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Morgan Stanley logo

Private Wealth Management Wealth Management Associate

Morgan StanleyBoston, Massachusetts

$68,000 - $120,000 / year

Job Description The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the Private Wealth Management 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 Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as leading the client on-boarding experience and ensuring administrative and operational tasks are handled with accuracy, efficiency and care. The role collaborates closely with team members to uphold our customized service model and provide seamless client experience that reflects our value and commitment to excellence. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the Private Wealth Management service team, provide coverage for a PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the 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 Client Service Associate responsibilities at the request of the client and/or 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 Support: Assisting the 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 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 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 PWA/team, assisting with research using firm-approved systems • At the request of 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 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 Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required 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. E xpected 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 4 weeks ago

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Vice President, Event Management (Wealth Management Solutions)

Ares OperationsDenver, Colorado

$150,000 - $175,000 / year

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description About Ares Wealth Management Solutions Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of more than 140 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth. Position Summary The Events Management position is a critical member of Ares Wealth Management Solutions (AWMS), responsible for executing the end-to-end strategy, budgeting, planning, and production of high-impact events and sponsorships across the Wealth Management channel. This includes managing logistics, onsite operations, vendor relationships, and post-event analysis to ensure exceptional client experiences. Key responsibilities include oversight of Ares-led events, partner-led programs (banks, RIAs, and wealth intermediaries), and industry conferences and sponsorships. The role is highly collaborative, serving as a cross-functional partner to Partnerships, Sales & Distribution, Marketing, Ares Global Conferences & Events, Investment Leadership, and senior stakeholders. This individual will act as a trusted liaison, clearly and professionally communicating objectives, risks, and insights while driving flawless execution and alignment across all event initiatives. Essential Duties and Responsibilities Event Strategy, Planning & Execution Lead end-to-end planning and delivery of industry, Ares hosted, and partner-hosted events, including strategy/planning, logistics, onsite operations, and post event reconciliation. Identify new & creative event engagement opportunities to help grow the business & drive increased revenue for AWMS. Manage venue sourcing, contracting support, catering, room setup, transportation, hospitality, and client experiences. Develop timelines, run of show plans, and ensure seamless onsite execution across high touch, multi venue events. Maintain centralized event calendars, standardized briefs, and planning documentation. Willingness and ability to travel domestically as needed. Manage event budget tracker & events calendar. Cvent, Data Management, Reporting & Lead Processing Manage Cvent builds, invitations, registration flows, attendee communications, and dashboards. Ensure accurate attendee tracking, RSVP management, and CRM/Salesforce data in partnership with Technology Innovation team Produce post event reporting, performance summaries, and lead distribution workflows. Budget & Vendor Administration Support event budget oversight, vendor coordination, contract processing, and invoice management. Manage signage, branded materials, swag inventory, shipping logistics, and vendor records. Cross Functional Collaboration Partner with Sales & Distribution, Channel Marketing, Global Conferences & Events, Investment Leadership, Product Management, Corporate Communications, and senior stakeholders to ensure alignment and exceptional client delivery. Communicate event goals, risks, and key themes to leadership; act as a trusted liaison across teams. Required Knowledge, Skills, and Abilities Core Experience & Industry Background 7-10 years of event planning and execution experience Experience in alternative investments, asset management, or wealth management industries preferred Project Management, Execution & Prioritization Strong project management and prioritization capabilities, with the ability to lead multiple deadline driven workstreams in a fast-paced environment Demonstrated ability to excel under pressure while maintaining exceptional quality standards Proven ability to research effectively and leverage available resources to meet objectives Technical & Systems Proficiency Proficiency in Cvent High PC literacy with strong skills in Microsoft Outlook, Word, Excel, and PowerPoint High accuracy, detail orientation, and consistency of output Communication, Stakeholder Management & Client Service Excellent written and verbal communication skills with the ability to develop high quality content Strong interpersonal skills and ability to engage, influence, and partner with key stakeholders Strong client service orientation with a commitment to delivering polished, high touch experiences Ability to handle confidential information with professionalism and integrity Problem Solving, Judgment & Initiative Solutions oriented self-starter with creativity, initiative, and the ability to see the big picture Sound judgment in determining when to escalate issues versus solving problems independently Analytical mindset with a passion for improving processes and driving operational efficiency Self motivated, proactive, and accountable for work quality and deadlines Collaboration, Teamwork & Work Ethic Highly resourceful collaborator with strong time management skills Dependable team player with a positive attitude, strong work ethic, and commitment to continuous improvement Ability to work independently while contributing to a cohesive team environment Reporting Relationships Principal, Business Management and Strategy Compensation The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role. $150,000 - $175,000 The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit. Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Posted 1 day ago

