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Bartlett Wealth Management logo
Bartlett Wealth ManagementCincinnati, OH
Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. Summary The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry. Please note: We do not offer company-sponsored housing or relocation for this internship. Responsibilities Financial Planning Duties: Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings. Organize and summarize living expense data from clients. Assist with eMoney support / connecting accounts. Track completion plan rate of each team member and provide analytics to aid results. Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking. Prepare client friendly financial reports. When appropriate, attend client meetings in a learning capacity. Participate on calls with outside mutual fund managers. Research and other miscellaneous projects. Investment Duties: Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client. Produce the corporate bond buy list two to three days per week. Update and maintain equity summary holding document. Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials. Assist Market Charts Committee to prepare investment and economic information for client meetings. Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity. Summarize and create weekly Investment meeting recap report to all advisor groups. Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings. Requirements Pursuing a bachelor's degree in a related field (Finance, Economics, other applicable business degree, etc.). Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications. Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail. Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines. Ability to organize responsibilities and determine priorities in a changing work environment. Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment. Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.

Posted 1 week ago

P logo
Pinnacle Specialty Group, Inc.Aiken, SC
Pinnacle Specialty Group is a woman-owned and operated small business specializing in providing project and contract management for Professional, Technical, Engineering, IT and Support Services. We offer full benefits to include: Medical, Dental, Vision, Paid Time Off, 401K - Company Matched. Project Engineer II Job Description The purpose of this position is to plan and perform work requiring sound technical judgment in the evaluation, organization, and execution of project management assignments worldwide. This role has the responsibility to perform the essential job duties and functions as listed below with the overall objective of managing and/or coordinating project activities that are in compliance with the contract and ensure the safety, quality, value, timeliness, and Fluor protability of the completed project. Performing assigned general duties of limited scope and level of responsibility, this position is designed to develop broader project management knowledge and experience. At this level, the role may have the responsibility as the only project engineer on a medium size project with full accountability for the general duties, or the responsibility for general duties on a larger or more complex segment of a very large project. * Perform basic project engineering functions involving monitoring of progress, preparation of procedures, documentation of communications and meetings, and identification/evaluation of project issues and problems * Coordinate efforts of technical disciplines, vendors and licensorsto ensure integrated and complete designs that meet project requirements and contractual obligations * Review project staffing requirements and coordinate staffing with supporting functional organization managers and/or subcontractors * Support creation and coordination of overall project plans and schedules, and monitoring activities, progress, and milestones against the plans * Support creation and coordination of project effort hours, and cost estimates and budgets, and monitor progress and cost performance against these * Support the preparation, delivery and coordination of project deliverables, design documents, and bid packages * Other duties as assigned Basic Job Requirements * Accredited four (4) year degree or global equivalent in engineering field of study and (10) years of work-related experience; a recognized professional certification or registration in the applicable field, if required; some locations may have additional or different qualifications in order to comply with local requirements * Ability to communicate effectively with audiences that include but are not limited to management, coworkers, clients, vendors, contractors, and visitors * Job related technical knowledge necessary to complete the job * Ability to learn and apply knowledge of applicable local, state/province, and federal/national statutes and guidelines * Ability to attend to detail and work in a time-conscious and time-effective manner Discipline Specific Job Requirements * Make use of Fluor University courses for continued learning experiences * Utilize knowledge management communities to capture, support and leverage relevant knowledge to enhance project execution * Participate in vendor trade shows and become familiar with new technologies and industry business direction Preferred Qualifications * Six (6) years of experience in engineering, procurement, fabrication, and construction/construction management (EPFC/CM) industry including the performance of functional tasks on projects with a well-developed understanding of procedures and interfaces * Experience participating in risk assessments initiatives * Experience in international locations and diverse cultural environments is recommended * Previous successful performance in a project engineering position on a minimum of two (2) medium or large sized projects * Detailed knowledge of Fluor's software tools and databases preferred * Ability to develop and sustain productive customer relationships while meeting the company's needs * Flexible and adaptable approach, willingness to take on new work challenges; adaptable to changing circumstances * Demonstrated strategic thinking, accountability, and adaptability skills * Ability to set and maintain high standards of performance with responsibility and accountability for successfully completing assignments and tasks * Customer focused with ability to develop and sustain productive customer relationships while meeting the company's needs * Proactive reporting of progress and accomplishments of assignments and apply necessary follow-up to monitor progress and results of project tasks and assignments * Analytical approach to problem solving and identifying potential solutions * Technical and business writing skills * Basic computer and software skills to include the use of word processing, email, spreadsheets, electronic presentations, and project management tools * Certification in project management suggested, for example Project Management Professional (PMP) Work Environment / Physical Demands: Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Light to moderate lifting may be required for packages and other items, ability to walk short distances, may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. Due to government and/or federal regulations for this position, proof of U.S. citizenship is required. We are an Equal Opportunity Employer Pinnacle Specialty Group's internal recruiting team requests that staffing / recruiting firms or agencies please not respond to our solicitations.

Posted 1 week ago

H logo
HCVTWest Los Angeles, CA
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location. Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you! Our business management team in Los Angeles helps protect assets and preserve value by providing a concierge approach to service tailored to our clients' unique needs. Our team assists with supervision and management of day-to-day activities while working with clients to formulate goals, develop strategies and long-range planning. We work with other advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help our clients achieve their current and long-term goals. HCVT operates under a hybrid working model. Business management employees are expected to work at their assigned office a minimum of three days per week. As a an Account Coordinator in our Business Management service line, you will be responsible for but not limited to the following: Perform heavy accounts payable Daily deposits Reconciliation of cash and balance sheet accounts Journal entries Manage/prioritize day-to-day workflow Interact with clients professionally Tasks or projects assigned by other supervisory figures To be successful, these are the skills, qualities and experience you will need: A bachelor's or associates degree in accounting preferred and/or some related work experience Detail oriented, with high productivity; experience with multiple corresponding deadlines Intermediate knowledge of Microsoft Office (Excel, Word, and Outlook) Paperless Datafaction experience a plus Strong communications skills (both verbal and written) and strong judgment Effective multi-tasking and time-management skills Team player attitude with proven people skills Availability for necessary seasonal overtime (particularly during tax busy-seasons) You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. Visit the Benefits section to learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $55,000 to $65,000 plus overtime. Connect with us: LinkedIn , Instagram , Facebook , HCVT Website #LI-AM1 #LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

