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Private Wealth Management Portfolio Management Associate Director-logo
Morgan StanleySan Francisco, CA
POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends. DUTIES and RESPONSIBILITIES: Portfolio Management & Business Development: Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor Critically examines current holdings to evaluate if portfolio action is warranted Proactively evaluates and upgrades platforms for the Portfolio Management Group Implements decisions by using PM trading platforms or other Firm's online technologies to input trades Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software Leads research meetings Identifies swap opportunities Conducts credit research and develops valuation models Client Support: Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 10+ years of experience in a field relevant to the position required Advanced degree or professional certification or prior industry experience required Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Strong compliance record Knowledge/Skills Enjoys working with people and solving problems Effective written and verbal communication skills Proficient in applicable software applications Strong understanding of applicable compliance rules, regulations and firm policies Knowledge of financial industry and investment products preferred Successful completion of the Portfolio Management Coursework or holds the CFA designation Detail-oriented with superior organizational skills and ability to prioritize tasks Able to work independently and effectively on a team Ability and interest in working in a fast-paced, evolving environment Reports to: Complex Business Service Officer and/or Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCSalt Lake City, UT
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

T
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A role that is responsible for leading portions of the security configuration management (SCM) control functions as described by industry best practices such as NIST and FFIEC. This will include a subset of the following sub-functions: a) identify in scope assets b) define an industry based set of secure configuration requirements for in scope technologies c) assigned ownership of noncompliance d) enforce remediation efforts e) use reports and metrics to highlight risk e) SCM governance administration and f) cloud. This role is office-centric (4 days in office/onsite) and must reside within the Truist footprint* ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Align with security configuration management priorities that define 'our what' that may change based on business need Consistently align with Truist Vision, Mission and Values and demonstrate 'our how' security configuration management works: Accountability: set expectations, hold teams accountable, check-in and provide feedback Remove 'SCM Blinders': take a Truist-wide approach to owning and resolving challenges Strengthen Team: coach-up, performance manage, develop, and reward top performers/visibility Management System: establish and cascade a predictable schedule for team engagement Continuous Improvement: consistently seeking ways to get better Manage a team of 5-10 direct report teammates and contract workers who oversee defined structured process tasks; may have oversight for complex, unstructured processes. Perform hiring, coaching, terminations, disciplinary action, and performance reviews to enable and maintain the strategy. Oversee operational and tactical plans in support of business objectives; develop departmental business cases to solve problems by making technical and financial tradeoffs. Apply a balance of 50% technical and 50% functional knowledge to deliver quality results. Design and implement the security configuration management control strategy on time and within budget: Formal Services Level Agreements (SLAs) Workforce strategy blend of ~30% onshore and ~70% offshore that is comprised of ~30% teammate, ~60% vendor managed service, and ~10% time and material contract workers Improve the user experience and reduce the turnover of critical resources Proactively engage with stakeholders to make them aware and willing to adopt our solutions, which includes managing up, out, and down to avoid surprises and position our solutions to be successful. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent 10 years' technical experience working in the identity and access management control function 10 years' experience as a 1st line manager 10 yeas' experience in tactical planning and execution 10 years managing simple and structured work 5 years managing complex and unstructured work 5 years' experience leading diverse teams, such as teammates, contract workers, onshore, offshore resources, and/or managed services 5 years' experience and expert-level technical knowledge of product knowledge and processes for specific IAM areas (e.g., Active directory, RACF, Idaptive, CyberArk, PRIVA, Oracle OIM, Persistent Ignite) 5 years' experience and basic functional knowledge of tools and processes for the broader IAM capability 5 years' experience and intermediate-level strength in soft skills and interpersonal communications 5 years' technical experience working for a top 10 US bank 5 years' experience collaborating with the following functions: a) infrastructure b) application development c) application support d) business unit risk management e) technology risk f) audit and g) external auditors 3 years' experience collaborating with the following peer functions in corporate cyber security 3 years' experience managing the remediation of regulatory matters and internal findings 2 years' experience in strategic planning and applying industry best practices to operations (NIST, FFIEC) Preferred Qualifications: Understand multiple approaches to designing SCM technical solutions Experience in waterfall and agile project management methodologies Experience managing contracts for managed service providers CISSP Certification Familiarity/Experience with cloud-based vulnerability management, detection and response (VMDR) services/platforms/tools (ex. Qualys, Azure, AWS Cloud) This role is office-centric (4 days in office/onsite) and must reside within the Truist footprint* General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

