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Join us as a Senior, AI Workplace Transformation Consultant

You’ll play a pivotal role in delivering successful organisational change, backed by experience and knowledge of PROSCI, Kotter or other change frameworks, while also helping clients unlock the full potential of Microsoft 365, Copilot, Copilot Studio, Viva and more. You’ll develop and implement advanced change management strategies; drive people change and enablement and ensure that new solutions are adopted smoothly and deliver measurable value.

You’ll be a self-starting, adaptable, and energetic individual who thrives in fast-paced environments. You’ll bring strong experience in consultative client engagements, be open to challenge and feedback, and feel confident constructively challenging clients to ensure the best outcomes for everyone involved. A growth mindset is essential, along with a clear expectation that you’ll actively contribute to the continuous improvement of Changing Social.

Location: Nashville Tennessee / Remote Time zone: Eastern or Central preferred

Key Responsibilities:

Change Management Strategy

• Lead the design and execution of advanced change management strategies for clients adopting Microsoft 365 and Copilot solutions.
• Apply proven methodologies to build adoption plans, communications, and training tailored to diverse audiences.
• Ensure all change activities align with client business goals and deliver measurable outcomes.

Stakeholder Engagement

• Lead stakeholder mapping, engagement planning, and delivery of sessions to secure buy-in at all levels.
• Advocate, support, coach and mentor senior leaders in the importance and necessity of change.
• Build strong, trusted relationships with client sponsors, technical leads, and end users.
• Facilitate workshops and feedback sessions to ensure adoption challenges are addressed proactively.

Adoption Metrics, Reporting & Value Realisation

• Develop and implement measurement frameworks to track adoption, usage, and ROI of Copilot and other Microsoft solutions.
• Use reporting tools to monitor project effectiveness and recommend data-driven improvements.
• Communicate adoption progress and value realisation to key stakeholders and sponsors.

Microsoft 365, Copilot, Copilot Studio & AI Agents

• Understand, identify, scope and support the elements of the M365 Modern Workplace Applications that are of direct impact to the clients needs.
• Be well versed in the identification of business workflows and processes. Capable in crafting new ways of working that utilise the M365 platform and drive real world ROI.
• Deliver Copilot projects and custom conversational AI agents to meet client needs.
• Advise clients on best practices for creating and managing AI-powered solutions that enhance workflows and productivity.
• Translate functionality into clear guidance for end users, ensuring solutions are user-friendly and deliver on their promise.
• Collaborate closely with technical teams and developers to align AI deployments with user needs and organisational policies.

Product & AI Knowledge

• Leverage deep understanding of our solutions to assess client needs and recommend the most suitable products or agents that deliver optimal value and outcomes.
• Maintain up-to-date knowledge of Microsoft 365, Copilot for Microsoft 365, Copilot Studio, and broader M365 modern work platform
• Deliver client training sessions, Q&A drop-ins, and knowledge-sharing to embed new ways of working.
• Keep up to date of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities.

Client Relationship Management & Pre-Sales

• Build and maintain long-term client relationships.
• Embed as a trusted advisor who can spot business benefits for our clients and build proposals and services to support those needs both commercially and via delivery.
• Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities.
• Contribute to proposals and presentations, bringing both change management and technical expertise.

Qualifications

Education:

• Bachelor or masters degree in Business, Organisational Development, Information Technology, Anthropology or a related field is preferred but not essential.

Experience:

• 5+ years of experience in adoption and change management, with at least some exposure to configuring or supporting Microsoft 365 solutions.
• Hands-on experience working with Microsoft 365 products, Copilot Studio, Power Virtual Agents, or similar conversational AI tools is highly desirable.

Certifications:

• Relevant change management certification (e.g. PROSCI) required. Or significant proven track record and specific detailed knowledge of change frameworks.
• Desirable: Microsoft Certified: Power Platform Functional Consultant Associate (PL-200), Power Platform Solution Architect Expert (PL-600), or equivalent Copilot Studio certifications.

Skills

• Advanced knowledge of change management tools and methodologies.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to communicate complex technical ideas clearly to non-technical audiences.
• Excellent stakeholder engagement and client relationship management skills.
• Confident in facilitating workshops and training sessions.
• Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities.

Core Competencies

• Knowledge & Experience: Advanced knowledge of Microsoft 365, Copilot Studio, and change management best practices. Mentor colleagues and leads client training.
• Business Impact: Leads complex projects, drives measurable adoption, and supports business development.
• People & Team Management: Coaches junior team members, resolves issues, and drives collaboration.
• Communication & Influence: Communicates effectively with clients and internal teams, translating between technical and non-technical contexts.
• Problem Solving & Innovation: Designs creative solutions for adoption challenges, drives continuous improvement, and keeps up to date with the AI landscape.

Why Join Changing Social?

