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M logo
MS Smith BarneyPasadena, California
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

BETA Technologies logo
BETA TechnologiesSouth Burlington, Vermont
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The CAD Standards & Data Management Technician will be a member of the PLM Group at BETA Technologies. The successful candidate will have a good basis in CAD Design Methods and Best Practices, and will join the team ready and committed to improve and expand those skills while supporting Catia and Solidworks for the Engineering Teams. The candidate will work directly with CAD Methods Engineers, and other PLM Group members on a daily basis to collaborate on, assist, and review engineering processes & tools for use in BETA Engineering Product Development and Production Operations. The candidate will work closely with Product Development, Production, and Service Engineers within BETA in order to help champion and promote; development of robust engineering design and analysis methods. How you will contribute to revolutionizing electric aviation: Assist in development of and champion robust adoption of Product CAD and Data Management best practices. Assist in establishing and help to maintain CAD Standards including but not limited to 3D Modeling, Drafting, Materials & Mass. Curate and Support the Beta Standard Parts and Materials Libraries. Evaluate and drive material and hardware commonality and re-use. Create innovative methods to realize “user” initiatives and improve user experience. Manage the creation, validation, and distribution of Technical Data Packages to partners, vendors, and regulators. Help to troubleshoot and resolve issues with derived data exports and identified internally and with partners. Training and support of Product Development and Manufacturing Engineers in CAD Standards, Templates and Methods. Work with and in support of engineers across departments to uncover knowledge gaps in CAD and PLM methods, and proactively seek to leverage unused software functions to improve existing process inefficiencies. Minimum Qualifications: 3+ years of experience using and supporting CATIA CAD software in an enterprise product development environment. 3+ years of experience in Aerospace or Automotive, Transport or other complex mechanical product development and manufacturing industry preferred. Strong underlying practical knowledge of engineering design and analysis disciplines and practices. Strong problem solving and root cause corrective action investigation background. Support & Troubleshooting mindset. Eager to learn and develop new skills in 3DExperience & CATIA. $80,000 - $100,000 a year The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyPurchase, NY
WM Platforms Portfolio Management Lead Company Profile: Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. 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 grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Overview: The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. The Portfolio Management & Governance Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives. Job Overview As part of the PMG team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients. Principal Responsibilities > Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget > Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership > Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy > Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy > Assist in the development of the target operating, service, and support models > Support Engagement & Adoption strategy, and provide support for pilot and business launch > Maintain strong partnerships with teams across the business and technology teams to drive successful execution > Provide transparency to stakeholders into progress towards goals, including leading governance Desired Skills > Organizational Change Leadership: experience leading through transitions and providing thought leadership on opportunities and risk mitigation > People Leadership: manage a team juggling multiple priorities in a matrixed operating environment > Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately > Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance > Problem solving and consensus-building skills > Strong presentation skills, including ability to create PowerPoint presentations for various levels of management > Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall) > Ability to organize and prioritize work > Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making > Strong organizational skills with a high attention to detail > Independent self-starter who can manage multiple activities to aggressive deadlines > Strong time management skills and ability to drive projects to completion within budget > Eagerness to learn the business and understand technical requirements > Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams > BS/BA degree required > Minimum of 12 years of professional experience in project management, product management or technology > Experience in the financial services industry, Wealth Management, or consulting > Agile training a plus, but not required 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). 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 $175,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 3 days ago

Morgan Stanley logo
Morgan StanleyPasadena, CA
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

Utica National Insurance Group logo
Utica National Insurance GroupCharlotte, NC
The Company: At Utica National Insurance Group, our 1,300 employees nationwide live our corporate promise every day: to make people feel secure, appreciated, and respected. We are an "A" rated, $1.7B award-winning, nationally recognized property & casualty insurance carrier. Headquartered in Central New York, we operate across the Eastern half of the United States, with major office locations in New Hartford, New York and Charlotte, and regional offices in Boston, New York City, Atlanta, Dallas, Columbus, Richmond, and Chicago. What you will do: We are seeking a highly skilled and experienced Risk Management Specialist to join our team. As a Risk Management Senior Casualty Specialist, you will be responsible for utilizing your subject matter expertise (SME) to advance the risk assessment skills and capabilities of our team within employee and fleet/vehicle safety areas. You will also play a crucial role in developing and delivering staff training programs and conducting quality assurance (QA) reviews specific to SME areas. In addition, you will partner and collaborate with our underwriting and claims teams in efforts to reduce losses. Provide technical expertise and assistance to internal UN and external customers within SME technical specialty Advance RMS staff understanding of coverages, risk exposure assessment techniques and desired risk control programs within SME specialty area. Provide technical consultation and assistance to Risk Management staff within SME area. Develop/update RMS assessment report and guide for designated specialty area Develop and deliver SME specific training seminars for risk management within specialty area for internal and/or external customers. Conduct larger, special and higher hazard risk assessment surveys and reports within specialty area. Service and/or coordinate service delivery for largest accounts within specialty area if applicable Stay current with SME specific technical topics and develop and or select new SME RM services for clients. Conduct quality assurance report reviews for the department on accounts based on individual LOB criteria. Review, analyze and monitor loss activity and trends (macro across book) and share loss findings, trends and loss lessons with internal and external stakeholders Conduct large loss reviews to determine and share loss lessons Collaborate with underwriting on specific LOB projects, initiatives and special projects. Collaborate with UW and marketing in driving greater broker and client understanding of RMS products and services via: prospective sales/agency meetings, external webinars and participation and presenting at select industry conferences. Participate in industry conferences and/or specific business segment groups and initiatives Develop and deliver external webinar or RMS communications within SME area Participate in prospective sales/agency meetings Participate in regional/national SME specific associations and groups to stay current on latest technical information. Collaborate with RMS AVP and Marketing on development and/or update of SME specific Risk Management Advisories. Identify and vet RMS products and service offerings for customers within SME area. Develop RMS service tools and products for insureds Identify and address emerging risks within technical segment Collaborate with marketing, legal and communications on RMS materials and seminars as needed Additional Responsibilities: Special projects as assigned or needed Participate in professional and community safety activities. Assist in mentoring and developing Risk Management staff in risk services. Maintain good communications with other departments, policyholders and producers. Performs other duties as assigned. Conforms with all corporate policies and procedures. What you will need: Education: Bachelor's Degree preferred OR Master's Degree preferred. Experience: 10 years- At least 5 years of experience in the Risk Management or Loss Control profession; including extensive experience in fleet/vehicle and employee safety risk control programs. Significant technical expertise and experience preferred. Salary: $95,100-$142,700 The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications. Benefits: We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following: Medical and Prescription Drug Benefit Dental Benefit Vision Benefit Life Insurance and Disability Benefits 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results) Health Savings Account (HSA) Flexible Spending Accounts Tuition Assistance, Training, and Professional Designations Company-Paid Family Leave Adoption/Surrogacy Assistance Benefit Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance Student Loan Refinancing Services Care.com Membership with Back-up Care, Senior Solutions Business Travel Accident Insurance Matching Gifts program Paid Volunteer Day Employee Referral Award Program Wellness programs Additional Information: This position is a full time salaried, exempt (non overtime eligible) position As part of our hiring process, candidates who have accepted a formal offer must be willing to undergo a comprehensive background check and drug screen; additional screening for credit or MVR may be required for some positions. Utica National is an Equal Opportunity Employer. Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy. #LI-LH1

