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C logo
Cerity Partners ManagementChicago, Illinois
Position Summary: The Wealth Management Transition Specialist plays a critical role in facilitating the seamless onboarding of new financial advisors and their client portfolios. This position requires exceptional organizational skills, systems expertise, and client service acumen to ensure smooth transitions while maintaining the highest standards of client experience. This role requires extensive travel and non-traditional work hours, with the expectation of being available for on-demand travel to support advisor transitions and client meetings nationwide. The Transition Specialist will sit on the Practice Development team; a key partner in the successful transition of new wealth management colleagues into the firm. Primary Responsibilities Project Management & Planning Develop and execute comprehensive project plans for new advisor client transitions, including timelines, milestones, and resource allocation Coordinate cross-functional teams including compliance, operations, technology, and client service to ensure seamless transitions Manage project execution from planning through delivery while personally contributing to key deliverables Monitor project progress and proactively address potential roadblocks or delays Maintain detailed documentation of transition processes and outcomes Problem Solving & Issue Resolution Serve as primary point of contact for complex transition-related issues and escalations Analyze and resolve account setup challenges, data migration problems, and system integration issues Collaborate with multiple departments to develop creative solutions for unique client situations Implement process improvements based on lessons learned from previous transitions Client Service Excellence Provide expert-level support to both new advisors and their transitioning clients Ensure all client communications are professional, timely, and accurate throughout the transition process Manage and execute client account opening procedures Manage client expectations and address concerns with empathy and expertise Maintain confidentiality and adhere to all regulatory requirements Systems Management & Technology Demonstrate advanced proficiency in Salesforce CRM, including data entry, report generation, and workflow management Utilize various wealth management platforms and tools to facilitate account transfers and setup Ensure data integrity and accuracy across all systems during client migrations Train new advisors on system functionality and best practices Required Qualifications: Bachelor's degree in Business, Finance, or related field 3-5 years of experience in wealth management operations, client service, or project management Previous experience supporting advisor transitions or acquisitions Familiarity with custodial platforms and portfolio management systems – Fidelity, Charles Schwab Ability to travel on demand as needed, up to and beyond 50% of the time as needed. Flexibility to work outside standard business hours as needed Advanced proficiency in Salesforce CRM and related financial services technology Strong analytical and problem-solving abilities with attention to detail Excellent written and verbal communication skills Demonstrated ability to manage multiple complex projects simultaneously Knowledge of financial services regulations and compliance requirements Preferred Qualifications Project Management certification (PMP) or similar credentials Series 7, 63, or other relevant financial services licenses Compensation Range: $100,000-150,000 Why Cerity Partners : Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Posted 3 weeks ago

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Two95 International Inc.Oklahoma City, OK
Title: Enterprise Monitoring - Incident Management Analyst Location: Oklahoma City, OK Duration: Full Time Salary: $Market Requirements Implement and manage incident response plans for critical enterprise incidents. Evaluate the severity off all incidents and coordinate response efforts. Act as the point of contact for incident stakeholders. Coordinate and ensure correct resources and SMEs are assigned and involved. Implement and administrate all communication efforts during incident responses. Lead post-incident reviews and create proper documentation of incidents. Follow-up to ensure all suggested improvements are evaluated and implemented. Identify incident trends and propose remediation efforts. Advocate for strong monitoring, alerting, and communication efforts for all technologies. Miscellaneous: Attends meetings and serves on committees, as requested Coordinates with upper management to inform and relay information where applicable Regular attendance as required Performs additional duties and assignments as requested Qualifications Education/Certification: High School graduate required Bachelor degree required Experience Required: 2+ years of related experience in the Information Technology industry. Preferable incident management experience within an enterprise environment. Experience managing multiple high priority activities with conflicting urgencies. Practical experience working across departmental borders and building formal and informal networks Knowledge of: Familiarity with technologies such as log monitoring, SNMP, ICMP, WMI, web transactions A working understanding of technical terminologies to effectively communicate with SMEs. Alerting and communication technologies leveraging apps, email, sms, and push notifications Skills and Abilities: Proficient in preparing clear, accurate, and appropriate communication Excellent on-the-fly communication skills, both written and verbal Strong leadership and organizational skills Work for extended time at keyboard/terminal Maintain effective working relationships with supervisor and coworkers Work flexible hours, including weekends and evenings Benefits Note: If interested please send your updated resume sagar.chand@two95intl.com and include your Salary requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest!

Posted 30+ days ago

The Symicor Group logo
The Symicor GroupOklahoma City, OK
Treasury Management Officer – To $120K – Oklahoma City, OK – Job # 3465 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a Treasury Management Officer role based in the Oklahoma City, OK market. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. The position includes a generous salary of up to $120K plus a bonus and an excellent benefits package. (This is not a remote position) Treasury Management Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Posted 30+ days ago

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New York Life Iowa officeHiawatha, IA
Ready to accelerate your career to management level with the New York Life Des Moines general office? This is the perfect career opportunity if one of these fits your journey so far: • Completed your MBA in the past 24 months • Have previous management experience • Owned a business • Demonstrated management/leadership experience in a different industry The Fast Track Management program provides goal-driven leaders who are eager to build and develop their own team of financial professionals the opportunity to accelerate your path to management and advance within one year. About Fast Track Management Program You’ll join New York Life as a financial professional to gain hands-on experience by working with clients to provide long-term financial strategies through life insurance, investments, annuities and mutual funds. In addition, you will include elements from the Management Program to your responsibilities in preparation for assuming a Partner role. This typically takes 12 months. Once you have met the Management Program requirements, you’ll be eligible for promotion to Associate Partner. You will then be enrolled in the Associate Partner Training Program, a six-month intensive training designed to help ensure that you succeed when it comes time to be promoted to the next level, Partner. Training at New York Life. We take your growth seriously and set you up for success in every way we can. While you are building and leading your own team you have the backing of a Fortune 100 company through: • NYLIC University program – one of the most comprehensive and well-respected training programs in the industry. • Ongoing access to local managers and full-time trainers who are extremely proficient in teaching the information and skills needed to get you off to a fast start. • Support from development managers and product consultants to assist you in teaching your financial professionals everything they’ll need to know. • Access to state-of-the-art marketing support. Ready to hear more? From quality training programs to a competitive package, New York Life offers you tremendous support and benefits. Our dedication teams at the Des Moines general office and corporate office provides all the support you will need to build your business and lead the agents on your team. We invite you to explore the depth of that commitment and what this career path can look like for you. Compensation: $90,000-$200,000 yearly Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. About New York Life Des Moines General Office New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients • #71 on Fortune 100 in 2019 • Most MDRT2 members in any United States Mutual company 2019 • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

