accuracy, accountability, and timely payout support. • Partner with recruiting teams to transition newly appointed agents into early production by clarifying expectations, connecting agents to training resources, and monitoring activation progress. • Facilitate agent onboarding by guiding agents through portal registration and related systems, and troubleshooting access, credential, and navigation issues. • Train and coach agents, recruiters, and field leaders on sales and production fundamentals through one-on-one support, group sessions, webinars, and follow-up coaching. • Plan, create, market, and deliver recurring training webinars and live seminars, including coaching team members on effective presentation skills, content flow, and audience engagement. • Create marketing materials, promotional campaigns, sales support content, and promotional videos to support product launches, recruiting initiatives, and major field events. • Speak and present at major company events (e.g., convention, recognition events, and other large meetings) to support training, motivation, and strategic initiatives. • Work with lead vendors to define quality expectations, improve lead performance, negotiate terms, and identify alternative lead sources. • Build, manage, and optimize automated drip campaigns and workflows for recruiting prospects and agents using approved CRM/marketing tools, including administration, troubleshooting, and process improvements. • Write and deploy professional HTML email templates and communications to improve message quality, branding consistency, and campaign performance. • Drive attendance and engagement for training webinars and seminars through coordinated marketing outreach, invitations, reminders, and follow-up campaigns. • Serve as a liaison between the field and home office partners to escalate and resolve agent-impacting issues while building strong cross-functional relationships. • Support product launches and field rollouts by developing communication pieces, training content, and implementation support for agents and leaders. • Document common issues, solutions, and process improvements, and share updates with stakeholders to reduce repeat problems and improve the agent experience. • Demonstrate the business impact and ROI of recruiting efforts by tracking outcomes and communicating how recruiting activity contributes to production and team performance. • Perform administrative and coordination duties required to operate the function effectively.

Role Description We are seeking an experienced Editorial Director to lead the day-to-day operations and long-term development of the Investments & Wealth Institute's portfolio of publications, including Investments & Wealth Review (IWR), the Journal of Investment Consulting (JIC), and the Retirement Management Journal (RMJ). This role is responsible for ensuring editorial excellence across all Institute publications while maintaining the rigor, voice, and authority expected of a leading professional association in the investments and wealth management industry. The ideal candidate is an accomplished editorial leader with exceptional editorial judgment and experience managing professional or academic publications. This individual will work closely with Editorial Advisory Board Chairs while cultivating strong relationships with subject matter experts, academic contributors, authors, and Institute leadership to guide editorial strategy, oversee the peer-review process, and ensure the continued quality and integrity of the Institute's publications. Working in partnership with the Marketing & Communications team on publication production, the Editorial Director will help ensure Institute publications remain authoritative, relevant, and valuable resources for members and the broader investment and wealth management profession. Qualifications - Bachelor's degree in Journalism, Communications, Public Relations, English, or a related field required; Master's degree preferred. - Five or more years of progressive experience in editorial, publishing, communications, or related leadership roles. - Experience managing professional, academic, or peer-reviewed publications strongly preferred. - Experience leading editorial boards, peer-review processes, or multi-stakeholder publication review processes preferred. - Financial services, investment management, or professional association experience preferred. - Experience managing multiple publications or complex editorial projects with competing priorities and deadlines preferred. Requirements - Exceptional editorial judgment with the ability to evaluate academic rigor and identify high-quality research and thought leadership. - Ability to facilitate and lead Editorial Advisory Boards and manage complex, multi-stakeholder review processes. - Strong relationship-building and collaboration skills with academics, practitioners, authors, and subject matter experts. - Strategic thinking with the ability to balance long-term editorial vision with day-to-day operational execution. - Excellent organizational and project management skills with the ability to manage multiple publications and competing priorities simultaneously. - Strong knowledge of the Chicago Manual of Style and editorial best practices. - Excellent written, verbal, and interpersonal communication skills. - Strong attention to detail and commitment to producing accurate, high-quality publications. - Ability to travel as needed to support Institute conferences and events. Benefits - Comprehensive benefits package designed to support health, well-being, and financial security. - Medical, dental, and vision insurance. - 401(k) retirement plan with employer match. - Paid time off and paid holidays. - Life and disability insurance. - Flexible spending accounts. - Employee assistance resources. - Professional development opportunities.

