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Sun Life Assurance Company of CanadaWellesley, Massachusetts
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset . As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Senior Director, Asset Management Compensation- SLC Management What is in it for you: We are seeking a highly analytical and strategic Senior Director, Asset Management Compensation to join our dynamic team. This is a high-visibility role responsible for managing special, enterprise-wide compensation projects across the SLC platform. The ideal candidate will be an expert in financial modeling and data analytics, with a proven ability to translate complex information into compelling, executive-ready presentations for senior leadership and the Board of Directors. Partners across HR functions, with our Sun Life and SLC business partners and external vendors, to develop, implement and administer innovative, business-oriented solutions with measurable outcomes that optimize our financial investment and deliver a modern, compelling, and integrated rewards experience for each employee at moments that matter. Stays current in external trends, including technology and analytics/ measurement advances and industry trends. What you will do: Champions SLC’s compensation philosophy and partners across HR and the business to ensure compensation programs are designed and delivered in alignment with business and HR objectives. Manage special enterprise-wide compensation projects across the SLC investment management platform, from conception through implementation. Build strong relationships with HR Business Partners and Business Leaders. Provides consultation and partnership to identify needs and priorities. This may include conducting market research, internal analysis, establishing design principles, building design alternatives, outlining implications through modeling, determining employee and cost impacts, and creating communication and transition plans. Own the preparation and delivery of quarter-end and annual board deliverables, ensuring all materials are accurate, insightful, and professionally presented. Design and create compelling, executive-ready presentations for the CHRO, CEO, and Compensation Committee, clearly articulating findings and strategic recommendations. Develop and maintain sophisticated compensation models using advanced Excel techniques. Conduct deep-dive analytics on compensation trends, market data, and program effectiveness to provide data-driven recommendations. Operational Analytics & Reporting: Delivers analysis and reporting that consistently identifies actionable opportunities to drive incremental efficiency and/or growth for our business partners Influences strategic decision making and initiative prioritization through analysis-based recommendations. Business Intelligence & Data: Takes data from its raw form and makes it actionable through self-service datasets, reports, and visualizations. Shortens the time and effort from data —> insight —> decision Provides support for SLC compensation related deliverables such as the annual compensation cycle, market benchmarking, salary and incentive structure design, compensation recommendations, job evaluation etc. Monitors external developments and trends impacting employee reward programs and proactively identifies strategies and tactics to respond. Works collaboratively with HR and Communications teams to develop and implement effective communication and change management plans to enhance the employee experience and perceived value of our programs. What you will need to succeed: Bachelor’s degree and 8 to 10 years of relevant experience required. CCP or CBP designation preferred. Strong knowledge of compensation practices and theory including experience in incentive program design. Solid knowledge and understanding of HR programs and connections. Excellent interpersonal and consulting skills. Proven ability to build effective partnerships within HR and with business leaders in order to effectively collaborate and recommend compensation solutions that solve business problems. Strong communication including the ability to effectively communicate complex concepts in simple terms to various audiences. Strong project management and planning skills, including the ability to lead, plan, organize and resource complex assignments. Advanced Excel skills and spreadsheet analysis. Strong Power Point skills with the ability to build audience-specific presentations. Exceptional analytical, problem solving and financial modeling skills, with an eye for detail and accuracy Knowledge of data visualization tools such as Tableau or Power BI is a plus but not required. Ability to organize and accomplish objectives independently and proactively. Ability to deal with ambiguity and develop a course of action. Mindset Innovative - Passion to challenge the status quo, find new solutions and drive out-of-the-box ideas. Encourages an experimental mindset to drive innovation. Exemplifies Agile Scrum Culture- Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust. Empowers others to fail, learn, and grow. Data-Driven Decision Making – Embraces a culture of using data to inform decisions and strategies, leveraging advanced analytics and visualization tools to extract meaningful insights. Continuous Improvement Orientation – Constantly assessing ‘What’ work we deliver and ‘How’ we are delivering the work by asking questions ‘Are we working on the right priorities?’ ‘Do we need to do this work?’, ‘Could we do this work more effectively (using different processes & tools, in a shorter timeframe, etc.) For US applicants the base salary range is $168.2k - $252.3k USD. For Canadian applicants the base salary range is $123.1 - $172.3 CAD Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Human Resources We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com . We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .
Posted 2 weeks ago
All PositionsGreenwood, South Carolina
1. Support the lean redesign efforts of Lean transformation into our culture by utilizing value stream mapping and other lean tools 2. Oversee daily operations and project management of care re-design teams, schedule meetings , plan and develop agendas for meetings, facilitate discussion summarize steps, assist in development of implementation plan. 3. Prepare graphic presentations of results and make presentations to management and others as needed. 4. Perform observation and data collection for RPIW's and A-3's. 5. Gather and analyze defined metrics , identify trends and create action plans with identification of improvement opportunities such as staffing, scheduling, capacity , improving patient flow. 6. Support of Hospital leadership and performance teams to include analysis of departments and processes to improve productivity and improve efficiencies 7. Develop methods, reports and /or processes to validate/assess initiatives that were implemented and help support accountability 8. Work with Senior Leadership and Department Directors on projects related to new equipment acquisition related to utilization and needs of the organization,. 9. Demonstrates ability to do the most important work first. Able to manage assignments if workload is increased, prioritizes so vital activities are accomplished. Assists co-workers/others without being asked
Posted 30+ days ago
Next Generation IncBrooklyn, NY
