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US Bank logo

Wealth Management Advisor-Oshkosh, WI

US BankGreen Bay, WI

$65,000 - $80,200 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs Determine which financial products are suitable for the client's unique circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation Refer and partner with other financial services within other U.S. Bank channels, as appropriate Discover How You'll Thrive! An approachable and accessible leadership team that is dedicated to your success and career development A rich product portfolio and open architecture so you can do what is best for your clients A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently All the resources of a Fortune 150 company with the personal feel of a smaller company Marketing warm leads and qualified referrals from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools For You: Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team Work in a collaborative environment with a high-performing team Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical and problem-solving skills Excellent interpersonal, verbal, and written communication skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Carpenter Technology logo

Business Process Leader II - Quality Management

Carpenter TechnologyPhiladelphia, PA
Carpenter Technology Corporation is a leading producer and distributor of premium specialty alloys, including titanium alloys, nickel and cobalt based superalloys, stainless steels, alloy steels and tool steels. Carpenter's high-performance materials and advanced process solutions are an integral part of critical applications used within the aerospace, transportation, medical and energy markets, among other markets. Building on its history of innovation, Carpenter's wrought and powder technology capabilities support a range of next-generation products and manufacturing techniques, including novel magnetic materials and additive manufacturing. Business Process Leader II - Quality Management Location: Raleigh, NC or Reading, PA or Latrobe, PA or Philadelphia, PA US Citizens or Green Card Holders only due to ITAR/EAR compliance The Business Process Leader II - Quality Management will . . . Support global business outcome improvement efforts for Integrated Business Planning (IBP) module design, related business processes, and master and transactional data governance requirements. Position Summary: Identify and lead business outcome improvement initiatives (data flow and governance, business process execution and automation (productivity, time management, quality, cost, standardization). Identify and / or lead business performance optimization efforts through the evaluation and review of current process(es), data flow and requirements, and performance metrics (key performance indicators). Drives data analysis with predictable outcomes in decision making to lead improvements in business outcomes and prioritization of overall team efforts. Co-lead with business owner stakeholder(s) improvement strategies and the identification of change management implications. Identify and co-lead with business owner stakeholder(s) any data migration or update requirements and activities. Identify detailed requirements for overall implementation stages and stakeholder requirements (including business owner(s) requirements for training, testing and adoption planning and execution). Provide input into required end user training documentation materials, business process procedures, and may support training delivery of new or changed system or business process design. Analyze and monitor implemented changes to business processes and make adjustments as needed. Guide business stakeholders to perform assigned tasks in accordance with established standards and templates in order to identify and meet agreed upon milestones and overall timeframe to implement improvement initiatives. Present progress reports, offer alternatives and/or solutions to address feedback or schedule (timeframe) risks. Perform other duties and projects as assigned. Quality Management Responsibilities: Executes S4 HANA configuration design, testing and approvals in order to implement business performance optimization initiatives. Quality Master Inspection Characteristics Quality Inspection Plans (Inspection plans, Sampling procedures and Master inspection characteristics (MICs) Quality Notifications (Defect recording, Corrective & preventive actions (CAPA), Internal / customer / supplier notifications) Quality Inspection Types (Goods Receipt, In-Process, Final Inspection, Recurring inspections) Usage Decisions (Accept/reject logic, Follow-up actions) Defect recording, Corrective & preventive actions (CAPA), Internal / customer / supplier notifications Batch Management (Batch status and Quality status integration) Quality Certificates Supplier Quality Management Audit Management Quality Information System: Provides reporting and analysis capabilities for quality-related data, allowing for monitoring trends, identifying improvement opportunities, and tracking key quality metrics. Requirements for the Business Process Leader II - Quality Management: Bachelor's Degree of foreign equivalent required, preferable in Computer Science or other related discipline. US Citizen or Green Card Holder required due to ITAR / EAR compliance. Ability to travel within and outside United States for business related requirements. 10+ years of related experience with Production Application Support of Quality Management modules in SAP and related business processes as well as master and transactional data governance requirements. MM (Materials Management): GR inspection, Vendor quality management, QM info records PP (Production Planning): In-process inspections, Production orders, Shop floor quality checks SD (Sales & Distribution): Customer complaints, Returns and quality notifications WM/EWM: Stock types (quality inspection stock) FI/CO: Scrap, rework, and cost postings Demonstrated leadership of prior full life-cycle SAP S/4 MM implementation or enterprise-wide redesign. 5-7+ years of related experience in Project Management through developing and executing test plans to ensure that the system is working as expected, and relevant SAP module (system architecture) experience in related industry Requires excellent written and verbal communication skills, leadership skills, collaboration skills and analytical and problem-solving skills. Ideal candidates need to have effective time management and organizational skills with demonstrated continuous improvement outcomes with enterprise-wide qualitative results. Exceptional leadership, collaboration, time management and organizational skills. Advanced analytical and problem-solving skills. Demonstrated continuous improvement outcomes with enterprise-wide qualitative results. Carpenter Technology Company offers a competitive salary and a comprehensive benefits package including life, medical, dental, vision, flexible spending accounts, disability coverage, 401k with company contributions as well as many other options to employees. Carpenter Technology Corporation's policy is to fully and effectively maintain a program of equal employment opportunity and nondiscrimination for all employees, to employ affirmative action for all protected classes, and to recruit and develop the best qualified persons available regardless of age, race, color, religion, sex, gender identity, sexual orientation, marital status, national origin, political affiliation or any other characteristic protected by law. The Company also will recruit, develop and provide opportunities for qualified persons with disabilities and protected veterans.