Posted 30+ days ago

Thermo Fisher Scientific logo
Thermo Fisher ScientificWaltham, Massachusetts
Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description At Thermo Fisher Scientific Inc., we offer you the chance to play a crucial role in building deep pipelines of future general management talent to ensure the ongoing success and growth of the organization. The Sr. Manager of Talent Management, GM, will drive key mechanisms and tools used in the career planning and development for this key talent pipeline in partnership with HR and Talent Partners. Key Responsibilities: Work with the Director of Talent Management to build and implement strategic talent management initiatives passionate about identifying, developing, and retaining high-potential candidates for general management roles. Build and implement solutions to support the long-term career planning of our talent pipelines. Collaborate with HR and Talent Leaders to identify standard methodologies, drive accountability, and use automation to track and report on these populations. Lead the evolution of the GM Toolkit, ensuring it provides the right resources for individuals to understand GM role requirements. Develop communication strategies to drive engagement, using AI tools to personalize learning and development. Partner with the Talent Development team to ensure alignment with the critical capabilities required for the General Manager role. Serve as a thought partner in program design and delivery, participating as needed. Analyze talent data and metrics to identify trends, assess the efficiency of initiatives, and make data-driven recommendations for continuous improvement. Develop mechanisms for talent sharing to ensure the right people are placed in appropriate roles, educating and empowering HR and Talent partners to use talent data effectively. Collaborate with Talent Acquisition to embed the GM Selection Process into the organization, ensuring we hire top talent for key GM roles. Leverage relationships with business leaders to understand the GM role's nuances, determining where a standardized or nuanced approach is best for addressing talent needs. Qualifications: Bachelor’s degree in Human Resources, Business Administration, or a related field; Master’s degree preferred. Minimum of 7-10 years of experience in talent management, leadership development, or a related field. Demonstrable track record of designing and implementing successful talent management initiatives. Strong analytical skills with the ability to interpret data and make strategic recommendations. Excellent communication and interpersonal skills, with the ability to influence and build relationships at all levels of the organization. Experience in a global, matrixed organization is highly desirable. Ability to manage multiple priorities and projects in a fast-paced environment. Strong problem-solving skills and a proactive approach to addressing challenges.