Posted 30+ days ago

Vor Bio logo
Vor BioBoston, MA
J oin Us in Tackling Autoimmune Disease at Its Root At Vor, we believe science can do more than manage symptoms. It can change the course of disease. By advancing telitacicept, a first- and potentially best-in-class dual BAFF/APRIL inhibitor, we are silencing upstream survival signals and stopping downstream autoimmune cascades. Together, we are addressing disease at its root cause and rewriting what is possible for patients worldwide. When you join Vor, you’re not just working on a medicine. You’re part of a mission to redefine the future of autoimmune care. Why Work at Vor? Impact: Contribute directly to a medicine with best-in-disease Phase 3 results in myasthenia gravis and expansion into multiple autoimmune diseases. Growth: Be part of a rapidly scaling company with opportunities to grow your career in science, clinical development, commercial strategy, and beyond. Innovation: Work on a platform with potential beyond one indication — a therapy that has already shown consistent results across lupus, IgA nephropathy, and Sjögren’s syndrome. Belonging: Join a culture where every voice is heard, and where our shared mission unites us across functions and geographies. Who we are looking for Vor Biopharma is seeking a highly motivated and experienced Director/Senior Director, Program Management to oversee the strategic and operational management of a late-stage clinical program in autoimmune diseases. This individual will provide leadership across cross-functional teams to ensure successful execution of Phase 3 clinical trials, regulatory interactions, and preparation for potential product launch. The Director will play a pivotal role in aligning scientific, clinical, regulatory, and commercial strategies to drive the program forward in a fast-paced, small biotech environment. Key areas of responsibility Program Leadership Lead the overall strategy and execution of a global Phase 3 clinical program in autoimmune diseases. Serve as the accountable owner for program deliverables, timelines, and budget. Ensure alignment of program objectives with company goals and long-term strategy. Clinical & Regulatory Oversight Partner with Clinical Operations, Medical, Regulatory, and Biostatistics teams to ensure Phase 3 trial execution meets quality, compliance, and regulatory standards. Support preparation and submission of regulatory documents (NDA/BLA, briefing books, responses to regulatory queries). Oversee interactions with the FDA, EMA, and other global regulatory agencies. Cross-functional Collaboration Lead cross-functional core teams (Clinical, Regulatory, CMC, Commercial, Medical Affairs) to ensure integrated program planning and decision-making. Provide clear communication of program progress, risks, and mitigation strategies to executive leadership and the Board of Directors. Collaborate with Commercial and Medical Affairs to prepare for launch readiness and market access planning. External Partnerships Manage relationships with CROs, investigators, advisory boards, and key opinion leaders in autoimmune diseases. Represent the company at scientific conferences, investor updates, and industry meetings as appropriate. Operational & Financial Management Oversee program budgets, contracts, and resource planning. Identify risks and proactively develop contingency plans to maintain trial integrity and timelines. Qualifications Advanced degree preferred (PhD, MD, PharmD, or equivalent in life sciences). 12+ years of biotech/pharma experience, with at least 5 years in program or project leadership. Proven track record leading late-stage (Phase 2/3) clinical programs, ideally in autoimmune or immunology-related indications. Experience in regulatory submissions (NDA/BLA) and health authority interactions. Demonstrated ability to thrive in a small-company, fast-paced environment with limited infrastructure. Strong leadership, strategic thinking, and communication skills. Competencies Visionary leadership with hands-on execution ability. Deep understanding of clinical development and regulatory pathways. Excellent cross-functional collaboration and influence. Entrepreneurial mindset and adaptability. High integrity and commitment to patients and compliance. At Vor, we support our team with robust benefits, including comprehensive health coverage, flexible paid time off, generous parental leave, and a competitive 401(k). From education assistance to wellness resources and financial security, we invest in your well-being so you can thrive at work and beyond. As an equal opportunity employer, we at Vor Bio know that diversity inspires innovation, inclusiveness, and creativity. We invite you to come as you are. All applicants will be considered for employment agnostic to race, age, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Please visit our website at https://www.vorbio.com/ for more information.

Posted 1 day ago

Saviynt logo
SaviyntSeattle, WA
Saviynt is an identity authority platform built to power and protect the world at work. In a world of digital transformation, where organizations are faced with increasing cyber risk but cannot afford defensive measures to slow down progress, Saviynt’s Enterprise Identity Cloud gives customers unparalleled visibility, control and intelligence to better defend against threats while empowering users with right-time, right-level access to the digital technologies and tools they need to do their best work. As a key member of the Revenue Team, the Strategic Account Executive (PAM) will be responsible for leading the sales strategy and driving growth for the Privilege Access Manager product lines within our best-in-breed Converged Identity Platform. This role will work with the assigned regional sales team in the Western/ Central US by leading sales presentations, training, and developing strategies aimed at expanding the customer base and maximizing revenue. The ideal candidate will work closely with product, product marketing, and sales teams to execute the go-to-market strategy, drive profitable subscription revenue growth, and contribute to the overall success of the business. 1. Go-to-Market Strategy: Collaborate with internal stakeholders to craft and execute the overall sales strategy for the Converged Identity Platform, but with a large focus on the Privilege Access Manager portion of the platform, ensuring alignment with business objectives. Lead key sales conversations and presentations throughout the customer lifecycle, from prospecting to post-sale, with a focus on maximizing revenue and ensuring customer success. Identify market trends, customer needs, and competitive dynamics to adjust sales strategies and drive growth. Engage and build relationships with Partners in the region to drive revenue growth and product adoption across the Western and Central regions in the US. 2. Sales Execution: Drive profitable subscription revenue growth in alignment with the company’s strategic goals. Assess and improve current partnerships, working closely with partners to build strong relationships and optimize sales processes. Develop and implement short and long-term partner strategies to establish a predictable and highly metric-driven revenue stream. 3. Scaling & Performance Optimization: Propose and implement necessary adjustments to optimize sales performance, ensuring the infrastructure can support growth Work with cross-functional teams to refine sales processes, tools, and resources to facilitate business expansion and revenue acceleration. 4. Training and Development: Train and enable field Sales Directors, Client Success Managers, and other customer-facing teams on the Converged Identity Platform with a focus on Privilege Access Management, including key business use cases, competitive landscape, and market drivers. Develop and deliver sales enablement content, training materials, and best practices to ensure alignment across sales teams. Foster a culture of continuous learning, ensuring teams are equipped to effectively sell and support the product offerings. 5. Customer Advocacy & Collaboration: Serve as the voice of the customer, ensuring that product development and marketing teams are aligned with customer needs and pain points. Collaborate closely with the product, product marketing, and sales teams to develop competitive positioning, increase market awareness, and improve product offerings. Act as a trusted advisor to customers, providing insights and recommendations based on industry knowledge and product expertise. WHAT YOU BRING 5 + years of proven experience in sales, ideally in the Privilege Access Management technology space. Demonstrated ability to lead complex Privilege Access Management strategies, drive revenue growth, and scale sales operations. Strong understanding of subscription-based business models and how to drive predictable, sustainable growth. Excellent communication and presentation skills, with the ability to engage both internal stakeholders and external customers effectively. Experience selling to enterprise-level customers in a Security focused environment Experience in selling to both Cloud Only or Hybrid environment based Infrastructure. Experience working with cross-functional teams, including product, product marketing, and sales. Ability to thrive in a fast-paced, remote work environment and manage multiple priorities simultaneously. Strong business acumen, with the ability to analyze market trends and competitor activities. Ability to travel as needed (when applicable). Experience with Privilege Access Management vendor or Partner with a focus in PAM. Familiarity with SaaS business models and subscription revenue strategies. Previous experience working in a remote-first organization or managing remote teams. If you are passionate about shaping the future of Identity & Intelligence solutions and driving strategic sales growth, we would love to hear from you. Apply now and join a collaborative, high-performing team dedicated to delivering industry-leading solutions. If required for this role, you will: - Complete security & privacy literacy and awareness training during onboarding and annually thereafter - Review (initially and annually thereafter), understand, and adhere to Information Security/Privacy Policies and Procedures such as (but not limited to): > Data Classification, Retention & Handling Policy> Incident Response Policy/Procedures > Business Continuity/Disaster Recovery Policy/Procedures > Mobile Device Policy > Account Management Policy > Access Control Policy> Personnel Security Policy > Privacy Policy. Saviynt is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posted 2 weeks ago

