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The Merker Group (a well respected National legal recruiting firm), is working on a role for a one of our top Am Law 100 firms in search of a sophisticated practitioner to represent a diverse portfolio of elite clients, including founders of emerging tech companies, principals at leading investment funds (PE/Hedge), and multi-generational high-net-worth families.

You will serve as a primary legal counselor, managing the intersection of personal wealth, corporate structure, and long-term legacy planning.

Key Responsibilities

• Strategic Advisory: Counsel clients on the full spectrum of financial affairs, including high-level estate and income tax optimization, corporate restructuring, and the governance of family offices and private trust companies.
• Advanced Wealth Transfer: Design and implement complex vehicles such as GRATs, SLATs, ILITs, and DIGTs to maximize tax efficiency and mitigate future disputes.
• Fiduciary Administration: Lead all aspects of estate and trust administration, including sophisticated modification strategies like trust decanting, mergers, and nonjudicial settlement agreements.
• Philanthropic Impact: Facilitate complex charitable goals through the establishment of private foundations, donor-advised funds (DAFs), and major grant arrangements.
• Tax Compliance: Oversee the preparation of intricate federal filings (e.g., Forms 706 and 709), navigating specialized tax code provisions such as GST allocations and payment extensions under Sections 6161 and 6166.

Candidate Qualifications

• Education: JD or LLM from an accredited institution.
• Experience: A minimum of 3+ years of dedicated experience in premium estate planning and GST tax strategy.
• Technical Proficiency: Proven track record drafting comprehensive testamentary and lifetime planning documents within an intricate legal framework.
• Analytical Rigor: Ability to conduct deep-dive legal research into multi-jurisdictional and cross-border tax issues.
• Licensure: Must be a member in good standing of a U.S. State Bar (with the ability to waive into the local jurisdiction if necessary).

Work Environment & Compensation

• Model: Modern hybrid work structure (partial in-office presence required in a major metropolitan hub).
• Compensation: Competitive market-based salary ($235k–$325k range) with a comprehensive executive benefits package and performance-based bonus eligibility.

Apply Now or email Kevin at to discuss confidentially.

We are seeking an Administrative Specialist (Client File Management) to join our team.

Hourly Range: $16.50 - $18.50

This role is responsible for uploading documents, managing/auditing and entering data into the electronic management systems associated with Cornerstones of Care and the Kansas Department for Children and Families (DCF). This role requires strict standards of confidentiality, excellent communication, and customer service skills to manage a wide range of sensitive records and documents from diverse sources and stakeholders. As a member of the KS Foster Care team, you will work with other team members and report to our Administrative Manager.

WHAT YOU WILL DO:

• 
  
• Completes data entry and uploading of designated items into Department of Children & Families (DCF) and Cornerstones of Care electronic client management systems (i.e., Care Match & Avatar).
  
• Organizes and maintains youth files including client records, in accordance with agency/program standards, Department of Children & Families requirements, and other governing directives.
  
• Duties could include maintaining court calendar & court documents, tracking the acquisition of various records, and ensuring client files correctly contain all necessary documentation.
  
• Perform periodic client file audits according to both external and internal expectations laid out by Cornerstones of Care and the Department of Children and Families.
  

WHAT YOU WILL BRING:

Our ideal candidate will have 2 years of administrative, clerical, and/or quality assurance experience, in addition to familiarity with electronic medical record maintenance, and the following:

• 
  
• Bachelor's or Associate's degree in related field, preferred.
  
• Familiarity with Foster Care Case Management, preferred
  

REQUIREMENTS:

• 
  
• High school diploma or equivalent with 2 years of relevant experience.
  
• At least 21 years of age and pass background check, physical, and drug screening.
  
• A valid driver's license, proof of current vehicle insurance, and reliable transportation.
  

WHO WE ARE:

Cornerstones of Care is a mental and behavioral health nonprofit certified in trauma-informed care that provides evidence-based prevention, intervention, treatment, and support services to help children and families improve their safety and health by making positive changes in their lives. Each year, our team empowers children and families in Kansas, Missouri, and beyond through three key service areas:

• 
  
• Youth & Family Support - We help youth gain independence through social and living support programs while empowering families with the skills and resources they need to become resilient and successful.
  
