Auto-apply to these operations management jobs

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

Morgan Stanley logo

Private Wealth Management Wealth Management Associate

Morgan StanleyBoston, Massachusetts

$68,000 - $120,000 / year

POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Knowledge/Skills Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

BETA Technologies logo

Flight Test (FT) Change Management | Configuration Management

BETA TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The Flight Test (FT) Change Management role is responsible for managing all aspects of the flight test change management process. The flight test change management process will entail managing changes that affect experimental company owned in-service aircraft, aircraft configured for company and certification flight testing and future design changes that may affect customer delivered aircraft. This activity is crucial to the process of obtaining and maintaining FAA certification to produce, supply, and operate aircraft. The FT change management team members work cross-functionally with Certification Engineers, Systems Engineers, Design Engineers, and other Aircraft Stakeholders providing critical data and process inputs to design and flight test changes. The FT change management team member will maintain the traceability and auditability of product configuration changes in the PLM, ERP, and as-maintained databases. How you will contribute to revolutionizing electric aviation Analyze all product design changes and FT issued changes and provide detailed overall hardware, software and test asset impacts for all flight test assets. Coordinate, track, and status the review and approval of design and flight test changes to aircraft configurations. Will have intimate knowledge of flight test asset configurations and will have the ability to advise as to the impact to flight test assets in regard to safe flight, maintenance actions required and return to service. Will have the ability to author and maintain procedures related to flight test change management, flight test instrumentation configurations, flight test asset configurations to support company and FAA flight test schedules. Will have knowledge of change management and product structure management within a product lifecycle management (PLM) tool, preferably 3DXperience. Will have knowledge in the application of changes to the product structure including applying product (aircraft or motor) effectivity to end item units. Will have knowledge of configuration and change management principles for hardware and software to maintain correct configuration effectivity in a certification/regulatory environment. Will have knowledge of developing training and providing detailed instructions to assist others with flight test change management. Minimum Qualifications Deep knowledge of configuration management processes, familiarity with SAE-649 5+ years of experience in aerospace or other regulated design and manufacturing industry BS in a relevant engineering or quality discipline or equivalent education and experience Production Lifecycle and Enterprise Resource Planning software (3Dx, Teamcenter, Plex, SAP) Proficient with 3D CAD Software (Catia/Enovia preferred) Strong skills in MS Excel for analyzing and comparing product structures Excellent written and verbal communication skills with internal and external customers High energy, self-motivated, organized, and detail oriented. Above and Beyond Qualifications Familiarity with 3D digital thread and/or model-based definition (MBD) environments Strong analytical, problem solving and decision-making abilities Growth mindset with the ability to think on your feet, suggest solutions, adjust priorities and move forward Physical Demands and Work Environment Aircraft flight test environment working closely with flight test mechanics, pilots and other flight test personnel. Significant onsite work at Beta Technologies locations in Burlington, VT The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.

Posted 30+ days ago

S logo

Intern - IT Product Lifecycle Management And Supply Chain Management

Sonoco Products Co,Hartsville, SC
From a small family business to a multi-billion-dollar global company, Sonoco has been changing the face of products and packaging since 1899 - all while keeping the heart of "People Build Businesses" alive. Our talented people are at the core of our growth, constantly reinventing the Sonoco wheel with brilliant solutions every year. Today we are a world leader in global packaging solutions with diversified operations in over 34 countries. We're extremely proud of our portfolio of brands, our achievements in sustainability and industrialization and the groundbreaking work accomplished by our people. We are seeking a motivated and detail-oriented intern to join our IT team, supporting initiatives in Product Lifecycle Management (PLM) and Supply Chain Management (SCM). This internship offers hands-on experience with enterprise systems, process optimization, and cross functional collaboration across engineering, operations, and IT. Key Responsibilities: Assist in optimizing PLM and SCM systems (Agile, Oracle Fusion, Logility, SAP IBP) Support data migration, cleansing, and validation activities for product and supply chain master data. Document business processes, system workflows, and user requirements. Participate in stakeholder meetings to gather feedback and translate it into actionable system enhancements. Help troubleshoot system issues and support end-user training and documentation. Analyze supply chain data to identify trends and opportunities for process improvement. Collaborate with cross-functional teams, including Engineering, Procurement, Manufacturing, and IT Qualifications: Currently pursuing a Bachelor's or Master's degree in Information Systems, Computer Science, Supply Chain Management, Engineering, or a related field. Strong analytical and problem-solving skills. Familiarity with enterprise systems (PLM, ERP, SCM tools) is a plus. Proficiency in Excel, PowerPoint, and fundamental data analysis tools. Excellent communication and organizational skills. Ability to work independently and in a team-oriented environment. Preferred Skills: Exposure to tools like SAP, Oracle SCM, Agile PLM. Basic understanding of product lifecycle stages and supply chain operations. Experience with SQL, Python, or data visualization tools (e.g., Power BI) is a plus. What You'll Gain Real-world experience in enterprise IT systems and supply chain processes. Mentorship from experienced professionals in business systems and operations. Opportunity to contribute to impactful projects that improve business efficiency. Networking opportunities across departments and leadership. At Sonoco Products Company, we offer a comprehensive total rewards package, including competitive pay and benefits. *Benefits listed below are for employees located in the U.S. Specific benefits and wellbeing programs may vary depending on your location (within the U.S. or global), or if you are a union employee. Benefits Medical, dental, and vision coverage for you and your dependents, including FSA and HSA options 401(k) retirement plan with company match Wellbeing tools and resources to support holistic health, including an Employee Assistance Program with a variety of services Paid time off and holidays to recreate, rejuvenate and care for the health of yourself and family Variety of company paid and voluntary employee-paid insurance plans including life, personal accident, and disability insurance Tuition reimbursement We are an equal opportunity employer, and we strictly prohibit and do not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, national origin or ancestry, sex, pregnancy, sexual orientation, marital status, gender identity or expression, age, disability, genetic information, veteran status, or any legally protected characteristic.

