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Morgan Stanley logo
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

T logo
Two95 International Inc.Alpharetta, GA
Job Title: Warehouse Management System Specialist Location: Alpharetta, GA (REMOTE) Job Type : Contract Rate: $Open/hr. Requirements Job Description The Warehouse Management Developer will provide overall SQL support for an in-house reporting/visibility tool that documents data from multiple databases. Work closely with business teams, analyze & understand the reporting requirements, build SQLs in Oracle/SQL Server and collaborate with the Business Intelligence team to develop reports Responsible to coordinate User acceptance of the Business Intelligence tool by supporting User Acceptance and Delivery phase of the project. Will also keep the key stakeholders informed on the progress of the development Skills Direct work experience and knowledge of Warehouse Management Systems Understanding of Softeon WMS processes – Including Inbound, warehouse mgmt., pick/pack, and inventory mgmt. outbound processes Build SQL queries in Oracle/SQL Server and collaborate with the Business Intelligence team to develop reports. Build SQL queries to get specific sets of data pulled and provide data for reporting purposes Understanding of Softeon WMS processes is a plus Excellent analytical and problem-solving skills Ability to work independently Strong organizational and time management skills Excellent communication and critical analysis skills Benefits Note: If interested please send your updated resume to joseph.prabakar@two95intl.com and include your salary requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest! ­

Posted 30+ days ago

Itron, Inc. logo
Itron, Inc.Liberty Lake, WA
Itron is innovating new ways for utilities and cities to manage energy and water. We create a more resourceful world to protect essential resources for today and tomorrow. Join us. Join us in shaping the future of grid management as we accelerate the growth of Itron's Grid Edge Solutions, powered by Distributed Intelligence. Itron is seeking a Director of Product Management - Grid Management to join our team. In this influential leadership role, you'll guide the strategy and growth of our Grid Management portfolio, helping utilities optimize distribution network capacity, integrate distributed energy resources, and enhance grid reliability and planning. You'll work closely with senior leaders across Sales, R&D, Marketing, and Service Delivery, while engaging directly with customers and partners to deliver meaningful outcomes and position Itron as a trusted industry leader. Duties and Responsibilities: Lead growth and profitability for the Grid Management services line, including outage management, grid reliability, failure analysis, power quality, and planning-leveraging Itron's differentiated Distributed Intelligence technology. Own strategy, product management, and product marketing deliverables across global product lines. Define and execute line-of-business strategy, market segmentation, competitive analysis, business cases, and product roadmaps. Drive product portfolio adoption by identifying customer opportunities, aligning go-to-market strategies, and collaborating with Sales and Marketing to close bookings. Guide technology trade-off decisions through PLC and NPI processes, ensuring product margin and customer satisfaction. Deliver training and enablement for internal and external stakeholders. Resolve cross-functional priorities to achieve optimal outcomes. Research market trends and best practices to shape strategic positioning and develop compelling collateral. Represent Itron at industry events, conferences, and trade shows. Partner with Sales Enablement and Product teams to understand customer challenges and deliver outcome-inspired solutions. Support partner strategy development and execution in collaboration with Product Management and Sales. Make strategic decisions on product roadmap, pricing, messaging, and positioning. Forecast business performance and manage commercial risks. Guide application platform strategy, partnerships, and execution. Coach and mentor a team of five direct reports, fostering growth and collaboration. Navigate trade-offs, escalations, and problem resolution with confidence and empathy. Required Skills & Experience: 12+ years of experience in product management, strategic planning, or business development, ideally within the utility or energy sector. Master's degree or equivalent experience. Recognized expert in Product Management, with a track record of leading cross-functional teams through complexity and change. Strong blend of technical, business, and market expertise-especially in utility distribution planning, engineering, and operations. Familiarity with ADMS, OMS, GIS, and related OT systems. Experience in consultative solution selling and utility business case modeling. Analytical thinker with a systems mindset and ability to connect regulatory, technical, and business perspectives. Clear and adaptable communicator, comfortable engaging both technical and executive audiences. Self-starter with a collaborative spirit, organized and motivated to grow new lines of business. Skilled in risk management and strategic decision-making. Proven ability to align diverse stakeholders, including C-level executives. Proficiency in Microsoft Excel, PowerPoint, and Word. MBA or equivalent experience preferred; background in top-tier consulting a plus. Deep understanding of smart grid, IoT trends, and utility/city business models. Demonstrated success in incubating new business models and navigating go-to-market challenges. Preferred Skills & Experience: Proven leadership in product strategy and execution for grid management or utility-focused technologies. Expertise in DER integration, outage management, and distribution planning. Experience with Distributed Intelligence platforms and their utility applications. Strong background in PLC/NPI processes and margin optimization. Ability to drive alignment across Sales, R&D, Marketing, and Service Delivery. Skilled in strategic positioning, business case development, and GTM strategy. Comfortable engaging stakeholders at all levels, including customers, partners, and executives. Experience mentoring product teams and resolving cross-departmental priorities. Strong presentation skills and industry presence. Ability to guide through ambiguity and adapt strategies in fast-changing environments. Experience in business incubation and operational strategy development. Travel Requirement: 30%+ This position also includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more! This position is eligible for our annual bonus program. This position is eligible for our annual equity grant program. The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience and may vary by location. The base salary range is $150,000 - $336,000 annually. #LI-BJ1 Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for! The successful candidate's starting wage will be determined based on permissible, non-discriminatory factors such as skills and experience. Itron is proud to be an Equal Opportunity Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email Accessibility@itron.com. Itron is transforming how the world manages energy, water and city services. Our trusted intelligent infrastructure solutions help utilities and cities improve efficiency, build resilience and deliver safe, reliable and affordable service. With edge intelligence, we connect people, data insights and devices so communities can better manage the essential resources they rely on to live. Join us as we create a more resourceful world: www.itron.com

