Banking and Financial Services Jobs in None, GA
26 positions found
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
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 into your browser.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
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).
PDN-9eb0c7f5-83a2-4fac-987f-7ca021e5da83ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric' s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives.
ABOUT THE ROLE
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. These positions are a part of our Client Relations Group (CRG) teams supporting key Client operational processes such as, Onboarding, Oversight, Billing, New Account and Client Activities. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.
Opportunities in multiple locations - Seattle, Boston, & Alpharetta - across various teams, including:
Client Activities
- Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner.
New Account Activities
- Establish prospect accounts in Parametric's portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash.
Onboarding
- Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.
Oversight
- Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines, ensuring all account documentation is received and properly submitted for archiving
Billing
- Understand billing attributes and client relationships that drive revenue accrual and client invoicing and review of new accounts, changed accounts, and terminated accounts
Responsibilities:
- Work with internal and external stakeholders and other key points of contact in a professional manner
- Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
- Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
- Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
- Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
- Ensure accurate documentation that demonstrates adherence to policies and procedures
- Participate in opportunities for Ad-hoc project work to further learning, competency and career
JOB REQUIREMENTS
Primary Skills
- Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
- Experience working with Microsoft Office Suite, with strong proficiency in Excel.
- Ability to manage high volumes of data under tight deadlines.
- Strong organizational and time management skills
- Detail-oriented and process driven with a strong focus on accuracy
- Critical thinking, analytical, and problem-solving skills
- Effective verbal and written communication skills
- Self-motivated with the ability to work independently and collaborate within a team environment.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
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 into your browser.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
MA:
Expected base pay rates for the role will be between $60,000 ] and $90,000 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).
PDN-9f5097d5-1c42-4c5c-b4ad-8bfa924fdbd2About Blue Bird Corporation
Blue Bird (NASDAQ: BLBD) is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team members design, engineer and manufacture school buses with a singular focus on safety, reliability, and durability. School buses carry the most precious cargo in the world – 25 million children twice a day – making them the most trusted mode of student transportation. The company is the proven leader in low- and zero-emission school buses with more than 25,000 propane, natural gas, and electric powered buses sold. Blue Bird is transforming the student transportation industry through cleaner energy solutions. For more information on Blue Bird’s complete product and service portfolio, visit SUMMARY
Reporting to the Manager, Corporate Accounting, the Corporate Accountant is responsible for performing various duties including, among others, preparing and posting monthly journal entries, general ledger account reconciliation and month end close procedures, including compliance with internal control over financial reporting.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Gather the information required, and evaluate it for accuracy and completeness, to prepare and post monthly journal entries
- Work collaboratively to support other functions by providing them with the financial information needed to make informed decisions
- Prepare financial management reports
- Research miscellaneous account and accounting questions
- Ensure financial records are maintained in compliance with GAAP
- Resolve accounting discrepancies and irregularities
- Assist with monthly closings and preparation of monthly financial records
- Prepare reconciliations and general ledger account analysis
- Assist with special projects and/or information requests
- Perform internal controls necessary to support accurate and complete financial reporting
- Assist with preparation for, and coordination of, internal and external audits
- To efficiently and effectively collaborate within finance and with other departments and stakeholders, working on-site in the Company’s Macon, GA headquarters is required
- Perform other related duties as assigned or requested
KNOWLEDGE, SKILLS AND ABILITIES FOR SUCCESS
- Must be able to work independently
- Good communication skills
- Good planning, organizing and coordinating skills
- Must be detail oriented
- Must be able to multi-task
- Microsoft Office Suite (Excel, PowerPoint, Word)
BASIC EDUCATION AND EXPERIENCE REQUIRED
- Bachelor’s Degree in Accounting
- 5+ years of accounting experience
- All candidates must be a U.S. citizen or permanent resident
PREFERRED EXPERIENCE
- CPA, preferred
- Experience working in a publicly traded company, including extensive internal controls over financial reporting experience as well as audit preparation and support, is preferred
WE VALUE
- Ability to anticipate and understand customer needs and provide guidance
- Excellent interpersonal and customer relationship skills to handle difficult and sensitive matters.
- Strong project management skills. Exposure to difficult or complex projects a plus.