Posted 3 weeks ago

O logo

Material Management Specialist I -Senior Material Management Specialist

Oglethorpe Power CorporationDalton, GA
Oglethorpe Power is seeking a proactive, detail-driven Material Management Specialist (Specialist I through Senior Material Management Specialist) to support reliable operations at our combined-cycle facility in Dalton, Georgia. In this key role, you will lead sourcing activities, strengthen supplier relationships, and oversee warehouse and inventory workflows to ensure critical materials, equipment, and services are available to meet operational, maintenance, and outage requirements. This position offers the opportunity to directly impact plant reliability, cost efficiency, and long-term asset performance while partnering cross-functionally with plant operations, maintenance, and supply chain leadership. This will include the following scope of work (some scope depends upon job level): Purchase inventory, materials, supplies, parts, equipment, and off-site services from qualified and available resources at the best value consistent with Corporate/ Supply Chain Services policies for OPC power plant facilities. Identifies potential new suppliers for materials and off-site services. Manage warehouse(s) at plants in receiving, storing, staging, and shipping material as needed to support ongoing plant operation's planned outages, unplanned outages, and maintenance activities. Ensure accurate documentation of all inventory transactions – including receipts, issues, transfers, and bin movements. Monitor and manage inventory levels in the database to ensure product availability. Maintain good working relationships with department, corporate, and plant staff. Support the supply chain in special projects, recycling, and investment recovery. Perform quarterly cycle counts and support the annual OPC inventory. Work with plant personnel to ensure the accuracy of materials received. Take action on quarterly cycle counts and participate in annual inventories. Work with each plant's inventory champion, plant personnel, and on-site plant management to ensure accuracy of materials received, put away, issued, and/or returned. Support management of off-site inventory. Provide Expertise on Maximo Integration effort. Support Plant Operations in their Planning and Scheduling efforts as it relates to Supply Chain Provide strategic direction to the department regarding sourcing for plant Operations. Report on Materials purchasing and inventory activity for the department. Job Duties: Materials and Warehousing Issue, return, receive, unload, inspect, label, store, stage, load, and ship materials. Maintain accurate inventory records and provide reports as requested. Dust, clean, and maintain warehouse and storage areas to comply with good business practices and safety regulations. Prepare for and perform full annual inventories, as well as quarterly cycle count inventories, and report on the activities associated with these inventories. Work with plants to manage the creation of new item masters in the materials database. Support the department's investment recovery effort. Purchasing Source materials as requested and provide details to requesters. Purchase materials and remain actively involved with the order until the material is received, invoices paid, and the purchase order closed. Attend necessary trade shows and meet with vendors to receive product and service informational materials. Departmental Attend and participate in scheduled trainings, departmental, plant, and safety meetings. Provide Maximo guidance to fellow associates as it relates to dealing with Supply Chain Services. Support the Maximo Business Integration effort. Provide management with data analysis and report information (as needed) Provide leadership and guidance to other materials personnel within the organization. Maintain good working relationships with department and plant staff. Required Qualifications: Education: A High School diploma or equivalent is required. Bachelor's degree in business or technology-related field preferred Experience: 6+ years' experience in purchasing commodities, services, and materials management, including experience in warehousing, purchasing, and inventory control. Experience will help determine which job level. Equivalent Experience: An associate's degree in a related discipline, with four (4) years of progressive responsibilities in purchasing and materials management, or a bachelor's degree in a related discipline, with two (2) years of progressive responsibilities in purchasing and materials management. Equivalent experience will help determine which job level. Specialized Skills: Proficient Word, Excel, Outlook & SharePoint skills Basic math skills Ability to perform the basic life operational functions of climbing, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, and lifting up to 50 pounds required Ability to comprehend instruction from technical manuals, journals, technical literature, drawings, in addition to capability communicate effectively in verbally and in writing Ability to operate motorized material handling equipment Some knowledge of safety procedures for handling hazardous materials Decision-making capabilities, working knowledge of materials logistics Maximo software experience desired. Familiarity with Inventory Management tools CPM or CPSM Certification required for highest job level. Basic Supervisory and management skills required for highest job level. Must be able to manage emergency calls from plant personnel at all hours of the day or night Must be knowledgeable of basic material accounting rules as they relate to inventory management. Licenses, Certifications, and/or Registrations: Valid driver's license that meets the insurance eligibility requirements under Oglethorpe Power's Driver Qualification Program. Forklift certification required Certified Purchasing Manager Certification (CPM) or Certified Professional Supply Chain Manager Certification (CPSM) preferred Travel: Up to 50% depending upon plant assignment Unusual hours required of this position: Periodic overnight travel to other sites, conferences, etc. Job Posted by ApplicantPro

Posted 30+ days ago

A logo

Technology Lead / Program Management / Organization Change Management

ArgyllinfotechDallas, TX

up to $86 / hour

This role requires any travel (Yes/No): NO Please confirm if this would be onsite from day one OR Initial remote for 2-3 months, and then expect the candidate to work from the office OR 100% Remote: Onsite from day one Is this a 100% remote role? NO Vendor rate range: $86 On c2c Minimum years of experience required: 12+ Years Would you require the candidates to meet you for an in-person interview?: Video/Virtual Interview Education Qualification required: BE Must have skills: Pod 2: RFID inventory tracking Desired/relevant experience: RFID hardware and software applications Large real-time data applications Applied user experience / design principles Applied data science Multi-application integrations Vendor management Operations management Pod 4: Discovery & Rapid Prototype Desired/relevant experience: Computer vision, RFID, or other sensor-based product development Large real-time data applications Applied user experience / design principles Design thinking Solution design Multi-application integrations Process development Change management Pod 3: Computer vision data management Desired/relevant experience: Computer vision development Computer vision model training Data labeling management Detailed Job Description: Experience required: 12+ Years Looking for a minimum of 3 years of experience working with modern tech stacks that have launched 0 to 1 (net new product launches) with quantifiable outcomes. Strong consideration will be given for demonstrated ability to develop and deliver computer vision, machine learning, and RFID related projects. Prefer roles to be in Dallas for more in-person collaboration opportunities. Retail experience is a nice to have, but not a hard requirement. Experience working in a larger matrixed organization as a product manager. Minimum years of experience: 12+ years Education: Bachelor's or Master of Engineering