Job Title: IT Asset Analyst – Software Asset Management Job Description: Next Generation Inc. (NGI) is seeking a highly detail-oriented IT Asset Analyst for our client head-quartered in New York City. This is a key role responsible for overseeing the full lifecycle of software assets, ensuring compliance, and identifying cost-saving opportunities through effective software asset management (SAM) practices. Note: Consultant will be required to work onsite for the first 3 months of the engagement. Upon successful demonstration of performance and reliability, the consultant will transition to a hybrid remote schedule (4 days onsite / 1 day remote). Job Responsibilities: • Maintain an accurate and up-to-date inventory of all software assets including licenses, versions, entitlements, and usage data. • Ensure all software usage aligns with vendor licensing agreements and regulatory requirements. • Support procurement efforts by assisting in the acquisition and renewal of software licenses, including negotiation with vendors for favorable terms. • Analyze usage data to identify underutilized assets and make recommendations for optimization and cost reduction. • Reporting: Develop and distribute regular reports on software asset utilization, compliance status, and inventory to stakeholders. • Audit Support: Coordinate and support both internal and external audits related to software licensing and compliance. • Process Improvement: Create, document, and continuously improve SAM processes and best practices. • Collaboration: Partner with IT, procurement, legal, and other relevant departments to align asset management activities across the organization. Job Qualifications: • 3+ years of experience in software asset management or IT asset management roles. • Strong understanding of software licensing models, contract terms, and vendor agreements. • Proficient in software asset management tools and tracking technologies. • Excellent analytical, reporting, and problem-solving skills. • Strong interpersonal and communication skills to collaborate across departments. • High attention to detail and organizational skills. • Ability to work independently and collaboratively in a fast-paced environment. Preferred Skills: • Experience with enterprise-level asset management tools (e.g., ServiceNow, Flexera, Snow). • Prior experience in a public sector or transportation agency environment is a plus. • Familiarity with regulatory compliance standards related to software usage. Job Benefits: • Competitive Consultant hourly rate range based on experience and education of approximately $65 to $70 an hour
Posted 30+ days ago
BETA TechnologiesRaleigh, North Carolina
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The Software Configuration Management Engineer is responsible for managing software life cycle data and records for software design and production. This activity is crucial to the process of obtaining and maintaining FAA Certification to produce, supply, and operate aircraft. The Software Configuration Management Engineer works cross functionally with Airworthiness, Engineering, Production, Quality, and other Stakeholders providing critical data and process inputs to software life cycle and configuration activities and maintaining the traceability and auditability of software data in the ALM, version control and archive systems. How you will contribute to revolutionizing electric aviation: Define configuration management and related processes to control and manage software life cycle data and records in compliance with DO-178C and other industry regulations and standards. Train and guide users in best practices for managing software life cycle data and records. Coordinate, scope, and track changes to software life cycle data, conduct releases, establish baselines and manage configuration documentation for airborne software, software tools, and test equipment software. Chair the Software Change Control Board (SCCB) to ensure changes are adequately documented, authorized for implementation, and reviewed for correctness and completeness. Ensure correct software loading for production along with compatibility with aircraft systems. Assist in authoring procedures for the Quality Management System and development of the quality records management system and audit checklists. Become a subject matter expert, support and train users in use of relevant BETA software life cycle processes and systems (Polarion, Subversion, and GitLab). Minimum Qualifications: Deep knowledge of software change management processes, familiarity with DO-178C, SAE AS9100D and SAE AS9115A. 5+ years of experience or BS degree in computer science and 2 years in aerospace or other regulated design and manufacturing industry. Requirements, Test, and Change Management software experience (Polarion, DOORS, JAMA, JIRA). Experience with Version control software (Subversion, Git, GitLab). Passion for safety through quality. Excellent written and verbal communication skills with internal and external customers. High energy, self-motivated, organized and detail oriented. Above and Beyond Qualifications: Strong problem solving and root cause corrective action investigation background. Polarion scripting and automation experience, including workflow conditions and functions, wiki page scripting (Apache Velocity), Live Report widgets, form extensions, etc. Work Environment: The Software Configuration Management Engineer is expected to be available for onsite work at BETA Technologies locations in Montreal Canada, Burlington Vermont, or Raleigh area of North Carolina. This is a contractor position, with 45-50 hours of work per week, minimum of 1 year assignment with possible extension. $100,000 - $150,000 a year The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.
Posted 1 week ago
MS Smith BarneyPasadena, California
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posted 30+ days ago
BETA TechnologiesSouth Burlington, Vermont
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The CAD Standards & Data Management Technician will be a member of the PLM Group at BETA Technologies. The successful candidate will have a good basis in CAD Design Methods and Best Practices, and will join the team ready and committed to improve and expand those skills while supporting Catia and Solidworks for the Engineering Teams. The candidate will work directly with CAD Methods Engineers, and other PLM Group members on a daily basis to collaborate on, assist, and review engineering processes & tools for use in BETA Engineering Product Development and Production Operations. The candidate will work closely with Product Development, Production, and Service Engineers within BETA in order to help champion and promote; development of robust engineering design and analysis methods. How you will contribute to revolutionizing electric aviation: Assist in development of and champion robust adoption of Product CAD and Data Management best practices. Assist in establishing and help to maintain CAD Standards including but not limited to 3D Modeling, Drafting, Materials & Mass. Curate and Support the Beta Standard Parts and Materials Libraries. Evaluate and drive material and hardware commonality and re-use. Create innovative methods to realize “user” initiatives and improve user experience. Manage the creation, validation, and distribution of Technical Data Packages to partners, vendors, and regulators. Help to troubleshoot and resolve issues with derived data exports and identified internally and with partners. Training and support of Product Development and Manufacturing Engineers in CAD Standards, Templates and Methods. Work with and in support of engineers across departments to uncover knowledge gaps in CAD and PLM methods, and proactively seek to leverage unused software functions to improve existing process inefficiencies. Minimum Qualifications: 3+ years of experience using and supporting CATIA CAD software in an enterprise product development environment. 3+ years of experience in Aerospace or Automotive, Transport or other complex mechanical product development and manufacturing industry preferred. Strong underlying practical knowledge of engineering design and analysis disciplines and practices. Strong problem solving and root cause corrective action investigation background. Support & Troubleshooting mindset. Eager to learn and develop new skills in 3DExperience & CATIA. $80,000 - $100,000 a year The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.