Posted 2 days ago

Geico Insurance logo

Senior Product Manager, Lead Management

Geico InsuranceNew York City, NY

$140,425 - $229,600 / year

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is building next-generation lead management platforms that power how consumer demand is captured, prioritized, routed, and converted - and how enterprise sales teams manage business pipelines and operational performance at scale. The Sales Enablement Platform sits at the center of GEICO's growth engine, enabling: Consumer lead management experiences that optimize conversion, responsiveness, and customer satisfaction, and Enterprise lead management capabilities that help internal teams manage business pipelines, coverage models, and execution efficiency. This is a high-impact role responsible for shaping a platform that directly influences growth outcomes, operational productivity, and customer experience - while meeting GEICO's standards for reliability, security, compliance, and scale. We are looking for a senior product manager who thrives in complex systems, brings strong product judgment, and can operate effectively across both consumer-facing experiences and enterprise-grade platforms. This is a hybrid position, requiring on-site presence 2-3 days a week at one of the following locations: Palo Alto, CA; Seattle, WA; Chevy Chase, MD, Dallas, TX, Manhattan, NY. Key Responsibilities Platform Strategy & Vision Own the product strategy and roadmap for GEICO's Sales Enablement Platform, spanning both consumer and enterprise workflows. Translate business objectives into scalable platform capabilities that improve conversion, operational efficiency, and revenue performance. Balance short-term delivery with long-term architectural investments. Consumer Lead Management Lead product strategy for consumer-facing lead experiences Drive measurable improvements in lead quality, response times, and conversion rates. Enterprise Sales Enablement Own enterprise platform capabilities that support internal sales teams Enable sales teams to increase efficiency, effectiveness, and predictability in achieving business targets. Platform Excellence & Reliability Own platform KPIs Ensure the platform meets GEICO's standards for enterprise reliability and governance. Cross-Functional Leadership Collaborate closely with engineering, data, design, marketing, sales operations, analytics, security, legal, and compliance teams. Drive alignment on problem definition, success metrics, roadmap sequencing, and delivery execution. Communicate effectively with senior leadership and executive stakeholders. Basic Qualifications 7+ years of product management experience, with significant ownership in consumer and enterprise lead management products. Strong quantitative background. Excellent written and verbal communication skills. Bachelor's degree or equivalent practical experience. Annual Salary $140,425.00 - $229,600.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 2 weeks ago

Morgan Stanley logo

Process Risk & Control - Investment Management - Associate

Morgan StanleySeattle, WA

$105,000 - $115,000 / year

Morgan Stanley Investment Management Global Risk & Analysis Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.5 trillion in assets under management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Investment Management's Global Risk & Analysis department has an open position for a Process, Risk and Controls (PRC) professional at the Senior Associate level based in New York or Boston. The position will report into an Executive Director of Risk and will interface with business partners in both the private and public sides of the business. Responsibilities: Assist with the risk and issue driven deep dive reviews to identify root causes as well as the identification of risks, controls, risk responses, and opportunities for enhancements including control optimizations. Perform post-PRC effort operational effectiveness such as analyzing self-assessments results and performing testing & monitoring activities. Assist in preparing, coordinating, and presenting key PRC initiatives and updates to varying levels of management including executives. Assist in updating the Risk & Controls Self-Assessments as well as the creation and maintenance of issues and action plans in the respective Morgan Stanley systems. Assist in building out the PRC framework as well as developing project roadmaps. Assist in the development of consistent standards of risk and control documentation, including diagrams/flowcharts, within MSIM and enhance risk and control reporting. Involvement in other projects and duties assigned Qualifications Undergraduate degree in business, engineering, finance, economics or other disciplines demonstrating both quantitative and qualitative analytical skills. Strong project management, organization and time management skills Strong and effective verbal & written communication skills Good analytical and technical skills including proficiency with Excel, Visio, and other end user computing tools, process mapping experience a plus. 3+ years of financial services experience is a plus. Some experience in business analysis or data analysis, process improvements, internal audit, regulatory projects, cyber & information security or technology integration is a plus 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 $105,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

Pressley Ridge logo

Records Management Specialist (Temporary)

Pressley RidgePittsburgh, PA
Position Summary The Records Management Specialist, under direct supervision, will be responsible for the retention and destruction of closed client paper files. Responsibilities Records Management and Support Processes client paper files for retention and destruction according to the Records Management Policy and Records Management Standard Operating Procedure. Scanning client paper files into the Electronic Health Record system that do not meet the destruction requirements. Assists with record requests (e.g., locating, scanning, and sending records), as needed. Establishes rapport with staff, while maintaining appropriate boundaries. Communication Communicates and working with a multi-faceted team of professionals. Supervision Receives Supervision Receives supervision from and actively communicate with supervisor on an ongoing basis throughout the week by phone, email, written message and when possible, in person regarding program matters. Leadership Establishes rapport with staff, while maintaining appropriate boundaries. Risk Maintains confidentiality and working in a professional manner with colleagues. Qualifications Credentials/Licensure: Valid driver's license and car insurance. Clearances: State Police FBI Child Abuse Clearances Working Conditions Physical Demands This position requires operating a keypad device 50% of the day and electronic/office equipment 50% of the day. Travel is required approximately 5 times per month about 25% of the day. Fingers, thumbs, hands, wrists, elbows, legs and feet are all routinely used throughout the day. The lower and upper torso is used 25% of the day. Employee must meet minimum requirements for hearing, speech, and vision. Walking is required 25% of the day. Standing occurs 25% of the day. Sitting happens 75% of the day. Reaching above the shoulder as well as bending and twisting are performed 25% of the day. This function routinely lifts 10 pounds, 4 times per day. The maximum lift is 25 pounds, 1 time per day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Mental Demands: Continually handles nothing. Frequently performs multiple tasks and handles distractions that interfere. Occasionally handles diversity of problems and the need to concentrate. Seldom has the need for quick decisions. Environmental Factors Office Working Hours Monday through Friday, up to 40 hours per week.

Posted 1 week ago

The Buckle logo

Sales And Management Intern

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

Posted 3 days ago

PwC logo

Asset & Wealth Management - Tax Senior Manager

PwCFort Worth, TX

$124,000 - $335,000 / year

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead and manage large-scale projects to achieve successful outcomes Innovate and streamline processes to enhance efficiency and effectiveness Maintain exceptional standards of operational excellence in every activity Interact with clients at a senior level to drive project success Build trust with multi-level teams and stakeholders through open communication Motivate and coach teams to solve complex problems Serve as a strategic advisor, leveraging specialized knowledge and industry trends Provide strategic input into the firm's business strategies What You Must Have Bachelor's Degree in Accounting 5 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart In-depth knowledge of compliance for financial partnerships Knowledge of structuring funds to limit tax liability Experience identifying and addressing client needs Building and utilizing networks of client relationships Managing resource requirements and project workflow Creating an atmosphere of trust in teams Developing new relationships and selling new services Innovating through new and existing technologies Utilizing digitization tools to enhance engagements Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Old Dominion Freight Line Inc logo

Management Trainee (Onsite: Kansas City, KS)