Posted 3 days ago

DSG logo

Senior Management Trainee (Sales Management)

DSGPlano, TX

$60,000 - $75,000 / year

Ashley , the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 30+ days ago

P logo

Consultant - Supply Chain Management/Logistics/Material Management

P3 USA, Inc.Greenville, SC
The unique aspect of our business is the mindset of our employees: curious, adventurous, and innovative. P3 consultants take on early responsibilities with clients in management consulting, diverse technology topics, and scalable IT solutions. Make a project your project. Openness for new, innovative, and unconventional approaches; short decision paths; respectful cooperation; and fruitful synergies make us a diverse, unbeatable team and successful company - worldwide. WHAT YOU WILL DO: You will be responsible for demanding industrialization projects with focus on the following: Supplier relocation, start-up management and production optimization for our customers until handover to the affected OEM plants according to APQP, VDA 6.1 and 6.3; material management readiness, strategic vendor management, supply assurance, and complex end-to-end supply chain expertise. Implement and maintain a cross-functional supply chain/material maintenance strategy between multiple stakeholders. Lead critical delivery situations and take over the task force project management at the interface between suppliers and vendors. Responsible for strategic and operative project work for our international customers. Perform root cause analyses and identify deficits regarding products and manufacturing processes. Propose changes in the supply chain/logistics processes to improve our customer's operational efficiency and reduce costs. Plan workforce utilization, space requirements, workflow, and designs layout of equipment and workspace for maximum efficiency. Manage relationships with suppliers and ensure Automotive Standard Services are maintained. Communicate, present, and interface directly with clients. Grow with us in various industries and help build business by following your desired career path and passion. Support our great team by taking on internal work and coaching others. WHO YOU ARE: You have a master's degree (mechanical, industrial, electrical, or similar field.) with focus on supply chain management. You have 3+ years of experience in the automotive and/or consulting sector. You display advanced knowledge of supply chain principles, manufacturing, and production processes. You burn for logistics, production 4.0, supply chain and operations; you put the pedal to the metal on your job and you love action in everyday life. You can create clear status reports, identify issues, create solutions, and navigate resolutions. You call yourself a pragmatic doer with digital competence and are up for being a brand ambassador for P3. Self-motivated and driven with entrepreneurial spirit. Excellent written and verbal communication skills, well spoken with powerful presentation skills. You are detail oriented, structured and have common sense. You think ‘out of the box' to create solutions when none exist. Analytical and highly competent in Excel, Minitab, and (ideally) Power Bi. With an agile mindset you are not afraid of diving into uncharted waters. Strong conflict resolution skills help you manage, mitigate, and resolve conflicts. Your English skills are solid, German and/or Spanish is a plus. You are willing to travel. You are legally authorized to work in the U.S. GOOD TO KNOW: We offer a competitive salary with bonus potential. You get up to 20 days PTO and 10 paid company holidays. You can get healthcare, life insurance, dental & vision, 401(k) matching. We offer mentorship and onboarding programs and a flat hierarchy. We offer national and international travel opportunities. You have career opportunities in a fast-growing company and work in small, efficient project teams.

Posted 30+ days ago

CaptivateIQ logo

Director Of Product Management - Incentive Compensation Management (Icm)

CaptivateIQAustin, TX

$212,120 - $300,419 / year

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance. Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management. About the Role CaptivateIQ is looking for a Director of Product Management to lead the end-to-end strategy and execution of our Incentive Compensation Management (ICM) product line - the foundation of how companies design, calculate, and operationalize sales performance. This role is responsible for one of CaptivateIQ's most mission-critical product areas and demands a leader who is hands-on, deeply curious about the problems we solve, and capable of balancing system thinking with decisive product execution. Job Location The candidate selected for this opportunity must reside near one of the following locations: Hybrid (in-office 3 days per week) Menlo Park, CA Austin, TX Remote Raleigh, NC Nashville, TN Toronto, Canada Responsibilities Own the ICM product strategy and roadmap. Define how CaptivateIQ continues to set the standard in incentive compensation for enterprises - combining modeling flexibility, scale, and usability. Model hands-on product leadership. Stay close to the details. Immerse yourself in customer workflows, data models, and technical constraints. Foster a culture of deep collaboration. Help your team connect the dots across components, personas, and product surfaces - making decisions that account for the broader platform, not just their local domains. Promote intra-team and cross-functional collaboration. Encourage product and engineering teams to walk across the aisle - spending time with Sales, CX, and customers to gain firsthand understanding. Build for leverage. Work with Engineering and Design to define reusable primitives and services that power not just ICM but the broader CIQ platform. Scale enterprise readiness. Deliver reliability, auditability, and performance for customers operating at enterprise scale. Develop system thinkers. Coach PMs to think holistically, reason about tradeoffs, and make clear, structured decisions grounded in system dynamics. Drive measurable impact. Connect the team's work to company-level outcomes and ensure alignment through clarity, not control. What You'll Bring 4+ years leading PMs and shaping complex systems. Deep understanding of financial, modeling, or operational platforms where correctness, scale, and usability intersect. Demonstrated ability to build scalable systems and abstractions that serve multiple use cases and stakeholders. Strong cross-functional instincts - able to bring together Engineering, Design, Sales, and CX around shared context and goals. A coaching mindset; you invest in developing people's judgment, not just their execution. Clear, structured thinking - you simplify complexity without losing nuance. Passion for creating environments where product teams do their best, most thoughtful work. How We Think About Leadership At CaptivateIQ, leadership is about being accountable to achieving outcomes by way of creating clarity, enabling systems of good decision-making, and multiplying impact. As a leader here, you're a force for alignment and depth. You help your team understand the "why" behind what they're building, connect their local work to the bigger picture, and cultivate a culture where ownership is shared, curiosity is encouraged, and collaboration is the default. Benefits Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents. Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge. Annual Stipends: Dedicated funds for your professional development and caretaking needs. Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does. Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future. Premium Tools: The latest Apple hardware to empower you to do your best work. Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives. Notice to Prospective Candidates Only emails from @captivateiq.com should be trusted. We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc. Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology. Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ. Ask candidates to make a payment in order to be considered for a position. Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc. Please note that we'll only ask for more sensitive personal information in connection with background checks after an offer is made. Participate in an on-call rotation to provide after-hours support, ensuring timely resolution of critical issues and maintaining system uptime. $212,120 - $300,419 a year The OTE range represents the minimum and maximum for this position across North America. For candidates in Toronto, the range is $191,580-$230,033. The OTE offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our OTE is just one component of CaptivateIQ's competitive total rewards package. CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