Xometry logo
XometryNorth Bethesda, MD
Xometry (NASDAQ: XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry’s digital marketplace gives manufacturers the critical resources they need to grow their business while also making it easy for buyers at Fortune 1000 companies to tap into global manufacturing capacity. As an emerging, high-growth, global, and dynamic organization, we recognize the impact our people make every day with our customers and partners. We are looking to add a  Vice President of Talent Management to drive organizational capability through strategic performance management, talent optimization, and continuous improvement initiatives. This position will focus on talent priorities within performance management, organizational design, productivity enhancement, talent analytics, strategic workforce planning, and learning and development initiatives that support elevating organizational capabilities, aligning with our mission, values, and culture. As a leader within People, you will be responsible for developing the team, its culture, and its operations through this exciting growth phase. You will support, mentor, and coach your team members, as well as others across the organization, to their highest potential, performance, and growth.   Responsibilities: Performance Management & Productivity Enhancement: Design, implement, and optimize a comprehensive performance management infrastructure that drives high performance, aligns individual goals with organizational objectives, and fosters continuous feedback and growth. Lead initiatives to enhance organizational productivity through process improvement, talent optimization, and effective resource allocation. Develop and implement strategies to improve employee engagement and motivation, directly impacting productivity and performance. Establish and track key performance indicators (KPIs) to measure the effectiveness of performance management and productivity initiatives. Provide guidance and support to managers on performance management best practices, including goal setting, feedback delivery, and performance improvement planning. Organizational Capability & Design: Conduct organizational capability assessments to identify gaps and develop strategies to build critical skills and competencies. Lead organizational design initiatives to ensure the organization is structured for optimal performance and efficiency. Implement talent optimization strategies to ensure the right people are in the right roles, maximizing their contributions to the organization. Drive initiatives to foster a culture of continuous improvement and innovation, promoting agility and adaptability. Support strategic workforce planning initiatives, aligning talent strategies with long-term business objectives. Talent Analytics & Strategic Workforce Planning: Develop and utilize talent analytics to identify trends, measure the impact of talent initiatives, and inform strategic decision-making. Create and maintain dashboards and reports to provide insights into key talent metrics, including performance, productivity, and engagement. Conduct workforce planning analyses to forecast future talent needs and develop strategies to address potential gaps. Partner with business leaders to translate business goals into actionable talent strategies. Utilize data-driven insights to inform talent acquisition, development, and retention strategies. Learning & Development for Performance Enhancement: Design and deliver learning programs that directly support performance improvement initiatives and address identified capability gaps. Integrate learning and development strategies with performance management processes to ensure continuous development and growth. Utilize data from performance analytics to identify learning needs and tailor training programs accordingly. Leverage new technologies such as AI for learning delivery optimization and impact insights. Ensure learning initiatives are aligned with organizational goals and contribute to improved productivity and performance. Qualifications: 15+ years of progressive experience in talent management, performance management, organizational development, or related fields, with a strong focus on driving organizational capability and productivity. A Bachelor’s degree in Human Resources, Organizational Development, Business Administration, or a related field; Master’s degree preferred. Extensive experience in designing and implementing performance management systems that drive high performance and employee engagement. Proven expertise in organizational design and talent optimization. Strong analytical and problem-solving skills, with the ability to use data to drive decision-making using data science tools for people analytics. Experience with talent analytics and workforce planning methodologies across global teams. Strong project management and organizational skills, with the ability to manage multiple projects simultaneously. Ability to build strong relationships and influence stakeholders at all levels of the organization.  Strategic thinker with a passion for driving organizational effectiveness and productivity. Experience in technology or e-commerce companies driving high performing teams in functions to include data science, machine learning, data engineering and analytics. #LI-Hybrid   Here at Xometry we believe in diversity, equity, inclusion and belonging. We are committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. Xometry is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. For US based roles: Xometry participates in E-Verify and after a job offer is accepted, will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Posted 30+ days ago

Xometry logo
XometryDenver, CO
Xometry (NASDAQ: XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry’s digital marketplace gives manufacturers the critical resources they need to grow their business while also making it easy for buyers at Fortune 1000 companies to tap into global manufacturing capacity. Xometry is seeking a visionary Director of Product Management to lead the strategic growth of our B2B platform, WorkCenter. In this high-impact role, you will drive the development of innovative solutions that empower manufacturers to thrive in the digital age. You will collaborate closely with high-performing product teams to define and execute a bold product vision that transforms how our customers operate.  Responsibilities: Define the product vision and roadmap for Xometry’s B2B product (WorkCenter/ERP), ensuring alignment with Xometry's overall business strategy and market opportunities Collaborate with cross-functional teams across engineering, design, sales, and marketing to bring products to market effectively Conduct thorough market research and user analysis to identify customer needs and opportunities for product differentiation Develop and implement a comprehensive product launch strategy, ensuring successful go-to-market execution Own the product lifecycle from ideation to post-launch iteration, driving continuous improvement based on market feedback and user data Champion a data-driven approach to product management, leveraging analytics to measure success and optimize product performance Stay up-to-date on the latest industry trends and technologies, ensuring Xometry's product offerings remain at the forefront of manufacturing innovation Oversee the development of a robust product documentation and partner onboarding strategy Qualifications: 10+ years of experience in product management and leading efforts for complex B2B software products and/or ERP systems, with 2-4 years successfully building and leading product development teams High level of business acumen to manage business outcomes for product development efforts Proven track record of successfully launching and scaling B2B software products Strong leadership and communication skills, with the ability to collaborate effectively and influence cross-functional teams A successful history of building high-performing product teams within a high-growth technology company Excellent analytical skills and a data-driven approach to product decision-making A demonstrated ability to translate customer needs and market insights into actionable product strategies Executive presence and the ability to effectively communicate product vision and strategy to a wide range of stakeholders Deep understanding of the manufacturing industry and the challenges faced by modern manufacturers Experience developing and managing product roadmaps for enterprise software products used in the manufacturing or industrial space preferred Experience working in a fast-paced, growth-oriented environment #LI-Hybrid Xometry is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. For US based roles: Xometry participates in E-Verify and after a job offer is accepted, will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Posted 30+ days ago

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TrialSparkNew York, NY
About Formation Bio Formation Bio is a tech and AI driven pharma company differentiated by radically more efficient drug development.   Advancements in AI and drug discovery are creating more candidate drugs than the industry can progress because of the high cost and time of clinical trials. Recognizing that this development bottleneck may ultimately limit the number of new medicines that can reach patients, Formation Bio, founded in 2016 as TrialSpark Inc., has built technology platforms, processes, and capabilities to accelerate all aspects of drug development and clinical trials. Formation Bio partners, acquires, or in-licenses drugs from pharma companies, research organizations, and biotechs to develop programs past clinical proof of concept and beyond, ultimately helping to bring new medicines to patients. The company is backed by investors across pharma and tech, including a16z, Sequoia, Sanofi, Thrive Capital, Sam Altman, John Doerr, Spark Capital, SV Angel Growth, and others.  You can read more at the following links: Our Vision for AI in Pharma Our Current Drug Portfolio Our Technology & Platform At Formation Bio, our values are the driving force behind our mission to revolutionize the pharma industry. Every team and individual at the company shares these same values, and every team and individual plays a key part in our mission to bring new treatments to patients faster and more efficiently. At Formation Bio, our values are the driving force behind our mission to revolutionize the pharma industry. Every team and individual at the company shares these same values, and every team and individual plays a key part in our mission to bring new treatments to patients faster and more efficiently. About the Position The Director of Clinical Trial Management is responsible for leading and overseeing the clinical monitoring aspects of clinical trials from study design through closeout. This role ensures that trials are executed efficiently, on time, and in compliance with all regulatory requirements. The Director will manage a team of Clinical Trial Managers (CTMs) and Clinical Research Associates (CRAs) and will collaborate closely with cross-functional teams to achieve the strategic objectives of the clinical development programs. Responsibilities Leadership and Strategy: Develop and implement scalable clinical trial management strategies with a technology first, additional headcount second mentality to ensure the successful execution of clinical studies. Provide leadership, direction, and oversight to the clinical trial management team, ensuring alignment with organizational goals and Formation Bio value drivers. Facilitate effective communication and collaboration between internal teams, such as Clinical Development, Clinical Data Management, and Site Identification, and external partners, ensuring alignment and collaboration throughout the trial process. Maintain up-to-date knowledge of industry trends, regulatory requirements, and emerging best practices in clinical trial management. Trial Management: Strategically build and implement in house clinical trial capabilities that are scalable, technology first, incorporate elements of AI, and comply with regulations. Capabilities to include the operational aspects of clinical trials, including protocol development, site selection, data collection, and study monitoring. Develop the trial management team and processes to be flexible to both an integrated in house clinical trial execution strategy and outsourcing to a Contract Research Organization (CRO) when needed.  Support the selection, contracting, and performance of Contract Research Organizations (CROs) and other external vendors when needed. Ensure that all clinical trials are conducted in accordance with ICH-GCP guidelines, FDA regulations, and other applicable regulatory requirements. Ensure that clinical trials are conducted to the highest quality standards, with a focus on patient safety, data integrity, and regulatory compliance. Support internal and external audits and regulatory inspections, ensuring readiness and addressing findings promptly. Team Development and Management: Recruit, mentor, and develop Clinical Trial Managers and CRAs, fostering a culture of excellence and continuous improvement. Conduct performance reviews, provide feedback, and support the professional growth of team members. Ensure that the clinical trial management team is trained on current SOPs, regulatory requirements, and industry best practices. About You Bachelor’s degree in life sciences, nursing, pharmacy, or a related field (advanced degree preferred). Minimum of 10 years of experience in clinical trial management, with at least 5 years in a leadership role. Extensive experience managing clinical trials across multiple phases (I-IV) and therapeutic areas. Experience working within a sponsor company. Experience working with CROs and managing complex, multi-center clinical trials and/or experience working in an integrated in house clinical trial execution model. Preference given to candidates with experience in the integrated in house clinical trial execution model.  In-depth knowledge of ICH-GCP, FDA regulations, and global clinical trial guidelines. Strong strategic thinking and analytical skills. Proven ability to lead and develop high-performing teams in a fast-paced, dynamic environment. Strong project management skills, with the ability to manage multiple priorities and meet tight deadlines. Excellent communication, interpersonal, and problem-solving skills. Ability to travel as required (up to 25%). Preferred: Advanced degree (e.g., MSc, PhD, MBA) in a related field. Preferred:  Experience with global clinical trials and regulatory submissions. Formation Bio is prioritizing hiring in key hubs, primarily the New York City and Boston metro areas, with additional growth in the Research Triangle (NC) and San Francisco Bay Area. Please only apply if you reside in these locations or are willing to relocate. Compensation: The target salary range for this role is: $200,000 - $250,000. Salary ranges are informed by a number of factors including geographic location. The range provided includes base salary only. In addition to base salary, we offer equity, comprehensive benefits, generous perks, hybrid flexibility, and more. If this range doesn't match your expectations, please still apply because we may have something else for you.  You will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #LI-hybrid