Old Dominion Freight Line IncColumbia, MO

$62,400 - $65,520 / year

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

Posted 2 weeks ago

US Bank logo

Wealth Management- Affluent Banker

US BankDelphos, OH

$81,600 - $96,000 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications Bachelor's degree, or equivalent work experience Five or more years of experience in Wealth Management private banking and/or senior level financial services experience Series 6-63 or Series 7-63 licenses Preferred Skills/Experience Strong relationship management, sales, and business development skills Moderate understanding of Wealth products and offerings Strong competency in Financial Planning Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business Well-developed analytical and problem-solving skills Ability to make critical decisions independently Effective writing, speaking and presentation skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

C logo

Staff Product Manager, Identity And Access Management

Core WeaveSunnyvale, CA

$188,000 - $275,000 / year

CoreWeave is The Essential Cloud for AI. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: You'll lead the evolution of CoreWeave IAM, the platform that manages identity, authentication, and authorization across CoreWeave's products and services. This team builds foundational security capabilities that enable the world's leading AI labs and enterprises to securely access critical data and infrastructure. Your work will directly support scalable, secure AI workloads by ensuring identity and access controls are robust, flexible, and enterprise-ready. You will drive a novel, modern approach to IAM that delights customers, even those with the most stringent security requirements. About the role: As a Staff Product Manager for Identity and Access Management, you will own and evolve CoreWeave IAM, the platform responsible for identity, authentication, and authorization across CoreWeave's products and services. In this role, you'll define the IAM product strategy and roadmap while working closely with engineering, security, product, field, and marketing teams to deliver scalable, secure identity capabilities. You'll partner with enterprise customers and internal stakeholders to ensure CoreWeave IAM meets the security, reliability, and performance needs of critical AI workloads. This role is highly cross-functional and sits at the intersection of enterprise security, cloud infrastructure, and AI platforms. Who You Are: 8+ years of product management experience, preferably in enterprise identity, security, or cloud infrastructure Demonstrated experience owning and delivering identity, authentication, and authorization products or platforms Strong technical understanding of enterprise IAM concepts, including least-privileged access, SSO, MFA, and authn/authz systems Hands-on experience with identity standards and protocols, such as OIDC/OAuth, SAML, and PKI Solid understanding of cloud infrastructure and enterprise platforms Familiarity with DevOps and Infrastructure-as-Code tools, such as Kubernetes and Terraform Proven track record of managing products from concept through launch and iteration Experience defining and tracking product performance metrics and using data to inform product decisions Bachelor's or Master's degree in Computer Science, Engineering, or a related technical field Preferred Experience building IAM platforms that support large-scale, multi-tenant enterprise customers Background working with security teams or compliance-driven environments Experience supporting AI, HPC, or mission-critical infrastructure workloads Wondering if You're a Good Fit? We believe in investing in our people and value candidates who bring diverse experiences, even if you aren't a 100% match. If some of this describes you, we'd love to talk. You believe that security done right is an enabler of great customer experiences, not a hurdle You love to act as the voice of the customer, turning real-world enterprise needs into secure, scalable products You're curious about identity and security trends and how they intersect with AI platforms and agentic infrastructure You're an expert in enterprise identity, authentication, and authorization, and enjoy building systems that enable secure access to critical data and infrastructure The base salary range for this role is $188,000 to $275,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: Medical, dental, and vision insurance- 100% paid for by CoreWeave Company-paid Life Insurance Voluntary supplemental life insurance Short and long-term disability insurance Flexible Spending Account Health Savings Account Tuition Reimbursement Ability to Participate in Employee Stock Purchase Program (ESPP) Mental Wellness Benefits through Spring Health Family-Forming support provided by Carrot Paid Parental Leave Flexible, full-service childcare support with Kinside 401(k) with a generous employer match Flexible PTO Catered lunch each day in our office and data center locations A casual work environment A work culture focused on innovative disruption Our Workplace While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act- California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Posted 3 weeks ago

Aegon logo

Head Of Production Management - WFG

AegonPhiladelphia, PA

$235,000 - $265,000 / year

Job Family Operations - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary This role leads and sustains the transformation of WFG Service Operations through the service delivery and production teams. Job Description Responsibilities Develop tools for measuring and monitoring internal operational performance and third-party vendor performance. Collaborate with data and analytics teams and implement programs to ensure data quality. Implement process improvements within current processes incorporating data and analytics to measure and sustain benefits. Administer low code platform configuration and implement AI tools and robotics processing automation. Source and facilitate service tooling and digital service delivery with best-of-class platform providers. Manage the tooling for multi-market, multi-product distribution across financial services industry verticals including insurance, annuities, wealth, group, banking, private market and liquidity. Develop and implement assurance programs for service quality, process efficiency, and work-force management. Collaborate with service and process leadership to support performance improvement. Collaborate with digital platform designers and executives responsible for agent/advisor experience. Engaging field leaders, platform users (VOC), product providers, and control functions (legal, finance, compliance) for overall service delivery governance. Accountable for continuous improvement in efficiency, productivity and overall satisfaction (NPS). Engage stakeholders to develop ambitious and clear strategic priorities; communicate "the strategic narrative" to employees. Serve as a subject matter expert for stakeholders across the organization. Includes knowledge of multiple products, features, benefits, pricing, etc. and their relative positioning in the marketplace. Represent current and emerging industry developments/trends in strategic discussions. Foster employee engagement by building a non-hierarchical culture of collaboration, transparency, and trust across the team. Recruit, develop, and lead high-performing teams with expertise in advanced process management, low-code platform administration, process automation, platform integration, artificial intelligence, and modern service technologies including RESTful APIs and streaming architectures. Lead the modeling and design of automated service solutions within a scalable service architecture framework to drive sustained improvements in operational efficiency, service quality, and user experience. Own the strategy and execution of service tooling across diverse financial services verticals-including insurance, annuities, wealth management, group benefits, banking, private markets, and liquidity-to support multi-market, multi-product distribution. Qualifications Bachelor's degree in business, finance, or related field, or equivalent experience. 15+ years of leadership experience in operations and service delivery, with deep knowledge of customer expectations, product trends, and the competitive landscape. Proven success leading enterprise-wide transformation initiatives and transitioning to business-as-usual operations. Strategic thinker with the ability to simplify complexity into actionable, prioritized plans. Exceptional communication, decision-making, and stakeholder engagement skills. Strong leadership presence with a focus on team development, collaboration, and performance. Expertise in continuous process improvement, including performance monitoring, output management, and training of process professionals. Demonstrated success in process engineering designed to deliver sustained high levels of service quality, drive automation, and eliminate waste. Experience configuring omni-channel infrastructure (telephony, workflow, transaction processing) and delivering event-driven workflows, robotic process automation (RPA), and vendor-integrated services. Proven application of AI in service management, training, and task support using service data and digital interactions to drive adoption and use. Deep understanding of financial services supply chain protocols and integration standards (DTCC, ACORD, SWIFT, REST, JSON). Proficient in process improvement methodologies: Lean Six Sigma (L6r), Theory of Constraints (TOC), Kaizen, Lean, Business Process Reengineering (BPR), Agile, and Total Quality Management (TQM). Working Conditions Office Environment Occasional Travel The Salary for this position generally ranges between $235,000 - $265,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 1 week ago

