Auto-apply to these operations management jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

LPL Financial Services logo

VP Services Knowledge Management

LPL Financial ServicesAustin, TX

$125,377 - $208,961 / year

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: We are seeking a strategic Vice President of Knowledge Management to transform content management by leveraging artificial intelligence solutions to curate and create industry-leading service content. This executive will be responsible for leading a team of knowledge creators, editors and content strategists who develop and maintain internal and client-facing knowledge resources. The VP will be responsible for executing various technology initiatives and process improvement projects to achieve targeted call deflection and client satisfaction outcomes. Responsibilities: Develop and execute the Service organization's knowledge management strategy aligned to achieve both short and long-term call deflection and client experience goals. Partner with Service, Product and other stakeholders to align knowledge assets with organizational needs. Lead and mentor a multi-disciplinary team of content creators, including writers, instructional designers and content architects. Transform content curation and creation using the latest available artificial intelligence solutions. Provide leadership and oversight to ensure successful execution and delivery of critical technology and process improvement initiatives. Partner with internal and external AI chatbot product partners to identify strategic opportunities to improve the effectiveness of digital help Oversee the curation, creation and governance of high quality knowledge assets such as knowledge base articles and FAQs. Collaborate with other client-facing knowledge base partners to ensure the content management system continues to meet the team's evolving needs. Develop and execute a monitoring program which surfaces actionable insights to facilitate continuous improvement and optimal call deflection performance What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3+ years managing knowledge management and/or content strategy teams; Direct experience leading knowledge management which is consumed by chatbots or conversational AI technologies 3+ years in wealth management industry 5+ years in financial services Core Competencies: Proven ability to build and lead high performing teams Exceptional writing and communication skills Deep familiarity with content management systems and capabilities offered by AI technology Passion for customer experience Ability to influence leadership through effective communication and story-telling; Skilled in stakeholder management Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset High emotional intelligence; a collaborative and inclusive approach Highly effective in creating and communicating strategies through intuitive execution frameworks Proficiency in problem-solving and implementing both near-term and long-term solutions. Pay Range: $125,377-$208,961/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947. EAC12.9.25

Posted 5 days ago

Sands Of Kahana logo

Accounts Receivable Specialist, Terra West Management Services

Sands Of KahanaLas Vegas, NV
Apply Description Company Culture & Core Values: About Terra West Management Services At Terra West, we don't just manage communities-we help them thrive. With over 40 years of expertise in community association management, we partner with HOA Boards to deliver excellence in operations, compliance, and community care. Our culture is rooted in respect, collaboration, and a relentless commitment to service. We believe people come first-our clients, our residents, and our team. Our Core Focus We exist to empower community leaders and enrich neighborhoods to Inspire Community by providing proactive guidance, professional management, and exceptional customer service. Every action we take is aimed at fostering vibrant, well-run communities where people feel heard, supported, and proud to live. Our Core Values- We I.N.S.P.I.R.E. Excellence Integrity- We do what's right, even when no one is looking. Nurture- We invest in people, relationships, and growth. Service- We exceed expectations with every interaction. Passion- We bring energy and purpose to all we do. Innovation- We embrace change and lead with forward-thinking solutions. Resilience- We stay strong, adaptable, and solution-focused in every challenge. Empathy- We listen, understand, and lead with compassion. At Terra West, you're not just taking a job-you're joining a values-driven team that's redefining excellence in community management. Essential Functions Position Summary: The HOA Accounts Receivable Specialist is responsible for managing the billing, collection, and posting of homeowner assessments, fees, and other receivables. This role ensures accurate and timely financial reporting, maintains positive homeowner relationships, and supports the accounting department in maintaining compliance with GAAP and HOA policies. Key Responsibilities: Billing & Invoicing: Prepare and issue monthly assessment statements, special assessments, and other billing as required. Ensure accurate account coding and posting in the HOA management software (e.g., Vantaca) Collections & Payment Processing: Monitor delinquent accounts and initiate collection procedures, including reminder notices, phone calls, and payment plans. Process payments received via lockbox, online portals, checks, and other methods. Reconcile payments with homeowner accounts and resolve discrepancies promptly. Account Reconciliation & Reporting: Reconcile A/R subsidiary ledgers with the general ledger monthly. Prepare reports on delinquent accounts, aging schedules, and collections activities for management and the board of directors. Assist with annual audits and year-end reporting as needed. Customer Service & Communication: Respond to homeowner inquiries regarding statements, balances, and payment options in a professional and timely manner. Maintain documentation of communications, payment arrangements, and collections efforts. Process Improvement & Compliance: Identify opportunities to streamline A/R processes and improve efficiency. Ensure compliance with HOA governing documents, state regulations, and accounting standards. Requirements Qualifications & Skills: 1-3 years of accounts receivable or bookkeeping experience, preferably in HOA, property management, or condominium accounting. Proficiency with accounting software Strong attention to detail, organizational skills, and ability to manage multiple accounts. Excellent written and verbal communication skills. Knowledge of GAAP and HOA financial procedures is a plus. Working Conditions: Office-based position, typically Monday-Friday. Performance Metrics: Timely and accurate billing and payment posting. Reduction of delinquent accounts and improvement in collections. Accuracy of reconciliations and reports. Maintain accounts receivable records both on paper and electronic Other duties as may be assigned WORK POSTURE REQUIREMENTS DESCRIPTION N/A RARELY OCCASIONALLY FREQUENTLY CONSTANTLY Sitting x Standing x Walking x Driving x Bending (from waist) x Crouching (squat) x Kneeling x Crawling x Climbing (stairs) x Climbing (ladder) x Twisting x Reaching x Writs Motion x CARRYING REQUIREMENTS ITEM DESCRIPTION Items Carried: Files / Board books Distance: 50 steps Times per day: 5 Maximum Weight: 5 pounds MOVING/LIFTING REQUIREMENTS ITEM DESCRIPTION Items Moved/Lifted: Paper files Times Per Day: 5 Maximum Weight: 3 pounds MOVING/LIFTING LEVELS/HEIGHTS LEVEL FREQUENCY Floor: Occasionally Knee: Rarely Waist: Occasionally Chest: Occasionally Overhead: Occasionally PUSH PUL REQUIREMENTS ITEM FREQUENCY Furniture: Frequently Shampooer: None Vacuum: None Utility Cart: None ENVIRONMENTAL CONDITIONS Condition Yes No Inside/Outside x Hot/cold Temperatures x Wet x Noise x Power Equipment x Traffic Hazards x Chemical Hazards x Heights x Dust x Close Quarters x Fumes/Odors x EEO/Drug Free Workplace

Posted 30+ days ago

JLL logo

IFM Vendor Management Lead

JLLOlympia, WA

$115,000 - $130,000 / year

JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Vendor Management Lead for an aerospace and defense client, you will serve as a subject matter expert driving strategic sourcing initiatives and supplier relationships for JLL. This position requires leading a team of Vendor Management professionals to deliver sustainable value to clients through strategic vendor partnerships, performance optimization, and program management across North America while working in PST. Your day-to-day tasks will include: Lead and mentor a team of Vendor Management professionals to achieve strategic client outcomes Conduct periodic market trend analysis and report findings to Supply Chain and business stakeholders in client-ready formats Oversee vendor performance management across the supply base and handle issue escalation in partnership with field teams Develop, implement, and coordinate regional and national vendor management programs Drive cost optimization, risk mitigation, and performance management initiatives for vendor relationships Build and maintain impactful relationships with key suppliers while managing internal and external stakeholder expectations Ensure compliance with JLL's and clients' sourcing, contracting, and risk management policies and procedures Lead strategic supplier performance reviews and identify opportunities for growth and ROI improvement Support diversity program development in alignment with client and JLL goals Desired experience and technical skills: Requirements: Bachelor's degree (BA/BS) from a four-year college or university At least 10 years of experience in Supplier Management, Relationship Management, or related Procurement roles At least 2 years of experience in third-party risk management Proven ability to lead teams in a decentralized environment Strong problem-solving and leadership skills with demonstrated executive presence Ability to develop relationships, communicate effectively, and influence senior-level management Strong critical thinking, analytical ability, and strategic mindset Excellent PC skills with proficiency in MS Office and Google Suite applications Preferred: MBA degree Experience in Facility Management operations Strong executive presence with experience leading large, high-profile meetings Excellent interpersonal, organizational, and communication skills Location: This position is hybrid/based on the west coast with the expectation of frequent site visits and willingness to travel as required. This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Estimated compensation for this position: 115,000.00 - 130,000.00 USD per year This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations. Location: On-site -Los Angeles, CA, Olympia, WA, Phoenix, AZ, Sacramento, CA, Salt Lake City, UT If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays Early access to earned wages through Daily Pay At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at HRSCLeaves@jll.com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Posted 2 days ago