- Ability to influence stakeholders
- Effective communication and ability to communicate complex details in a clear manner.
- Flexible workspaces and work hours that help you unleash the best you.
- Working in a collaborative team and balancing the needs of individual stakeholders while delivering corporate objectives.
INCLUDES
- Continued Professional Development
- Benefits including medical, dental and eye insurance, 14 paid holidays, vacation time and 401k with match
*The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Blue Bird® is an equal opportunity employer and makes employment decisions on the basis of merit. We strive to have the best available talent in every job based on the Knowledge, Skills and Abilities each person brings. Blue Bird is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations and prohibits unlawful discrimination in all forms.
All candidates must be a U.S. citizen or permanent resident. Candidates must be authorized to work in the United States and will be required to provide proof of employment eligibility at the time of hire.
#Li-Onsite
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.Work Experience
5 years: Accounting experience
Education
Required: Bachelors
PDN-a151954e-f2aa-4430-8e51-88c49f0cb65b
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric' s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. Core responsibilities include post trade operational activities subject to proper controls and procedures to deliver service that results in scale, efficiency, accuracy, and operational excellence across the firm.
ABOUT THE ROLE
The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. This position is a part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of many aspects of client portfolios including cost basis, impact of corporate actions, margin and collateral management. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.
Opportunities in multiple locations - Seattle, Boston, and Alpharetta - across various teams, including:
Trade Settlement
- Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians.
Portfolio Reconciliation
- Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties.
Corporate Actions
- Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management.
Oversights
- Conduct reviews, oversight, and audit controls targeting high-risk matters that affect portfolio management, compliance, market operations, and client reporting teams.
RESPONSIBILITIES
- Work with internal and external stakeholders and other key points of contact in a professional manner
- Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
- Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
- Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
- Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
- Ensure accurate documentation that demonstrates adherence to policies and procedures
- Participate in opportunities for Ad-hoc project work to further learning, competency and career
JOB QUALIFICATIONS
PRIMARY SKILLS
- Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
- Experience working with Microsoft Office Suite, with strong proficiency in Excel.
- Ability to manage high volumes of data under tight deadlines.
- Strong organizational and time management skills
- Detail-oriented and process driven with a strong focus on accuracy
- Critical thinking, analytical, and problem-solving skills
- Effective verbal and written communication skills
- Self-motivated with the ability to work independently and collaborate within a team environment.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
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).
PDN-9ed1dc0e-f3ca-4b80-bc71-34c23c2ef7b3Applicants MUST reside in one of the following GA counties for consideration: Wilkes, Lincoln, Oglethorpe, Clarke, Elbert, Madison, or Oconee.
JOB DESCRIPTION
True Axis Recruiting is partnering with a respected firm to identify their next Sales Representative. In this role, you’ll focus on developing new leads, engaging with clients and prospects, understanding their priorities, and guiding them through a consultative and supportive planning process. You’ll have the opportunity to build long-term relationships and make a meaningful impact on each client’s future.
This position offers exceptional earning potential and career flexibility. With ongoing training and leadership development programs, you’ll also have a clear path for growth, including opportunities to advance into leadership roles as you continue to develop your skills and experience.
Position Purpose
Representatives are at the core of this firm’s future. They are responsible for:
- Growing the customer base
- Providing exceptional customer service
- Serving the communities where they live and work
Key Opportunities
- Build your own business helping clients work toward their goals
- Get paid for the results you deliver, not just the hours you put in
- Set your own schedule within a full-time framework
- Enjoy a competitive benefits package (for those who qualify)
- Choose and develop your own target market
- Advance your expertise and expand your product and service offerings
- Earn multiple bonuses and recognition trips
- Prepare clients and families for the future
- Make a lasting impact in your local community
- Receive local and national support and mentoring
Core Responsibilities
- Sell and promote the firm’s products and solutions to new and existing clients
- Develop and manage leads through various prospecting activities
- Re-evaluate customer needs on an ongoing basis to ensure solutions remain aligned
- Listen to customers to understand their goals and ensure a smooth, consultative sales process
- Maintain and grow the customer base through proactive outreach and relationship management
- Represent the firm at local events and community initiatives
- Support local chapters and groups in community service and fundraising efforts
- Build lasting relationships with clients and help them work toward their long-term objectives
Qualifications
This Sales Representative role requires a background that demonstrates the following minimum knowledge, skills, talents, and traits:
- Ability to work independently and manage your own pipeline
- High school diploma required; additional education is a plus
- Strong organizational skills and the ability to prioritize workload
- Excellent interpersonal, written, and verbal communication skills
- Strong listening skills and a consultative approach
- Ability to engage well with others and a passion for providing an exemplary customer experience
- Willingness to complete any role-specific certifications or training and pass applicable background checks
Benefits Overview
The goal is to help you live your best life. By providing an excellent benefits package (for those who qualify), the firm shows its commitment to making sure you enjoy your work and have quality time for the people who matter most.