Michels Corporation logo

Change Management Analyst - Micon Group, Inc.

Michels CorporationLomira, WI
As one of the largest, most diversified utility contractors in North America, MICON Group, Inc. has been unlocking the potential of infrastructure and transportation construction for six decades. Our operational crews depend on support from our in-house experts to advance critical infrastructure projects. At every turn we consider safety, social and environmental responsibility, and the health and wellbeing of our people and the communities in which we work. The safety of our people, our contractors, our customers, the environment, and the communities in which we work, is our highest core value. We strive to make a difference in positive, respectful, and responsible ways. Our work improves lives. Find out how a career as a Change Management Analyst can change yours. As a Change Management Analyst, your key responsibilities will be: Collect and organize project data: schedules, cost reports, daily reports, RFIs, submittals, meeting minutes, time sheets, logs, etc. Perform initial document reviews to identify relevant issues, including delays, disruptions, or other impacts. Conduct analyses to support change requests, such as quantity takeoffs, cost comparisons, data entry, timeline mapping, daily report compilations, etc. Support senior staff in schedule, cost data extraction (e.g., pulling updates from Primavera P6, cost systems), and other change order/claim preparation efforts. Assist in preparing exhibits, graphics, and supporting documentation for claims and change order requests. Coordinate with project teams to validate data, identify missing information, and clarify timelines. Assist with drafting sections of change orders and claims narratives (e.g., background, summary of events). Attend project meetings and capture notes when needed. Support research tasks (e.g., industry standards, contractual clauses, past claims, benchmarks). Understand contractual requirements and assist Project team to ensure requirements are timely met. Maintain version control, file organization, and documentation trackers. Identify risks and improvement opportunities in claims processes. Support proactive change management efforts to aid project teams in successful adoption of new processes, systems, and technologies Why MICON Group, Inc.? We are consistently ranked among the top 10% of Engineering News-Record's Top 400 Contractors Our steady, strategic growth revolves around a commitment to quality We are family owned and operated We invest an average of $5,000 per employee on training each year We offer a comprehensive benefits package, including health, dental and vision, competitive paid time off plans and much more! We reward hard work and dedication with limitless opportunities We believe it is everyone's responsibility to promote safety, regardless of job titles. Michels offers a comprehensive benefits program, including Health, Dental, Life, Flexible Spending Accounts, Health Savings Account, Short Term and Long Term Disability Insurance, 401(k) plan, Legal Plan, and Identity Theft and Monitoring Plan. Depending on your position and location you may participate in a different benefit plan. Why you? You like to surround yourself with dedicated, value-driven people You believe there is a solution to every challenge - and you can find it You understand the importance of small details on large projects You like to know your efforts are noticed and appreciated You want to make your own decisions, but know support is always available You want to work to make a difference in people's lives What it takes? 2+ years technical documentation evaluation experience, or equivalent combination of education and experience Strong organizational and documentation skills, and high attention to detail Basic understanding of construction contracts, construction documents, and project controls Ability to critically evaluate technical documents' functional specifications to ensure they are delivered to the required standards Data management proficiency, including excel Clear and concise written and verbal communication Ability to travel up to 20% of the time AA/EOE/M/W/Vet/Disability https://www.michels.us/website-user-privacy-policy/

Posted 30+ days ago

Surgery Partners logo

Physician - Interventional Pain Management

Surgery PartnersJacksonville, FL
Interventional Pain Physician - Join Our Growing Team at Riverside Pain Physicians (Jacksonville, FL) Location: Jacksonville, Florida Practice: Riverside Pain Physicians Position: Full-Time Interventional Pain Management Physician Riverside Pain Physicians is seeking a board-certified or board-eligible Interventional Pain Management Physician to join our established and expanding practice in Jacksonville, Florida. We are a well-respected, multi-location pain management group dedicated to providing compassionate, evidence-based care for patients suffering from chronic pain conditions. What We Offer: Competitive compensation and productivity-based incentives Partnership track available Full administrative and clinical support Established referral base and growing patient volume Collaborative, multidisciplinary team environment Responsibilities: Diagnose and treat acute and chronic pain conditions using advanced interventional techniques Perform a wide range of procedures including spinal cord stimulation, epidurals, nerve blocks, and more Collaborate with referring physicians, physical therapists, and staff to deliver comprehensive care Maintain accurate and timely documentation using EMR systems Participate in ongoing quality improvement initiatives Qualifications: MD or DO with completion of an accredited Pain Medicine Fellowship Board Certified or Board Eligible in Pain Medicine Active or eligible Florida medical license Strong interventional skills and a patient-centered approach to care Excellent communication and teamwork abilities Why Jacksonville? Jacksonville offers a fantastic quality of life with beautiful beaches, vibrant neighborhoods, and a low cost of living. Enjoy year-round outdoor activities, excellent schools, and a growing medical community in one of Florida's most dynamic cities. Benefits: Comprehensive health, dental, and vision insurance Health Savings Account with an employer contribution Life Insurance PTO 401(k) retirement plan with a company match And more! Equal Employment Opportunity & Work Force Diversity Our organization is an equal opportunity employer and will not discriminate against any employee or applicant for employment based on race, color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, parental status, sexual orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc. Furthermore, our organization is committed to going beyond the legal requirements of equal employment opportunity to take positive actions which ensure diversity in the workplace and result in a multi-cultural organization. #200

