Alliance Financial Group Bhd Jobs in Usa

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.

Position Summary:

Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.

Responsibilities include but not limited to:

Product & Stakeholder Collaboration

• Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
• Own and manage incoming projects, ensuring alignment with business goals and timelines.

System Enhancement & Support

• Lead enhancements and troubleshoot issues across the SAP ecosystem.
• Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.

Quality & Documentation

• Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
• Assist with audit and security activities to maintain data integrity and compliance.

Technology Leadership & Learning

• Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
• Build expertise in SAP technologies including:
• Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
• Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
• Scheduling & Reporting: Control-M, SAP Fiori Tiles

Continuous Improvement

• Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.

Qualifications:

• Previous experience working with financial systems such as SAP.
• Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
• Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
• Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
• Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
• Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.
  

Preferred Qualifications:

• 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
• Hands-on experience with SAP modules such as ABAP and FPSL.
• Bachelor's degree in Computer Science, Finance, Business, or a related field.
• Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
• Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
• Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.
  

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes)you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best.

Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

This position is a Sunday - Wednesday from 8 AM - 6:30 PM. It may be necessary, given the business need, to work occasional overtime. Our office is located at 1955 W FRYE RD Chandler, AZ.

• Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting
• Obtains referral, authorization and pre-certification information and documents this information in system
• Identifies outstanding balances from patient's previous visits and attempts to collect any amount due
• Trains staff on computer systems, new processes, payer updates and assigned reporting
• Functions as a superuser for primary computer systems
• Proactively identifies and leads department process improvement opportunities
• Works on Special Projects as needed
• Performs the duties of a Patient Access Representative
• Maintains up-to-date knowledge of specific admission, registration, and pre-registration requirements for all areas

What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:

• Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
• Medical Plan options along with participation in a Health Spending Account or a Health Saving account
• Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
• 401(k) Savings Plan, Employee Stock Purchase Plan
• Education Reimbursement
• Employee Discounts
• Employee Assistance Program
• Employee Referral Bonus Program
• Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

• High School Diploma/GED (or higher)
• 2+ years of customer service experience in a hospital, office setting or phone support role
• 1+ years of electronic health record experience
• Ability to work 100% onsite at 1955 W FRYE RD, Chandler, AZ
• Must be 18 years of age OR older

• 1+ years of experience with prior authorizations
• Experience with Microsoft Office products
• Experience in a Hospital Patient Registration Department, Physician office or any medical setting
• Experience in insurance reimbursement and financial verification
• Experience in requesting and processing financial payments
• Working knowledge of medical terminology
• Understanding of insurance policies and procedures
• Ability to perform basic mathematics for financial payments

• Strong interpersonal, communication and customer service skills

• Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.98 to $32.12 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and start earning extra income today!

Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require no previous experience and offer unmatched flexibility. Choose the studies that suit you best—whether online, in-person, or over the phone—and get paid for sharing your opinions.

Don't miss out on this chance to turn your free time into valuable earnings!

Participants are needed on a wide range of topics such as:

• Health Issues (Research for cures and new medications to treat ailments)
• Consumer Products (Your experience with consumer products)
• Shopping (Shopping experiences)
• Internet Usage (How you use the internet)
• Vehicles (recreational vehicles and automobiles)
• Employment (Various types of jobs or career fields)
• Food & Beverages (the consumption of various foods and beverages)
• Entertainment (About TV, movies or video games)
• Social Media (the use of different social media platforms)
• Financial (Banking and investing)
• Retirement (Planning what, when and how)
• Gender (studies based on your gender)
• Housing (Renters or Homeowners)

Compensation:

• Earn up to $250+ in Just ONE Hour! (Focus Group Session)
• Earn up to $3,000+ (Multi-Session Studies)

Benefits:

• Flexibility to take part in discussions online or in-person.
• No commute needed if you choose to work from home.
• No minimum hours. You can do this part-time or full-time
• Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
• You get to review and use new products or services before they are launched to the public.

Qualifications:

• Speak and/or read English
• Must be 18yrs old or older
• Must have either a phone, computer or tablet with internet connection

Experience:

• Start Immediately - No Experience Needed! Anyone Can Participate!

Education:

• Open to all education levels - Your opinion matters!