Health and Retirement
A competitive benefits package designed to support you and your family, which may include:
- 401(k) with company match and service-related contributions
- Health insurance
- Health savings account
- Prescription drug coverage
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Wellness program
Training & Development
You’ll receive training on the firm’s products, services, and sales processes to help you build a successful career. The company provides:
- Structured onboarding
- Ongoing training throughout the year
- Continuous development opportunities
- Additional support from a dedicated Sales Development and Training team
Support During Onboarding & Certification
You’ll receive support and resources as you complete any required onboarding steps, certifications, or licenses needed for the role.
Role Details
- Job Type: Full-time
- Pay: $93,000–$133,000 expected in the first year
- Expected Hours: Approximately 40 per week
- Schedule: Monday to Friday
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
General Summary of Position:
As an Offer Management Pricing Analyst at Granite Telecommunications, the role will focus on coordinating the company's efforts in creating customer quote proposals. Offer Management Pricing Analyst's will work closely with the Premier and Sales Department to ensure pricing accuracy of all quote proposals and meeting the pricing needs of current or potential customers. The responsibilities will encompass various stages of the quote process, from gathering relevant data to engaging with customers to understand their concerns, requirements, and product preferences. Additionally, leading the creation of the quote proposal and putting together the financial margin for each quote proposal.
An important aspect of the position will be the capability to understand multiple aspects and details that go into each quote proposal, and the overall solution or ask of the customer. The Offer Management Pricing Analyst will participate in internal calls to review the final quote proposal or discuss any aspects that require further evaluation. Effective communication skills via email, phone, and in-person interactions are necessary for conveying and receiving messages.
Collaboration with multiple teams, including Sales, Premier, Solution Engineers, Legal, and other members of the Finance Department will be pertinent to this role. This collaboration will help ensure coordinated and cross-functional responses to each quote proposal. In addition, to managing quote proposal requests, you will be responsible for addressing daily inquiries received via email, corresponding with previous or potential customers, and handling team and individual-based tasks.
The role of the Offer Management Pricing Analyst is crucial in creating and evaluating the financial impact of each quote proposal. Strict business and products rules will need to be followed to ensure the deal is beneficial for both the customers and Granite. The Pricing Analyst will play a vital role in making informed pricing decisions throughout working the quote proposal process.
Overall, the role of Offer Management Pricing Analyst, will play a vital role in coordinating and managing the quote proposal process, working with various stakeholders, and ensuring customer satisfaction through accurate and timely responses.
Duties and Responsibilities:
- Ability to define the customer's need while coordinating with the Sales and Premier team to gather comprehensive information about the pricing and solution requirements.
- Work with solution engineers to analyze the customer's requirements to ensure the proper solution is quoted.
- Collaborate with the Legal Team to ensure pricing terms and requirements are incorporated into the customers LOA or MSA.
- Create and review quote proposals and margin analysis that take into consideration any financial implications of the proposed solution and share these details with appropriate stakeholders.
- Communicate effectively with all parties involved in the quoting process, including sales, solution engineers, legal, and customers.
- Manage time effectively to meet deadlines and prioritize tasks.
- Close attention to detail and strive for a high level of accuracy on all quote proposals.
- Ability to be flexible and adaptable to changes in the quoting process.
- Maintain quality results by following established guidelines and using necessary quoting templates.
- Work with confidential information exercise judgment and discretion.
- Gather all relevant data and create a margin analysis and apply special pricing
- Assess the final pricing to ensure it is competitive and meets the customer's needs.
- Create customer quote proposal documents that are tailored to individual customer requirements, preferences, and constraints.
