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B logo

Wealth Management Advisor

BRP Group, Inc.Leesburg, VA
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Wealth Management Advisor to join our Financial Services team. In this early-career role, you will support senior advisors in delivering comprehensive wealth management and financial planning to individual clients and families. You will help serve clients across the wealth spectrum, assist with plan development and portfolio monitoring, and grow your skills within Baldwin's integrated advice platform. This is an excellent opportunity for a motivated professional with 1-2 years of experience to build a long-term career in wealth management. Job Responsibilities Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation. Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations. Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons. Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Learn and effectively use Baldwin's planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities. Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients. Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards. Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients' financial plans. Knowledge, Skills & Abilities Proficient with MS Office - Word, Excel, PowerPoint, Outlook. Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language. Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment. Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies. Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment. Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients. Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback. Education & Experience Bachelor's degree in Finance, Business, Economics, Accounting or a related field preferred. 1-2 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered). Progress toward or interest in pursuing relevant industry designations (e.g., Series 65/66, CFP, CIMA, AIF) encouraged; Series 65 or 66 and state Life & Health Insurance License may be required or obtained within a defined timeframe depending on responsibilities and registration requirements. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention. Other Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities. Occasional travel may be required for client meetings and internal training or events. Important Notice This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Annual salary starts at $65,000+ and is negotiable at time of hire. #LI-JR1 #LI-Hybrid IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 4 days ago

Park National Bank logo

Wealth Management Advisor

Park National BankColumbus, OH
RESPONSIBILITIES Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc. Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products Respond in a timely manner to trust related and banking issues Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned COMPETENCIES Interpersonal/Customer Service Skills Written and Verbal Communication Ability to understand and follow directions Adaptable to change Basic Computer Skills Organizational Skills/Detail Oriented Able to Multi-Task or Juggle Priorities Ability to build collaborative relationships Ability to work as part of a team EDUCATION - CERTIFICATIONS - WORK EXPERIENCE Bachelor's degree in business or equivalent combination of education and work experience required 2-4 years related work experience required SCHEDULE Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. A flexible work arrangement may be available for this position. Candidate must live within 50 miles of Columbus, Ohio. Please speak to the hiring manager for more information.

Posted 30+ days ago

Applied Materials logo

Manager, Technical Project/ Program Management

Applied MaterialsAustin, TX

$144,000 - $198,000 / year

Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world. What We Offer Salary: $144,000.00 - $198,000.00 Location: Austin,TX You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more. At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits. Key Responsibilities Ensures that specific project and program objectives are defined for areas of responsibility, and that necessary preliminary activities (e.g., determination of outcomes, milestones, viability studies, and resource planning, among others) are completed to allow for effectiveness and focus during later stages of completion. Ensures that all projects and programs assigned are completed in accordance with predetermined requirements, with specific attention to product/process specifications, project/program costs, resource utilization, and timeliness for completion. Ensures that all phases of project, program and/or process development are documented and that information required in other functional areas is reported, disseminated, or transferred, as appropriate. Responsible for departmental budgets and spending requirements. Ensures that the utilization of all material and financial resources is carried out in an effective manner. Effectively assigns work to subordinate staff, providing for professional development in addition to maximum productivity for the area. Responsible for conducting appraisals, feedback & handling work allocations for direct reports and approving the same for indirect reports. Spearheads research and development of new technologies, as appropriate, and ensures that newly created processes, designs, and/or methodologies are incorporated into Applied Materials products/services, and/or disseminated to other areas as needed. Responsible for overseeing the development, support, maintenance and implementation of all projects handled by the BU/ technology group through lower level managers. A leadership position, responsible for identifying functional linkages across the organization and develop appropriate processes and road map for the BU/ technology group including hiring plans, training requirements, staffing etc. Functional Knowledge Demonstrates comprehensive understanding of concepts and principles within own job family and knowledge of other related job families Business Expertise Applies in-depth understanding of how own discipline integrates within the segment/function Leadership Manages multiple related teams, sets organizational priorities and allocates resources Problem Solving Identifies and resolves complex technical, operational and organizational problems Impact Impacts the business results of a team or area by supporting and funding of projects, products, services and/or technologies and developing policies and plans Guided by business unit, department or sub-functional business plans Interpersonal Skills Influences others internally and externally, including senior management Position requires understanding of Applied Materials global Standards of Business Conduct and compliance with these standards at all times. This includes demonstrating the highest level of ethical conduct reflecting Applied Materials' core values. Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Relocation Eligible: No The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.

Posted 3 weeks ago

COPE Health Solutions logo

Licensed Social Worker, Care Management

COPE Health SolutionsRiverside, CA

$77,000 - $105,000 / year

The Social Worker/ECM will work on a multidisciplinary healthcare team in a primary in person/telephonic setting; focusing on coaching and coordination of care for patients needing navigation and addressing patient care needs and follow up after clinical care. Responsibilities specific to Social Worker include providing observation, ongoing assessment, and therapeutic intervention consistent with physical and psychological status. Awareness of services available to patients and their families is an important part of this assessment FLSA Status Exempt Salary Range $77,000 -$105,000 Reports To Director, Medical Management Direct Reports Yes Location Riverside, CA Travel Up to 75% Work Type Regular Schedule Full Time Duties and Responsibilities Assess identified members to determine appropriate members for management early in their disease process and at any time during the continuum of care. Complete a comprehensive assessment to identify patient risk and develop a care plan utilizing expertise and judgement to evaluate needs for alternative services as needed. Assess members' Social Determinants of Health, such as housing, food, transportation, and safety in the home. Work collaboratively with physicians and community resources including pharmacists, nurses, registered dieticians, and other disciplines to address patient needs as identified in assessments. Assess and screen members for behavioral health concerns (depression / substance abuse) utilizing screening tools, including the PHQ2 and 9 Depression screenings, and ensure they are receiving appropriate behavioral health interventions. Facilitate any necessary follow-up or referrals for behavioral health needs with local behavioral health providers. Develop, facilitate, and communicate a plan of care in partnership with the member, family (or designated representatives), providers, and multidisciplinary care team to assess the options of care including use of benefits and community resources. Update care plan to include progress towards achieving established goals and self-management activities. Coordinate necessary referrals and authorizations pertinent to patient care and well-being. Utilize developed systems, processes, and initiatives to engage patients in relevant social activities necessary to promote wellness and care at the right place and time. Facilitate member adoption of strategies to promote physician recommended behavior changes. Identify and utilize cultural and community resources and align with the patient's cultural preferences as much as possible. Facilitate the information flow between health representatives and the care team. Coordinate care and communicate with multiple providers, internal and external to the practice. Act as a resource for both clinical and non-clinical staff [i.e., care coordinators, dieticians, RN Case Managers]. Attend required training and collaboration sessions [i.e., learning sessions/ practice team meetings] as scheduled. Provide and facilitate open communication regarding patient status, with physicians and patient care team. Develop constructive relationships with internal GLIN population health team members, participating providers, and community resources. Other job-related duties as assigned. Working knowledge of the following required: Timely and accurate documentation of day-to-day activities in designated technology platforms. Adaptable to new technologies and software. Proficiency in EMR system(s), Outlook and data entry experience preferred. Basic PC skills (MS Word/Outlook/PPT/Excel). Knowledge of Federal and State regulations for Medicare and Medicaid and other national and state funded programs. Knowledge of community resources access. Examples of Competencies: Ability to use independent judgment and to manage and impart confidential information. The ability to analyze and solve problems; requires details, data and facts that must be analyzed and challenged prior to making decisions. Strong communication, listening interpersonal skills. Ability to clearly communicate medical information to professional practitioners and/or the public. Excellent organization, prioritization, follow up, analytical and time management skills with ability to handle multiple priorities and deadlines. Good interpersonal skills, sense of urgency, being proactive and ownership for one's work. Dependable, with strong work ethics and extremely high degree personal integrity. The ability to deal with multiple interruptions on a continual basis must be met with a friendly exchange with others. Ability to develop and implement new approaches to improve processes, procedures, or the general work environment. Ability to review critical issues, effectively solve problems and create action plans. Physical/Mental Demands and Work Environment The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Examples of Work Environment While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift, or hear. The employee is regularly required to stand, walk, and use hands and arms to operate general office equipment PC, telephone, file cabinets, copier, postage meter, fax machine and printer. The employee may occasionally lift and/or move between 10 and 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The employee may need to travel to healthcare practices. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate. The Company reserves the right to modify the job description based upon its needs and may require the employee to perform functions beyond those mentioned above. Neither this job description nor any other communication creates an employment contract between the Company and the employee. Qualifications or Education, Training and Experience Valid and current MSW, LCSW or LMSW licensure 3-5 years' care management and/or managed care experience in one of the following settings: acute inpatient, rehabilitation, sub-acute, skilled facility, homecare, ambulatory care management, or managed health plan. Benefits: As a firm passionate about health care, we're deeply committed to the health and wellness of our own team members. We offer comprehensive, affordable insurance plans for our team and their families, and a host of other unique benefits, such as a yearly stipend for wellness-related activities and a paid parental leave program. You can learn more about our benefits offerings here: https://copehealthsolutions.com/careers/why-cope-health-solutions/ . About COPE Health Solutions COPE Health Solutions is a national tech-enabled services firm powering success for health plans and for providers in risk arrangements. Our comprehensive NCQA certified population health management platform and highly experienced team brings deep expertise, experience, proven tools, and processes to improve financial performance and quality outcomes for all types of payers and providers. CHS de-risks the roadmap to advanced value-based payment and improves quality and financial performance for providers, health plans and self-insured employers. For more information, visit CopeHealthSolutions.com. To Apply: To apply for this position or for more information about COPE Health Solutions, visit us at https://copehealthsolutions.com/careers/open-positions/ .

