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Wealth Management Advisor - Uptown Phoenix-logo
US BankScottsdale, AZ
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs Determine which financial products are suitable for the client's unique circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation Refer and partner with other financial services within other U.S. Bank channels, as appropriate Discover How You'll Thrive! An approachable and accessible leadership team that is dedicated to your success and career development A rich product portfolio and open architecture so you can do what is best for your clients A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently All the resources of a Fortune 150 company with the personal feel of a smaller company Marketing warm leads and qualified referrals from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools Learn more in our digital handbook Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments For You: Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team Work in a collaborative environment with a high-performing team Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications: Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical and problem-solving skills Excellent interpersonal, verbal, and written communication skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Restaurant Management-logo
QdobaSan Diego, CA
Please apply in person at the address listed. This job posting is for a position in a restaurant owned and operated by an independent franchisee, not QDOBA Restaurant Corp. This means the independent franchisee, and not QDOBA Restaurant Corp. will be your employer if you are hired. The independent franchisee is responsible for all employment related matters in the restaurant including, among other things, setting any requirements for this job and all decisions concerning hiring, firing, discipline, wages, supervision, staffing and scheduling.

Posted 30+ days ago

Account Management Executive-logo
CareBridgeManchester, NH
Account Management Executive Location: This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Compensation: Base Salary + Sales Incentive Plan The Account Management Executive is responsible for managing and coordinating account service activities as the primary customer contact for retention of national accounts. May also work with new sales. Typical group size is 5,000 eligible or enrolled subscribers. How you will make an impact: Defines and oversees the execution of account management and retention strategy for a defined book of accounts. Identifies opportunities for penetration sales. Supports pursuit of new business opportunities either directly with a broker/consultant or potential client, or through a team approach with field office sales staff. Provides support for field sales staff with request for proposal (RFP) responses, proposals, client presentations, and underwriting coordination on new business sales opportunities. Develops business relationships with brokers, consultants, and key decision makers in order to meet or exceed new and renewal sales targets. Manages the annual renewal process for accounts, including underwriting negotiation, preparation of renewal analysis, and client presentations. Coordinates and controls new business implementation activities. Works directly with sales and account management teams to assure that all aspects of account service run smoothly. Travels to customer sites or other offsite locations as necessary. Minimum Requirements: Requires a BA/BS and a minimum of 5 years of experience in account management or sales; or any combination of education and experience which would provide an equivalent background. Sales license required. Preferred Skills, Capabilities and Experiences: Large Group insurance experience preferred. Experience in a client facing role preferred. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Posted 1 week ago

P
PEMCCO Logistic Services LLCVirginia Beach, VA
Are you a proactive, highly organized, and detail-oriented professional with a passion for project management? Join our dynamic team as a Project Management Associate and contribute to meaningful projects that make a real impact. In this position, you'll play a vital role in the success of infrastructure and transit projects that serve thousands of people every day. You'll collaborate with experienced leaders, sharpen your project skills, and gain visibility into contract operations at the intersection of public service and technical delivery. PEMCCO, Inc. is an Information Technology and Information Management (IT/IM) services firm. We assist our customers in maximizing existing and emerging technologies to achieve their desired business productivity objectives. Living the Culture and Making It Happen is the motto we live by. We Live the Culture by carrying out the tenets of our Core Values of Loyalty, Integrity, and Commitment to our Customers and Employees every day. We Make It Happen by following Smart Organization Healthy Organization (SOHO) principles for internal and external communications and the successful execution of projects. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Application Instructions: Submit your resume and cover letter for first-round consideration. Qualified candidates may be invited to participate in a brief screening interview before participating in actual interviews. How to Stand Out: In your cover letter, we encourage you to: Describe a time you managed multiple priorities under tight deadlines Share how you've used tools (i.e., Excel, Word, Outlook, Teams, AI) to track and communicate project progress or tasks Explain how you've supported personnel actions, communications, or onboarding in a past role Core Duties: Support development, tracking, and updating of project schedules, work plans, and budget forecasts under the direction of the Program Manager. Submit weekly status updates and performance metrics to leadership using standardized templates. Organize and document internal and external project meetings; distribute agendas prior to meetings and clear, concise minutes within 24 hours. Prepare and maintain accurate project documentation-including staffing trackers, performance logs, timesheets, contracts, and invoices. Ensure all communications-emails, updates, and notes-are professionally written, clearly titled, and shared with relevant stakeholders. Maintain written records of verbal decisions and in-person communications for auditability and accountability. Take full ownership of assigned tasks and proactively follow through to completion without repeated prompting. Identify risks or delays early, communicate issues within 24 hours, and propose viable solutions where possible. Act as liaison to project partners, vendors, and clients-ensuring timely follow-up and a consistent presence in stakeholder communications. Support Duties: Assist with sourcing, vetting, and onboarding qualified candidates to meet staffing and operational needs. Coordinate and track team attendance logs, timesheet submissions, HR compliance items, and corrective action records. Approach all team interactions with professionalism, empathy, and discretion-especially in handling sensitive personnel matters. Prioritize tasks effectively using a structured task list and calendar alerts; maintain visibility of all open action items and deadlines. Success Profile: Produces well-organized and professional written communication, even under pressure. Maintains an active task list with deadlines and status notes; completes 100% of assigned deliverables on time. Anticipates issues and suggests solutions before problems escalate. Demonstrates calm, confident presence in stakeholder meetings. Qualifications: Required: High school diploma or equivalent. Minimum 3 years of experience in project coordination, operations support, or contract administration. Strong written and verbal communication skills with demonstrated ability to produce professional, actionable messages and documents. Proficiency in Microsoft Office Suite (Excel, Word, Outlook), and task tracking software such as Smartsheet, Microsoft Project, Trello, or OneNote. Proven ability to manage time effectively, balance competing priorities, and maintain detailed, accurate tracking of multiple deliverables. Independent problem-solving skills, sound judgment, and confidence in escalating or resolving issues as needed. Preferred: Bachelor's degree in Business, Project Management, Engineering, or a related field. Completion of PMP coursework or equivalent coordination training. Experience supporting government, infrastructure, or transportation projects in contract-based environments. Familiarity with HR and compliance platforms (e.g., BambooHR, ADP, or Timesheet Portal). Prior experience initiating or documenting personnel actions in coordination with internal HR or compliance teams. Work Environment & Physical Demands: Hybrid work model: primarily office-based with regular travel to local project sites and partner offices (upon demand). Requires regular use of email, task tracking software, and video conferencing platforms. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Must be able to travel to project sites to gather information and consult with project stakeholders and team members. The role includes standard office activities, occasional lifting, and outdoor site visits. Evening or weekend availability may be required to meet critical project deadlines Benefits 15 days of Paid Time Off 11 Paid Holidays Medical, Dental, and Vision Voluntary Short-Term Disability, Life Insurance, Accident, Critical Illness, Hospital Indemnity, Whole Life Plus, Identity Theft, and Law Assure 401(k) Employee Assistance Program (EAP) Compensation $42,000 - $52,000 depending on experience, ability, and capability. PEMCCO, Inc. is an equal-opportunity employer. The Company does not discriminate based on race, color, sex, sexual orientation, gender identity or expression, religion, national origin, age, disability, genetic information, military or veteran status, pregnancy, childbirth, and related medical conditions, or any other characteristics protected by applicable federal, state, or local law.