Northern Trust logo

Global Compensation Consultant Head Of Wealth Management And Asset Management

Northern TrustChicago, IL

$137,400 - $240,400 / year

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/Department: Global Compensation Consultant, Head of Wealth Management and Asset Management/Global Compensation The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design, implementation and execution of compensation programs and policies that support the business unit's strategy. This role serves as a subject matter expert in base, variable compensation, sales plans, job evaluations, market pricing and compensation analytics. The role ensures that all compensation structures support business objectives, are competitive to market, compliant with regulatory standards, and aligned with the firm's total rewards philosophy. This role will work closely with HR Business Partners, Talent Acquisition and senior business leaders as well as their Reward colleagues. The key responsibilities of the role include: Leads the design, implementation, and execution of innovative and competitive compensation strategies for the Wealth Management and Asset Management business, including incentive, sales compensation plans, and market analysis. Partners closely with senior business leadership, HR business partners and other primary stakeholders to align compensation programs with business goals and regulatory requirements. Oversees and supports the annual compensation cycle by utilizing data and analytics to provide insights and recommendations to leadership Monitors and analyzes market trends and competitor practices to recommend adjustments as needed Maintains knowledge and understanding of global remuneration practices via external forums, consultant interaction and peer networks Provides guidance and thought leadership to HR and business leaders on compensation matters including job offers, market competitiveness, and pay for performance Collaborates on compensation communications and training for managers and employees Aligns compensation approaches with business needs and regulatory restrictions, developing creative solutions for talent acquisition and retention. Recommends solutions or alternative actions to resolve compensation-related challenges. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity Skills/Qualifications: 10 or more years of experience in compensation disciplines including financial services Wealth Management and / or Asset Management (WM/AM) Demonstrated proficiency via extensive technical and business knowledge and functional expertise of WM and/or AM sales plans; global sales plans experience is preferred Demonstrated experience in job evaluation, job architecture, market pricing, benchmarking, salary structure design and development, pay for performance, short- and long-term incentive compensation Excellent verbal, written and presentation communication skills. Experience with conducting presentations to clients, peers and/or senior management related to compensation topics Demonstrated ability to consult and influence with all levels of management Past experience demonstrating strong change management and project management skills Ability to solve highly complex problems through quantitative and qualitative analysis in a team-based environment Critical attention to detail - demonstrated ability to consistently deliver at a high level of accuracy Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $137,400 - $240,400 Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 30+ days ago

DSG logo

Senior Management Trainee (Sales Management)- Dallas

DSGFrisco, TX

$60,000 - $75,000 / year

Ashley, the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 1 week ago

International Monetary Fund logo

Data Management Analyst/Sr. Data Management Analyst (E-Learning Project Manager), Icdip

International Monetary FundWashington, DC
Work for the IMF. Work for the World. The International Monetary Fund has an opening for a Data Management Analyst/Sr. Data Management Analyst (e-Learning Project Manager) to support its online learning program. The IMF provides training to member country officials on topics spanning from macroeconomic analysis to monetary and fiscal policy, macro-financial linkages, balance of payments issues, financial markets and institutions, as well as statistical and legal frameworks in these areas. The IMF's online program aims to expand the volume of training to member country officials while sharing knowledge with a wider audience through free massive open online courses (MOOCs) and other online learning modalities. Main Duties and Responsibilities: Under the general supervision of ICDIP management, the selected candidate will manage the development of online and blended courses, microlearning videos, and other online learning products, in collaboration with various capacity development departments. The selected candidate will have the following main duties and responsibilities: Create and manage project plans and budgets to ensure the timely and on-budget delivery of high-quality online products, including new online courses, adaptations of existing courses into languages other than English, new and repurposed microlearning videos, and blended courses. Support communication and marketing for the online learning program, including strategic event coordination for the Annual and Spring meetings. Create and maintain promotional materials, email and social media campaigns, using Adobe Campaign, Cvent, and other relevant tools, to increase course visibility and learner enrollment. Contribute to the buildout of courses authored in Articulate 360 and hosted on the edX platform and other learning management systems. Support the ongoing delivery of the online program curriculum (reruns), incorporating lessons learned, learner feedback, and evaluation data. Develop and implement quality assurance processes to ensure that all products meet the standards and requirements of the program, including products created by external vendors. The selected candidate will be part of the team delivering the IMF's online learning program and is expected to contribute to the overall work program of the team and of the division. Minimum qualifications: Educational development, typically acquired through the completion of a university degree, or equivalent, in programming/systems, computer science, statistics, finance, mathematics, economics, or a related field of study, is required. The candidate should have: In-depth knowledge of processes involved in online course development and delivery, in addition to experience working with various Learning Management Systems (LMS) and e-learning tools. Strong project management skills and excellent analytical, problem-solving, interpersonal, and communication skills. Initiative and attention to detail; ability to establish priorities, meet deadlines, and manage multiple projects effectively; ability to work under pressure both autonomously and in a team environment. Ability to develop and maintain effective working relationships with subject matter experts, and to manage cross-functional teams to deliver individual projects. Experience using edX, survey and communications tools, as well as in Articulate 360 are highly desirable, as is familiarity with multimedia authoring tools and software, including the Adobe Creative Suite (Photoshop, Illustrator, Premiere Pro) and other audio/video editing software. This is a one-year contractual appointment. Contractual appointments at the IMF are renewable for up to four years of cumulative contractual service, pending incumbent's performance, budget availability and continuous business need. Only candidates who are currently residing in the Washington DC metro area will be considered. Department: ICDIP Institute for Capacity Development Institute Training Program Hiring For: A06, A07, A08 The IMF is guided by the principle that the employment, classification, promotion, and assignment of staff shall be made without discrimination against any person. We welcome requests for reasonable accommodations for disabilities during the selection process. Information on how to request accommodations will be provided during the application process.