Posted 30+ days ago

Metropolitan Transit Authority logo

College Intern - Design And Construction Management

Metropolitan Transit AuthorityHouston, TX

$20+ / hour

Basic Function Professional learning experience where an undergraduate or graduate student participant gains practical work experience, organization knowledge and business acumen related to a student's field of study or career interest. Specific duties vary depending on the business need. Internships begin with orientation in June and conclude in early August. Position will work 40 hours per week, and this position will work 100% on site. Performs duties in a safe, efficient manner and in compliance with all applicable rules and safety procedures. Responsibilities and Specific Duties Assignments may include responsibilities in one or more of the following areas: Assists in managing design consultant and design projects. Performs design review of roadways and facilities projects based on jurisdictional (City of Houston, County, TxDOT) Specification and Code compliance requirements. Attends project kick-off meetings and takes minutes. Coordinates project reviews with City of Houston. Reviews quantity take-off and construction cost estimate. Attends construction progress meetings. Ensures the Requests for Information (RFI) are responded to by consultants in a timely manner. Keeps tracking log updated for incoming and outgoing submittals. Tracks trends on various items and provide feedback for improvements. Assists supervisor in managing projects as needed. Reviews invoices and processes payments. Performs field visits and evaluates existing project conditions. Contributes to departmental goals and objectives. Suggests solutions to business issues and challenges. Attends and participates in meetings. Assists in functional and/or business analytics. Gathers and scrubs data for analysis and reports. Assists with client consulting and support. Assists with writing grants, procedures guide, presentations, training materials, etc. Contributes to a team-oriented atmosphere. Provides excellent customer service to METRO internal and external customers. Applies SMS (Safety Management System) methods and principles in daily routine and supports all aspects of the agency's Public Transportation Agency Safety Plan (PTASP). Promotes safety awareness and follows safety procedures to reduce or eliminate accidents. Performs other job-related duties as assigned. Pay Rate: $20 hr Education Requirement Enrolled in an undergraduate or graduate program or a recent graduate (within 1 year). Degree program relative to intern assignments, such as Civil Engineering or Construction. Years & Experience Required Currently enrolled in an accredited education institution and successfully completed 24 undergraduate credit hours. GPA of 2.7 or higher on a 4.0 scale. Knowledge & Skills Required Degree program relative to intern assignment, such as Civil Engineering or Construction. Knowledge of PC's and related software, such as MS Office. Additional Information The Metropolitan Transit Authority of Harris County, Texas has a zero-tolerance drug and alcohol policy for all employees. All internal and external applicants will be required to undergo drug testing before employment and will be subject to further drug and/or alcohol testing throughout their employment. Further, employees who perform safety-sensitive functions will submit to drug and/or alcohol testing in accordance to the Department of Transportation (DOT) and the Federal Transit Administration (FTA) regulatory requirements. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, sex, national origin, veteran status, genetic information, or disability.