- Prepare customer margins and special pricing documents that include calculating and analyzing Granite's cost, proposed rates, and how it comes to Granite's standard pricing structure.
- Create quote proposals and margins that take into consideration promotion pricing, volume-based discounts, and custom pricing packages for various products.
- Confirm pricing structure and financial standing, when onboarding new customers and products
- Assist with updating all quoting databases, and the market data to become more competitive for future bids
- Travel as required
Required Qualifications:
- Bachelor's degree
- Excellent verbal, written, and analytical skills.
- Strong attention to detail and analytical skills; strong coordination and planning skills.
- Experience with Microsoft Excel and other data analysis software.
- Basic technical skill of PowerPivot, Access, and data mining.
- Ability to work independently and as a part of a team.
- Ability to meet deadlines and work under pressure.
- Ability to think both strategically and tactically.
- Ability to self-motivate, both for task completion and knowledge increase.
- Solid grasp of mathematics, statistical analysis, and ability to work complex calculations can be changed to Strong understanding of mathematics and statistics, with the ability to work with complex calculations.
- Ability to interpret and present numerical information effectively can be changed to Ability to communicate complex numerical information concisely.
- Knowledge of financial concepts, such as profit margins, cost analysis, and pricing strategies.
Preferred Qualifications:
- SQL Experience
- Advanced knowledge and awareness of Microsoft tools.
- Bachelor's degree in finance or related discipline field or equivalent experience.
- Experience in a quote or pricing analysis roles.
- Comfortability with Salesforce.
#LI-SM1
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.
Job Summary
The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.
Responsibilities
Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.
Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.
Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.
Job Duty 4 -
Manage the maintenance of unit financial related files and records
Job Duty 5 -
Monitor and maintain records of unit purchases.
Job Duty 6 -
Supervise, train and develop unit financial staff
Job Duty 7 -
Advise unit management regarding financial issues.
Job Duty 8 -
Perform other duties as assigned
Required Qualifications
Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience
Required Experience
Five to six years of job related experience
Preferred Qualifications
- Higher Education Experience
- Workday Financial Systems
- Research Administration/Post Award Support
- Certified Research Administrator (CRA)
- Business Analyst Experience
Knowledge, Skills, & Abilities
SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
Salary range: $80,000.00 to $88,000.00 Based on Experience and Education
Location: Atlanta, GA
Job grade: G08
This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
- Students are our top priority.
- We strive for excellence.
- We thrive on diversity.
- We celebrate collaboration.
- We champion innovation.
- We safeguard freedom of inquiry and expression.
- We nurture the wellbeing of our community.
- We act ethically.
- We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
About The Wallace H. Coulter Department of Biomedical Engineering
The Wallace H. Coulter Department of Biomedical Engineering is a department within the College of Engineering at Georgia Tech and the School of Medicine at Emory University. Our community includes a student body of ~1,200 undergraduates and ~400 graduate students as well as more than 150 faculty and staff. One of the largest BME programs in the US, we graduate the most URM and Female biomedical engineers in the country. The BME department currently employs about 90 total faculty, including 5 Academic Professional track faculty, 10 Lecturer track faculty, and 5 Professors of the Practice.
Since the departments founding in 2000 the unique partnership between two of the nation's leading public and private entities has been an engine for innovative research and education. We are focused on solving some of the toughest problems facing our state, the nation, and the world and improving human health. We constantly value and work to improve our educational programs and received the 2019 Bernard M. Gordon prize for pioneering efforts in engineering education and consistently top national rankings for both undergraduate and graduate programs. The department has a history of deep engagement with engineering education and the learning sciences that is reflected in our faculty, including non-tenure track faculty, taking on educational leadership roles at the institute and nationally.
Location
Atlanta, GA
Job Summary
The Wallace H. Coulter Department of Biomedical Engineering (bme/) at the Georgia Institute of Technology in Atlanta, Georgia invites applications for an Academic Faculty position titled Director of Learning Innovation (DLI). Applicants will be considered at all ranks. Candidates are expected to demonstrate an exceptional commitment to the teaching and teaching innovation.