Posted 30+ days ago

NYCEDC logo
NYCEDCNew York, NY
Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Don't see what you're looking for in our Asset Management - Portfolio Management department? Read more about what the team does and see if this is the right team for you. If interested, simply take a few minutes to tell us more about yourself and you'll receive tailored communications from our recruiters about future employment opportunities. Department Overview: The Asset Management (AM) Division is at the forefront of managing NYC's largest and most diverse portfolio of real estate and transportation assets. The AM Division is responsible for the linking policy goals with full life-cycle management of its broad portfolio, including retail spaces, commercial buildings, industrial sites, ports, public markets, theaters, and major campuses through capital planning, design and construction, asset and facilities management, and enterprise operations. The division is at the forefront of shaping New York City's infrastructure and regional economic landscape. The Portfolio Management department manages the overall strategy for conventional and non-traditional assets across all five boroughs of New York City. The portfolio includes commercial real estate properties as well as transportation, port assets, critical infrastructure, and energy assets. As a mission-driven organization, NYCEDC targets not just economic returns but also multiple social metrics including but not limited to job creation and growing equitable neighborhoods. The overall assets are divided into multiple portfolios. The division-wide portfolio encompasses property types including those that are standard in the real estate industry (retail, commercial, industrial), port assets (NY Cruise, rail, maritime and aviation) as well as assets particular to the public sector (public retail and wholesale markets, Broadway and non-profit theaters, and affordable industrial and commercial campuses). About Us: New York City Economic Development Corporation is a mission-driven, nonprofit organization that works for a vibrant, inclusive, and globally competitive economy for all New Yorkers. We take a comprehensive approach, through four main strategies: strengthen confidence in NYC as a great place to do business; grow innovative sectors, with a focus on equity; build neighborhoods as places to live, learn, work, and play; and deliver sustainable infrastructure for communities and the city's future economy. NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: Generous employer subsidized health insurance Medical, dental, and pharmacy plans Vision and hearing benefits Flexible spending accounts for healthcare and dependent care Short term and long-term disability coverage 100% employer covered life insurance and supplemental life insurance coverage Up to 25 vacation days Floating Holidays and Summer Fridays Parental leave - up to 20 paid weeks Retirement savings programs Company-paid 401(a) defined contribution plan 457(b) tax-advantaged retirement savings plan Tuition Reimbursement program Continuing education and professional development Public Service Loan Forgiveness (PSLF) eligible employer College savings plan Backup childcare Gym membership discounts A Calm.com membership for mindfulness and mental health support Employee discounts through Plum Benefits and much more Benefits listed above may vary based on the length and nature of your employment with New York City Economic Development Corporation. These benefits are subject to be modified at any time, at the discretion of the organization. The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY
Background on the Position The role will reside within the Morgan Stanley Risk Data team within the Firm Risk Management function (FRM). Risk Data is responsible for the development, management and promotion of data standards, governance, and monitoring of the Risk Data Domains (e.g., Credit, Market, Liquidity, Operational Risk) to evidence compliance with internal data governance policies/procedures, and with the BCBS 239 Principles. Risk Data provides strategic partnership across FRM and firmwide divisions to enhance risk data management and governance. Risk Data seeks an Executive Director to lead data quality related strategic initiatives for the FRM function. Projects will range from data strategy development and oversight for the division, data risk management framework development and implementation oversight. To be successful, candidates will benefit from relevant IT engineering or Data Governance experience in a financial institution, particularly in a control function, independence and self-motivation, an ability to quickly build/maintain strong internal network/relationships across businesses and control functions, superior communication skills, and a strong desire to listen and learn. Primary Responsibilities This candidate, who will report to the Global Head of Risk Data, will leverage FRM Data teams' members to deliver the following: > Drive FRM requirements for Firmwide and FRM data initiatives, e.g., Global Data Quality Program, Lineage and Architecture. The role requires the ability to liaise with a broad set of senior internal and external stakeholders including FRM and Firmwide Technology, Risk managers, Divisional and FRM domain data quality governance teams and others to develop business solutions for Firmwide data-related initiatives and advocate, as appropriate for FRM requirements. > Practiced in the use of influencing skills and ability to coordinate among IT, Data and Risk perspectives and input to develop a FRM solutions using extensive data quality governance experience, IT systems and risk & finance process knowledge > Lead a select team to oversee FRM and other division's initiative implementation in alignment with FRM expectations > Engage with senior leaders, auditors and regulators to provide insight and clarity around Risk Data Strategy in firmwide or FRM-led initiatives Experience: > Undergraduate Degree or above > The candidate is required to have 10+ years IT business analysis / IT engineering and /or data governance experience, ideally in a financial institution's Risk & Compliance function > Proven track record in managing and delivering change initiatives impacting data governance, processes and organization > Experience driving business requirements in Technology initiatives > Leadership, influencing and effective communication skills, including writing and verbal communication forms > Good understanding of process control, monitoring mechanisms and operational risk in the financial services industry > Strong understanding of financial risk management concepts and financial products > Strong decision-making skills with attention to detail > Strong organizational and project management skills > Strong Excel and PowerPoint skills 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 $165,000 and $275,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

Smartronix logo
SmartronixHuntsville, AL
SMX is currently seeking a Configuration Manager/Digital Management Analyst with practical knowledge, technical depth and strong operational experience to perform configuration identification, control standards, release management and intellectual property analytical work in the Future Long Range Assault Project office in Huntsville, AL. The ideal candidate has a strong understanding of intellectual Property and an appreciation for industry and government data rights during weapon system development. This is an amazing opportunity for the right candidate to work in a project office developing a weapon system material solution with a cutting-edge approach to intellectual property and data rights. The CM/DM position will perform analytical review on activities including but not limited to researching assertions, researching legal framework and requirements, analyzing CDRLs, and support information relative to the life cycle sustainment plan for the Project Office. Essential Duties & Responsibilities Develop a total lifecycle CM program plan to be responsible for the development and integration of CM requirements into system Acquisitions Strategies, Life Cycle Sustainment plans, Systems Engineering Plans and Contract requirements Support Army Aviation acquisition efforts, through research and analysis, to obtain requested Technical Data and software at the necessary level of data rights to carry out fully organic sustainment of the weapon system over the lifecycle of the program Support the assessment of Data Rights assertions associated with the technical Data Package to identify areas of risk to the program Support the development of briefings at the Division Chief and Project Manager level Conduct research and analysis of CDRL deliverables based on the IP and Data Rights. Provide analysis to decisionmakers on those CDRLS Support Working Groups (WG) as required covering IP Data Rights Research Government Use Cases and IP Data Right Assertions Support the development of a repository on IP and Data Rights Assertions during weapon system development Develop/support development of individual product intellectual property strategies and ensure that the strategies secure the product data and the Government's rights in data as well as support the system's acquisitions and sustainment strategies Coordinate management activities to include management of intellectual property rights, ensuring data visibility, access and use of technical data. Review and coordinate configuration control activities to ensure change management is assessed, authorized, and implemented Review and provide assessments of Government furnished information for appropriate an accurate markings as well as aid in resolving any markings issues prior to being released Required Skills & Experience Clearance Required: Secret Bachelor's degree plus 8 years of experience working intellectual property analysis, to include 3+ years of experience working and conducting Data rights assessments Degree substitution: 11 years of related experience in lieu of a degree Familiarity with laws and policies covering Data Rights, including the appropriate FARS and DFARS clauses, Army Directive 2018-26, 10 USC 2320, DODI 5230.44, and 5010.44; and a willingness to expand on that knowledge Experience working Intellectual Property and Data Rights assertions in a government acquisitions office. Knowledge of US Army Staffing process and procedures. Desired Skills & Experience IP/Data Rights experience in PEO Aviation Application Deadline: 10/6/2025 #cjpost #LI-ONSITE The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $60,800-$101,400 USD At SMX, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. SMX is an Equal Opportunity employer including disabilities and veterans. Selected applicant may be subject to a background investigation and/or education verification. SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).