Posted 3 weeks ago

Financial Industry Regulatory Authority, Inc. logo

Director: Product Management - Workday HCM

Financial Industry Regulatory Authority, Inc.Woodbridge, VA

$184,386 - $276,578 / year

The Director: Product Management- Workday HCM leads a product team (typically 5-10) responsible for a specific product group. This role works with a high level of autonomy and discretion. Responsibilities include leading the team's research and product development efforts as well as implementation and execution of the product group strategy, as well as managing and developing their team members. This role develops a comprehensive product strategy, oversees the roadmap and backlog, and establishes the key performance indicators for a specific product group. In addition, the Director: Product Management- Workday HCM develops and presents detailed business cases to senior executives and leads business reviews to ensure that the team prioritizes the right work and delivers the most customer value in the fastest time possible. Although the director manages a team and its work on a set of products, they also may have responsibility for their own products and all strategic and tactical work associated with designing and delivering the products within scope of responsibility. People Management Continuously builds network of talent inside and outside of FINRA Demonstrates and differentiates performance bar across multiple levels and applies to hiring decisions Creates mechanisms to help onboard all new talent to organization, mentor others Effectively coaches and gives feedback to direct reports to help develop talent and support career development Works with cross-functional leaders and experts to establish best practices and identify opportunities to improve the product development and delivery process Sets and balances goals across team to optimize performance against organization goals and employee development Applies performance standards to team Identifies resource needs for team People Strategy Describes strategic importance of vision inside and outside of team Sets and articulates expectations around FINRA values and PM behaviors for team, models behavior and exemplifies FINRA values and PM behaviors Identify talent needs to enable execution of product strategy User Insight & Product Definition Develops deep understanding of the business and product areas across the product domain, as well as the relevant data that can be used to inform key decisions Defines multiple large, cross-functional and/or highly complex products, often spanning multiple product groups, and identifies gaps and user needs by creating vision, strategy, and requirements documents for products Utilizes available data or commissions new research to identify user needs Performs experiments and organizes primary research to uncover additional user value Provides strategic input into the process of defining a group of products across product domains, utilizing expertise on market trends to determine how to best meet user needs Product Portfolio Management Develops, manages, and owns the product roadmap for multiple large, cross functional and/or highly complex products Makes trade-off decisions for multiple products or product groups Demonstrates expertise across multiple products and understands company-wide assets which facilitates discovery and drives enterprise capabilities Builds partnerships with relevant stakeholder teams Coordinates with interdependent teams and influences leadership to drive efficiencies Builds and leverages solid working relationships with business and product stakeholders, UI/UX, architecture, and technology teams to facilitate product and user success Owns and participates in the intake process for their product domain Product Planning & Prioritization Leads the product planning process across multiple large, cross functional and/or highly complex products by overseeing and developing requirements documents (user stories, acceptance criteria, use cases) for products or product releases Maintains a prioritized backlog based on defined user value, aligning with product strategy and resource capacity; uses data and analytics to prioritize the product backlog appropriately Works closely with UI/UX to set the direction for the design of the user experience for their products Determines and monitors release goals, prioritization, implementation, and iteration plans for their products according to user value Resolves problems that are escalated during the process Collaborates with senior leadership to identify strategy that spans product groups; working with relevant stakeholders to identify barriers or potential long-term consequences of plans across product groups Product Development Facilitates the development process by reviewing demos with the technology team and validating acceptance criteria for multiple large, cross functional and/or highly complex products Provides UX/UI approval for their assigned products Tracks the development work and drives resolution of escalated issues and bugs for their products Identifies issues that will keep their products from delivering on time or at the right level of quality, assesses alternatives to resolve, builds a plan for resolution, and directly resolves or communicates to leadership Launch Leads large and often highly complex product launches by working with relevant stakeholders to develop launch plans Identifies, reviews, and resolves issues and blockers in partnership with team members that may delay the launch or impede the success of product(s) Coordinates formal UAT where necessary Develops product documentation and training materials for users in support of product launches Tracks and reports on product launch metrics, utilizing feedback to drive associated actions and product iteration Leads post-launch reviews and drives incorporation of feedback in future product releases Operate Works with internal and external teams and users to identify, classify, and resolve product and product group-level user issues Identifies new and innovative methods and metrics for tracking product success, works with the technology team to improve reports and monitoring Works with stakeholder teams to actively monitor metrics Tracks performance trends and gathers user feedback to determine product domain-level gaps, development opportunities, and if necessary, product end-of-life plans Represents team in product group-level discussions with stakeholders Attends business reviews, providing critical input and expert insights to inform the business cases, business strategy, and development of new products Builds and maintains relationships with key industry thought leaders to improve vision and improve product success Team Development & Continuous Improvement Provides coaching and guidance to more junior-level product management team members Works with cross-functional leaders and experts to establish best practices and identify opportunities to improve the product development and delivery process Follow, understand, and apply relevant industry trends, research, and best practices in technology and product management Builds and maintains relationships with key industry thought leaders to improve vision and improve product success Demonstration of FINRA's values. Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity. Other Responsibilities: Additional responsibilities as assigned. Education/Experience Requirements: Minimum Qualifications Bachelor's Degree in Business, Marketing, Engineering, Communications, or related field (or equivalent work experience in a related field) 10 years of experience in one or more of the following: product management, project management, business analysis, program management, or product marketing 7 years of experience in product and/or experience management 5 years of leadership experience with direct report responsibility Prior product management experience with Workday HCM Strong writing ability Strong business acumen Experience with Agile software development Experience working cross-functionally in a large organization Experience working closely with senior leadership Experience translating data into quantifiable actions/deliverables Preferred Qualifications Master's Degree in Business Administration or similar advanced degree HCM Core or HCM Pro Workday Certifications CSPO Certification Experience in the Financial Services industry Strong financial acumen Experience collaborating closely with senior leadership Experience providing guidance and direction to cross-functional resources Working Conditions: Hybrid work environment, with defined in-person presence requirements. Extended hours may be required. For work that is performed in Los Angeles and San Francisco, CA, CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. FINRA complies with all state and local pay transparency laws and regulations requiring the disclosure of salary ranges for the position. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and market considerations. Los Angeles, CA: Minimum Salary $184,386, Maximum Salary $276,578 San Francisco, CA: Minimum Salary $192,402, Maximum Salary $288,604 CO/FL/TX: Minimum Salary $131,100, Maximum Salary $254,000 IL/PA: Minimum Salary $144,000, Maximum Salary $279,500 MA/MD/VA/Washington, DC: Minimum Salary $150,600, Maximum Salary $292,300 NY/NJ: Minimum Salary $150,600, Maximum Salary $305,000 #LI-Hybrid To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at 240.386.4865 or by email at EmployeeRelations@finra.org. Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs. Time Off and Paid Leave* FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at 240.386.4865 or by email at EmployeeRelations@finra.org. Please note that this process is exclusively for inquiries regarding application accommodations. All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, veteran status or any other classification protected by federal, state, or local laws. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2025 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.

Posted 30+ days ago

U logo

Vice President, Campaign Management (Merch & D2c)