Posted 3 weeks ago

U
University Of Miami Miller School Of MedicineNorth Miami, FL
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet. Materials Management Clerk 2 The University of Miami UHealth at SoLé Mia opening September 2025, will bring high-quality academic medicine to North Miami, Aventura, and surrounding communities. Our expert team of physicians and staff will represent a wide range of specialties, including NCI-designated Sylvester Comprehensive Cancer Center and Bascom Palmer Eye Institute, the number one eye hospital in the nation. UHealth at SoLé Mia will also deliver the latest in urologic treatments from the renowned Desai Sethi Urology Institute as well as top-notch care from UHealth's nationally ranked neurology and neurosurgery programs. The University of Miami UHealth- Department of Supply Chain at SoLé Mia has an exciting opportunity for a Materials Management Clerk 2. The Materials Management Clerk 2 (H) coordinates the transfer of raw materials, parts, and finished products and ensures that all supplies are purchased, received, inspected, and stored in the applicable facility locations. The Materials Management Clerk 2 (H) helps to ensure compliance with the appropriate quality standards. Maintains all order-related documentation and tracking information. Approves all critical supply logs for storeroom inventory supplies. Reviews product use and coordinates ordering to ensure the best pricing. Works with other departments to resolve inventory and supply order issues, ensure timely deliveries, and address stop shipments or credit holds. Checks expiration dates on supplies in inventory and rotates supplies. Assists in the unloading and unpacking of inventory items as they are received. Notifies to appropriate managing staff of any issues, such as overstocking and discrepancies. Fills tickets and requisitions, and delivers supplies to appropriate locations on time. Assures that supplies are charged appropriately on the day of delivery. Prints and places appropriate labels on inventory packages. Ensures that receiving and ordering paperwork is accurate and preserved appropriately. Adheres to University and unit-level policies and procedures and safeguards University assets. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. Core Qualifications High School diploma or equivalent Minimum 2 year of relevant experience Knowledge, Skills and Attitudes: Skill in completing assignments accurately and with attention to detail. Ability to analyze, organize and prioritize work under pressure while meeting deadlines. Commitment to the University's core values. General knowledge of office procedures and operations. Skill in data entry with minimal errors. Any relevant education, certifications and/or work experience may be considered. The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more. UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for. The University of Miami is an Equal Opportunity Employer- Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information. Job Status: Full time Employee Type: Staff Pay Grade: H3

Posted 30+ days ago

Retail Store Manager- Buford (Must Have 5 Years Of Store Management Retail Experience)-logo
Goodwill of North GeorgiaBuford, GA
What you'll be doing: As a Store Manager, you will supervise, manage and lead your store employees, typically 30-40 people. You'll make sure your team is hitting or exceeding their sales goals, managing the store's budget and you will be the public "face" of the store to the local community. You'll lead the hiring and training of new employees and will supervise a team of Assistant Store Managers (ASM's) and a Shift Supervisor. You'll also: Greet and assist donors/customers Monitor and maintain the store's overall appearance Lead monthly meetings with store employees Attend monthly meetings with your Director and other store managers Maintain company records and reporting What we're looking for: Requirements: 5+ years of experience supervising teams of 30 or more employees A strong familiarity with developing budgets and creating plans to exceed financial expectations A focus on maintaining and improving Standard Operating Procedures (SOP's) Demonstrated capacity to embrace change. This cannot be overemphasized Demonstrated decision making abilities Experience with hiring and developing staff Proficiency with the MS Office suite Preferences: An Associates or Bachelor's degree in business or a related subject Bilingual language skills Prior military or related not-for-profit experience Does this sound like a place for you? If so, please apply today. Our process takes about 15 minutes to complete. Once you do, our recruiting team will reach out to you within a few days. Thank you for your time and your interest in Goodwill of North Georgia. Goodwill of North Georgia is an Equal Opportunity Employer. It is the policy of Goodwill to consider applicants based solely on qualifications and merit; without regard to race, color, religion, national origin, sex, age, sexual orientation, disability, or protected veteran status.