Knowhirematch logo

Director Case Management / Utilization Management / CDI Location: Buckey

KnowhirematchBuckeye Lake, OH

$130,000 - $156,000 / year

TITLE: Director Case Management / Utilization Management / CDI Location: Buckeye Lake, OH Now is your chance to join a Forbes magazine top 100 hospital where career growth and opportunity await you. They are committed to building healthcare teams whose care exceeds the expectations of their patients and community and are looking for quality talent who share the same values. They’re nestled in a beautiful rural setting but close enough to the big city to enjoy that too! If that sounds like the change you are looking for, please read on… What you’ll be doing: •Responsible for developing, planning, evaluating, and coordinating comprehensive patient care across the continuum, to enhance quality patient care while simultaneously promoting cost-effective resource utilization. Provides director-level oversight of Inpatient and ED Case Management, Utilization Management and Clinical Documentation Integrity programs, ensuring alignment with organizational goals and regulatory requirements. Monitors patient care, including utilization, quality assurance, discharge planning, continuity of care, and case management activities, and ensures that these functions are integrated into overall hospital operations. Coordinate and monitors activities with appropriate members of the health care team to promote efficient use of hospital resources, facilitate timely discharges, prevent and control infections, promote quality patient care, and reduce risk and liability. Collaborates closely with coders and revenue cycle teams to optimize clinical documentation and support accurate coding, reimbursement, and compliance initiatives. •Responsible for identifying tracking mechanisms in order to evaluate and achieve optimal financial outcomes, to enhance quality patient care, and promote cost-effective resource utilization. •Uses data to drive decisions, plan, and implement performance improvement strategies for case management, utilization management, and clinical documentation integrity •Coordinates daily activities of the Case Management, UM, and CDI Department in order to promote quality patient care, efficient use of hospital resources, facilitate timely and adequate discharges, and reduce risk and liability. •Investigates and initiates follow-up on utilization denials, contract negotiations, and external regulatory agencies’ requirements. •Directs operations of our Physician Advisor Program, including analysis of performance through reporting and committee involvement and oversight. •Actively serves on hospital committees and teams and facilitates opportunities for employees to do the same. •Develops, performs, and improves personal and departmental knowledge of computer software and reporting functions. •Organizes and oversees the maintenance of denial and appeal activity. Follows up with physicians and others when indicated. •Prepares or coordinates the preparation of periodic and special reports required by various agencies, insurance contracts, and for hospital committees. •Analyzes and trends data results in order to incorporate efforts and information results with existing systems to optimize the efficiency of operational systems through strategic quality leadership. •Facilitates growth and development of the case management program, utilization management ( including physician advisor program and clinical documentation integrity (CDI), in response to the dynamic nature of the health care environment through benchmarking for best practices, networking, quality management, and other activities, as needed. •Develop new resources where gaps exist in the system as identified through research and data analysis to meet and enhance the quality/efficiency of comprehensive patient care and/or basic human needs for the community. •Interact with Corporate Consulting and Business office on issues such as contracting, billing, reimbursement, denials, and physician reports cards, and collaboratively initiate improvements related to these areas. •Maintains hospital compliance with the Quality Improvement Organization (QIO) and CMS guidelines. •Maintains professional knowledge by participating in educational seminars and opportunities. •Participates in Population Health work at an organizational level, including active involvement with the System-Wide Care Management Team and Value-Based Care Delivery. Additional info: •Position will report to a Manager that is well respected in the organization. Position is open as the person is retiring. They use EPIC(EMR) and the facility has a lot of technology. Person would be over about 50-60 people between CM/UM/CDI. Great team to work with. •If you're a passionate Pharmacist and seeking a rewarding career in a collaborative healthcare setting, this is the opportunity you've been waiting for. Join us in east central Ohio, and become part of our exceptional team dedicated to delivering high-quality care to our community. Apply now and embark on a fulfilling career journey with us. Requirements What they’re looking for: •Master’s degree in nursing, Healthcare Administration, or Business Administration required. •Current Ohio RN licensure (or active multi-state licensure). •Certified Case Manager(CSM). •At least three (3) years of management or demonstrated leadership experience required. •Knowledge of prospective payment systems, managed care, infection control surveillance, patient care, disease processes, discharge planning, and continuum of services offered within Genesis and externally. Knowledge of coding, mid-revenue cycle, CDI, physician advisor and payor relations. •Ability to perform data analysis and to utilize computer systems to record and communicate information to other services. •The ability to lead collaboration with other leaders in the organization, especially about the delivery of high-quality, timely, and right site of care. •Excellent leadership, verbal and organizational skills to order to steer the case management process. Benefits Hours and compensation potential: •The position is full time. •The range starts at $62.50hr($130K)-$75hr($156K) depends on years of experience. •Full benefits package being offered.