Universal Music Group, Inc.New York, NY

$144,000 - $367,510 / year

We are UMG, the Universal Music Group. We are the world's leading music company. In everything we do, we are committed to artistry, innovation and entrepreneurship. We own and operate a broad array of businesses engaged in recorded music, music publishing, merchandising, and audiovisual content in more than 60 countries. We identify and develop recording artists and songwriters, and we produce, distribute and promote the most critically acclaimed and commercially successful music to delight and entertain fans around the world. Famehouse, a division of UMG, is the preeminent leader in merchandise & D2C solutions in music, defining & delivering the industry's best-in-class service to connect artists with their fans. Established & headquartered in Philly, Famehouse powers merch and D2C for UMG's labels, artists, and Bravado. Our success & culture is fueled by collaboration-both within FH and with our partners. We are passionate about the impact of D2C & merchandise for artists, providing a full-service solution to grow an artist's owned business including strategy, creative, merchandising, fulfillment, customer service, technology, and more. The VP, Campaign Management will play a critical role at Famehouse, leading the team who acts as the nexus of all campaign activity across the business. Overseeing one of our largest teams, you will work closely with our Label partners, Account Management teams, and cross-functional partners across Famehouse and UMG to lead the exceptional execution of campaigns & client operations across our service areas-spanning merch & music campaigns across eCommerce, Tour, Retail, and Licensing. This role is a client-facing, services operations leader, overseeing the complex project and global campaign management required to deliver against our strategy, both at scale and at the individual artist level. Candidates must be operationally savvy, possess strong communication skills and be adept at navigating dynamic artist service scenarios. Ideal candidates have strong experience leading large teams, as well as a background in music and merchandise. Must have a passion for delivering exceptional client experiences that set the bar in super-serving both artists, labels, and most importantly, their fans. What You'll Do Function & Team Leadership Lead the Campaign Management department, setting vision, standards, and operating models across all campaigns and channels. Serve as the primary point of escalation for the team, partnering closely with Account Management leadership to quickly resolve issues and unblock work. Build and develop a high-performing, multi-layered team; drive accountability, coaching, and clear performance expectations. Client Service Operations Ownership Act as a senior, client-facing expert on campaign execution, timelines, risks, and resourcing across D2C, tour, retail and licensing. Navigate internal and external politics with tact while protecting realistic delivery plans and operational integrity. Communicate options and trade-offs clearly to artists' teams, labels, and internal stakeholders. Campaign & Workflow Management Oversee Campaign Management ownership of key milestones across the full lifecycle: planning, product and merch development, content and asset readiness, launch, and ongoing performance and inventory management. Ensure campaigns are executed on time, on brief, and in alignment with commercial targets and channel strategies. Drive rigorous documentation, status reporting, and risk management across all active campaigns. Process Design & Optimization Design, refine, and scale workflows, RACIs, and playbooks for Campaign Management, grounded in your understanding of the full process map and channel-specific requirements. Continuously improve processes based on client feedback, team feedback, and business trends to increase speed, quality, and predictability. Partner with Operations, Tech, and Data teams to ensure tools, systems, and dashboards support efficient planning and execution. Resource & Capacity Management Own resource allocation across the Campaign Management team in a highly dynamic, fast-paced environment. Balance workloads and priorities against business needs, campaign complexity, and client tiers. Collaborate with leadership on headcount, budget, and flexible resourcing models. Cross-Functional Partnership Be an exceptional partner to leaders across Account Management, Creative, Store Management, Commercial & Merchandising, Marketing, Finance, BA, and Operations. Represent Campaign Management in senior forums, ensuring decisions remain executable and aligned to client expectations and service operational realities. Champion mutual respect for each function's expertise and needs, and drive alignment around shared KPIs and outcomes. What You'll Bring ~10+ years of experience in campaign, production, operations, or program management in music, entertainment, merch, or consumer eCommerce. Deep understanding of the music and merchandise ecosystem, including labels, management, touring, retail, and licensing. Proven experience managing music product and/or merch across eCommerce, tour, and/or retail channels. Demonstrated strength in process design and optimization, turning complex workflows into clear, scalable systems. Track record leading large teams in a high-volume, fast-changing environment, including hiring, coaching, and organizational design. Strong client-facing presence and stakeholder management skills; comfortable working with senior label, artist, and internal leadership. Excellent judgment under pressure and a calm, solutions-oriented approach to escalations. Proficiency with project management and collaboration tools; confident using data to inform decisions. A leadership style grounded in cross-functional respect, clarity, and empowerment-not just administration. Perks Playlist: Join an entrepreneurial, global organization where authenticity, boldness, creativity, connection, drive, and insight aren't just values-they're how we work every day. Here are some of the ways we support you along the way (and just a few of the benefits we offer): Comprehensive medical, dental, and vision coverage Including 100% coverage for out-patient in-network mental health services Fertility coverage for eligible medical plan participants Wellbeing reimbursements for fitness classes, spa treatments, meal services, travel, and so much more (up to $720/year) Student Loan Repayment Assistance and Tuition Reimbursement 401(k) with 100% immediate vesting on the first 5% of your contributions, plus an additional UMG contribution A variety of ways to prioritize much-needed time away from work including: Flexible Paid Time Off (PTO) for exempt employees 3-weeks PTO for non-exempt employees 2-weeks paid Winter Break 10 Company Holidays (including Juneteenth and Wellbeing Day) Summer Fridays (between Memorial Day and Labor Day) Generous paid parental leave for every type of parent Check out our full overview of benefits on the Perks Playlist page of the career site. Disclaimer: This job description only provides an overview of job responsibilities that are subject to change. Universal Music Group is an Equal Opportunity Employer We are an E-Verify employer in Alabama, Arizona, Georgia, Mississippi, North Carolina, South Carolina, Tennessee, and Utah. For more information, please click on the following links. E-Verify Participation Poster: English / Spanish E-Verify Right to Work Poster: English | Spanish Job Category: eCommerce Salary Range: $144,000 - $367,510 The actual base salary offered depends on a variety of factors, which may include, as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. All candidates are encouraged to apply.