Posted 1 week ago

Medical Director Utilization Management - Remote-logo
UnitedHealth Group Inc.Austin, TX
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Clinical Advocacy & Support has an unrelenting focus on the customer journey and ensuring we exceed expectations as we deliver clinical coverage and medical claims reviews. Our role is to empower providers and members with the tools and information needed to improve health outcomes, reduce variation in care, deliver seamless experience, and manage health care costs. The Medical Director provides physician support to Enterprise Clinical Services operations, the organization responsible for the initial clinical review of service requests for Enterprise Clinical Services. The Medical Director collaborates with Enterprise Clinical Services leadership and staff to establish, implement, support, and maintain clinical and operational processes related to benefit coverage determinations, quality improvement and cost effectiveness of service for members. The Medical Director's activities primarily focus on the application of clinical knowledge in various utilization management activities with a focus on pre-service benefit and coverage determination or medical necessity (according to the benefit package), and on communication regarding this process with both network and non-network physicians, as well as other Enterprise Clinical Services. The Medical Director collaborates with a multidisciplinary team and is actively involved in the management of medical benefits. The collaboration often involves the member's primary care provider or specialist physician. It is the primary responsibility of the medical director to ensure that the appropriate and most cost-effective quality medical care is provided to members. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: Conduct coverage reviews based on individual member plan benefits and national and proprietary coverage review policies, render coverage determinations Document clinical review findings, actions, and outcomes in accordance with policies, and regulatory and accreditation requirements Engage with requesting providers as needed in peer-to-peer discussions Be knowledgeable in interpreting existing benefit language and policies in the process of clinical coverage reviews Participate in daily clinical rounds as requested Communicate and collaborate with network and non-network providers in pursuit of accurate and timely benefit determinations for plan participants while educating providers on benefit plans and medical policy Communicate and collaborate with other internal partners Participate in holiday and call coverage rotation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: M.D or D.O. Active board certification in an ABMS or AOBMS specialty Active unrestricted medical license and ability to obtain additional state medical licenses as needed 5+ years of clinical practice experience after completing residency training Proven sound understanding of Evidence Based Medicine (EBM) Proven solid PC skills, specifically using MS Word, Outlook, and Excel Ability to participate in rotational holiday and call coverage Preferred Qualifications: Board certification in either Gastroenterology, Cardiology, Endocrinology, radiation oncology (other specialties will be considered) Experience in utilization and clinical coverage review Reside in Nebraska or Texas Proven excellent oral, written, and interpersonal communication skills, facilitation skills Demonstrated data analysis and interpretation aptitude Proven innovative problem-solving skills Demonstrated presentation skills for both clinical and non-clinical audiences All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy. Compensation for this specialty generally ranges from $238,000 - $357,500. Total cash compensation includes base pay and bonus and is based on several factors including but not limited to local labor markets, education, work experience and may increase over time based on productivity and performance in the role. We comply with all minimum wage laws as applicable. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Posted 4 days ago

Equity Account Management Specialist-logo
Jennison Associates LLCNew York, NY
Job Title Equity Account Management Specialist Who We Are Jennison Associates is a global investment management firm with over $200 billion in Assets under Management spanning across a range of various equity and fixed income investment strategies. Jennison was founded in 1969 on the principle that doing what's best for clients will always be right for the business. Grounded in our firm values of integrity, collaboration and client focus, the mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make Jennison a fulfilling and rewarding place to work for all employees. Our Function Process the daily accounting function for institutional and retail equity accounts as well as monthly cash and asset reconciliations. All work should be completed timely and accurately and reflect a solid understanding of Jennison Operations guidelines. The account load consists of Equity strategies with a range of 40-45 accounts depending on the account complexity. Your Impact Your responsibilities will include, but are not limited to the following: Ensure the accuracy of all portfolio accounting data Identify and independently resolve discrepancies while reconciling daily cash balances and transactions against the custodian. Reconcile daily positions and prices when applicable. Manage day to day relationships with brokers and custodians Understand trade settlement process for equity securities and necessary steps to facilitate settlement Understand corporate actions, dividends, tax reclaims, income and expense accruals Complete comprehensive month-end reconciliation packages including asset summary statements, positions and cash vehicles and currency balances Liaise with Portfolio Managers, brokers, and custodians for all accounting issues. Partner with our Investor Services Team, Securities Maintenance Group, Trade Support and Project Management Team to ensure best practices, optimal efficiency, and quality of work Analyze requests from custodians, brokers, and internal teams to provide best in class support Contribute to overall morale and the cohesiveness of our team Desired skills that will be additive to the role: Experience with TLM Smartstream and Eagle Star a plus Your Required Skills Your required skills must include: Bachelor's Degree required, preferably in Economics, Finance or Accounting Entry-level role; 0-2 years of experience in finance, asset management, or working with equity products Knowledgeable in equity and derivative securities and their relevant transaction postings on the asset manager's books Working knowledge of different securities (domestic & international equity, shorts, swaps and options) Proficient in MS Excel, with an ability to learn new systems Highly organized and detail-oriented Ability to multi-task and prioritize to meet deadlines Strong quantitative/analytical skills What We Offer Jennison offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week. The base salary range for this role is $70,000 - $80,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to, individual and organizational performance. Jennison is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. Jennison does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.