Posted 1 week ago

Pioneer Management Consulting logo
Pioneer Management ConsultingMinneapolis, MN
As a Business Management Consultant, you will be a part of a fast-paced environment to help clients solve complex issues and deliver exceptional results. You are a self-driven management consultant who excels at guiding organizations to accomplish their strategic objectives through effective execution. You have the proven ability to effectively lead small to medium size transformation projects with ambiguous structure and varying technical and business requirements. Our Business Management Consultants thrive when they can dig in with their sleeves rolled up from day one to understand the internal landscape, build relationships with the client team, and follow through on execution to achieve a desired outcome. Responsibilities include: Listen: to gain a deep understanding of the business, industry, and relevant problems to deliver solutions Structure: break down the ambiguous and build a roadmap to discover and implement solutions Create: design effective tools and processes to analyze the current state and define the future state Execute: lead and implement improvement initiatives to achieve desired results Measure: identify and define KPIs, scorecard reporting and dashboards to achieve a target ROI Sustain: prepare a seamless transition for business owners to sustain long-term results Client Resolution: Proficient at recognizing and diagnosing client problems Relationship Building: Proactively cultivate and expand your professional network Qualifications: 3+ years of experience in project/program management with proven success managing projects utilizing various methodologies (Agile, Waterfall, CI/CD, etc) Internal or external consulting experience preferred Demonstrated experience in business analysis including gathering/documenting of technical business requirements and/or process maps presenting technical information to non-technical leadership Experience working with formal process improvement methodologies (Kaizen, Six Sigma, Lean process improvement, value improvement etc.) Understanding of the Software Development Lifecycle (SDLC) with experience in technology implementation or systems integration Proven skills in the identification and resolution of client challenges Experience collaborating with peers, identifying project needs, driving resolution, and holding team members accountable Strong analytical and quantitative problem-solving skills; rigorous approach to project management to deliver outcomes on enterprise level projects Ability to communicate complex ideas effectively to executive business leaders (verbal and written) Proven ability to work both independently and in a collaborative team environment Comfort handling ambiguity and managing multiple assignments Demonstrated ability to effectively expand professional networks through strategic relationship building and engagement Ability to communicate and work effectively across all levels within an organization Intermediate or high level of proficiency with the Microsoft Office suite (Excel, Word, PowerPoint) Bachelor's Degree or equivalent work experience required #LI-JS1 Benefits The estimated salary range for this role is $71,400-$107,100 annually. This is based on a wide array of factors unique to each candidate, including but not limited to skillset and years and depth of experience. Bonuses and other incentives are awarded at the Company’s discretion and are based upon individual contributions and overall company performance. Pioneer is proud to offer a comprehensive benefits package that includes meaningful time off and paid holidays, parental leave, 401(k) including employer match, tuition reimbursement, and a broad range of health and welfare benefits including medical, dental, vision, life, long and short-term disability, etc.

Posted 5 days ago

AssistIQ logo
AssistIQColumbus, OH
About Us At AssistIQ we are dedicated to creating a more efficient and transparent healthcare supply chain by fixing one of the core problems - providers lack accurate data and insights on their supply and implant usage. Our AI-driven software solution provides highly accurate, seamless capture of supply and implant usage in real-time, and generates actionable insights to healthcare systems, enabling better revenue capture and reduced waste, ultimately leading to better value of care and better outcomes for patients. We are a customer-obsessed team that prioritizes understanding and exceeding user needs through innovative, responsive solutions. Our culture values transparency, inclusivity, and accountability. We encourage open dialogue, shared ownership, and continuous improvement. Guided by social responsibility, we strive to build sustainable products that create meaningful impact for both our customers and the healthcare industry.  About the Role This is a senior role in the organization that will lead product strategy, roadmap development, execution, and innovation. This role will be responsible for growing and leading the product management team, refining processes, ensuring alignment with business goals, and driving the evolution of AssistIQ’s product offerings. As a critical member of the leadership team, you will work cross-functionally with Engineering, Sales, Marketing, Customer Success, and Finance teams, ensuring products meet market needs, drive revenue growth, and position AssistIQ as an industry leader. You will also be heavily customer facing, taking in feedback from the market and our current customers, and leading product demos within sales cycles.  This is an ideal role for someone who is excited about leading a growing team and thinking strategically, but is scrappy enough to get their hands dirty at the early stages. This role requires strong communication, organization, prioritization, and multitasking skills. What You Will Do Define, develop, and execute the product vision, strategy, and roadmap in alignment with AssistIQ’s business objectives and market demands. Tightly manage the prioritization of product enhancements, fixes, and new product development to ensure our current customers are delighted, while ensuring the product is go-live ready for new customers and we are staying on the cutting edge of innovation in our space.  Engage directly with customers, industry stakeholders, and internal teams to deeply understand user needs and translate them into clear product requirements and innovations. Analyze market trends, competitive landscapes, and customer feedback to continuously refine product offerings and maintain a competitive edge. Lead and mentor a high-performing product management team, fostering a collaborative, data-driven, and customer-centric culture. Implement and refine product management processes, frameworks, and best practices (e.g., Agile methodologies, Pragmatic Marketing). Collaborate closely with Engineering to ensure efficient product delivery, high-quality outcomes, and timely execution of strategic initiatives. Work with Finance to conduct ROI analysis and prioritize product investments based on business impact, strategic alignment, and customer value. Develop and oversee go-to-market strategies in partnership with Sales and Marketing to achieve revenue targets and market penetration goals. Requirements Qualifications 5-10+ years of progressive product management leadership experience in Healthcare IT, with a strong track record in high-growth settings. Proven ability to build, scale, and manage product teams, establishing robust processes to support growth. Deep knowledge of Agile and continuous delivery methodologies, with practical application of Pragmatic Marketing or similar frameworks. Experience in earlier stage, high growth startups, ideally in the $1MM - $10MM revenue range. Strategic thinker with exceptional analytical skills and the ability to translate complex customer and market insights into actionable product strategies. Strong technical aptitude, able to bridge business requirements with technical feasibility. Excellent communicator with outstanding skills in stakeholder management and cross-functional collaboration. Personal Attributes Passionate about product innovation and solving customer challenges. Highly organized, process-oriented, and capable of managing multiple priorities in a dynamic environment. Entrepreneurial mindset, comfortable being hands-on and execution-focused while setting strategic direction. Trusted leader who inspires collaboration, accountability, and a shared vision within and across teams. Benefits Health insurance & pension plan 3 weeks of vacation 10 sick days Flexible work hours One of the best cultures in healthcare Our Core Values Customer Centricity: We actively learn about our customers' pain points to understand their needs and deliver technology solutions that exceed their expectations. Customer satisfaction is our ultimate measure of success. Transparency & Inclusivity: We act with integrity, creating space for new ideas and sharing information about our progress, challenges, and decision-making processes. Agility & Flexibility: We iterate with speed, challenging the status quo and seeking continuous improvement to respond to our customer needs and market changes.  Accountability and Collaboration: We foster a culture of responsibility and display curiosity, grit and passion to achieve our objectives, individually and as a team.  Social Responsibility: We prioritize environmental impact by making responsible choices and developing products that make the healthcare industry more sustainable.

Posted 30+ days ago

Greenlife Healthcare Staffing logo
Greenlife Healthcare StaffingThe Bronx, NY
JOB TITLE (#2371): Nurse Practitioner / Pain Management - Bronx, NY Open to new grads (for Part-time applicants, must have experience in the specialty) Greenlife Healthcare Staffing is currently seeking a Nurse Practitioner to fill an opening with a multi-specialty practice located in Bronx, New York. Requirements of the Nurse Practitioner: Must have an active NY State License Must be Board Certified Open to new grads (for Part-time applicants, must have experience in the specialty) Compensation and Benefits of the Nurse Practitioner: The salary for this position is $115,000 - $130,000 / yr This is a Full-time, Part-time, or Per-Diem position (minimum of 2 days a week) Medical, Dental and Vision insurance Flexible Spending Account Paid Time Off Retirement Savings Commuter Benefits program Visa Sponsorship opportunities Malpractice insurance coverage Loan repayment Flexible schedules Stable Employment Exclusive 20% Discount Tuition Reduction with local College Greenlife Healthcare Staffing is a nationwide recruitment agency, matching both new grads and advanced practitioners to hospitals, clinics, nursing homes, multi-specialty groups, and private practices. If you would like to learn more about other opportunities we offer, please call our office: (800) 608-4025 or submit your Resume/CV to hr@glhstaffing.com