Old Dominion Freight Line Inc logo

Management Trainee (Onsite: Columbus, OH)

Old Dominion Freight Line IncDayton, OH

$62,400 - $65,520 / year

Are you someone who never rests on their laurels, always strives to go above and beyond, and is committed to keeping your PROMISES? Do you appreciate a company culture that is open, fosters work-life balance, and a dynamic team environment? Then Old Dominion is the home for you. We take pride in being the best in the industry, and from our humble beginnings we know that our People and our Family Spirit are the main ingredient in our secret sauce to success. At Old Dominion we are looking for individuals to join the OD Family that will provide innovative solutions and exceed expectations to keep OD the premier transportation solutions provider. For those with a passion for leadership and a drive to excel, this program offers the perfect foundation for a successful career in operations management. Old Dominion Freight Line's Management Trainee program provides hands-on experience in all aspects of service center operations, from logistics and freight management to team leadership. With mentorship from industry experts and the opportunity to earn your CDL, you'll build the skills and knowledge needed to grow within a thriving, fast-paced environment. This is an exciting opportunity to develop your potential and gain valuable insight into a company that values excellence, teamwork, and professional growth. Old Dominion Freight Line, Inc. is currently recruiting Management Trainees who will receive hands on training in all wage and salaried jobs to learn to manage a shift or an operational area in a service center. Once hands-on training is completed in each area the trainee fills in as a supervisor on various shifts and departments. The trainee will learn to manage a shift while emphasizing safety, quality, efficiency, service and delivery. The trainee also completes assignments while being assessed through knowledge indicators, writing papers, viewing management videos, recommending process improvements on operating procedures. Participates in Old Dominion Truck Driving Training program to receive a CDL license, participates in forklift training program and management and leadership training courses as scheduled. Responsibilities Complete shift manager's training as an understudy with an experienced manager or supervisor. Trainees will complete forklift job training knowledge and production exercises on all jobs within the service center. Trainees will participate in ODTDT (Old Dominion Truck Driving Training) program to obtain CDL license. Fill in as a supervisor on various shifts and departments. Completes department/area knowledge indicators and develops new indicators as well as process and procedure changes. Works in AS400 moving freight as needed throughout the system and maintains records of efficiency, quality, cost, hot loads, missed loads, etc. Works in Workday as needed to update payroll and employee information. Writes and submits monthly activity reports. Assigns work to employees according to daily schedule. Makes quick and informed decisions based on the volume levels and communicates schedule to affected employees. Inspects working conditions of tools and equipment needed for safe operation within the area and directs the correction of any improper or adverse condition that exists. Approximately 15% travel to other service centers to learn the operations and supervise in a different environment. Qualifications Education: Bachelor's degree Good working knowledge of computer/PC software (WORD, EXCEL). AS400 background helpful. Good communications skills, both Oral and Written Solid work history (if applicable) Professional appearance Must be open to relocation when trainee program is completed. Compensation Range: The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level, and state/local wage requirements. $62,400 - $65,520 Working Days: Shift and hours to be determined. Working Shift: Shift and hours to be determined. Work Days and Shift are estimates and are subject to change, at any given time, based on job scheduling and/or business levels. Any information listed regarding Days and Shifts shall be considered a guideline of expectations for the specific position at the time of posting. Join the OD Family Today! As a Full Time member of our Family, you and your family are eligible to receive: Great Health Benefits including a Zero premium medical plan for employee only coverage Vision & Dental Short Term & Long Term Disability Flex Spending Accounts 401k Retirement plan with company match and additional company annual discretionary match opportunity Life Insurance Wellness Program Tuition Reimbursement for Drivers and Technicians Training and growth opportunities to build a career We prioritize our OD family of employees Ability to advance through our promote from within philosophy National Career Opportunities Available at our 260+ service centers Old Dominion Freight Line, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, and/or gender expression, sexual orientation, age, disability, pregnancy, genetic information, military status, Vietnam Era and/or veteran status, or any other characteristic protected by applicable law(s). If you have questions regarding this posting or require assistance with the application process, please click here for contact information.

Posted 2 weeks ago

Vizient logo

Vice President, Account Management

VizientCentennial, CO

$160,000 - $220,000 / year

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future. Vice President, Account Management The Organization We help society's foundational healthcare institutions to achieve their full potential in service to others. We are our clients' trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems. Kaufman Hall provides world-class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement, and Clinical Solutions. At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance. The Position Kaufman, Hall & Associates, LLC, is seeking a Vice President, Account Management, who will lead the Consulting Business Unit's account management function and oversee a dedicated team responsible for strategic account planning and coordination across approximately 450 priority accounts. This role will establish the structure, methodology, and tools that drive client alignment, strengthen relationships, and support revenue growth. The Vice President will partner closely with senior leadership and practice leaders to ensure account management discipline is embedded across the organization, enabling consultants to focus on strategic engagement and delivery excellence. Key Responsibilities Provide overall leadership and direction for the Account Management function, including direct oversight of AVPs, Senior Associates, and supporting resources Ensure the account management team is equipped with the tools, processes, and training needed to execute account planning, manage client intelligence, and coordinate across practices and departments Partner with SVP of Sales and Delivery Enablement, Managing Directors, SVPs, and Vizient Enterprise Principals to align client priorities, business development pursuits, and delivery outcomes Design and oversee the account management methodology, including account planning, account plan/frames, documentation, and reporting processes Drive strategic planning discipline across priority accounts, ensuring consistency, clarity, and alignment with KH account teams Oversee preparation and facilitation of account team meetings, ensuring clear agendas, documentation of priorities, and actionable follow-up Ensure CRM and reporting tools capture accurate and actionable client intelligence (account plans, relationship maps, pursuit tracking, and risks/opportunities) Represent the account management function in collaboration with Consulting, Sales & Delivery Enablement, Enterprise Principals, and Consulting Practice Leaders Mentor and develop account management staff, fostering a high-performance and collaborative team Qualifications The ideal candidate will have a background in account management, client relationship development, or consulting leadership with demonstrated success building and leading high-performing teams. In addition, the successful candidate will possess the following: 12+ years of relevant and related experience Strong leadership skills with the ability to manage, mentor, and develop diverse teams Proven ability to build and sustain trusted client relationships across complex organizations Excellent organizational skills and experience implementing structured account management processes Proficiency with Microsoft Word, Excel, and PowerPoint Familiarity with CRM systems and client intelligence tools, with experience in Microsoft Dynamics preferred Exceptional written and verbal communication skills with the ability to present confidently to executive-level audiences Strategic mindset with strong analytical and problem-solving skills High level of integrity, professional judgment, and collaborative approach Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Kaufman Hall (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status) Education Bachelor's degree required Physical Requirements Must be able to perform essential duties satisfactorily with reasonable accommodations Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading Work Environment Travel Required: Occasional 0-10% The role is based in Chicago or Denver and requires 3 days per week in office. Work is regularly performed in a combination of office and home office settings, and routinely uses standard office equipment It may require the maintenance of a home office and proximity to an airport for work-related travel Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual's associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status. The current base salary range for this role is $160,000-$220,000. Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $0.00 to $0.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

Posted 30+ days ago

US Bank logo

Wealth Management Advisor

US BankIowa City, IA

$65,000 - $80,200 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bank's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services Extensive knowledge of private banking products and services, including credit processes and policies Ability to effectively present investment strategies to clients and maintains a holistic approach to planning Strong relationship management, sales and new business development skills Well-developed analytical and problem-solving skills Excellent interpersonal, verbal and written communication skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

D logo

Production Supervisor/Manager [Management Consultant]

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

Posted 30+ days ago

D logo

Distribution Supervisor/Manager (Management Consultant)