Posted 30+ days ago

Next Street logo
Next StreetNew York, NY
Note: Contractors are expected to work remote but must be able to accommodate EST working hours. This is a rolling application - we have changing project needs and contractors needs, and excited to work with you should your expertise and our needs align. Why Contract at Next Street? As a contractor, you will play a critical role in supporting the project team and ensuring the successful execution of projects. At Next Street, we are invested in supporting individuals, like yourself, that are joining us in our mission by committing ourselves to the following: Clear and Timely Communication - we will provide detailed and specific information about project expectations, timelines, and deliverables so that you understand your role and responsibilities. Access to Resources - we operate in a unique space and will offer you the resources, such as tools, software, or training, you need to perform your work. Timely Payments - we understand that late or inconsistent payments can create financial strain for you so we will do our best to ensure prompt and accurate payment for services rendered. Clear Contracting Agreements - all our Contractors have clear agreements in place that outlines the scope of work, payment terms and other essential details. Join us and you will get to work on projects that solve some of the most complex economic and community development challenges in the country. Your work will consist of… Provide Guidance and Expertise: Offer expert advice and guidance on project management best practices, methodologies, and tools. Utilize your subject matter expertise to address project-related challenges and provide innovative solutions. Collaborate with the project lead and team members to develop strategies for project execution and delivery. Meeting Attendance: Regularly attend project meetings as requested by the project lead or team members. Actively participate in discussions, provide updates on assigned tasks, and contribute to decision-making processes during meetings. Ensure punctuality and preparedness for all scheduled meetings and appointments. Task Delivery: Execute assigned tasks and action items in a timely and efficient manner. Take ownership of deliverables and ensure that they meet quality standards and project requirements. Communicate progress, challenges, and potential roadblocks to the project lead and team members as needed. Responsiveness: Maintain open and transparent communication channels with the project lead and team members. Be responsive and available during agreed-upon working hours to address inquiries, requests, and project-related issues promptly. Demonstrate flexibility and adaptability to accommodate changes in project priorities or timelines as necessary. Additional Expectations: Foster a collaborative and supportive work environment by building positive relationships with team members and stakeholders. Demonstrate a proactive and problem-solving mindset, anticipating potential issues and taking proactive measures to mitigate risks. Adhere to policies, procedures, and ethical standards at all times, maintaining confidentiality and professionalism in all interactions. Qualifications: Proven experience in industry/sector areas Project management experience, with a track record of successful project delivery and stakeholder management, is a plus. Strong communication, collaboration, and interpersonal skills, with the ability to effectively engage and influence diverse stakeholders. Note: This job description outlines the key responsibilities and qualifications expected of a general contractor. However, specific duties and requirements may vary depending on the nature and scope of the project.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyPurchase, NY
Morgan Stanley Wealth Management is seeking a highly motivated individual in the Associate or Assistant Vice President job bands to join the Regulatory Change Management team. This role will provide strategic and operational support to the Head of Regulatory Change Management, enabling effective oversight of regulatory initiatives and efficient management of team priorities. The successful candidate will serve as a trusted partner to leadership, coordinating business management activities, monitoring project execution, and ensuring alignment with regulatory, operational, and business objectives. This position offers a unique opportunity to gain exposure via a small and collegial team environment . The team handles high-impact initiatives, works with senior stakeholders, and strategic decision-making within Wealth Management. This role will have ongoing interaction with senior members from WM Client Segments, WM Platforms, Investment Solutions, Technology, Legal, Risk, and Compliance. Key Responsibilities: Support the Head of Regulatory Change Management in managing day-to-day operations, strategic priorities, and cross-functional initiatives. Track, monitor, and report on the status of regulatory change projects, ensuring timely execution and risk mitigation. Coordinate with stakeholders to assess regulatory impacts and support development of change management strategies. Prepare executive-level materials, including presentations, dashboards, and status updates for senior management and governance forums. Manage leadership meeting agendas, action items, and follow-ups to drive accountability and progress. Support resource planning, budget tracking, and other business management functions. Maintain comprehensive documentation of regulatory changes, ensuring clarity, accuracy, and accessibility. Identify opportunities to enhance processes, reporting, and operational efficiency. Assist with risk assessments and help implement mitigation plans for regulatory initiatives. Foster collaboration and a culture of continuous improvement across the team and stakeholder groups. Qualifications: Bachelor's degree in Business, Finance, or a related field. Self-starter with a high degree of professionalism, discretion, and attention to detail. Strong desire to learn new skills Minimum 3 years of experience in a mix of project management, product management, business operations or regulatory response management within the financial services industry. Strong understanding of Wealth Management industry required and some familiarity with the relevant regulatory frameworks preferred Proven track record of managing multiple priorities and delivering high-quality outcomes under tight deadlines. Exceptional communication skills, both verbal and written, with the ability to tailor messaging for senior audiences. Strong analytical, problem-solving, and organizational abilities. High proficiency in Microsoft Office Suite, with advanced skills in PowerPoint and Excel. 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 57,000 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