Posted 2 weeks ago

Northern California Behavioral Health System logo
Northern California Behavioral Health SystemSanta Rosa, CA
ABOUT US: Formerly Aurora Santa Rosa Hospital, SRBHH was opened in 2016 and is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, this hospital consists of 144 acute psychiatric inpatient beds. Santa Rosa Behavioral Healthcare Hospital (SRBHH) is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, SRBHH serves adolescents and adults. We treat both mental health and co-occurring psychiatric and substance abuse conditions. POSITION TITLE: Director of Health Information Management PAY RANGE: $104,000-$123,000 annually REPORTS TO: CEO DESCRIPTION OF POSITION: Responsible for supervising and coordinating the activities concerning analyzing, compiling, abstracting, transcribing, coding, indexing and filing of patient records. Ensures that the hospital is in compliance with all federal and state regulations regarding patient privacy and Health Insurance Portability and Accountability Act (HIPAA). The Director of Health Management maintains knowledge of, participates in further training provided, and understands the potential risks regarding occupational health hazards (e.g. bloodborne pathogen exposures). KEY RESPONSIBILITIES: Develops and oversees processes in the Health Information Management Department ensuring that Health Information Management processes and controls are evaluated against the organization’s internal and external information needs on an ongoing basis. Actively participates in various committees such as, but not limited to, the Medical Staff/Medical Records Committee, hospital-wide Performance Improvement Committee, Documentation Improvement Committee, and enterprise-wide Electronic Health Record-related Committees. Responsible for initiating, reviewing, implementing, and maintaining contracts with vendors for outsourced Health Information Management services. Serves as the hospital’s Privacy Officer, as appointed and approved by the facility’s Medical Executive Committee and Board of Trustees. In collaboration with the hospital’s Medical Director, is responsible for oversight and management of credentialing and coordination of the Organized Medical Staff. Ensures that information systems support current and future needs of the department. Works closely with information technology in transition planning including, but not limited to, testing, installation and education of staff to produce and maintain high quality data integrity. Works with risk management, legal counsel, and administrative staff, key departments and committees to ensure that the organization has and maintains appropriate compliance including privacy and security and confidentiality policies, procedures, forms, information notices, and materials which reflect current organizational practices and regulatory requirements. Ensures compliance with external agencies and state and federal regulations. Develops, maintains, and implements policies and procedures; evaluates and improves the effectiveness of policies and procedures and work flow. Serves as an internal consultant on health information management and privacy issues including release of information, confidentiality, information security, information storage and retrieval, and record retention as well as authorship and authentication of health record documentation, standardization of medical vocabularies, and use of classification systems. Maintain working knowledge of National Committee on Quality Assurance (NCQA) standards and State and Federal regulations related to credentialing. Implements policies and procedures to ensure that applications are properly verified and accurately uploaded into credentialing database. Ensures that the credentialing database is maintained in an up-to-date status at all times. Analyzes and prepares reports on trends in application status. Responsible for monitoring and managing credentialing and re-credentialing files. Assist with annual delegated credentialing audits and National Committee on Quality Assurance (NCQA) audits. Perform and collect PSV (primary source verification) documentation for licensing, board certifications, proof of professional liability insurance, National Practitioner Data Bank (NPDB) and/or other sources as required based on NCQA standards, health plan requirements and company credentialing policies. Prepare credential committee grids and any adverse action documentation. Attend monthly credentials committee meetings. Provide support to physicians, physician office staff, health plan contacts and company departments as necessary. Process provider demographic changes ensuring appropriate documentation has been submitted with the changes, update credentialing database and notify health plans of changes. Process provider health system terminations, specialty/category changes, leave of absence requests. Presents files to the credentialing committee and may act as a liaison to state medical licensure boards regarding the status of license applications. Participate in various educational/training as required. Privacy and HIPAA Security Officer for Santa Rosa Behavioral Health Hospital. Requirements Knowledge and Experience: Registered Health Information Administrator (RHIA) preferred; Registered Health Information Technician (RHIT) required. Experience in a psychiatric setting preferred; familiarity with psychiatric terminology and treatment modalities; college level reading, writing, and math skills; time management, and organizational skills; analytical evaluative, interpretive, and problem-solving skills; basic supervisory skills and fiscal management skills. Ability to maintain information as highly confidential; knowledge of and skills interpreting and applying laws, standards, and regulations affecting health information systems, specifically in mental health service areas. Skills and Abilities: Maintains confidentiality of patients at all times. Sensitivity to, and willingness to interact with, persons of various social, cultural, economic and educational backgrounds. Proficiency with software and/or equipment (Microsoft Office applications including Outlook, Word, Excel and PowerPoint). Strong organizational skills with ability to prioritize projects, work relatively independently, manage multiple tasks, and meet deadlines. Strong written and verbal communication skills. Strong interpersonal skills. Ability to work with people with a variety of background and educational levels. Ability to work independently and as part of a team. Good judgment, problem-solving and decision-making skills. Demonstrated commitment to working collaboratively as well as possessing the skills to lead, influence, and motivate others. Ability to work in a fast-paced, expanding organization. Physical Requirements : While performing the duties of this job, this position is frequently required to do the following: Use standard office equipment and access, input, and retrieve information from a computer. Use computer keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time. Communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking, including a diverse population. Give and follow verbal and written instructions with attention to detail and accuracy. Perform complex mental functions and basic arithmetic functions; interpret complex laws, regulations, and policies; collect, interpret, and/or analyze complex data and information. Vision: see details of objects at close range. Coordinate multiple tasks simultaneously. Reach forward, up, down, and to the side. Sit or stand for minimum periods of one hour at a time and come and go from the work area repeatedly throughout the day. Lift up to fifteen (15) pounds. Benefits Health Insurance Vision Insurance Dental Insurance 401k Retirement Plan Healthcare Spending Account Life Insurance(Supplemental Life, Term and Universal plans are also available) Short and Long-Term Disability(with additional buy-in opportunities) PTO Plan with Holiday Premium Pay Discounted Cafeteria Meal Plan Tuition Reimbursement

Posted 2 weeks ago

Axiom Software Solutions Limited logo
Axiom Software Solutions LimitedDover, DE
Years of Exp 5 to 10 Years Skill Mandatory Proficiency Level (1-5) (1 is lowest and 5 is higest) Hands-on experience with SAP S/4 Utility Device Management processes on S/4 HANA o Technical Master Data o Device Installation, Removal, Replacement, and Modification o Disconnections and Reconnections o Meter Reading processes including MRO, Estimations and extrapolations, download and Meter Read result upload o Device Inspection o Device Management integration with Service Management to support field service processes o Exception Management and Reporting o Must Have 4+ Experience in Implementation of SAP IS-Utilities Device Management Must Have 4+ Business process blueprint, detailed design, configuration, testing, and support Must Have 3+ Knowledge and configuration experience with BPEM Must Have 3+ Communication Nice to Have 3+ Problem solving skills Must Have 3+ Analytical Skills Must Have 3+

Posted 30+ days ago

HealthOp Solutions logo
HealthOp SolutionsSun City, AZ
New Opportunity: Nurse Practitioner (NP) / Physician Assistant (PA) – Pain Management Location: Sun City, Arizona Schedule: Full Time Practice Setting: Outpatient Clinic About the Role A well-established outpatient clinic in Sun City, AZ is seeking a full-time Nurse Practitioner or Physician Assistant to join its pain management team. This role offers a predictable weekday schedule with no nights or weekends , making it ideal for providers seeking professional balance and meaningful patient interactions. The clinic is dedicated to fostering long-term patient relationships and employing evidence-based strategies to deliver effective pain relief. Compensation & Benefits Base Salary: $120,000 – $160,000 annually Bonus Structure: Performance-based incentive plan Comprehensive Benefits Package Includes: Medical, dental, and vision insurance 401(k) with employer match Paid time off (PTO) and separate sick leave CME reimbursement Malpractice insurance coverage Note: Sign-on and relocation assistance are not included for this role. Why You’ll Love This Opportunity Weekday-only full-time schedule with no call responsibilities Supportive and collaborative team environment Patient-focused approach to chronic and acute pain management Opportunity to contribute to care coordination and quality improvement initiatives Key Responsibilities Evaluate and manage patients with chronic and acute pain conditions Conduct thorough physical exams and order, interpret, and act on diagnostic tests Develop individualized treatment plans and adjust as needed Educate patients on treatment options, medications, and lifestyle strategies Collaborate with supervising physicians and clinical support staff Maintain accurate and timely documentation in the EMR Participate in team meetings and the ongoing clinical improvement project Qualifications Active or eligible Arizona license as a Nurse Practitioner or Physician Assistant Graduate of an accredited U.S.-based NP or PA program (Puerto Rico programs not eligible) DEA license (or eligibility to obtain) BLS certification Required: 2+ years of experience in pain management, internal medicine, or a related field Apply Today If you’re a dedicated provider looking for a flexible and impactful full-time opportunity, we encourage you to apply. Please submit your most recent resume or CV for confidential consideration. Cover letters and references are welcome but not required. Take the next step in your career and join a team that prioritizes patient care, clinical excellence, and work-life balance in Sun City, Arizona. 11002 Requirements Active or eligible Arizona license as a Nurse Practitioner or Physician Assistant (or in process) Graduate of an accredited U.S.-based NP or PA program (Puerto Rico programs not eligible) DEA license (or eligibility to obtain) BLS certification 2+ years of experience in pain management, internal medicine, or a related field