Posted 4 days ago

Morgan Stanley logo

Private Wealth Management, Wealth Management Associate

Morgan StanleySan Francisco, CA

$68,000 - $120,000 / year

POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 3 days ago

Workiva logo

Vice President Of Product Management, Sustainability Management

WorkivaScottsdale, AZ

$266,000 - $345,700 / year

Workiva is seeking a transformational product leader to define and drive the next chapter of our Sustainability Management product portfolio, which brings together industry-leading capabilities in Sustainability Reporting and Carbon Management. As the landscape continues to evolve-with new expectations from customers, partners, and regulators-Workiva is expanding the ways companies use our platform to deliver transparency, accountability, and impact. The Vice President of Product Management, Sustainability, will set the strategic vision, deepen product-market fit, and lead a world-class team to deliver innovative solutions that meet the needs of sustainability, finance, and operational leaders worldwide. This role requires a rare blend of strategic vision, operational excellence, and the ability to lead through complexity and scale. This leader has the opportunity to be at the forefront of helping companies drive lasting positive business, environmental, and stakeholder change across industries. What You'll Do Define and Deliver the Strategic Vision Set a bold, customer-centric vision for the Sustainability Management product line, aligning with Workiva's broader platform strategy and market opportunity Anticipate evolving customer needs and industry trends to ensure Workiva remains at the forefront of sustainability innovation Strengthen Product-Market Fit and Growth Identify high-value problems and use cases across sustainability, finance, and operations teams Work closely with the Solution Owner team to drive clarity and focus across the product roadmap to ensure measurable customer and business impact Lead a High-Performing Team Build, mentor, and scale a talented global product organization that thrives on accountability, learning, and collaboration Develop the next generation of product leaders capable of operating at both strategic and executional levels Operate Decisively and Execute with Excellence Translate strategy into clear priorities, actionable plans, and measurable results Make informed, data-driven decisions with speed and conviction in a complex environment Collaborate and Influence Across the Business Partner closely with peers in Engineering, Design, Marketing, Sales, and Customer Success to align on strategic goals and drive cohesive execution Represent the Sustainability Management product externally with customers, partners, and industry stakeholders What You'll Need Minimum Qualifications 15+ years of progressive product management experience in SaaS, including 7+ years leading managers and directors Proven success building and scaling B2B enterprise software products, ideally in data, workflow, or reporting domains Experience leading teams and products across multiple regions (North America, EMEA, APAC) and navigating complex customer ecosystems Experience managing a product line to achieve revenue, adoption and profitability goals Demonstrated strength in outbound product leadership, aligning product strategy with go-to-market execution to accelerate adoption, influence positioning, and enable commercial success Inspirational communicator who can align teams and executives around a compelling vision and clear priorities Skilled at leading through ambiguity and change while maintaining focus, urgency, and accountability Proven ability to attract, develop, and retain high-performing product talent Preferred Qualifications Knowledge of sustainability and ESG frameworks (e.g., GHG Protocol, CSRD, SEC Climate Rule, IFRS S1/S2) Experience unifying or evolving complex product portfolios to create coherent customer experiences MBA or advanced degree preferred, but not required Deep understanding of data management, business workflow, analytics, or disclosure software. We prefer candidates with experience in sustainability, ESG, or compliance domains Ability to translate customer needs, regulatory dynamics, and business trends into differentiated product strategy Ability to leverage the latest in AI technology and create compelling value for users and customers Working Conditions & Travel Requirements Reliable internet access for any period of time working remotely, not in a Workiva office. Up to 30% travel and occasionally more during product launches How You'll Be Rewarded Salary range in the US: $266,000.00 - $345,700.00 A discretionary bonus typically paid annually Restricted Stock Units granted at time of hire 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-LP1

Posted 30+ days ago

CaptivateIQ logo

Director Of Product Management - Incentive Compensation Management (Icm)

