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Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Travel: Less than 25%

Workstyle: Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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.

Manager, Client Programs & Events

Hybrid | Palo Alto, CA

The Opportunity

A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).

This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.

The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.

Key Responsibilities

• Plan and execute in-person and virtual client programs, CLEs, and special events.
• Partner with business development teams, practice groups, and leadership to align events with client development goals.
• Manage event logistics including venues, vendors, contracts, and onsite execution.
• Develop event concepts, agendas, and programming to support business development initiatives.
• Prepare and manage event budgets, tracking costs and ensuring efficiency.
• Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
• Track and report event data and KPIs for leadership and practice initiatives.
• Ensure CLE and educational programs meet accreditation and compliance requirements.
• Mentor junior team members and foster a collaborative team environment.
• Monitor industry trends and emerging technologies to maintain innovative programs.

Qualifications

• Strong experience in event planning and client program management in professional services.
• Excellent interpersonal, communication, and project management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills, with discretion handling sensitive matters.
• Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
• Familiarity with legal industry business development practices is highly valued.
• Flexibility to travel and adjust work hours as needed.

Education & Experience

• Bachelor’s degree required
• Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.

If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.

• 
  
• Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
  
• Maintain and update client records in Salesforce
  
• Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
  
• Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
  

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• Process account openings, transfers, and maintenance requests.
  
• Assist with money movements, including wires, ACH transfers, journals, and check requests.
  
• Ensure compliance with firm policies and regulatory requirements.
  

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• Prepare reports, presentations, and documentation to support client reviews and financial planning.
  
• Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
  
• Monitor and track client service activities to ensure timely completion.
  
• Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
  

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• Manage advisor(s) calendars and schedule meetings.
  
• Handle incoming calls, emails, and correspondence professionally and promptly.
  
• Process and submit paperwork, checks, and securities in a timely manner, following to completion.
  

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• Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
  
• Maintain internal client file integrity.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  
• Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
  
• 1-3 years of administrative experience.
  
• Experience in the investment industry is preferred.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Meet Our Team:

Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.

Picture Yourself at Pega:

You’ll lead the most complex enterprise opportunities, advising C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.

What You'll Do at Pega:

• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation

• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy

• Demonstrate hunting ability working within strategic accounts to open up new business and build off existing footprints

• Represent Pega at key industry events

• Lead client change management efforts to shape sales methodology and prospecting best practices

• Build C-level networks and inbound thought leadership

• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling

Who You Are:

A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.

What You've Accomplished:

• 10+ years enterprise software sales experience

• Strong success with complex, strategic accounts hunting for new logos and within existing accounts

• Experience strategically prospecting/radiating in complex accounts

• Recognized thought leadership (speaking, content, awards)

• Trusted advisor to C-level executives

• Influence on product direction through client feedback

• Leadership of major client transformation initiatives

Pega Offers You:

• Market leading Forrester and Gartner technology and referenceable clients

• A high impact, collaborative sales environment

• Executive visibility and influence on strategic accounts

• Competitive base, uncapped commission with aggressive accelerators, and equity

• Comprehensive benefits that support work life balance

Additional Information

Base salary range for this role is 128,700 - 196,000 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.

The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.

AI in Action – Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes. We may support parts of our recruitment process with automatic processing and, if required by law, you may in such cases have the right to request human intervention, challenge the outcome of such processing and comment on it.

Culture – At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.

We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.

As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.

Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.

Labor Condition Applications

GDPR Candidate Privacy Notice

Pegasystems Limited UK Gender Pay Gap Statement

EEO/AA Policy Statement

Your Employee Rights Under the Family and Medical Leave Act

E-Verify Notice

Employee Polygraph Protection Act Rights

The Senior Business Applications Manager leads and optimizes the organization’s business application landscape with a focus on SQL‑based systems and EDI/data‑synchronization processes. This role is responsible for understanding, documenting, and enhancing business applications, data workflows, and system integrations to support efficient, data‑driven operations. The position requires strong analytical and technical expertise in SQL, business intelligence, and application optimization, and plays a critical role in ensuring systems are scalable, secure, and aligned with the company’s digital transformation initiatives.

This position is on-site 4 days a week in Elgin, IL.