• Foster Care & Adoption - We reunify and unite families while recruiting and providing support to foster parents and youth in foster care.
  
• Education & Community Trainings - We help students achieve academic success while giving educators the tools to create safe learning environments to improve their students' behaviors and offer innovative learning opportunities to build and improve knowledge in the community.
  

CORNERSTONES OF CARE'S ORGANIZATIONAL COMMITMENTS:

• 
  
• Nonviolence - helping to build safety skills and a commitment to a higher purpose.
  
• Emotional Intelligence - helping to teach emotional management skills.
  
• Social Learning - helping to build cognitive skills.
  
• Open Communication - helping to overcome barriers to healthy communication, learn conflict management.
  
• Democracy - helping to create civic skills of self-control, self-discipline, and administration of healthy authority.
  
• Social Responsibility - helping to rebuild social connection skills, establish healthy attachment relationships.
  
• Growth and Change - helping to work through loss and prepare for the future.
  

OUR WIDE STATEMENT:

At Cornerstones of Care, we commit to fostering a community where every individual, regardless of background or identity, feels deeply welcomed, valued, and empowered. We envision a diverse community where inclusion and welcoming are prioritized. A community where all voices are heard, listened to, and respected. A community where everyone's physical, emotional, social, and psychological needs are met. At Cornerstones of Care, we have a vision where equity is not just a goal but is present in all we do; every team member feels empowered to authentically contribute to their fullest potential. We hold a collective commitment to WIDE (welcoming, inclusion, diversity, and equity) that will drive us forward as a stronger organization.

OUR DIVERSITY STATEMENT:

• 
  
• We partner for safe and healthy communities.
  
• We cultivate a culture in which children, families, team members, volunteers, donors, and community partners feel welcomed, safe, respected, empowered, and celebrated.
  
• We value diversity of race, religion, color, age, sex, national origin or citizenship status, sexual orientation, gender identity and expression, geographical location, pregnancy, disability, neurodiversity, socio-economic, and military status.
  
• We stand for anti-racism, equity, and inclusivity.
  
• We insist and affirm that discrimination and violence have no place in safe and healthy communities, including in our organization.
  
• We strive toward a more welcoming, inclusive, diverse, and equitable organization through our policies, partnerships, and practices.
  

OUR BENEFITS:

Cornerstones of Care offers a competitive benefits package, which includes:

• 
  
• 9 Paid Holidays, Unlimited Paid Time Off, and Paid Sick Leave
  
• Team members who work at least 30 hours per week are eligible for
  
  • 
    
  • Health insurance benefits (medical, prescription, dental, vision)
    
  • Cafeteria plans (Health Savings Account (HSA) and Medical and Dependent Care Flexible Spending Accounts)
    
  • Ancillary insurance benefits (accident insurance, critical illness insurance, hospital indemnity insurance, short-term disability insurance, voluntary life)
    
  • Cornerstones of Care provides long-term disability insurance and basic term life/AD&D insurance at no cost to the team member
    
  
  
  
• Retirement savings plan (401K) with employer match
  
• Pet Insurance
  
• Employee assistance program (EAP)
  
• Tuition reimbursement program
  
• Public Service Loan Forgiveness.
  
• To view more information on our benefits, please visit our Job Openings page at Join Our Team - Cornerstones of Care to download the current benefits guide.
  

Questions?

Please contact: Cornerstones of Care, People Experience Team

8150 Wornall Rd., Kansas City, MO 64114

Phone: Fax:

Like us on Facebook at: cornerstonescareers

Cornerstones of Care is an Equal Opportunity Employer

Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Our Company

Trail Ridge Wealth Management, Inc. (TRWM), provides wealth management services to high-net-worth individuals and families and the trusts and charities they create. Services are provided through two wholly owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA), is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC), is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming. TRWM is owned by its five founders, who are active in the company as officers and/or directors.

Why Work at Trail Ridge Wealth Management?