Role Description Legacy Protection Group is seeking an experienced, highly connected, and entrepreneurial Family Office Relationship Director to develop and manage strategic relationships with family offices, wealth advisors, private banks, private client attorneys, and ultra-high-net-worth individuals (UHNWIs). This position is responsible for originating and developing opportunities for Legacy Protection Group's premium advisory and protective services, including: - Executive protection - Travel risk management - Residential security consulting - Protective intelligence - Investigations - Crisis management - Transaction security - Concierge security solutions This is a commission-based position designed for senior relationship professionals with existing networks and the ability to open doors within the private wealth ecosystem. Qualifications - Existing relationships within family office, wealth management, private banking, or UHNW communities. - Strong network of centers of influence and referral partners. - Exceptional communication and relationship management skills. - Professional presence and discretion suitable for UHNW clientele. - Ability to operate independently and manage a sales pipeline. - Experience within private wealth, financial services, private aviation, luxury services, private security, consulting, or professional services environments preferred. Requirements - Establish and maintain relationships with: - Single Family Offices (SFOs) - Multi-Family Offices (MFOs) - Registered Investment Advisors (RIAs) - Private Banks - Wealth Management Firms - Estate Planning Attorneys - Private Client Attorneys - Concierge Medical Practices - Luxury Travel Advisors - Private Aviation Providers - Luxury Residential Advisors - Art, Jewelry, and Asset Managers - Identify opportunities for LPG services within family office and private client environments. - Introduce LPG's protective and advisory capabilities to prospective clients and referral partners. - Coordinate meetings, introductions, presentations, and client briefings. - Develop strategic partnerships that create recurring referral opportunities. - Assist clients in identifying risk exposures related to: - Executive travel - Residential security - Protective intelligence - Family protection - Special events - International travel - Reputation management - Asset protection - Transaction risk - Monitor emerging risks affecting family office and UHNW communities. - Provide feedback to LPG leadership regarding new market opportunities and service offerings. Benefits - Bonus based on performance - Flexible schedule - Work Location: Remote

Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins. Why join Coupa? 🔹 Pioneering Technology: At Coupa, we're at the forefront of innovation, leveraging the latest technology to empower our customers with greater efficiency and visibility in their spend. 🔹 Collaborative Culture: We value collaboration and teamwork, and our culture is driven by transparency, openness, and a shared commitment to excellence. 🔹 Global Impact: Join a company where your work has a global, measurable impact on our clients, the business, and each other. Learn more on Life at Coupa blog and hear from our employees about their experiences working at Coupa. The Impact of a Sr. Account Director, Enterprise at Coupa: As an Enterprise Account Director at Coupa, you will drive our growth by prospecting, qualifying, pursuing, and closing opportunities within strategic accounts with revenues over USD 1bn. Your focus will be on targeting new logo prospects and building strong relationships with key decision-makers such as CPOs, CFOs, CIOs, and other customer stakeholders and influencers. By developing trusted advisor-level relationships, you will position Coupa as the preferred partner and create new business opportunities in collaboration with our digital transformation partners. Your contributions as an Enterprise Account Director will directly impact our success in expanding our market presence and driving revenue growth. Through your strategic approach and deep understanding of our customers' needs, you will establish Coupa as the go-to solution for their business challenges. Your ability to foster trusted relationships with senior executives and key stakeholders will drive new business opportunities and solidify Coupa's position as the Total Spend Platform leader. Join us in shaping the future of enterprise accounts and play an instrumental role in driving the growth and success of Coupa on a global scale. What You’ll Do - Prospecting, building pipeline and selling Coupa cloud-based spend management solutions - Engaging with C-level professionals to position Coupa’s strategic value proposition and lead large six-figure plus deals to closure - Collaborating with customers and internal teams to build joint vision roadmaps outlining the value that Coupa will deliver - Creating & maintaining actionable account plans to guide and develop strategies and identify new business opportunities - Providing accurate forecasts and monthly reports to the sales manager to communicate the health of the sales pipeline, significant market trends, and any potential risks that may impact the ability to hit targets What You Will Bring to Coupa - Consistent track record of exceeding sales quota in a SAAS B2B Software environment - Proven track record of successfully selling to and influencing C-level executives at the Enterprise level - Strong organizational capability and experience in enterprise account planning - Demonstrated ability to sell business value to Finance and Business customers using ROI and TCO models - Cross-functional leadership skills, working effectively with diverse teams, including Account Development and Solutions Consulting teams to deliver successful business outcomes Coupa complies with relevant laws and regulations regarding equal opportunity and offers a welcoming and inclusive work environment. Decisions related to hiring, compensation, training, or evaluating performance are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. Please be advised that inquiries or resumes from recruiters will not be accepted. By submitting your application, you acknowledge that you have read Coupa’s Privacy Policy and understand that Coupa receives/collects your application, including your personal data, for the purposes of managing Coupa's ongoing recruitment and placement activities, including for employment purposes in the event of a successful application and for notification of future job opportunities if you did not succeed the first time. You will find more details about how your application is processed, the purposes of processing, and how long we retain your application in our Privacy Policy.