Posted 30+ days ago

Privileged Access Management (Pam) Engineer (Integration & Projects)-logo
3M CompaniesAustin, TX
Job Description: Privileged Access Management (PAM) Analyst Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role We are seeking a PAM Engineer to join our high-functioning Privileged Access Management team. The ideal candidate will handle mid-level engineering tasks, focusing on CyberArk integrations, project implementation, and technical solutions within our privileged access management infrastructure as we implement innovative capabilities for the enterprise. Here, you will make an impact by: Design and implement CyberArk integrations with enterprise applications Configure and maintain CyberArk components (CPM, PSM, PVWA) Lead small to medium-sized PAM implementation projects Create technical documentation and implementation guides Collaborate with application teams for privileged account integration Support migration from on-premises to CyberArk Privileged Cloud Conduct technical assessments and feasibility studies Assist in designing PAM solutions for new use cases Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: Bachelor's degree or higher in Computer Science or Information Technology (completed and verified prior to start). Six (6) years of experience in software development, DevOps, or security engineering in a private, public, government or military environment. Additional qualifications that could help you succeed even further in this role include: CyberArk Sentry or Guardian certification Project management certification (PMP, Agile) Hands-on experience with CyberArk PAS suite Experience with database management (SQL Server, Oracle) Experience with REST APIs and web services Experience with cloud platforms (AWS, Azure, GCP) Knowledge of DevOps practices and CI/CD pipelines CyberArk platform configuration and integration Scripting and automation (PowerShell, Python) Network security (firewalls, load balancers, SSL/TLS) Project management and stakeholder communication Technical documentation and architecture design Work location: Hybrid Eligible (Job duties allow for some remote work but require travel to the Maplewood or Austin location 3 days per week. Travel: May include up to 15% domestic/international Relocation Assistance: Is not authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $122,292 - $149,468, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: https://www.3m.com/3M/en_US/careers-us/working-at-3m/benefits/ . Good Faith Posting Date Range 07/01/2025 To 07/31/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at www.3M.com or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Pay & Benefits Overview: https://www.3m.com/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

Posted 30+ days ago

Private Wealth Management Registered Client Service Associate-logo
Morgan StanleyPalm Beach, FL
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports to Business Service Officer 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. 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

Wealth Management Advisor - Walnut Creek, CA-logo
TIAAWalnut Creek, CA
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. All licenses must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2025-09-19 Base Pay Range: $100,000/yr - $110,000/yr Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _ ____ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Posted 1 week ago

Revenue Cycle Management Analyst Iii, Patient Financial Services-logo
Sutter HealthSacramento, CA
We are so glad you are interested in joining Sutter Health! Organization: SMF-Sutter Med Foundation- Central Position Overview: Ensures accurate and appropriate outpatient medical coding and documentation through coaching, training, and monitoring of clinicians. Monitors training success through encounter audits and ensures corrective action plans are implemented and adhered to. Serves as the local expert on Official Coding and Documentation Guidelines and other internal and external regulatory requirements (e.g. Centers for Medicare & Medicaid Services (CMS), National Committee for Quality Assurance (NCQA), etc.). Job Description: EDUCATION: Equivalent experience will be accepted in lieu of the required degree or diploma. Bachelor's in Business Administration, Public Health, Finance, or related field CPC preferred TYPICAL EXPERIENCE: 5 years of recent relevant experience. SKILLS AND KNOWLEDGE: Advanced knowledge of the ICD-10-CM and CPT-4 Classification systems, HCPCS, and Evaluation and Management coding guidelines and thorough understanding of the effect of data quality on prospective payment, utilization, and reimbursement for multiple medical professional service specialties. Proficient understanding of the National Correct Coding Initiatives edits (NCCI) and ICD-CM Official Guidelines for coding and reporting. Ability to conduct coding audits and using the findings to create written reports with recommendations; and present education and feedback to facilitate improvement of documentation and coding. Working knowledge of relevant federal and state regulations, Medicare and Medicaid guidelines and compliance issues. Time management and project management skills. Working knowledge of Microsoft office applications including word, excel, and PowerPoint. Ability to work with and maintain confidentiality of physician, patient, patient account, and personal data. Job Shift: Days Schedule: Full Time Days of the Week: Variable Weekend Requirements: None Benefits: Yes Unions: No Position Status: Exempt Weekly Hours: 40 Employee Status: Regular Sutter Health is an equal opportunity employer EOE/M/F/Disability/Veterans. Pay Range is $37.68 to $56.52 / hour The salary range for this role may vary above or below the posted range as determined by location. This range has not been adjusted for any specific geographic differential applicable by area where the position may be filled. Compensation takes into account several factors including but not limited to a candidate's experience, education, skills, licensure and certifications, department equity, training and organizational needs. Base pay is just one piece of the total rewards program offered by Sutter Health. Eligible roles also qualify for a comprehensive benefits package.