Ivy Tech Community College logo
Ivy Tech Community CollegeIndianapolis, Indiana
Online Adjunct Faculty are hired each semester on an as-needed basis. Online Adjunct Faculty are responsible for creating an online learning environment that assists students in reaching their goals and for providing effective instruction and assessment within the framework of the provided single version primary course. Courses are taught completely online in primarily 8-week (rarely 16-week) format. In compliance with the College’s Out of State Workers Policy, only candidates who will reside in and work from the states of Indiana, Illinois, Kentucky, Michigan and Ohio will be considered for this position. Major Responsibilities: Facilitate student learning by delivering assigned classes in accordance with College policy and course objectives. IvyOnline’s minimum expectations for Online Adjunct Faculty are found in the Academic Support and Operations Manual, Policy 7.5.2. Online Adjunct Faculty are also encouraged to review and implement best practices from the online teaching best practices list. Make optimal use of available technology to enhance instructional methods. Supplement and alter, where appropriate, lesson plans, assignments, tests, and materials. Maintain accurate student records, grades, and other requirements. Engage with students proactively and regularly in meaningful and productive ways that impact student learning and lead to a positive experience with Ivy Tech Community College. Demonstrate evidence of developing and implementing teaching strategies focused on engaging online students with their learning. Interact with students and co-workers in a professional and cooperative manner, complying with College policies, guidelines and expectations. Maintain a safe, quality online educational environment. We are looking for a candidate who is committed to an environment where team members feel valued, respected and supported. The ideal candidate will demonstrate a strong commitment to a workplace culture that recognizes and appreciates varied perspectives, backgrounds, and experiences. We are seeking someone who is passionate about creating and maintaining a team dynamic that encourages open communication and mutual respect. This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards. SUPERVISION RECEIVED: Faculty Lead or Assistant Faculty Lead SUPERVISION GIVEN: None Minimum Qualifications: Unofficial transcripts required as part of the application process. Official transcripts required upon hiring. Proficiency with Google Workspace (G Suite) Experience (or willingness to master) the Canvas learning management system Experience with construction surveying and layout including lasers, optical auto levels, theodolites, and total stations. Must have strong working knowledge of current technologies appropriate to area of instruction and meet faculty credentials as outlined in the ASOM 7.1 (see link below) for the specific area(s) of instruction. A candidate follows the credential standards for this course: Possesses a Department of Labor, Bureau for Apprenticeship Training recognized journeyman’s card in the discipline directly related to credentials, certifications, and competencies listed in the Curriculum of Record (COR), and in journeyman status for two years or more with experience that is specifically linked to the competencies listed in the Curriculum of Record (COR), and Possesses any specialized certifications required for the class being taught as indicated in the Curriculum of Record (COR); or Possesses any specialized certifications or credentials required for the class being taught as indicated in the Curriculum of Record (COR), and 5 years directly related work experience in the field that is specifically linked to the competencies listed in the Curriculum of Record (COR); or Possesses a current Workplace Specialist License, Technology Education License (Technology and Engineering Education, Engineering and Technology Education), or CTE: Trade & Industrial Engineer or Manufacturing License granted by the Indiana Department of Education appropriate to course objectives and directly linked to credentials, certifications, and competencies listed in the Curriculum of Record (COR), and Possesses any specialized certifications required for the class being taught as indicated in the Curriculum of Record (COR). Preferred Qualifications: Previous Online Teaching Experience Other Requirements: Selected candidate for employment will be subject to pre-employment background checks, including criminal history check, and any offer of employment will be contingent upon that outcome. Ivy Tech Community College is an accredited, equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College’s Title IX Coordinator or to the US Department of Education Office of Civil Rights.