Posted 30+ days ago

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Invasive Plant Management Members - Southeast Coast Invasive Plant Management Team - Congaree National Park

American Conservation Experience - EPICColumbia, SC
Summary American Conservation Experience, a nonprofit Conservation Corps, in partnership with the Southeast Coast Invasive Plant Management Team (SEC-IPMT) is seeking TWO Traveling Invasive Plant Management Team Members-Southeast to contribute to IPMT projects alongside NPS Staff. For more information about ACE, please visit our website. LOCAL CANDIDATES ENCOURAGED TO APPLY Start Date: Approximately March 23, 2026 EstimatedEnd Date: September 12, 2026 (or 25 weeks after start date) *a 25-week minimum commitment is required Location Details/Description: Congaree National Park, Hopkins, South Carolina Congaree National Park is a stunningly beautiful and very special place. This park protects the largest contiguous tract of old growth floodplain hardwood forest in the southeast. Our boundaries encompass approximately 27,000 acres, the majority of which is designated wilderness. In general, the climate is mild with very, very hot and humid summers. Columbia is the closest major city to the Park. It is a very nice city with much to keep you busy and entertained. There are many hiking opportunities within a short drive of the city and this is a wonderful place to be if you are a paddler. Columbia is also only about 2 hours from the mountains and 1.5 hours from the ocean. For more information about the site, please visit the NPS website. Position Overview: This is a 25-week opportunity to be a part of a traveling team that will focus on invasive plant management at 13 parks in the Southeast Region. These include national parks in North Carolina, South Carolina, Georgia, and Alabama. The team will visit several, not all, of these parks during the position. The team will be based at Congaree National Park near Columbia, SC; however, will periodically travel on a work schedule of eight consecutive ten-hour working days, then return to Congaree for six scheduled days off before traveling to the next park or site for eight, ten-hour days. The member will control non-native plants using both manual and chemical methods (75%), perform distribution mapping of non- native plants using GPS (10%), and assist with additional resource management field, GIS, and data management projects (15%). Because of the travel intensive nature of this internship, we are looking for adaptable applicants willing to work in an environment requiring a lot of flexibility. At times our travel plans change suddenly due to unforeseen weather or training opportunities. This position is meant to facilitate professional development and promote exposure to land management and networking with professionals at various parks. This could include gaining experience in different conservation fields and shadowing different work groups. Interns will potentially receive training on many resource management aspects: herbicide safety and handling, truck and trailer driving, hand tool use, GIS skills, and see a variety of beautiful parks located in the Southeast. The crew will be manually removing exotic invasive vegetation in both urban and rural NPS sites. The team will live together while in travel status, so the ability to get along with others is vital. The accommodation will vary from rustic park housing to hotels, but while traveling camping will not be required. The program is interested in crew members with initiative, leadership ability, patience, and an intense work ethic who have a desire to expand their resumes. Schedule: The team will be based at Congaree National Park near Columbia, SC; however, will periodically travel on a work schedule of eight consecutive ten-hour working days, then return to Congaree for six scheduled days off before traveling to the next park or site for eight, ten-hour days. Position Benefits Living Allowance: The ACE Member is expected to contribute ~40 hours/week and will receive a living allowance of $650/week to offset the costs of food and incidental expenses, dispersed bi-weekly. This position is part of the Public Land Corps Hiring Authority: Members serving under this agreement must meet the PLC Eligibility Requirements to be considered for this position. Members may be eligible for a federal hiring authority upon completion of their term of service and 640 hours of service. If the duration of a PLC-eligible term is not long enough for Members to accrue 640 hours of service (~16 weeks), the total hours served at the completion of the term may be eligible to be combined with hours accrued from another PLC-eligible term to meet the 640 hours requirement. PLC projects also include specific eligibility requirements such as age (You must be between the ages of 16 and 30. Some agencies also interpret these guidelines to include veterans up to age 35) and citizenship. Please contact ACE staff with questions about eligibility, or view general eligibility information on our website. Housing: Housing: Housing is the responsibility of the member and not provided by ACE or the National Park Service. Members need to live in the local commuting area near Congaree National Park, located at 100 National Park Road Hopkins, SC 29061. Provided