T
Truist Financial CorporationRaleigh, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A role that is responsible for leading portions of the security configuration management (SCM) control functions as described by industry best practices such as NIST and FFIEC. This will include a subset of the following sub-functions: a) identify in scope assets b) define an industry based set of secure configuration requirements for in scope technologies c) assigned ownership of noncompliance d) enforce remediation efforts e) use reports and metrics to highlight risk e) SCM governance administration and f) cloud. This role is office-centric (4 days in office/onsite) and must reside within the Truist footprint* ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Align with security configuration management priorities that define 'our what' that may change based on business need Consistently align with Truist Vision, Mission and Values and demonstrate 'our how' security configuration management works: Accountability: set expectations, hold teams accountable, check-in and provide feedback Remove 'SCM Blinders': take a Truist-wide approach to owning and resolving challenges Strengthen Team: coach-up, performance manage, develop, and reward top performers/visibility Management System: establish and cascade a predictable schedule for team engagement Continuous Improvement: consistently seeking ways to get better Manage a team of 5-10 direct report teammates and contract workers who oversee defined structured process tasks; may have oversight for complex, unstructured processes. Perform hiring, coaching, terminations, disciplinary action, and performance reviews to enable and maintain the strategy. Oversee operational and tactical plans in support of business objectives; develop departmental business cases to solve problems by making technical and financial tradeoffs. Apply a balance of 50% technical and 50% functional knowledge to deliver quality results. Design and implement the security configuration management control strategy on time and within budget: Formal Services Level Agreements (SLAs) Workforce strategy blend of ~30% onshore and ~70% offshore that is comprised of ~30% teammate, ~60% vendor managed service, and ~10% time and material contract workers Improve the user experience and reduce the turnover of critical resources Proactively engage with stakeholders to make them aware and willing to adopt our solutions, which includes managing up, out, and down to avoid surprises and position our solutions to be successful. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent 10 years' technical experience working in the identity and access management control function 10 years' experience as a 1st line manager 10 yeas' experience in tactical planning and execution 10 years managing simple and structured work 5 years managing complex and unstructured work 5 years' experience leading diverse teams, such as teammates, contract workers, onshore, offshore resources, and/or managed services 5 years' experience and expert-level technical knowledge of product knowledge and processes for specific IAM areas (e.g., Active directory, RACF, Idaptive, CyberArk, PRIVA, Oracle OIM, Persistent Ignite) 5 years' experience and basic functional knowledge of tools and processes for the broader IAM capability 5 years' experience and intermediate-level strength in soft skills and interpersonal communications 5 years' technical experience working for a top 10 US bank 5 years' experience collaborating with the following functions: a) infrastructure b) application development c) application support d) business unit risk management e) technology risk f) audit and g) external auditors 3 years' experience collaborating with the following peer functions in corporate cyber security 3 years' experience managing the remediation of regulatory matters and internal findings 2 years' experience in strategic planning and applying industry best practices to operations (NIST, FFIEC) Preferred Qualifications: Understand multiple approaches to designing SCM technical solutions Experience in waterfall and agile project management methodologies Experience managing contracts for managed service providers CISSP Certification Familiarity/Experience with cloud-based vulnerability management, detection and response (VMDR) services/platforms/tools (ex. Qualys, Azure, AWS Cloud) This role is office-centric (4 days in office/onsite) and must reside within the Truist footprint* General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCTampa, FL
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Director, Case Management - Case Management - Full Time 8 Hour Days (Salary) (Non-Union)-logo
University of Southern CaliforniaLos Angeles, CA
The Director of Care Coordination provides operational leadership, day to day supervision and administrative oversight to the Case Management and Social Services Departments by developing, interpreting and applying policies, procedures and strategies for both the inpatient and outpatient Norris populations and clinics. Responsible for departmental management, staff development and performance management. Essential Duties: Demonstrates competency in the quality of work and knowledge of the job pertinent to the functioning of a Director, Care Coordination. Develops, implements and evaluates the annual Care Coordination / UM plan for the hospital which takes into account internal and external factors. The Care Coordination plan is designed and implemented in accordance with considerations for clinical quality, appropriate utilization of resources, timely discharge planning and payer requirements. Effectively manages, organizes and supervises the Care Coordination process for the hospital. Provides oversight to the plan of care with team members, clinicians, and patient/families as needed. Assists with difficult cases, communicates appropriately if the plan of care should be advanced or revised to