Dewolff Boberg & AssociatesCleveland, OH
With over 35 years of cross-industry management consulting experience, DeWolff, Boberg & Associates has successfully provided services to a variety of clients worldwide and has conducted over 700 projects in 20 countries. Management Consultants gain exposure to Fortune 500 companies in various industries and work side by side, "on the floor", coaching frontline managers and supervisors in behavioral changes that drive sustainable performance and financial improvements. Armed with training in our proven methodology and the knowledge gained as previous business leaders, Management Consultants customize solutions for our client's existing people, processes and business environments to help them achieve dramatic improvements in productivity, quality, service and profitability. This position requires 100% weekly, Sunday-Friday travel to designated project locations. We focus on implementation and transformational change and deliver value by: Professionally service client organizations to solve business issues, create value, maximize growth and improve overall performance for sustainability Quickly become familiar with client business challenges and technologies to understand the environment for behavioral changes Gather, organize and analyze data regarding key business drivers to present information in a manner that is meaningful to clients by using metrics and analytics to guide organizational decision-making Thoroughly understand client resource utilization to identify waste in time and resources to provide operational and performance improvement opportunities Openly, respectfully and professionally discuss business and organizational shortcomings with clients to provide valuable feedback and influence solutions for long-term sustainability Empower frontline accountability of actions, roles and responsibilities by guiding clients through self-explorations of their business segments and staff utilization Collaborate with frontline leaders on a daily basis to improve leadership and management behaviors Effectively coach clients to approach their business issues as forward thinkers to exude confidence for improving behaviors and process efficiencies Assist the client with tool building and/or modification Foster a spirit of teamwork and unity among project team members that allows for healthy disagreements - expeditiously resolve conflicts by approaching with positive cohesiveness, supportiveness and working effectively together to enable the overall team to succeed Travel And Per Diem All travel reward points and air miles earned personally belong to each Management Consultant and can be used as preferred Weekend travel flexibility including company paid companion flights or other city destination accommodations All employees are eligible to receive a pre-tax $590.00 biweekly travel reimbursement per diem while working at a client site provided they stay at project site hotel A pre-tax $180.00 biweekly allowance is included for parking and transportation fare to and from employees' home airport Benefits DB&A has a competitive benefits package and offers 2 plan options that pays 100% of medical premiums for employee Medical, dental, vision, short & long-term disability Insurance, FSA, 401(k) Two weeks paid vacation+ one week paid PTO + paid year-end holiday closure Advancement Opportunities At DB&A, our people are our greatest asset which is why we believe strongly in the internal growth and development of our employees. As a Management Consultant, individuals have the opportunity to drive their careers based on performance and contributions. We offer a three-tier Consultant Career Track and a Project Manager Career Track with the ability to advance directly from Senior Consultant to Project Manager. As a Project Manager, there is also upward potential to become a Chief of Operations and/or a Shareholder of DB&A. Our remarkable team consists of highly competitive and committed business professionals who are passionate about building life-long rewarding careers with us. Professional Requirements Bachelor's Degree from an accredited university Minimum of 5 years of direct supervision and management experience (Manufacturing, Distribution, or Engineering industries preferred) Demonstrated ability to manage conflict, build consensus and facilitate problem-solving and collaboration amongst cross functional teams Strong observation, analytical, numerical reasoning, business acumen and leadership skills Strong facilitation skills and ability to build relationships and interface with clients at all levels of the organization Ability to balance delivery of results, problem solving and client management Ability to juggle many responsibilities at one time to effectively partner with clients throughout the project lifecycle Develop a high level of personal and professional credibility with all levels of the organization and external client Ability to adapt to fast-paced, high pressure and changing environments Exceptional communication (verbal, written and presentation) skills Ability to succeed in a team environment and deliver/receive daily constructive feedback Advanced proficiency in MS Office Suite specifically Excel Ability to pass a pre-employment background, criminal, financial/credit and drug screening The Equal Employment Opportunity Policy of this corporation is to provide a fair and equal employment opportunity for all job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Our corporation hires and promotes individuals solely on the basis of their qualifications for the job to be filled. This corporation believes that all employees should be provided with a work environment which enables each team member to be productive and to work to the best of his/her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color religion, national origin, gender, sexual orientation, age, marital status or disability. We expect and require the cooperation of all employees in maintaining a discrimination and harassment-free atmosphere.

Posted 30+ days ago

U logo

Materials Management Clerk

University of Miami Miller School of MedicinePlantation, FL
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet. Materials Management Clerk 1 & 2 Multiple Openings* The University of Miami/UHealth department of Supply Chain has exciting opportunities for Full Time Materials Management Clerk 1 and 2 to work at the UHealth Medical Campus/Satellite locations. The Materials Management Clerk performs functions related to the receipt and distribution of supplies in assigned facilities. Specifically, the Material Management Clerk receives, inspects, and restocks inventory items. Checks expiration dates on supplies in inventory and rotates supplies. Assists in the unloading and unpacking of inventory items as they are received. Notifies to appropriate managing staff of any issues, such as overstocking and discrepancies. Fills tickets and requisitions, and delivers supplies to appropriate location in a timely manner. Assures that supplies are charged appropriately on the day of delivery. Prints and places appropriate labels on inventory packages. Ensures that receiving and order paperwork is accurate and preserved appropriately. Adheres to University and unit-level policies and procedures and safeguards University assets. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. Core Qualifications-Materials Management Clerk 1 High School diploma or equivalent Minimum 1 year of relevant experience Core Qualifications Materials Management Clerk 2 High School diploma or equivalent Minimum 2 year of relevant experience Knowledge, Skills and Attitudes: Skill in completing assignments accurately and with attention to detail. Ability to analyze, organize and prioritize work under pressure while meeting deadlines. Commitment to the University's core values. General knowledge of office procedures and operations. Skill in data entry with minimal errors. Any relevant education, certifications and/or work experience may be considered. The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more. UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for. The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information. Job Status: Full time Employee Type: Staff Pay Grade: H2

Posted 30+ days ago

Waystar logo

Director Of Product Management

WaystarLouisville, KY
ABOUT THIS POSITION Waystar is seeking a Director of Product Management to join the team. Reporting to the Vice President, Product Strategy, The Director of Product Management will lead the Aware CDI team of product managers and ensuring that the company's software products meet the needs of customers and achieve business goals. This role requires a deep understanding of the healthcare industry, a strong track record in product management, and the ability to lead and motivate a team. WHAT YOU'LL DO Lead the product management team in developing and executing the product roadmap Work with engineering, data science, UX design, and product marketing teams to bring new products to market Conduct market research and analysis to identify customer needs and opportunities Define product requirements and specifications Manage the product development process from ideation to launch Track product performance and make data-driven decisions Mentor a team of Product Managers and furnish them with resources, tools, and uniform processes to be successful Work with sales and customer support teams to ensure customer satisfaction Stay up-to-date on the latest trends in healthcare technology Collaborate with other directors and executives to align product strategy with the company's overall goals WHAT YOU'LL NEED Bachelor's degree in computer science, business, or a related field 10+ years of experience in product management, with a focus on healthcare technology Strong understanding of the healthcare industry Proven track record of success in leading and motivating a team Excellent communication and interpersonal skills Ability to work independently and as part of a team Passion for healthcare and technology High emotional intelligence and relationship skills, and an ability to read and adapt to changing environments ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS Competitive total rewards (base salary + bonus, if applicable) Customizable benefits package (3 medical plans with Health Saving Account company match) We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays Paid parental leave (including maternity + paternity leave) Education assistance opportunities and free LinkedIn Learning access Free mental health and family planning programs, including adoption assistance and fertility support 401(K) program with company match Pet insurance Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 1 week ago

State Street Corporation logo

Quantitative Risk, Model Risk Management, Vice President

State Street CorporationStamford, CT

$120,000 - $202,500 / year

JOB DESCRIPTION As part of State Street's Model Risk Management (MRM) function, the Model Risk Governance Team is charged with a number of responsibilities including owning the firm's model risk management framework, performing model validation review activities, providing guidance on appropriate model usage in the business context, managing the firm's model inventory, evaluating ongoing model performance testing, and ensuring that model users are aware of the model strengths and limitations. State Street is seeking a VP to join its Model Risk Governance Team based in Boston, MA. The VP of Model Risk Governance will be responsible for coordination, planning, and execution of regulatory, control, audit, and risk initiatives and deliverables across a wide range of model risk activities. Possible examples of work product include enhanced Board of Directors reporting, further refinement of the evaluation and assessment of aspects of model risk, Model Risk Committee forward agenda planning and management, regulatory compliance assessments of SR 11-7 and additional global regulations and ensuring model guideline compliance with emerging machine learning-based models. Job Qualifications: Bachelor's degree. Finance, engineering, or quantitative discipline preferred; CFA or an advanced degree a plus as well 5+ years of program management, risk management, or consulting experience required 3+ years of experience in the development and management of models strongly preferred Proficiency in Excel / PowerPoint / MS Applications Experience with project management software and approaches required Strong communication, presentation, and influencing skills demonstrated across boundaries and multiple layers within an organization - from model owner teams to senior executives Demonstrated ability to win trust and respect of colleagues and business partners High results orientation and can-do attitude Demonstrated strong analytical abilities and reasoning skills Team player in a fast-paced, high-energy environment Ability to handle multiple concurrent tasks and changing priorities Excellent organization skills, including attention to detail Salary Range: $120,000 - $202,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Posted 1 week ago