Functions of the Position:

• Leads the strategy, development, and optimization of data applications, integrations, workflows, and business intelligence systems. Oversees design and implementation to ensure reliability, efficiency, and alignment with business requirements.
• Reviews and analyzes existing business applications, data flows, and integration points to identify inefficiencies, gaps, and modernization opportunities.
• Recommends improvements to streamline processes, reduce complexity, and improve system reliability across SQL and EDI environments.
• Provides direction, coaching, and oversight to SQL and EDI teams.
• Ensures alignment of priorities, development standards, documentation practices, and project execution.
• Works closely with decision makers across the organization to identify, recommend, and implement business application improvements and data‑driven solutions that support corporate goals.
• Oversees system integrations, data synchronization, and EDI workflows to ensure accurate and timely exchange of information between internal applications and external partners.
• Provides escalation support for data translation and processing issues.
• Develops and maintains documentation for application architecture, data workflows, and integration processes.
• Ensures technical specifications and process maps are accurate and accessible for ongoing support and future enhancements.
• Coordinates the installation, upgrade, and maintenance of business applications, ensuring integrations remain stable and compatible with new technologies or updates.
• Ensures compliance with data governance policies, security standards, and best practices across all business applications and integration processes.

Education, Experience, and Knowledge:

• Bachelor’s degree in Computer Science or a related field preferred.
• Minimum of 7 years of experience in database management and business application management, with at least 5 years in a supervisory or managerial role.
• Demonstrated leadership and team management skills, with the ability to motivate and guide a team.
• EDI experience preferred but not required.
• Expertise in SQL and database technologies (SSMS, SSIS, SSRS, Power BI, ETL processes), with experience in system integrations, data mapping, and workflow optimization.

Certificates, Licenses, and Registrations:

• Formal project management training or certification is a plus.

Skills and Competencies:

• Strong analytical, problem‑solving, and documentation skills.
• Ability to communicate technical concepts clearly and effectively to business stakeholders.
• Commitment to staying current on emerging technologies related to data management, integration, and business applications.
• Ability to design, troubleshoot, and support API‑driven integrations between business applications and third‑party systems.

Additionally, we provide a comprehensive benefits package that reflects our commitment to support the wellness of our colleagues and their families. This includes health benefits, professional growth support, generous paid time off benefits to support work/life balance, retirement benefits and other programs to support financial wellness. A full listing of our extensive benefits package can be found on our Company website, located here: is an Equal Opportunity Employer:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or status as a protected veteran.

Clinical Program Manager - Essex Management

Remote in US except, if in Maryland, DC, VA & Delaware; must be comfortable in being on client site at least once a week.

This position supports "Essex, an Emmes Company". Essex is a biomedical informatics and health information technology-focused consultancy founded in 2009 and headquartered in Rockville, MD. The Essex team comprises experts with extensive experience in strategically developing and managing complex health and biomedical information programs for clients in the Federal Government, research academia, and private sectors.

Emmes Group: Building a better future for us all.

Emmes Group is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public-private partnerships and commercial biopharma. Emmes has built industry leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience.

We believe the work we do will have a direct impact on patients' lives and act accordingly. We strive to build a collaborative culture at the intersection of being a performance and people driven company. We're looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us!

Primary Purpose

We are seeking a highimpact, strategic, and executionoriented directorlevel Program Manager to lead and mature the organization's program strategy, delivery excellence, and client enablement capabilities. This role provides both strategic leadership and handson management, including direct oversight of staff and responsibility for career development, coaching, and performance management.

This role will shape how internal departmental initiatives and client programs are planned, governed, staffed, measured, and communicated, ensuring delivery rigor while enabling flexibility and innovation across diverse client environments.

This role works in close partnership with portfolio, engineering, bioinformatics, data science, and business development leadership to ensure integrated delivery, effective resource utilization, proactive risk management, and an exceptional client experience.

The ideal candidate is a decisive people leader and systems thinker who thrives in complex and evolving environments, balances strategy with execution, and brings a strong client first mindset. Success requires the ability to influence at the executive level, mature organizational capabilities, and cultivate a collaborative, empowered team culture that supports excellence in deliveryfirst mindset. Success requires the ability to influence at the executive level, mature organizational capabilities, and cultivate a collaborative, empowered team culture that supports excellence in delivery.