achieve an effective discharge within established goals and available resources. Assists department staff to resolve barriers to discharge. Provides management oversight for services provided by social workers including psychosocial assessment, crisis intervention and supportive services for referred patients, families and staff. In conjunction with the Social Work Supervisor, formulates and implements programs to meet the psychosocial needs of the patient and family. Collaborates with all units of the hospital, physicians, nurses and other members of the healthcare team in planning the psychosocial care of the patient. Develops effective structures and processes to facilitate participation by physicians, pharmacists, nurses, Social Workers and other health professionals in multi-disciplinary care planning and discharge planning. In conjunction with the Physician Advisor, leads weekly interdisciplinary team reviews. Achieves department clinical quality, LOS and financial / budgetary goals. Identifies trends in utilization management, resource management, social service provision, quality management, risk management, and coding / compliance. Identifies those amenable to intervention through physician and staff education or process engineering. Assertively plans interventions and works with key individuals to see those processes to completion. Plans agenda for monthly utilization management committee. Preps committee chair and ensures committee recommendations are followed through to completion. Develops and uses measurable standards to monitor and evaluate quality and cost-effective utilization of resources in the delivery of care. Monitors space/resource requirements and utilization of outside resources. Compiles reports, analyzes data, and identifies significant trends in medical utilization data, such as lengths of stay, readmissions, and clinical outcomes. Reports variances through established channels. Consults with colleagues to clarify clinical details. Works cooperatively with the Business Office and Dispute Management teams to ensure accurate and timely claims processing. Understands economic and contractual impacts and facilitates pertinent communication to the staff and outside customers. Ensures that payor expectations for authorization, clinical reviews and use of contracted agencies and/or services are met. Communicates effectively with clinical staff regarding third-party restrictions on care delivery. Develops effective relationships with medical staff, referring physicians and managed care organizations. Ensures all departmental functions and activities are in compliance with appropriate regulatory standards, including, but not limited to: JCAHO, Federal, State, policies and procedures of USCUH corporate ethical and compliance standards and other applicable professional codes. In concert with Hospital Policy and Human Resources. Assures adherence to hospital Human Resource policies in all interactions. Responsible for all recruitment, selection, establishment of performance standards, training and disciplinary actions if needed. .Working in concert with Human Resources - responsible for all documentation to accurately support disciplinary actions including terminations. Develops an effective team for Care Coordination duties. Supervises contract staff, on-site reviewers and vendor reps. Proficient in the use of computers and computer programs necessary to perform job responsibilities. Demonstrates the ability to effectively train department staff in same. Expectations: Supports hospital's mission and goals. Is committed to enforcing compliance with CMS regulations regarding utilization and quality management. Motivates relevant constituencies to embrace change as required clinical improvement initiatives. Leads the interdisciplinary care team in the development of effective transitional plans of patient care. Demonstrates well developed problem-solving, communication and interpersonal skills in culturally diverse environments. Negotiates effectively to achieve desired goals. Leads efforts to gain physician support for utilization, quality and regulatory compliance efforts. Leads efforts to improve hospital relationships with MCO staff. Understands trends in quality and cost management as well as managed care and capitation. Understands QIO guidelines and appeal processes. Other duties as requested or assigned. Required Qualifications: Req Bachelor's degree Degree in Nursing (BSN). Req 5-7 years Clinical nursing experience. Req 5 years Experience in case management (preferably in a Hospital setting). Req 3-5 years Management experience. Req Ability to work independently, effectively manage teams while exercising sound judgment and initiative. Req Demonstrated ability to lead change and effectively manage conflict. Preferred Qualifications: Pref Master's degree Degree in related field. Required Licenses/Certifications: Req Registered Nurse - RN (CA Board of Registered Nursing) Active CA RN license. Req Basic Life Support (BLS) Healthcare Provider from American Heart Association. Req Fire Life Safety Training (LA City) If no card upon hire, one must be obtained within 30 days of hire and maintained by renewal before expiration date. (Required within LA City only). The annual base salary range for this position is $158,080.00 - $260,832.00. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. USC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC observes affirmative action obligations consistent with state and federal law. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at (213) 821-8100, or by email at uschr@usc.edu. Inquiries will be treated as confidential to the extent permitted by law. Notice of Non-discrimination Employment Equity Read USC's Clery Act Annual Security Report USC is a smoke-free environment Digital Accessibility If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: https://wd5.myworkday.com/usc/d/inst/1$9925/9925$131839.htmld