Certified Registered Nurse Anesthetist | Anesthesiology - General/Other

Location: Alliance, NE

Employer: Wellhart, LLC

Pay: Competitive weekly pay (inquire for details)

Contract Duration: 120 Days

Start Date: ASAP

LocumJobsOnline is working with Wellhart, LLC to find a qualified Anesthesiology CRNA in Alliance, Nebraska, 69301!

Our client in NE is seeking a skilled Anesthetist for a 120-day assignment starting Jun 1, 2026. The role involves a Monday through Friday schedule from 6:30am to 3pm, plus call, where you will manage a variety of cases including orthopedics, endoscopy, and urology, with a strong focus on regionals and blocks, and the ability to work independently.

Responsibilities and Duties

• Must be experienced in regionals and blocks.
• Manage OB cases originating from the ER.
• Work independently in a clinical setting.
• Perform bread and butter cases, including Ortho (total joint, hands, foot), endo, and urology.
• Handle sporadic pediatric, dental, and spine cases.

Additional Information

• EMR: Meditech EHR
• Ability to work independently is required.
• Proficiency in regional anesthesia and blocks is essential.

Benefits

• Strong compensation
• Travel-related expenses covered
• A-rated medical malpractice insurance provided
• Dedicated recruiter for future travel opportunities

What are Locum Tenens Jobs?

Locum tenens jobs, sometimes referred to as travel assignments, are contract positions that help meet patient care needs at various healthcare facilities and hospitals for a defined period. These roles can vary in length from a single week to over a year, often with options for extension.

Medical professionals who undertake locum or travel work possess the same qualifications as permanent staff and frequently opt for these roles due to benefits such as competitive remuneration and greater scheduling flexibility.

About Wellhart, LLC

Wellhart was founded in 2018 with a mission to tackle the urgent healthcare staffing problem at commercial medical facilities and local, state, and federal government agencies. We're continuously adding new and highly-skilled MDs, CRNAs, nurse practitioners (NPs), and physician assistants (PAs) who work as anesthesiology professionals, hospitalists, emergency medicine professionals, and radiologists to our database. 

Our mission is to consistently provide the most elevated level of quality staffing and to offer exceptional client/provider solutions. Wellhart’s ongoing goal is to establish positive, lasting partnerships between our skilled team of motivated professional recruiters, our invaluable providers, and our respected clients. 

Whether you’re a new graduate just getting started, or a retiree looking to make some extra money, locum tenens provides benefits that appeal to skilled medical professionals of all ages and situations. Becoming a locum tenens provider allows you to:

*Travel the United States and see new places.
*Keep your skills sharp, while learning new ones along the way.
*Set your own schedule.
*Earn more money than permanent providers.
*Experience new practice settings.
*Make a difference in areas that are struggling with healthcare worker shortages.

Join the Wellhart team! 

1715781EXPPLAT

Doctor of Medicine | Family Practice

Location: Alliance, NE

Employer: Weatherby Healthcare

Pay: Competitive weekly pay (inquire for details)

Start Date: ASAP

LocumJobsOnline is working with Weatherby Healthcare to find a qualified Family Practice MD in Alliance, Nebraska, 69301!

If you are seeking a new opportunity or would simply like to learn more about locum tenens, give Weatherby a call today for details.

• 10-15 days per month rotating outpatient clinic, OB call and ER
• 18 - 20 patients per day in primary care clinic
• ER sees 4300 volume per year with single coverage
• Mid-level support seeing 8-12 patients per day
• Suturing and suture removal skills required
• EM experience preferred for ER rotation capability
• PALS, ACLS, and BLS certification required
• 12 or 24 hour ER shifts available
• Paid malpractice insurance; pre-paid travel and housing expenses
• Assignment details and time entry in online portal
• Competitive compensation
• 24-hour access to your Weatherby Healthcare consultant
• Charter member of NALTO

About Weatherby Healthcare

Weatherby Healthcare is part of the CHG Healthcare family of staffing companies, which leads the locum tenens industry in size and quality. Since 1995, we’ve leveraged our nationwide network to connect locums professionals with the best jobs. We offer specialty-focused consultants for nearly 100 specialties of physicians, PAs, and NPs. These experts simplify the locums process from start to finish, backing you up with award-winning 24/7 support. In addition to providing competitive pay and malpractice coverage, we assist you with credentialing, licensing, travel, and housing. To learn more about how we make your life easier, visit

1714114EXPPLAT

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.

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).