Training/Orientation: ACE members will receive position specific training and an orientation outlining ACE policies and procedures, clear guidance on prohibited activities, and networks for support. Qualifications Required: Members must be authorized to work in the United States. ACE does not provide sponsorship for employment visas. Willing and able to represent ACE and the partner organization in a professional, positive, and enthusiastic manner. Ability to be both self-directed/work alone, and be a positive, contributing member of a group. A valid driver's license and an insurable driving record (documentation to be provided upon request). Members must be 21+ to drive due to ACE's insurance and liability requirements. Willing to undergo and must pass the required criminal history checks Ability to perform the essential duties of the position with or without reasonable accommodation. ACE Members will need to complete bi-weekly timesheets, beginning of term feedback forms, end of term evaluations and for longer terms, a mid-term evaluation. Member may not participate in any prohibited activities as listed in the Member Service Agreement. To learn more about eligibility requirements, please visit our website located on our Indeed homepage. Members must have access to their own personal vehicle due to remoteness of Congaree National Park and lack of public transportation. Personal vehicle will not be used for work purposes. Preferred: Competitive applicants for this position can hold or be pursuing a bachelor's degree and/or have relevant experience in subject areas such as conservation, ecology, environmental science, or outdoor recreation. Knowledge of botany, conservation, ecology, environmental science and a love of the outdoors. Ability and willingness to spend many hours outdoors in at times inclement weather. Willingness to travel up to eight hours to reach a work site. Deep interest in botany or NPS resource management preferred. Physical Demands, Work Environment and Working Conditions: Physical Demands: Requires frequent, walking, hiking, carrying, using hands to handle or feel, reaching with handsand arms, talking and hearing. Manual dexterity required for use of various tools, computer keyboard/mouse andother office equipment. Required to stoop, kneel, climb stairs, and/or crouch. Ability to hike over rough terrain andbe outside for up to ten hours a day in various field conditions.Vision Requirements: Requires close, distance, peripheral and depth perception vision as well as the ability to focus.Weight Lifted or Force Exerted: Frequently moves up to 45 lbs., ability to move up to 50 pounds.Environmental: Outdoor and indoor conditions. Work environment conditions can change frequently, workingunder adverse weather conditions and in various climates. Willingness to safely use herbicides is required.Noise Environment: Moderate to high noise such as gas-powered chainsaws and other hand and power tools. Travel: This position requires domestic travel for up to eight days at a time. Environmental Conditions/Hazards: The ACE member(s) may encounter environmental conditions/hazards including extreme heat or cold, rocky terrain, swamp or wetland conditions, biting insects, and potentially dangerous wildlife. The member is expected to conduct duties in a safe and orderly manner so as not to endanger self, fellow staff/members or resources. Vehicle and Equipment Use/Safety: If a vehicle is required for the accomplishment of the duties, one will be provided by the NPS or ACE. Any tools required for the accomplishment of the duties will be provided by the NPS. Use of personal protective equipment (PPE), typically provided by the NPS, will be mandatory for any activity that requires it. Strict adherence to NPS and ACE equipment training, certification and safety protocols is required. To Apply: Please submit your resume, a cover letter demonstrating your interest and experience, and contact information for three professional/academic references to ACE's online application page for this position on our website. Early consideration will be given as applications are received. This position may close at any time. If you have any questions regarding this position please feel free to contact ACE EPIC NPS Eastern Member Manager, Emily Oostveen. If you meet at least 70 percent of the qualifications, we want to hear from you! ACE participates in E-Verify and will provide the federal government with your Form I-9 information when you are hired to confirm that you are authorized to work in the U.S. EEO: Employment or Service with ACE is based upon ability, qualifications, attitude, and job-related factors. Every qualified employee, member, or applicant has the same opportunity for recruitment, hire, training, transfer, promotion, compensation, demotion, termination, benefits, employee activities, and general treatment without regard to race, color, religion, age, sex, creed, national origin, pregnancy, ancestry, citizenship status, genetic information, veteran or military status, physical or mental disability, sexual orientation, medical condition, marital or parental status, political affiliation, ethnicity, hair texture or style, arrest record, caste, hereditary status, endogamy, or any other classification protected by applicable local, state, or federal law.