Posted 3 weeks ago

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ResPro HealthGreenville, SC
ResPro Health is dedicated to providing our partners in the respiratory space with the tools and resources needed to implement meaningful programs like remote patient monitoring and chronic care management in their pulmonary practices. With a focus on quality patient care and innovative solutions, ResPro Health equips specialists with dedicated staff to improve patient outcomes, promote patient engagement and support therapy compliance. Joining our team as a Registered Nurse, you will have the opportunity to connect with patients daily and support their respiratory needs from the comfort of your home. As a valued team member, you will collaborate with other experts in the respiratory space to improve patient outcomes and positively impact the future of specialty medicine.     Responsibilities:  Welcome patients into continuous care program(s) and review benefits and services included  Coordinate with the patient’s Respiratory Therapist and pulmonary providers to ensure a collaborate approach to care    Educate patients on the frequency and use of their assigned in-home monitoring devices, if applicable  Create a personalized, comprehensive care plan with the patient via phone or video visits  Identify and address any barriers to patient success  Provide specific education and coaching on patients' chronic pulmonary conditions  Connect with the patient frequently to review readings and update their plan of care monthly   Serve as the patient's first contact for all non-emergent needs (example - medication refills, scheduling, appointment reminders, etc.)  Assist patients in the navigation of their healthcare (example - assisting patients with scheduling appointments, coordinating with specialists, and ensuring preventative screenings are completed, etc.).  Review and evaluate in-home device readings in real time, during normal business hours  Follow established protocols for identifying, communicating and documenting device trends and any associated symptoms in the patient's medical record  Escalate concerning readings and/or symptoms to the provider following a communication protocol established by the provider  Establish a meaningful rapport that builds trust, open communication, and motivation to make a positive change in the patient's health  Requirements Active and Unrestricted Georgia RN License (Compact License preferred)  At least three (3) years of experience in adult health preferred  Background in adult chronic health conditions (Pulmonology, Cardiology, Care Management) preferred  Variety of Electronic Medical Record (EMR) experience  Proficient knowledge, skill, and interest in basic computer skills  Proficient in problem solving and ability to multi-task  Excellent communication skills (oral and written)  Excellent teamwork skills  Clean background check and drug screening  Comfortable working remotely but collaboratively  Benefits Comprehensive Health Care Plan (Medical, Dental, Vision)  Life Insurance options  Unlimited Paid Time Off  Training and Development opportunities  Full Time position with a salary range of 55-65K 

Posted 30+ days ago

R logo
ResPro HealthLakeland, FL
ResPro Health is dedicated to providing our partners in the respiratory space with the tools and resources needed to implement meaningful programs like remote patient monitoring and chronic care management in their pulmonary practices. With a focus on quality patient care and innovative solutions, ResPro Health equips specialists with dedicated staff to improve patient outcomes, promote patient engagement and support therapy compliance. Joining our team as a Registered Nurse, you will have the opportunity to connect with patients daily and support their respiratory needs from the comfort of your home. As a valued team member, you will collaborate with other experts in the respiratory space to improve patient outcomes and positively impact the future of specialty medicine.     Responsibilities:  Welcome patients into continuous care program(s) and review benefits and services included  Coordinate with the patient’s Respiratory Therapist and pulmonary providers to ensure a collaborate approach to care    Educate patients on the frequency and use of their assigned in-home monitoring devices, if applicable  Create a personalized, comprehensive care plan with the patient via phone or video visits  Identify and address any barriers to patient success  Provide specific education and coaching on patients' chronic pulmonary conditions  Connect with the patient frequently to review readings and update their plan of care monthly   Serve as the patient's first contact for all non-emergent needs (example - medication refills, scheduling, appointment reminders, etc.)  Assist patients in the navigation of their healthcare (example - assisting patients with scheduling appointments, coordinating with specialists, and ensuring preventative screenings are completed, etc.).  Review and evaluate in-home device readings in real time, during normal business hours  Follow established protocols for identifying, communicating and documenting device trends and any associated symptoms in the patient's medical record  Escalate concerning readings and/or symptoms to the provider following a communication protocol established by the provider  Establish a meaningful rapport that builds trust, open communication, and motivation to make a positive change in the patient's health  Requirements Active and Unrestricted Georgia, Florida, Texas or SC RN License (Compact License preferred)  At least three (3) years of experience in adult health preferred  Background in adult chronic health conditions (Pulmonology, Cardiology, Care Management) preferred  Variety of Electronic Medical Record (EMR) experience  Proficient knowledge, skill, and interest in basic computer skills  Proficient in problem solving and ability to multi-task  Excellent communication skills (oral and written)  Excellent teamwork skills  Clean background check and drug screening  Comfortable working remotely but collaboratively  Benefits Comprehensive Health Care Plan (Medical, Dental, Vision)  Life Insurance options  Unlimited Paid Time Off  Training and Development opportunities  Full Time position with a salary range of 55-65K 

Posted 30+ days ago

AssistRx logo
AssistRxMaitland, FL
We are in search for a Compliance Specialist. Compliance works to ensure controls and safeguards are in place to promote adherence to applicable federal and state laws, assess risks to the organization, and maintain the security and privacy of patient and customer data. DUTIES AND RESPONSIBILITIES: Assists the Compliance Manager with performing internal reviews, research and/or audits to verify compliance with government laws/regulations, client requirements, accreditations/certifications, audit frameworks, and/or organizational policies/procedures. Documents findings and organizes data for identification of potential risk areas. Stays informed of applicable rule and regulation changes in the healthcare and pharmaceutical industries. Assists in the day-to-day operations of the Document Management System (DMS) and Learning Management System (LMS). Coordinates with appropriate departments and/or cross-functional teams to ensure all applicable documents are reviewed and revised within the specified timeframes. Has attention to detail, organization skills, excellent proofreading skills, prompt response to action items, and the ability to handle change. Performs document control functions, including tracking, processing, review, formatting, distribution, and archiving of documents. Evaluate document organization, proofread, and provide additional quality checks before document finalization. Assists the Compliance Manager in the review and management of third-party audits. Verifies compliance with insurer rules, Medicare, Medicaid, HIPAA, and other applicable regulations. Assists in Incident Management and CAPA process. Assists Compliance Manager in conducting enterprise-wide Risk Assessment. Receives, investigates, and resolves compliance and/or privacy related complaints or concerns. Maintains Compliance & Privacy logs as required. Assists the Compliance Manager in training efforts and initiatives, including preparation of materials and presenting training through a variety of methods Performs other related duties as assigned by management. Requirements CHC or other relevant certifications preferred. Computer skills: Microsoft Office suite, including Word, Excel, Outlook, PowerPoint, Visio. Experience with Jira Service Desk a plus. High degree of emotional intelligence. Excellent communication skills, both written and oral. Collaborates with colleagues as one team. Assumes positive intent in others. Makes commitments and keeps commitments. Advanced problem solving and decision-making skills. Takes initiative to plan milestones, track progress, and prioritize workload. Flexible, detail-oriented team play that has proven success in a fast-paced environment. Strong attention to detail with the ability to work effectively under pressure. Bachelor's Degree from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience. COMPETENCIES: Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures. Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others. Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Benefits Supportive, progressive, fast-paced environment Competitive pay structure Matching 401(k) with immediate vesting Medical, dental, vision, life, & short-term disability insurance AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws. All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position. AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire

Posted 2 weeks ago

Abbott logo
AbbottSaint Paul, Minnesota
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. JOB DESCRIPTION: Working at Abbott At Abbott, you can do work that matters, grow and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: Career development with an international company where you can build the career you’ve dreamed of. Free medical coverage for employees who qualify under our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement savings plan with a high employer contribution. Tuition reimbursement , the Freedom 2 Save student debt program, and the FreeU education benefit—an affordable and convenient path to earning a bachelor’s degree. A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune . A company honored as one of the best big companies to work for , as well as the best place to work for diversity , working mothers , female executives , and scientists . The Opportunity This position is based in our Plymouth, MN location within the Electrophysiology Medical Device division. In Abbott’s Electrophysiology (EP) business, we’re advancing the treatment of heart disease through breakthrough medical technologies in atrial fibrillation—helping people restore their health and get on with their lives. The Staff Risk Management Engineer ensures new products perform their intended functions safely and comply with our quality system. This role collaborates with clinical, design engineering, regulatory, labeling, and post-market surveillance teams to ensure risks are appropriately mitigated, evaluated, disclosed, and monitored. The engineer maintains strong cross-functional partnerships to protect patient and user safety while meeting business needs. What You’ll Work On Product Development – Support/Execute Risk Management Plan Support system/product risk management planning Assist in requirements development to ensure quality and linkage to the risk management file Support system hazard analysis and risk assessments (FTAs, FMEAs) Analyze and incorporate legacy inputs; coordinate cybersecurity risks with patient safety implications Ensure traceability among hazards, risks, analyses, evaluations, controls, and verification of control effectiveness Contribute to system/product risk management reports Post-Market Surveillance Serve as the point of contact for tracking and responding to post-market signals (event-based and periodic) Lead updates to the risk management file, including annual updates Conduct complaint analysis and develop action plans Provide backroom support for audits Risk Management Tool Mastery Develop proficiency in primary risk assessment tools (e.g., FMEA, FTA) Process Excellence Identify and support improvements to risk management processes and infrastructure Support changes driven by external regulations, standards, guidance, or internal Abbott Quality Policies Assist with CAPA efforts linked to risk management Required Qualifications Bachelor’s degree in Engineering or a technical field 3+ years of experience Previous design quality engineering experience and demonstrated use of quality tools/methodologies Experience working in a cross-division or enterprise-wide business model Preferred Qualifications Advanced degree Prior medical device experience Experience in a cross-division or enterprise-wide business model Working knowledge of FDA, GMP, and ISO 13485 Familiarity with standards such as ISO 14971, IEC 60601, IEC 62304, IEC 62366, ISO 10993, and/or ISO 14155 Systems or clinical engineering experience Experience with basic statistics and/or reliability methodologies Experience facilitating risk assessments (e.g., FMEAs or FTAs) What We Offer At Abbott, you can have a good job that grows into a great career. We offer: A fast-paced work environment where your safety is a priority Clean, well-lit, and temperature-controlled production areas Training and career development, including onboarding programs and tuition assistance Financial security through competitive compensation, incentives, and retirement plans Health care and wellness programs including medical, dental, vision, and occupational health Paid time off 401(k) retirement savings with a generous company match The stability of a company with a strong financial track record and deep community involvement Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: www.abbottbenefits.com Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at www.abbott.com, on Facebook at facebook.com/Abbott, and on X @AbbottNews. The base pay for this position is $60,000.00 – $120,000.00 In specific locations, the pay range may vary from the range posted. JOB FAMILY: Operations Quality DIVISION: EP Electrophysiology LOCATION: United States > Minnesota > St. Paul > Tech Center : One St Jude Medical Drive ADDITIONAL LOCATIONS: WORK SHIFT: Standard TRAVEL: No MEDICAL SURVEILLANCE: No SIGNIFICANT WORK ACTIVITIES: Continuous sitting for prolonged periods (more than 2 consecutive hours in an 8 hour day), Keyboard use (greater or equal to 50% of the workday)Abbott is an Equal Opportunity Employer of Minorities/Women/Individuals with Disabilities/Protected Veterans.EEO is the Law link- English: http://webstorage.abbott.com/common/External/EEO_English.pdfEEO is the Law link- Espanol: http://webstorage.abbott.com/common/External/EEO_Spanish.pdf

Posted 5 days ago

Morgan Stanley logo
Morgan StanleyNew York, New York
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper. Strategic Client Management (SCM), which sits within Integrated Firm Management (IFM), is responsible for identifying and facilitating cross-selling business opportunities across the investment management, wealth management and institutional divisions. SCM is focused on sourcing transactions from our Financial Advisors to be executed in the Investment Banking Division (IBD), Sales and Trading (S&T) and Morgan Stanley Investment Management (MSIM), and additionally is focused on sourcing opportunities to increase new client assets in Morgan Stanley Wealth Management (MSWM) by leveraging existing relationships across the Institutional divisions at our firm. Key Responsibilities: Relationship Management: Act as the primary liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of Integrated Firm goals Strategic Collaboration: Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities Project Management: Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes Client Advocacy: Represent the needs of the Firm’s clients internally, ensuring the full Firm is accessible to serve client needs Data Analysis & Reporting: Analyze client data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management. Maintain various pipelines, group metrics and cross-divisional revenue and asset databases Qualifications: Bachelor's degree required plus 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management product and services Strategic thinker with strong analytical and problem solving skills Self-starter who will take initiative, learn quickly and work independently High level of attention to detail, with excellent written and verbal communication skills Team-oriented, with high level of administrative and interpersonal professionalism High energy, results orientated and high performer in fast paced environment Strong knowledge of the MS Office suite (Excel, Word, PowerPoint) Series 7 and 63 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $75,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

Vertex Pharmaceuticals logo
Vertex PharmaceuticalsBoston, Massachusetts
Job Description General Summary: The Director of Portfolio and Program Management (PPM) for Cystic Fibrosis (CF) plays a critical leadership role within the COO organization at Vertex. This individual will drive the strategic execution of CF assets from development through commercialization. The ideal candidate brings deep experience in early- and late-stage clinical development and commercial launch planning. By partnering with program leads and cross-functional teams, the Director will ensure alignment, accountability, and delivery of program objectives that support Vertex’s mission to transform the lives of people with serious diseases. Key Duties and Responsibilities: Partner with P rogram Team L eads to define cross-functional strategies and decision-making frameworks that align with program goals. Lead the development and execution of integrated program plans, identifying critical path activities, interdependencies, and potential bottlenecks. Facilitate high-impact meetings, ensuring clear communication, stakeholder alignment, and timely follow-through on decisions and action items. Translate complex scientific and business topics into compelling narratives and presentations for internal and external stakeholders. Collaborate across clinical, regulatory, manufacturing, commercial, and market access functions to ensure cohesive program execution. Guide the development of asset-level assumptions for long-range planning and annual budgeting. Proactively identify and mitigate program risks, escalating issues as needed to maintain momentum and alignment. Monitor and manage resource allocation, identifying synergies and resolving constraints across programs. Establish and reinforce team operating norms to drive high performance and continuous improvement. Mentor and develop junior team members, fostering growth in program management capabilities. Provide strategic and operational leadership for programs in late-stage clinical development, ensuring readiness for regulatory submission and approval. Partner with commercial and launch readiness teams to align development timelines with go-to-market strategies and ensure successful product launches. Knowledge and Skills: Deep expertise in project and portfolio management principles, tools, and methodologies. Proven leadership in managing complex, cross-functional drug development programs, including early- and late-stage clinical trials and commercial launch preparation. Strong business acumen with the ability to assess program scenarios across financial, timeline, and resource dimensions. Excellent communication and storytelling skills, with the ability to influence at all levels of the organization. Comprehensive understanding of the pharmaceutical development lifecycle, from discovery through commercialization. Highly organized with the ability to manage multiple priorities in a dynamic environment. Collaborative mindset with a track record of building strong partnerships across functions. Education and Experience: Bachelor’s degree in Life Sciences or a related field ; advanced degree preferred. Typically requires 10+ years of experience managing cross-functional drug development teams, with demonstrated success in early- and late-stage clinical development and commercial launch execution. #LI-DB1 #LI-HYBRID Pay Range: $186,500 - $279,800 Disclosure Statement: The range provided is based on what we believe is a reasonable estimate for the base salary pay range for this job at the time of posting. This role is eligible for an annual bonus and annual equity awards. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors permitted by law. At Vertex, our Total Rewards offerings also include inclusive market-leading benefits to meet our employees wherever they are in their career, financial, family and wellbeing journey while providing flexibility and resources to support their growth and aspirations. From medical, dental and vision benefits to generous paid time off (including a week-long company shutdown in the Summer and the Winter), educational assistance programs including student loan repayment, a generous commuting subsidy, matching charitable donations, 401(k) and so much more. Flex Designation: Hybrid-Eligible Or On-Site Eligible Flex Eligibility Status: In this Hybrid-Eligible role, you can choose to be designated as: 1. Hybrid : work remotely up to two days per week; or select 2. On-Site : work five days per week on-site with ad hoc flexibility. Note: The Flex status for this position is subject to Vertex’s Policy on Flex @ Vertex Program and may be changed at any time. Company Information Vertex is a global biotechnology company that invests in scientific innovation. Vertex is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Vertex is an E-Verify Employer in the United States. Vertex will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. Any applicant requiring an accommodation in connection with the hiring process and/or to perform the essential functions of the position for which the applicant has applied should make a request to the recruiter or hiring manager, or contact Talent Acquisition at ApplicationAssistance@vrtx.com