Posted 1 week ago

BETA Technologies logo
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 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. 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 Stanley logo
Morgan StanleyPurchase, New York
WM Platforms Portfolio Management LeadCompany 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 OverviewAs 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 1 day ago

Sonoco logo
SonocoHartsville, South Carolina
From a small family business to a multi-billion-dollar global company, Sonoco has been changing the face of products and packaging since 1899 — all while keeping the heart of “People Build Businesses” alive. Our talented people are at the core of our growth, constantly reinventing the Sonoco wheel with brilliant solutions every year. Today we are a world leader in global packaging solutions with diversified operations in over 34 countries. We're extremely proud of our portfolio of brands, our achievements in sustainability and industrialization and the groundbreaking work accomplished by our people. We are seeking a motivated and detail-oriented intern to join our IT team, supporting initiatives in Product Lifecycle Management (PLM) and Supply Chain Management (SCM). This internship offers hands-on experience with enterprise systems, process optimization, and cross functional collaboration across engineering, operations, and IT. Key Responsibilities: Assist in optimizing PLM and SCM systems (Agile, Oracle Fusion, Logility, SAP IBP) Support data migration, cleansing, and validation activities for product and supply chain master data. Document business processes, system workflows, and user requirements. Participate in stakeholder meetings to gather feedback and translate it into actionable system enhancements. Help troubleshoot system issues and support end-user training and documentation. Analyze supply chain data to identify trends and opportunities for process improvement. Collaborate with cross-functional teams, including Engineering, Procurement, Manufacturing, and IT Qualifications: Currently pursuing a Bachelor's or Master’s degree in Information Systems, Computer Science, Supply Chain Management, Engineering, or a related field. Strong analytical and problem-solving skills. Familiarity with enterprise systems (PLM, ERP, SCM tools) is a plus. Proficiency in Excel, PowerPoint, and fundamental data analysis tools. Excellent communication and organizational skills. Ability to work independently and in a team-oriented environment. Preferred Skills: Exposure to tools like SAP, Oracle SCM, Agile PLM. Basic understanding of product lifecycle stages and supply chain operations. Experience with SQL, Python, or data visualization tools (e.g., Power BI) is a plus. What You'll Gain Real-world experience in enterprise IT systems and supply chain processes. Mentorship from experienced professionals in business systems and operations. Opportunity to contribute to impactful projects that improve business efficiency. Networking opportunities across departments and leadership. At Sonoco Products Company, we offer a comprehensive total rewards package, including competitive pay and benefits. *Benefits listed below are for employees located in the U.S. Specific benefits and wellbeing programs may vary depending on your location (within the U.S. or global), or if you are a union employee. Benefits Medical, dental, and vision coverage for you and your dependents, including FSA and HSA options 401(k) retirement plan with company match Wellbeing tools and resources to support holistic health, including an Employee Assistance Program with a variety of services Paid time off and holidays to recreate, rejuvenate and care for the health of yourself and family Variety of company paid and voluntary employee-paid insurance plans including life, personal accident, and disability insurance Tuition reimbursement We are an equal opportunity employer, and we strictly prohibit and do not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, national origin or ancestry, sex, pregnancy, sexual orientation, marital status, gender identity or expression, age, disability, genetic information, veteran status, or any legally protected characteristic.