TRWM’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

About the Client Coordinator Role

We pride ourselves in delivering an exceptional experience to our clients. Good communication with our clients is critical: it must be timely, responsive, and delivered with empathy and a sense of urgency. The Client Coordinator plays an important role in defining the day-to-day experience of the company’s clients. The Client Coordinator not only interacts regularly with clients in servicing their accounts, but also with their account custodians. The successful candidate will join an experienced team of advisors and professionals servicing high net-worth individuals and the trusts and charitable organizations they create and will have a commitment to and passion for delivering exceptional service to the company’s advisors, clients, and associates.

Client Interaction and Relationship Management

Client Service

·      Serve as a point of contact for TRWM clients, handling inquiries, requests, and money movement and resolving issues in a timely, professional, and empathetic manner, consistent with TRWM Service Standards, as directed

·      Refer client requests to appropriate colleagues, as needed

·      Process IRA qualified charitable distributions

·      Work closely with advisors and trust officers to serve various client needs

·      Maintain client confidentiality and assist in identifying potentially fraudulent activity

Client Meeting Preparation

·      Prepare and organize meeting materials, including performance reports, agreements or forms that need to be updated, etc.

·      Schedule meetings, consistent with the frequency and format specified in their Client Priorities and Communications Preferences forms, as directed

Client Education. Show clients how to read custodian and/or trust statements and access and navigate custodian and company online portals.

Operational and Administrative Support

Account Setup and Maintenance

·      Prepare and process client paperwork and documentation, including new account acceptance forms, account applications and related documents, asset transfer forms, and investment advisory agreements

·      Initiate and monitor custodian service requests and communicate with custodians as needed to resolve such requests

·      Contact financial services companies and other service providers on behalf of TRTC clients, as directed, to add TRTC as an authorized party, to obtain relevant documentation, etc.

·      Complete documents accurately and timely

·      Properly save documents to the client file, consistent with TRWM’s service standards

·      Maintain digital signature (e.g., DocuSign) templates

CRM Utilization

·      Use and maintain the company’s client relationship management (CRM) software (e.g., Wealthbox) to track all client information and interactions

·      Use the CRM to organize tasks and track workflows

·      Set up new clients in the CRM as part of the new client onboarding process

·      Input and update CRM data accurately and completely

Backup for Administrative Support Functions, including:

·      Pay bills and make disbursements on behalf of clients, as instructed

·      Answer and route office phone calls and emails

·      Process mail: Retrieve, scan, label, save according to our policies and procedures

·      Manage office supply inventory and office equipment

·      General office organization

·      Office vendor management

General

·    Service Standards.  Comply with TRWM’s service standards.

·    Compliance. Comply with company policies and procedures and applicable laws and regulations.

·  Workflows and Processes. Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.

·  Accuracy and Timeliness. All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.

·   Communication with Colleagues. Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

·      Complete other tasks as assigned.

Trail Ridge Values

·      Accountability. I take ownership of decisions and results within the scope of my role.

·      Initiative.  I identify what needs to be done and take appropriate action without needing to be asked.

·      Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

·      Collaboration. I work in partnership with others to accomplish goals and tasks.

·      Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations. If my role is not client facing, I consider and understand how my work affects our clients and am guided by that focus

·      Learning Orientation. I develop my knowledge, skills, and abilities to continuously improve.

Qualifications

●    High school diploma required; bachelor’s degree preferred

●    Minimum of 2 years of experience in the financial services industry; at least 3 - 5 years of such experience preferred

●    Superior organizational, time management, and written and oral communication skills

●    Process-driven and proactive with excellent problem solving and analytical skills

●    Excellent attention to detail and ability to focus

●    Ability to manage multiple tasks, systems, and processes while meeting deadlines

●    Experience with Microsoft Office, particularly Excel and Word, required

●    Familiarity with Google Workspace and DocuSign preferred

●    Ability to lift 20 pounds

●    Valid driver’s license

●    Pass a basic computer skills assessment

Benefits

In addition to rewarding and meaningful work, we offer, for eligible employees depending on the number of hours worked*:

• 401(k) qualified retirement plan with company match
• Medical and dental plans
• Paid life insurance
• Paid short-term and long-term disability coverage
• 10 paid holidays per year
• Generous paid time off (PTO) program

* TRWM’s Employee Handbook contains details regarding eligibility for each benefit program

Compensation: $20-30 hourly, depending on experience and qualifications.