Posted 2 weeks ago

Jack in the Box, Inc. logo

Jack In The Box - Restaurant Management

Jack in the Box, Inc.North Logan, UT
Jack in the Box Restaurant Manager We know you have so much to bring to the table as a leader. Share your passion for food and life and motivate your team to pursue a better future for themselves and others. Yes, you have a business to run, but your priority should be your people (and maybe a Munchie Meal). As a Restaurant Manager you will: Demonstrate a passion for business and managing the overall operations Find, train, develop, and recognize the best people Manage daily activities to ensure guests receive excellent customer service Demonstrate a strong awareness and concern for food quality and safety Adjust to multiple demands and shift priorities POSITION SUMMARY: Restaurant managers are responsible for managing the overall operations of the restaurant. Develop a strong team to provide excellent customer service and build restaurant sales and profit while ensuring policies and procedures are followed. Treats all employees with respect and dignity, and regularly recognizes and rewards employees. Demonstrates passion and pride. Is willing and able to adjust to multiple demands and can implement, manage, and support any changes. KEY DUTIES / RESPONSIBILITIES: Internal Service: Recruits, selects, trains, develops, and evaluates restaurant employees. Monitors staffing levels to ensure sufficient development and talent; ensures systems for training employees on workstations are fully implemented and adhered to by management and crew; identifies and develops internal candidates for management and Team Leader positions. Works with the restaurant management team to ensure all facets of "My Promise to You" and the Service Profit Chain are executed; creates a restaurant environment that is "employee friendly," fun, clean, and safe; take accountability for motivating and inspiring employees to achieve high performance; Understands and utilizes JIB systems, processes, and tools; and complies with all state and federal labor laws and regulations. External Service: Manages daily activities to achieve excellence in restaurant operational performance. Provides an exceptional experience for the guests by ensuring proper training and holding the restaurant team accountable for consistently delivering excellent guest service and food quality in adherence to JIB systems, procedures, and food safety requirements. Reviews practices and modifies as needed to continuously improve the guest experience; maintains visibility and interaction with guests; responds to guest concerns and complaints in a timely and professional manner, and ensures positive resolution. Ensures management team and crew understand and operate all systems correctly. Maintains the brand image of restaurant cleanliness, maintenance, and excellent service. Serves as a role model for excellent guest service. Sales & Profits: Utilizes management information tools to analyze restaurant operational and financial performance each Period, including the I&E, quality and service reports, health inspections, HACCP, etc; identifies trends and implements action plans for improvement; uses data to analyze business results and consults with regional and CSC resources as needed. Focuses efforts on increasing restaurant sales and profitability by executing the Service Profit Chain and understanding its impact on the overall business. Considers cost/benefit impact of financial decisions and works to protect the JIB brand. Monitors costs and adherence to budget and restaurant goals. SELECTION SKILLS/QUALITIES: Fostering the Culture: Demonstrates a passion for the business and pride in Jack in the Box; ability to manage professionally with integrity, honesty, and trust that promotes the Jack in the Box culture and values; demonstrates high ethical standards; treats employees and guests with respect; and actively listens and communicates timely, clearly, and accurately with management team and crew. Training/Coaching/Development: Serves as a strong role model who motivates and inspires employees; effectively trains, coaches, and provides time for employees to learn; identifies employees' potential and fosters development for promotion to the next level; and demonstrates patience and commitment towards the development of employees. Values effective job performance and ensures the restaurant team receives recognition and expression of gratitude. Guest Focus: Is passionate about providing a high-quality guest experience that is evident to our guests. Understands guests' perspectives and focuses efforts on ensuring consistent, quality service that exceeds guests' expectations. Demonstrates guest service techniques and ability to manage in a fast-paced environment. Food Quality/Safety: Demonstrates a strong awareness and concern for food quality and safety, and restaurant cleanliness; and is dedicated to consistently serving great food to guests and conveys this importance to the restaurant team. Demonstrated ability to utilize systems and perform duties within established structure. Business Management: Is willing and able to adjust to multiple demands, shifting priorities, ambiguity and change; understands the importance of change and implements, manages, and supports change initiatives; maintains a strong sense of urgency, and works toward achieving goals. Consistently makes high-quality decisions based on experience, policy, and procedure, or knowledge of the setting; and exercises discretion and independent judgment on important restaurant business matters. Attends priorities, delegates work, and systematically conducts follow-up; demonstrates attention to detail; and is well organized in all aspects of job performance. Performs other related duties, tasks, and responsibilities as required, assigned, and directed. QUALIFICATIONS: Education- High School Diploma, G.E.D., or equivalent required. Associate's or Bachelor's degree preferred. Experience- Internal Promote: Minimum of 1+ years experience as an Associate Manager and/or 2 years experience as a First Assistant Manager; must be 100% certified in all workstations. External Recruit: Minimum of 3 years experience managing a service concept with full P&L responsibility. Knowledge/Skills/Abilities- Must be at least 18 years old; must complete Restaurant Manager training classes; must be ServSafe certified. Ability to speak, read, and write effectively in English; excellent interpersonal skills; ability to perform and understand basic math concepts (addition, subtraction, multiplication, division); proven analytical skills; and good organization and planning skills. Is a self-starter who takes initiative and willingly accepts responsibility. Proficient knowledge of personal computers and related software applications. Must possess a valid driver's license, and insurance, and use a personal vehicle to make bank deposits and travel to other restaurants/business locations as required. Demonstrates integrity and ethical behavior. Physical Requirements- Ability to stand and walk approximately 85%-95% of shift; ability to lift and carry 10-65 lbs; ability to move freely throughout the restaurant; ability to operate restaurant equipment and drive a motor vehicle. Ability to operate a computer keyboard. COMPETENCIES: Organizational Competencies Customer Focus- Is dedicated to meeting the expectations and requirements of internal and external customers; collects first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect. Dealing with Ambiguity- Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty. Learning on the Fly- Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything. Problem Solving- Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Position Competencies Composure- Is cool under pressure; does not become defensive or irritated when times are tough; is considered mature; can be counted on to hold things together during tough times; can handle stress; is not knocked off balance by the unexpected; doesn't show frustration when resisted or blocked; is a settling influence in a crisis. Confronting Direct Reports- Deals with problem direct reports firmly and in a timely manner; doesn't allow problems to fester; regularly reviews performance and holds timely discussions; can make negative decisions when all other efforts fail; deals effectively with troublemakers. Developing Direct Reports and Others- Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder. Ethics and Values- Adheres to an appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches. Integrity and Trust- Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidence; admits mistakes; doesn't misrepresent him/herself for personal gain. Managerial Empowerment- Does not hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people's problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Motivating Others- Create a climate in which people want to do their best; can motivate many types of direct reports and team or project members; Can evaluate each person's hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites input from each person and shares ownership and visibility; makes each individual feel his / her work is important; is someone people like working for and with. Priority Setting- Spends his / her time and the time of others on what's important; quickly zeroes on the critical few and puts the trivial many apart; can quickly without what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus Drive for Results- Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Self-Knowledge- Knows personal strengths, weaknesses, opportunities, and limits; seeks feedback; gains insights from mistakes; is open to criticism; is not defensive; is receptive to talking about shortcomings; looks forward to balanced (+ 's and' s) performance reviews and career discussions. Building Effective Teams- Blends people into teams when needed; creates strong morale and spirit in his / her team; shares wins and successes; promotes open dialogue; Lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team. Managing Vision and Purpose- Communicates a compelling and inspired vision or sense of core purpose; talks beyond today; talks about possibilities; is optimistic; creates mileposts and symbols to rally support behind the vision; makes the vision sharable by everyone; can inspire and motivate whole units or organizations. REASONABLE ACCOMMODATION: The company will make reasonable accommodations to allow a qualified individual with a disability to enjoy equal employment opportunities and to perform the essential functions of the job. This position description should be applied accordingly.

Posted 30+ days ago

HNTB Corporation logo

Returning Intern/Co-Op Planner/Program Management - MAD Summer 2026 (For Current/Previous Hntb Interns Only)

HNTB CorporationArlington, TX

$22 - $32 / hour

What We're Looking For At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of employee-owners. This opportunity entails being under close supervision, assist departments by performing basic assignments in the areas including, but not limited to Science, Planning, Technology. This position is usually on a part-time, temporary, or co-op basis. For current or previous HNTB interns ONLY. What You'll Do: Assists project team members with various support tasks. Conducts basic research and data collection. Maintains records, collections and files related to specific projects. Assist in the development of graphics, presentation materials and reports. Performs other duties assigned. What You'll Need: Enrolled in a related undergraduate or graduate program For current or previous HNTB interns ONLY. Additional Information Click here for benefits information: HNTB Total Rewards Click here to learn more about Equal Opportunity Employer/Disability/Veteran Visa sponsorship is not available for this position. #LD . Locations: Arlington, VA (Alexandria), Baltimore, MD, Charlotte, NC, Fairmont, WV (Elkins), Harrisburg, PA, King of Prussia, PA (Norristown), North Charleston, SC, Philadelphia, PA (Pennsylvania), Pittsburgh, PA, Raleigh, NC, Raleigh, NC (Raleigh Field), Scott Depot, WV (Charleston), Virginia Beach, VA, Washington, DC . . . . . . . . . . . . . The approximate pay range for Maryland is $21.58 - $32.37. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. . . The approximate pay range for Washington, DC is $23.64 - $35.46. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. . . . NOTICE TO THIRD-PARTY AGENCIES: HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.

Posted 30+ days ago

PwC logo

Asset & Wealth Management - Tax Senior Manager

PwCSalt Lake City, UT

$124,000 - $335,000 / year

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

Posted 30+ days ago

Surgery Partners logo

Physician - Interventional Pain Management

Surgery PartnersLake Worth, FL
Position Overview: We are seeking a highly skilled and compassionate Interventional Pain Management Physician to join our team in Lake Worth, FL. The ideal candidate will be proficient in a wide range of interventional pain management techniques and dedicated to providing the highest standard of patient care. This role involves diagnosing and treating chronic pain conditions, performing minimally invasive procedures, and collaborating with a team of healthcare professionals to develop individualized treatment plans. Responsibilities: Conduct comprehensive evaluations of patients with chronic pain conditions. Develop and implement effective treatment plans using interventional techniques. Perform minimally invasive procedures such as nerve blocks, epidural steroid injections and radiofrequency ablation Evaluate clinically appropriate candidates for neuromodulation, intrathecal pump procedures, and implant procedures. Collaborate with other healthcare professionals, including physical therapists and primary care physicians, to ensure holistic patient care. Educate patients about their conditions and the various treatment options available. Maintain accurate and detailed patient records. Stay updated with the latest advancements in pain management and interventional techniques. Qualifications: Medical degree (MD or DO) from an accredited institution or foreign degree equivalent. Board certification or eligibility in Anesthesiology/Pain Medicine/PM&R with completed fellowship training in Pain Management. Valid and unrestricted medical license or medical license eligibility in the state of Florida. Experience in interventional pain management techniques, including implant procedures. Strong interpersonal and communication skills. Commitment to providing high-quality, patient-centered care. Ability to work collaboratively in a multidisciplinary team environment. Benefits: Competitive salary and performance-based incentives. Comprehensive health, dental, and vision insurance. Retirement savings plan with employer match. Generous paid time off and continuing medical education (CME) allowance. Malpractice insurance coverage. Opportunities for professional development and career advancement. Our organization is an equal opportunity employer and will not discriminate against any employee or applicant for employment based on race, color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, parental status, sexual orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc. Furthermore, our organization is committed to going beyond the legal requirements of equal employment opportunity to take positive actions which ensure diversity in the workplace and result in a multi-cultural organization. #200