Posted 1 week ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCPhoenix, AZ
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCPhiladelphia, PA
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCDallas, TX
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Sr Principal Project Management- Logistics Management Analysis-logo
Northrop GrummanSan Diego, CA
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: Secret TRAVEL: Yes, 25% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Aeronautics Systems has an opening for a Sr Principal Project Management- Logistics Management Analysis to join our team of qualified, diverse individuals. This position can be located in San Diego, CA or Warner Robbins, GA. Accomplish Oversee and manage the operational aspects of ongoing projects, with heavy focus on Contractor Inventory Control Point (C-ICP) responsibilities, compliance, and execution in the management of Source of Supply managed spares and repairs. Develop mechanisms for monitoring the status of projects and internal reporting metrics to provide key insights to management; assess project issues and develop resolutions Ensure the execution and continuous improvement of standard logistics processes, such as the replenishment system, data interchange systems, demand management, electronic data systems administration and related functions. Coordinate with multiple disciplines to ensure processes are performed and documentation is maintained as required by NGAS Procedures and USG FAR regulations. Succeed The individual we seek will be self-motivated, proactive, goal-oriented to help us grow our services, become even better at what we do and will possess the following qualifications. Basic Qualifications: Bachelors degree with 8 years of relevant experience OR Masters with 6 years of experience and or equivalent relevant work experience in lieu of education in logistics, supply chain or material procurement Understanding and application of Supply Chain principles, concepts, practices, and standards. Ability to compute, analyze, and interpret data for reporting purposes. Microsoft Office Suite, especially Excel Knowledge of SAP/MRP Your ability to obtain OR transfer and maintain the final adjudicated DoD Secret clearance, and any program access(es) required for the position within a reasonable period of time, as determined by the company. Preferred Qualifications: Experience in SAP/MRP Supply Chain Management modules to include spares ordering, repair processes and inventory management. Proficient with Microsoft Office including PowerPoint and Excel formulas, charts, and pivot tables Knowledge of Contractor Inventory Control Point Government contractual requirements, including FAR, DFAR, CSWS, and Financial Improvement and Audit Readiness (FIAR) Compliance Supply Management experience supporting manufacturing, production and sustainment contracts Experience in developing and implementing processes and procedures in accordance with leadership strategy Thrive with Us At Northrop Grumman we are invested in the growth and well-being off all our employees. We offer flexible work arrangements, phenomenal learning opportunities, exposure to a wide variety of projects and customers, and a very friendly team environment. Our Total Rewards Program offers a comprehensive employee benefits package, including a Retirement and Savings Plan, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. We have Employee Resource Groups (ERGs) that provide benefits for the member, our leaders and the company. Our ERGs offer opportunities to be a friend, be active, be a volunteer, be a leader, to be recognized and to be yourself. Every ERG is inclusive of all employees! If you are ready to join us in defining possible, apply now. Salary Range: $113,500.00 - $170,300.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit http://www.northropgrumman.com/EEO . U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