Posted 2 weeks ago

Beta Technologies logo
Beta TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The CAD Standards & Data Management Technician will be a member of the PLM Group at BETA Technologies. The successful candidate will have a good basis in CAD Design Methods and Best Practices, and will join the team ready and committed to improve and expand those skills while supporting Catia and Solidworks for the Engineering Teams. The candidate will work directly with CAD Methods Engineers, and other PLM Group members on a daily basis to collaborate on, assist, and review engineering processes & tools for use in BETA Engineering Product Development and Production Operations. The candidate will work closely with Product Development, Production, and Service Engineers within BETA in order to help champion and promote; development of robust engineering design and analysis methods. How you will contribute to revolutionizing electric aviation: Assist in development of and champion robust adoption of Product CAD and Data Management best practices. Assist in establishing and help to maintain CAD Standards including but not limited to 3D Modeling, Drafting, Materials & Mass. Curate and Support the Beta Standard Parts and Materials Libraries. Evaluate and drive material and hardware commonality and re-use. Create innovative methods to realize "user" initiatives and improve user experience. Manage the creation, validation, and distribution of Technical Data Packages to partners, vendors, and regulators. Help to troubleshoot and resolve issues with derived data exports and identified internally and with partners. Training and support of Product Development and Manufacturing Engineers in CAD Standards, Templates and Methods. Work with and in support of engineers across departments to uncover knowledge gaps in CAD and PLM methods, and proactively seek to leverage unused software functions to improve existing process inefficiencies. Minimum Qualifications: 3+ years of experience using and supporting CATIA CAD software in an enterprise product development environment. 3+ years of experience in Aerospace or Automotive, Transport or other complex mechanical product development and manufacturing industry preferred. Strong underlying practical knowledge of engineering design and analysis disciplines and practices. Strong problem solving and root cause corrective action investigation background. Support & Troubleshooting mindset. Eager to learn and develop new skills in 3DExperience & CATIA. $80,000 - $100,000 a year The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.

Posted 30+ days ago

Sands Of Kahana logo
Sands Of KahanaLas Vegas, NV
Apply Description About Terra West Management Services At Terra West, we don't just manage communities-we help them thrive. With over 40 years of expertise in community association management, we partner with HOA Boards to deliver excellence in operations, compliance, and community care. Our culture is rooted in respect, collaboration, and a relentless commitment to service. We believe people come first-our clients, our residents, and our team. Our Core Focus We exist to empower community leaders and enrich neighborhoods to Inspire Community by providing proactive guidance, professional management, and exceptional customer service. Every action we take is aimed at fostering vibrant, well-run communities where people feel heard, supported, and proud to live. Our Core Values- We I.N.S.P.I.R.E. Excellence Integrity- We do what's right, even when no one is looking. Nurture- We invest in people, relationships, and growth. Service- We exceed expectations with every interaction. Passion- We bring energy and purpose to all we do. Innovation- We embrace change and lead with forward-thinking solutions. Resilience- We stay strong, adaptable, and solution-focused in every challenge. Empathy- We listen, understand, and lead with compassion. At Terra West, you're not just taking a job-you're joining a values-driven team that's redefining excellence in community management. The Associate Director is responsible for the supervision of staff, working directly with the Director of Community Management, Association Boards and Committees of the assigned communities in accordance with the Governing Documents of these Associations and the policies of Terra West Management Services. This position will serve as the direct management entity for an assigned community or portfolio of assigned properties. Essential Functions: Monitor Community Management staff to ensure that performance "deliverables" are provided in a timely manner and staff work is completed in conformance with departmental policies and procedures. Review staffs' work weekly to maintain quality standards. Act as Advisor to the Director of Community Management. Act as Community Manager when current Community Managers are out sick or on leave. Train and counsel employees. Recommend termination, promotion, salary adjustments and bonuses to Director of Community Management. Review leave requests to ensure adequate coverage for office/clients during absence. Complete annual employee evaluations in a timely manner and recommend salary adjustments if any. Discuss draft of employee evaluation with Director of Community Management and obtain his/her approval prior to meeting with employee. Similarly, ensure that all new employees receive performance feedback at the end of their orientation/training period. Assist employees in developing client budgets. Review for completeness and accuracy. Manage portfolio of assigned properties in accordance with NRS 116 and all Federal, State, and local laws. Attend Board meetings, take minutes and maintain action lists; provide to board within required timeframe following that meeting. Assist/accompany new/ Provisional Managers for Board meetings. Ensure all Managers complete minutes within the required timeframe. Provide board packets to board members in advance of board meetings within the required timeframe. Ensure Managers are also meeting these standards. Take calls from members of the Board of Directors and the community. Resolve issues and handle all escalated calls from communities within a timely manner. Ensure timely return of management contracts, Accounts Payable, and timely return of legal acknowledgements and tenders. Monitor the Office's compliance with NRS 116 and all Federal, State, and local laws, as well as the communities' Governing Documents. Keep informed and make Board Members aware of NRS 116 and all Federal, State and Local legislation, as well as their Association's Governing Documents. Ensure property inspections are performed per contracts and non-compliance policy followed per board for the properties managed by the Senior Community Manager and all licensed Managers assigned to his/her team. Protect organization's value by keeping information confidential. Develop and improve client relations by attending board of director meetings, industry events, company-sponsored board workshops, and new account meetings and presentations, etc. Core Competencies: To perform the job successfully, an individual should demonstrate the following competencies to perform the essential duties and responsibilities of this position: Organizing and prioritizing Attention to detail and accuracy Maintain confidentiality and exercise good judgment Working with each Manager equally - spending adequate time with each Community Manager to ensure quality standards Problem-solving skills Excellent communications skills, both written and verbal Requirements Minimum Qualifications: Minimum five years' experience as Manager of multiple community associations. Supervising Community Association Manager (SUPR) license required. Must possess vehicle with insurance and valid registration. Valid driver's license. ADA Requirements: See and read small print, both on paper and on a computer screen, quickly and accurately. Sit for extended periods of time while working at a computer. Hear and speak clearly on the telephone and in person.