Posted 30+ days ago

C logo

Wealth Management, Product Manager

Corebridge Financial Inc.Tempe, AZ

$130,000 - $135,000 / year

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With We are seeking a strategic Product Manager to lead the development, management and enhancement of digital tools and services for our wealth management products and solutions. About The Role In this role, you will shape the product vision and be responsible for the end-to-end experience for retail products and platforms, ensuring they align with client needs, market trends, regulatory requirements, and business goals. Responsibilities Develop and manage the product roadmap for wealth management solutions, including retirement solutions, investment products, advisory platforms, and digital tools. Conduct market research and competitive analysis to identify client needs and product opportunities. Own and manage the product backlog, prioritizing features based on client needs, regulatory compliance, and business goals. Collaborate with cross-functional teams including advisory, broker-dealer, compliance, legal, operations, marketing and technology to bring products to the market. Monitor product performance, usage, and profitability and drive enhancements to meet KPIs. Ensure products remain compliant with regulatory standards (e.g., FINRA, SEC) Gather and prioritize product requirements from internal stakeholders and clients. Prepare and deliver training, product materials, and marketing content in partnership with marketing and communications teams. Lead product launches and manage go-to-market strategies. Serve as subject matter expert for internal and external stakeholders. Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs. Skills & Qualifications Bachelor's degree in business, Finance, Computer Science or related field 5+ years of experience as a Product Manager or Product Owner in wealth management, investment advisory or retirement services, leveraging 3rd party products Strong knowledge of investment products, financial planning, and industry regulations Proven experience working in Agile development environments, including being able to coach and mentor team members Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non-technical audiences Experience with product tools such as Jira and Confluence Experience building internal relationships and working across matrixed organizations A customer-centric focus to keep customers at the forefront of decisioning and connecting plans and actions to the purpose of serving clients Preferred Experience with Salesforce, managed investing and broker dealer platforms Understanding of user centric design in business, marketing, IT or equivalent Clear understanding of digital technology and consumer trends Familiarity with APIs and integration with 3rd party providers (e.g., Fidelity, Envestnet, Morningstar) Knowledge of the defined contribution retirement market, including marketing, products and current industry trends Compensation The anticipated base salary range for this position is $130,000 to $135,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below. Work Location This position is currently designated as remote. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: www.corebridgefinancial.com Functional Area: IT - Information Technology Estimated Travel Percentage (%): No Travel Relocation Provided: No American General Life Insurance Company

Posted 5 days ago

PwC logo

Asset & Wealth Management - Tax Senior Associate

PwCSan Francisco, CA

$77,000 - $214,000 / year

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency. Responsibilities Lead digitization and automation efforts Solve intricate tax challenges Mentor and guide junior team members Foster and sustain client relationships Gain thorough understanding of business contexts Navigate complex tax scenarios effectively Grow personal brand and technical skills Uphold exceptional professional and technical standards What You Must Have Bachelor's Degree in Accounting 2 years of experience Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations What Sets You Apart Innovating through new and existing technologies Experimenting with digitization solutions Working with large, complex data sets Building models and leveraging data visualization tools Exposure to pricing and client worth Reviewing contracts and finding new pricing options CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 4 weeks ago

MetroStar Systems logo

Sr. Identity & Access Management (Iam) Engineer I (6377)

MetroStar SystemsWashington, DC

$170,000 - $230,000 / year

As a Sr. Identity & Access Management (IAM) Engineer I, you'll deliver enterprise ICAM solutions supporting a highly visible, security-sensitive mission. This role requires a technically strong engineer who can integrate identity services seamlessly into operational environments and execute effectively within an Agile model. We know that you can't have great technology services without amazing people. At MetroStar, we are obsessed with our people and have led a two-decade legacy of building the best and brightest teams. Because we know our future relies on our deep understanding and relentless focus on our people, we live by our mission: A passion for our people. Value for our customers. If you think you can see yourself delivering our mission and pursuing our goals with us, then check out the job description below! What you'll do: Work as part of a collaborative and high-performing team delivering technical solutions within the highest levels of the federal government Design, implement, and maintain Active Directory and Azure Entra ID services Implement and support authentication, authorization, and federation solutions Integrate and manage SAML and OIDC-based identity solutions Participate in Agile planning, execution, and continuous improvement activities Troubleshoot and resolve complex identity and access issues rapidly and effectively Communicate clearly with both technical and non-technical stakeholders regarding identity solutions and impacts Establish and maintain a high level of customer trust and confidence through technical expertise and reliability Apply creativity and sound engineering judgment to deliver innovative solutions aligned to customer needs What you'll need to succeed: An active Top Secret security clearance with SCI eligibility required. Bachelor's degree in Information Systems or a related field is preferred; relevant experience may substitute. Certification meeting DoD 8140 (e.g., Security+, or higher) and Microsoft SC-300; cloud security certifications maybe substitute. 5+ years of hands-on experience engineering and administering enterprise identity and access management solutions, with a primary focus on Microsoft identity technologies. Demonstrated experience designing, implementing, and maintaining authentication and authorization services in enterprise environments. Hands-on experience with Microsoft Active Directory and Azure Active Directory (Azure Entra ID), including directory services, identity lifecycle management, and access control. Operational experience supporting identity federation and authentication protocols, including SAML and OIDC. Experience managing PKI, certificate-based authentication, and Group Policy Objects in secure enterprise environments. Hands-on experience with ADFS and CASB in enterprise environments. Ability to contribute immediately with minimal ramp-up in a mission-critical operational environment. SALARY RANGE: $170,000 - $230,000 The salary range for this position is determined based on qualifications, skills, and relevant experience. The final salary offered will be determined based on several factors including: The candidate's professional background and relevant work experience The specific responsibilities of the role and organizational needs Internal equity and alignment with current team compensation This role is also eligible for additional compensation, subject to the terms and policies of MetroStar, which may include: Performance-based bonuses Company-paid training and/or certifications Referral bonuses

Posted 6 days ago

PwC logo

Asset & Wealth Management - Renewable Energy Tax Manager

PwCLos Angeles, CA

$99,000 - $266,000 / year

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Utilizing experience with complicated partnership structures; Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; and, Possessing a desire to learn more about the renewable energy industry. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; and, Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Aritzia logo

Retail - Associate Boutique Manager, Store Management (Galleria Roseville)