Job Title: District Manager

Location: Travel Required

Reports To: Director of Operations

Department of Labor Classification: Salary Exempt

Work Week: 50 to 55-hour work week with varied scheduled to support business needs.

Travel Requirements: Willing to travel approximately 25% or more when

Our Culture is much more than a page on a website or an inspirational poster on a wall. To us, our culture is who we truly are and what we love to do. We use it to make every decision in our company. We encourage our team to live by it and hold each other accountable to it. We base hiring, promotions, team member reviews, performance and communication off of it.

Our Culture consists of the 4 Core Values mentioned and we use them every day. Walk into any of our cafes and you will see them prominently displayed. We believe our culture is one trait that sets DYNE Hospitality Group apart from the rest.

• 
  
• Invest In People
  
• Understand Why
  
• Make Smart Decisions
  
• Make It Happen
  

DYNE Hospitality Group offers competitive wages, benefits, and long-term career growth.

Job Summary:

The focus of this position is to provides operational support for General Managers for up to 8 – 10 cafes.

Duties/Responsibilities:

• 
  
• Recruit, train, and develop General Managers.
  
• Ensure that the cafes adhere to company policies, procedures, safety & cleanliness standards.
  
• KPI: Managing and meeting café targets.
  
• Manage and monitor the cafe's P&L reports.
  
• Address operational and people issues in a timely manner.
  
• Ensure guest satisfaction goals are being met.
  

FINANCIAL RESULTS:

• 
  
• Monitor Daily & Weekly KPI metrics.
  
• Monthly P&L review
  
• Develop strategies for sales growth.
  

DYNE CULTURE / LEADERSHIP:

• 
  
• Models and lives out the DYNE mission and Pillars of Culture.
  
• Responsible for people development and succession planning.
  
• Commitment to personal development & strive to continuously improve your leadership skills.
  

Required Skills/Abilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• 
  
• Excellent verbal and written communication skills
  
• Excellent management and supervisory skills.
  
• Excellent written and verbal communication skills.
  
• Excellent organizational and time management skills.
  
• Proficient in Microsoft Office Suite or similar software.
  

Education and Experience:

• 
  
• Bachelors degree preferred or equivalent experience.
  
• 2-5 years or more of related experience is required.
  

PI0da11b18d547-3631

Are you a leader who has the following traits?

• Competitive
• Business-minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you

You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and-benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations6

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide clients

• 5.1 million LIVES PROTECTED.
• Includes all owners of individual life insurance and annuity policies.
• $983 million LIFETIME ANNUITY INCOME PAID.
• Includes all payouts on individual income annuity products.
• $6 billion IN LIVING BENEFITS AWARDED.
• Includes life and annuity cash value accumulation and qualifying policy dividends paid.
• Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
• Includes term, whole, and universal life.

$120,555

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  
• Develop and deliver risk management strategies for each customer based on their risk profile
  

What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.

You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. 

• High school diploma required; bachelor’s degree preferred
  
• Some experience with accounting or sales lead software is beneficial
  
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  
• Some computer skills with ability to use Microsoft Office is required
  

• Experience in financial services or insurance industry is preferred, but not required.
• Ability to build and maintain strong client relationships through effective communication and trust-building.
• Proven track record of meeting or exceeding sales targets and quotas.
• Strong analytical skills to assess client needs and develop tailored financial solutions.
• Ability to stay informed about industry trends and regulatory requirements.
• Excellent organizational skills to manage multiple client accounts and documentation efficiently.
• Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Compensation details: 12 Yearly Salary

PId0114d66

Description

This position may sit in:

Reed City, MI

Murfreesboro, TN

Londonderry, NH

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

As a Finance Analyst, the role will carry out responsibilities such as but not limited to supporting the reliability of financial information and operational key performance indicators to make appropriate decisions.

Additionally, this position will collaborate with the operation management control team to ensure efficient processes, accurate financial reporting, and adherence to industry standards.

The role involves an intensive training program designed to propel you to the next stage of your career. For 12 months, you'll benefit from a customized on-boarding and coaching process, including:

• Virtual training to open your knowledge on various topics
• In class training with experienced internal trainers from LACTALIS USA to anchor knowledge and get familiar with the LACTALIS financial tools.
• On-the-job training supported by your manager to develop your industrial culture and finance practices.

This accelerator framework is designed to promote you to an upper position within 2 years across the US. To support your US mobility, LACTALIS Group provides you with a mobility package.