Posted 1 week ago

S logo
SWJ TECHNOLOGY, LLCMontgomery, AL
SWJ Technologie specializes in providing engineering, planning, and project management services across various industries. We are currently seeking a Specialist - Purchasing Management (Project Management) for a client in the automotive industry, specializing in vehicle manufacturing. This is a direct hire role based in Montgomery, AL that requires onsite presence. If you’re eager to grow your career and make a meaningful impact on exciting projects, we look forward to your application. PURPOSE: Responsible for project management activities relating to support of the Procurement and Purchasing Division in an automotive manufacturing environment. RESPONSIBILITIES: Track, measure, and report to ensure timeliness of the vehicle development project status from concept phase through mass production. Manage development schedule roadmap, including milestone planning. Communicate deliverables to cross functional teams to align goals and development schedules. Participate in development reviews and log risks, issues, and contingency plans. Track investment cost, part supply, and quality issues throughout development cycle. Create project and development status report. Maintain up-to-date development part list information database. Explore available methodologies and implement best practices related to project management. Schedule and coordinate 5-star audit process. Analyze 3M quality claim information and in-plant quality issues tailored to the Purchasing Division. Review vehicle short and midterm volume target and lead feasibility study. Collect and evaluate SUB KD and high-risk part inventory status. Support purchasing management team data request gathering, summary, and reporting as needed. Administer, coordinate, and comply with all Business Management System (BMS), Environmental Management System (EMS), and Safety Management System (SMS) requirements. Meet all other requirements as assigned. QUALIFICATIONS: Bachelor’s degree or equivalent preferred 0 – 10 years job related experience preferred REQUIRED SKILLS: MS Excel, PowerPoint, Word SAP preferred Excellent project management and interpersonal skills Proficient knowledge about automotive component supply chain quality control and manufacturing processes Excellent oral and written communication skills PHYSICAL REQUIREMENTS: Work is normally performed in an office, laboratory, manufacturing floor, or machine shop setting where physical work includes, but is not limited to sitting, standing, reaching, kneeling, bending, and lifting up to 25 lbs. Must be able to understand and comply with all relevant safety practices. FLSA STATUS/WORKING SCHEDULE : Location: Montgomery, AL Schedule: Day shift, 40h/w Overtime: if needed Travel: Position may require occasional travel (domestic or foreign) Assignment Start: ASAP DISCLAIMER: This job description is a high-level overview of general expectations of this position. It is not intended to list every responsibility of the position, nor does it represent an employment contract of any kind. SWJ TECHNOLOGY and all of its subsidiaries (i.e., NGE EQUIPMENT and ProjectOne US) are Equal Opportunity Employers and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender, disability status, protected veteran status, or any other characteristic protected by law. Powered by JazzHR

Posted 30+ days ago

Sun Life logo
Sun LifeWellesley, 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 5 days ago

Utica National Insurance Group logo
Utica National Insurance GroupDuluth, GA
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