Posted 1 week ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCIrvine, CA
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCAtlanta, GA
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCHouston, TX
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCRaleigh, NC
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Contracts Lifecycle Management (Clm) Solutions Management- Senior Manager-logo
PwCBuffalo, NY
Industry/Sector Not Applicable Specialism Functional & Industry Technologies Management Level Senior Manager Job Description & Summary A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps businesses develop content management technology that addresses architecture and governance frameworks and transforms data into insight and action. We help organisations better manage the complexity of their data and enterprise content, reducing costs, ensuring the integrity of information assets, and enhancing performance through better information and refined decision making capabilities. 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. The Opportunity As part of the Data and Analytics team you are expected to lead the development and implementation of contract lifecycle management solutions with a focus on technical aspects. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level, leveraging your proficiency in CLM solution features and integration with other enterprise systems to drive project success and provide strategic input into the firm's business strategies. Responsibilities Lead the design and deployment of contract lifecycle management solutions Oversee large-scale projects to achieve timely delivery and quality Innovate and streamline processes to enhance operational efficiency Engage with clients at senior levels to drive project success Provide strategic insights into the firm's business strategies Integrate CLM solutions with other enterprise systems Mentor and coach team members to solve complex issues Maintain elevated standards of client service and operational excellence What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Accredited in Icertis CLM solution (ICI Administrator, ICI Practitioner, ICI Technical Professional, ICI AIML Technical Professional, ICI Project Manager). Optionally, accredited in non-Icertis CLM solutions such as Agiloft, DocuSign, SirionLabs etc. Accredited in Cloud Solutions, preferably Azure (Microsoft Azure Certification(s)) Accredited in Software Delivery Management skills (PMI-PMP, Agile Certification (Scrum Master / Product Owner) Demonstrating knowledge and success in entire implementation projects dealing with technical solution design and development with one or more CLM Platforms Designing customizations on top of SaaS platforms, specifically CLM solutions Leading solutions for Contracts Lifecycle Management (CLM) implementations including integration with upstream/downstream related enterprise systems Demonstrating knowledge of machine learning and artificial intelligence workloads and considerations on Azure Working experience with ReactJS for building interactive user interfaces and client-side hooks on SaaS CLM solutions Demonstrating experience with Agile development frameworks, having lead to completion projects that involved Requirements, Design, Build, Test, Deploy, and Support Travel Requirements Up to 60% 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 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Adjunct Lecturer For Business Management: Strategic Management-logo
Benjamin Franklin Cummings Institute of TechnologyBoston, MA
Description Who We Are: Are you ready to work at a dynamic institution that believes in higher education with lower obstacles? Benjamin Franklin Cummings Institute of Technology (now known as Franklin Cummings Tech) is a nationally accredited non-profit, technical college serving Eastern Massachusetts and beyond. The college was seeded in 1791 with funds from the estate of Benjamin Franklin given to the City of Boston to proliferate access to education and level the playing field for aspiring talent with meager financial means. Today, Franklin Cummings Tech continues to build on that legacy by offering post-secondary education in high-demand technical and skilled trade fields that lead to excellent careers. Our majors intentionally focus on select industries connected to sustainability and the clean energy transition including electric vehicle technology, smart manufacturing, practical electricity, power engineering, heat pumps/HVAC, biotechnology, automation, construction management, and more. With a mission to deliver transformative technical and trade education that leads to economic advancement, we offer a unique mix of certificate and degree-granting programs that appeal to enterprising students and respond to employer's demand for a well-prepared workforce. Intentional partnerships with the industries we serve coupled with high graduation and job placement rates, recently attracted the largest philanthropic gift in the history of the college from the Cummings Foundation. Last year, Franklin Cummings Tech educated more than 1,000 learners across three student types: 1) certificate and degree seekers, 2) continuing education clients, and 3) high schoolers pursuing early college. As further evidence that our mission holds resonance, this year the college tracked a 25% year-over-year jump in fall new student enrollment and applications soared. We seek team members who are optimistic, entrepreneurial, data-informed, and excited about the prospect of continuing to strategically increase student success outcomes and total enrollment from 1,000 learners today to at least 1,500 learners by 2030. Join us in this mission-driven work! Position Overview: This course is designed to offer comprehensive and intensive presentation of fundamental and basic business management principles and how they relate to business. Topics will be presented using case analysis, student presentations, video and reading assignments, and guest speakers. Students will present weekly assignments as well as a semester business plan project. Requirements Key Responsibilities: Regularly hold three office hours per week. Notify Program Chair of any absences from scheduled classes and providing instructional materials and directions to ensure consistent and sequential classroom instruction (note: absences should be rare and unavoidable). Participate in departmental curriculum development, and review and update course curricula when possible. Demonstrate committed participation in student learning outcome assessment and college-wide initiatives, including data collection, analysis, curriculum changes, and goal setting. Use of course texts, outlines, and other curriculum materials in accordance with college and department policies. When an established syllabus is provided and the course is a prerequisite for other courses, any significant deviations must be approved by the department chair. Respond to the chair and administrative requests in a timely manner and complete all responsibilities effectively; prompt in keeping appointments, attending meetings (when possible), and beginning classes. Respond to students in a timely manner. Evaluate student achievement and provide feedback timely while maintaining accurate student records in the Canvas Learning Management System. Complete the online "Growing with Canvas for Adjuncts" course before the term begins (August, 2025). Provide adequate support to students and maintain a respectful, professional rapport Participate in communications with the college and department. This includes utilizing the college Dropout Detective Retention Solution warning system to alert advisors when students falter. Demonstrate effective teaching including preparation, meeting course goals, organization, and presentation of material, student involvement, and online classroom management. Collaborate with other college departments (academic, student affairs, enrollment, and development) for the mutual benefit of all departments. Maintain a culture of accountability and innovation; maintain the college policies and procedures, as outlined in the course catalog, employee and student handbooks. Required Credentials and Experience include: Bachelor's degree from an accredited college or university in an appropriate field; exceptions can be made for those who have extensive industry experience. Demonstrable knowledge and experience in areas relevant to departmental curricula. A collaborative and inclusive style. Demonstrated success with online teaching formats, including synchronous and asynchronous courses Course Description for BS322 Strategic Management: BS322 - Strategic Management This course is designed to offer comprehensive and intensive presentation of fundamental and basic business management principles and how they relate to business. Topics will be presented using case analysis, student presentations, video and reading assignments, and guest speakers. Students will present weekly assignments as well as a semester business plan project.