Posted 6 days ago

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Dewolff Boberg & AssociatesRichmond, VA
This position requires 100% domestic travel - fly out Sunday, fly home Friday, year-round. We focus on implementation and transformational change and deliver value by: Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client resource utilization to identify operational and performance improvement opportunities. Building and fostering client communication and relationships. Addressing and confronting issues and providing appropriate feedback. Holding and increasing frontline accountability of actions, roles and responsibilities. Assist in the development of frontline supervisors becoming proactive vs. reactive in management style. Increasing employee engagement and facilitating workshops. Understanding and delivering appropriate metrics and data to all levels of management. Unlocking ideas for improvement. Implementing a proven management operating system. Giving frontline supervisors and their employees a voice. Removing barriers and creating support from middle and senior management. Changing cultures for long lasting results. Professional Requirements: A Bachelor's Degree in Business, Management, Engineering or related field. 4+ years of proven direct supervision and management experience (Production & Manufacturing industries preferred). Demonstrated ability to manage conflict, build consensus, and facilitate problem-solving and collaboration amongst cross functional teams. Ability to balance delivery of results, problem solving, and client management. Develop a high level of personal and professional credibility with all levels of the organization and external clients. Strong observation, analytical, numerical reasoning, business acumen, and leadership skills. Ability to adapt to fast-paced, high pressure, and changing environments. Exceptional communication (verbal, written, and presentation) skills. Ability to succeed in a team environment and deliver/receive daily constructive feedback. Advanced proficiency in MS Office Suite. Benefits: DB&A has a competitive benefits package and offers 2 plan options that pays 100% of medical premiums for employee. Medical, Dental, Vision, Short & Long Term Disability Insurance, FSA, 401(k). Two weeks paid vacation+ One week paid PTO + Paid year-end holiday closure. Advancement Opportunities: At DB&A, our people are our greatest asset which is why we believe strongly in the internal growth and development of our employees. As a Management Consultant, individuals have the opportunity to drive their careers based on performance and contributions. We offer a three-tier Consultant Career Track and a Project Manager Career Track with the ability to advance directly from Senior Consultant to Project Manager. As a Project Manager, there is also upward potential to become a Chief of Operations and/or a Shareholder of DB&A. Our remarkable team consists of highly competitive and committed business professionals who are passionate about building life-long rewarding careers with us. The Equal Employment Opportunity Policy of this corporation is to provide a fair and equal employment opportunity for all job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Our corporation hires and promotes individuals solely on the basis of their qualifications for the job to be filled. This corporation believes that all employees should be provided with a work environment which enables each team member to be productive and to work to the best of his/her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color religion, national origin, gender, sexual orientation, age, marital status or disability. We expect and require the cooperation of all employees in maintaining a discrimination and harassment-free atmosphere.

Posted 30+ days ago

General Consideration - Product Management-logo
OnxmapsMissoula, MT
ABOUT onX As a pioneer in digital outdoor navigation with a suite of apps, onX was founded in Montana, which in turn has inspired our mission to awaken the adventurer inside everyone. With more than 400 employees located around the country working in largely remote / hybrid roles, we have created regional "Basecamps" to help remote employees find connection and inspiration with other onXers. We bring our outdoor passion to work every day, coupling it with industry-leading technology to craft dynamic outdoor experiences. Through multiple years of growth, we haven't lost our entrepreneurial ethos at onX. We offer a fast-paced, growing, tech-forward environment where ownership, accountability, and passion for winning as a team are essential. We value diversity and believe it leads to different perspectives and inspires both new adventures and new growth. As a team, we're hungry to improve, value innovation, and believe great ideas come from any direction. Important Alert: Please note, onXmaps will never ask for credit card or SSN details during the initial application process. For your digital safety, apply only through our legitimate website at onXmaps.com or directly via our LinkedIn page. General Application Information This is not for a specific role. By applying here, you're joining our talent pool for future opportunities. While submitting this general application adds your profile to our Product Management talent pool for future consideration, we highly encourage you to check our careers page regularly and apply directly to any open positions that align with your qualifications and interests. This ensures you're actively considered for roles that match your skills, as we typically prioritize applications to specific job postings first when filling open positions. PRODUCT MANAGEMENT Lead cross-functional teams to create highly innovative products and magical experiences for our customers. We're building products that give people the confidence to get out, experience our public lands, and create lifelong memories in the outdoors. Even if there isn't an immediate opening in Product Management that matches your background, we'd love to keep your info on hand for future opportunities. Submit a general application here, and in your cover letter, let us know why you're passionate about onX and what unique skills you bring! Just a reminder: This general application won't replace applying for specific roles, so be sure to check back often and apply for any openings that fit your skills and experience. Want to stay connected? Follow us on LinkedIn! WHERE TEAM MEMBERS ARE LOCATED Location requirements will vary by role and will be detailed in the specific job postings. With our headquarters in Missoula and Bozeman, MT, and Basecamp locations throughout the US, we are inspired by the landscapes that surround us. We bring our enthusiasm for technology and the outdoors to work every day, with the goal of inspiring others to find their way in the wild. Basecamps are emerging locations where fully remote onXers cluster for work and adventure. Currently, our Bascamps are located within a 90-mile radius of the following cities: Austin, TX Denver, CO Minneapolis, MN Portland, OR Salt Lake City, UT Seattle, WA HOW YOU'LL BE COMPENSATED Compensation details will be job-specific and outlined in individual postings. onX is committed to compensating all employees fairly and equitably for their contributions. The pay range for any position will vary based on experience, skills, certifications, and education among other factors as required in the job description. In addition, full-time onX employees are eligible for a grant of common share options with a vesting schedule and a potential annual bonus of 10% based on company performance. At onX, we believe that diversity makes us better. Bringing together a diverse set of backgrounds, ideas, and opinions helps us to achieve our mission to awaken the adventurer in everyone. We are proud to be an equal opportunity employer. onX is committed to equal opportunity not only in our hiring practices but also in our employment practices, including but not limited to development, compensation, and promotion. We strive to build an inclusive work community where everyone can be their authentic self, and together, we win as a team. Come join us! onX does not sell any Personal Information, but we may transfer employment related records to our service providers or third parties that provide business services to onX or as required by law. For more information, see our Privacy Policy. As part of our interview process, your conversation may be recorded for documentation purposes to allow interviewers to focus fully on the discussion. Recordings are confidential and accessible only to authorized personnel, without the use of AI-based summarization. Please note, onX respects all applicable laws regarding recording consent, and you will have an opportunity to opt-out if preferred.