Posted 30+ days ago

Keybank National Association logo

Sr Compliance Manager - Compliance Testing And Regulatory Management For Key Investment Services (Kis)

Keybank National AssociationAlbany, NY

$116,000 - $216,000 / year

Location: 4900 Tiedeman Road, Brooklyn Ohio The Key Investment Services Sr. Compliance Manager - Compliance Testing and Regulatory Management role is direct report of the Key Investment Services (KIS) Chief Compliance Officer who is responsible for leading a small team within a function, product, or process which ensures Key and KIS follow all required rules and regulation and understands and complies with current regulations. They will develop business plans, policies and procedures and will also be responsible for various projects to improve efficiencies. The Senior Compliance Manager sits in the second of defense. Incumbents are known internally and externally as reliable, knowledgeable resource. ABOUT KEY INVESTMENT SERVICES LLC KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company. KIS also offers insurance products in conjunction with an affiliated insurance agency KeyCorp Insurance Agency USA Inc. KIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. ESSENTIAL JOB FUNCTIONS Perform and supervise the daily activities of the KIS Compliance Testing Team within the firm's Compliance Department to ensure compliance with all regulatory requirements set forth by SEC, FINRA and state securities and insurance divisions. Develop and manage routine and annual KIS compliance monitoring, testing that are aligned with KeyCorp's Enterprise Risk Management program and ensure timely submission of summary reports to management Perform control reviews and testing in support of annual FINRA 3120/3130 and SEC 206(4)-7 requirements. Manage and deliver annual FINRA 3120/3130 and SEC 206(4)-7 reporting to management. Manage securities and insurance examinations with external regulatory bodies (e.g., SEC, FINRA, State securities/insurance commissions) in conjunction with internal regulatory relations partners. Provide internal reporting to management on status of ongoing regulatory examinations. Perform and oversee 2nd line of defense validation testing Work closely with other KIS Compliance Team leads in the continuous review of the business processes to identify efficiencies and potential improvements in accordance with industry regulatory environment and coordinate the implementation of enhancements. Gather and provide information necessary to comply with requests from regulatory, legal and audit personnel. Actively participate in the continuous development of proactive reporting (utilizing summary information from existing processes) to provide consistent and reliable information to senior management on high-level risks. Seek to identify additional methods to effectively detect and report on potential compliance risks (sales trends, product concentrations, policy/procedure gaps, etc.). Share best practice recommendations with administrative areas of the firm and sales management and provide ongoing support to administrative and field personnel regarding compliance issues. Participate in special projects as assigned which could include acting as the Compliance Department designee on firm and enterprise-wide project teams for operational projects. REQUIRED QUALIFICATIONS Bachelor's Degree in a business-related field or equivalent experience Minimum 7 years of progressively responsible compliance, regulatory or investment industry experience Minimum 2 years supervisory experience FINRA Series 7 and Series 24 (or ability to obtain) Solid knowledge of the securities, insurance and investment advisory industries, including SEC, FINRA and state insurance and investment advisory laws, rules and regulations Solid knowledge of brokerage industry operations and service functions Working knowledge of bank channel retail non-deposit investment program structure and controls Strong written and verbal communication skills Demonstrated ability to problem solve and exhibit strong analytical skills Demonstrated ability to work in self-directed manner with good organizational skills Proven ability to foster open communication COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 03/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Hybrid

Posted 1 week ago

C logo

Vice President, Data Management & Reporting

Corebridge Financial Inc.Jersey City, NJ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. Summary of Responsibilities This role is responsible for managing data integration, reporting and designing dashboards aligned to business KPIs. Responsible for providing accurate, consistent and timely metrics across RS to various business stakeholders. This role is part of the business team and requires partnering with RS business leaders, IT, Finance and Corebridge centralized data management teams. Gain in-depth knowledge of business processes, data lineage to deliver historical and forward-looking business performance. Manage team of 6 internal and offshore resources with technical and business expertise. Integrate external data sources that will lead to business results. Roles & Responsibilities Business owner of RS data and reporting platforms to design, implement and maintain dashboards, reports and analytics Leverage a mix of technical skills like SQL, BI Reporting tools and database management, along with retirement services business to serve consumable information Lead a team to manage complex data structure, ensures data integrity to modernize business metrics & insights. Drive innovation and growth through data-driven insights for key decisions like sales, pipeline, retention and client insights Ability to deliver data-driven solutions and manage cross functional projects Leverage business and data expertise to identify health of various processes through metrics and measurements Drive efficiency and modernization of the sales organization by driving the adoption of sales tools and consistent practice management initiatives What we are looking for Knowledge and experience in retirement and financial industry Ability to visualize complex metrics in a easy to understand manner Experience in building dashboards, metrics and data analysis Technical skills like SQL, Python/R, BI Tools (Tableau, Power BI), Cloud Platforms (Azure, AWS), Data Warehousing are highly recommended Experience in understanding and managing disparate data sources to drive dashboards and business analytics Minimum 10+ years of experience with which includes designing and implementing highly visible, complex, and wide-scope reporting and analytics Minimum 10+ years of professional experience in data management, reporting or analytical space Advanced degree or designation preferred: MFE (MS in Financial Engineering), MBA, FSA or equivalent Work Location This position is currently designated as remote. Estimated Travel May include up to 25%. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: www.corebridgefinancial.com Functional Area: SM - Sales & Marketing Estimated Travel Percentage (%): No Travel Relocation Provided: No American General Life Insurance Company