Work Hours: This is a full-time position (40 hours per week) in our Fort Collins office.

ProSidian Consulting seeks a Management and Operations Consulting Senior Manager to lead and support design, development and delivery of client solutions for the Firm's Consulting Practice. The Senior Manager plays an integral role in successfully designing, planning and executing client engagements and building the firm's reputation for quality service. This includes researching, pursuing, and documenting possible business opportunities; supporting and managing our proposal development process; managing client relationships and deliverables; and developing teams while communicating with appropriate stakeholders.

The Senior Manager is responsible for business development, client engagement management, thought leadership, market presence, and team-building/leadership of Management Consultants. ProSidian's business development initiatives include but are not limited to proposal writing, responding to requests for information/sources sought, client presentations and capabilities briefings, attending industry and client conferences and general meetings, and creating awareness of the firm.

This position will identify solutions to important client challenges/opportunities, produce results for engagement team deliverables and internal firm initiatives, drive change and impact client outcomes. The Senior Manager provides oversight and management of professional consultants to insure consistent, high quality service delivery in a cost effective manner for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

Although daily activities may change and evolve, the following represents initial primary areas of activity: 15% Internal Operations Focus, 45% Business Dev Initiatives, 45% Client Service. Other responsibilities include, but are not limited to, working with other consultant practices and company business units, interfacing with contract On-Demand resources, and working with other Engagement Team Members (new employees, fellows, contractors, and collaborating partners) to develop or support business opportunities.

Industry Focus: Strategically diversified services offered by ProSidian Consulting for Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.

Business Development:

• Actively participate in business development activities, by coordinating and/or leading proposal or engagement teams while creating strong working relationships with clients.
• Develop a sales strategy that identifies targeted accounts, account planning, consulting service product packaging, proposal development, proposal delivery, and processes for closing the deal.
• Implement a strategic sales action plan which clearly demonstrates target goals and sales success and manage practice action plans to grow sales, create new service offerings and offer thought leadership to find solutions to important client challenges.
• Provide leadership to ensure consistent, high quality and cost effective service delivery.
• Responsible for conducting follow-up calls and visits as required for maximizing a strong close ratio.
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Work with business development teams to close new sales opportunities.
• Any other Business Development responsibilities as required

Client Engagement Management:

• Build, develop and maintain long-term relationships with clients at the C-Suite level.
• Conduct quantitative and qualitative analysis, including financial or business modeling, and coordinate and execute research, data collection, and analysis
• Create a services mix that demonstrates a high-level of professionalism and a clear understanding of a client's unique business needs.
• Develop and offer services that reflect an understanding of a client's unique business needs and offer client market specific solutions that are measurable.
• Develop, Implement and present solutions and recommendations
• Engagements will address a wide range of strategy and business issues that may include strategy sessions, strategic planning, and evaluation strategic client initiatives.
• Structuring and performing analysis, and conducting primary research, to uncover the insights that support our recommendations to clients
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Any other Client Engagement Management responsibilities as required

Thought Leadership:

• Assist the firm in efforts to strengthen market presence such as bylining articles, speaking at key conferences, and publishing.
• Be an active participant within a team that provides thought leadership, project support artifacts and analytical concepts for use within the practice.
• Presenting at team and client meetings, and determining the most practical way to drive lasting results based on your insights
• Provide thought leadership to deepen and expand the firm's product offerings and client solutions.
• Researching and creating Frameworks to deliver solutions that solve problems and enhance client operations
• Support and contribute to the development of intellectual capital for the firm.
• Any other Thought Leadership responsibilities as required

Personnel Management:

• Consultants will include a mix of independent contractors as well as employed subject matter experts as business needs dictate.
• Develop, coach and recruit talented consulting team members.
• Lead engagement teams on complex projects and develop junior team members
• Responsible for contributing to employee performance appraisals or annual contract employee reviews.
• Responsible for project management oversight, supervision, and leadership and building a team of consultants who deliver quality projects in consulting area.
• Any other Personnel Management responsibilities as required

Collaboration and Team Building:

• Assume ownership of projects while simultaneously leading a team.
• Comfortable reporting and working in a matrix organization.
• Delegate or accept delegation to promote client engagement opportunities and/or client relationships.
• Performs other duties as assigned.
• Supporting and leading business development initiatives and proposal writing
• Taking on stimulating challenges including corporate and business unit strategy, regulatory compliance initiatives; business process reviews, assessments, and improvement initiatives; organizational effectiveness and optimization, and training and talent management initiatives.
• Any other Collaboration and Team Building responsibilities as required

Senior Managers generally have a BA or equivalent qualification, an MBA or equivalent degree, and 10-15 years' experience including managing large global projects with at least 50% in Management and Operations Consulting. These professionals perform roles of solution and technical architects for new business development while also responding to new and current client needs, providing oversight on engagement operations, and managing client relationships.

Lead and pilot on engagement pursuits. Engagement manager; manager of day-to-day client relationship; aligned to industry or functional domain. Your skills & behaviors that demonstrate success include all activities from previous levels (Level 1, Level 2, Level 3, & Level 4). There are three stages to Senior Managers at Level 4 (Senior Manager 4.1, Senior Manager 4.2, & Senior Manager 4.3)

A successful Senior Manager level professional at ProSidian is able to oversee multiple engagements and multitask on internal operations and engagement requirements deliverable service quality. The Senior Manager level professionals that excel are comfortable in a small, dynamic, yet growing environment where Management and Operations Consulting entails multiple types of engagements and activities focused nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

• Teamwork ability to foster teamwork collaboratively as a participant, and effectively as a team leader
• Leadership ability to guide and lead colleagues on projects and initiatives
• Business Acumen understanding and insight into how organizations perform, including business processes, data, systems, and people
• Communication ability to effectively communicate to stakeholders of all levels orally and in writing
• Motivation persistent in pursuit of quality and optimal client and company solutions
• Agility ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
• Judgment exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
• Organization ability to manage projects and activity, and prioritize tasks

• Business Tools understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
• Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors

Join us as a Client Director to play a highly influential role in protecting our clients and growing our business.

Our Client and Broker Engagement (CBE) team manages AIG's major client relationships across all product lines, as well as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client's needs.

The team serves major clients and broker partners through an elevated, personalized experience our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client's needs.

What you need to know:

AIG General Insurance has an exciting opportunity for a Client Director in Chicago. The responsibilities will involve management of key client and broker relationships in the area. A successful candidate will have proven ability to align and influence internal and external stakeholders, is an effective communicator, has the ability to build commitment, and is tolerant of ambiguity. Key attributes for the role include leadership, creativity, collaboration, strong influential skills, presence, vision and broad insurance knowledge.

How you will create an impact:

Client Engagement:

• Build valuable client relationships with key personnel, including C-suite executives
• Serve as the senior AIG point of contact for key client partners
• Formulate Strategic Action Plans with clients in order to identify critical client focus areas, existing AIG alignment and forward looking opportunities for increased partnership
• Identify and maintain regular collaborative dialogue with key business influencers at major brokerage operations

Internal Management:

• Champion new and existing business initiatives working with the Broker Marketing Executive, Broker Marketing Leader, Broker Engagement and Underwriting Business Partners.
• Collaborate with Zonal leadership to ensure Client Centric Focus is integrated into all Zonal sales and business planning
• Develop and implement collaborative marketing strategies to achieve business production and performance goals for the Zone
• Manage account and product portfolio across Distribution and Profit Center resources
• Drive the AIG value proposition and ensure that clients are aware of the array of products, services and solutions (enterprise-wide) available and enhance exposure to AIG
• Develop plans to improve portfolio and account performance, enhance service and strengthen relationships with major account clients
• Deliver results in new business production and cross selling from existing clients in line with set objectives
• Meet or exceed client retention and premium retention goals for Major Account Segment in the Zone

What you'll need to succeed:

• 10+ years of experience
• Proven client relationship / management experience
• Experience in P&C Insurance
• Ability to build relationships, internally and externally
• Ability to influence brokers, clients, peers, senior executives and staff
• Ability to manage complex global insurance relationships
• Strong financial and accounting skills to effectively engage at the senior management level
• Strong problem solving abilities.