• Establish and execute departmental goals and objectives aligned to enterprise strategy, contract priorities, and client mission outcomes; define and monitor KPIs to drive accountability and data-informed decision-making.
• Design, implement, and continuously mature program management, governance, and delivery enablement frameworks that scale across portfolios while ensuring compliance with federal, regulatory, and organizational standards.
• Provide executive-level visibility into portfolio, program, and project health through standardized dashboards, metrics, and reporting-enabling proactive management of risks, issues, dependencies, and performance trends.
• Partner with portfolio and divisional leadership to support investment prioritization, funding decisions, and resource allocation, balancing client commitments, growth objectives, and staff sustainability.
• Ensure full lifecycle contract execution excellence, including initiation, execution, closeout, client reporting, lessons learned, and continuous improvement integration.
• Lead people management strategy for the department, including performance management, career development, succession planning, training pathways, and promotion readiness.
• Own departmental workforce and strategic resource planning, including forecasting, recruitment, onboarding, capacity planning, skills development, and certification alignment.
• Ensure compliance with staff allocations plans, time reporting, and internal policies across billable, internal, and strategic initiatives.
• Actively support business development efforts, including RFP solutioning, staffing models, transition planning, delivery onboarding, and ongoing executive client engagement.
• Champion quality-by-design principles across all delivery artifacts and processes; oversee SOP evolution, process training, internal audits, and continuous improvement initiatives.
• Maintain strong awareness of industry, regulatory, and technology trends; represent the organization through thought leadership, publications, conferences, and strategic forums.

Required Skills:

• Advanced expertise in program, portfolio, and PMO leadership, including framework design, governance models, and delivery maturity assessments (e.g., PMI, PMO, Agile/Hybrid environments).
• Strong command of program operations, including financial management, forecasting, risk and issue management, resource optimization, and executive reporting.
• Demonstrated experience leading complex life sciences and health IT programs supporting clinical research, bioinformatics, public health, biomedical informatics, and regulated data environments.
• Exceptional communication and executive presence, with the ability to influence senior leaders, advise clients, and align cross-functional teams around shared outcomes.
• Proven problem-solving and systems-thinking capabilities, with a track record of driving process improvement, operational scalability, and organizational maturity.
• Ability to rapidly assess priorities, adapt to evolving client environments, and translate strategy into executable roadmaps.
• Strong regulatory and compliance knowledge, including clinical research regulations, healthcare privacy, and federal IT compliance standards (e.g., FDA, 21 CFR Part 11, HIPAA, FISMA, FedRAMP, CMMI, ISO).
• Experience operating in federal health environments (e.g., HHS, NIH, NCI), with familiarity across consulting delivery models, contract vehicles, and business development lifecycle.

Required Areas of Focus:

Program Management Leadership

• Own and evolve client-facing program and project roadmaps, ensuring alignment with mission goals, regulatory requirements, funding constraints, and delivery capacity
• Contribute to standardized BD-to-Delivery transition processes, ensuring early engagement, clarity of scope, staffing, budgets, timelines, and accountability prior to execution.
• Ensure consistent contract execution through disciplined tracking of deliverables, milestones, financials, and performance metrics, including CPAR inputs and self-assessments.
• Design, maintain, and continuously improve enterprise delivery dashboards, providing visibility into:

• • Program and project health summary
  • Resource utilization and capacity
  • Budget performance and forecasting
  • Risk and issue trends
  • Key milestones and outcomes

Contract performance and quality metrics

• Establish and enforce a structured reporting cadence to support proactive leadership engagement and timely decision-making:

• • Weekly: Project and program status
  • Monthly: Portfolio performance and financial reviews
  • Quarterly: Strategic outlook, risk posture, and growth alignment

• Serve as a senior client relationship leader, cultivating trusted partnerships and proactively identifying opportunities to enhance delivery value and expand engagements.

Financial & Resource Management

• Partner with leadership teams to define, manage, and optimize portfolio, program, and project-level budgets.
• Develop and maintain a comprehensive resource capability matrix capturing skills, certifications, experience, performance insights, and availability.
• Optimize workforce utilization by aligning staffing decisions with delivery needs, staff development goals, and long-term organizational strategy.
• Lead and support staff transitions, onboarding, promotions, and role changes with minimal delivery disruption.
• Drive training and capability development strategies aligned to SOPs, industry standards, and evolving client needs.