We are an equal opportunity employer, celebrating diversity and committed to creating an inclusive environment for all employees. We are on an exciting journey of growth that offers huge potential for ambitious and likeminded people. Changing Social has ambitious plans for the future. We aim to expand our team substantially in the coming years, having grown 58% over the past 12 months, with growth plans to hit a head count of 200 over the next three to five years.

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach where necessary.

Benefits:

• Annual Leave: 23 days of annual leave per calendar year, excluding Public Holidays, with an additional day for each year of employment up to a maximum of 5 days.
• Additional Leave: Gain an additional day of leave for each year of service, up to a maximum of 5 days.
• Annual Leave Carry Over: Carry over up to 5 days of unused annual leave to the next year.
• Festive Period: Business closure for a week during the festive period in December.
• Public Holidays: Flexibility to work over public holidays if desired or required, with time taken back on a subsequent day.
• Pension Scheme: 2% 401k employer contribution, 5% employee contribution.
• Flexible Working: Manage your own time to improve work-life balance and facilitate managing international time zones.

Additional Benefits:

Health and Wellbeing:

• US Health, Vision and Dental Plan
• My Mind Pal Wellbeing App

Financial Security:

• Bravo Perks: Points schemes and vouchers.
• Bravo Hub: Access to discount codes.
• Financial Wellbeing Tools: Budget planners, money-saving tools, and financial education resources.

Personal Development:

• Paid Microsoft Training and Certifications: Enhance your professional skills with company-sponsored training.

More about Changing Social

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach. Our POP values Preparation, Ownership, and Pride are the behaviours that underpin our high-performance culture. They’re how we turn our values into action, every day.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Lead the client service team in service activities related to administration, billing, claims issues, and problem solving.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts of smaller, less complex accounts.
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
• Manage the implementation process; prepare and deliver all applicable forms to client.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree or equivalent education and related training.
• 1-2 years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Preferred Qualifications:

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: information on careers visit: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

• :// :// :// :// /marsh_mma

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $47,800 to $89,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Fractal is a strategic AI partner to Fortune 500 companies, with a bold vision: to power every human decision in the enterprise. We believe the future belongs to organizations that combine human imagination with intelligent systems—and Fractalites are the ones building that future. As we scale our Technology, Media & Telecom (TMT) practice in the United States, we are looking for a senior, client-facing Head of Engineering to shape and deliver world-class Data & AI platforms for leading Technology, Media & Telecom organizations.

This is not a back-office engineering role. This is a consulting-led, client-facing engineering leadership position for someone who is equally comfortable whiteboarding architecture with principal engineers, rolling up their sleeves with delivery teams, and advising CIOs, CTOs, and CDOs in the boardroom.

Learn more at Fractal | Intelligence for Imagination.

Note: This position is not eligible for Immigration Sponsorship at this time.

About the Role

This is a four-axis leadership role requiring technical depth, executive presence, team leadership, and embedded delivery. You'll work directly with top technical and functional leaders at some of the largest TMT companies in the world.

As Head of Engineering for Fractal's Technology, Media & Telecom (TMT) vertical, you will personally shape the architecture of mission-critical AIML platforms, often in first-party tech stack, and develop/drive the team of ICs who bring them to life.

Responsibilities

Some engagements will look like a traditional advisory model. Others will look a lot more like Forward Deployed Engineering: your team embedded inside a client's engineering org, working within their first-party tech stack, shipping production code alongside their engineers, and earning influence through technical credibility, not org chart position.

You will need to be in the room when the technology roadmap needs to change. When a business pivot, a new regulation, or a technology shift forces a rethink mid-execution, you are the person who picks up the marker, walks to the whiteboard, and redraws the architecture in real time, credibly, for the CTO, and Principal Engineering leaders simultaneously.

Technical Depth (Hands-On Architecture)

• Own AI/Data platform architecture decisions — from Lakehouse design and real-time streaming to MLOps, LLMOps, and AgentOps pipelines in production
• Serve as the technical authority for Fractal's TMT engineering practice — defining standards, reviewing design, and holding the bar on reliability, scalability, and security
• Translate ambiguous business problems into concrete, buildable platform architectures — and stay close enough to execution to know when something is not working
• Drive the industrialization of GenAI: moving clients from proof-of-concept to enterprise-grade, governed, and observable AI systems

Executive Presence & Live Architectural Thinking

• Command the room with senior client leadership — CIOs, CTOs, CDOs, and their direct reports - as a peer, not a vendor
• Whiteboard new architectural directions on the spot: when a business pivot, acquisition, regulatory shift, or technology breakthrough forces a mid-execution rethink, you synthesize it into a credible, buildable path forward live, in the room, without needing a week to prepare a deck
• Translate between two worlds simultaneously: make the architecture legible to a CFO and rigorous enough to satisfy a principal engineer in the same session
• Shape client roadmaps at the strategic level; identifying where the current plan is under-ambitious, over-engineered, or misaligned with emerging AI capabilities, and steering accordingly
• Represent Fractal at the highest level of client relationship