CaptivateIQMenlo Park, CA

$212,120 - $300,419 / year

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance. Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management. About the Role CaptivateIQ is looking for a Director of Product Management to lead the end-to-end strategy and execution of our Incentive Compensation Management (ICM) product line - the foundation of how companies design, calculate, and operationalize sales performance. This role is responsible for one of CaptivateIQ's most mission-critical product areas and demands a leader who is hands-on, deeply curious about the problems we solve, and capable of balancing system thinking with decisive product execution. Job Location The candidate selected for this opportunity must reside near one of the following locations: Hybrid (in-office 3 days per week) Menlo Park, CA Austin, TX Remote Raleigh, NC Nashville, TN Toronto, Canada Responsibilities Own the ICM product strategy and roadmap. Define how CaptivateIQ continues to set the standard in incentive compensation for enterprises - combining modeling flexibility, scale, and usability. Model hands-on product leadership. Stay close to the details. Immerse yourself in customer workflows, data models, and technical constraints. Foster a culture of deep collaboration. Help your team connect the dots across components, personas, and product surfaces - making decisions that account for the broader platform, not just their local domains. Promote intra-team and cross-functional collaboration. Encourage product and engineering teams to walk across the aisle - spending time with Sales, CX, and customers to gain firsthand understanding. Build for leverage. Work with Engineering and Design to define reusable primitives and services that power not just ICM but the broader CIQ platform. Scale enterprise readiness. Deliver reliability, auditability, and performance for customers operating at enterprise scale. Develop system thinkers. Coach PMs to think holistically, reason about tradeoffs, and make clear, structured decisions grounded in system dynamics. Drive measurable impact. Connect the team's work to company-level outcomes and ensure alignment through clarity, not control. What You'll Bring 4+ years leading PMs and shaping complex systems. Deep understanding of financial, modeling, or operational platforms where correctness, scale, and usability intersect. Demonstrated ability to build scalable systems and abstractions that serve multiple use cases and stakeholders. Strong cross-functional instincts - able to bring together Engineering, Design, Sales, and CX around shared context and goals. A coaching mindset; you invest in developing people's judgment, not just their execution. Clear, structured thinking - you simplify complexity without losing nuance. Passion for creating environments where product teams do their best, most thoughtful work. How We Think About Leadership At CaptivateIQ, leadership is about being accountable to achieving outcomes by way of creating clarity, enabling systems of good decision-making, and multiplying impact. As a leader here, you're a force for alignment and depth. You help your team understand the "why" behind what they're building, connect their local work to the bigger picture, and cultivate a culture where ownership is shared, curiosity is encouraged, and collaboration is the default. Benefits Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents. Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge. Annual Stipends: Dedicated funds for your professional development and caretaking needs. Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does. Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future. Premium Tools: The latest Apple hardware to empower you to do your best work. Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives. Notice to Prospective Candidates Only emails from @captivateiq.com should be trusted. We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc. Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology. Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ. Ask candidates to make a payment in order to be considered for a position. Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc. Please note that we'll only ask for more sensitive personal information in connection with background checks after an offer is made. Participate in an on-call rotation to provide after-hours support, ensuring timely resolution of critical issues and maintaining system uptime. $212,120 - $300,419 a year The OTE range represents the minimum and maximum for this position across North America. For candidates in Toronto, the range is $191,580-$230,033. The OTE offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our OTE is just one component of CaptivateIQ's competitive total rewards package. CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

Workiva logo

Vice President Of Product Management, Sustainability Management

WorkivaAmes, IA

$266,000 - $345,700 / year

Workiva is seeking a transformational product leader to define and drive the next chapter of our Sustainability Management product portfolio, which brings together industry-leading capabilities in Sustainability Reporting and Carbon Management. As the landscape continues to evolve-with new expectations from customers, partners, and regulators-Workiva is expanding the ways companies use our platform to deliver transparency, accountability, and impact. The Vice President of Product Management, Sustainability, will set the strategic vision, deepen product-market fit, and lead a world-class team to deliver innovative solutions that meet the needs of sustainability, finance, and operational leaders worldwide. This role requires a rare blend of strategic vision, operational excellence, and the ability to lead through complexity and scale. This leader has the opportunity to be at the forefront of helping companies drive lasting positive business, environmental, and stakeholder change across industries. What You'll Do Define and Deliver the Strategic Vision Set a bold, customer-centric vision for the Sustainability Management product line, aligning with Workiva's broader platform strategy and market opportunity Anticipate evolving customer needs and industry trends to ensure Workiva remains at the forefront of sustainability innovation Strengthen Product-Market Fit and Growth Identify high-value problems and use cases across sustainability, finance, and operations teams Work closely with the Solution Owner team to drive clarity and focus across the product roadmap to ensure measurable customer and business impact Lead a High-Performing Team Build, mentor, and scale a talented global product organization that thrives on accountability, learning, and collaboration Develop the next generation of product leaders capable of operating at both strategic and executional levels Operate Decisively and Execute with Excellence Translate strategy into clear priorities, actionable plans, and measurable results Make informed, data-driven decisions with speed and conviction in a complex environment Collaborate and Influence Across the Business Partner closely with peers in Engineering, Design, Marketing, Sales, and Customer Success to align on strategic goals and drive cohesive execution Represent the Sustainability Management product externally with customers, partners, and industry stakeholders What You'll Need Minimum Qualifications 15+ years of progressive product management experience in SaaS, including 7+ years leading managers and directors Proven success building and scaling B2B enterprise software products, ideally in data, workflow, or reporting domains Experience leading teams and products across multiple regions (North America, EMEA, APAC) and navigating complex customer ecosystems Experience managing a product line to achieve revenue, adoption and profitability goals Demonstrated strength in outbound product leadership, aligning product strategy with go-to-market execution to accelerate adoption, influence positioning, and enable commercial success Inspirational communicator who can align teams and executives around a compelling vision and clear priorities Skilled at leading through ambiguity and change while maintaining focus, urgency, and accountability Proven ability to attract, develop, and retain high-performing product talent Preferred Qualifications Knowledge of sustainability and ESG frameworks (e.g., GHG Protocol, CSRD, SEC Climate Rule, IFRS S1/S2) Experience unifying or evolving complex product portfolios to create coherent customer experiences MBA or advanced degree preferred, but not required Deep understanding of data management, business workflow, analytics, or disclosure software. We prefer candidates with experience in sustainability, ESG, or compliance domains Ability to translate customer needs, regulatory dynamics, and business trends into differentiated product strategy Ability to leverage the latest in AI technology and create compelling value for users and customers Working Conditions & Travel Requirements Reliable internet access for any period of time working remotely, not in a Workiva office. Up to 30% travel and occasionally more during product launches How You'll Be Rewarded Salary range in the US: $266,000.00 - $345,700.00 A discretionary bonus typically paid annually Restricted Stock Units granted at time of hire 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-LP1