E logo

Director, Risk Management - Platform Transformation

Early Warning Services, LLCNew York City, NY

$154,000 - $232,000 / year

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze℠, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses. Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment. Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship. Overview The Director of Transformation Risk & Technology Controls serves as the first line risk leader embedded within the transformation and modernization programs. Partnering closely with the Head of Transformation Management- Product, Engineering, Data, and Operations leaders, this role is accountable for operationalizing risk management, ensuring regulatory compliance, strengthening control design, and protecting customer outcomes during platform modernization, migrations, and large-scale data movement initiatives. This leader brings deep experience in cloud platforms, technology controls, data risk, and regulatory expectations, translating enterprise risk requirements into practical, executable controls that enable speed without sacrificing safety. Key Responsibilities Technology, Cloud & Platform Risk Management: Act as the primary first line risk owner for transformation initiatives, accountable for identifying, assessing, and managing risks introduced by platform modernization, cloud adoption, and operating model change. Embed risk management directly into transformation planning, execution, and go-live decisioning, not as a gate, but as an enabler of safe delivery. Ensure transformation initiatives align with Early Warning's enterprise risk appetite, technology risk standards, and regulatory obligations. Lead risk assessments for new platforms, technologies, and architectural changes, including cloud-native services, third-party integrations, and distributed systems. Assess and oversee control design and effectiveness across: Cloud infrastructure and services Identity and access management Data movement and storage Platform resiliency, availability, and failover Partner with Engineering and Architecture teams to ensure secure-by-design and resilient-by-design solutions throughout transformation. Conduct and maintain end-to-end risk assessments for: Platform migrations Product modernization Data migrations and large-scale data movement Decommissioning of legacy systems Support go-live readiness decisions with documented risk posture, residual risk acceptance, and mitigation status. Platform Migration and Transformation Review and challenge alerting, monitoring, and operational run books for new platforms and technologies to ensure: Meaningful detection of failures and anomalies Clear escalation paths and ownership Alignment with availability, resiliency, and customer impact expectations Validate that monitoring controls adequately support regulatory, audit, and operational requirements. Ensure transformation initiatives comply with applicable regulations and frameworks, including but not limited to: PCI DSS SOC 2 FFIEC Data protection and privacy requirements Lead risk management activities related to large-scale data movement, data lineage, and data integrity during transformation. Assess risks associated with metadata management, including: Data classification and sensitivity Lineage and traceability Control coverage for metadata repositories and tools Ensure data risk considerations are embedded into platform design, migration planning, and analytics enablement. Cross-Functional Partnership Ensure end-to-end testing strategies account for cross-platform dependencies, failure scenarios, and customer impact. Validate that control requirements are incorporated into testing plans and that identified gaps are addressed prior to production release. Support post-implementation reviews to confirm risk outcomes align with expectations. Operate as a trusted risk partner to: Head of Transformation Management- CertosSM Product and Engineering leadership Cloud, Infrastructure, and Data teams Translate enterprise risk expectations into actionable guidance for delivery teams without slowing execution. Provide clear, concise risk reporting to transformation leadership and executive stakeholders The base pay scale for this position in: Phoenix, AZ in USD per year is: $154,000 - $193,000. New York, NY in USD per year is: $186,000 - $232,000. Additionally, candidates are eligible for a discretionary incentive plan and benefits. This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes. Some of the Ways We Prioritize Your Health and Happiness Healthcare Coverage- Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses. 401(k) Retirement Plan- Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility. Paid Time Off- Flexible Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. 12 weeks of Paid Parental Leave Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest. Our team can share more during the interview process! Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees. Early Warning Services LLC is a proud participant in E-Verify, a federal program to help ensure a legal and authorized workforce. As part of our hiring process, we electronically verify the employment eligibility of all new hires through E-Verify. For more information on your rights and responsibilities under E-Verify please visit Home | E-Verify.

Posted 3 days ago

The Buckle logo

Sales And Management Intern

The BuckleCedar Falls, IA
Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission statement, "to create the most enjoyable shopping experience possible for our Guests." Additionally, Sales and Management Interns perform a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Work closely with the Store Manager to develop an understanding of how Buckle's retail business works and what it takes to excel in management. Essential Duties and Responsibilities This description intends to describe the general nature and level of work performed by Teammates assigned to this job. It is not intended to include all duties, responsibilities and qualifications. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sales Generation and Guest Service Greet Guests with a friendly, engaging attitude, and is consistently prepared to provide legendary service to each Guest Answer questions regarding the store and its merchandise Recommend, select, and help locate or obtain merchandise based on Guest needs and desires Anticipate and fulfill Guest's needs by suggesting additional items and creating a wardrobing experience Demonstrate product utilizing product knowledge and sales education, consistently sharing that knowledge and education with Team Maintain and share knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices Achieve personal sales-per-hour, average sales and total net sales goals set by Store Management Provide legendary service throughout the store in these top four areas: Front 5, sales floor, fitting rooms, and the register area Help Guests try on or fit merchandise Check out and bag purchases Prepare merchandise for alterations Knowledgeable of all exchange and return procedures for Guests Fill out and effectively use the Sales Presentation Guide (SPG) daily to accomplish goals Meets or above performance standards in all Buckle business builders and guest loyalty including fit appointments, Buckle credit card and guest connect. Place Special Orders or call other stores to find desired merchandise Maintain and build good Guest relationships to develop a client based business Develop and maintain knowledge of Buckle's customer service expectations in order to meet the needs of every Guest Consistently maintain high standards, whether or not the Manager is present Teammate Recruiting, Training and Development Consistently recognize recruiting opportunities by utilizing Jobs & Careers cards, email referrals and Teammate Recommend Maintain a positive attitude at all times creating a positive floor culture Visual Merchandise Management Present merchandise in a manner that will maximize sales and achieve optimum merchandise turn Stay current on product range Work with other Teammates and Guests to identify product improvements, new product ideas and new product feedback Ensure sales floor is consistently sized and new freight is appropriately displayed Operations Ability to work a flexible schedule, which may include mornings, evenings, and weekends, and the day of/day after Thanksgiving and Christmas, based upon store and business needs Open and close cash registers, use magnetic card readers, perform tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits Watch for and recognize security risks and thefts, and know how to prevent or handle these situations Follow all Loss Prevention guidelines, including daily bag and purse checks Develop and maintain knowledge of Point of Sale ("POS") procedures Understand and execute all policies regarding payments, exchanges and Loss Prevention practices Perform merchandising tasks, such as handling freight, re-merchandising, preparing displays, completing price markdowns, and transfers Consistently maintain a clean, organized, and shoppable store to fulfill Buckle's mission statement Provide feedback to Store Manager and Leadership Team regarding merchandise handling concerns Communicate any policy violations and Teammate or Guest concerns to Store Manager, District Manager, and/or Human Resources in a timely, confidential manner Understand and apply the Buckle's Code of Ethics and all Buckle's policies, procedures, and handbooks Additional duties as assigned Internship Duties Complete Teammate Orientation, Beginning Leadership, and Recruiting, Interviewing and Hiring sections of the Buckle Management Manual Provide weekly reports and progress updates to the Area Manager and District Manager Develop an understanding of Buckle's products, sales presentation and merchandising process Put knowledge into action by managing a product category - set sales goals, educate teammates and track your own results Lead and motivate the team by tracking the specific department or company tool through Performance Tracker. Examples include: Build a Specific Denim Brand Tops Accessories Shoes Buckle Card Activewear Outerwear Swimwear Develop recruiting, merchandising and leadership skills Actively participate monthly in conference calls Take ownership and responsibility for all required assignments within the Internship. Fulfill mission statement by performing job duties with a high level of customer service while contributing to a positive team spirit. Special projects and other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Part-time Benefits Benefits Available (after applicable waiting period): Teammate Discount Performance Bonuses Employee Assistance Program 401(k) (subject to additional requirements) Paid Sick Time (where required by state) Education and/or Experience In pursuit of a Bachelor's degree from a four-year college or university in relevant field of study; no prior experience or training necessary. Additional Qualifications Interested in long-term commitment with Buckle No visa sponsorship is available Physical Demands The physical demands described here are representative of those that must be met by a Teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the Teammate is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and jump; stoop, kneel, crouch, or crawl and talk or hear. The Teammate is occasionally required to sit. Physical ability to lift and maneuver 50 lbs throughout the store and backroom. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment While performing the duties of this job, the Teammate regularly works in a retail store setting. The noise level in the work environment is usually moderate. Equal Employment Opportunity Buckle is committed to hiring and developing the most qualified Teammates from the available workforce in the communities we serve. Equal employment opportunity has been, and will continue to be, a fundamental principle at Buckle, where employment is based upon personal capabilities and qualifications without discrimination and retaliation because of veteran status, uniformed service member status, race, color, national origin or ancestry, creed, religion, sex, sexual orientation, gender identity or expression, age, pregnancy (including childbirth, lactation, and related medical conditions), national origin or ancestry, physical or mental disability, genetic information (including characteristics and testing), or any other protected characteristic as established by applicable local, state, or federal law. For state specific information, refer to the Teammate Center. #LI-Onsite