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
The Wallace H. Coulter Department of Biomedical Engineering is hiring for an Academic Faculty (Academic Professional Track) position titled Director of Learning Innovation (DLI). A position of this type, with slightly varying titles, throughout the history of the department by 5 different people. Success in this position involves achieving three objectives: (1) Foster a culture of evidence-based teaching practices and curricular innovation, (2) improve our understanding of engineering education using educational research methods, and (3) build the national profile of the department as a leader in biomedical engineering education. We expect the focus of work in this role to be primarily the department's top ranked undergraduate program, but engaging with the graduate program may also be possible or needed. We estimate the breakdown of the Director of Learning Innovation to be approximately 15% research; 35% administration; 30% teaching and 20% service, detailed below.
Responsibilities
TEACHING (30%)
We expect the DLI's teaching responsibility to be serving as the course director for Problems in Biomedical Engineering (BMED2250). BMED2250, typically taken undergraduate's second year, uses a Problem Based Learning (PBL) approach to guide students through the development of potential solutions to a broad single-disease-focused design challenge. A similar course has been a cornerstone of the department's undergraduate curriculum since its establishment and are described in work by Newstetter (2006). The course is offered during Fall and Spring semesters and enrolls around 150 students per semester in 5 to 6 `studio sections with a weekly lecture. Critically, the course also serves to enculturate faculty to the department's philosophy of teaching. The course director is responsible for overall coordination of course instruction, managing the lecture portion of the class, training TAs and Faculty facilitators, and typically facilitating 1 studio section. Depending on the candidates background and interests, other teaching assignments may be possible.
ADMINISTATION (35%)
Achieving the three objectives for the DLI position will require the candidate to integrate curricular leadership and educational research. As a departmental leader, the DLI is responsible for identifying and guiding opportunities for curricular improvements, especially through the translation of leading educational research. They will also mentor individual faculty throughout the department about teaching, evidence-based teaching, and Scholarship of Teaching and Learning research. To do so, the DLI will work closely with other leaders in the department, TT and NTT faculty, and the Director of Faculty and Student Training.
RESEARCH (15%)
The DLI will also be expected to engage in research and research dissemination. A major focus of that work is likely to be scholarship related to their innovation work. However, they are encouraged to pursue related research independent of active innovation projects as well. Successful candidates will be those that look for both traditional and novel opportunities for scholarly dissemination. We have a special interest in candidates who can build strong relationships to share research results and promote our innovation work across Georgia Tech, biomedical engineering, and engineering education. The DLI will be encouraged to pursue external funding both to support programmatic change efforts and their own research. The department has a history of receiving funding from NIH, NSF, and KEEN to support programmatic curricular change efforts.
SERVICE (20%)
All department faculty are assigned to one to two departmental committees. It is expected that the DLI will be routinely assigned as a member of the Undergraduate Curriculum Committee and/or the departments Faculty Learning Committee (a yearly community of practice faculty development opportunity). The DLI will also be encouraged to pursue opportunities for professional service.
Required Qualifications
A PhD in engineering or related field is required by the start of the appointment:
Guidelines for Rank Appointment:
- Associate Academic Professional. This is the entry-level rank and normally requires completion of the terminal degree. In exceptional cases, this rank may be used for individuals completing a terminal degree and for a period of two (2) years. If the degree is not conferred, another position appointment is required.
- Academic Professional. This rank requires a terminal degree. It also requires significant related experience or promotion from the rank of Associate Academic Professional. Ordinarily at least three (3) years as an Associate Academic Professional is required before promotion to the rank of Academic Professional. The quality of performance and potential for development must be recognized by peers. Credit for previous academic or professional experience should be explicitly stated at the time of employment.
- Senior Academic Professional. This rank requires a terminal degree. It also requires evidence of superior performance in the chosen field, recognition by peers (whether national, regional, or local), and successful and measurable related experience. Promotion to Senior Academic Professional from the rank of Academic Professional requires at least five (5) years at that level. Credit for previous academic or professional experience should be explicitly stated at the time of employment.
- Principal Academic Professional. This rank requires a terminal degree. It also requires evidence of superior performance in the chosen field, recognition by peers (whether national, regional, or local), and successful and measurable related experience, including but not limited to supervision of others' work, significant responsibility, and authority within program area, and demonstrated impact. Promotion to Principal Academic Professional from the rank of Senior Academic Professional requires at least six (6) years at that level. Credit for previous academic or professional experience should be explicitly stated at the time of employment.