For positions based in Illinois, the base salary range is $125,000 to $173,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here:

At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.

Enjoy benefits that take care of what matters

At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial securityas well as your professional developmentto bring peace of mind to you and your family.

Reimagining insurance to make a bigger difference to the world

American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.

Welcome to a culture of inclusion

We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.

AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to .

The IT Business Application Manager is a strategic leadership role within the hospital's Information Technology department, responsible for overseeing the planning, implementation, and support of enterprise business applications that are critical to clinical and administrative operations. This role ensures that technology solutions align with the hospital's mission of delivering exceptional patient care and operational excellence.

Key Responsibilities

• Lead the lifecycle management of business applications including Enterprise Resource Planning (ERP), financial systems, HRIS, and other operational platforms.
• Collaborate with department heads and leaders to assess needs, define requirements, and implement solutions that improve workflow efficiency.
• Direct, coach and mentor a team of application analysts and support staff, ensuring timely resolution of issues, system upgrades, and user training.
• Deliver regular performance evaluations, provide coaching and development plans, and handle disciplinary actions or terminations as needed in accordance with HR policies.
• Serve as the primary liaison between IT and business units for application-related initiatives, including vendor management and contract negotiations.
• Oversee change management processes, ensuring compliance with hospital policies, regulatory standards, and data security protocols.
• Track and analyze key performance indicators and service level agreements to ensure systems operate efficiently, reliably, and in alignment with user expectations.
• Participate in strategic planning and budgeting for IT initiatives, aligning application strategies with organizational goals.

Required Qualifications

• Education: Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field.
• Leadership Experience: Minimum of 3 years of progressive experience in Information Technology, including leadership roles.
• Application Management: Proven experience managing complex business applications (such as ERP, HRIS, or CRM systems), including hands-on involvement in software implementations and upgrades.
• Methodologies: Strong understanding of application management and software development methodologies (e.g., Agile, Waterfall) and when to apply them.
• Technical Proficiency: Familiarity with enterprise software ecosystems and integration between applications.
• Soft Skills: Excellent communication, leadership, and interpersonal skills, with the ability to communicate technical concepts to non-technical stakeholders and to lead diverse teams.

Preferred Qualifications

• Workday Experience: Demonstrated experience in managing the Workday platform or similar enterprise resource planning (ERP) systems. This includes knowledge of Workday modules, configuration, and deployment of new features.
• Process Improvement: Familiarity with business process management and optimization techniques to streamline workflows and enhance application usage.
• IT Infrastructure Knowledge: Knowledge of IT infrastructure management and operations, to better understand how applications interact with the broader IT environment.
• Certifications: Relevant certifications (e.g., ITIL for service management, Workday certification, or PMP for project management) that demonstrate expertise and commitment to professional development.

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

• Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
• Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
• New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
• Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
• Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
• Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

• Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
• Experience: 10-15+ years in wealth management.
• Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
• New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
• Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

• A collaborative, supportive environment with a strong focus on client success.
• Opportunities to work with an exclusive clientele and expand your professional network.
• The ability to make a tangible impact on clients' long-term financial legacies.

Senior Vice President (SVP) of Account Management

WHO WE ARE

BUNTIN is a fiercely independent, full-service, Adweek-recognized “Top U.S. Ad Agency.” Headquartered in Nashville for more than 50 years, our $230MM agency proudly serves a roster of tenured clients, including SERVPRO, Champion Petfoods, Trex, CFP Board, Republic Bank, and more. Our mission is to build Brand Conviction in a world that too often stops at Brand Attention.