Posted 30+ days ago
Morgan StanleyPurchase, NY
WM Platforms Portfolio Management Lead Company Profile: Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Overview: The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. The Portfolio Management & Governance Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives. Job Overview As part of the PMG team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients. Principal Responsibilities > Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget > Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership > Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy > Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy > Assist in the development of the target operating, service, and support models > Support Engagement & Adoption strategy, and provide support for pilot and business launch > Maintain strong partnerships with teams across the business and technology teams to drive successful execution > Provide transparency to stakeholders into progress towards goals, including leading governance Desired Skills > Organizational Change Leadership: experience leading through transitions and providing thought leadership on opportunities and risk mitigation > People Leadership: manage a team juggling multiple priorities in a matrixed operating environment > Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately > Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance > Problem solving and consensus-building skills > Strong presentation skills, including ability to create PowerPoint presentations for various levels of management > Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall) > Ability to organize and prioritize work > Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making > Strong organizational skills with a high attention to detail > Independent self-starter who can manage multiple activities to aggressive deadlines > Strong time management skills and ability to drive projects to completion within budget > Eagerness to learn the business and understand technical requirements > Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams > BS/BA degree required > Minimum of 12 years of professional experience in project management, product management or technology > Experience in the financial services industry, Wealth Management, or consulting > Agile training a plus, but not required Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $175,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posted 3 days ago
Morgan StanleyPasadena, CA
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posted 30+ days ago
Utica National Insurance GroupCharlotte, NC
The Company: At Utica National Insurance Group, our 1,300 employees nationwide live our corporate promise every day: to make people feel secure, appreciated, and respected. We are an "A" rated, $1.7B award-winning, nationally recognized property & casualty insurance carrier. Headquartered in Central New York, we operate across the Eastern half of the United States, with major office locations in New Hartford, New York and Charlotte, and regional offices in Boston, New York City, Atlanta, Dallas, Columbus, Richmond, and Chicago. What you will do: We are seeking a highly skilled and experienced Risk Management Specialist to join our team. As a Risk Management Senior Casualty Specialist, you will be responsible for utilizing your subject matter expertise (SME) to advance the risk assessment skills and capabilities of our team within employee and fleet/vehicle safety areas. You will also play a crucial role in developing and delivering staff training programs and conducting quality assurance (QA) reviews specific to SME areas. In addition, you will partner and collaborate with our underwriting and claims teams in efforts to reduce losses. Provide technical expertise and assistance to internal UN and external customers within SME technical specialty Advance RMS staff understanding of coverages, risk exposure assessment techniques and desired risk control programs within SME specialty area. Provide technical consultation and assistance to Risk Management staff within SME area. Develop/update RMS assessment report and guide for designated specialty area Develop and deliver SME specific training seminars for risk management within specialty area for internal and/or external customers. Conduct larger, special and higher hazard risk assessment surveys and reports within specialty area. Service and/or coordinate service delivery for largest accounts within specialty area if applicable Stay current with SME specific technical topics and develop and or select new SME RM services for clients. Conduct quality assurance report reviews for the department on accounts based on individual LOB criteria. Review, analyze and monitor loss activity and trends (macro across book) and share loss findings, trends and loss lessons with internal and external stakeholders Conduct large loss reviews to determine and share loss lessons Collaborate with underwriting on specific LOB projects, initiatives and special projects. Collaborate with UW and marketing in driving greater broker and client understanding of RMS products and services via: prospective sales/agency meetings, external webinars and participation and presenting at select industry conferences. Participate in industry conferences and/or specific business segment groups and initiatives Develop and deliver external webinar or RMS communications within SME area Participate in prospective sales/agency meetings Participate in regional/national SME specific associations and groups to stay current on latest technical information. Collaborate with RMS AVP and Marketing on development and/or update of SME specific Risk Management Advisories. Identify and vet RMS products and service offerings for customers within SME area. Develop RMS service tools and products for insureds Identify and address emerging risks within technical segment Collaborate with marketing, legal and communications on RMS materials and seminars as needed Additional Responsibilities: Special projects as assigned or needed Participate in professional and community safety activities. Assist in mentoring and developing Risk Management staff in risk services. Maintain good communications with other departments, policyholders and producers. Performs other duties as assigned. Conforms with all corporate policies and procedures. What you will need: Education: Bachelor's Degree preferred OR Master's Degree preferred. Experience: 10 years- At least 5 years of experience in the Risk Management or Loss Control profession; including extensive experience in fleet/vehicle and employee safety risk control programs. Significant technical expertise and experience preferred. Salary: $95,100-$142,700 The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications. Benefits: We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following: Medical and Prescription Drug Benefit Dental Benefit Vision Benefit Life Insurance and Disability Benefits 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results) Health Savings Account (HSA) Flexible Spending Accounts Tuition Assistance, Training, and Professional Designations Company-Paid Family Leave Adoption/Surrogacy Assistance Benefit Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance Student Loan Refinancing Services Care.com Membership with Back-up Care, Senior Solutions Business Travel Accident Insurance Matching Gifts program Paid Volunteer Day Employee Referral Award Program Wellness programs Additional Information: This position is a full time salaried, exempt (non overtime eligible) position As part of our hiring process, candidates who have accepted a formal offer must be willing to undergo a comprehensive background check and drug screen; additional screening for credit or MVR may be required for some positions. Utica National is an Equal Opportunity Employer. Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy. #LI-LH1
Posted 30+ days ago
Thermo Fisher ScientificWaltham, Massachusetts
Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description At Thermo Fisher Scientific Inc., we offer you the chance to play a crucial role in building deep pipelines of future general management talent to ensure the ongoing success and growth of the organization. The Sr. Manager of Talent Management, GM, will drive key mechanisms and tools used in the career planning and development for this key talent pipeline in partnership with HR and Talent Partners. Key Responsibilities: Work with the Director of Talent Management to build and implement strategic talent management initiatives passionate about identifying, developing, and retaining high-potential candidates for general management roles. Build and implement solutions to support the long-term career planning of our talent pipelines. Collaborate with HR and Talent Leaders to identify standard methodologies, drive accountability, and use automation to track and report on these populations. Lead the evolution of the GM Toolkit, ensuring it provides the right resources for individuals to understand GM role requirements. Develop communication strategies to drive engagement, using AI tools to personalize learning and development. Partner with the Talent Development team to ensure alignment with the critical capabilities required for the General Manager role. Serve as a thought partner in program design and delivery, participating as needed. Analyze talent data and metrics to identify trends, assess the efficiency of initiatives, and make data-driven recommendations for continuous improvement. Develop mechanisms for talent sharing to ensure the right people are placed in appropriate roles, educating and empowering HR and Talent partners to use talent data effectively. Collaborate with Talent Acquisition to embed the GM Selection Process into the organization, ensuring we hire top talent for key GM roles. Leverage relationships with business leaders to understand the GM role's nuances, determining where a standardized or nuanced approach is best for addressing talent needs. Qualifications: Bachelor’s degree in Human Resources, Business Administration, or a related field; Master’s degree preferred. Minimum of 7-10 years of experience in talent management, leadership development, or a related field. Demonstrable track record of designing and implementing successful talent management initiatives. Strong analytical skills with the ability to interpret data and make strategic recommendations. Excellent communication and interpersonal skills, with the ability to influence and build relationships at all levels of the organization. Experience in a global, matrixed organization is highly desirable. Ability to manage multiple priorities and projects in a fast-paced environment. Strong problem-solving skills and a proactive approach to addressing challenges.