Posted 30+ days ago

Subcontract Program Management Manager-logo
Lockheed Martin CorporationGrand Prairie, TX
Description: You will be the Subcontract Program Management Manager for the Program Management team. Our team is responsible for managing subcontracts and overseeing critical subcontracted systems for various programs, including the M270 Fleet Expansion Program and HIMARS. What You Will Be Doing As the Subcontract Program Management Manager, you will be responsible for leading a team of subcontract managers and directing all aspects of subcontract program management, from initiation to execution. You will oversee costs, quality, schedule, financial, and technical performance requirements to ensure successful contract milestones. Your responsibilities will include: Managing a team of subcontract managers overseeing subcontractors and critical subcontracted systems Developing sourcing and subcontract program management strategic plans Directing all phases of the subcontract, from business case development to program execution Making decisions affecting subcontractor performance and establishing milestone objectives Managing performance to committed schedules and contractual specifications Why Join Us We're looking for a collaborative and strategic leader to join our team as a Subcontract Program Management Manager. As an ideal candidate, you are a seasoned program management professional with excellent communication and leadership skills. This role stands out as an opportunity to work on high-impact programs, lead a team of experienced professionals, and drive strategic planning and execution. If you're a motivated and results-driven individual looking to make a difference in the defense industry, we encourage you to apply for this exciting opportunity. We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options Learn more about Lockheed Martin's comprehensive benefits package here. Further Information About This Opportunity: This position is in Dallas. Discover more about our Dallas, Texas location. MUST BE A U.S. CITIZEN - This position is located at a facility that requires special access. The selected candidate must be able to obtain a secret clearance. Basic Qualifications: Degree from an accredited college, or equivalent experience/combined education, with professional experience. Experience negotiating, administering and managing subcontractor purchase orders. Understanding of FAR and DFAR Desired Skills: Experience using SAP and P2P and familiar with Lockheed Martin Acquisition Procedures. Experience supporting prime proposal submissions and interacting with Customer counterparts. Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration. Clearance Level: Secret Other Important Information You Should Know Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to Work Remotely: Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process. Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Schedule for this Position: 4x10 hour day, 3 days off per week Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work. With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility. If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications. Experience Level: Experienced Professional Business Unit: MISSILES AND FIRE CONTROL Relocation Available: Possible Career Area: Purchasing/Procurement/Supply Chain Type: Full-Time Shift: First

Posted 30+ days ago

A
Armanino McKenna Certified Public Accountants & ConsultantsEl Segundo, CA
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Prepare individual, trust, gift, partnership, corporate, and S-corporation tax returns, as well as extensions and quarterly estimates Reconcile retained earnings, analyze general ledgers, and prepare appropriate journal entries Prepare year-end individual tax projections and close out loan-out corporations Expand technical knowledge in tax areas relevant to the entertainment industry and high-net-worth individuals and families Review and respond to federal and state tax notices on behalf of clients Assist in compiling documentation and responses for governmental audits Prepare financial statements for high-net-worth clients, including recording investment activity from brokerage accounts Manage time effectively and handle multiple priorities with minimal supervision Develop skills in strategic tax planning and tax research Build administrative, professional, and interpersonal capabilities to enhance client service Communicate tax issues clearly to clients and non-tax professionals Perform other related duties as assigned Requirements Bachelor's degree in Accounting, Tax, Finance, or a related discipline Minimum GPA of 3.0 Actively working toward CPA certification Preferred Qualifications Completion of upper-level accounting coursework (e.g., Intermediate Accounting, Taxation, Audit) Internship or work experience in accounting, finance, or tax-related roles Proficiency in Microsoft Excel and basic accounting software (e.g., QuickBooks, CCH Axcess, or similar) Familiarity with tax concepts related to high-net-worth individuals or the entertainment industry (a plus, not required) Demonstrated interest in pursuing a career in tax or business management "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For New York residents, the compensation range for this position: $68,640-$74,800. For Southern California residents, the compensation range for this position: $68,640-$74,800. For Northern California residents, the compensation range for this position: $68,640-$78,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Posted 3 weeks ago