JOB OVERVIEW

As the Senior Vice President (SVP) of Account Management, you will lead and oversee the account management team, building and maintaining strong client relationships and ensuring the successful delivery of advertising services. You will play a pivotal role in driving growth, maximizing client satisfaction, and fostering collaboration with internal teams to achieve business objectives.

Responsibilities:

Leadership and Team Management:

• Provide visionary leadership to the account management team, setting clear goals and expectations.
• Foster a positive and high-performance work culture, promoting teamwork and professional development.
• Manage and develop account management staff through coaching, feedback, and career planning.

Client Relationship Management:

• Serve as the primary point of contact for key client accounts, establishing and nurturing long-term relationships.
• Understand clients' business objectives, marketing strategies, and advertising needs to provide tailored solutions.
• Identify opportunities for account expansion and upselling additional services.

Business Development:

• Collaborate with the business development team to identify new opportunities and cultivate leads.
• Participate in client pitches, presentations, and contract negotiations to secure new accounts.
• Develop strategic account plans to drive client retention and growth.

Campaign Strategy and Execution:

• Work closely with clients to develop effective advertising strategies and campaigns.
• Oversee the execution of advertising campaigns, ensuring they align with clients' goals and brand guidelines.
• Analyze campaign performance data and provide insights and recommendations for optimization.

Budget and Resource Management:

• Develop and manage account budgets, ensuring profitability and cost-effectiveness.
• Allocate resources efficiently to meet client needs and maintain high-quality deliverables.

Cross-Functional Collaboration:

• Collaborate with internal teams, including creative, media, analytics, and technology, to ensure seamless project delivery.
• Foster communication and collaboration across departments to enhance overall business performance.

Industry Trends and Best Practices:

• Stay updated on advertising industry trends, emerging technologies, and best practices.
• Apply industry knowledge to enhance service offerings and stay ahead of the competition.

Requirements:

• Bachelor's or Master's degree in Marketing, Advertising, Business, or a related field.
• Proven experience (typically 10+ years) in account management or client servicing within the advertising industry.
• Strong leadership and team management skills with a track record of developing and mentoring teams.
• Demonstrated success in building and maintaining long-term client relationships.
• Excellent communication, negotiation, and presentation abilities.
• In-depth knowledge of advertising strategies, digital marketing, and industry trends.
• An analytical mindset with the ability to interpret data and drive data-driven decision-making.
• Business acumen and strategic thinking to drive revenue growth and achieve organizational goals.

BUNTIN CULTURE

BUNTIN is headquartered in a completely revitalized 1920s-era train maintenance shed in Nashville’s Railyard District. We embody the legacy of hard work that’s taken place in this railyard day after day through the work we do for our clients with Ambition, Insight, Creativity and Hustle. These make up the foundation of who we are and how we treat each other.

In addition to the work we do for our clients, we contribute time and money to AdHope, our fully integrated, employee-led cause branding capability that creates great work that does good in our world. Through AdHope, we’ve given more than $1M in donations and grants supporting community causes and more than $5M in in-kind services supporting not-for-profit or related organizations.

BUNTIN MISSION

Our mission is to build Brand Conviction in a world that too often stops at Brand Attention. This is as true for our team members as it is for our work with client partners. In addition to our benefits package, we offer five paid days of Conviction Time Off so each team member can pursue their passions outside of work. CTO days can be used for things like coaching a team, creating art, writing a story, taking a mission trip, and more.

The Opportunity 

We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization!  Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. 

The Team 

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients. 

The Impact 

This role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high‑quality experience for advisors and their clients. The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.

Key responsibilities include, but are not limited to:

• Helping create efficiencies and scale for an organization with meaningful growth potential  

• Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship 

• Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook  

• Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.  

• Collaborating with the broader investment organization designed around solving real client problems  

• Contribute to the growth of the MassMutual Investment Management business.  Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions  

The Minimum Qualifications  

• Bachelor’s degree 

• 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.