Posted 30+ days ago
NYCEDCNew York, NY
Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Don't see what you're looking for in our Asset Management - Portfolio Management department? Read more about what the team does and see if this is the right team for you. If interested, simply take a few minutes to tell us more about yourself and you'll receive tailored communications from our recruiters about future employment opportunities. Department Overview: The Asset Management (AM) Division is at the forefront of managing NYC's largest and most diverse portfolio of real estate and transportation assets. The AM Division is responsible for the linking policy goals with full life-cycle management of its broad portfolio, including retail spaces, commercial buildings, industrial sites, ports, public markets, theaters, and major campuses through capital planning, design and construction, asset and facilities management, and enterprise operations. The division is at the forefront of shaping New York City's infrastructure and regional economic landscape. The Portfolio Management department manages the overall strategy for conventional and non-traditional assets across all five boroughs of New York City. The portfolio includes commercial real estate properties as well as transportation, port assets, critical infrastructure, and energy assets. As a mission-driven organization, NYCEDC targets not just economic returns but also multiple social metrics including but not limited to job creation and growing equitable neighborhoods. The overall assets are divided into multiple portfolios. The division-wide portfolio encompasses property types including those that are standard in the real estate industry (retail, commercial, industrial), port assets (NY Cruise, rail, maritime and aviation) as well as assets particular to the public sector (public retail and wholesale markets, Broadway and non-profit theaters, and affordable industrial and commercial campuses). About Us: New York City Economic Development Corporation is a mission-driven, nonprofit organization that works for a vibrant, inclusive, and globally competitive economy for all New Yorkers. We take a comprehensive approach, through four main strategies: strengthen confidence in NYC as a great place to do business; grow innovative sectors, with a focus on equity; build neighborhoods as places to live, learn, work, and play; and deliver sustainable infrastructure for communities and the city's future economy. NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: Generous employer subsidized health insurance Medical, dental, and pharmacy plans Vision and hearing benefits Flexible spending accounts for healthcare and dependent care Short term and long-term disability coverage 100% employer covered life insurance and supplemental life insurance coverage Up to 25 vacation days Floating Holidays and Summer Fridays Parental leave - up to 20 paid weeks Retirement savings programs Company-paid 401(a) defined contribution plan 457(b) tax-advantaged retirement savings plan Tuition Reimbursement program Continuing education and professional development Public Service Loan Forgiveness (PSLF) eligible employer College savings plan Backup childcare Gym membership discounts A Calm.com membership for mindfulness and mental health support Employee discounts through Plum Benefits and much more Benefits listed above may vary based on the length and nature of your employment with New York City Economic Development Corporation. These benefits are subject to be modified at any time, at the discretion of the organization. The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.
Posted 30+ days ago
AxonSeattle, WA
Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other. Life at Axon is fast-paced, challenging and meaningful. Here, you'll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. Your Impact As Principal Product Manager for Video Management, you will define how users across public safety, enterprise security, and international markets see, use, and act on video in real time. You'll lead the roadmap for Fusus' core video workflows-live camera viewing, multi-camera playback, incident bookmarking, synchronized timeline navigation, PTZ control, video download, secure sharing, and evidence retention. These features power everything from real-time monitoring and tactical response to investigation, compliance, and cross-agency coordination. This role is central to how Axon delivers real-time visibility and coordinated response-whether it's a law enforcement officer responding to a threat, analysts in Real-Time Crime Center (RTCC) supporting a critical incident, or a Security Operations Center (SOC) managing hundreds of feeds. Your work will help prevent harm, accelerate response, and build public trust-directly advancing Axon's mission to Protect Life. Location: This role is based out of our Seattle, WA office and follows a hybrid schedule. We rely on in-person collaboration and ask that team members work onsite Tuesdays through Fridays, with the flexibility to work remotely on Mondays, unless there is an approved workplace accommodation. We believe that connection fuels innovation, and our in-office culture is designed to foster meaningful teamwork, mentorship, and shared success. Reports to: Senior Director of Product, Real-Time Operations What You'll Do Own the vision and roadmap for how users interact with video across Fusus-from live viewing to playback, bookmarking, downloading, sharing, and retention. Design flexible, high-impact workflows that serve patrol officers, GSOC operators, and international agencies in real-world, high-pressure scenarios. Unify fragmented video sources (fixed, body-worn, drone, car, third-party) into a cohesive experience that performs reliably, regardless of origin or format. Thread the video experience across the broader Axon ecosystem-including mapping, alerting, case management, and sharing. Build for scale, policy enforcement, and ease of deployment-supporting thousands of users, devices, and jurisdictions with minimal friction. Engage deeply with diverse customers to understand how video fits into their missions, then translate that into product clarity and prioritization. Drive execution from discovery through delivery, partnering across design, engineering, and go-to-market teams to ship high-quality, adoption-ready features. Measure success through field outcomes-faster decisions, stronger coordination, better transparency. What Success Looks Like Users quickly access, navigate, and act on the right video-across any location, camera, or point in time. Saving seconds saves lives-our users make faster decisions, have smoother handoffs, and clearer post-incident reviews. Usage, retention, and expansion growth across law enforcement, enterprise, and international markets. What You Bring 10+ years of product management experience in B2B SaaS, public safety, or mission-critical platforms-ideally involving real-time video, streaming, or physical security. Deep user empathy, with experience understanding user mental models and mapping them to product decisions. Proven success owning complex product areas end-to-end, from vision through delivery and iteration. Strong technical fluency in real-time video, streaming infrastructure, and system integration across devices. Clear thinking and principled decision-making in the face of ambiguity, tradeoffs, and urgency. Experience navigating scale: multi-tenant platforms, global deployments, and granular access and retention controls. Full-spectrum execution-from research to roadmap to sprint detail-working tightly across engineering, design, and GTM. Strong communicator and collaborator, comfortable influencing execs, engineers, and customers alike. Benefits that Benefit You Competitive salary and 401(k) with employer match Discretionary paid time off Paid parental leave for all parents Comprehensive Medical, Dental, and Vision plans Fitness and wellness programs Emotional & Mental Wellness support Learning & Development budget And yes, we have snacks in our offices The Pay: Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The starting base pay for this role is between USD 162,000 in the lowest geographic market and USD 259,200 in the highest geographic market. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit www.axon.com/careers/benefits. Don't meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve. Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you're excited about this role and our mission to Protect Life but your experience doesn't align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Important Notes The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions. Some roles may also require legal eligibility to work in a firearms environment. Axon's mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon's impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment. We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We're committed to hiring the best talent - regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances - and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes.