Posted 3 days ago

US Bank logo

Senior Audit Manager - Wealth Management, Capital Markets And Commercial Compliance

US BankIrving, TX

$149,515 - $175,900 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Corporate Audit Services (CAS) Senior Audit Manager - Wealth, Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/Senior Audit Director of the Risk Management and Compliance audit team. This role supports the Audit Director/Senior Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of U.S. Bancorp (USB), affiliates, wholly owned subsidiaries and entities where USB owns a majority (controlling) interest. The Senior Audit Manager is responsible for providing strategic direction, leadership, and coordination of compliance risk coverage for USB's Wealth, Commercial, Capital Markets business lines with demonstrated expertise and the ability to effectively communicate requirements of laws and regulations to non-compliance business partners and key stakeholders in the following areas: Wealth Management laws and regulations (e.g., Broker Dealer, Trust Services, Wealth Management, Securities and Exchange Commission (SEC) Regulations, Financial Industry Regulatory Authority (FINRA) Regulations, 12CFR9 Regulation, Investments, Wealth Operations, Private Banking) Capital Market laws and regulations (e.g., Broker Dealer, Trust Services, Wealth Management, SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations, Private Banking) Laws and regulations applicable to Corporate and Commercial Banking business lines The Senior Audit Manager also has strong knowledge of Compliance Management Systems. Corporate Compliance (CC) is responsible for developing, maintaining, and tracking the implementation of CC Policies, Procedures, and Country Requirements. CC oversees USB's compliance with applicable laws and regulations through execution of the compliance risk management framework across the first and second lines of defense, including: risk identification, change management, risk assessments, management reporting, and provide consultation and credible challenge to support the development of effective business line control environments subject to compliance risk. We are seeking an experienced senior business audit executive that has strong knowledge of audit, risk management, and regulatory expectations (e.g., Office of the Comptroller of Currency's Heightened Standards and Federal Reserve Board's Large Financial Institution Rating System) at large financial institutions. This individual will have skills and experience to effectively manage deliverables, own and lead the compliance risk management audit plan, provide oversight of audit activities over the risk management activities mentioned above, and deliver updates to operating committees, senior management and key stakeholders. Primary Responsibilities Coordinating with the Audit Director/Senior Audit Director in developing and driving the execution and coordination of the risk-based Annual Audit Plan for Wealth, Commercial, Capital Markets. Includes identifying auditable entities and assessing compliance risk across all auditable entities; determining appropriate audit cycles and audit strategy for the compliance risk framework; and determining necessary audit resources and estimated expenses associated with completion of a forward looking 12-18-month audit plan. Maintaining an effective Continuous Monitoring Program which monitors key risks within auditable entities across multiple business lines and identifies any key emerging/evolving risks by routinely interfacing with independent peer banks on regulatory trends and industry events. Also includes monitoring adequacy of CAS resources and adjusting the audit plan when appropriate and communicating key results of Continuous Monitoring to applicable members across CAS. Lead a team of managers and audit professionals and is expected to recruit, hire, and develop assigned personnel in accordance with U.S. Bank Human Resources Policies and Corporate Audit Services Policies, Standards and Guidelines. These duties include active participation in recruiting activities; establishing and managing development plans for assigned personnel; and providing quarterly performance feedback and annual performance evaluations for assigned personnel. Also includes addressing performance problems promptly. Supervise audit managers in the completion of audit engagements, ensuring the highest quality of work is delivered timely. Supervision includes: Coordinating with senior audit managers and managers to plan audit engagements. Ensuring reviews are performed to ensure audit engagement work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures. Reviewing audit reports which communicate audit opinions and audit issues in a timely, clear, and concise manner. Monitoring progress of audit engagements against plan and schedule and working with senior audit managers/audit managers to make necessary adjustments. Supporting the Audit Director/Senior Audit Director by creating and ensuring board, committee and other stakeholders reporting for completeness, consistency with other internal audit material and accuracy of the most up-to-date information. Overseeing ongoing progress and remediation by management for all outstanding operations issues across the entire enterprise and supporting other Senior Audit Directors/Audit Directors. Presenting as needed at Sr. Operating Committee and Sub-Committee meetings. Develop and deepen relationships through regular interactions with key internal and external stakeholders that include but are not limited to: senior management; internal control partners; regulatory agencies; external auditors; external subject matter experts; and industry peers. This includes regular participation within industry peer groups. Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (e.g., Business Lines, Technology, Anti-Money Laundering, Model, Risk Management, Data, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk. Drive automation and data analytics opportunities within their portfolio. Performing other duties as requested by Audit Director/Senior Audit Director. Preferred Skills/Experience Bachelor's degree, or equivalent work experience Typically more than 10 years of applicable experience Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business Advanced understanding of the business line's operations, products/services, systems, and associated risks/controls Thorough knowledge of Risk/Compliance/Audit competencies Strong leadership and management skills of processes, projects and people Effective written and verbal communication skills Strong analytical, problem-solving and negotiation skills Proficient computer skills, especially Microsoft Office applications Applicable professional certifications Location Expectations This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $149,515.00 - $175,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

GuidePoint Security logo

Case Management Engineer (Ts/Sci CI Poly)