Posted 30+ days ago

Sun Life Financial logo

Director, Management Equity Finance And Tax - SLC Management

Sun Life FinancialWellesley Hills, MA

undefined110,000 - undefined180,000 / year

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: WHAT IS IN IT FOR YOU: As a Director, Management Equity Finance and Tax you will support the financial and tax operations of its Management Equity Plan (MEP). This role plays a critical part in ensuring accurate financial reporting, tax compliance, and stakeholder communication across SLC's legal entities and ownership structures. The ideal candidate will support the development and implementation of robust tax reporting and communication processes, within tight deadlines, for the management equity plan at SLC Management. An understanding of the different tax treatments for flow through entities (such as partnerhips/LLCs), corporations and hybrid entities will be key to being able to deliver in this role. As the MEP is complex this role will require close collaboration with internal and external business partners to ensure the required information and tax fiings are delivered in an efficient and well-controlled environment. WHAT YOU WILL DO: Financial Reporting & Analysis Support the MD in preparing MEP-related financial commentary based on taxable income and distributions. Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders. Tax Compliance & Advisory Coordinate with external tax advisors to ensure timely and accurate tax filings for all entities and provision of ensure information from them to SLC for financial reporting and personal tax reporting purposes. Coordinate with SLC Legal team to ensure compliance with Corporate and partnership filing, board reporting requirements and ensure the outsourced tax compliance firm is receiving all the information it needs in an efficient manner. Support the tax settlement process and partner with SLC and Corporate Treasury on the timing and amount of cash needs. Stakeholder Engagement Act as a liaison between HR, Finance, Corporate Tax, Affiliate Tax, and external advisors to gather and disseminate financial and tax data. Coordinate with affiliates, external tax advisors and SLF Corporate Tax team to understand the various data needs and develop a robust data repository to efficiently and effectively share information between parties. Prepare quarterly tax analysis and commentary to support MEP participant communication, filings and payments on account. Process Optimization Contribute to the development and implementation of streamlined reporting and communication processes. Identify opportunities to enhance the efficiency and accuracy of tax provision and settlement workflows. WHAT YOU WILL NEED TO SUCCEED: CPA or equivalent designation strongly preferred. 8+ years of experience in finance or tax roles, ideally within asset management or financial services and ideally with a strong tax competent to their work Must have a good understanding of the principals of the US tax system and ideally international tax experience Strong understanding of tax-to-IFRS differences and legal entity structures (e.g., partnerships, corporations/hybrids). Proven ability to manage external vendors and cross-functional teams. Excellent analytical, communication, and stakeholder management skills. For US applicants the base salary range is $128.6k - $192.4k Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Finance Salary Range 110,000/110 000 - 180,000/180 000 We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Posted 1 week ago

Smartronix logo

Senior Configuration Management/Digital Management Analyst (4647)

SmartronixHuntsville, AL

$60,800 - $101,400 / year

SMX is currently seeking a Configuration Manager/Digital Management Analyst with practical knowledge, technical depth and strong operational experience to perform configuration identification, control standards, release management and intellectual property analytical work in the Future Long Range Assault Project office in Huntsville, AL. The ideal candidate has a strong understanding of intellectual Property and an appreciation for industry and government data rights during weapon system development. This is an amazing opportunity for the right candidate to work in a project office developing a weapon system material solution with a cutting-edge approach to intellectual property and data rights. The CM/DM position will perform analytical review on activities including but not limited to researching assertions, researching legal framework and requirements, analyzing CDRLs, and support information relative to the life cycle sustainment plan for the Project Office. Essential Duties & Responsibilities Develop a total lifecycle CM program plan to be responsible for the development and integration of CM requirements into system Acquisitions Strategies, Life Cycle Sustainment plans, Systems Engineering Plans and Contract requirements Support Army Aviation acquisition efforts, through research and analysis, to obtain requested Technical Data and software at the necessary level of data rights to carry out fully organic sustainment of the weapon system over the lifecycle of the program Support the assessment of Data Rights assertions associated with the technical Data Package to identify areas of risk to the program Support the development of briefings at the Division Chief and Project Manager level Conduct research and analysis of CDRL deliverables based on the IP and Data Rights. Provide analysis to decisionmakers on those CDRLS Support Working Groups (WG) as required covering IP Data Rights Research Government Use Cases and IP Data Right Assertions Support the development of a repository on IP and Data Rights Assertions during weapon system development Develop/support development of individual product intellectual property strategies and ensure that the strategies secure the product data and the Government's rights in data as well as support the system's acquisitions and sustainment strategies Coordinate management activities to include management of intellectual property rights, ensuring data visibility, access and use of technical data. Review and coordinate configuration control activities to ensure change management is assessed, authorized, and implemented Review and provide assessments of Government furnished information for appropriate an accurate markings as well as aid in resolving any markings issues prior to being released Required Skills & Experience Clearance Required: Secret Bachelor's degree plus 8 years of experience working intellectual property analysis, to include 3+ years of experience working and conducting Data rights assessments Degree substitution: 11 years of related experience in lieu of a degree Familiarity with laws and policies covering Data Rights, including the appropriate FARS and DFARS clauses, Army Directive 2018-26, 10 USC 2320, DODI 5230.44, and 5010.44; and a willingness to expand on that knowledge Experience working Intellectual Property and Data Rights assertions in a government acquisitions office. Knowledge of US Army Staffing process and procedures. Desired Skills & Experience IP/Data Rights experience in PEO Aviation Application Deadline: 2/9/2026 #cjpost #LI-ONSITE The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $60,800-$101,400 USD At SMX, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. SMX is an Equal Opportunity employer including disabilities and veterans. Selected applicant may be subject to a background investigation and/or education verification. SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).