From your STORY to ours

1. Financial Analysis

• Assist in financial analysis and reporting, including budgeting, forecasting, and variance analysis.
• Collaborate with cross-functional teams to gather financial data and ensure accuracy.
• Participate in capital investment requests.
• Respond to ad hoc requests from managers.
• Prepare costing and evaluate the new projects related to operations.

2. Process Improvement

• Identify areas for process improvement within operational management control.
• Work with team members to implement streamlined and efficient processes.

3. Data Management

• Maintain and update financial databases, and systems.
• Ensure the integrity and accuracy of financial data.

4. Documentation and Reporting

• Prepare regular reports on key performance indicators (KPIs) for operational control.
• Assist in the documentation of financial policies and procedures.

5. Communication and Collaboration

• Communicate financial information effectively to team members and stakeholders.
• Collaborate with various departments to gather operational data for financial analysis.
• Participate in actions plans and follow ups on activity improvement.

6. Audit Support

• Provide support during internal and external audits.
• Ensure compliance with regulatory requirements and company policies.

Requirements

From your EXPERTISE to ours

Education

• Bachelor's degree in finance, accounting, food science, engineering

Experience

• 1-2 years of experience in financial analysis or operational management control.

At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

40

Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay Range: $37.19 - $46.88

Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.

Business development and client relationship building

• 
  
• Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
  
• Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
  
• Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
  
• Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
  
• Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
  
• Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
  
• Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
  
• Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours
  

Cultivate and maintain productive working rapport with credit union personnel on all levels

• 
  
• Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
  
• Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
  
• Serve as subject matter expertise
  
• Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
  
• Mentor licensed Bankers and FC1 within assigned market
  

Personal and professional development

• 
  
• Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
  
• Maintain industry education and work toward advanced designations (CFP, ChFC)
  

Maintain excellent compliance and operational standards.

• 
  
• Understand and adhere to all internal written supervisory principals
  
• Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
  
• Timely completion of all required regulatory continuing education
  
• Proficiency with all paperwork and processes
  

• 
  
• Bachelor's degree or 4 years of equivalent directly related experience
  
• Minimum of 6 years directly related experience
  
• Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
  
• Must have experience in providing planning and implementing strategies (software and product solution expertise)
  
• Strong Knowledge of investment and insurance products
  
• Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper
  

• 
  
• CFP, ChFC
  
• Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

#LI-JF1

Job Summary

The Senior Manager of Financial Planning & Analysis for Ancillary Services will drive financial excellence by providing oversight of budgeting and financial management as well as ownership of the P&L.

Essential Job Functions

• Prepare, maintain, and analyze P&L statements and budgets to identify variances, cost trends, and growth opportunities.

• Execute financial planning and analysis activities to support profitability improvement and operational efficiency initiatives.

• Develop, update, and maintain financial proformas and annual budgets.

• Track and report on gross margin performance, identifying drivers of variance and recommending practical improvements.

• Work closely with internal departments and practice leaders to gather financial data, validate assumptions, and support performance improvement initiatives.

• Provide detailed financial analysis to support decision-making.

• Assist in implementing programs and initiatives designed to drive cost-effective and high-quality operations.

• Support the documentation and consistent application of financial policies, procedures, and internal controls.

• Prepare accurate and timely month-end, annual, and ad-hoc financial reports.

• Complete special projects and additional responsibilities as assigned.

*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.

Education, Experience, Skills, and Requirements

• Bachelor’s degree in finance or accounting required; CPA/MBA preferred.

• At least 3-5 years of accounting/finance experience in the healthcare industry.

• Proficient in MS Office applications and accounting software.

• Knowledge of financial systems, financial principles and control mechanisms, guiding financial excellence.

• Proactive mindset with an innate ability to anticipate emerging business challenges.

• Exceptional communication skills, both written and verbal, combined with outstanding interpersonal and customer service abilities

• Some travel as needed.

• Knowledge of HIPAA Security preferred.

Core Competencies

Accountability:

• Demonstrate an understanding of the link between one's own job responsibilities and overall organizational goals and needs.

Analytical Thinking:

• Demonstrate the ability to deconstruct information into smaller categories in order to draw conclusions.

Decision Making:

• Manage to make the right decision in complex situations.

Management and Leadership:

• Demonstrate the ability to influence and guide members of an organization.

Result Oriented:

• Demonstrate knowledge in setting and achieving challenging goals.