Posted 3 weeks ago

Lockheed Martin Corporation logo

Engineering Project Management Sr Staff- Level 5

Lockheed Martin CorporationFort Worth, TX
Description:We are Lockheed Martin You will be the Lead of the F-22 Engineering Sustainment team. What You Will Be Doing You will be responsible for developing, coordinating planning, organization, control, integration and completion of sustainment projects for the F-22 program. Your responsibilities will include: Plans and conducts customer reviews related to all aspects of the Reliability Maintainability and Sustainability process enabling software and DHM development Coordinates activities concerned with technical developments and maturation of new OFP development. Responsible for data analytic efforts and generating program metrics. Other responsibilities include data analytic efforts and generating program metrics. Must be a US Citizen. This position is located at a facility that requires special access. What's In It For You: From onsite to remote, we offer flexible work schedules to comprehensive benefits investing in your future and security, Learn more about Lockheed Martin's comprehensive benefits package here. Do you want to be part of a company culture that empowers employees to think big, lead with a growth mindset, and make the impossible a reality? We provide the resources and give you the flexibility to enable inspiration and focus -if you have the passion and courage to dream big, work hard, and have fun doing what you love then we want to build a better tomorrow with you. This position is in Fort Worth, TX Discover Fort Worth. Basic Qualifications: Bachelor's degree or higher with experience in Engineering, or a related STEM field Experience communicating with multi-disciplined engineering teams Previous experience related to BOE development, proposal process, and contracts Secret security clearance Desired Skills: F-22 platform experience Knowledge of F-22 engineering systems, processes, and teams Experience with and understanding of the F-22 proposal process Engineering project management experience Excellent written and oral communication skills Strong organizational, planning, and time management skills. Ability to obtain F-22 SAP clearance Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration. Clearance Level: Secret Other Important Information You Should Know Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to Work Remotely: Onsite Full-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility. Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Schedule for this Position: 4x10 hour day, 3 days off per week Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. Join us at Lockheed Martin, where your mission is ours. Our customers tackle the hardest missions. Those that demand extraordinary amounts of courage, resilience and precision. They're dangerous. Critical. Sometimes they even provide an opportunity to change the world and save lives. Those are the missions we care about. As a leading technology innovation company, Lockheed Martin's vast team works with partners around the world to bring proven performance to our customers' toughest challenges. Lockheed Martin has employees based in many states throughout the U.S., and Internationally, with business locations in many nations and territories. Experience Level: Experienced Professional Business Unit: AERONAUTICS COMPANY Relocation Available: Possible Career Area: Program Management Type: Full-Time Shift: First

Posted 3 weeks ago

O logo

Wealth Management

Old Second National BankDowners Grove, Illinois, United States; Oakbrook Terrace, Illinois, United, IL

$20+ / hour

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! What Makes You a Great Fit You are an undergraduate college-level student who is interested in gaining financial and operational experience in a Community Bank environment. You are willing to work onsite to learn from field experts and gain valuable exposure to bank operations and financial processes. What we Offer This is a paid internship. You will gain first-hand knowledge within your area of interest, which may include: Exposure to high-net-worth clients and prospects Development of communication and presentation skills within a professional work environment A thorough understanding of bank policies and external regulatory requirements. Participation in education events, networking and presentations. Compensation Base pay: $20.00/hour Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits Interns working a fifteen-week assignment (or less) will accrue two days of PTO and will receive holiday pay. Minimum Qualifications Must have a high school diploma or equivalent and be in pursuit of an undergraduate college degree, as follows: Currently enrolled in college; or Enrolled in college for Fall 2026; or College graduate between May 2025 - June 2026 Must have reliable transportation and be able to work onsite. Onsite locations depend on the department. Common onsite locations include Downers Grove, Oakbrook, Aurora and Chicago-Wacker. Must be available to work 20-40 hours per week and be available to start late May/early June through the end of July/early August. Internship durations vary between 8 - 12 weeks. Competencies Proficient in using Window 2010 Office software with intermediate skills in Word, Excel and PowerPoint. High degree of accuracy and attention to detail. Ability to work in a fast-paced environment; prioritizing work and multi-tasking. Desire to work in a professional environment. Wealth Management Internship The Wealth Management department specializes on financial wellness and growth for consumer clients. The department offers a wide variety of products and services to meet our clients' needs including personal fiduciary, investment and wealth management, trust and custodial services. Our Wealth Advisors not only support the day-to-day financial needs of our customers but also provide financial advice for life events like college savings, retirement, and more. Work with the Wealth Management department's portfolio managers, assisting with a variety of tasks related to asset management Provide a hands-on learning environment, immersing them in the different areas of Trust and Investment Management Develop and execute presentation materials for high-net-worth clients and prospects Work with portfolio manager to customize presentation materials for specific clients on demand. Work within Excel, PowerPoint and other 3rd party software to accurately capture key performance data and clearly communicate this data visually Assist the gathering of research materials, at investment officer's direction, for stocks and economic sectors Utilize quote systems (Bloomberg) to maintain and create Excel spreadsheets for investment research and analysis Complete and present a research report on an equity market subsector utilizing the tools and resources that you will learn about in the internship Thanks for considering Old Second!

Posted 3 days ago

COPE Health Solutions logo

Team Leader, Enhanced Care Management- Los Angeles

COPE Health SolutionsDowntown Los Angeles, CA
The ECM Team Leader is responsible for providing supervision, coaching, and operational support to members of the Enhanced Care Management (ECM) team. This role offers leadership through staff training, mentoring, and case conferencing to ensure high-quality, patient-centered care delivery. In addition to managing team operations, the Team Leader maintains a limited caseload, directly supporting patients in navigating complex health and social service systems to address their needs. Working collaboratively across disciplines, the ECM Team Leader partners with internal stakeholders such as medical providers, social workers, and case managers, as well as external community organizations, to coordinate services and optimize patient outcomes. This role requires advanced communication skills, strong interdisciplinary collaboration, and a systems-based approach to care. Responsibilities Act as a subject matter expert on program workflow and care model, providing leadership, guidance, and best practice techniques to staff. Carry a limited caseload. Conduct social determinants of health interviews with patients to identify needs and document appropriately. Develop a plan to address moderate and high social determinants of health and health equity needs. Assist patients with problem-solving barriers to health stabilization by identifying, locating, connecting to, and navigating needed community and medical system services. This may include accompanying patients to appointments and assisting patients with completing forms to access needed services. Link clients to and inform them of available community resources. Teach clients the knowledge and skills needed to obtain care (empowerment). Actively build individual/client, community, and team capacity. Strong leadership skills and the ability to motivate and engage a team. Excellent communication and interpersonal skills to effectively collaborate with diverse stakeholders. Ability to make administrative and procedural decisions and judgments on sensitive, confidential issues. Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments. Be a spokesperson and advocate for clients when they are unable to speak for themselves. Promote growth of team members in areas of patient-centered care, education, and cross-organizational care. Provide continual coaching support and guidance in promoting adherence to the Care Model and other evidence-based practice. Trains new team members and provides ongoing staff development instruction. Conveys all questions and concerns of team regarding clients and plan of care to managers and clinical consultants. Lead onboarding, orientation, and training of staff. Assign incoming patient referrals and monitor volume of referrals assigned to staff. Ensure employees have the needed tools and resources to achieve goals and ensure compliance. Work closely with Program Managers on day-to-day program operations. Collaborate with Program Managers on team productivity and outreach tracking. Minimum Job Requirements High school diploma or GED; experience directly related to the duties and responsibilities specified. Must have valid driver's license with reliable vehicle and car insurance Ability to travel up to 80%