GuidePoint SecurityReston, VA
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. By taking a three-tiered, holistic approach for evaluating security posture and ecosystems, GuidePoint enables some of the nation's top organizations, such as Fortune 500 companies and U.S. government agencies, to identify threats, optimize resources and integrate best-fit solutions that mitigate risk. This role requires someone working onsite in DC/Reston/Quantic/College Park. A TS/SCI CI Poly is required. We are looking for a Backend Security Engineering Case Management Engineer to architect and implement the backend foundation of our next-generation case management platform. This role is focused on backend systems design, data architecture, integration engineering, and workflow enablement, ensuring the platform serves as a scalable, extensible system-of-record for security programs. Responsibilities include collaborating with program architects to design the backend infrastructure for a modern security case management solution, including data models, storage layers, metadata standards, and service orchestration. Establishing engineering standards for API design, data handling, security, error management, and auditability. Designing and implement high-performance APIs, microservices, and system components that support case lifecycle workflows. Building the foundational taxonomy and object models for cases, entities, evidence, workflows, and automation triggers. Driving platform scalability, reliability, and performance through best-practice engineering patterns. Developing backend integrations between the case management platform and security tools such as SIEM, EDR, vulnerability management platforms, threat intelligence sources, identity systems, and ticketing/ITSM platforms. Building and maintaining API services, event pipelines, data ingestion jobs, and synchronization services. Implementing automated backend workflows to support case routing, enrichment, evidence linkage, and cross-platform data federation. Ensuring the platform adheres to industry security practices, including authentication, authorization, and secure data transmission. Maintaining documentation including backend architecture diagrams, schema definitions, integration specs, and operational runbooks. Collaborating with frontend teams, product owners, and platform architects to ensure cohesive end-to-end system design. Basic Qualifications: 5+ years of backend engineering or platform engineering experience. Strong proficiency in backend languages (e.g., Python, Java, Go, Node.js). Demonstrated experience architecting or integrating with workflow, case/ticketing, or automation platforms (e.g., ServiceNow, Jira, TheHive, custom-built systems). Deep experience designing APIs (REST, GraphQL) and event-driven systems. Strong skills in integrating complex systems using APIs, message queues, streaming platforms, and ETL pipelines. Solid knowledge of security engineering concepts, secure coding standards, and platform hardening for highly regulated environments (e.g. DoD, Energy, Finance). Active TS/SCI clearance; willingness to take a polygraph exam Associate's degree and 5+ years of experience supporting IT projects and activities, Bachelor's degree and 3+ years of experience supporting IT projects and activities, or Master's degree and 1+ year of experience supporting IT projects and activities. Years of experience may be accepted in lieu of degree. DoD 8570.01-M Information Assurance Technician (IAT) Level II Certification, including Security+ CE, CCNA-Security, GSEC, SSCP, CySA+, GICSP, or CND Certification Ability to obtain a DoD 8570.01-M Cybersecurity Service Provider - Infrastructure Support Certification, including CEH, CHFI, CFR, Cloud+, or CND certification within 30 days of start date Additional Qualifications: Strong architectural and system design capabilities Ability to translate platform requirements into scalable backend implementations Strong attention to detail with a focus on reliability and maintainability Excellent communication and cross-functional collaboration Database expertise (SQL and NoSQL), schema design, and performance optimization. Exposure to cloud-native architecture in AWS, GCP, or Azure. Familiarity with data modeling for security or operational systems. We use Greenhouse Software as our applicant tracking system and Zoom Scheduler for HR screen request scheduling. At times, your email may block our communication with you. Please be sure to check your SPAM folder so that you don't miss updates on your application. Why GuidePoint? GuidePoint Security is a rapidly growing, profitable, privately-held value added reseller that focuses exclusively on Information Security. Since its inception in 2011, GuidePoint has grown to over 1,200 employees, established strategic partnerships with leading security vendors, and serves as a trusted advisor to more than 6,200 customers. Firmly-defined core values drive all aspects of the business, which have been paramount to the company's success and establishment of an enjoyable workplace atmosphere. At GuidePoint, your colleagues are knowledgeable, skilled, and experienced and will seek to collaborate and provide mentorship and guidance at every opportunity. This is a unique and rare opportunity to grow your career along with one of the fastest growing companies in the nation. Some added perks…. Remote workforce primarily (U.S. based only, some travel may be required for certain positions, working on-site may be required for Federal positions) Group Medical Insurance options: Zero Deductible PPO Plan (GuidePoint pays 90% of the premium for employees and 70% for family plans (spouse/children/family) or High Deductible Health Plan with HSA (GuidePoint pays 100% of the employees premiums and 75% for family plans (spouse/children/family). If you choose the High Deductible / HSA plan, GPS will contribute in 4 equal quarterly installments: ($850 per EE annually / $1750 per family annually (includes spouse/children/family options) Group Dental Insurance: GuidePoint pays 100% of the premium for employees and 75% of family plans 12 corporate holidays and a Flexible Time Off (FTO) program Healthy mobile phone and home internet allowance Eligibility for retirement plan after 2 months at open enrollment Pet Benefit Option

Posted 30+ days ago

Humana Inc. logo

Manager, Care Management

Humana Inc.Paxton, IL

$86,300 - $118,700 / year

Become a part of our caring community and help us put health first Humana Gold Plus Integrated is looking for Managers of Care Management who will lead teams of nurses, care coordinators and behavioral health professionals responsible for care management. The Manager, Care Management, works within specific guidelines and procedures; applies advanced technical knowledge to solve moderately complex problems; receives assignments in the form of objectives and determines approach, resources, schedules, and goals. Decisions are typically related to resources, approach, and tactical operations for projects and initiatives involving own departmental area. The Manager, Care Management supervises, direct and evaluate a diverse group of health care professionals to assure effectiveness of care coordination activities. Leads cross-functional collaboration through regular briefings and area meetings; maintains ongoing communication with departmental managers to ensure alignment and operational efficiency. Identify members for specific case management and / or disease management activities. Monitors case management activities, post-discharge calls, discharge planning and pre-assessment of elective admissions. Develop system-view recommendations, reports trends and implement appropriate actions to control trends. Develop audit plans and tools for teams to ensure compliance with state contracts on performance metrics and to ensure member needs are met. Develop reporting tools in collaboration with leadership to identify clinical performance. Interviews, hires, mentors, evaluates, coaches and manage performance for a diverse care coordination team. Onboards new associates including but not limited all pre-employment human resource tasks, ordering software, hardware, supplies and support technologies. Monitors performance of staff including service performance and adherence to established utilization and care coordination benchmarks. Use your skills to make an impact Required Qualifications Applicants must reside in the state of Illinois within one of the following counties OR within a 30‑mile radius in a bordering county: Champaign, Coles, De Witt, Douglas, Ford, Livingston, Macon, McLean, Moultrie or Piatt. An active, unrestricted, Registered Nurse (RN) license, Licensed Clinical Social Worker (LCSW) OR Licensed Clinical Professional Counselor (LCPC) in the state of Illinois. Five (5) or more years of professional experience working in the health care industry and/or in care management. Two (2) or more years of leadership experience. Comprehensive knowledge of all Microsoft Office applications, specifically Word, Excel, and PowerPoint. Ability to use a variety of electronic information applications/software programs including electronic medical records. Proficiency in analyzing and interpreting data trends. This role is considered patient facing and is part of Humana's Tuberculosis (TB) screening program. If selected for this role, you will be required to be screened for TB. Ability to travel throughout the state of Illinois. This role is part of Humana's driver safety program and therefore requires an individual to have a valid state driver's license and are expected to maintain personal vehicle liability insurance. Individuals must carry vehicle insurance in accordance with their residing state minimum required limits, or $25,000 bodily injury per person/$25,000 bodily injury per event /$10,000 for property damage or whichever is higher. Preferred Qualifications Advanced degree in nursing or business health field. Certified Case Manager (CCM). Previous experience working in a managed care field. Five (5) or more years of previous management/supervisor level experience to include hiring, training, mentoring and coaching associates. Prior experience with healthcare quality measures STARS, HEDIS, etc. and/or clinical program monitoring/evaluation. Knowledge of community health and social service agencies and additional community resources. Bilingual or Multilingual: English/Spanish, Arabic, Vietnamese, Amharic, Urdu or other- Must be able to speak, read and write in both languages without limitations and assistance. See "Additional Information" section for language assessment information. Additional Information Workstyle: This is a remote position that requires travel. Travel: 50 - 75% field-based interactions conducting care team oversight visits, meeting with members and/or their families, community partners and other care teams. May need to attend occasional onsite meetings in Humana's Illinois locations. Mileage Reimbursement for Travel: Mileage reimbursement is provided for work-related travel. Eligible mileage includes travel from your home to your first work location, travel between client or assignment locations during the workday, and travel from your final work location back to your home. Typical Workdays and Hours: Monday- Friday 8:00 AM - 5:00 PM CST. May need to be provide flexibility with work schedule based on business needs. Direct Reports: Up to 15 associates. Language Assessment Statement: Any Humana associate who speaks with a member in a language other than English must take a language proficiency assessment, provided by an outside vendor, to ensure competency. Applicants will be required to take the Interagency Language Rating (ILR) test as provided by the Federal Government. WAH Internet Statement To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. Satellite, cellular and microwave connection can be used only if approved by leadership. Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information. Interview Format As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule. Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. Scheduled Weekly Hours 40 Pay Range The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $86,300 - $118,700 per year This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance. Description of Benefits Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. About us Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large. Equal Opportunity Employer It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Posted 1 week ago

PwC logo

Asset & Wealth Management - Renewable Energy Tax Senior Manager

PwCRaleigh, NC

$124,000 - $335,000 / year

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior 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 Senior 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. 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. Global LoS Tax Job Requirements and Preferences Basic Qualifications Minimum Degree Required (BQ) Bachelor Degree Required Field(s) of Study (BQ) Accounting Minimum Year(s) of Experience (BQ) 5 year(s) Certification(s) Required (BQ) CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications Preferred Knowledge/Skills Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds: Leveraging knowledge of structuring of funds and fund management companies to limit tax liability; Possessing in-depth knowledge of alternative investment strategies and vehicles; and, Utilizing in-depth tax technical skills, including partnership tax forms. Demonstrates in-depth experience identifying and addressing client needs: Experience with complicated partnership structures; Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; Showcasing a desire to learn more about the renewable energy industry 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; Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; Building, maintaining, and utilizing networks of client relationships and community involvement; and, Demonstrating 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. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. 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: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 1 week ago