Posted 30+ days ago

Elite Sports Clubs logo
Elite Sports ClubsGlendale, WI
Dive into the world of health club management with Elite Sports Clubs! Our Health Club Management Internship offers an exciting opportunity for students pursuing degrees in business administration, sports management, recreation, or related fields to gain valuable hands-on experience in a dynamic and fast-paced fitness environment. Responsibilities: Shadow and assist the General Manager, department directors, and Assistant General Managers in overseeing day-to-day operations of the health club, including facility maintenance, member services, and staff management. Learn about budgeting, financial analysis, and revenue management by assisting with financial reporting, budget planning, and membership sales analysis. Gain experience in human resources management by assisting with staff recruitment, training, scheduling, and performance evaluations. Assist with marketing and promotional activities to attract new members and retain existing members, including social media campaigns, events, and outreach efforts. Learn about health and safety regulations, risk management, and emergency procedures by participating in safety inspections, training sessions, and drills. Collaborate with department heads and staff members to ensure a positive and welcoming environment for members and guests. Qualifications: Currently enrolled in a college or university program, preferably with a focus on business administration, sports management, recreation, or related fields. Strong interest in fitness, health, and wellness, with a desire to pursue a career in health club management or related fields. Excellent communication and interpersonal skills, with the ability to interact professionally with staff, members, and guests. Detail-oriented with strong organizational and time management skills, able to prioritize tasks and meet deadlines. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and familiarity with social media platforms. Ability to work independently and as part of a team, with a positive attitude and willingness to learn. Benefits: Hands-on experience in health club operations, management, and leadership. Mentorship from experienced health club managers and industry professionals. Opportunity to develop valuable skills in leadership, communication, marketing, and customer service. Networking opportunities with peers, colleagues, and industry professionals. Hourly pay for time worked. Free membership during the internship period. Fulfill credit requirements by working with your program of study. Letter of recommendation upon successful completion of the internship. If you're a driven and enthusiastic college student eager to kick-start your career in health club management, apply now for our Health Club Management Internship at Elite Sports Clubs! We're committed to helping you thrive and succeed in the fitness industry! Powered by JazzHR

Posted 30+ days ago

T logo
Two95 International Inc.Alpharetta, GA
Job Title: Warehouse Management System Specialist Location: Alpharetta, GA (REMOTE) Job Type : Contract Rate: $Open/hr. Requirements Job Description The Warehouse Management Developer will provide overall SQL support for an in-house reporting/visibility tool that documents data from multiple databases. Work closely with business teams, analyze & understand the reporting requirements, build SQLs in Oracle/SQL Server and collaborate with the Business Intelligence team to develop reports Responsible to coordinate User acceptance of the Business Intelligence tool by supporting User Acceptance and Delivery phase of the project. Will also keep the key stakeholders informed on the progress of the development Skills Direct work experience and knowledge of Warehouse Management Systems Understanding of Softeon WMS processes – Including Inbound, warehouse mgmt., pick/pack, and inventory mgmt. outbound processes Build SQL queries in Oracle/SQL Server and collaborate with the Business Intelligence team to develop reports. Build SQL queries to get specific sets of data pulled and provide data for reporting purposes Understanding of Softeon WMS processes is a plus Excellent analytical and problem-solving skills Ability to work independently Strong organizational and time management skills Excellent communication and critical analysis skills Benefits Note: If interested please send your updated resume to joseph.prabakar@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

Morgan Stanley logo
Morgan StanleySan Francisco, CA
POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

BETA Technologies logo
BETA TechnologiesSouth Burlington, VT
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively impact the environment and lives of others in a refreshing, vibrant, and inclusive culture. The CAD Standards & Data Management Technician will be a member of the PLM Group at BETA Technologies. The successful candidate will have a good basis in CAD Design Methods and Best Practices, and will join the team ready and committed to improve and expand those skills while supporting Catia and Solidworks for the Engineering Teams. The candidate will work directly with CAD Methods Engineers, and other PLM Group members on a daily basis to collaborate on, assist, and review engineering processes & tools for use in BETA Engineering Product Development and Production Operations. The candidate will work closely with Product Development, Production, and Service Engineers within BETA in order to help champion and promote; development of robust engineering design and analysis methods. How you will contribute to revolutionizing electric aviation: Assist in development of and champion robust adoption of Product CAD and Data Management best practices. Assist in establishing and help to maintain CAD Standards including but not limited to 3D Modeling, Drafting, Materials & Mass. Curate and Support the Beta Standard Parts and Materials Libraries. Evaluate and drive material and hardware commonality and re-use. Create innovative methods to realize “user” initiatives and improve user experience. Manage the creation, validation, and distribution of Technical Data Packages to partners, vendors, and regulators. Help to troubleshoot and resolve issues with derived data exports and identified internally and with partners. Training and support of Product Development and Manufacturing Engineers in CAD Standards, Templates and Methods. Work with and in support of engineers across departments to uncover knowledge gaps in CAD and PLM methods, and proactively seek to leverage unused software functions to improve existing process inefficiencies. Minimum Qualifications: 3+ years of experience using and supporting CATIA CAD software in an enterprise product development environment. 3+ years of experience in Aerospace or Automotive, Transport or other complex mechanical product development and manufacturing industry preferred. Strong underlying practical knowledge of engineering design and analysis disciplines and practices. Strong problem solving and root cause corrective action investigation background. Support & Troubleshooting mindset. Eager to learn and develop new skills in 3DExperience & CATIA. The wage listed here reflects our best faith estimate for this role. We pay competitively and base compensation on a variety of factors including skills, experience, industry background, and the evolving needs of the role. We remain committed to fair and equitable pay and we're happy to discuss during the interview process. Build electric airplanes with us! We encourage all driven candidates to apply, even if they do not meet every listed qualification. We are an equal opportunity employer. Employment decisions are based on merit, competence and qualifications and will not be influenced in any manner on race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, disability, veteran or military status, genetic information, pregnancy, or any other protected characteristic under federal, state, or local law. BETA complies with all applicable federal, state and local non-discrimination laws and does not tolerate discrimination of any kind in our workplace. Employment offers are contingent upon the successful completion of a background check. BETA Technologies participates in E-Verify.