Preferred Qualifications
We ask that candidates describe the relevance of their PhD training in their materials.
We will give preference to those who provide evidence they meet some of the following criteria:
- Experience with undergraduate teaching, especially in engineering courses.
- Experience coordinating large multi-section courses, transitioning courses from lecture to non-lecture based pedagogical approaches, and/or first-year specific education.
- Experience developing and/or implementing research-based instructional strategies.
- Experience working with departments, courses, and students to improve the success of all students in engineering and STEM.
- Experience designing, implementing, and assessing faculty development activities to increase the use of evidence based instructional strategies in a variety of courses.
Required Documents to Attach
Applicants should submit 1) a letter of application, 2) curriculum vitae, 3) a description of teaching interests, 4) A statement that in two pages or less outlines how the applicant's professional and academic experiences have prepared them to support and apply Georgia Tech's mission and values (listed below), and 5) the names and contact information for at least three references.
Apply Before Date
Applications will be considered beginning November 15, 2025, but the search will continue until the position is filled.
Contact Information
Panitch, Alyssa
School Chair-Academic - Biomedical Engr, GT/Emory
USG Core Values
The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia (USG) and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individuals race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Background Check
Successful candidate must be able to pass a background check. Please visit employment/pre-employment-screening
About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Job Description
The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.
Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.
The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.
Qualifications
- Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
- Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
- Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
- Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
- Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
- Positive attitude and willingness to learn and grow
- Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
- Establishes and maintains effective working relationships with peers and strategic partners
- Must be articulate, organized, and attentive to instructions and deadlines
- Self-starter with the ability to juggle several deadlines, and high personal accountability
- Approaches problems with a sense of urgency, creativity, and tenacity
- The ability to operate in a dynamic and fast-paced environment is essential
- Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
- Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
- Collaborative and able to work effectively in a team environment as a participant or leader
- Versatile, flexible, and a willingness to work within constantly changing priorities
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Description:
The Executive Assistant will be responsible for performing an array of administrative functions requiring confidentiality, initiative and sound decision making for the executive and his/her team. You will provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings.
Additionally, the ability to interact with staff (at all levels) in a fast-paced environment, remaining flexible, proactive, resourceful, and efficient, with a high level of professionalism, is crucial to this role. You should demonstrate experience in developing relationships in a highly matrixed organization, as well as experience in handling the administrative and executive support-related tasks with minimal supervision. You will need to adapt procedures, processes, and techniques to the completion of assignments and in line with the department's activities and goals.
Qualifications
- Minimum of 3 years of experience in an Executive or Administrative Assistant role
- High school diploma or GED is required; Bachelor's degree preferred
- Being able to multitask in a fast-paced environment
- Experience in calendar management
- Adaptable team player
- Good problem-solving ability
- Strong working experience with Microsoft Word, Excel, and PowerPoint, including table creation, mail merges, and basic formatting
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling, expenses, calendar)
- Effective interpersonal skills and excellent telephone etiquette
- Tact and good judgment in confidential situations and proven experience interacting with senior management
Why Deliver with DoorDash?
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
- Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
- Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want.
- Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
- Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
- Quick and easy start:Sign up in minutes and get on the road fast.**
- Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
- 18+ years old*** (21+ to deliver alcohol)
- Any car, scooter, or bicycle (in select cities)
- Driver's license number
- Social security number (only in the US)
- Consistent access to a smartphone
How to Sign Up
- Click “Sign UpApply Now” and complete the sign up process
- Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Account Executives - Payments / Merchant Services
Our client is among the nation’s premier providers of transaction processing services and payment processing technologies. They offer a comprehensive suite of products and services and customized credit card processing programs uniquely tailored for the special business needs of financial institutions, independent sales organizations and agents, and referral and reseller partners.
As a Territory Account Manager, you will be prospecting in the field for new business (home office based) in your protected/assigned territory. You will also have the opportunity to sell contacts outside your market. In your role, you will be developing selling new business through cold calling and referral programs. These programs are built through networking events, meeting with local business groups and community events. In addition, you will be increasing sales through your established bank partnerships as they refer business (you are the bank representative on behalf of the company).