• Series 7 & 66 at time of application or must obtain within 180 days of hire

The Ideal Qualifications 

• Wealth management or client portfolio management experience  

• CFA or other industry designations  

• Exceptional analytical, problem solving, and communication skills 

What to Expect as Part of MassMutual and the Team 

• Regular meetings with the Wealth Management team 

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-SB1

Job Title: Client Manager, Captives

Division: Property Risks

Reports To: As per Beazley's organisation chart

Job Summary:

As a Client Manager, your primary responsibility is to develop new business with assigned large corporations, a journey from the first contact to the first transaction.

• You will excel in understanding the client risk landscape, their risk management strategy and priorities, and how Beazley's products, solutions and services can be deployed to help them reach their objectives.
• You will also demonstrate your ability to navigate the broker relationship(s), brokers being key business partners.
• Your consultative and holistic approach will help you to originate and develop new risk-financing-related business opportunities. Your focus on delivering innovative tailor-made solutions, as a superior alternative to commoditized insurance products will foster the "Customer Experience" and establish new win-win partnerships.
• Whilst you will be a first-class negotiator with the client and his/her brokers, you will also prove to be a convincing ambassador internally to obtain the buy-in of the senior management, shape, align and lead cross-functional teams for results.

Personal Skills:

• Entrepreneurial acumen - at ease in taking ownership on how to develop new business
• Excellent communicator and a skilled diplomat able to find common ground and alignment across internal (underwriting an operations teams) and external (client, brokers) boundaries to bring deals to conclusion
• Leadership - ability to motivate, stimulate and align the individual members of cross functional teams, with focus on qualitative and timely result delivery
• Consultative approach talent - excellent listener with ability to identify early potential opportunities and challenges on the marketplace
• Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution.
• Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in adverse situations.
• Ability to simultaneously drive several transactions with different levels of maturity. Good at keeping the ball rolling, triaging and prioritizing.
• Intellectual curiosity: embrace the unknown, be ready to learn well beyond insurance and risk management, e.g. client's core business, opportunities, constraints and challenges; data & analytics new developments and applications, etc.

Professional Experience:

• Extensive proven experience of client relationship management or sales in the large corporate commercial insurance industry (insurance, broking, consulting).
• At least 2 - 3 year's experience in P&C Underwriting, preferably as a Property Underwriter
• Proficiency in capital markets instruments and corporate finance, with proven experience in engaging with CFOs and Treasurers.
• Track record of dealing with complex insurance and innovative risk financing transactions, incl. with (re)insurance captive companies and ART (alternative risk transfer) solutions.
• Broad industry network with key partners, including corporate risk managers, c-suite leaders, brokers, and insurance professionals
• Experienced in leading cross-functional teams and aligning multiple parties' interests, while always keeping the client needs at the centre.

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture:

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

• Be bold

• Strive for better

• Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

• Beazley RACE - Including, understanding and celebrating People of Colour

• Beazley SHE - Successful, High potential, Empowered women in insurance

• Beazley Proud - Our global LGBTQ+ community

• Beazley Wellbeing - Supporting employees with their mental wellbeing

• Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

• Internal Pathways (helping you grow into an underwriting role)

• iLearn (our own learning & development platform)

• LinkedIn Learning

• Mentorship program

• External qualification sponsorship

• Continuing education and tuition reimbursement

• Secondment assignments

General

It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers." We also expect Beazley employees to:

• Comply with Beazley procedures, policies and regulations including the code of conduct
• Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system
• Display business ethics that uphold the interests of all our customers
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups

The Rewards

• The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
• Attractive base compensation and discretionary performance related bonus
• Competitively priced medical, dental and vision insurance
• Company paid life, and short- and long-term disability insurance
• 401(k) plan with 5% company match and immediate vesting
• 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
• Up to $700 reimbursement for home office setup
• Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
• Up to 26 weeks of fully paid parental leave
• Up to 2.5 days paid annually for volunteering at a charity of your choice
• Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $150,000 - $200,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

We are an equal opportunities employer and as such, we will make reasonable adjustments to our selection process for candidates that indicate that, owing to disability, our arrangements might otherwise disadvantage them. If you have a disability, including dyslexia or other non-visible ones, which you believe may affect your performance in selection, please advise us in good time and we'll make reasonable adjustments to our processes for you.