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Dewolff Boberg & AssociatesCleveland, OH
With over 37 years of cross-industry management consulting experience, DeWolff, Boberg & Associates has successfully provided services to a variety of clients worldwide and has conducted over 700 projects in 20 countries. Management Consultants gain exposure to Fortune 500 companies in various industries and work side by side, "on the floor", coaching frontline managers and supervisors in behavioral changes that drive sustainable performance and financial improvements. Armed with training in our proven methodology and the knowledge gained as previous business leaders, Management Consultants customize solutions for our client's existing people, processes and business environments to help them achieve dramatic improvements in productivity, quality, service and profitability. This position requires 100% weekly, Sunday-Friday travel to designated project locations. We focus on implementation and transformational change and deliver value by: Professionally service client organizations to solve business issues, create value, maximize growth and improve overall performance for sustainability Quickly become familiar with client business challenges and technologies to understand the environment for behavioral changes Gather, organize and analyze data regarding key business drivers to present information in a manner that is meaningful to clients by using metrics and analytics to guide organizational decision-making Thoroughly understand client resource utilization to identify waste in time and resources to provide operational and performance improvement opportunities Openly, respectfully and professionally discuss business and organizational shortcomings with clients to provide valuable feedback and influence solutions for long-term sustainability Empower frontline accountability of actions, roles and responsibilities by guiding clients through self-explorations of their business segments and staff utilization Collaborate with frontline leaders on a daily basis to improve leadership and management behaviors Effectively coach clients to approach their business issues as forward thinkers to exude confidence for improving behaviors and process efficiencies Assist the client with tool building and/or modification Foster a spirit of teamwork and unity among project team members that allows for healthy disagreements - expeditiously resolve conflicts by approaching with positive cohesiveness, supportiveness and working effectively together to enable the overall team to succeed Travel and Per Diem: All travel reward points and air miles earned personally belong to each Management Consultant and can be used as preferred Weekend travel flexibility including company paid companion flights or other city destination accommodations All employees are eligible to receive a pre-tax biweekly travel reimbursement per diem while working at a client site provided they stay at project site hotel A pre-tax biweekly allowance is included for parking and transportation fare to and from employees' home airport Benefits: DB&A has a competitive benefits package and offers 2 plan options that pays 100% of medical premiums for employee Medical, dental, vision, short & long-term disability Insurance, FSA, 401(k) Two weeks paid vacation+ one week paid PTO + paid year-end holiday closure Advancement Opportunities: At DB&A, our people are our greatest asset which is why we believe strongly in the internal growth and development of our employees. As a Management Consultant, individuals have the opportunity to drive their careers based on performance and contributions. We offer a three-tier Consultant Career Track and a Project Manager Career Track with the ability to advance directly from Senior Consultant to Project Manager. As a Project Manager, there is also upward potential to become a Chief of Operations and/or a Shareholder of DB&A. Our remarkable team consists of highly competitive and committed business professionals who are passionate about building life-long rewarding careers with us. Professional Requirements: Bachelor's Degree in Business, Management, Engineering or related field Minimum of 5 years of direct supervision and management experience (Manufacturing, Distribution or Engineering industries preferred) Demonstrated ability to manage conflict, build consensus and facilitate problem-solving and collaboration amongst cross functional teams Strong observation, analytical, numerical reasoning, business acumen and leadership skills Strong facilitation skills and ability to build relationships and interface with clients at all levels of the organization Ability to balance delivery of results, problem solving and client management Ability to juggle many responsibilities at one time to effectively partner with clients throughout the project lifecycle Develop a high level of personal and professional credibility with all levels of the organization and external client Ability to adapt to fast-paced, high pressure and changing environments Exceptional communication (verbal, written and presentation) skills Ability to succeed in a team environment and deliver/receive daily constructive feedback Advanced proficiency in MS Office Suite specifically Excel Ability to pass a pre-employment background, criminal, financial/credit and drug screening The Equal Employment Opportunity Policy of this corporation is to provide a fair and equal employment opportunity for all job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Our corporation hires and promotes individuals solely on the basis of their qualifications for the job to be filled. This corporation believes that all employees should be provided with a work environment which enables each team member to be productive and to work to the best of his/her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color religion, national origin, gender, sexual orientation, age, marital status or disability. We expect and require the cooperation of all employees in maintaining a discrimination and harassment-free atmosphere.

Posted 30+ days ago

Associate Managing Consultant, Advisors & Consulting Services, Program Management-logo
MasterCardPurchase, NY
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Associate Managing Consultant, Advisors & Consulting Services, Program Management Services within Mastercard is responsible for acquiring, engaging, and retaining customers by managing fraud and risk, enhancing cybersecurity, and improving the digital payments experience. We provide value-added services and leverage expertise, data-driven insights, and execution. Our Advisors & Consulting Services team combines traditional management consulting with Mastercard's rich data assets, proprietary platforms, and technologies to provide clients with powerful strategic insights and recommendations. Our teams work with a diverse global customer base across industries, from banking and payments to retail and restaurants. The Advisors & Consulting Services group has five specializations: Strategy & Transformation, Performance Analytics, Business Experimentation, Marketing, and Program Management. Our Program Management consultants lead clients through business transformations by implementing strategically important Mastercard assets and services to bring value and drive growth. They serve as the Center of Engagement across all stakeholders within Mastercard and the client's organization. Positions for different specializations and levels are available in separate job postings. Please review our consulting specializations to learn more about all opportunities and apply for the position that is best suited to your background and experience: https://careers.mastercard.com/us/en/consulting-specializations-at-mastercard Roles and Responsibilities You will manage multiple projects within a portfolio, providing efficient and effective coordination of a complex range of activities by clearly defining project team and stakeholder roles and responsibilities that are aligned with the delivery of the expected benefits. You will ensure effective identification of risks and pro-active solutioning to mitigate risks and impact on timelines. Client Impact Manage deliverable development and workstreams on multiple large, complex high-value projects across a range of industries, problem statements, and cultures Utilize proven, accredited project and change management methodologies and techniques to help clients drive measurable value Define scope, timelines, and budget and perform cost, benefit, and risk analyses Report on issues, risks, progress, and timelines and summarize effectively, offering analysis, options, and credible solutions Manage working relationship with client managers, and act as trusted and reliable partner Team Collaboration & Culture Develop sound business recommendations and deliver effective client presentations Plan, organize, and structure own work and that of junior project team members to address client problems Lead team and external meetings, and lead or co-lead project management Contribute to the firm's intellectual capital and solution development, being a strong brand ambassador for Mastercard and Data & Services Grow from coaching to enable ownership of day-to-day project management across client projects, and mentor junior team members Qualifications Basic qualifications Undergraduate degree with work experience in project management and change management methodologies and techniques 4-6 years of Project Management experience Exposure to financial institutions, payments, and/or consultancies Experience managing clients or internal stakeholders Logical, structured thinking Advanced Word, Excel, and PowerPoint skills Ability to perform multiple tasks with multiple clients in a fast-paced, deadline-driven environment Ability to communicate effectively in English and the local office language (if applicable) Eligibility to work in the country where you are applying, as well as apply for travel visas as required by travel needs Preferred qualifications Experience developing and implementing solutions and measuring impact on clients' business Experience coaching junior consultants Have completed or interested in pursuing recognized professional accreditation, such as Project Management Professional (PMP) Knowledge of Project Management tools Exposure to payments and/or retail banking or merchants MBA or master's degree with relevant specialization (not required) Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more.