Posted 30+ days ago

Next Street logo
Next StreetNew York, NY
Note: Contractors are expected to work remote but must be able to accommodate EST working hours. This is a rolling application - we have changing project needs and contractors needs, and excited to work with you should your expertise and our needs align. Why Contract at Next Street? As a contractor, you will play a critical role in supporting the project team and ensuring the successful execution of projects. At Next Street, we are invested in supporting individuals, like yourself, that are joining us in our mission by committing ourselves to the following: Clear and Timely Communication - we will provide detailed and specific information about project expectations, timelines, and deliverables so that you understand your role and responsibilities. Access to Resources - we operate in a unique space and will offer you the resources, such as tools, software, or training, you need to perform your work. Timely Payments - we understand that late or inconsistent payments can create financial strain for you so we will do our best to ensure prompt and accurate payment for services rendered. Clear Contracting Agreements - all our Contractors have clear agreements in place that outlines the scope of work, payment terms and other essential details. Join us and you will get to work on projects that solve some of the most complex economic and community development challenges in the country. Your work will consist of… Provide Guidance and Expertise: Offer expert advice and guidance on project management best practices, methodologies, and tools. Utilize your subject matter expertise to address project-related challenges and provide innovative solutions. Collaborate with the project lead and team members to develop strategies for project execution and delivery. Meeting Attendance: Regularly attend project meetings as requested by the project lead or team members. Actively participate in discussions, provide updates on assigned tasks, and contribute to decision-making processes during meetings. Ensure punctuality and preparedness for all scheduled meetings and appointments. Task Delivery: Execute assigned tasks and action items in a timely and efficient manner. Take ownership of deliverables and ensure that they meet quality standards and project requirements. Communicate progress, challenges, and potential roadblocks to the project lead and team members as needed. Responsiveness: Maintain open and transparent communication channels with the project lead and team members. Be responsive and available during agreed-upon working hours to address inquiries, requests, and project-related issues promptly. Demonstrate flexibility and adaptability to accommodate changes in project priorities or timelines as necessary. Additional Expectations: Foster a collaborative and supportive work environment by building positive relationships with team members and stakeholders. Demonstrate a proactive and problem-solving mindset, anticipating potential issues and taking proactive measures to mitigate risks. Adhere to policies, procedures, and ethical standards at all times, maintaining confidentiality and professionalism in all interactions. Qualifications: Proven experience in industry/sector areas Project management experience, with a track record of successful project delivery and stakeholder management, is a plus. Strong communication, collaboration, and interpersonal skills, with the ability to effectively engage and influence diverse stakeholders. Note: This job description outlines the key responsibilities and qualifications expected of a general contractor. However, specific duties and requirements may vary depending on the nature and scope of the project.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyPurchase, NY
Morgan Stanley Wealth Management is seeking a highly motivated individual in the Associate or Assistant Vice President job bands to join the Regulatory Change Management team. This role will provide strategic and operational support to the Head of Regulatory Change Management, enabling effective oversight of regulatory initiatives and efficient management of team priorities. The successful candidate will serve as a trusted partner to leadership, coordinating business management activities, monitoring project execution, and ensuring alignment with regulatory, operational, and business objectives. This position offers a unique opportunity to gain exposure via a small and collegial team environment . The team handles high-impact initiatives, works with senior stakeholders, and strategic decision-making within Wealth Management. This role will have ongoing interaction with senior members from WM Client Segments, WM Platforms, Investment Solutions, Technology, Legal, Risk, and Compliance. Key Responsibilities: Support the Head of Regulatory Change Management in managing day-to-day operations, strategic priorities, and cross-functional initiatives. Track, monitor, and report on the status of regulatory change projects, ensuring timely execution and risk mitigation. Coordinate with stakeholders to assess regulatory impacts and support development of change management strategies. Prepare executive-level materials, including presentations, dashboards, and status updates for senior management and governance forums. Manage leadership meeting agendas, action items, and follow-ups to drive accountability and progress. Support resource planning, budget tracking, and other business management functions. Maintain comprehensive documentation of regulatory changes, ensuring clarity, accuracy, and accessibility. Identify opportunities to enhance processes, reporting, and operational efficiency. Assist with risk assessments and help implement mitigation plans for regulatory initiatives. Foster collaboration and a culture of continuous improvement across the team and stakeholder groups. Qualifications: Bachelor's degree in Business, Finance, or a related field. Self-starter with a high degree of professionalism, discretion, and attention to detail. Strong desire to learn new skills Minimum 3 years of experience in a mix of project management, product management, business operations or regulatory response management within the financial services industry. Strong understanding of Wealth Management industry required and some familiarity with the relevant regulatory frameworks preferred Proven track record of managing multiple priorities and delivering high-quality outcomes under tight deadlines. Exceptional communication skills, both verbal and written, with the ability to tailor messaging for senior audiences. Strong analytical, problem-solving, and organizational abilities. High proficiency in Microsoft Office Suite, with advanced skills in PowerPoint and Excel. 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 57,000 and 115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