Posted 2 weeks ago

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Project Manager | Project Management | Project Management

Artech LLCWinston Salem, NC
Job Opportunity in Winston Salem, NC We are seeking a skilled professional to oversee the delivery and operations of application support services for a dynamic apparel client. This role is based in the vibrant city of Winston Salem, NC, offering a unique blend of cultural heritage and modern amenities, making it an ideal place for both work and leisure. Key Responsibilities Lead and manage the AMS team to deliver high-quality support services across multiple applications (33%). Serve as the primary point of contact for client stakeholders for all AMS-related activities (33%). Ensure adherence to SLAs, KPIs, and other contractual obligations (33%). Detailed Job Description The ideal candidate will have a strong background in IT service management, incident, problem, and change management, as well as team leadership. Responsibilities include ensuring SLA adherence, driving continuous service improvement, and enhancing client satisfaction. Experience and Skills Minimum of 10 years of experience in a related field. Proven track record in managing incident, problem, change, and release management processes. Ability to drive root cause analysis and implement preventive measures. Experience in monitoring and reporting on service performance, trends, and improvement opportunities. We welcome applicants from all backgrounds and are committed to fostering an inclusive and diverse environment. For immediate consideration, please click APPLY.

Posted 3 days ago

VieMed Healthcare Staffing logo

Physician Assistant - Pain Management, Nurse Practitioner - Pain Management

VieMed Healthcare StaffingJonesboro, GA

$1 - $1 / hour

Join Our Team: Physician Assistant Pain Management / Nurse Practitioner Pain Management Are you a dedicated healthcare professional passionate about improving patients' quality of life? We are seeking skilled Physician Assistants and Nurse Practitioners with expertise in Pain Management to join our dynamic team. This pivotal role offers the opportunity to make a meaningful difference in patient care while working within a supportive environment committed to your professional growth. Position Overview: This role involves providing comprehensive pain management services primarily at our Southwood Medical Center located on the Southside of Jonesboro, GA. Working Monday through Friday from 8:00 a.m. to 5:00 p.m., you'll collaborate with a multidisciplinary team to deliver exceptional care in a fast-paced, patient-centered setting. Your expertise will help alleviate pain and improve functionality, serving as a crucial component of our mission to enhance patient well-being. Required Skills: Valid licensure as a Physician Assistant or Nurse Practitioner Proven experience in Pain Management or related clinical settings Strong clinical assessment and diagnostic skills Excellent communication and interpersonal skills Ability to work independently and as part of a team Familiarity with pain management protocols and treatment plans Proficiency in electronic medical records (EMR) systems Nice to Have Skills: Certification in Pain Management (e.g., BSPM, ABPM) Experience with medication management and injections Bilingual proficiency (e.g., Spanish/English) Comfort with patient education and counseling Knowledge of local and federal healthcare regulations related to pain management Preferred Education and Experience: Master's degree or higher in Nursing or Physician Assistant Studies Minimum of 2 years' experience in pain management or related specialties Active state licenses and board certifications relevant to your role Other Requirements: Ability to work on-site at Southwood Medical Center Willingness to travel for additional training or meetings if