If you are looking for a challenging career and determined to have the potential to earn over $100K year 1, email us for consideration. Seeking representatives that are extremely driven by success, with the ability and acumen to represent to banks and a strong ability to cold call to businesses.
Offering:
- Year 1 Earnings on Average @ plan $85,000++
- Base Salary with Incentive/Guarantee
- Guarantee paid out 6 months $10,000
- Incentive paid on every deal - NO Cap
- Expense Package for Gas, Mobile
- Unlimited commissions
- Residuals!
- Paid training, Full benefit package, Incentive
- Trips/Recognition Programs
- Career Advancement
Requirements:
- College Degree preferred, but not required
- Min. 1 year Outside Sales experience
- Responsible for sales and achieving revenue goals set by management.
- Drive maximum sales productivity
- Ability to sell leads as well as sourcing leads on ones’ own initiative.
- Cultivate new relationships with community bank and referral partners.
- Develop target account lists/account prospects to generate qualified new business opportunities
- Develop and maintain a comprehensive lead management process and documentation.
- Attend meetings with and on behalf of the company and its bank partner to promote awareness, provide updates and perform presentation designed to increase activities.
Direct Sales Recruiting, LLC, (DSR) and DirectHR are National Recruitment organizations partnering with National, Regional and Local Clients to bring qualified candidates a career and a future. DSR offers over 50 years combined Recruitment, Sales and Management experience. We are, along with our clients, an Equal Opportunity Employer and are committed to hiring and supporting a diverse workforce. A M/F/D/V
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
- High School Diploma or GED?????
- Sales, Collections or Customer Service experience???
- Bilingual - Spanish???
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
- Paid sick leave as determined by state or local ordinance, prorated based on start date
- Paid holidays (7 days per year, based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Role Description
- Responsible for the overall loan operations management and oversight of the consumer and commercial loans support staff. This includes document preparation, processing and servicing, account reconciliation and reporting functions, post closing document review and imaging. Supervise all aspects of loan servicing to include payment posting, loan booking and system review. Manage the post-closing function to ensure all Deeds of Trust, UCC’s and Security documents are accurate and the Bank is secured. Oversee the imaging and vault retention of secured documents and legal instruments and ensure they are properly imaged for the review of lenders and audit personnel.
- Research and compile information for use in monitoring the operations of the loan booking new loan and renewal, participation loan and servicing, Post-Closing Review and Imaging areas. Function as a resource for training and information for operations. Provide leadership, as needed, for fellow associates.
- Review/audit management functions and procedures on a consistent basis making recommendations to improve quality and productivity.
- Ensure that the necessary management reporting tools are maintained to accurately measure and report timeliness and quality of service levels, production and error statistics.
- Assist with responses to loan audits and supervise maintenance of the tracking required by the loan reviews. Assist in the preparation responses for examiners, auditors, or external/internal audit and make corrections as necessary.
- Train new, and monitor experienced, personnel to ensure policies and procedures, as well as state and federal regulations, are being adhered to and followed.
- Ensure accuracy and proper use of tracking reports for key information such as UCCs, insurance, account review, etc.
- Establish and monitor performance goals for the respective areas within loan operations. Supervise staffing to ensure optimal performance and production in meeting departmental goals.
- Research, Investigate and resolve record keeping errors or discrepancies in the system.
- Build and maintain successful internal and external member relationships by adhering to loan operation and servicing time constraints. Provide prompt responses and solutions to all member service needs.
Qualifications
- Bachelor’s degree in Business, Finance, Accounting, or a related field (or equivalent combination of education and experience).
- Minimum 5–8 years of progressive experience in loan operations, loan servicing, or lending support within a financial institution.
- At least 3 years of supervisory or managerial experience leading loan operations or similar teams.
- Strong working knowledge of loan documentation, servicing processes, and regulatory compliance requirements in banking.
- Proficiency with core banking/loan servicing systems (e.g., Fiserv, Jack Henry, FIS, CIS, or similar platforms).
- Excellent understanding of commercial, consumer, and/or mortgage loan products and lifecycle.
Requirements
- Experience with syndicated/commercial loan administration or participation/servicing.