Posted 30+ days ago

Lucid Motors logo
Lucid MotorsCasa Grande, AZ
Leading the future in luxury electric and mobility At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility.   We plan to lead in this new era of luxury electric by returning to the fundamentals of great design – where every decision we make is in service of the individual and environment. Because when you are no longer bound by convention, you are free to define your own experience.   Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we’re providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you. You will play one of the leading roles in the implementation of core enterprise systems for Lucid, including cross-functional business processes, coordination of core business data, and delivery of business enabling solutions.  You will bridge the technical and functional worlds while engaging with broad functional teams, including Supply Chain, Purchasing, Logistics, Manufacturing, Finance, HR, and Engineering. To be successful in this role, you will need to establish strong partnerships and have a hands-on approach to managing data and business processes from the ground up. As a result, you will gain a comprehensive understanding of the EV manufacturing processes and enterprise management systems. Other things you should know about this position are: You will be part of the evolution of a game changing electric vehicle manufacturer. You will be a peer with some of the brightest people with working experience in the greatest companies of our time: Tesla, BMW, Ford, Apple, Amazon, and more. You will be prepared for a career in cutting edge business fields like cloud ERP, data science, design for manufacturing, and strategic sourcing.  You Will: Have strong SAP functional and design experience for providing support and guidance for key projects. Strong experience in the areas of Inbound logistics of Transportation management system Experience in Transportation planning, optimization and execution, working with integration of third party logistics systems. Good knowledge of SAP TMS configurations, and end to end business processes. Integration with SAP EWM, MM, SD and Finance experience. Experience in EWM and EDI Analyzing the requirements and convert the functional requirement to technical objects. Experience in writing the Functional specification based on the solution design and Process mapping. Assist Technical team for Test data and active participation in Integration and UAT testing activities. Work on Project specific requests in addition to system support Experience with integration with Vendor EDI, 3PL partners, mobile scanners set up and connect zebra printers to SAP etc. Strong concepts in Kanban, Just In Sequence and Just In Time, Logistics and Warehouse process Support experience in TMS, SMQ2 error handling, Document flow and inconsistencies, RF handheld device trouble shooting, Zebra and mobile printer issues resolution etc. Support and manage Fiori Tiles based on Business requirements. You Bring: Bachelor’s degree in computer science or engineering from an accredited university. 8+ years’ experience of total SAP Applications areas that includes S4 HANA Transportation Management, Logistics Business network and Global trade services Must have at least three full life cycles of SAP implementation experience in TMS area. Preferred Qualifications: Candidate must be well organized and capable of managing numerous priorities in parallel. Must have strong management, communication, planning, and administrative skills; the candidate should have strong team player qualities and be a strong self-starter who can deliver consistently at a high quality. Must have experience in project management. This is an onsite role at our AMP-1 Facility in Casa Grande, AZ.    At Lucid, we don’t just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations. By Submitting your application, you understand and agree that your personal data will be processed in accordance with our Candidate Privacy Notice . If you are a California resident, please refer to our California Candidate Privacy Notice . To all recruitment agencies : Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.   

Posted 30+ days ago

Global Elite logo
Global EliteDenver, Colorado
100% Remote. Incredible Growth Opportunities. World Class Mentors and Leaderships Teams. AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth. Company Incentives: Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways 100% Remote Work From Anywhere (no, really!) Weekly Training Calls Preferred Qualifications: Excellent communication skills, including active listening and problem-solving Ability to learn, adapt, and adjust on the go Works well with others and individually Possesses a strong work ethic and drive to succeed To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*

Posted 1 week ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersCharlotte, North Carolina
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Utilizing experience with complicated partnership structures; Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; and, Possessing a desire to learn more about the renewable energy industry. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% 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