required Current BLS/ACLS certification Compliance with all applicable licensure, certification, and healthcare regulations Reliable transportation for potential travel reimbursements This is an excellent opportunity to join a forward-thinking team dedicated to delivering outstanding patient care. With a competitive hourly pay rate of $1.00 (please note: this appears to be a placeholder; actual pay will be commensurate with experience), comprehensive benefits, and a supportive work environment, we encourage qualified candidates to apply now and take the next step in your professional journey. Empower patients, elevate your career, and make a lasting impact with us. VHS is an Equal Opportunity Employer (“EEO”)/Protected Veterans/Individuals with Disabilities/E-Verify Employer and welcomes all to apply #LiveYourLife

Posted 30+ days ago

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Global BCP Category Management Management

AttindasRaleigh, North Carolina
Description Position at Attindas - US Attends Healthcare Products, Inc. is seeking a Global BCP Category Management Manager at its Raleigh, NC location . Job Description : Support business efforts dedicated to achieving our profitable growth goals on their respective global category and the segments within them. Contribute to both the strategic category business and budget planning processes. Assist in the development of a profitable, differentiated global category growth strategy. Support key product and innovation initiatives defined within the category strategy. Responsible for staying current on consumer, customer, competitor, and product insights globally and utilizing those insights to shape and hone the global category strategy and its initiatives further. Serve as the category, consumer, competitor, and product expert and voice to enable strategy for the segments of the category they manage including. Conduct competitive benchmarking globally. Analyze the global market place and identify key areas of opportunity to capitalize on growth that can deliver sustainable competitive advantage and profitability. Analyze global pick-list options and lead PMP Projects that develop and enhance its optionality and applicability. Manage product portfolio and enhance utilization across regional businesses. Execute key stage gate, innovation projects for global scale and efficiency. Manage assigned category segments to achieve short, medium and long term business goals. Vet business case for innovation projects to maximize ROIC and achieve margin requirements. Deliver topline and bottom line global category segment P&L commitments and results. Position will require up to 50% domestic and international travel to visit global facilities to support production plans, attend key client meetings and for Internal Sales meetings. Minimum Requirements : Bachelor’s degree in Marketing, Sales, Business, or a related field of study. Foreign degree equivalent accepted. Position requires three (3) years of experience as a Marketing Specialist or a related occupation. Position requires three (3) years of experience in Brand or marketing functions. Position requires one (1) year experience with base business product or brand management; marketing commercialization, including developing and delivering strong marketing strategies and plans; private label development and marketing campaign across a portfolio of consumer goods; use of qual and quant analytics; and customer or consumer insight for building and redefining categories, products, marketing, and business plans. How to Apply : Send resumes to Tim Malley at [email protected] Attindas is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, color, sex (including gender identity or expression, sexual orientation, and pregnancy), marital status, religion, national origin, genetic information, disability, or veteran status.