Stakeholder Engagement & Communication

• Act as a senior liaison between executive leadership, program teams, and client stakeholders.
• Strengthen client partnerships through structured feedback mechanisms, contract / project performance reviews, and strategic planning engagements to support change agility and account growth.
• Enable cross-division collaboration to ensure integrated delivery and shared accountability.
• Communicate performance, risks, and opportunities through clear dashboards, briefings, and executive presentations.

Advisory & Consultation

• Provide strategic advisory services to internal and external stakeholders navigating complex program and project and delivery challenges.
• Translate technical, business domain, and operational concepts into actionable strategies that enable informed decision-making.
• Serve as a trusted advisor supporting both delivery excellence and organizational growth.

• Education: Bachelor's degree required; Master's degree in a scientific, health, or program management discipline preferred. PMP or equivalent certification desired.
• Experience: Minimum of 10 years in senior program strategy and delivery leadership roles across federal, academic, and private-sector environments.
• Program Leadership: Extensive experience program management, PMO leadership, governance, financial management, and large-scale delivery enablement.
• Industry Knowledge: Strong background in life sciences, clinical research, bioinformatics, health informatics, and public health.
• Leadership & Business Acumen: Proven ability to lead distributed teams, manage complex stakeholder environments, and influence at the executive level.
• Business Development: Demonstrated success supporting client growth, solution design, and consulting delivery models.
• Federal Health IT Experience: Experience supporting HHS, NIH, NCI, or similar agencies strongly preferred.

Why work at Emmes?

At Emmes, your actions and hard work will have a direct impact on public health initiatives, both globally and in our local communities with opportunities for volunteerism through our Emmes Cares community engagement program. We offer a competitive benefits package focused on the health and needs of our growing workforce, including:

• Flexible Approved Time Off

• Tuition Reimbursement

• 401k Retirement Plan

• Work From Home Anywhere in the US

• Maternal/Paternal Leave

• Casual Dress Code & Work Environment

CONNECT WITH US!

Follow us on Twitter - @EmmesCRO

Find us on LinkedIn - Emmes

The Emmes Company, LLC is an equal opportunity employer and does not discriminate in its selection and employment practices. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.

#LI-Remote

With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.

All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.

The Vice President of Client Experience and Innovation is responsible for leading the strategic direction and execution of risk management, enhancing client experience, and driving innovation within the organization. This role involves developing and implementing policies, procedures, and strategies to mitigate risks, improve client satisfaction, and foster a culture of innovation. The VP will lead a multidisciplinary team of risk engineers and claim executives and collaborate with various departments to support the company's overall objectives.

Key functions will include but not be limited to:

• Develop and execute the strategy for risk management, client experience, and innovation, aligning with the company's overall goals and objectives.
• Create and implement risk management policies and procedures to identify, assess, and mitigate risks.
• Design and implement strategies to enhance client satisfaction and loyalty, ensuring a seamless and positive experience across all functional areas.
• Foster a company-wide culture of innovation by identifying opportunities for improvement, challenging the status quo and supporting cutting-edge ideas and solutions to drive business growth.
• Ensure compliance with all relevant regulations, laws, and industry standards.
• Lead and mentor a multidisciplinary team, fostering a culture of continuous improvement and professional development.
• Work closely with other departments, including sales & distribution, marketing, underwriting, claims, and operations, to ensure cohesive practices across the organization.
• Participate in the senior leadership meetings, highlighting functional area impact, client experience metrics and innovation initiatives.
• Stay abreast of industry trends and innovations, incorporating best practices into the company's framework.

MUST WORK OUT OF THE HIGH POINT, NC OFFICE.

Education Requirement:

• Bachelor's degree in Risk Management, Business Administration, or a related field. Advanced degree preferred.
• Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to lead and motivate a team.
• Professional certifications such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), or similar are highly desirable.