Scorpion Enterprises logo
Scorpion EnterprisesLas Vegas, Nevada
About Us Scorpion is the leading provider of technology and services helping local businesses thrive. We do this by helping customers understand local market dynamics, make the most of their marketing, and deliver experiences their customers will love. We offer tools to know what’s going on with marketing, competitors, and customers. We offer a unique blend of AI support and teams of real human people with local expertise committed to customer success. At Scorpion, we are ready to do whatever it takes to help our clients reach their goals. Our technology and personalized tools bring everything together to help local businesses easily understand their unique business, market, and customer needs. We put SEO, Reviews, Advertising, Email Marketing, Chat and Messaging, Social Media, Website, Lead Management, Appointment Scheduling, and more to work for local businesses. We’re a technology-led service with a human touch. About the Role At Scorpion, we’re passionate about helping our clients grow—and we’re looking for a Director of Account Management who shares that drive. In this leadership role, you’ll guide and support a team of Account Managers focused on delivering exceptional outcomes for clients in the Home Service vertical. Your team's success will be defined by client retention and revenue growth. We’re seeking a people-first leader with deep digital marketing experience, strong business acumen, and the ability to foster team development, cross-functional collaboration, and customer obsession. What Your Success Will Look Like Team Leadership & Development: You empower your team through coaching, real-time feedback, and development opportunities. You create a culture of trust, accountability, and excellence. You lead by example—guiding Account Managers through calls, emails, campaign reviews, escalations, and strategic planning. Industry Expertise: You're plugged into the Home Service industry and understand how to help our clients stay ahead. You bring insights to the table about evolving trends, market dynamics, and client needs. Client Success & Retention: You ensure clients feel supported, informed, and confident in their partnership with Scorpion. You step in during escalations as a coach and guide, helping your team learn from each situation. Strategic Growth: You develop initiatives that grow our existing client relationships through renewals, upsells, and added value—contributing directly to our long-term success. Process Optimization: You refine workflows to increase efficiency and impact. You remove roadblocks, elevate standards, and align team efforts with larger business objectives. Cross-Functional Collaboration: You actively collaborate with Sales, Marketing, and Product to ensure we’re delivering consistent messaging, cohesive experiences, and innovative solutions to our clients. Performance & Results: You use data to drive decision-making, monitor KPIs, and celebrate wins while identifying opportunities for improvement. Who You Are And What You Bring 7+ years of experience in account management or client service roles in a Digital Marketing Agency (or similar industry) 3+ of experience leading and mentoring teams 2+ years of experience in Home Service or a demonstrated ability to quickly learn vertical-specific nuances Deep understanding of digital marketing strategies and tools A strong strategic mindset—you develop plans that drive real results An inclusive, empowering leader who builds trust and elevates others Excellent communicator and relationship-builder who thrives in cross-functional environments Proficient in CRM systems and other client service platforms Adapts quickly in a fast-paced environment, mastering any internal systems quickly Thrives in fast-paced environments and adapts quickly to changing priorities Confident presenter with strong executive presence and the ability to align team objectives with company strategy Our Scorpion Values Winning Mindset: When our clients win, we win. Genuine Care: We only succeed when we are truly invested in our clients and each other. Unmatched Results: We deliver more than expected–and then some–driving the best results and impacting lives. Constant Improvement: We believe there is always a better way. We learn we ask “What if?” we build and then do it again. Unbeatable Teamwork: We come from different backgrounds but have the same vision. We only get there by doing it together, as a team. A Scorpion Leader will lead by example, and this is what it looks like Leads from the front: Rolls up their sleeves to solve problems; Has an open door; Leads by example Empowers their teams to hit their goals: Clears the path; Provides the right resources; Coaches and develops Builds trust: Has self-awareness and high EQ; Shares transparently; Does what they say, consistently Communicates effectively: Shares their vision; Gives and seeks feedback; Share necessary information quickly Motivates & Inspires: Celebrates wins; Brings people along; Gets people excited about the work Makes their team an exciting place to be: Engages the whole team; Builds unity and togetherness; Creates a positive atmosphere Our Benefits We invest in our employees by offering them diverse benefits from best-in-class carriers. These benefits provide enough choice and flexibility to keep our employees and their families healthy and happy—today and tomorrow. 100% employer-paid medical, dental, and vision insurance Flexible paid time off, so you can rest, relax, and recharge away from work Employee equity program Paid parental leave Paid cell phone and service Remote office allowance Professional development and development courses Regular manager check-ins to drive performance and career growth through Lattice Compensation We acknowledge that states have passed legislation promoting pay transparency. As a national employer, Scorpion has made the decision to post our expected pay rate or pay range (as applicable) in all our job postings, regardless of geographic location. The base salary is $110,000 (entry-level) - 130,000 (highly experienced). This position's annual variable is $20,000 (entry-level) - $30,000 (highly experienced), exclusive of fringe benefits. If you are hired at Scorpion, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. Additionally, we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the total salary + annual variable range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. Scorpion is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, or physical or mental disability. We believe in creating a dynamic work environment that values diversity and inclusion. Reasonable Accommodations Scorpion participates in the E-Verify program to confirm employment authorization of all newly hired employees.TheE-Verify process is completed during new hire onboarding and completion of the Form I-9, Employment Eligibility Verification, at the start of employment.E-Verify is not used as a tool to pre-screen candidates. For more information on E-Verify, please visit www.uscis.gov .

Posted 4 weeks ago

Banc of California logo
Banc of CaliforniaChicago, Illinois
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY The SVP, Director, Global Treasury Management (GTM) is primarily accountable for developing the most significant client relationships in specified regions and managing, growing, and developing a group of sales professionals. The SVP, Director, GTM will have the ability to consult on all deposit and non-interest income products offered by the Bank, and lead cross functional collaboration to enhance the client experience. The individual will help with the development, mentorship, and training of staff within specified regions and will work with the team to reach budgeted financial goals. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Identify Global Treasury Management portfolio coverage and communication strategies that drive an effective vision for business line. Responsible for the development and execution of a strategic plan for the assigned market, which aligns with the Bank’s deposit and non-interest income goals and objectives. Responsible for developing and maintaining a collaborative culture within GTM Sales, line of business partners in the assigned markets, and cross functionally throughout the bank. Demonstrate and develop leadership, both professional and technical, across the GTM organization. Champion client feedback and recommendations to impact product development strategies. Partner across Global Treasury Management, Executive Management, Product, Operations, Lending, and Information Services in a collaborative, team-oriented fashion. Budget, plan and manage expenses within annual business plans assigned to the market. Provide oversight and guidance to a team of treasury management sales professionals to ensure development and retention of talent. Manage feedback of staff to appropriately impact policies and procedures. Actively engage in organizational projects as a key stakeholder. Involved with interviewing and hiring decisions. Prepare and deliver employee performance evaluations, goal planning, and counseling. Manage, support, mentor and train staff with integrity and create an environment where employees feel included, valued, and supported. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING 8+ years of relevant banking and/or financial services experience. 5+ years of experience in customer service and/or relationship management. 2+ years of leadership experience. Bachelor’s degree or equivalent work experience. Certified Treasury Professional Accreditation or willingness to obtain CTP. Strong aptitude for payment solutions including digital banking, investments, Wires, ACH, credit/debit cards, FX, lockbox, remote deposit and integrated payables. Deep understanding of client business models and a trusted advisor in current and emerging payments. Creative and strategic thinker with excellent problem solving and organizational skills. Ability to exhibit professionalism and a positive attitude under pressure. Ability to work independently yet collaborate cross-functionally in a team environment. Superior verbal and written communication skills. Ability to handle multiple priorities, projects and relationships simultaneously. Proven success in managing large client accounts. Review and be knowledgeable of departmental and human resources’ policies & procedures. High degree of professionalism with the ability to influence and drive change across an organization. Preferred MBA HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 6 days ago