Posted today

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SAP Incentive Management / Sales Performance Management (Spm) Consultant

Vidorra LLCdallas, TX
Deep understanding of SAP Incentive Management and Sales Performance Management solutions. Able to work independently and in teams in a fast paced and changing environment. Hands-on experience on SAP SuccessFactors Incentive management solution Minimum 4-5 end-end cycles of implementation experience in implementing and managing Callidus Cloud Commissions/Success Factors Incentive Management. Should have experience in data model, stage hooks and XDL customization Hands on experience of compensation plans , Clawback, Loyalty, Bonus etc, SQL Database table design and backend tables Working with Data Integration, Reporting, and Workflows, to design comprehensive solutions based on requirements Knowledge of Life sciences domain and S/4 HANA is an desirable SAP Commissions certification is an advantage

Posted 4 days ago

DSG logo

Senior Management Trainee (Sales Management)

DSGRomeoville, IL

$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 2 days ago

Lipscomb University logo

Director Of Event Management, Event Management

Lipscomb UniversityNashville, TN
The Director of Event Management provides strategic and operational leadership for the university's Event Management department, overseeing event planning, scheduling, ticketing, venue operations, and summer housing. This role ensures the successful execution of all university events, with particular emphasis on high-priority events hosted by the President's Office and other key departments. The Director leads and mentors a team of managers and staff while maintaining an active, on-site presence for events as needed. This position reports directly to the Deputy Chief of Staff in the Office of the President. Key Responsibilities Provide vision, strategic direction, and operational oversight for the Event Management department, ensuring alignment with institutional priorities and the university's mission. Supervise and develop a team of seven full-time staff, fostering accountability, collaboration, and high performance across planning, scheduling, ticketing, and operations. Oversee the planning and execution of complex and high-profile events, managing timelines, budgets, resources, and stakeholder expectations to ensure seamless delivery. Partner with university leadership to schedule and execute priority events, including those hosted by the President's Office and other senior leaders. Maintain a visible, hands-on leadership presence by actively supporting and executing events on-site, including evenings, weekends, and other non-traditional business hours as required. Ensure consistent and effective use of the Event Management System (EMS) software and ticketing platforms to support efficient planning, accurate data management, and a high-quality guest experience. Direct venue operations and event logistics in collaboration with the Event Operations Manager, including setup, strike, equipment inventory, and summer housing coordination. Manage departmental budgets, vendor contracts, and service agreements, ensuring fiscal responsibility, service quality, and compliance with institutional standards. Serve as the primary advisor to campus stakeholders on event strategy, planning best practices, vendor coordination, and cross-departmental collaboration.

Posted 30+ days ago

Morgan Stanley logo

Private Wealth Management Wealth Management Associate

Morgan StanleyBoston, MA

$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

Morgan Stanley logo

Private Wealth Management Wealth Management Associate

Morgan StanleyBoston, MA

$68,000 - $120,000 / year

Job Description The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the Private Wealth Management 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 Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as leading the client on-boarding experience and ensuring administrative and operational tasks are handled with accuracy, efficiency and care. The role collaborates closely with team members to uphold our customized service model and provide seamless client experience that reflects our value and commitment to excellence. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the Private Wealth Management service team, provide coverage for a PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the 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 Client Service Associate responsibilities at the request of the client and/or 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 Support: Assisting the 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 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 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 PWA/team, assisting with research using firm-approved systems At the request of 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 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 Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required 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

N logo

Financial Management Trainee (Accelerated Path to Financial Management)

New York Life Iowa officeAnkeny, Iowa

$90,000 - $200,000 / year

Description 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 6 days ago

Morgan Stanley logo

Private Wealth Management, Wealth Management Associate

Morgan StanleySan Francisco, California

$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 2 days ago

USAA logo

P&C Product Management Manager (Personal Lines State Management)