Posted 3 days ago

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Pinnacle CareerOldsmar, Florida
Are you looking to make a difference in patients’ lives with a company that values your expertise? Join us in our mission of delivering compassionate healthcare where it matters most –– at home. Pinnacle Home Care, Florida’s largest Medicare-certified home health provider, has been delivering high-quality, patient-centered care for over two decades, and we’re looking for a Documentation Management Specialist to join our award-winning team. Key Responsibilities Monitor new referrals throughout the day to ensure accuracy and that Starts of Care (SOC) are processing according to the order. Review referrals brought in from the previous night’s processing to ensure all information is correct in relation to attending and/or signing MD and facility. Review the EOD Report daily for your branch(es) and the Care Coordinator (CC) team to ensure all referral documents are received and completed and that assignments are correct in KanTime. This includes the CC assignment, Ordering MD or Facility, and Signing MD. Travel with CCs to referral partner offices and develop relationships with them, learn each account’s referral patterns, and determine their preferred delivery method. Update and manage delivery methods in KanTime as necessary. Travel regularly in the field to referral partner offices to obtain signatures for current or outstanding orders. Work with referral partners to obtain outstanding paperwork when a CC is no longer working within the agency or at the branch. Monitor KanTime to ensure the physician information is correct on the profile page, and research and correct any errors in that profile. Submit Smartsheet for changes to CC’s assigned referral sources (MD’s, facilities/hospitals, etc.) or any other KanTime information that requires updates. Document in KanTime daily the work performed to obtain current or outstanding orders by date, action, and follow-up date. Follow-up on the previous week’s activity. Assist with the escalation of orders by working with the home office, referral partner, and CC, including obtaining approval from the RDS to escalate outstanding orders to the branch Medical Director for signature. Participate in meetings to discuss and provide updates on outstanding F2F, hand carry, orders, escalations, and communicate plans to obtain missing documents. Print and prepare orders for each CC and discuss a plan for obtaining signatures on a weekly basis. Be available to send outstanding orders/F2F/hand carry orders to the CC if they are in a referral sources office and will obtain signature during that visit. Run F2F and orders reports on a weekly basis and work with CC to ensure orders are complete within 14 days or as appropriate according to the patient’s case. Review potential write-off accounts with RDS to determine a plan for resolution or submission for write-off. Communicate professionally with all departments to resolve outstanding orders. Respond promptly to all inquiries with a resolution to concerns and or discrepancies in a timely manner. Comply with HIPAA regulations on all accounts. Qualifications Must have a high school diploma or equivalent. Must have previous experience working with an EMR system. Excellent communication, organizational, and time management skills. Advanced typing, computer skills (MS Office), and the ability to multitask across multiple software systems while maintaining the integrity of the data. Excels in a deadline driven environment Ability to remain productive when faced with high workloads and deadlines. Why Choose Pinnacle? Personalized, One-on-One Care: Help patients heal and regain their independence by delivering individualized care in the comfort of their homes. Growth & Stability: Over two decades as Florida’s largest home health agency. Ongoing Professional Development: Free Continuing Education Units (CEUs) to support licensure and career advancement. Competitive Benefits & Perks: Including Daily Pay (work today, get paid tomorrow!) and an employee referral program where you can earn rewards. Recognized Excellence: Ranked as a USA Today Top Workplace. Flexible Scheduling: Enjoy a schedule that aligns with your personal priorities. Supportive & Fun Culture: Join a collaborative, forward-thinking team that values both professional excellence and personal fulfillment. Pinnacle promotes an inclusive environment and is an equal opportunity employer. We prohibit discrimination or harassment based on race, religion, age, gender, national origin, disability, veteran status, or other legally protected characteristics. Be part of a company that empowers clinicians to make a difference in the lives of over 10,000 patients across Florida every day. Apply now!

Posted 1 week ago

S logo
SarcorBirmingham, Alabama
Benefits: 401(k) Bonus based on performance Competitive salary Employee discounts Opportunity for advancement Paid time off General Job Description Inspector (CE&I / RPR) – Civil & Transportation (Construction Management Field Coordinator II) Entry-Level to Mid-Level Company Description: SARCOR, LLC is a premier civil engineering firm driving innovation and excellence in infrastructure design and inspection. With decades of expertise, we deliver cutting-edge solutions in transportation engineering, aviation, civil site development, and public utilities. Our Construction, Engineering, and Inspection (CE&I) services ensure projects are delivered safely, efficiently, and with the highest level of quality. At SARCOR, we hold ourselves and each other accountable, drive for results, and deliver high-quality execution our clients can trust. We work in a fast-paced environment with multiple projects underway at once. Our definition of teamwork is that everyone has a part to play in achieving a common goal. One Band. One Sound. Job / Task Description As an Inspector – Civil & Transportation (Field Coordinator II), you will provide CE&I services for roadway, sidewalk, and airfield construction projects, beginning with Birmingham’s citywide resurfacing program and expanding to airport runway construction projects. You will be responsible for documenting and inspecting contractor activities to ensure compliance with approved plans, specifications, and safety requirements. This is a field-based role that requires attention to detail, strong communication, and accurate recordkeeping. The Inspector will report directly to the Senior Inspector and/or Project Manager. The “Not So” Fine Print This career path is designed for one with an intrapreneurial mindset that embraces driving innovation and job execution with trust, transparency, and high ethical character. As an intrapreneur, you should expect to be innovative, skilled, proactive, accurately, and fast-paced. You should expect and are expected to maintain for yourself and throughout your team: · Innovation: Driven to create new and innovative products, services, or processes. · Skill: Problem-solvers, optimistic, resilient, and possessing strong leadership abilities. · Proactiveness: Initiative, self-motivation, and a proactive approach to achieve their goals. · A fast-paced environment leading and controlling multiple projects simultaneously. · A definite analytical and technical orientation rather than a social orientation. · High standards, high quality work is of utmost importance. Key Responsibilities Construction Inspection & Documentation · Observe, inspect, and document contractor operations for compliance with project plans, specifications, and safety standards. · Complete accurate daily reports, including contractor labor, equipment, materials, work performed, and any pertinent field conversations. · Verify and record material testing results and certifications. Quality Assurance & Compliance · Assist with measurement and calculation of quantities, plotting cross-sections, and computing earthwork quantities. · Monitor erosion control, traffic control, and work zone safety practices. · Support compliance with ALDOT, FAA, FHWA, and municipal standards. Coordination & Communication · Serve as a field liaison with contractors, city staff, and agency representatives as directed. · Provide timely updates to the Senior Inspector and the Project Manager on project progress, issues, or concerns. · Maintain professional interactions with clients, contractors, and the public. Field & Office Support · Assist with office tasks related to project documentation and reporting. · Support preparation of final project records and close-out documentation. Required Qualifications · Two to five years of experience in construction inspection, surveying, or highway/aviation materials testing and inspection. · OR a Bachelor of Science in Civil Engineering with at least one year of related inspection or testing experience. · Valid driver's license · Reliable personal transportation to travel to job sites · Available for overnight travel as required · One or more of the following current certifications (as required per assignment): o Certified Asphalt Technician Level I – Field Tester o Certified Concrete Technician (ACI and ALDOT Certification) o Certified Asphalt Roadway Technician o Work Zone Safety Certification o Radiological Safety Course Certification o Qualified Credentialed Inspector (QCI) Other Standard Requirements · Proficiency with MS Word, Excel, and standard office software. · Strong verbal and written communication skills. · Ability to sit, stand, walk significant distances, and lift to 60 lbs unassisted. · Ability to work outdoors in varying weather conditions. · Demonstrated judgment, ethical behavior, and professionalism at all times. · Flexibility to travel and adjust work hours as the project requires. · Ability to learn and follow SARCOR’s systems, processes, and documentation standards. · Maintain company confidentiality and adhere to all company policies. Preferred Qualifications · Experience on ALDOT or FAA construction projects. · Experience with municipal resurfacing, roadway, or airfield construction projects. · Familiarity with Bluebeam, ESRI tools, or field data collection tools. · Active involvement in professional organizations (ASCE, NSPE, ACEC). Compensation: $40,000.00 - $60,000.00 per year SARCOR is a civil and transportation engineering design firm with over 80 years of combined experience. We are dedicated to providing infrastructure design services to an array of clients such as: Private Developers Federal and State Government Counties and Municipalities Aviation/Airports Public Agencies Universities We are actively seeking new team members. Team member "Must-Haves" include: Committed to Quality of Work and Good Work Ethic Confident and Team Oriented Entrepreneurial Embrace New Opportunities