Nuclera logo
NucleraBoston, Massachusetts
Description Nuclera is a venture-backed biotech company headquartered in Cambridge, UK with significant operations in Boston, USA. Nuclera’s mission is to accelerate discovery by enabling rapid, easy access to functional proteins essential for drug discovery research. Our eProtein Discovery™ benchtop system accelerates protein expression and purification optimization in research labs. Nuclera is seeking a dynamic, high-energy, and results-driven Director of Product to champion the launch and expansion of a groundbreaking product in the life sciences market. This is a unique opportunity to join a trailblazing biotech company that is revolutionizing rapid protein expression and purification workflows, where innovation moves at an extraordinary pace. Unlike overseeing a mature product portfolio with incremental updates, the Director of Product must provide strategic leadership and work hand-in-glove with our target customers—guiding the rapid evolution of our eProtein Discovery platform to ensure it’s fit-for-purpose and drives strong market adoption. At the heart of Nuclera’s eProtein Discovery System lies a sophisticated integration of instrumentation, digital microfluidics cartridges, customized reagents, and software—a combination that delivers efficiency and automation to our customers while bringing uniqueness, complexity, and excitement to the Product team. The ideal Director of Product thrives in a high-velocity, change-intensive environment, acting as a strategic liaison between our customers, the commercial organization, and internal R&D. The ideal candidate must be a seasoned protein scientist with proven commercial experience , deeply versed in the pain points, challenges, and opportunities of the protein landscape—and adept at harnessing robust voice-of-customer insights to drive the market success of our eProtein Discovery System. This role requires approximately 25-30% travel, including domestic and international trips, to attend customer meetings, industry events, and visits to office as needed. Key responsibilities: Strategic Product Leadership: Own the end-to-end product lifecycle—from vision and roadmapping through launch and scale—ensuring alignment with Nuclera’s strategic objectives, revenue goals, and evolving market demands. Mentor and oversee product managers to drive consistent, high-impact delivery. Market Intelligence & Customer Insight: Lead rigorous, ongoing market research and VOC programs (surveys, in-depth interviews, advisory boards) to surface unmet needs in protein science. Translate these insights into prioritized feature investments and clear business cases that inform the product roadmap. Cross-Functional Leadership & Stakeholder Management: Serve as the senior liaison between external stakeholders (customers, KOLs, sales, marketing) and internal teams (R&D, operations, quality, finance). Champion product requirements, secure executive buy-in, and ensure transparent communication on priorities, timelines, and metrics. Organizational Agility & Change Management: Navigate the complexities of a high-velocity startup environment—spotting risks early, realigning resources on shifting priorities, and driving continuous improvement in processes (e.g., agile ceremonies, OKRs, KPIs) to maintain momentum and resilience. Additional responsibilities: Champion the Voice of the Customer at the Executive Level: Advocate relentlessly for customer and commercial-team needs across instrumentation, microfluidics, software, and reagents—ensuring these insights drive your strategic roadmap and influence executive decisions. Elevate Strategic User Experience: Set the bar for our instruments and cloud-based software, defining UX standards and guiding teams to deliver intuitive, delightful experiences that boost adoption and retention. Drive Innovation & Commercial Viability: Lead high-impact product initiatives by combining primary VOC programs with secondary market research—translating deep customer understanding into prioritized feature sets, robust business cases, and clear financial models. Develop Strategic Plans & Business Cases: Architect and own comprehensive business plans, go-to-market strategies, and detailed user requirements for new product launches, aligning cross-functional teams and securing executive buy-in. Monitor Competitive & Industry Trends: Proactively scan the drug discovery, protein, CFPS, and broader life-science tools landscape—delivering actionable insights and trend analyses to keep Nuclera ahead of the curve. Cultivate Strategic Partnerships with Thought Leaders: Build and steer high-impact relationships with Key Opinion Leaders (KOLs), academic and industry collaborators, and channel partners—co-developing new applications and pioneering use cases that expand and differentiate our eProtein Discovery platform. Requirements Essential: 10+ years of life science/biotech product management experience, including 2+ years in a leadership role Demonstrated leadership: Proven track record building and mentoring product teams, setting strategy, and driving cross-functional execution Advanced life-science degree (PhD preferred; MSc/MBA acceptable with equivalent experience) with significant industry experience Deep antibody expertise: Hands-on experience in protein expression and purification workflows, with a strong grasp of CFPS and related technologies Commercial acumen: History of translating scientific insights into compelling product offerings that achieve strong market adoption and revenue targets Influence & communication: Exceptional ability to align stakeholders—from bench scientists to executives—through clear, persuasive storytelling of complex scientific concepts Voice-of-Customer mastery: Skilled at designing and running VOC programs, synthesizing feedback into prioritized roadmaps and robust business cases Desirable: Experience in pharma/biopharma environments, particularly launching protein-focused tools or reagents Background in managing both scientific software and hardware instrumentation Prior work in high-growth startup settings Benefits What we offer: In addition to competitive salaries, we offer a range of benefits including: Company bonus scheme of 5% Incentive stock options A comprehensive benefits package that includes medical, dental, vision and life insurance Short- and long-term disability insurance 401(k) retirement plan 25-day annual holiday allowance Investment in professional development and learning Fresh fruit, tea, coffee, and snacks in the office Organised summer and other events for staff

Posted 30+ days ago

Trimble logo
TrimbleFort Washington, Michigan
Your Title: Solutions Consultant- Transport Management Solutions Job Location: United States- Remote Our Department: Transportation What You Will Do The Domain Expert TMS North America is a key role responsible for growing our shipper focused transport management solution portfolio. In this role you own the growth of our product lines in North America. You collaborate with strategic marketing and customer-facing teams to gather feedback on strategy and market/customer needs. Provide all relevant product information to enable sales efforts and land deals. Work closely with product teams on product development. You collaborate with product leads in formulating a strategy, roadmap, financial plan & managing the lifecycle and portfolio effectively, understanding customer needs to develop offerings with compelling value propositions that can be taken to effective launch plans. You will step into a pioneering role to transfer market proven products in the single biggest logistics software market with a strong group eco-system to support this process. You will have the opportunity to collaborate cross-functional with a motivated team of go-to-market experts, product, support and delivery teams. Your contributions will directly impact our ability to deliver disruptive cutting-edge technologies. Understanding the business goals of the product (typically revenue growth and contribution to company-wide earnings) and make resource allocation, development, and positioning decisions to achieve these goals in North America Preparing effective communication strategies Setting the product strategy, understanding customer needs and assessing value, viability and compliance risks for local markets Leading virtual cross-functional teams to deliver successful product development and launch Measuring and reporting on product performance and user engagement Continuously gathering feedback and making data-driven decisions Own Product growth and value proposition alignment in North America Ensuring that the product aligns with the overall company goals and objectives Being our local main point of contact for any questions or concerns about the products Collaborate with a team of mixed specializations: designers, back-end and front-end engineering, localization specialists, etc. What Skills & Experience You Should Bring Gather and prioritize customer and market requirements Conduct market research and competitor analysis Define and communicate the product vision and strategy for North America Contribute on priorities on the product roadmap Work closely with cross-functional teams to ensure successful product development and launch Establish and grow sales network internal and external Lead technical scoping with customer engineering teams Track and measure product performance and user engagement Manage growth and value proposition for North America Communicate updates and progress to stakeholders and upper management Job purpose Co-create and transfer the strategic vision and direction of the shipper transport management products. This includes researching and identifying market opportunities, defining the product vision and requirements, working with cross-functional teams to bring the product to market, and analyzing and refining the product strategy as needed. The Domain Expert also acts as a connection between the company and its customers, gathering feedback and incorporating it into product development. The goal is to ensure that the product drives revenue growth for the company. Join a Values-Driven Team: Belong, Grow, Innovate At Trimble, our core values of Belong, Grow, and Innovate aren't just words—they're the foundation of our culture. We foster an environment where you are seen, heard, and valued (Belong); where you have an opportunity to build a career and drive our collective growth (Grow); and where your innovative ideas shape the future (Innovate). We believe in empowering local teams to create impactful strategies, ensuring our global vision resonates with every individual. Become part of a team where your contributions truly matter. Trimble Inc. is proud to be an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, status as a covered veteran in accordance with applicable federal, state and local laws, or any other protected factor. EOE/M/F/V/D. Trimble’s Privacy Policy Compensation: Trimble provides the following compensation range and general description of other compensation and benefits that it in good faith believes it might pay and/or offer for this position. This compensation range is based on a full time schedule. Trimble reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant’s sex or other status protected by local, state, or federal law. Hiring Range $87,500.00–$116,000.00 Pay Rate Type Salary Bonus Eligible? Yes Commission Eligible? No Benefits: Trimble offers comprehensive core benefits that include Medical, Dental, Vision, Life, Disability, Time off plans and retirement plans. Most of our businesses also offer tax savings plans for health, dependent care and commuter expenses as well as Paid Parental Leave and Employee Stock Purchase Plan. If this position is identified above as commission- or bonus-eligible, the terms of the commission plan or discretionary bonus plan for which you are eligible will be provided following the employee start date. How to Apply: Please submit an online application for this position by clicking on the ‘Apply Now’ button located in this posting. Posting Date 09/26/2025 Application Deadline: Applications could be accepted until at least 30 days from the posting date. At Trimble, we are committed to fostering a diverse, inclusive, and equitable workplace where everyone can thrive. Guided by our core values—Belong, Innovate, and Grow—we embrace and celebrate differences, knowing they make us stronger and more innovative. We are proud to be an equal opportunity employer, welcoming individuals of all backgrounds and advancing opportunities while embracing race, color, gender identity, sexual orientation, religion, disability, veteran status, or any other protected and diverse characteristic. We are committed to offering our candidates and employees with disabilities or sincerely held religious beliefs the ability to seek reasonable accommodations in accordance with applicable law and/or where it would not constitute undue hardship for Trimble. For more, please see Trimble's Code of Business Conduct and Ethics at https://investor.trimble.com , under “Corporate Governance.” Our mission to transform the way the world works starts with transforming how we work together. By actively listening, asking questions, and taking intentional actions, we cultivate a culture that provides equitable opportunities for everyone to contribute and grow. Trimble’s Privacy Policy If you need assistance or would like to request an accommodation in connection with the application process, please contact AskPX@px.trimble.com.