Posted 3 days ago

SAP Functional Analyst - Inventory Management/ Warehouse Management (IM/WM) - Levels I - IV-logo
NavaideSan Diego, CA
About us: Navaide: Catalysts for a Stronger Tomorrow: At Navaide, we exist to empower organizations to evolve and adapt in a rapidly changing world. By combining human ingenuity with transformative technology, we develop innovative solutions that drive progress for the people and systems that strengthen our nation. Our mission is rooted in agility, scalability, and a commitment to exceeding expectations, ensuring impactful results for our clients and communities. Position: SAP Functional Consultant – Inventory Management/ Warehouse Management (IM/WM) – All Levels Clearance: U.S. citizenship with ability to obtain relevant federal clearance About the Role: Lead the modernization of government logistics systems by implementing SAP IM and WM solutions. Support strategic warehousing and inventory practices including lot management, hazardous materials, and serial tracking. Partner with federal logistics teams to streamline operations and improve audit traceability. Key Responsibilities: Configure and deploy SAP IM/WM for inbound/outbound, storage, and picking Develop material master data, batch management, and RF transactions Integrate with MM, SD, PM, and FI modules to support full logistics lifecycle Perform data mapping, conversion, and validation for legacy migration Train users and support cutover and hyper care activities Relevant Skills & Experience: 5+ years of SAP IM/WM implementation experience Familiarity with military logistics and warehouse procedures Experience with barcoding, RF, and handheld inventory tools Bachelor's degree in supply chain, logistics, or related field How You Will Make an Impact: You will play a critical role in advancing Navaide's mission of driving transformational change for our clients. Your work will directly contribute to improving the efficiency, security, and innovation of systems that matter most to our nation. This role requires proactive problem-solving, cross-functional collaboration, and a commitment to delivering excellence in high-stakes environments. Clearance: U.S. citizenship with ability to obtain relevant federal clearance. Travel: Candidates must be willing to travel approx. 25% within the continental United States of America. Why Navaide? Mission-driven work with high-impact federal programs Flexible, hybrid work environment Competitive salary and benefits Collaborative, entrepreneurial team culture Opportunities for professional development and growth Join a growing, fast-paced team solving meaningful challenges for the federal government. For more about us, please check out the following links: About Navaide Other Opportunities Employee Benefits Connect with us on LinkedIn! Equal Opportunity Employer: Navaide is an EEO Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. E-Verify Participation: E-Verify Participation Poster IER Right to Work Poster No third parties, please.