Posted 2 weeks ago

Verizon logo
VerizonBasking Ridge, New York
When you join Verizon You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love — driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the #VTeamLife. At Verizon, we believe that everyone deserves access to seamless, reliable, and affordable wireless solutions that enhance their day-to-day lives. By joining our team, you'll play a pivotal role in this mission, delivering innovative, customer-focused solutions that open up a world of possibilities. We're not just in the business of technology; we're in the business of connecting people, empowering them to explore, share, and engage with the world around them in ways they never thought possible. We are seeking a strategic and highly analytical AVP of Portfolio Managemen t to lead brand prioritization, marketing investment strategy, and cross-brand trade-offs across our complex portfolio made up of eight consumer-facing brands, with oversight of a significant budget. This role is mission-critical to how we operate, scale, and compete—serving as the connective tissue between strategy, finance, and execution. You will report directly to the Verizon Value VP Marketing/Verizon Value Chief Marketing Officer and oversee a team of Brand Marketing Leads, analysts, and budget managers responsible for ensuring our marketing spend and brand resources are aligned to opportunity and need in real time. Scope: You will drive dynamic portfolio decisions, scenario planning, and competitive response strategies. From shaping our quarterly investment strategy to shepherding innovative brand plans to facilitating marketing war rooms, this role combines rigorous financial thinking with sharp brand acumen. The ideal candidate is comfortable with both numbers and nuance—able to shift from dashboards to storytelling, and from modeling to influencing. This is the strategic engine of the marketing organization. As AVP of Portfolio Management, you’ll directly influence which brands we prioritize, how we invest, and how we respond to change. You will shape the decisions that drive brand competitiveness, marketing innovation and ROI, and cross-functional alignment—serving as both a steward of the present and an architect of what comes next. What you’ll be doing: Own brand prioritization and resource allocation across the full brand portfolio Lead investment reallocation and scenario planning cycles Oversee dynamic brand budget deployment and spend tracking in coordination with Finance Directly manage brand marketing leads and ensure outstanding brand planning and innovation, operational alignment and performance accountability Manage a cross- brand marketing team to bring to life cross-platform scale initiatives Lead and mentor a team of portfolio analysts and budget managers Facilitate competitive response war rooms with brand marketing and functional leaders Integrate performance data, consumer insights, and financial signals to inform decision-making Partner with the VP Marketing (Value) and Finance to continuously monitor ROI and optimize marketing effectiveness Establish operating rhythms and governance for portfolio trade-offs, escalation, and decision rights Present investment decisions, performance updates, and strategic shifts to senior executives What we’re looking for: 12+ years in strategic planning, marketing investment strategy or brand general management with P&L experience Experience leading cross-functional teams with direct budget and brand accountability Strong strategic planning and scenario modeling skills Fluency in key marketing KPIs and financial metrics (CAC, LTV, ROAS, working/non-working spend, etc.) Skilled in providing strategic direction and support to a leadership team Exceptional communication and stakeholder management experience at the executive level Proven track record leading operating cadences for forecasting, reallocation, and trade-off decisions Gravitas: comfortable leading difficult conversations 2 to 3 levels above Even better if you have: Background in consulting, corporate strategy, finance or investment planning Experience in multi-brand consumer portfolios or value-focused segments Familiarity with agile marketing or sprint-based operating models In Office Days: Ability to adhere to a hybrid schedule in office that includes assigned office days (3 days minimum Tues-Thurs) The Value Organization: Powering Connections with Purpose Designed to fit the varied needs of the value consumer, our diverse brand offerings include: Straight Talk : Available exclusively through Walmart, Straight Talk offers reliable value, helping hard-working customers save money and live better. Benefits include Walmart+ membership and home internet options. Total Wireless : Total Wireless is the local neighborhood brand with urban stores across the country. The brand offers the power of the Verizon network at an outstanding value, with a 5 year price guarantee on select plans. Visible : Available online, Visible is the brand that savvy consumers know to go to for a great value. Visible believes you shouldn't have to join a family plan to save on wireless, and offers a simple streamlined online-first way to buy a wireless plan. Simple Mobile : Simple Mobile empowers customers to feel at home wherever they are, acting as a neighborhood catalyst through its service. It provides affordable, flexible plans with international calling and operates on Verizon's reliable network. Tracfone : For individuals who see tech as a tool, not a way of life, Tracfone is the reliable, affordable option. For over 25 years, Tracfone has focused on providing high-quality wireless to those overlooked by conventional providers due to affordability or credit history, emphasizing "No Bills, No Contracts, No Surprises". Verizon Prepaid: Leveraging the strong Verizon brand recognition, Verizon Prepaid is ideal for those who want service directly from Verizon without a postpaid commitment or credit checks, offering flexibility and access to the leading 5G and 4G LTE network. Walmart Family Mobile: As another essential tool in busy people's utility belt, Walmart Family Mobile exists to empower heroic parents to stay ahead of their family's every need. It offers affordable, no-contract plans with family discounts and supports programs like Lifeline. SafeLink Wireless: SafeLink believes that in today’s digital-first society, connectivity is a new basic need and a right for every person. Without judgment, SafeLink fulfills our obligation to connect the disconnected through government subsidies and the Lifeline program, utilizing Verizon's nationwide network. Your Role in Our Mission Join a team driven by Integrity, Respect, Performance Excellence, Accountability, and Social Responsibility. We foster a culture of innovation and collaboration, where your contributions directly impact millions of lives by delivering essential, high-quality wireless services. We are seeking individuals who are passionate about value, dedicated to customer success, and eager to contribute to a dynamic environment that champions accessibility and connectivity for all. Where you’ll be working In this hybrid role, you'll have a defined work location that includes work from home and a minimum eight assigned office days per month that will be set by your manager. Scheduled Weekly Hours 40 Equal Employment Opportunity Verizon is an equal opportunity employer. We evaluate qualified applicants without regard to veteran status, disability or other legally protected characteristics. Benefits and Compensation Our benefits are designed to help you move forward in your career, and in areas of your life outside of Verizon. From health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance, identity theft protection, pet insurance and group home & auto insurance. We also offer a matched 401(k) savings plan, stock incentive programs, up to 8 company paid holidays per year and up to 6 personal days per year, parental leave, adoption assistance and tuition assistance, plus other incentives, we’ve got you covered with our award-winning total rewards package. Depending on the role, employees have the opportunity to receive compensation in the form of premium pay such as overtime, shift differential, holiday pay, allowances, etc. Newly hired employees receive up to 15 days of vacation per year, which grows with additional service. For part-timers, your coverage will vary as you may be eligible for some of these benefits depending on your individual circumstances. The salary will vary depending on your location and confirmed job-related skills and experience. This is an incentive based position with the potential to earn more. For part-time roles, your compensation will be adjusted to reflect your hours. The annual salary range for the location(s) listed on this job requisition based on a full-time schedule is: $216,500.00 - $378,000.00. The annual salary range for the New York location(s) listed on this job requisition based on a full-time schedule is: $216,500.00 - $378,000.00.