Utica National Insurance Group logo
Utica National Insurance GroupNew Hartford, NY
The Company: At Utica National Insurance Group, our 1,300 employees nationwide live our corporate promise every day: to make people feel secure, appreciated, and respected. We are an "A" rated, $1.7B award-winning, nationally recognized property & casualty insurance carrier. Headquartered in Central New York, we operate across the Eastern half of the United States, with major office locations in New Hartford, New York and Charlotte, and regional offices in Boston, New York City, Atlanta, Dallas, Columbus, Richmond, and Chicago. What you will do: We are seeking a highly skilled and experienced Risk Management Specialist to join our team. As a Risk Management Senior Casualty Specialist, you will be responsible for utilizing your subject matter expertise (SME) to advance the risk assessment skills and capabilities of our team within employee and fleet/vehicle safety areas. You will also play a crucial role in developing and delivering staff training programs and conducting quality assurance (QA) reviews specific to SME areas. In addition, you will partner and collaborate with our underwriting and claims teams in efforts to reduce losses. Provide technical expertise and assistance to internal UN and external customers within SME technical specialty Advance RMS staff understanding of coverages, risk exposure assessment techniques and desired risk control programs within SME specialty area. Provide technical consultation and assistance to Risk Management staff within SME area. Develop/update RMS assessment report and guide for designated specialty area Develop and deliver SME specific training seminars for risk management within specialty area for internal and/or external customers. Conduct larger, special and higher hazard risk assessment surveys and reports within specialty area. Service and/or coordinate service delivery for largest accounts within specialty area if applicable Stay current with SME specific technical topics and develop and or select new SME RM services for clients. Conduct quality assurance report reviews for the department on accounts based on individual LOB criteria. Review, analyze and monitor loss activity and trends (macro across book) and share loss findings, trends and loss lessons with internal and external stakeholders Conduct large loss reviews to determine and share loss lessons Collaborate with underwriting on specific LOB projects, initiatives and special projects. Collaborate with UW and marketing in driving greater broker and client understanding of RMS products and services via: prospective sales/agency meetings, external webinars and participation and presenting at select industry conferences. Participate in industry conferences and/or specific business segment groups and initiatives Develop and deliver external webinar or RMS communications within SME area Participate in prospective sales/agency meetings Participate in regional/national SME specific associations and groups to stay current on latest technical information. Collaborate with RMS AVP and Marketing on development and/or update of SME specific Risk Management Advisories. Identify and vet RMS products and service offerings for customers within SME area. Develop RMS service tools and products for insureds Identify and address emerging risks within technical segment Collaborate with marketing, legal and communications on RMS materials and seminars as needed Additional Responsibilities: Special projects as assigned or needed Participate in professional and community safety activities. Assist in mentoring and developing Risk Management staff in risk services. Maintain good communications with other departments, policyholders and producers. Performs other duties as assigned. Conforms with all corporate policies and procedures. What you will need: Education: Bachelor's Degree preferred OR Master's Degree preferred. Experience: 10 years- At least 5 years of experience in the Risk Management or Loss Control profession; including extensive experience in fleet/vehicle and employee safety risk control programs. Significant technical expertise and experience preferred. Salary: $95,100-$142,700 The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications. Benefits: We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following: Medical and Prescription Drug Benefit Dental Benefit Vision Benefit Life Insurance and Disability Benefits 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results) Health Savings Account (HSA) Flexible Spending Accounts Tuition Assistance, Training, and Professional Designations Company-Paid Family Leave Adoption/Surrogacy Assistance Benefit Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance Student Loan Refinancing Services Care.com Membership with Back-up Care, Senior Solutions Business Travel Accident Insurance Matching Gifts program Paid Volunteer Day Employee Referral Award Program Wellness programs Additional Information: This position is a full time salaried, exempt (non overtime eligible) position As part of our hiring process, candidates who have accepted a formal offer must be willing to undergo a comprehensive background check and drug screen; additional screening for credit or MVR may be required for some positions. Utica National is an Equal Opportunity Employer. Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy. #LI-LH1

Posted 30+ days ago

Ivy Tech Community College logo
Ivy Tech Community CollegeIndianapolis, Indiana
Online Adjunct Faculty are hired each semester on an as-needed basis. Online Adjunct Faculty are responsible for creating an online learning environment that assists students in reaching their goals and for providing effective instruction and assessment within the framework of the provided single version primary course. Courses are taught completely online in primarily 8-week (rarely 16-week) format. In compliance with the College’s Out of State Workers Policy, only candidates who will reside in and work from the states of Indiana, Illinois, Kentucky, Michigan and Ohio will be considered for this position. Major Responsibilities: Facilitate student learning by delivering assigned classes in accordance with College policy and course objectives. IvyOnline’s minimum expectations for Online Adjunct Faculty are found in the Academic Support and Operations Manual, Policy 7.5.2. Online Adjunct Faculty are also encouraged to review and implement best practices from the online teaching best practices list. Make optimal use of available technology to enhance instructional methods. Supplement and alter, where appropriate, lesson plans, assignments, tests, and materials. Maintain accurate student records, grades, and other requirements. Engage with students proactively and regularly in meaningful and productive ways that impact student learning and lead to a positive experience with Ivy Tech Community College. Demonstrate evidence of developing and implementing teaching strategies focused on engaging online students with their learning. Interact with students and co-workers in a professional and cooperative manner, complying with College policies, guidelines and expectations. Maintain a safe, quality online educational environment. We are looking for a candidate who is committed to an environment where team members feel valued, respected and supported. The ideal candidate will demonstrate a strong commitment to a workplace culture that recognizes and appreciates varied perspectives, backgrounds, and experiences. We are seeking someone who is passionate about creating and maintaining a team dynamic that encourages open communication and mutual respect. This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards. SUPERVISION RECEIVED: Faculty Lead or Assistant Faculty Lead SUPERVISION GIVEN: None Minimum Qualifications: Unofficial transcripts required as part of the application process. Official transcripts required upon hiring. Proficiency with Google Workspace (G Suite) Experience (or willingness to master) the Canvas learning management system Experience with construction surveying and layout including lasers, optical auto levels, theodolites, and total stations. Must have strong working knowledge of current technologies appropriate to area of instruction and meet faculty credentials as outlined in the ASOM 7.1 (see link below) for the specific area(s) of instruction. A candidate follows the credential standards for this course: Possesses a Department of Labor, Bureau for Apprenticeship Training recognized journeyman’s card in the discipline directly related to credentials, certifications, and competencies listed in the Curriculum of Record (COR), and in journeyman status for two years or more with experience that is specifically linked to the competencies listed in the Curriculum of Record (COR), and Possesses any specialized certifications required for the class being taught as indicated in the Curriculum of Record (COR); or Possesses any specialized certifications or credentials required for the class being taught as indicated in the Curriculum of Record (COR), and 5 years directly related work experience in the field that is specifically linked to the competencies listed in the Curriculum of Record (COR); or Possesses a current Workplace Specialist License, Technology Education License (Technology and Engineering Education, Engineering and Technology Education), or CTE: Trade & Industrial Engineer or Manufacturing License granted by the Indiana Department of Education appropriate to course objectives and directly linked to credentials, certifications, and competencies listed in the Curriculum of Record (COR), and Possesses any specialized certifications required for the class being taught as indicated in the Curriculum of Record (COR). Preferred Qualifications: Previous Online Teaching Experience Other Requirements: Selected candidate for employment will be subject to pre-employment background checks, including criminal history check, and any offer of employment will be contingent upon that outcome. Ivy Tech Community College is an accredited, equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College’s Title IX Coordinator or to the US Department of Education Office of Civil Rights.