Posted 4 days ago
Morgan StanleyNew York, NY
Background on the Position The role will reside within the Morgan Stanley Risk Data team within the Firm Risk Management function (FRM). Risk Data is responsible for the development, management and promotion of data standards, governance, and monitoring of the Risk Data Domains (e.g., Credit, Market, Liquidity, Operational Risk) to evidence compliance with internal data governance policies/procedures, and with the BCBS 239 Principles. Risk Data provides strategic partnership across FRM and firmwide divisions to enhance risk data management and governance. Risk Data seeks an Executive Director to lead data quality related strategic initiatives for the FRM function. Projects will range from data strategy development and oversight for the division, data risk management framework development and implementation oversight. To be successful, candidates will benefit from relevant IT engineering or Data Governance experience in a financial institution, particularly in a control function, independence and self-motivation, an ability to quickly build/maintain strong internal network/relationships across businesses and control functions, superior communication skills, and a strong desire to listen and learn. Primary Responsibilities This candidate, who will report to the Global Head of Risk Data, will leverage FRM Data teams' members to deliver the following: > Drive FRM requirements for Firmwide and FRM data initiatives, e.g., Global Data Quality Program, Lineage and Architecture. The role requires the ability to liaise with a broad set of senior internal and external stakeholders including FRM and Firmwide Technology, Risk managers, Divisional and FRM domain data quality governance teams and others to develop business solutions for Firmwide data-related initiatives and advocate, as appropriate for FRM requirements. > Practiced in the use of influencing skills and ability to coordinate among IT, Data and Risk perspectives and input to develop a FRM solutions using extensive data quality governance experience, IT systems and risk & finance process knowledge > Lead a select team to oversee FRM and other division's initiative implementation in alignment with FRM expectations > Engage with senior leaders, auditors and regulators to provide insight and clarity around Risk Data Strategy in firmwide or FRM-led initiatives Experience: > Undergraduate Degree or above > The candidate is required to have 10+ years IT business analysis / IT engineering and /or data governance experience, ideally in a financial institution's Risk & Compliance function > Proven track record in managing and delivering change initiatives impacting data governance, processes and organization > Experience driving business requirements in Technology initiatives > Leadership, influencing and effective communication skills, including writing and verbal communication forms > Good understanding of process control, monitoring mechanisms and operational risk in the financial services industry > Strong understanding of financial risk management concepts and financial products > Strong decision-making skills with attention to detail > Strong organizational and project management skills > Strong Excel and PowerPoint skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $165,000 and $275,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posted 2 weeks ago
SmartronixHuntsville, AL
SMX is currently seeking a Configuration Manager/Digital Management Analyst with practical knowledge, technical depth and strong operational experience to perform configuration identification, control standards, release management and intellectual property analytical work in the Future Long Range Assault Project office in Huntsville, AL. The ideal candidate has a strong understanding of intellectual Property and an appreciation for industry and government data rights during weapon system development. This is an amazing opportunity for the right candidate to work in a project office developing a weapon system material solution with a cutting-edge approach to intellectual property and data rights. The CM/DM position will perform analytical review on activities including but not limited to researching assertions, researching legal framework and requirements, analyzing CDRLs, and support information relative to the life cycle sustainment plan for the Project Office. Essential Duties & Responsibilities Develop a total lifecycle CM program plan to be responsible for the development and integration of CM requirements into system Acquisitions Strategies, Life Cycle Sustainment plans, Systems Engineering Plans and Contract requirements Support Army Aviation acquisition efforts, through research and analysis, to obtain requested Technical Data and software at the necessary level of data rights to carry out fully organic sustainment of the weapon system over the lifecycle of the program Support the assessment of Data Rights assertions associated with the technical Data Package to identify areas of risk to the program Support the development of briefings at the Division Chief and Project Manager level Conduct research and analysis of CDRL deliverables based on the IP and Data Rights. Provide analysis to decisionmakers on those CDRLS Support Working Groups (WG) as required covering IP Data Rights Research Government Use Cases and IP Data Right Assertions Support the development of a repository on IP and Data Rights Assertions during weapon system development Develop/support development of individual product intellectual property strategies and ensure that the strategies secure the product data and the Government's rights in data as well as support the system's acquisitions and sustainment strategies Coordinate management activities to include management of intellectual property rights, ensuring data visibility, access and use of technical data. Review and coordinate configuration control activities to ensure change management is assessed, authorized, and implemented Review and provide assessments of Government furnished information for appropriate an accurate markings as well as aid in resolving any markings issues prior to being released Required Skills & Experience Clearance Required: Secret Bachelor's degree plus 8 years of experience working intellectual property analysis, to include 3+ years of experience working and conducting Data rights assessments Degree substitution: 11 years of related experience in lieu of a degree Familiarity with laws and policies covering Data Rights, including the appropriate FARS and DFARS clauses, Army Directive 2018-26, 10 USC 2320, DODI 5230.44, and 5010.44; and a willingness to expand on that knowledge Experience working Intellectual Property and Data Rights assertions in a government acquisitions office. Knowledge of US Army Staffing process and procedures. Desired Skills & Experience IP/Data Rights experience in PEO Aviation Application Deadline: 10/6/2025 #cjpost #LI-ONSITE The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $60,800-$101,400 USD At SMX, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. SMX is an Equal Opportunity employer including disabilities and veterans. Selected applicant may be subject to a background investigation and/or education verification. SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
Posted 2 weeks ago
Beta TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The CAD Standards & Data Management Technician will be a member of the PLM Group at BETA Technologies. The successful candidate will have a good basis in CAD Design Methods and Best Practices, and will join the team ready and committed to improve and expand those skills while supporting Catia and Solidworks for the Engineering Teams. The candidate will work directly with CAD Methods Engineers, and other PLM Group members on a daily basis to collaborate on, assist, and review engineering processes & tools for use in BETA Engineering Product Development and Production Operations. The candidate will work closely with Product Development, Production, and Service Engineers within BETA in order to help champion and promote; development of robust engineering design and analysis methods. How you will contribute to revolutionizing electric aviation: Assist in development of and champion robust adoption of Product CAD and Data Management best practices. Assist in establishing and help to maintain CAD Standards including but not limited to 3D Modeling, Drafting, Materials & Mass. Curate and Support the Beta Standard Parts and Materials Libraries. Evaluate and drive material and hardware commonality and re-use. Create innovative methods to realize "user" initiatives and improve user experience. Manage the creation, validation, and distribution of Technical Data Packages to partners, vendors, and regulators. Help to troubleshoot and resolve issues with derived data exports and identified internally and with partners. Training and support of Product Development and Manufacturing Engineers in CAD Standards, Templates and Methods. Work with and in support of engineers across departments to uncover knowledge gaps in CAD and PLM methods, and proactively seek to leverage unused software functions to improve existing process inefficiencies. Minimum Qualifications: 3+ years of experience using and supporting CATIA CAD software in an enterprise product development environment. 3+ years of experience in Aerospace or Automotive, Transport or other complex mechanical product development and manufacturing industry preferred. Strong underlying practical knowledge of engineering design and analysis disciplines and practices. Strong problem solving and root cause corrective action investigation background. Support & Troubleshooting mindset. Eager to learn and develop new skills in 3DExperience & CATIA. $80,000 - $100,000 a year The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.