Posted 30+ days ago

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Healthcare Outcomes Performance CompanyGilbert, Arizona
The CORE Institute delivers integrated, comprehensive musculoskeletal and neurological care. The CORE Institute is built upon a foundation of pioneering research, academics, community service, and a passion for excellence in patient care. The organization continues to be a leader in payor-reform initiatives, and it is at the forefront of systems-based quality programs that drive value and improve the quality of patient care. If you are a motivated practitioner who strives to be on the forefront of healthcare, The CORE Institute may be the place for you! The CORE Institute's fellowship-trained physicians provide specialized care in the areas of surgical, non-surgical, and rehabilitative hip, knee, shoulder, elbow, and ankle procedures, joint replacement, sports medicine, arthroscopy, fracture management, orthopedic traumatology, hand and wrist procedures, complex articular cartilage restoration, musculoskeletal oncology, foot and ankle reconstruction, physical medicine and rehabilitation, comprehensive spine care, pain management, clinical neurophysiology, epilepsy, headache and facial pain, neuromuscular medicine, spine and peripheral nerve disease, clinical neuroimmunology, multiple sclerosis, and general neurology care. GENERAL DESCRIPTION OF DUTIES: The CORE Institute is in search of a Physician Assistant or Nurse Practitioner to join the Interventional Spine and Pain Management Team. We are looking for someone who is interested in working with a fun and collaborative team. This APP will work with a fellowship trained physician in our Peoria office (Sun City, AZ). This position is held in a multi-specialty office which hosts general orthopedics, spine, pain management, neurology, and physical therapy, allowing for excellent continuity of care. This position includes office, outpatient call, and a variety of excellent benefits. Tailor your schedule to 4-day work week option. We offer a competitive base salary and opportunity for monthly RVU bonus. The CORE Institute offers 401k with matching, CME days with reimbursement, PTO, sick time and several insurance options including medical/dental/vision benefits. Responsible for providing medical care as delegated by the physician. ESSENTIAL FUNCTIONS: Assesses patient health status including state of wellness, compliance with the care plan and determines appropriate diagnostic and therapeutic procedures. Provides acute and chronic patient care including taking histories, doing physicals, monitoring therapies, giving injections and medications, suturing wounds. Triages patient calls and evaluates patient problems. Responds to emergencies including the use of CPR. Documents patient information and care provided inpatient records and maintain patient statistics. Educates patients and families as appropriate. It provides continuity of care. Assists physicians with surgeries in the operating room. Participates in rounds at the hospital and responds to patient calls received after hours and on weekends. Consults with other staff as necessary. Maintains patient confidentiality. BENEFITS: Compensation: $100,000-$250,000 DOE and productivity Competitive Health & Welfare Benefits HSA with qualifying HDHP plans with company match 401k plan with company match (Part-time employees included) Employee Assistance Program that is available 24/7 to the provider EDUCATION: MS preferred. Graduate of AMA accredited physician assistant program. EXPERIENCE: Experience in orthopedics/ Spine is preferred. REQUIREMENTS: Physician Assistant: Current state PA license, certified by National Commission on Certification of Physician Assistants, current CPR certification. Nurse Practitioner: Current Arizona license for Registered Nurse. Current Arizona license for Advanced Practice Registered Nurse. Certification by national certifying body as approved by the Arizona APRN Board. KNOWLEDGE: Knowledge of acute and chronic protocols, administration of medications, delivering physical care following the treatment plan. Knowledge of how to assess patient health and measure/record physiologic and growth indices. Knowledge of health promotion principles and techniques and patient learning measurements. SKILLS: Skill in gathering and analyzing physiological, socioeconomic, and emotional patient data. Skill in accurately evaluating patient problems in person or via phone and providing appropriate advice, intervention, or referral. Skill in evaluating and revising the care plan based on patient changes. ABILITIES: Ability to make responsible decisions within the scope of a dependent medical practitioner. Ability to develop health education programs and materials. Ability to work collaboratively with all members of the health care team.

Posted 30+ days ago

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Field Wealth Management Transition Specialist

Cerity Partners ManagementChicago, Illinois

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Job Description

Position Summary: 

The Wealth Management Transition Specialist plays a critical role in facilitating the seamless onboarding of new financial advisors and their client portfolios. This position requires exceptional organizational skills, systems expertise, and client service acumen to ensure smooth transitions while maintaining the highest standards of client experience. This role requires extensive travel and non-traditional work hours, with the expectation of being available for on-demand travel to support advisor transitions and client meetings nationwide. The Transition Specialist will sit on the Practice Development team; a key partner in the successful transition of new wealth management colleagues into the firm.

Primary Responsibilities

Project Management & Planning

  • Develop and execute comprehensive project plans for new advisor client transitions, including timelines, milestones, and resource allocation

  • Coordinate cross-functional teams including compliance, operations, technology, and client service to ensure seamless transitions

  • Manage project execution from planning through delivery while personally contributing to key deliverables

  • Monitor project progress and proactively address potential roadblocks or delays

  • Maintain detailed documentation of transition processes and outcomes

Problem Solving & Issue Resolution

  • Serve as primary point of contact for complex transition-related issues and escalations

  • Analyze and resolve account setup challenges, data migration problems, and system integration issues

  • Collaborate with multiple departments to develop creative solutions for unique client situations

  • Implement process improvements based on lessons learned from previous transitions

Client Service Excellence

  • Provide expert-level support to both new advisors and their transitioning clients

  • Ensure all client communications are professional, timely, and accurate throughout the transition process

  • Manage and execute client account opening procedures

  • Manage client expectations and address concerns with empathy and expertise

  • Maintain confidentiality and adhere to all regulatory requirements

Systems Management & Technology

  • Demonstrate advanced proficiency in Salesforce CRM, including data entry, report generation, and workflow management

  • Utilize various wealth management platforms and tools to facilitate account transfers and setup

  • Ensure data integrity and accuracy across all systems during client migrations

  • Train new advisors on system functionality and best practices

Required Qualifications:

  • Bachelor's degree in Business, Finance, or related field

  • 3-5 years of experience in wealth management operations, client service, or project management

  • Previous experience supporting advisor transitions or acquisitions

  • Familiarity with custodial platforms and portfolio management systems – Fidelity, Charles Schwab

  • Ability to travel on demand as needed, up to and beyond 50% of the time as needed.

  • Flexibility to work outside standard business hours as needed

  • Advanced proficiency in Salesforce CRM and related financial services technology

  • Strong analytical and problem-solving abilities with attention to detail

  • Excellent written and verbal communication skills

  • Demonstrated ability to manage multiple complex projects simultaneously

  • Knowledge of financial services regulations and compliance requirements

Preferred Qualifications

  • Project Management certification (PMP) or similar credentials

  • Series 7, 63, or other relevant financial services licenses

Compensation Range:

$100,000-150,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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