CONTACT GOVERNMENT SERVICES logo

Records Management Specialist II

CONTACT GOVERNMENT SERVICESArlington, VA

$45,000 - $65,000 / year

Records Management Specialist II Employment Type: Full-Time, Mid-Level Department: Office Support CGS is seeking an experienced Records Management Specialist to provide administrative support for a large Federal agency initiative. CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success: Customer Service Excellence: Demonstrated ability to interact professionally and effectively with a wide range of individuals, providing high-quality support, resolving issues promptly, and maintaining a positive and empathetic approach to service delivery. Strong Organizational and Time Management Skills: Proven ability to manage records, files, and data systematically and accurately. Strong attention to detail and the ability to prioritize tasks effectively in a fast-paced environment. Adaptability with Technology: Comfortable working with electronic records systems and adapting quickly to new software or technological processes. A proactive attitude toward learning and implementing digital tools to enhance productivity. Training and Development Capabilities: Experience delivering training to colleagues or clients, with the ability to develop and write clear, engaging, and comprehensive training materials or instructional content. Effective Communication: Excellent written and verbal communication skills, especially in documenting procedures, communicating with team members, and supporting end-users or customers. Team-Oriented with Independent Drive: A collaborative team player who can also work independently, take initiative, and contribute to continuous improvement efforts. Qualifications: Previous experience in a customer service role, with a strong focus on client satisfaction and support. Background in records or data management, including organizing, maintaining, and retrieving information efficiently. Proficiency in using current versions of Microsoft Windows and related applications (e.g., Microsoft Office Suite). Experience with electronic recordkeeping systems or document management platforms. Prior experience in training roles, including designing, writing, and facilitating training modules or instructional materials. Ideally, you will also have: College Degree Our Commitment: Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we've been growing our government-contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package. Health, Dental, and Vision Life Insurance 401k Flexible Spending Account (Health, Dependent Care, and Commuter) Paid Time Off and Observance of State/Federal Holidays Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: https://cgsfederal.com/join-our-team/ For more information about CGS please visit: https://www.cgsfederal.com or contact: Email: [email protected] #CJ $45,000 - $65,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

Veeva Systems logo

Project Manager- Clinical Data Management

Veeva SystemsRadnor, PA

$85,000 - $150,000 / year

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $2B in revenue in our last fiscal year with extensive growth potential ahead. At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors. As a Work Anywhere company, we support your flexibility to work from home or in the office, so you can thrive in your ideal environment. Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities. The Role Veeva's Vault CDMS platform will truly change how the industry runs clinical trials and we want you on our team! Veeva Systems is looking for a Biometrics Project Manager who has deep customer focus and a passion for helping customers transform the way they manage their clinical trial processes, data, and content within our CDB product. Veeva CDB is a clinical data platform that aggregates and harmonizes all data sources to provide our customers with clean, well-organized data that is ready-to-use faster. Gone are the days of complex integrations that limit clinical data availability, now research teams can make faster and more informed decisions. This is an expert-level role that requires strong Biometrics experience, customer-focused project management, and problem-solving skills as you lead and manage large-scale global enterprise cloud software projects for Veeva CDB. You are able to drive governance at all levels and lead a consulting team in an enterprise implementation project and thrive in a start-up environment with professional agility. If you excel in building productive relationships, aligning strategies, creating communities, and excelling in a technical, fast-paced environment then this could be an excellent match for you. This is a remote, full-time permanent role with Veeva. This is a customer-facing role and we have no work location requirement if you are in close proximity to an airport and able to meet future travel requirements. Veeva Systems does not anticipate providing sponsorship for employment visa status (e.g., H-1B, OPT) for this employment position. What You'll Do Collaborate with CDB leadership and CDMS Project Managers to establish and execute project management methodology for delivering CDB Services Provide oversight for CDB Services projects and studies to deliver contracted services on time and with high customer satisfaction Establish close, collaborative relationships with customer stakeholders to understand and act on CDB customer needs Drive governance and demonstrate leadership by working across customer and internal teams to support all phases and workstreams within the implementation of Vault CDB Manage day-to-day project activities and project administration. Enable your team to focus on solution design, prototyping, configuration, training, and documentation Mentor project team members in the CDB Services organization and identify growth opportunities Proactively manage risk, anticipate potential problems, and identify mitigation strategies. Be transparent in all communications and reflective in conducting post-project assessments - identify learnings that will help improve the overall process Establish and provide regular reporting on project status, key metrics, and deliverables and customize to address key stakeholder groups Requirements 5+ years of direct experience leading teams working with EDC/CDMS clinical software solutions in data management, and/or delivering project management for Biometrics services in a CRO or Sponsor organization Experience in reporting to senior/executive level stakeholders and technology teams with superior communication skills Exceptional project management skills with the ability to prioritize and manage multiple projects in a cross-functional environment that values speed Position requires a level of confidence to hold the line with customers and internal teams and be an advocate for the project Proven track record of meeting project timelines/deliverables and attention to detail, process, deadlines, and quality results Ability to travel up to 30% Perks & Benefits Medical, dental, vision, and basic life insurance Flexible PTO and company paid holidays Retirement programs 1% charitable giving program Compensation Base pay: $85,000 - $150,000 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus. #LI-Remote Veeva's headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world. Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at talent_accommodations@veeva.com. Work Where It's Best for You Work Anywhere means you can work in an office or at home on any given day. It's about getting the work done in the way and place that works best for each person. This applies across all locations and departments. Work Anywhere does not mean work at any time. We have predictable core hours where employees are generally available for meetings and collaboration. Employees are focused and available during core hours. We invest in our offices to make them places where our employees like to go. If you work in the office three or more days a week, you will have a dedicated office workspace. Our offices function as hubs to draw people in, create social bonds, and where random connections and mixing of ideas happen. We're investing more in offices, culture, and offsite meetings, not less. Product teams are organized in regional product hubs for optimal collaboration and live within a time zone of their hub. Our current product hubs are located in Pleasanton, Columbus, Boston, Kansas City, New York City, Raleigh, and Toronto. We create opportunities for teams to get together in person regularly. Customer-facing roles, such as Sales and Professional Services, live near and/or travel to their customers. When an employee moves within a country it does not cause a change in salary. Where you live impacts you and your family. Not knowing if your compensation will change if you move can cause stress and uncertainty for everyone. We wanted to eliminate that. Work at Veeva. Work where it's best for you. A different kind of company. A Public Benefit Corporation. Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conduct-including customers, employees, and the community-in addition to shareholders' interests. × What sets us apart Public Benefit Corporation Work Anywhere Veeva Giving Corporate Citizenship Employees are Shareholders Non-Competes Public Benefit Corporation In February 2021, Veeva became the first public company to convert to a Public Benefit Corporation (PBC). Unlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conduct-including customers, employees, and the community-in addition to shareholders' interests. Veeva's public benefit purpose is to help make the industries we serve more productive and create high-quality employment opportunities. Learn More Work Anywhere Work Anywhere means you can work in an office or at home on any given day. It's about getting the work done in the way and place that works best for you. We invest in our offices to make them places where our employees like to go. If you work in the office three or more days a week, you will have a dedicated office workspace. Product teams are organized in regional product excellence hubs for optimal collaboration and live within a time zone of their hub. Our current product hubs are located in Pleasanton, Columbus, Boston, Kansas City, New York City, Raleigh, and Toronto. We create opportunities for teams to get together in person regularly. Customer-facing roles, such as Sales and Professional Services, live near and/or travel to their customers. Read More → Veeva Giving At Veeva, we believe in giving back. Veeva's support for charitable causes is entirely employee driven because we think giving is personal and should be directed by the individual. With our 1% Veeva Giving program, each employee receives an amount equivalent to 1% of their base salary annually to support the non-profit(s) of their choice. We don't dictate favored corporate causes or ask employees to donate to specific non-profits. We never support a charitable cause in exchange for commercial advantage or preferential treatment. Corporate Citizenship Veeva's core values - do the right thing, customer success, employee success, and speed - guide our decision making and define our culture. Doing the right thing means that we are concerned about more than just financial success and return to shareholders. We recognize a responsibility to customers, employees, environment, and society.As individuals, we pride ourselves on being good people who are honest, fair, and direct. We treat others with respect. As a company, we strive to be a good corporate citizen, a positive force in the business community, active in our communities, and an example to others. Read More → Employees are Shareholders Our equity program is designed to enable the vast majority of our employees to participate. Our unique approach to awarding equity grants allows our employees to be shareholders so they can benefit financially in the company's growth. Non-Competes Veeva has taken a strong stance against the use of non-compete agreements that can limit employee opportunities. We do not require our employees to sign non-compete agreements, and we have taken legal action to fight the unfair use of these agreements by other companies because we believe such agreements limit an employee's fundamental right to work where they choose. We believe in our people and want them to be successful here at Veeva or wherever their careers take them. Read More → News and recognition Veeva in Top 100 Most Reliable Companies Fastest-Growing Company for 5 Years, Future 50 for 2 Years New York's Noncompete Bill Is A 'Big Domino To Fall'-And The Broadest Ban Yet-In A Growing Movement Against Them Veeva's Peter Gassner Combine's Today's Execution with Tomorrow's Vision Grow, contribute and be recognized "Veeva's engineering teams take a pragmatic approach to software development. We offer an ideal environment for engineers who value focus, speed and integrity in their work." Jacob Marcus VP, Engineering "I appreciate that Veeva values autonomy over alignment. As a result, we get to make decisions as a small team and ship products faster." Shilpa Chandermohan Software Engineer "As a software engineer at Veeva, I'm proud to be doing meaningful work building clinical trial software that will benefit so many people." Durward Denham Software Engineer Previous Next Other related jobs Consultant- Quality Cloud Professional Services Madison, United States Posted 13 days ago Senior Consultant Professional Services Melbourne, Asia Pacific Posted 13 days ago Senior Technical Consultant- CRM Professional Services Boston, United States Posted 16 days ago Senior Consultant Professional Services Sydney, Asia Pacific Posted 19 days ago Contract Operations Specialist Professional Services Budapest, Europe Posted 21 days ago Implementation Consultant- Pharmacovigilance / Safety Systems (Remote) Professional Services Dublin, Europe Posted 23 days ago Explore all roles at Veeva Search Jobs