Posted 6 days ago

Application Management Engineer-logo
American International GroupAtlanta, GA
Who we are General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology team equips our employees with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for shielding the company's systems from security risks, while providing stability and high availability that enable AIG's businesses to achieve their goals. AIG's Information Technology functions include application maintenance, and technology risk and compliance. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. About the role Seeking an experienced Application Management Engineer with strong expertise in Java, SQL, and related technologies to join our dynamic Application Services IT team. The ideal candidate will play a pivotal technical role in Application Services team focusing on application maintenance & support. Proficiency in Java, Rally, and SQL will be essential for effective project management, data integration, and database interactions. Good knowledge in Data Stage is preferred. Knowledge in underwriting process will be a bonus. What you need to know Responsibilities include, but not limited to: Take ownership of technical support operations, including first response to Enterprise customers, handling escalations, communicating internally with various teams regarding technical issues, documenting technical issues internally and externally, and identifying possible methods for improving Support in both the technical and the service layers Develop a deep understanding of the Insurance platforms to provide efficient end-to-end support solutions. Utilize the platform's various backend mechanisms, processes, and data structure to provide Tier-2 support on complex backend capabilities. Collaborate with Product and Technical teams to address recurring issues and enhance support services. Create and maintain internal documentation on platform functionalities and processes. Work with internal customers to understand their data and technology challenges and recommend ways to optimize performance. Govern Incident Management and root cause analysis, technical issues, problem resolution and suggests improvement plans. Work with business for prioritization of various tasks/requests/changes/issues. Participate in application onboarding / decommissioning discussions. Participate in Permit to Build / Permit to Operate discussions. Participate in PI Planning Participate in Major incident RCA calls. Refine/ mature existing Debt analysis/ KEDB categories and work with technical/ support team to refine their respective categorization. What we're looking for 5 + years of experience as a Tier-1, 2, 3 or Senior Technical Management Engineer for technical SaaS products, cloud-based, or IT tooling solutions Experience with two any of the major cloud providers (AWS and Azure) Experience working with internal and external APIs. Experience of working with Microservices, APIs, Mule Experience of working in Distributed Technologies Experience with SQL, including accessing and querying databases, manipulating data via advanced queries, and extensive knowledge of relational database structure. Ability to work independently and ability to multitask whenever there is a major incident involving multiple stakeholders, or multiple activities planned while still communicating with the stakeholders on key issues. Proven track record of building support processes and methodologies from scratch and make improvements on existing ones. Experience with working in monitoring or cloud cost management segments Troubleshooting for all IT-related topics and in-depth research to find the best technical solutions. Implement long-term IT solutions with an eye on security and cost evaluations. Supporting global workforce, partnering with overseas IT teams, both employees and consultants A desire to learn and expand your horizons; take on new challenges as the business scales and things break. Optimize applications by integrating new technologies and performing upgrades Ability to meet tight deadlines. Sound knowledge of all ITIL processes i.e., Incident Management, Problem Management, Change Management & Service Request management. Strong analytical, problem solving and communication skills. Should be well versed in Agile process and Rally Veterans are encouraged to apply. #LI-NK1 The base salary range for this position in Jersey City, NJ, is $88,000 - $111,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. We're proud to offer a range of competitive benefits, a summary of which can be viewed here: AIG Benefits Overview. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of belonging We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The diversity of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to candidatecare@aig.com. Functional Area: IT - Information Technology Estimated Travel Percentage (%): No Travel Relocation Provided: No AIG PC Global Services, Inc.

Posted 30+ days ago

Asset & Wealth Management Tax Manager-logo
PwCPhoenix, AZ
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Responsibilities Supervise and develop team members to achieve exceptional deliverables Manage client service accounts and engagement workstreams Independently solve and analyze complex problems Utilize PwC's technical knowledge and industry insights to address client needs Drive digitization, automation, and efficiency improvements Coach teams to enhance their skills and performance Oversee successful planning, budgeting, and execution of projects Foster a culture of continuous improvement and innovation What You Must Have Bachelor's Degree in Accounting 4 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Thorough knowledge of compliance and consulting for financial partnerships Knowledge of structuring funds to limit tax liability In-depth tax technical skills in partnership tax forms Experience identifying and addressing client needs Building, maintaining, and utilizing networks of client relationships Success as tax technical business advisor Familiarity with CRM systems Knowledge of automation and digitization in professional services Experience with alternative fee arrangements and pricing strategies Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

US Bank logo

Wealth Management Advisor - Uptown Phoenix

US BankScottsdale, AZ

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Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

  • Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs
  • Determine which financial products are suitable for the client's unique circumstances
  • Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance
  • Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence
  • Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation
  • Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You'll Thrive!

  • An approachable and accessible leadership team that is dedicated to your success and career development
  • A rich product portfolio and open architecture so you can do what is best for your clients
  • A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients
  • Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently
  • All the resources of a Fortune 150 company with the personal feel of a smaller company
  • Marketing warm leads and qualified referrals from across the organization
  • Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

Learn more in our digital handbook

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

  • Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave
  • Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team
  • Work in a collaborative environment with a high-performing team
  • Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • Three to five years of experience in a financial sales position, preferably working with the affluent client segment
  • FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

  • Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
  • Extensive knowledge of the securities industry, including investment and insurance products and services
  • Knowledge of private banking products and services, including credit processes and policies
  • Strong presentation abilities
  • Strong relationship management, sales, and new business development skills
  • Well-developed analytical and problem-solving skills
  • Excellent interpersonal, verbal, and written communication skills
  • Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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