- Must have SBA experience
- Microsoft Excel proficiency
Compensation & Benefits
Competitive salary commensurate with experience plus performance bonus, comprehensive benefits package (health, dental, 401(k), paid time off, etc.).
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
- Paid sick leave as determined by state or local ordinance, prorated based on start date
- Paid holidays (7 days per year, based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Overview:
Experience the advantages of real career change
Join Piedmont to move your career in the right direction. Stay for the diverse teams you'll love, a shared purpose, and schedule flexibility that frees you to live for what matters both in and outside of work. You'll feel valued, motivated to be your best, and recognized for your contributions to exceptional patient outcomes. Piedmont leaders are in your corner, invested in your success. Our wellness programs and comprehensive total benefits and rewards meet your needs today and help you plan for the future.
Responsibilities:
The Genetic Counselor for Oncology provides genetic counseling, test coordination, and follow-up for patients in the Piedmont Cancer Genetics Program. Supports referring providers & oncology team, provides cancer genetics education and outreach, and engages in genetics program activities
Qualifications:
MINIMUM EDUCATION REQUIRED:
Master's Degree in Genetic Counseling or equivalent program from an ABGC or ABMG accredited training program required.
MINIMUM EXPERIENCE REQUIRED:
Minimum of 1 year of genetic counseling experience required
MINIMUM LICENSURE/CERTIFICATION REQUIRED BY LAW:
Board Certified in Genetic Counseling by the American Board of Genetic Counseling required. Active (Full) Genetic Counselor License for the State of Georgia required prior to start date.
ADDITIONAL QUALIFICATIONS:
Work experience in oncology/cancer genetic counseling preferred. Experience with Epic and Progeny software preferred.
Business Unit : Company Name: Piedmont Augusta Hospital
Within Tax, our Site Selection & Incentives Advisory practice will assist companies in assessing and selecting new locations for their companies and accessing the myriad tax and other financial incentives offered by national, state and local governments in return for their investment initiatives and economic activity. In addition to traditional business incentives, this position will have a special emphasis on global incentives: identifying and delivering on site selection and incentives opportunities outside the US, as well as identifying in-bound US site selection and incentives opportunities for companies investing into the US from abroad. A specific focus will be on Japanese in-bound companies.
Day-to-day responsibilities
- Meeting with clients, assisting in assessing their needs for new locations or expansions of existing facilities
- Working cooperatively with clients to develop parameters for a new location and selecting variables and data to assist the client with their decisions.
- Developing discounted cash flow models to compare the benefits and advantages of each site under consideration
- Gathering data from national, state and local communities to support the models
- Presenting location analysis to clients and their leadership
- Creating and executing negotiating strategies on behalf of clients seeking credits and grants
- Directing staff as necessary in research, analysis and report preparation, application writing and other relevant tasks
- Presenting client projects to government officials and leading discussions with clients regarding relevant incentives programs and the process involved in qualifying
- Preparing and presenting proposals and qualifications to prospective clients
- Preparing and presenting comprehensive reports regarding the potential financial incentives available, given the client's facts
Essential traits
- Working knowledge of the financial incentives (both statutory and discretionary in nature) available globally
- At least 10 years of relevant experience within a consulting or real estate firm, economic development agency, or a state tax agency
- Bachelor’s degree in a business-related field (masters in economic development highly preferred)
- Superior analytical and problem-solving skills
- Excellent interpersonal and client relationships skills
- Fluency in Japanese strongly preferred
- Dedication to teamwork
- Proficiency in Microsoft Office, with focus on Powerpoint and Excel
- Ability to adapt to ever changing client demands
- Flexibility to travel, as needed
- Supervisory experience
- This is a part-time position
- Excellent written and verbal communication skills that help represent diverse communities
- Experience working with diverse teams
Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:
- Healthcare Coverage: Comprehensive medical, dental, and vision plans.
- Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
- Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
- Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
- Retirement Plans: 401(k) plans with company matching.
Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.
About Kroll
Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll.
In order to be considered for a position, you must formally apply via .
We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.
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The role involves managing transactions, developing client relationships, and mentoring junior staff.
Candidates must have a top undergraduate degree and FINRA licenses, with a demonstrated ability to thrive in high-pressure environments.
The compensation ranges from $1,200,000 to $3,000,000 annually, dependent on qualifications.
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