Posted 30+ days ago

DSG logo

Senior Management Trainee (Sales Management)

DSGLive Oak, TX

$60,000 - $75,000 / year

Ashley , the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 30+ days ago

N logo

Financial Management Trainee (Accelerated Path To Financial Management)

New York Life Iowa officeHiawatha, IA

$90,000 - $125,000 / year

Financial Management Trainee (Accelerated Path to Management) $90,000–$200,000 per year | Full Benefits | Des Moines Metro Area and Cedar Rapids, IA New York Life – Iowa General Office Ready to Lead, Build, and Grow a High-Impact Career? If you have experience in sales, leadership, business ownership, management or recenlty earned your MBA, and are looking for a career with income growth, stability, and long-term advancement , apply today to our Accelerated Path to Management opportunity. This role is designed for professionals who want to move into leadership , build and manage teams, and make a meaningful impact on the financial future of individuals, families, and businesses across Iowa. Why This Role? Clear career path to management Paid training with leadership development Competitive salary + performance-based compensation Fortune 100 brand with long-term stability Full benefits + retirement plans Strong local presence in Iowa What You’ll Do During your first year, you’ll work as a Financial Professional , gaining hands-on experience with clients while learning the business from the inside out. From there, you’ll transition into leadership responsibilities, including: Recruiting, training, and mentoring financial professionals Coaching individuals and teams to achieve performance goals Learning financial operations, marketing, and business development Managing client relationships and understanding product solutions Preparing for a long-term leadership role within the organization This program includes six months of intensive management-focused training designed to accelerate your readiness for leadership. Training & Support Provided We invest heavily in your success: Structured leadership and management training Ongoing coaching and mentorship from experienced leaders Digital marketing, prospecting, and CRM tools Access to product specialists and operational experts Licensing support and professional development You’ll gain exposure to a wide range of financial and insurance solutions, including life insurance, retirement planning, long-term care, disability income insurance, and investment products. Compensation & Benefits Salary range: $90,000–$125,000 annually Additional performance-based compensation tied to recruiting and team success Medical, dental, and vision insurance Life and long-term disability coverage Pension plan+ 401(k) Clear advancement opportunities into senior leadership roles Who We’re Looking For To qualify for the Accelerated Path to Management, you should have one or more of the following: Prior sales or leadership experience Business ownership or entrepreneurial background MBA or similar advanced degree Strong communication and relationship-building skills Interest in coaching, mentoring, and developing others Must currently reside in the state of Iowa. About New York Life – Iowa General Office New York Life is a Fortune 100 mutual company with more than 175 years of financial strength and integrity . As a mutual company, we are accountable only to our policyholders—not shareholders—allowing us to focus on long-term success. New York Life has proudly served Iowa since 1850 , providing insurance, investment, and retirement solutions backed by expert guidance and a strong local presence. Apply today if you’re ready to build a leadership career with real growth, real impact, and real earning potential.

Posted 1 week ago

N logo

Financial Management Trainee (Accelerated Path To Financial Management)

New York Life Iowa officeAnkeny, IA

$90,000 - $125,000 / year

Financial Management Trainee (Accelerated Path to Management) $90,000–$200,000 per year | Full Benefits | Des Moines Metro Area and Cedar Rapids, IA New York Life – Iowa General Office Ready to Lead, Build, and Grow a High-Impact Career? If you have experience in sales, leadership, business ownership, management or recenlty earned your MBA, and are looking for a career with income growth, stability, and long-term advancement , apply today to our Accelerated Path to Management opportunity. This role is designed for professionals who want to move into leadership , build and manage teams, and make a meaningful impact on the financial future of individuals, families, and businesses across Iowa. Why This Role? Clear career path to management Paid training with leadership development Competitive salary + performance-based compensation Fortune 100 brand with long-term stability Full benefits + retirement plans Strong local presence in Iowa What You’ll Do During your first year, you’ll work as a Financial Professional , gaining hands-on experience with clients while learning the business from the inside out. From there, you’ll transition into leadership responsibilities, including: Recruiting, training, and mentoring financial professionals Coaching individuals and teams to achieve performance goals Learning financial operations, marketing, and business development Managing client relationships and understanding product solutions Preparing for a long-term leadership role within the organization This program includes six months of intensive management-focused training designed to accelerate your readiness for leadership. Training & Support Provided We invest heavily in your success: Structured leadership and management training Ongoing coaching and mentorship from experienced leaders Digital marketing, prospecting, and CRM tools Access to product specialists and operational experts Licensing support and professional development You’ll gain exposure to a wide range of financial and insurance solutions, including life insurance, retirement planning, long-term care, disability income insurance, and investment products. Compensation & Benefits Salary range: $90,000–$125,000 annually Additional performance-based compensation tied to recruiting and team success Medical, dental, and vision insurance Life and long-term disability coverage Pension plan+ 401(k) Clear advancement opportunities into senior leadership roles Who We’re Looking For To qualify for the Accelerated Path to Management, you should have one or more of the following: Prior sales or leadership experience Business ownership or entrepreneurial background MBA or similar advanced degree Strong communication and relationship-building skills Interest in coaching, mentoring, and developing others Must currently reside in the state of Iowa. About New York Life – Iowa General Office New York Life is a Fortune 100 mutual company with more than 175 years of financial strength and integrity . As a mutual company, we are accountable only to our policyholders—not shareholders—allowing us to focus on long-term success. New York Life has proudly served Iowa since 1850 , providing insurance, investment, and retirement solutions backed by expert guidance and a strong local presence. Apply today if you’re ready to build a leadership career with real growth, real impact, and real earning potential.

Posted 1 week ago

Morgan Stanley logo

Private Wealth Management Wealth Management Associate

Morgan StanleyBoston, Massachusetts

$68,000 - $120,000 / year

Automate your job search with Sonara.

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

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

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

pay-wall

Overview

Schedule
Full-time
Career level
Senior-level
Compensation
$68,000-$120,000/year
Benefits
Paid Vacation

Job Description

POSITION SUMMARY:

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.

DUTIES and RESPONSIBILITIES:

Client Support:

  • As a senior member of the service team, provide coverage for an FA/PWA/team including:

  • Cultivating relationships with business partners and colleagues internally and externally

  • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience

  • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups

  • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed

  • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity

  • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members

Business Development & Operational Support:

  • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management

  • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

  • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

  • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Knowledge/Skills

  • Strong leadership skills

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

  • Technically proficient and quick learner of new and updated platforms

  • Detail oriented with superior organizational skills and ability to prioritize

  • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

  • Exceptional writing, interpersonal and client service skills

  • Strong time management skills

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Adaptable and ability to multi-task

  • Goal oriented, self-motivated and results driven

REPORTS TO:

  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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

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

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

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

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

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

Automate your job search with Sonara.

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

pay-wall