USAASan Antonio, North Carolina

$103,450 - $197,730 / year

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated P&C Product Management Manager , you will support the achievement of property and casualty (P&C) insurance profit and growth targets in assigned state(s) You will assist in development of strategic vision and tactical plans which profitably expand USAAs product line market share. You will focus on state-specific competitive and financial KPIs to anticipate and react to potential trends. You will also identify opportunities to make regional impacts across P&C, which drive best practices and innovation across the organization. This role is a non-people leading manger/analyst role that will support the states of Wisconsin, Minnesota and Iowa. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Works with large data sets to develop analytical insights and analyzes state-specific P&L and marketing strategy and the impact of marketing investments. Answers financial and customer-related questions from key stakeholders using multiple data sources including SAS, SQL, Tableau, R, etc. Collaborates with internal stakeholders partners to develop insights to develop and execute on multi-year state strategy. Engages with external regulators to bring strategic actions to market. Analyzes data with internal stakeholders, such as pricing, UW, and claims, to identify growth opportunities, build a 360-degree view of the membership and present key learnings. Builds reports using data tools to monitor business performance and communicate results. Identifies emerging themes, internal and external trends to improve performance and minimize risk. Assists with the evaluation of product performance metrics and competitor actions to help facilitate decision making at regional/ countrywide level. Partners with Government & Industry Relations, Attorney, and Compliance Advisor to manage relationship with local regulatory agencies and industry organizations. Serves as a resource to team members by providing guidance and training on processes and procedures in support of product line initiatives. What you have: Bachelor's Degree in Business, Marketing, Risk Management, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant product or program management experience analyzing data and developing recommendation, or an advanced degree in Business, with 4 years of product or program management experience. 3 years of P&C experience. Working experience in creating product briefings and presenting to executive leadership. Demonstrated experience in effectively conducting product analysis & gain an in depth understanding of market dynamics including competitor underwriting initiatives and rate level analysis. Competent knowledge of applicable product related regulations, and risk and compliance requirements. What sets you apart: Data Analytics - Confirmed sophisticated data analytical experience and the ability to demonstrate the skills for pulling data as well as analyzing trends to make recommendations to leadership. Communication - Ability to articulate complex findings with clarity and impact through compelling written and verbal communication. You will regularly present to executive leadership and key business partners, influencing decision making and strong collaborative relationships. Technical Tools - Mastery of essential data tools including SQL, Tableau, and Snowflake. Experience with Python is a plus. P&C Product - Experience with P&C product management to include understanding of pricing, P&L, risk profiles, underwriting, state specific forms and legal/risk management. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $103,450 - $197,730 . USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Posted 5 days ago

BETA Technologies logo

Flight Test (FT) Change Management | Configuration Management

BETA TechnologiesSouth Burlington, Vermont

$100,000 - $125,000 / year

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 $100,000 - $125,000 a year 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! BETA offers a competitive Total Compensation package designed to support you now and as you grow with us. This role includes both Restricted Stock Units and Performance Stock Units for all full-time team members, so everyone shares in our success. You’ll have access to onsite healthcare in Vermont, comprehensive medical coverage, dental and vision, short- and long-term disability, and paid parental leave. We also take care of the everyday details with daily lunch provided, and yes—flight lessons are part of the experience, along with a range of additional perks that make work here genuinely rewarding. 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. 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 2 weeks ago

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

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

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

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

Morgan Stanley logo

Private Wealth Management Wealth Management Associate

Morgan StanleyBoston, Massachusetts

$68,000 - $120,000 / year

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Overview

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

Job Description

Job Description

The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  As senior members of the Private Wealth Management 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 Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as leading the client on-boarding experience and ensuring administrative and operational tasks are handled with accuracy, efficiency and care.  The role collaborates closely with team members to uphold our customized service model and provide seamless client experience that reflects our value and commitment to excellence.  

DUTIES and RESPONSIBILITIES: Client Service:  As a senior member of the Private Wealth Management service team, provide coverage for a PWA/team including:  

  • Cultivating relationships with business partners and colleagues internally and externally 
  • Supporting the PWA/team in  
  • enhancing new and existing client relationships  by providing an exceptional client experience 
  • Assisting the 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 Client Service Associate responsibilities at the request of the client and/or 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 Support:  

  • Assisting the 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 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 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 PWA/team, assisting with research using firm-approved systems
  • • At the request of 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

    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 Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

    • Additional product licenses may be required 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