AritziaRoseville, CA
THE TEAM The mission of the Store Management Department is to lead our specialized teams to sell clothes and deliver world-class experiences THE OPPORTUNITY Aritzia is growing and our Store Management Department is growing with it. This is a unique opportunity to be part of the team responsible for flawlessly delivering on Sales, Floor, Business, and People Management to exceed daily business goals, while leading, educating, and developing a high performing and engaged store roster. And, with people at the heart of everything you do, you will support our high-potential people to grow rewarding careers at Aritzia-while enjoying one yourself. THE ROLE As the Associate Boutique Manager, you will lead the team to: To lead the team to sell clothes, deliver world-class experiences, and build loyal client relationships. To create an optimal balance of sales and service by having the right people, in the right place at the right time. To seamlessly own or escalate the invisible details across People, Clients, Product, Space, Risk and Operations that enable an exceptional shopping experience To manage the day-to-day performance of the retail team in support of the business objectives, enabling progressive career development and an incredible employee experience Work with the appropriate Business Support partners to seamlessly lead the day-to-day function of the department in support of corporate objectives, while enabling progressive career development and an incredible employee experience. THE QUALIFICATIONS The Associate Boutique Manager has: A commitment to learn, apply, champion, and enrich Aritzia's Business and People Leadership principles The skills to collaborate strategically with cross-functional partners in the pursuit of shared business outcomes The skills and/or education that are an asset to perform in the role and the commitment to continuously learn and develop oneself and inspire growth in others A dedication to quality and investing in results that add value to the business at all times A deep understanding and commitment for the industry in which we operate A great sense of style, representing Aritzia's brand, aesthetic and style fundamentals while setting trends and influencing culture THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Competitive Pay Package- We're committed to competitive pay and performance-based pay increases Base wage range: $30.00 - $45.00 Aspirational Workspace- Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It's all part of the Everyday Luxury experience you - and our clients - deserve. Product Discount- Maybe you've heard of our famous product discount? You have now. Aritzia Virtual Wellness- Because your health, happiness, and safety matter- 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

Posted 30+ days ago

Lockheed Martin Corporation logo

Logistics Management Analyst-Early Career

Lockheed Martin CorporationLittleton, CO

$44,400 - $78,315 / year

Description:Description: WHO WE ARE Join the RMS C2-Ground Systems program and help to provide the resources, inspiration, and focus - if you have the resourcefulness and perseverance to work hard, then we want to create a better tomorrow with you. WHAT WE'RE DOING At Lockheed Martin, we're revolutionizing the defense sector through groundbreaking technology, advanced engineering processes, and a world-class team of professionals. Our mission-driven approach and unwavering dedication to excellence ensure that we continue to deliver superior products and solutions to our customers around the world. THE WORK Control the efficient flow of goods, services, and information between point of origin through customer placement in order to meet customer requirements. Ensure that customer service and time objectives are achieved within existing financial constraints in order to meet marketing and financial objectives. Ensure the execution and continuous improvement of standard logistics processes, such as the replenishment system, data interchange systems, demand management, electronic data systems administration and related functions. Build relationships with strategic customers through logistics initiatives. Integrate learning from customers, competitors, operating entities, distribution, transportation, customer service, other industries, industry groups, and professional training to continuously improve competitive position. WHO YOU ARE Lockheed Martin Rotary & Mission Systems is seeking a full-time Early Career Logistics Analyst. In this role, you will: Be processing and moving equipment in excess of 40 lb. Be working on procuring material and software as program requirements come up. Work with handheld scanners The successful candidate will have experience and/or knowledge of: Microsoft Office 365 Suite to include Excel, Word, PowerPoint; and Power BI SAP Working with contracts, government property (FAR 52.245-1) Must be a US Citizen. This position will require a government security clearance.; This position is located at a facility that requires special access. You thrive in a collaborative, multidisciplinary engineering environment and are committed to delivering best-in-class solutions. WHY JOIN US We believe that flexibility is the future of work. We are proud to offer the flexible 4X10 work schedule that support our employees' diverse personal needs. Basic Qualifications: Pursuing Bachelor's degree in a STEM related degree Work experience, or classroom knowledge of, Inventory Management, Logistics and Supply Chain principles Basic familiarity with Microsoft Office products Must be a United States citizen and be able to obtain a U.S. Government security clearance at the Secret level Desired Skills: Active Secret security clearance Work or classroom experience with Enterprise Resource Planning tools and/or Supply Management Systems Work or classroom experience with Inventory Management, Information Technology and SAP The candidate must be a self-starter with a positive attitude who is able to take ownership of projects with limited supervision Strong communication (both verbal and written) Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration. Clearance Level: Top Secret with Investigation or CV date within 5 years Other Important Information You Should Know Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to Work Remotely: Onsite Full-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility. Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Schedule for this Position: 4x10 hour day, 3 days off per week Pay Rate: The annual base salary range for this position in California, Massachusetts, and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $44,400 - $78,315. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. (Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of Paid Time Off (PTO) to be used for incidental absences and other reasons; receive at least 90 hours for holidays. Represented full time employees accrue 6.67 hours of Vacation per month; accrue up to 52 hours of sick leave annually; receive at least 96 hours for holidays. PTO, Vacation, sick leave, and holiday hours are prorated based on start date during the calendar year. This position is incentive plan eligible. Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work. With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility. If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications. Experience Level: 4 yr and up College Business Unit: RMS Relocation Available: Possible Career Area: Logistics Type: Full-Time Shift: First

Posted 6 days ago

City of Fort Worth, TX logo

Water Systems Supervisor - Water Asset Management

City of Fort Worth, TXFort Worth, TX

$32 - $41 / hour

Pay Range: $31.52.43 - $40.98/hr. | $65,563- 85,232 annually Job Posting Closing on: Thursday, February 19, 2026 Workdays & Hours: Wednesday- Saturday 12am- 8pm; This position is a first responder in severe weather conditions/emergencies which will be subject to work after hours, emergency call back hours, nights, weekends, holidays and will participate in an on-call rotation schedule. Benefits for this position include: 11 Paid Holidays, Medical, Dental, Vision, Paid Time Off, Pension Plan, Professional Development Opportunities. Find Out More! The City of Fort Worth is one of the fastest-growing large cities in the U.S. Our employees serve the needs of over 1,000,000 residents, promoting our values of exceptional customer experience, mutual respect, embracing our diversity, continuous improvement, ethical behavior, and accountability. A Water Systems Supervisor (nights) position is available with the City of Fort Worth Water Department / Field Operations Division- Water Asset Management section. The Field Operations Division is a 24/7 operation and is the largest division of the Water Department and an integral function of the maintenance of the City of Fort Worth's infrastructure. This position is essential to the daily operations of the division and an integral role in the department's success. The ideal candidate/s will be responsible for Supervises staff, which includes prioritizing and assigning work, responds to and resolve public inquiries and complaints; performing complex work in a variety of professional, technical and analytical safety functions in support of the assigned division/department. Minimum Qualifications: High School Diploma or GED. Five (5) years of increasingly responsible experience in water utility field construction, maintenance, repair, or operational activities, including lead supervisory experience. Possession of a TCEQ Water Class C License is required. Ability to work rotating shifts, weekends, holidays, and be on-call to respond to emergencies during off hours. Possession of a valid Texas driver's license. Must be able to pass a physical, drug screen, and a background check. Preferred Qualifications: Two (2) years' experience working with water utility Two (2) years of previous supervisory work experience. Extensive experience working with the public. Previous experience working with a large municipal utility Experience using GIS or other mapping software. Reading and interpreting blueprints, specifications, and contracts. Water Systems Supervisor responsibilities include: Supervises staff, which includes prioritizing and assigning work; conducting performance evaluations; ensuring staff is trained; ensuring employees follow policies and procedures; maintaining a healthy and safe working environment; and, making hiring, termination, and disciplinary decisions or recommendations. Supervises, coordinates, and reviews the work of subordinate employees responsible for maintenance, repair, installation, and technical services for the wastewater collection system. Inspects the maintenance, installation, and repair of collection and distribution system and equipment; inspects work in progress; provides advice and assistance to maintenance staff as necessary. Identify organizational resource needs including the need for contractors for new construction and rehabilitation, scheduling, managing emergency events (SSO, bypass, emergency main repair/replacement, and main breaks). Write technical reports and conduct research utilizing GIS, Maximo, PeopleSoft, Automated Vehicle Location System, record drawings, and other related information systems. Monitors and evaluates the quality, responsiveness, efficiency, and effectiveness of assigned field operations programs, methods, and procedures; and works with personnel on the continuous improvement of field operations services. Assist in establishing schedules and methods for providing construction, maintenance, and repair services; identify resource needs; review needs with management, and allocate resources accordingly. Maintain accurate records; and prepare daily and administrative reports pertaining to policy and procedures of Field Operations and inspect maintenance, construction, repair, and operational activities; conduct on-site changes to specifications as necessary. Continuously monitor and evaluate the quality, responsiveness, efficiency, and effectiveness of assigned field operations programs, methods, and procedures; work with personnel on the continuous improvement Responds to and resolve public inquiries and complaints; confers with customers regarding problems; and provides assistance as necessary. Apply Now! Come be part of something special in Fort Worth. Working Conditions and Physical Demand: Depending on assignment, positions in this class typically require touching, talking, hearing, seeing, grasping, standing, stooping, kneeling, crouching, reaching, walking, repetitive motions, climbing, balancing, pushing, pulling, and lifting; depending on assignment. Incumbents may be exposed to moving mechanical parts, odors, dusts, poor ventilation, chemicals, oils, extreme temperatures, inadequate lighting, intense noises, gases, vibrations, chemicals, oils, and workspace restrictions. Medium work- Depending on assignment, positions in this class typically exert up to 50 pounds of force occasionally, up to 20 pounds of force frequently, and/or up to 20 pounds of force constantly having to move objects. Conditions of Employment The City of Fort Worth is proud to be an Equal Employment Opportunity employer. It is the policy and practice of the City to recruit, hire, train and promote a diverse workforce without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or another non-merit factor. The City of Fort Worth is committed to full compliance with the Americans with Disabilities Act. Reasonable accommodations may be made to enable qualified individuals with disabilities to participate in the job application or interview process and to perform essential job functions. Candidates who do not meet the Education requirement, may be considered if they have more relevant work experience than the position requires. Those selected for employment will be required to pass Pre-Employment checks depending on the position requirements. Those could include, but are not limited to: criminal background check, drug screen, education verification, etc. criminal convictions will be considered on a case-by-case basis. Employees are paid by direct deposit only.