Franklin Resources logo
Franklin ResourcesBoston, MA
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! The Franklin Templeton US Product & Specialty Sales team is seeking an exceptional candidate to join the team as a Product Management Associate. This solution-oriented individual will contribute to the growth of Franklin Templeton's US product lineup by contributing to a broad set of activities across Sales, Product and other various teams across Franklin Templeton. What is the Product Management Associate responsible for? This individual will partner across US Distribution and the firm's investment managers as well as legal, marketing, compliance, operations and other key business support functions to support the development, management, and operation of the products sold in the US. Primary responsibilities include assessing product and capability gaps and providing industry and competitor research to help deliver on the product management roadmap. This role involves collaborating across the organization to ensure the products are in line with customer needs, market trends, and the goals of the US business, and will include helping with product positioning, product research and competitive trends, and support of overall product management initiatives to help drive growth. What are the ongoing responsibilities of a Product Management Associate? Product Range Management Support new portfolio launches, changes, and other related portfolio operations and initiatives Oversee product implementation workflow and execution across internal and external stakeholders. Perform other duties as required, including supporting new product development activities and liaising with the transfer agent and recordkeeper. Product Structuring & Pricing Assist in documenting investment strategy, objectives, risk profile, pricing, and product features. With guidance, complete investment committee proposal documentation, including capturing product attributes and key features. With guidance, conduct research to understand the marketplace, competitors, and advisor/client/participant needs to develop effective strategies. Product Positioning & Sales Support Contribute to sales strategy and go-to-market planning of new and existing products Partner with marketing and training on content development, strategy and execution Support drafting presentations and training materials for an internal audience. What ideal qualifications, skills and experience would help someone to be successful? Bachelor's Degree required; process towards CFA or CAIA preferred 1-3 years of related experience in asset management Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to address them Experienced in manipulating large data sets using Excel and other programs and creating related polished documentation using PowerPoint, MS Word and Excel Strong demonstrated ability to accurately curate and understand data from Morningstar Direct, SimFund, Lipper and other relevant sources Strong writing, presentation and communication skills, both written and verbal High attention to detail, strong organizational skills and excellent follow-through, including managing multiple projects simultaneously #LI-Hybrid Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $90,000, depending on location and level of relevant experience, plus discretionary bonus." Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Posted 2 weeks ago

Morgan Stanley logo
Morgan StanleySan Francisco, CA
Job Description 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 Bilingual - Fluency in Mandarin 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. Job Posting Pay Range 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 1 week ago

MassMutual Financial Group logo
MassMutual Financial GroupSpringfield, MA
Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. The Opportunity This position is required to provide subject matter expertise for Market and Credit Risk related applications including Portfolio Asset Liability Management system. Recognized as subject matter expert in business analysis field. Has responsibility for instructing, directing, and checking the work of other Business Analysts. Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements. Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results. Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements. Consider the business implications of the application of technology to the current and future business environment. Act as a team leader for complex projects. The Team You will be joining MassMutual's Investment Management Technology team. Our mission is to build reliable automation solutions for the Quant Research and Development business team. You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience. The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual's Investment Management Unit. This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards. This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams. It requires a deep and broad technology background conducive to that found in a "master application developer" but this is not a development position but will participate and guide technology decisions and best practices. It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain. Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment management industry, asset liability management, and risk management across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Visio, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor's degree 8+ years of experience with designing and implementing complex solutions 5+ years of investment data experience with an understanding of systems and data management 5+ years of experience with investment management systems (from front office to middle office, to back office) 5+ years of data analysis experience working with large data sets and multiple sources of data The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills. Excellent written, oral and presentation skills. Works with minimal oversight and proactively communicates status and risks to project leadership. Ability to work well in a team environment. #LI-RK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Posted 30+ days ago

Sun Life Financial logo
Sun Life FinancialNew York, NY
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 3 weeks ago