Posted 30+ days ago
Sands Of KahanaLas Vegas, NV
Apply Description About Terra West Management Services At Terra West, we don't just manage communities-we help them thrive. With over 40 years of expertise in community association management, we partner with HOA Boards to deliver excellence in operations, compliance, and community care. Our culture is rooted in respect, collaboration, and a relentless commitment to service. We believe people come first-our clients, our residents, and our team. Our Core Focus We exist to empower community leaders and enrich neighborhoods to Inspire Community by providing proactive guidance, professional management, and exceptional customer service. Every action we take is aimed at fostering vibrant, well-run communities where people feel heard, supported, and proud to live. Our Core Values- We I.N.S.P.I.R.E. Excellence Integrity- We do what's right, even when no one is looking. Nurture- We invest in people, relationships, and growth. Service- We exceed expectations with every interaction. Passion- We bring energy and purpose to all we do. Innovation- We embrace change and lead with forward-thinking solutions. Resilience- We stay strong, adaptable, and solution-focused in every challenge. Empathy- We listen, understand, and lead with compassion. At Terra West, you're not just taking a job-you're joining a values-driven team that's redefining excellence in community management. The Associate Director is responsible for the supervision of staff, working directly with the Director of Community Management, Association Boards and Committees of the assigned communities in accordance with the Governing Documents of these Associations and the policies of Terra West Management Services. This position will serve as the direct management entity for an assigned community or portfolio of assigned properties. Essential Functions: Monitor Community Management staff to ensure that performance "deliverables" are provided in a timely manner and staff work is completed in conformance with departmental policies and procedures. Review staffs' work weekly to maintain quality standards. Act as Advisor to the Director of Community Management. Act as Community Manager when current Community Managers are out sick or on leave. Train and counsel employees. Recommend termination, promotion, salary adjustments and bonuses to Director of Community Management. Review leave requests to ensure adequate coverage for office/clients during absence. Complete annual employee evaluations in a timely manner and recommend salary adjustments if any. Discuss draft of employee evaluation with Director of Community Management and obtain his/her approval prior to meeting with employee. Similarly, ensure that all new employees receive performance feedback at the end of their orientation/training period. Assist employees in developing client budgets. Review for completeness and accuracy. Manage portfolio of assigned properties in accordance with NRS 116 and all Federal, State, and local laws. Attend Board meetings, take minutes and maintain action lists; provide to board within required timeframe following that meeting. Assist/accompany new/ Provisional Managers for Board meetings. Ensure all Managers complete minutes within the required timeframe. Provide board packets to board members in advance of board meetings within the required timeframe. Ensure Managers are also meeting these standards. Take calls from members of the Board of Directors and the community. Resolve issues and handle all escalated calls from communities within a timely manner. Ensure timely return of management contracts, Accounts Payable, and timely return of legal acknowledgements and tenders. Monitor the Office's compliance with NRS 116 and all Federal, State, and local laws, as well as the communities' Governing Documents. Keep informed and make Board Members aware of NRS 116 and all Federal, State and Local legislation, as well as their Association's Governing Documents. Ensure property inspections are performed per contracts and non-compliance policy followed per board for the properties managed by the Senior Community Manager and all licensed Managers assigned to his/her team. Protect organization's value by keeping information confidential. Develop and improve client relations by attending board of director meetings, industry events, company-sponsored board workshops, and new account meetings and presentations, etc. Core Competencies: To perform the job successfully, an individual should demonstrate the following competencies to perform the essential duties and responsibilities of this position: Organizing and prioritizing Attention to detail and accuracy Maintain confidentiality and exercise good judgment Working with each Manager equally - spending adequate time with each Community Manager to ensure quality standards Problem-solving skills Excellent communications skills, both written and verbal Requirements Minimum Qualifications: Minimum five years' experience as Manager of multiple community associations. Supervising Community Association Manager (SUPR) license required. Must possess vehicle with insurance and valid registration. Valid driver's license. ADA Requirements: See and read small print, both on paper and on a computer screen, quickly and accurately. Sit for extended periods of time while working at a computer. Hear and speak clearly on the telephone and in person.