Posted 30+ days ago

Case Management Extender - Disease Management, Community Team (PFK)-logo
Nationwide Children's HospitalColumbus, Ohio
Overview: Monday - Friday, 8am - 5pm Full-Time, Benefits Eligible Learn about Care Navigation: http://www.youtube.com/watch?v=HCxVtBnjn1Q&t=9s Family Experience: https://www.youtube.com/watch?v=hIGQYYVzDDQ Visit our website: https://partnersforkids.org/ Job Description Summary: The Case Management Extender PFK helps navigate and access community services and other resources and provides support through maintaining population health programs and care coordination activities. The Case Management Extender collaborates to arrange for or connect patients to needed services and identifies, creates, and nurtures relationships with local agencies, schools, churches, and other programs. Case Management Extenders are patient and family facing with daily activities during inpatient stays, outpatient specialty clinic visits, emergency room visits, home, community visits, and via telephone. Job Description: Essential Functions: Engages and motivates members to participate in the various case management programs by clearly articulating goals, benefits, and interventions. Assists with the development of family-centered care. Collects information for tailored assessments regarding case management eligibility and refers onward when response triggers criteria for referral and need for licensed clinical intervention. Facilitates communication and collaboration amongst the healthcare team. Provides personalized navigation support to members to help them move through the healthcare system. Connects families to resources to address social determinants of health and accommodates the specific cultural and linguistic needs of all patients. Manages and monitors transitions between settings, caregivers, and providers, providing follow-up across the continuum of care. Performs outreach to PCP/POC’s, specialists, and home care providers to research and facilitate referral for services. Develops patients and family’s self-management skills through education and resource provision. Answers incoming telephone calls, schedules appointments, and assists members to resolve immediate needs in real time. Manages administrative functions to support program. Prepares and maintains records and case files, including documentation such as clients' personal and eligibility information, services provided, progress towards goals, and significant changes. Participates in orientation and continuing education of staff and students as appropriate. Education Requirement: Bachelor’s degree with background in health care, public health, or related clinical field, preferred. Licensure Requirement: Valid Ohio driver’s license and proof of auto insurance as required by hospital policy and position-specific requirements. Must pass motor vehicle background inspection, insurance eligibility, driving qualifications, and training set forth by Nationwide Children’s Hospital and maintain qualification of insurance guidelines. Certifications: Active BLS certification, required. Skills: Working knowledge of Medicaid and other regulatory agency standards, required. Experience: 2 years of experience working in healthcare in a patient facing role, required. Physical Requirements: OCCASIONALLY: Bend/twist, Climb stairs/ladder, Communicable Diseases and/or Pathogens, Electricity, Lifting / Carrying: 0-10 lbs, Lifting / Carrying: 11-20 lbs, Machinery, Patient Equipment, Pushing / Pulling: 0-25 lbs, Reaching above shoulder, Squat/kneel FREQUENTLY: Color vision, Depth perception, Driving motor vehicles (work required) *additional testing may be required, Peripheral vision, Standing, Walking CONTINUOUSLY: Audible speech, Computer skills, Decision Making, Flexing/extending of neck, Hand use: grasping, gripping, turning, Hearing acuity, Interpreting Data, Problem solving, Repetitive hand/arm use, Seeing – Far/near, Sitting "The above list of duties is intended to describe the general nature and level of work performed by individuals assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the individuals so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct, and control the work of employees under their supervision. EOE M/F/Disability/Vet"