Ciconix logo
CiconixFalls Church, Virginia
Description Clinical Nurse, Medical Management/Utilization Management Upcoming program - help shape healthcare for the military! The program supports the Healthcare Operations (HCO) Directorate, including TRICARE Health Plan (THP), Clinical Services, and related staff. It covers services for the management of THP programs, the Military Health System (MHS) health plan, TRICARE purchased health care services, human resources programs, and the operations of the HCO, THP Overseas Program, and the THP Front Office. The goal is to ensure the successful execution of the THP enterprise's missions and functions. Responsibilities: Provide expertise for all aspects of Utilization Management (UM) and Medical Management (MM), Disease Management (DM) and Records Management (RM) for performance of care delivered primarily for the MCSC and the six US Family Health Plan (USFHP) designated providers. At a minimum provide the following subtasks: Conduct overarching planning to support operations and TRICARE policy implementation. Provide advisory input to the government in the areas of MM, DM, RM, and UM, specifically, the authorization process, focused reviews, concurrent and retrospective reviews, and appeals. Collaborate with the Managed Care Support Contractors and USFHP Clinical Quality Management Nurse Consultant to perform clinical assessment site visits for UM/MM. Provides advisory consultative services to the MCSCs and USFHP designated provider facilities regarding the contractor’s UM/MM program plan and activities. Serve as the primary point of contact and liaison to and between the MCSCs, Designated Providers and DHA regarding integration of UM/MM programs that would enhance the services and quality of care to TRICARE beneficiaries. Conduct research, review, and analysis on unforeseen, highly complex issues related to health benefits, cost containment, and the organization of program resources. Participate in and advise DHA/USFHP committees and/or working groups in the development of recommendations for regulations, guidelines, and procedures relating to program and business operations in addition to clinical operations for issues such as optimization of the USFHP facilities or innovative improvement programs. Requirements: Bachelor's degree in Nursing . Masters preferred, or other clinically related Health Service degree. Department of Defense Program Management (PM) experience preferred, minimum 2 years within the last 5 years. Experience in the operations and organization of the Department of Defense Military Health System desired Positions are contingent and will begin upon contract award. About CICONIX: CICONIX LLC is a Veteran Owned Small Business specializing in business advisory and technical assistance for military health programs. We value exceptional people, unwavering integrity, inclusive collaboration, and enduring impact. The Defense Health Agency (DHA) Healthcare Operations oversees the delivery of healthcare services to military personnel, their families, and eligible beneficiaries within the U.S. Department of Defense. This division focuses on improving operational efficiency, streamlining processes, and ensuring high-quality care across military treatment facilities, while supporting readiness and compliance with military health regulations. CICONIX, LLC is an Equal Opportunity Employer, including disability/vets. We E-Verify all employees. #LI-AD1

Posted 3 weeks ago

Franklin Resources logo
Franklin ResourcesStamford, CT
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! The Franklin Templeton US Product & Specialty Sales team is seeking an exceptional candidate to join the team as a Product Management Associate. This solution-oriented individual will contribute to the growth of Franklin Templeton's US product lineup by contributing to a broad set of activities across Sales, Product and other various teams across Franklin Templeton. What is the Product Management Associate responsible for? This individual will partner across US Distribution and the firm's investment managers as well as legal, marketing, compliance, operations and other key business support functions to support the development, management, and operation of the products sold in the US. Primary responsibilities include assessing product and capability gaps and providing industry and competitor research to help deliver on the product management roadmap. This role involves collaborating across the organization to ensure the products are in line with customer needs, market trends, and the goals of the US business, and will include helping with product positioning, product research and competitive trends, and support of overall product management initiatives to help drive growth. What are the ongoing responsibilities of a Product Management Associate? Product Range Management Support new portfolio launches, changes, and other related portfolio operations and initiatives Oversee product implementation workflow and execution across internal and external stakeholders. Perform other duties as required, including supporting new product development activities and liaising with the transfer agent and recordkeeper. Product Structuring & Pricing Assist in documenting investment strategy, objectives, risk profile, pricing, and product features. With guidance, complete investment committee proposal documentation, including capturing product attributes and key features. With guidance, conduct research to understand the marketplace, competitors, and advisor/client/participant needs to develop effective strategies. Product Positioning & Sales Support Contribute to sales strategy and go-to-market planning of new and existing products Partner with marketing and training on content development, strategy and execution Support drafting presentations and training materials for an internal audience. What ideal qualifications, skills and experience would help someone to be successful? Bachelor's Degree required; process towards CFA or CAIA preferred 1-3 years of related experience in asset management Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to address them Experienced in manipulating large data sets using Excel and other programs and creating related polished documentation using PowerPoint, MS Word and Excel Strong demonstrated ability to accurately curate and understand data from Morningstar Direct, SimFund, Lipper and other relevant sources Strong writing, presentation and communication skills, both written and verbal High attention to detail, strong organizational skills and excellent follow-through, including managing multiple projects simultaneously #LI-Hybrid Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $90,000, depending on location and level of relevant experience, plus discretionary bonus." Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Posted 2 weeks ago