Posted 30+ days ago
Elite Sports ClubsGlendale, WI
Dive into the world of health club management with Elite Sports Clubs! Our Health Club Management Internship offers an exciting opportunity for students pursuing degrees in business administration, sports management, recreation, or related fields to gain valuable hands-on experience in a dynamic and fast-paced fitness environment. Responsibilities: Shadow and assist the General Manager, department directors, and Assistant General Managers in overseeing day-to-day operations of the health club, including facility maintenance, member services, and staff management. Learn about budgeting, financial analysis, and revenue management by assisting with financial reporting, budget planning, and membership sales analysis. Gain experience in human resources management by assisting with staff recruitment, training, scheduling, and performance evaluations. Assist with marketing and promotional activities to attract new members and retain existing members, including social media campaigns, events, and outreach efforts. Learn about health and safety regulations, risk management, and emergency procedures by participating in safety inspections, training sessions, and drills. Collaborate with department heads and staff members to ensure a positive and welcoming environment for members and guests. Qualifications: Currently enrolled in a college or university program, preferably with a focus on business administration, sports management, recreation, or related fields. Strong interest in fitness, health, and wellness, with a desire to pursue a career in health club management or related fields. Excellent communication and interpersonal skills, with the ability to interact professionally with staff, members, and guests. Detail-oriented with strong organizational and time management skills, able to prioritize tasks and meet deadlines. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and familiarity with social media platforms. Ability to work independently and as part of a team, with a positive attitude and willingness to learn. Benefits: Hands-on experience in health club operations, management, and leadership. Mentorship from experienced health club managers and industry professionals. Opportunity to develop valuable skills in leadership, communication, marketing, and customer service. Networking opportunities with peers, colleagues, and industry professionals. Hourly pay for time worked. Free membership during the internship period. Fulfill credit requirements by working with your program of study. Letter of recommendation upon successful completion of the internship. If you're a driven and enthusiastic college student eager to kick-start your career in health club management, apply now for our Health Club Management Internship at Elite Sports Clubs! We're committed to helping you thrive and succeed in the fitness industry! Powered by JazzHR
Posted 30+ days ago
BoeingHazelwood, Missouri
Experienced Product Data Management Engineer (Configuration & Data Management) Company: The Boeing Company Boeing Defense, Space & Security (BDS) is seeking an Experienced Product Data Management Engineer (Configuration & Data Management) (Level 3) to support the Systems Engineering Integration & Test (SEIT) Team in Hazelwood, MO . The successful candidate will be responsible for leading the implementation of overall configuration/Data Management processes as well as developing, establishing and executing the CM/DM processes within the DEE. Position Responsibilities Coordinates across the program to assure that CM/DM responsibilities are understood and deliveries are achieved in accordance with program requirements. Leads the development of new and innovative methods and technologies, for change management. Support the change process so that only approved and validated changes are incorporated into product documents and related hardware/software. Prepares configuration management documentation, e.g. CCB meeting/agenda/ minutes. Develops new and innovative approaches aligned with industry best practices for Identification management. Controlling/preparing baselines and preparing material for distribution and release. Responsible for defining and managing the configuration status accounting (CSA) activity. Tracks all problems and changes in product documents and hardware/software and reports changes and current configuration. Ensures proper archiving and audibility of product releases. Managing input and retrieval of data in the configuration management repository. Interfaces with Supplier management to assure CM/DM Supplier Statement of Work (SSOW) and Supplier Data Requirements List (SDRL) requirements are properly flowed to Suppliers. Collaborate with teams in the development, analysis, management and compliance verification of process and product baselines of complex products. Defines, plans, coordinates and conducts product and subsystem level technical design reviews and audits for new and derivative products. Analyzes complex product trades and/or changes and develops technically complete change proposals. Contributes to the development and implementation of Configuration and Data Management standards, processes and tools. Defines and allocates Configuration and Data Management requirements for product hardware, software and engineering design data systems throughout the product lifecycle. Coordinates the integration of product elements and analyzes & resolves issues with engineering product structure. Develops, integrates and implements engineering technical program plans including impacts, risks and incorporation of lessons learned spanning multiple engineering functions. Works under general direction. This position is expected to be 100% onsite. The selected candidate will be required to work onsite. Travel may be required up to 10% of the time; Domestically and/or internationally depending on business needs. This position requires an active U.S. Secret Security Clearance (U.S. Citizenship Required. (A U.S. Security Clearance that has been active in the past 24 months is considered active) This position requires ability to obtain program access, for which the U.S. Government requires U.S. Citizenship only. This position is contingent upon program award. Basic Qualifications (Required Skills/Experience) Bachelor of Science degree from an accredited course of study in engineering, engineering technology (includes manufacturing engineering technology), chemistry, physics, mathematics, data science, or computer science 5+ years related work experience or an equivalent combination of technical education and experience Proficient in Product Data Management (PDM) and Bill of Materials(BOM) systems. Preferred Qualifications (Desired Skills/Experience) Demonstrated interest in personal learning and development as well as process improvement. Ability to accomplish tasks through formal channels and informal networks; an understanding of the cultures of organizations and ability to apply this information in a way that strengthens the organization's strategic plan and profitability. Attention to detail. Excellent spoken and written communication across organizations. Experience with Dassault MSOSA, Siemens TeamCenter, Siemens NX, Siemens OpCenter, and SAP S/4HANA Use of scripting to collect data Typical Education & Experience Education/experience typically acquired through advanced technical education from an accredited course of study in engineering, engineering technology (includes manufacturing engineering technology), computer science, engineering data science, mathematics, physics or chemistry (e.g. Bachelor) and typically 5 or more years' related work experience or an equivalent combination of technical education and experience or non-US equivalent qualifications. In the USA, ABET accreditation is the preferred, although not required, accreditation standard. Drug Free Workplace Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. Total Rewards At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary pay range: $90,100 – $121,900 Language Requirements: Not Applicable Education: Bachelor's Degree or Equivalent Relocation: This position offers relocation based on candidate eligibility. Export Control Requirement: This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position requires an active U.S. Secret Security Clearance (U.S. Citizenship Required). (A U.S. Security Clearance that has been active in the past 24 months is considered active) This position requires ability to obtain program access, for which the U.S. Government requires U.S. Citizenship only. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program This position is not contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E – Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)
Posted 1 week ago
BETA TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The CAD Standards & Data Management Technician will be a member of the PLM Group at BETA Technologies. The successful candidate will have a good basis in CAD Design Methods and Best Practices, and will join the team ready and committed to improve and expand those skills while supporting Catia and Solidworks for the Engineering Teams. The candidate will work directly with CAD Methods Engineers, and other PLM Group members on a daily basis to collaborate on, assist, and review engineering processes & tools for use in BETA Engineering Product Development and Production Operations. The candidate will work closely with Product Development, Production, and Service Engineers within BETA in order to help champion and promote; development of robust engineering design and analysis methods. How you will contribute to revolutionizing electric aviation: Assist in development of and champion robust adoption of Product CAD and Data Management best practices. Assist in establishing and help to maintain CAD Standards including but not limited to 3D Modeling, Drafting, Materials & Mass. Curate and Support the Beta Standard Parts and Materials Libraries. Evaluate and drive material and hardware commonality and re-use. Create innovative methods to realize “user” initiatives and improve user experience. Manage the creation, validation, and distribution of Technical Data Packages to partners, vendors, and regulators. Help to troubleshoot and resolve issues with derived data exports and identified internally and with partners. Training and support of Product Development and Manufacturing Engineers in CAD Standards, Templates and Methods. Work with and in support of engineers across departments to uncover knowledge gaps in CAD and PLM methods, and proactively seek to leverage unused software functions to improve existing process inefficiencies. Minimum Qualifications: 3+ years of experience using and supporting CATIA CAD software in an enterprise product development environment. 3+ years of experience in Aerospace or Automotive, Transport or other complex mechanical product development and manufacturing industry preferred. Strong underlying practical knowledge of engineering design and analysis disciplines and practices. Strong problem solving and root cause corrective action investigation background. Support & Troubleshooting mindset. Eager to learn and develop new skills in 3DExperience & CATIA. The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.