Posted 1 week ago

A logo

Director Of Product Management

AstrodyneHackettstown, NJ

$115,000 - $135,000 / year

Join Our Dynamic Team as a Product Development in the Power Business Unit Are you passionate about driving growth and innovation in the power electronics sector? Astrodyne TDI is looking for an experienced Director of Product Management to lead the charge in expanding our market segment within the Power Business Unit. With your expertise, we aim to strengthen our position as a global leader in switch mode power supplies and related products. If you're ready to shape the future of power electronics with a forward-thinking team, we want to hear from you. The budgeted salary range for this role is $115,000 - $135,000. Your Impact: Strategize for Success: Craft and implement a product strategy that sets us apart in the market. Your vision will guide the development and refinement of our value propositions, ensuring our products are irresistible to our target segments. Drive Revenue Growth: Be the driving force behind our sales team, equipping them with the insights and support needed to secure new business and achieve significant revenue milestones. Master the Market: Dive deep into market research to understand trends, size up the competition, and pinpoint top customer targets. Your analysis will be the foundation of our market strategy, product roadmap, and competitive edge. Champion Our Products: Lead the coordination of product collateral, launch materials, and training sessions. Your efforts will ensure our sales team and manufacturer representatives are well-prepared, and our customers are well-informed. Be the Expert: As the go-to subject-matter expert, you'll guide engineering discussions, customer meetings, and trade show presentations, showcasing your deep product knowledge and industry insight. Who You Are: With 10 years of experience in product marketing or a related field, your background speaks volumes. Experience in power electronics/systems is a cherry on top. Holding a Bachelor's degree in Electrical Engineering, you're not just academically prepared; you're eager to apply your knowledge in a practical, impact-driven environment. A master of market research and business planning, your analytical prowess is matched by your exceptional communication skills. Whether it's a detailed technical proposal or a compelling sales presentation, you convey complex concepts with ease and confidence. Your problem-solving skills are second to none, allowing you to navigate the complexities of product development, market analysis, and customer engagement with strategic finesse. Ready to travel up to 20% of the time, you're as comfortable on the road as you are in the boardroom, eager to connect with customers and partners to drive our business forward. Why Astrodyne TDI? Astrodyne TDI isn't just a workplace; it's a hub for innovators seeking to make a real difference in the world of power electronics. As an Equal Opportunity / Affirmative Action Employer, we believe in fostering a diverse, inclusive environment where every team member is valued and empowered to reach their full potential. Join us and be part of a supportive, global team committed to excellence, innovation, and growth. Apply today to power up your career with Astrodyne TDI. Ready to electrify your career? Apply now and let's innovate together. AAP/EEO Statement Astrodyne TDI is an Equal Opportunity / Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, disability, military status, genetic information, or any other legally protected status. NOTICE TO THIRD PARTY AGENCIES: Please note that Astrodyne TDI does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, Astrodyne TDI will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, Astrodyne TDI explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Astrodyne TDI. AAP/EEO Statement Astrodyne TDI is an Equal Opportunity / Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, disability, military status, genetic information, or any other legally protected status. NOTICE TO THIRD PARTY AGENCIES: Please note that Astrodyne TDI does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, Astrodyne TDI will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, Astrodyne TDI explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Astrodyne TDI.

Posted 30+ days ago

PwC logo

Asset & Wealth Management - Tax Senior Manager

PwCRaleigh, NC

$124,000 - $335,000 / year

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

Posted 30+ days ago

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Wealth Management Advisor

BRP Group, Inc.Leesburg, VA

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Overview

Schedule
Full-time
Career level
Entry-level
Remote
Hybrid remote
Benefits
Life Insurance
Career Development

Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Wealth Management Advisor to join our Financial Services team. In this early-career role, you will support senior advisors in delivering comprehensive wealth management and financial planning to individual clients and families. You will help serve clients across the wealth spectrum, assist with plan development and portfolio monitoring, and grow your skills within Baldwin's integrated advice platform. This is an excellent opportunity for a motivated professional with 1-2 years of experience to build a long-term career in wealth management.

Job Responsibilities

  • Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.

  • Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.

  • Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.

  • Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.

  • Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.

  • Learn and effectively use Baldwin's planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.

  • Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.

  • Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.

  • Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients' financial plans.

Knowledge, Skills & Abilities

  • Proficient with MS Office - Word, Excel, PowerPoint, Outlook.

  • Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.

  • Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.

  • Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.

  • Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.

  • Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.

  • Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.

Education & Experience

  • Bachelor's degree in Finance, Business, Economics, Accounting or a related field preferred.

  • 1-2 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).

  • Progress toward or interest in pursuing relevant industry designations (e.g., Series 65/66, CFP, CIMA, AIF) encouraged; Series 65 or 66 and state Life & Health Insurance License may be required or obtained within a defined timeframe depending on responsibilities and registration requirements.

  • Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

Other

  • Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities.

  • Occasional travel may be required for client meetings and internal training or events.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Annual salary starts at $65,000+ and is negotiable at time of hire.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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