Posted 5 days ago

Protegrity logo
ProtegrityPalo Alto, California
At Protegrity, we lead innovation by using AI and quantum-resistant cryptography to transform data protection across cloud-native, hybrid, on-premises, and open source environments. We leverage advanced cryptographic methods such as tokenization, format-preserving encryption, and quantum-resilient techniques to protect sensitive data. As a global leader in data security, our mission is to ensure that data isn’t just valuable but also usable, trusted, and safe. Protegrity offers the opportunity to work at the intersection of innovation and collaboration, with the ability to make a meaningful impact on the industry while working alongside some of the brightest minds. Together, we are redefining how the world safeguards data, enabling organizations to thrive in a GenAI era where data is the ultimate currency. If you're ready to shape the future of data security, Protegrity is the place for you. The VP of Product Management possesses a proven track record in leading the development of Protegrity’s products with security/privacy/governance in mind. A background of successfully launching data products, implementing AI/ML solutions, enabling data-driven decision-making, and shaping comprehensive data analytics strategies. With a strong background in leading transformational change and building high-performing teams, this candidate will play a crucial role in guiding the introduction of innovative technologies/products to enhance our products. Responsibilities: Vision & Strategy Define and champion the vision and strategy for the Product Management and drive an interactive plan to achieve that vision in partnership across the organization. Collaborate closely with Engineering, Customer Support, Marketing and Sales to identify, prioritize, and build innovative products that meet the company goals. Protegrity Flagship product Drive the product strategy from release to release, balancing customer needs and new product features from white space exploration. Customer Focus Excel at meeting existing and prospective customers, understand their needs and come up with innovative ideas on how they can benefit from our product, or how we can change our product to meet their needs. AI Innovation Drive the exploration, evaluation, and implementation of cutting-edge AI and machine learning technologies to scale Protegrity products. Develop and maintain a roadmap for AI initiatives across the company. Team Leadership Provide expert-level coaching, mentorship, and feedback to the leadership of the data team, fostering a culture of innovation, collaboration, and continuous improvement. Drive transformational change within the organization. Personalization & Engagement Drive strategy to ensure our platform offers meet the highest quality standards to maximize customer engagement and lifetime value. Qualifications: A minimum of 5 years of experience in Enterprise Data, Privacy, Cybersecurity. A minimum of 10 years of experience in progressively responsible leadership roles (through to the senior management level), managing medium to large-sized global teams and cross-functional initiatives. Proven experience in building and launching successful products from ideation to market. Deep understanding of AI/ML, with experience in applying them to real-world business problems. Meaningful experience working with executive level leadership, influencing strategic decision-making, and driving organizational change. Strong business acumen, with the ability to translate data insights into tangible business value. Strong collaboration, communication, and interpersonal skills, with experience building positive working relationships with senior leaders across the business. Track record of successfully managing and delivering complex projects in an enterprise agile environment. Results-driven and forward-thinking, with the ability to influence and drive change across the organization. Excellent presentation and storytelling skills to communicate complex technical concepts to both technical and non-technical audiences. Why Choose Protegrity: Become a member of a leading Data Protection, Privacy and Security company during one of the best market opportunities to come along in a generation. Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision) Paid Time Off (PTO) 401K Annual Bonus Incentives Short and Long Term Disability Work on global projects with diverse, energetic, team members who respect each other and celebrate differences Talent First Workforce Should you accept this position, you will be required to consent to and successfully complete a background investigation. This may include, subject to local laws, verification of extended education and additional criminal and civil checks. We offer a competitive salary and comprehensive benefits with generous vacation and holiday time off. All employees are also provided access to ongoing learning & development. Ensuring a diverse and inclusive workplace is our priority. We are committed to an environment of acceptance where you are free to bring your full self to work. All qualified applicants and current employees will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability or veteran status. Please reference Section 12: Supplemental Notice for Job Applicants in our to inform you of the categories of personal information that we collect from individuals who inquire about and/or apply to work for Protegrity USA, Inc., or its parent company, subsidiaries or affiliates, and the purposes for which we use such personal information.

Posted 1 week ago

Rising Medical Solutions logo
Rising Medical SolutionsNashville, TN
Join Our Team as an Experienced Workers Compensation Case Manager Advance Your Career with Rising Medical Solutions Are you an experienced workers’ compensation nurse case manager eager to bring your expertise to a team that’s passionate about making a genuine impact on the lives of injured workers? At Rising Medical Solutions, you’ll join a group of dedicated professionals committed to elevating the standards of medical case management for workplace injuries and find a collaborative environment where your prior experience is valued, and your skills are essential to our mission. At Rising Medical Solutions, your prior expertise will be vital as you: Collaborate with injured employees, employers, healthcare providers, workers’ compensation adjusters, and fellow team members to continuously evaluate and enhance treatment plans. Draw upon your comprehensive experience to identify and overcome barriers in the recovery process, advocating for the best possible outcomes for all stakeholders. Confidently guide cases by facilitating preferred provider selections and ensuring compliance with best practices in workers compensation management. We are searching for a case manager with a proven background in workers compensation—someone who is assertive, resourceful, and committed to driving positive change. If you are ready to make an even greater impact, we encourage you to bring your expertise to Rising Medical Solutions and help us shape the future of workplace injury management. Together, we can make every step of the recovery journey count. Requirements Candidates will have a strong background in medical case management and workers’ compensation Familiarity with regional physicians CCM, and COHN-S/CM are optional but highly valued Ability to drive to appointments, typically within a 2-hour radius Active, unencumbered registered nursing license with a minimum of 5 years of experience Benefits Opportunity to make a difference in reducing health care costs and increasing the value of health care to individuals and their employers Compensation includes hourly rate + mileage reimbursement Flexible field schedule based on caseload Private ownership with a people focused company (we often promote from within!) Daily interaction with some of the most talented people in the medical cost-containment industry We're on YouTube! Check out our culture at: http://www.youtube.com/user/RisingMedical Want to see more? Check out our: Facebook: https://www.facebook.com/RisingMedicalSolutions LinkedIn: http://www.linkedin.com/company/rising-medical-solutions Glassdoor: http://www.glassdoor.com/Overview/Working-at-Rising-Medical-Solutions- EI_IE322608.11,35.htm pages

Posted 30+ days ago

Stafford Gray logo
Stafford GrayWarren, MI
The IAM Business Analyst serves as the critical link between business objectives and technical solutions within the Identity and Access Management domain. This role is responsible for gathering, analyzing, and documenting business requirements to design and implement IAM solutions that enhance security, streamline operations, and ensure compliance. The ideal candidate will possess a strong blend of business analysis skills, a solid understanding of IAM principles, and the ability to communicate effectively with both technical and non-technical stakeholders. Requirements Gathering: Lead discovery sessions and workshops with business stakeholders to elicit, analyze, and document functional and non-functional requirements for new or enhanced IAM capabilities. Process Analysis & Design: Evaluate current-state ("As-Is") IAM processes and workflows, identify opportunities for improvement, and design future-state ("To-Be") solutions that are efficient and secure. Solution Documentation: Create comprehensive documentation, including business requirements documents (BRD), use cases, process flows (e.g., using BPMN or Visio), and user stories for agile development teams. Stakeholder Management: Act as a liaison between business units, IT teams, and security professionals to ensure alignment on IAM strategies and project goals. System Implementation Support: Support the full project lifecycle, from initial design and development to user acceptance testing (UAT), training, and post-implementation support. Compliance & Risk: Collaborate with compliance and audit teams to ensure IAM solutions adhere to regulatory requirements (e.g., GDPR, HIPAA) and internal security policies. Change Management: Assist in the development of communication and training plans to facilitate the adoption of new IAM processes and tools. Requirements Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field. 3-5 years of experience as a business analyst, with at least 2 years in an Identity and Access Management or cybersecurity environment. Proven experience in requirements elicitation, documentation, and management. Strong understanding of core IAM concepts, including identity lifecycle management, authentication, authorization, and privileged access management (PAM). Familiarity with industry-standard IAM tools such as Active Directory, Azure AD, Okta, or SailPoint. Excellent communication, interpersonal, and presentation skills, with the ability to convey complex technical concepts to a wide audience. Demonstrated analytical and problem-solving abilities. Preferred Qualifications: Certifications such as Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), or industry-specific certifications related to IAM. Experience working in an agile development environment (e.g., Scrum, Kanban). Knowledge of scripting languages (e.g., Python, PowerShell) or SQL for data analysis. Experience with risk assessment and mitigation strategies within an enterprise IT environment.