Posted 30+ days ago
Morgan StanleySan Francisco, CA
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Posted 2 weeks ago
Senior Director, Asset Management Compensation - SLC Management
Sun Life Assurance Company of CanadaWellesley, Massachusetts
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Job Description
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Senior Director, Asset Management Compensation- SLC Management
What is in it for you:
We are seeking a highly analytical and strategic Senior Director, Asset Management Compensation to join our dynamic team. This is a high-visibility role responsible for managing special, enterprise-wide compensation projects across the SLC platform. The ideal candidate will be an expert in financial modeling and data analytics, with a proven ability to translate complex information into compelling, executive-ready presentations for senior leadership and the Board of Directors.
Partners across HR functions, with our Sun Life and SLC business partners and external vendors, to develop, implement and administer innovative, business-oriented solutions with measurable outcomes that optimize our financial investment and deliver a modern, compelling, and integrated rewards experience for each employee at moments that matter. Stays current in external trends, including technology and analytics/ measurement advances and industry trends.
What you will do:
- Champions SLC’s compensation philosophy and partners across HR and the business to ensure compensation programs are designed and delivered in alignment with business and HR objectives.
- Manage special enterprise-wide compensation projects across the SLC investment management platform, from conception through implementation.
- Build strong relationships with HR Business Partners and Business Leaders. Provides consultation and partnership to identify needs and priorities. This may include conducting market research, internal analysis, establishing design principles, building design alternatives, outlining implications through modeling, determining employee and cost impacts, and creating communication and transition plans.
- Own the preparation and delivery of quarter-end and annual board deliverables, ensuring all materials are accurate, insightful, and professionally presented.
- Design and create compelling, executive-ready presentations for the CHRO, CEO, and Compensation Committee, clearly articulating findings and strategic recommendations.
- Develop and maintain sophisticated compensation models using advanced Excel techniques. Conduct deep-dive analytics on compensation trends, market data, and program effectiveness to provide data-driven recommendations.
- Operational Analytics & Reporting: Delivers analysis and reporting that consistently identifies actionable opportunities to drive incremental efficiency and/or growth for our business partners
- Influences strategic decision making and initiative prioritization through analysis-based recommendations.
- Business Intelligence & Data: Takes data from its raw form and makes it actionable through self-service datasets, reports, and visualizations. Shortens the time and effort from data —> insight —> decision
- Provides support for SLC compensation related deliverables such as the annual compensation cycle, market benchmarking, salary and incentive structure design, compensation recommendations, job evaluation etc.
- Monitors external developments and trends impacting employee reward programs and proactively identifies strategies and tactics to respond.
- Works collaboratively with HR and Communications teams to develop and implement effective communication and change management plans to enhance the employee experience and perceived value of our programs.
What you will need to succeed:
- Bachelor’s degree and 8 to 10 years of relevant experience required. CCP or CBP designation preferred.
- Strong knowledge of compensation practices and theory including experience in incentive program design. Solid knowledge and understanding of HR programs and connections.
- Excellent interpersonal and consulting skills. Proven ability to build effective partnerships within HR and with business leaders in order to effectively collaborate and recommend compensation solutions that solve business problems.
- Strong communication including the ability to effectively communicate complex concepts in simple terms to various audiences.
- Strong project management and planning skills, including the ability to lead, plan, organize and resource complex assignments.
- Advanced Excel skills and spreadsheet analysis. Strong Power Point skills with the ability to build audience-specific presentations.
- Exceptional analytical, problem solving and financial modeling skills, with an eye for detail and accuracy
- Knowledge of data visualization tools such as Tableau or Power BI is a plus but not required.
- Ability to organize and accomplish objectives independently and proactively.
- Ability to deal with ambiguity and develop a course of action.
Mindset
- Innovative- Passion to challenge the status quo, find new solutions and drive out-of-the-box ideas. Encourages an experimental mindset to drive innovation.
- Exemplifies Agile Scrum Culture- Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust. Empowers others to fail, learn, and grow.
- Data-Driven Decision Making – Embraces a culture of using data to inform decisions and strategies, leveraging advanced analytics and visualization tools to extract meaningful insights.
- Continuous Improvement Orientation– Constantly assessing ‘What’ work we deliver and ‘How’ we are delivering the work by asking questions ‘Are we working on the right priorities?’ ‘Do we need to do this work?’, ‘Could we do this work more effectively (using different processes & tools, in a shorter timeframe, etc.)
For US applicants the base salary range is $168.2k - $252.3k USD.
For Canadian applicants the base salary range is $123.1 - $172.3 CAD
Why SLC Management?
- Opportunity to work for a growing global institutional asset manager
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
- Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
- A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
- The opportunity to move along a variety of career paths with amazing networking potential
- Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
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