Posted 1 week ago

Shore United Bank logo

IT Project Management Lead

Shore United BankAnnapolis, MD

$112,233 - $201,680 / year

Shore United Bank is seeking a full-time IT Project Management Lead to join our team. The IT Project Management Lead will serve as the strategic orchestrator for all IT initiatives across infrastructure, security, applications, and data. Reporting directly to the Chief Information Officer (CIO), this role ensures disciplined project governance, capacity planning, and delivery oversight. Acting as the interface between technical teams and business stakeholders, the position emphasizes Agile principles to improve transparency, prioritization, and execution velocity. The selected candidate will bring a mix of technical acumen within financial services, strong collaboration skills, and the ability to synthesize information for executive-level audiences. This is an individual contributor role charged with maturing the project management function within IT through direct leadership. Essential Functions Include: Portfolio Governance & Strategy Establish and maintain a centralized IT project portfolio, including prioritization, resource allocation, and delivery tracking. Implement governance frameworks to monitor capacity, delivery velocity, and risk across all IT initiatives. Provide executive-level reporting and dashboards for CIO and business leadership. Project Oversight & Execution Serve as the primary liaison between technical leads and business units, ensuring alignment on scope, timelines, and outcomes. Apply Agile principles to improve collaboration, adaptability, and iterative delivery. Monitor project health, escalate risks, and drive corrective actions to keep initiatives on track. Capacity & Resource Planning Develop and maintain a capacity model for IT resources to inform prioritization and scheduling. Apply judgment to address conflicts and/or escalate to the CIO as appropriate. Coordinate with technical leads to balance workloads and avoid bottlenecks. Vendor & Budget Management Oversee vendor engagement for IT projects, ensuring compliance with contractual obligations and budgetary constraints. Track project budgets and provide variance analysis to CIO. Continuous Improvement Identify and implement process improvements to enhance project management maturity. Champion tools and practices that improve transparency and accountability. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same. Participates in required training sessions, including training for compliance with BSA/AML policies and procedures. Location: Westgate Building - 200 Westgate Circle, Suite 200, Annapolis, MD 21401 Position Type/Expected Hours of Work: Full-time. Exempt. Days of Work: Monday-Friday. Support outside of normal business days/hours is expected to be rare and based on business need. Required Education and Experience: Bachelors degree in a business, technology, or related field. 10+ years of IT project management experience, with at least 3-5 years in banking or financial services. Proven ability to manage complex, multi-disciplinary IT portfolios. Strong understanding of Agile principles and experience applying them in IT environments. Exceptional communication and stakeholder management skills. Demonstrated ability to produce executive-level reporting and dashboards. Compensation: The pay range for this position is $112,233 to $201,680 annually. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company Benefits: Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work. Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more! Paid parental leave 401k savings plan with up to a 4% company match Employee Stock Purchase Plan Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives. Opportunity for growth and advancement Paid training program and continuous training sessions throughout the year on various topics Generous paid time off and paid sick time Community involvement opportunities Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Posted 30+ days ago