Posted 30+ days ago

Brown Brothers Harriman logo

Senior Change Management Lead Project Analyst

Brown Brothers HarrimanNew York, NY

$110,000 - $150,000 / year

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. The Senior Change Management Lead Project Analyst will be responsible for supporting projects falling under the Change Management discipline within Capital Partners. They will lead the initiation, organization, analysis, and execution of small, medium, and large sized projects that address business goals and needs. S/he will be responsible for any or all phases of the project life cycle and is responsible for execution of both business analysis and project management tasks (depending on assign role within a project) across their team in accordance with standards and best practices. This position works with project members to define scope, prioritize deliverables, and manage resources. They will lead the project team throughout the project lifecycle including planning, scoping, analysis, design, development, testing, and implementation. They will manage and oversee project meetings, write detailed requirements, complete required project reporting, maintain project documentation, and support the use of project management tools. They will be accountable for timely completion of user acceptance test planning and user acceptance testing. Finally, they will manage and oversee the successful implementation of the projects and product roll outs. The Senior Change Management Lead Project Analyst is results-oriented and understands the impact of the project on the organization. The role leads small, medium, and large sized projects that address complex business goals and needs. The Senior Change Management Lead Project Analyst will track project tasks, align resources, execute analysis, and write requirements to ensure alignment with project objectives and scope. They will escalate concerns to management and provide recommendations to help determine when project status may change from green, amber or red. The role of the department is to manage and execute a portfolio of projects. This role will work on new large-scale projects budgeted, recurring application upgrades, and smaller application enhancements. This role will strive to deliver projects on time and on budget, helping to achieve strategic and tactical goals of the business line. The Senior Change Management Lead Project Analyst role serves as a liaison between individuals assigned to specific projects to ensure project tasks and deliverables are being met. This will include managing project meetings, creating project reporting, working with subject matter experts to understand and write requirements, working with the technology team to ensure appropriate design based on requirements, and updating and escalating to management, as needed. The role may interact with external vendors as needed based on project scope. Private wealth management and/or investment management experience is preferred. Experience participating in a portfolio accounting system transition, or experience with portfolio accounting concepts, time-weighted returns (TWR) or internal rate of return (IRR) calculations is a plus. Familiarity with FIS Addvantage, SEI's Wealth Platform, Charles River Development (CRD) for order management and investment book of records, or Addepar is a plus. Project Management and Execution Lead projects and oversee project planning and scoping. Prepare a plan for the project, including task assignments, timelines, dependencies, and critical paths. Work with project participants to prioritize deliverables and manage resources Ensure thorough testing, including user acceptance testing Track and organize open items Partner closely with Change Management Program Manager on deliverables Identify opportunities for continuous improvement and refining associated processes Escalate issues to management as appropriate with proposed solutions Responsible for identifying, hiring, training, and managing a small team (1+) of Project Managers (PMs) and Business Analysts (BAs) Data Collection & Documentation Communicate defects to Systems developers. Track delivery dates for defect fixes and maintain status reporting. Escalate appropriately. Document Change Requests Responsible for the creation of project reporting on project status Maintain auditable files centrally associated with project Act as the primary point of escalation for all issues Responsible for roll-out plans and project launch materials Analysis Identify key issues and recommend solutions Oversee analysis tasks to determine appropriate target and actual delivery dates Work with subject matter experts to understand requirements which are converted into a written Business Requirements Document Work with technology experts to ensure appropriate design and development of requirements Communication Plan meetings, prepare materials, and lead meetings with business users and sponsors, systems groups, vendors, and clients Prepare project status reporting and other project communications for internal and external stakeholders as needed Communication professionally and constructively to manage collaboration across project participants Takes ownership and follow through on tasks; results oriented Qualifications: Bachelor's degree required 8+ years of experience in relevant discipline Experience using established project management principles and methodologies required Experience focused in private wealth management and/or investment management is strongly preferred. Experience with a portfolio accounting system transition, FIS Addvantage product or SEI's Wealth Platform product is a plus. Flexible and able to handle multiple priorities Creative thinking, intellectual curiosity Ability to design efficient workflows for process improvement Ability to identify, escalate and resolve problems/issues Demonstrates efficient time management Problem-solving and sound judgment Analytical and problem-solving skills Strong organizational and time management skills Strong attention to detail Excellent verbal and written communication skills with all audiences Negotiation and mediation skills This role can be based in either our New York City or Philadelphia locations and is a hybrid role, with a minimum of three days per week in office. Salary Range NYC: $110k-$150k base salary + annual bonus target BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Posted 3 weeks ago

LPL Financial Services logo

VP Services Knowledge Management

LPL Financial ServicesAustin, TX

$125,377 - $208,961 / year

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Overview

Schedule
Full-time
Career level
Director
Compensation
$125,377-$208,961/year
Benefits
Health Insurance
Paid Vacation
Paid Community Service Time

Job Description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

We are seeking a strategic Vice President of Knowledge Management to transform content management by leveraging artificial intelligence solutions to curate and create industry-leading service content. This executive will be responsible for leading a team of knowledge creators, editors and content strategists who develop and maintain internal and client-facing knowledge resources. The VP will be responsible for executing various technology initiatives and process improvement projects to achieve targeted call deflection and client satisfaction outcomes.

Responsibilities:

  • Develop and execute the Service organization's knowledge management strategy aligned to achieve both short and long-term call deflection and client experience goals.

  • Partner with Service, Product and other stakeholders to align knowledge assets with organizational needs.

  • Lead and mentor a multi-disciplinary team of content creators, including writers, instructional designers and content architects.

  • Transform content curation and creation using the latest available artificial intelligence solutions.

  • Provide leadership and oversight to ensure successful execution and delivery of critical technology and process improvement initiatives.

  • Partner with internal and external AI chatbot product partners to identify strategic opportunities to improve the effectiveness of digital help

  • Oversee the curation, creation and governance of high quality knowledge assets such as knowledge base articles and FAQs.

  • Collaborate with other client-facing knowledge base partners to ensure the content management system continues to meet the team's evolving needs.

  • Develop and execute a monitoring program which surfaces actionable insights to facilitate continuous improvement and optimal call deflection performance

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • 3+ years managing knowledge management and/or content strategy teams; Direct experience leading knowledge management which is consumed by chatbots or conversational AI technologies

  • 3+ years in wealth management industry

  • 5+ years in financial services

Core Competencies:

  • Proven ability to build and lead high performing teams

  • Exceptional writing and communication skills

  • Deep familiarity with content management systems and capabilities offered by AI technology

  • Passion for customer experience

  • Ability to influence leadership through effective communication and story-telling; Skilled in stakeholder management

  • Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset

  • High emotional intelligence; a collaborative and inclusive approach

  • Highly effective in creating and communicating strategies through intuitive execution frameworks

  • Proficiency in problem-solving and implementing both near-term and long-term solutions.

Pay Range:

$125,377-$208,961/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

EAC12.9.25

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

pay-wall