Sakon logo
SakonConcord, MA
The Invoice Management team within the Telecom Expense Management (TEM) department plays a critical role in overseeing the end-to-end processing of telecom invoices to ensure accuracy, compliance, and cost efficiency. This team is responsible for the timely receipt, validation, and approval of invoices, including the accurate assignment of cost center and GL codes for seamless payment processing. They proactively identify and resolve billing discrepancies, manage disputes with vendors, and ensure adherence to contractual terms. In addition, the team conducts detailed invoice data analysis to support telecom cost optimization and delivers insightful reporting to aid financial planning and decision-making. Roles and Responsibilities Ensure internal processes, documentation, and checklists are followed and maintained in a timely manner Take complete ownership of multiple wireline TEM activities including: o Invoice processing o Exception Management o Monthly invoice auditing o AP payment file creation and maintenance o Research and reconciliation of past due balances/payments Interact with vendors to obtain invoice copies, payment information, and resolve billing/payment issues Communicate with clients via email and conference calls regarding invoice and payment processes Manage assigned clients for the end-to-end TEM (invoice management) process—from procurement to payment Collaborate with India-based analysts and US-based teams to address vendor/client inquiries Identify opportunities for process improvement and escalate suggestions to management Take responsibility for generating and maintaining weekly/monthly reports Skill and Experience Experience in Telecom Expense Management is a must Excellent written, verbal, and interpersonal communication skills Ability to work independently as well as in a team environment Self-motivated with strong ownership and accountability Strong leadership, team-building, and problem-solving skills 5–7 years of industry experience in a Telecom Domain; working knowledge of Invoice Processing, Exception handling, Accounts Payable and Reconciliation, Bills Payable Familiarity with telecom service providers and billing platforms across the US, Canada, Europe is a plus Proficiency with Microsoft reporting tools and strong, advanced Excel skills Undergraduate degree preferred

Posted 30+ days ago

M logo
MS Smith BarneyPurchase, New York
Morgan Stanley Wealth Management is seeking a highly motivated individual in the Associate or Assistant Vice President job bands to join the Regulatory Change Management team. This role will provide strategic and operational support to the Head of Regulatory Change Management, enabling effective oversight of regulatory initiatives and efficient management of team priorities. The successful candidate will serve as a trusted partner to leadership, coordinating business management activities, monitoring project execution, and ensuring alignment with regulatory, operational, and business objectives. This position offers a unique opportunity to gain exposure via a small and collegial team environment . The team handles high-impact initiatives, works with senior stakeholders, and strategic decision-making within Wealth Management. This role will have ongoing interaction with senior members from WM Client Segments, WM Platforms, Investment Solutions, Technology, Legal, Risk, and Compliance. Key Responsibilities: Support the Head of Regulatory Change Management in managing day-to-day operations, strategic priorities, and cross-functional initiatives. Track, monitor, and report on the status of regulatory change projects, ensuring timely execution and risk mitigation. Coordinate with stakeholders to assess regulatory impacts and support development of change management strategies. Prepare executive-level materials, including presentations, dashboards, and status updates for senior management and governance forums. Manage leadership meeting agendas, action items, and follow-ups to drive accountability and progress. Support resource planning, budget tracking, and other business management functions. Maintain comprehensive documentation of regulatory changes, ensuring clarity, accuracy, and accessibility. Identify opportunities to enhance processes, reporting, and operational efficiency. Assist with risk assessments and help implement mitigation plans for regulatory initiatives. Foster collaboration and a culture of continuous improvement across the team and stakeholder groups. Qualifications: Bachelor’s degree in Business, Finance, or a related field. Self-starter with a high degree of professionalism, discretion, and attention to detail. Strong desire to learn new skills Minimum 3 years of experience in a mix of project management, product management, business operations or regulatory response management within the financial services industry. Strong understanding of Wealth Management industry required and some familiarity with the relevant regulatory frameworks preferred Proven track record of managing multiple priorities and delivering high-quality outcomes under tight deadlines. Exceptional communication skills, both verbal and written, with the ability to tailor messaging for senior audiences. Strong analytical, problem-solving, and organizational abilities. High proficiency in Microsoft Office Suite, with advanced skills in PowerPoint and Excel. 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 57,000 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 6 days ago

Morgan Stanley logo

Private Wealth Management, Wealth Management Associate

Morgan StanleySan Francisco, CA

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Job Description

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).

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