Posted 1 week ago

S logo
SWJ TECHNOLOGY, LLCMontgomery, AL
SWJ Technologie specializes in providing engineering, planning, and project management services across various industries. We are currently seeking a Specialist - Purchasing Management (Project Management) for a client in the automotive industry, specializing in vehicle manufacturing. This is a direct hire role based in Montgomery, AL that requires onsite presence. If you’re eager to grow your career and make a meaningful impact on exciting projects, we look forward to your application. PURPOSE: Responsible for project management activities relating to support of the Procurement and Purchasing Division in an automotive manufacturing environment. RESPONSIBILITIES: Track, measure, and report to ensure timeliness of the vehicle development project status from concept phase through mass production. Manage development schedule roadmap, including milestone planning. Communicate deliverables to cross functional teams to align goals and development schedules. Participate in development reviews and log risks, issues, and contingency plans. Track investment cost, part supply, and quality issues throughout development cycle. Create project and development status report. Maintain up-to-date development part list information database. Explore available methodologies and implement best practices related to project management. Schedule and coordinate 5-star audit process. Analyze 3M quality claim information and in-plant quality issues tailored to the Purchasing Division. Review vehicle short and midterm volume target and lead feasibility study. Collect and evaluate SUB KD and high-risk part inventory status. Support purchasing management team data request gathering, summary, and reporting as needed. Administer, coordinate, and comply with all Business Management System (BMS), Environmental Management System (EMS), and Safety Management System (SMS) requirements. Meet all other requirements as assigned. QUALIFICATIONS: Bachelor’s degree or equivalent preferred 0 – 10 years job related experience preferred REQUIRED SKILLS: MS Excel, PowerPoint, Word SAP preferred Excellent project management and interpersonal skills Proficient knowledge about automotive component supply chain quality control and manufacturing processes Excellent oral and written communication skills PHYSICAL REQUIREMENTS: Work is normally performed in an office, laboratory, manufacturing floor, or machine shop setting where physical work includes, but is not limited to sitting, standing, reaching, kneeling, bending, and lifting up to 25 lbs. Must be able to understand and comply with all relevant safety practices. FLSA STATUS/WORKING SCHEDULE : Location: Montgomery, AL Schedule: Day shift, 40h/w Overtime: if needed Travel: Position may require occasional travel (domestic or foreign) Assignment Start: ASAP DISCLAIMER: This job description is a high-level overview of general expectations of this position. It is not intended to list every responsibility of the position, nor does it represent an employment contract of any kind. SWJ TECHNOLOGY and all of its subsidiaries (i.e., NGE EQUIPMENT and ProjectOne US) are Equal Opportunity Employers and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender, disability status, protected veteran status, or any other characteristic protected by law. Powered by JazzHR

Posted 30+ days ago

M logo

Private Wealth Management Wealth Management Associate - Bilingual: Mandarin/English

MS Smith BarneyPasadena, California

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Job Description

POSITION SUMMARY:

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

DUTIES and RESPONSIBILITIES:

Client Support:

  • Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
  • Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns
  • Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
  • Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
  • Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
  • Provides ongoing support in educating clients about specific products and services offered at the firm
  • Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
  • May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
  • Works with clients on the execution of orders in Brokerage and Advisory accounts
  • Assists clients with market and stock research
  • Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
  • Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
  • Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor

Business Development & Operational Support:

  • Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
  • Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
  • Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
  • Identifies and implements practice management opportunities by interfacing with various departments across the firm
  • Coordinates enrollment campaigns/meetings for existing clients
  • Assigns work to team’s Client Service Associate as appropriate
  • Cultivates and develops relationships with business partners internally and externally
  • Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
  • Proactively participates in firm initiatives directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • 5+ years of work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active SIE, Series 7 and 66 (or 63 and 65) licenses
  • Additional product licenses may be required

Knowledge/Skills

  • Enjoys working with people and problem solving
  • Effective written and verbal communication skills
  • Knowledge of financial industry and investment products preferred
  • Strong understanding of applicable compliance rules, regulations and firm policies
  • Able to work independently and effectively on a team
  • Demonstrates leadership skills
  • Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
  • Ability and interest in working in a fast-paced, evolving environment

Reports to:

  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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 $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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

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

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

Automate your job search with Sonara.

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

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