Qualifications:

• Demonstrated ability to lead and inspire a team.
• Ability to develop and execute strategic plans.
• Strong commitment to enhancing client satisfaction.
• Ability to drive and implement innovative solutions.
• Strong collaborative skills to work effectively with various departments

We do not accept any unsolicited resumes from external recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the LA metro area. Specifically, you will provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests.

This remote position will be based out of the LA Metro Area.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

• Build relationships and increase the assets of assigned Wealth Management clients. This will involve a proactive call rotation, site visits, being consultative, providing value-added services and presenting to groups and individuals. Work closely with an Internal Wholesaler to implement your territory plan. Apply fund analysis software systems to strategically demonstrate our offerings in the client product
• Develop and implement marketing plans for assigned clients. Collaborate with marketing and communications program managers on both the development and implementation of these plans
• Assist in timely dissemination of sales information. Identify and build current lists of key influencers and producers. Maintain history of sales activity and call data. Analyze sales data to provide reports, access profitability, identify trends and make recommendations
• Participate in various regional and national conferences
• Maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients

What You Bring to the Team (Required)

• Five+ years of sales experience, ideally in financial services
• Series 7, 63
• Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience
• Proven interpersonal skills, investment analysis, written and verbal communication skills required
• Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

Additional Assets (Preferred)

• Ten years of financial industry experience, ideally within asset management
• Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

For California based candidates, the base salary range for this role is $100,000. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to . All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases

American Century Proprietary Holdings, Inc. All rights reserved.

Locations: Atlanta | Boston

Who We Are

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.

To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.

What You'll Do

We are seeking a strong candidate with experience in Change Management and Communications to support product portfolios focused on delivering our digital workforce experience to employees. This role will contribute to the development and execution of change strategies to promote employee adoption and satisfaction of our digital products, drawing on behavioural science principles where appropriate to shape employee decision-making and adoption behaviours. Please note that this role is focused on company-internal (not client-facing) marketing, communications and change management.

You are good at 

• Executing enterprise-level change strategies  
• Supporting the integration of behavioral science into change management strategies– applying principles such as nudging, habit formation, and choice architecture  
• Adopting the end users’ perspective and bringing that lens to product teams and how we deliver change 
• Engaging with end users to understand pain points and use cases 
• Prioritizing and problem-solving in a fast-paced, collaborative and service-oriented environment with a very high performance culture 
• Defining, measuring, assessing and improving KPIs associated with employee journey campaigns 
• Translating change and communication strategies into clear, engaging content for employees 
• Key change management behaviours including: 
• Stakeholder assessments and engagement plans to address and mitigate risks. 
• Change impact assessments, identifying risks to delivery/adoption; articulate practical and actionable mitigation activities.   
• Developing and delivering tactical and strategic communication plans  
• Developing training & enablement approaches 
• Acting as advisor to Product Owners to identify change impacts and advise on necessary mitigation steps 
• Engaging with product portfolios and squads to understand product roadmaps. 
• Managing multiple stakeholders with competing priorities 

What You'll Bring

• 5-7 years of experience in consulting and/or project management-based change management a significant plus 
• Strong influencing, networking and relationship building skills with sr stakeholders 
• Change or product marketing management certification  
• Exposure to behavioural science or related disciplines, with interest in developing expertise further 
• Complex problem structuring and solving experience 
• Experience operating in an Agile operating model preferred 
• Excellent written and verbal communication skills 
• Accuracy and strong attention to detail 
• University degree with demonstrated high academic achievement preferred 

Who You'll Work With

• Product Portfolio Leads 
• Product Owners 
• Product GTM, Change and Enablement CoE members 
• BCG consulting teams  
• BCG functional leadership 

Additional info

*** For US locations only ***

In the US, we have a compensation transparency approach.

Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below.

• The base salary range for this role in Atlanta is $101,000.00 -$123,000.00.

This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness.

In addition to your base salary, your total compensation will include a bonus of up to 16% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years.

All of our plans provide best in class coverage:
• Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children
• Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs
• Dental coverage, including up to $5,000 in orthodontia benefits
• Vision insurance with coverage for both glasses and contact lenses annually
• Reimbursement for gym memberships and other fitness activities
• Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan
• Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
• Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month)
• Paid sick time on an as needed basis

Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.

BCG is an E - Verify Employer. Click here for more information on E-Verify.