The Buckle logo

Sales And Management Intern

The BuckleSyracuse, NY

$16 - $19 / hour

Summary The Sales and Management Intern position's primary responsibility is to fulfill our mission statement, "to create the most enjoyable shopping experience possible for our Guests." Additionally, Sales and Management Interns perform a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Work closely with the Store Manager to develop an understanding of how Buckle's retail business works and what it takes to excel in management. Compensation & Benefits: Pay range: $16-$19/hr The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. For sales positions, Buckle pays a base rate plus commission on sales. The range listed is the estimated base rate plus commission for Teammates in this position. Full-Time Teammate Benefits: Health Your physical well-being matters. We provide health options that empower you to take control of your care and make informed decisions for you and your family. Medical Coverage Choose between two comprehensive plans. Preventive care is covered at 100%, and all plans include access to virtual care. Dental and Vision Insurance Preventive and routine dental and vision care to support your everyday health. Virtual Care 24/7 access to general, behavioral, and dermatology consultations. Mental Health Resources Through our Employee Assistance Program (EAP), teammates have access to free confidential counseling, wellness coaching, and self-care tools. Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and Roth options. Teammates may contribute after meeting eligibility requirements. To further support Teammates, Buckle provides discretionary matching contributions to qualifying Teammates. Health Savings Account (HSA) and Flexible Spending Accounts (FSA) Pre-tax options for qualified medical and dependent care expenses. Buckle contributes to your HSA if enrolled in the high-deductible medical plan. Performance Bonuses Eligible teammates may earn incentive-based bonuses in recognition of their performance. Teammate Discount 40% off Buckle products and 25% off Buckle gift cards to support your personal style. Peace of Mind We recognize the importance of stability, security, and time to recharge. Time Off Vacation time is earned on a progressive schedule based on your role and years of service, starting at 80 hours or 120 hours, depending on employment status and prorated for the first partial year. Teammates earn 40 hours of sick time per year (or more where required by law), prorated for the first partial year; up to 80 hours of sick time may be carried over from one year to another with a maximum of 80 hours of sick time per year including carryover. Teammates also receive one floating holiday and up to three days of bereavement leave. Salaried teammates receive one paid volunteer day. Income Protection Buckle provides company-paid basic life and AD&D insurance, with options to add Teammate-paid supplemental life and disability plans (short term and long term), helping to protect your income if you are unable to work. Leave of Absence Support Paid and unpaid time away is available for qualifying situations, with guidance from our Benefits Team to help navigate your options. Salaried teammates who meet eligibility requirements are eligible for medical leave pay, which can be used as paid parental leave for qualifying Teammates. Supplemental Insurance Options Accident, critical illness, and hospital indemnity coverage is available for added financial protection. Additional Benefits Legal services, identity theft protection, and pet insurance are available to eligible teammates. Part-Time Teammate Benefits We value every teammate and offer meaningful benefits-even for those working fewer hours. Teammate Discount 40% off Buckle products and 25% off Buckle gift cards to support your personal style. Medical Plan Access Eligible part-time teammates may choose between two comprehensive medical plans. Preventive care is covered at 100%, and all plans include access to virtual care. 401(k) with Company Match Start planning for the future with traditional and Roth options. Teammates may contribute after meeting eligibility requirements. To further support Teammates, Buckle provides discretionary matching contributions to qualifying Teammates. Mental Health Resources Through our Employee Assistance Program (EAP), teammates have access to free confidential counseling, wellness coaching, and self-care tools. Paid Leave in Applicable States Paid leave accrues where required by law; one hour of leave is accrued for every 30 hours worked. Essential Duties and Responsibilities This description intends to describe the general nature and level of work performed by Teammates assigned to this job. It is not intended to include all duties, responsibilities and qualifications. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sales Generation and Guest Service Greet Guests with a friendly, engaging attitude, and is consistently prepared to provide legendary service to each Guest Answer questions regarding the store and its merchandise Recommend, select, and help locate or obtain merchandise based on Guest needs and desires Anticipate and fulfill Guest's needs by suggesting additional items and creating a wardrobing experience Demonstrate product utilizing product knowledge and sales education, consistently sharing that knowledge and education with Team Maintain and share knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices Achieve personal sales-per-hour, average sales and total net sales goals set by Store Management Provide legendary service throughout the store in these top four areas: Front 5, sales floor, fitting rooms, and the register area Help Guests try on or fit merchandise Check out and bag purchases Prepare merchandise for alterations Knowledgeable of all exchange and return procedures for Guests Fill out and effectively use the Sales Presentation Guide (SPG) daily to accomplish goals Meets or above performance standards in all Buckle business builders and guest loyalty including fit appointments, Buckle credit card and guest connect. Place Special Orders or call other stores to find desired merchandise Maintain and build good Guest relationships to develop a client based business Develop and maintain knowledge of Buckle's customer service expectations in order to meet the needs of every Guest Consistently maintain high standards, whether or not the Manager is present Teammate Recruiting, Training and Development Consistently recognize recruiting opportunities by utilizing Jobs & Careers cards, email referrals and Teammate Recommend Maintain a positive attitude at all times creating a positive floor culture Visual Merchandise Management Present merchandise in a manner that will maximize sales and achieve optimum merchandise turn Stay current on product range Work with other Teammates and Guests to identify product improvements, new product ideas and new product feedback Ensure sales floor is consistently sized and new freight is appropriately displayed Operations Ability to work a flexible schedule, which may include mornings, evenings, and weekends, and the day of/day after Thanksgiving and Christmas, based upon store and business needs Open and close cash registers, use magnetic card readers, perform tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits Watch for and recognize security risks and thefts, and know how to prevent or handle these situations Follow all Loss Prevention guidelines, including daily bag and purse checks Develop and maintain knowledge of Point of Sale ("POS") procedures Understand and execute all policies regarding payments, exchanges and Loss Prevention practices Perform merchandising tasks, such as handling freight, re-merchandising, preparing displays, completing price markdowns, and transfers Consistently maintain a clean, organized, and shoppable store to fulfill Buckle's mission statement Provide feedback to Store Manager and Leadership Team regarding merchandise handling concerns Communicate any policy violations and Teammate or Guest concerns to Store Manager, District Manager, and/or Human Resources in a timely, confidential manner Understand and apply the Buckle's Code of Ethics and all Buckle's policies, procedures, and handbooks Additional duties as assigned Internship Duties Complete Teammate Orientation, Beginning Leadership, and Recruiting, Interviewing and Hiring sections of the Buckle Management Manual Provide weekly reports and progress updates to the Area Manager and District Manager Develop an understanding of Buckle's products, sales presentation and merchandising process Put knowledge into action by managing a product category - set sales goals, educate teammates and track your own results Lead and motivate the team by tracking the specific department or company tool through Performance Tracker. Examples include: Build a Specific Denim Brand Tops Accessories Shoes Buckle Card Activewear Outerwear Swimwear Develop recruiting, merchandising and leadership skills Actively participate monthly in conference calls Take ownership and responsibility for all required assignments within the Internship. Fulfill mission statement by performing job duties with a high level of customer service while contributing to a positive team spirit. Special projects and other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Part-time Benefits Benefits Available (after applicable waiting period): Teammate Discount Performance Bonuses Employee Assistance Program 401(k) (subject to additional requirements) Paid Sick Time (where required by state) Education and/or Experience In pursuit of a Bachelor's degree from a four-year college or university in relevant field of study; no prior experience or training necessary. Additional Qualifications Interested in long-term commitment with Buckle No visa sponsorship is available Physical Demands The physical demands described here are representative of those that must be met by a Teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the Teammate is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and jump; stoop, kneel, crouch, or crawl and talk or hear. The Teammate is occasionally required to sit. Physical ability to lift and maneuver 50 lbs throughout the store and backroom. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment While performing the duties of this job, the Teammate regularly works in a retail store setting. The noise level in the work environment is usually moderate. Equal Employment Opportunity Buckle is committed to hiring and developing the most qualified Teammates from the available workforce in the communities we serve. Equal employment opportunity has been, and will continue to be, a fundamental principle at Buckle, where employment is based upon personal capabilities and qualifications without discrimination and retaliation because of veteran status, uniformed service member status, race, color, national origin or ancestry, creed, religion, sex, sexual orientation, gender identity or expression, age, pregnancy (including childbirth, lactation, and related medical conditions), national origin or ancestry, physical or mental disability, genetic information (including characteristics and testing), or any other protected characteristic as established by applicable local, state, or federal law. For state specific information, refer to the Teammate Center. #LI-Onsite

Posted 2 weeks ago

US Bank logo

Wealth Management Advisor-Oshkosh, WI

US BankGreen Bay, WI

$65,000 - $80,200 / year

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Overview

Schedule
Full-time
Career level
Senior-level
Compensation
$65,000-$80,200/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

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

Job Description

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

In This Role You Will:

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

Discover How You'll Thrive!

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

For You:

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

Basic Qualifications

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

Preferred Qualifications

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

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

Benefits:

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

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

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

  • Up to 11 paid holiday opportunities

  • Adoption assistance

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

Review our full benefits available by employment status here.

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

E-Verify

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

This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.

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

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

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

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