Posted 5 days ago

E logo
Employee Owned Holdings, Inc.Harahan, LA
Supreme Integrated Technology is looking for candidates who want to take the next step in their career to join our 100% employee owned company. SIT’s engineering expertise transforms ideas into success for hydraulic and electric powered moveable structures. SIT specializes in custom systems and projects, making every project unique and offering the opportunity to solve challenge problems for customers. Our projects are typically for defense, marine, oil & gas, civil (movable bridges) and industrial power unit applications. We pride ourselves on a culture of teamwork – because we are a smaller company you have opportunity to be involved in every aspect of a project and make an impact from start to finish. The Project Manager Intern position is intended for students working towards a technical or business degree to spend the summer rotating through different projects and assisting with communication with customers, vendors, shop and engineering personnel. As an intern, you will be part of the Campus Ambassador Program which provides an opportunity to network with interns from our sister companies, travel to Houston to visit other facilities and present projects you’ve worked on over the summer to top leadership. We value interns as the future of our company, and we work hard to ensure you have meaningful projects throughout the summer. Specific Responsibilities Participate in project review meetings with internal stakeholders, learn about project management with vendors, customers and on the shop floor. Establish contract related summaries of components and affected documentation. Work with project managers to manage communication with customers, vendors and internal stakeholders to keep projects moving forward and ensuring customer needs are met. Produce or review correspondence, designs, and data requirement submittals for each assigned contract. Assist with creation and submission of Operation and Maintenance Technical Manuals, Test Plans and Test Reports, Installation and Field Support Guidance, Integrated Logistics Support Data, and coordinate high level 3rd Party Testing. Assist in cost and technical proposal preparation and review with an eye to performance, design, documentation, and testing considerations. Other duties as assigned. Requirements Education Must be currently enrolled in an undergraduate degree program, Business Administration, Electrical Engineering, Mechanical Engineering, or Industrial Distribution preferred. Prefer GPA of 3.0 or higher. Knowledge and Skills: Ability to work independently and eager to take on responsibilities. Working knowledge of Microsoft office (Word, Excel, PowerPoint) Mechanical aptitude, desire to work with technical projects a plus. Strong organizational and time management skills. Analytical, problem-solving and conceptual thinking skills. Excellent communication skills (including oral, written, and relationship building). As contracts with the U.S. government have required this position to be held by a U.S. citizen, please confirm status as a U.S. citizen. Benefits We offer a competitive salary and benefits package, including medical, dental, vision, life and disability insurance, and 401(k) plans with company match. A unique benefit SIT offers as part of Employee Owned Holdings, Inc. is an employee stock ownership plan. What is an ESOP? ESOP is a special retirement program that allows employees to own stock in the company. When you join EOHI, you automatically begin investing in your future (without having to purchase shares). We are a high growth company committed to training our employee owners to develop their skills and advance in their careers. Studies also show that retirement account balances for ESOP companies are 2.5 times higher. ESOP companies grow 2.5 times faster than those companies without employee ownership. Research shows employee owned companies are superior in performance, employee benefits and employee morale because everyone is working towards a common goal

Posted 3 weeks ago

Vantage Search Group logo
Vantage Search GroupVANDENBRG Air Force Base, CA
RN - Utilization Management needed at Vandenberg Space Force Base. Duties: The duties include, but are not limited to the following; Coordinate patient care in collaboration with a wide array of healthcare professionals. Facilitate the achievement of optimal outcomes in relation to clinical care, quality and cost effectiveness Ensure compliance with standards of care and practice in accordance with all established policies, procedures, and guidelines used in the facility Perform physical exam and health histories Provide health promotions, counseling, and education. Administer medications, wound care, and numerous other personalized interventions. Direct and supervise care provided by other healthcare professionals. Accountable for making patient care assignments based on the scope of practice and skill level of assigned personnel. Recognize adverse signs and symptoms and quickly react in emergency situations. Communicate and collaborate with a diverse group of people for the purpose of informing the healthcare team of plans/action, for teaching/education to benefit the patient/family and organization. Make referral appointments and arrange speciality care as appropriate. Perform nursing services as identified in the TO. Conduct research in support of improved practice and patient outcomes. Schedule: Monday - Friday, 9 hours between 6:30am and 5:30pm, with a one-hour lunch No Weekends or Holidays Requirements Minimum Qualifications: * Education: Minimum ASN from an accredited college or university * Experience: One year of experience in Utilization Management is required. Full time employment as a registered nurse within the last 36 months is mandatory. Must possess experience in performing prospective, concurrent, and retrospective reviews to justify medical necessity for medical care to aid in collection and recovery from multiple insurance carriers. Review process includes Direct Care and Purchase Care System referrals, ward rounds for clinical data collection, contacting providers to inform them of dollars lost for missing documentation, and providing documentation for appeals resolution. Possesses working knowledge of Ambulatory Procedure Grouping (APGs),Diagnostic Related Grouping (DRGs), International Classification of Diseases-Version 9(ICD), and Current Procedural Terminology-Version 4 (CPT-4) coding. * Licensure: Current, full, active, and unrestricted RN license from any state. * Life Support Certifications: AHA or ARC BLS Certification * Security: Must possess ability to pass a Government background check/security clearance. We are an equal opportunity employer and a drug free workplace. All applicants selected for employment are required to submit to a background check and pre-employment drug test. Benefits Excellent Compensation & Exceptional Comprehensive Benefits: * Paid Vacation, Paid Sick Time, Plus 11 Paid Federal Holidays! * Medical/Dental/Vision, STD/LTD/Life, Health Savings Account available, and more!* Annual CME Stipend and License/Certification Reimbursement! * Matching 401K! Base salary: $40.00 - $54.00/hr depending on experience

Posted 1 week ago

Bartlett Wealth Management logo

Wealth Management Co-op (Summer Semester 2026)

Bartlett Wealth ManagementCincinnati, OH

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Job Description

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.

Summary

The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.

Please note: We do not offer company-sponsored housing or relocation for this internship.

Responsibilities

Financial Planning Duties:

  • Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings.
  • Organize and summarize living expense data from clients.
  • Assist with eMoney support / connecting accounts.
  • Track completion plan rate of each team member and provide analytics to aid results.
  • Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking.
  • Prepare client friendly financial reports.
  • When appropriate, attend client meetings in a learning capacity.
  • Participate on calls with outside mutual fund managers.
  • Research and other miscellaneous projects.

Investment Duties:

  • Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.
  • Produce the corporate bond buy list two to three days per week.
  • Update and maintain equity summary holding document.
  • Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.
  • Assist Market Charts Committee to prepare investment and economic information for client meetings.
  • Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.
  • Summarize and create weekly Investment meeting recap report to all advisor groups.
  • Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.

Requirements

  • Pursuing a bachelor's degree in a related field (Finance, Economics, other applicable business degree, etc.).
  • Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.
  • Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.
  • Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines.
  • Ability to organize responsibilities and determine priorities in a changing work environment.
  • Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment.
  • Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.

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