Posted 30+ days ago

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

Posted 30+ days ago

Strategic Client Management: Relationship Management Group - Vice President-logo
Morgan StanleyNew York, NY
Strategic Client Management (SCM), a key part of Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities between Morgan Stanley Wealth Management (MSWM) and the Institutional divisions at Morgan Stanley. The Relationship Management Group, located within the SCM group, facilitates business for Wealth Management, MSIM, and ISG by leveraging the Firm's relationship with key MS business partners. The position affords the opportunity to gain a broad perspective of investment banking, wealth management and client coverage across the firm. Attractive candidates should have an interest in (1) understanding the full suite of investment banking, sales & trading, wealth management and investment management services we provide to our clients and (2) advancing the firm's efforts to broaden and strengthen its relationships with legal, consulting, and audit partners. The candidate will be expected to think analytically, be detail oriented and client centric, and should possess a robust knowledge of the landscape within Morgan Stanley's Investment Banking Division (IBD), Global Capital Market (GCM) and MSIM divisions as well as MSWM. Job Responsibilities: Interface regularly with investment bankers, company management, MSWM management and introducing MSWM capabilities and advisors to Morgan Stanley relationships/clients outside of MSWM Ensure business opportunities provided to MS by external parties are properly monitored Manage these introductions and relationships, providing value-added feedback to all relevant parties as appropriate Track and monitor pipelines, group metrics and cross-divisional revenue and asset databases Be results oriented and quickly turn around high quality work in a fast paced environment Provide support on various products and services Maintain a comprehensive list of the firms' external third-party vendor relationships in an effort to identify new business opportunities Qualifications Required Skills and Personal Attributes: 5+ years' experience in financial services with a deep understanding of Investment Banking transactions Strong interpersonal skills Self-starter who will take initiative, learn quickly and work independently High level of attention to detail, with excellent written and verbal communication skills Team-oriented, with high level of administrative and interpersonal professionalism A track record of success and a demonstrated ability to exercise good judgment and discretion WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $120,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Morgan Stanley logo

Private Wealth Management Portfolio Management Associate Director

Morgan StanleySan Francisco, CA

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Job Description

POSITION SUMMARY:

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

DUTIES and RESPONSIBILITIES:

Portfolio Management & Business Development:

  • Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor
  • Critically examines current holdings to evaluate if portfolio action is warranted
  • Proactively evaluates and upgrades platforms for the Portfolio Management Group
  • Implements decisions by using PM trading platforms or other Firm's online technologies to input trades
  • Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software
  • Leads research meetings
  • Identifies swap opportunities
  • Conducts credit research and develops valuation models

Client Support:

  • Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients
  • Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor
  • Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group
  • Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor
  • Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • 10+ years of experience in a field relevant to the position required
  • Advanced degree or professional certification or prior industry experience required
  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Additional product licenses may be required
  • Strong compliance record

Knowledge/Skills

  • Enjoys working with people and solving problems
  • Effective written and verbal communication skills
  • Proficient in applicable software applications
  • Strong understanding of applicable compliance rules, regulations and firm policies
  • Knowledge of financial industry and investment products preferred
  • Successful completion of the Portfolio Management Coursework or holds the CFA designation
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
  • Able to work independently and effectively on a team
  • Ability and interest in working in a fast-paced, evolving environment

Reports to:

  • Complex Business Service Officer and/or Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Automate your job search with Sonara.

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

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