Team Leadership (Building & Driving Senior ICs)

• Develop and lead a high-performing group of individual contributors. principally senior and staff engineers, ML engineers, and data platform engineers
• Create the engineering culture: rigorous delivery standards, architectural thinking, and a bias toward elegant, production-grade solutions over quick fixes
• Build leadership depth within the team, identifying principals who can own programs and grow into broader roles
• Partner across Fractal's global AI and engineering Capability functions to staff programs strategically and raise capability across the TMT practice

Forward-Deployed & Embedded Delivery

• Lead and run FDE-style engagements where your team operates inside the client's engineering environment
• Navigate and deliver within client-owned, first-party technology stacks: proprietary data platforms, internal ML infrastructure, custom orchestration systems, and bespoke toolchains that do not appear in any industry survey
• Adapt quickly to non-standard environments, understanding a client's internal platform deeply enough to extend it, integrate into it, and earn the trust of their engineering staff
• Balance the tension between what Fractal does best and what the client's stack demands, knowing when to bring pattern, when to adapt, and when to advocate for a better path
• Set the standards for how Fractal operates in deeply embedded engagements: how we onboard, document, transfer knowledge, and leave clients stronger than we found them

Candidate Profile

Technical Qualifications

TMT clients bring genuinely hard problems on both open and proprietary infrastructure. Expect to architect and oversee:

• GenAI systems: RAG architectures, LLM fine-tuning pipelines, agentic workflow orchestration, and LLMOps observability
• AI-powered products: personalization engines, churn prediction, content recommendation, and network fault detection
• Client-proprietary ML infrastructure: internal feature stores, custom model serving layers, bespoke experiment tracking systems, and first-party orchestration frameworks
• Cloud-native infrastructure across AWS, Azure, and GCP with enterprise-grade governance, security, and compliance baked in
• Real-time and event driven data pipelines (e.g. network telemetry)
• Modern Lakehouse platforms (Databricks, Snowflake, Delta Lake, Iceberg) at petabyte scale and proprietary data platform equivalents at leading tech-forward TMT organizations

Non-technical Qualifications

We are particularly interested in leaders from environments where engineering rigor, client accountability, executive presence, and AI depth all coexist including Forward Deployed Engineering, elite data/ML platform teams, and senior hyperscaler architecture practices.

• 15–20 years of experience spanning AI/data engineering and technical leadership with clear evidence of owning architecture at scale
• Deep hands-on experience deploying AI/ML/GenAI systems in production, in addition to advising on them
• Demonstrated executive presence: you have walked into a CTO or CDO review, redrawn the architecture based on new constraints, and left the room with alignment
• The ability to whiteboard fluently under pressure, synthesizing a team's in-flight work with a new business direction, making it rigorous enough for engineers and clear enough for executives, on the spot and without a rehearsal
• Experience operating within client-owned or non-standard technology stacks - you have learned a proprietary system, earned trust from skeptical internal engineers, and delivered production-grade results inside someone else's infrastructure
• A track record of leading senior engineers and building high-performance ML/engineering teams, including hiring, coaching, and developing principal-level ICs
• Direct executive engagement experience - you have influenced CIO/CTO/CDO decisions and can hold your own in a room with technical and non-technical stakeholders at once
• Strong cloud-native fluency across one or more hyperscalers, with genuine depth in data platform patterns (streaming, batch, Lakehouse, governance)

Strong Preferences

• Experience in TMT vertical — hi-tech, telco, media platforms, streaming infrastructure, ad tech, or content delivery at scale
• Prior work in FDE-style or embedded delivery models where your team shipped inside a client codebase and was evaluated by their engineering standards, not just deliverable milestones
• Comfort with the ambiguity of 1P stack environments: you have debugged undocumented internal tools, extended proprietary frameworks, and figured out how to make external expertise land inside a closed ecosystem
• A personal reputation for architectural clarity: the person colleagues call when a problem needs to be drawn, not just describe
• Contributions to the ML/AI community: open source, publications, conference talks, or influential architectural patterns

Who Thrives Here

The Fractalite mindset is curious, rigorous, and impact driven. You will thrive in this role if you:

• Enjoy being client-facing and accountable for outcomes.
• Are comfortable navigating ambiguity, scale, and complex stakeholder environments.
• Believe great platforms come from strong engineering culture plus disciplined execution.
• See AI not as a novelty, but as a core enterprise capability that must be engineered responsibly.

Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.

Position Responsibilities

• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and Maintain Client Claims Manual
• Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned

Position Qualifications

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Legally able to work in the United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals.

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
• Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs can help them with their banking needs whenever, wherever, and however they want.
• Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

• Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment.
• Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs.
• Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience.
• Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity.
• Ability to quickly and accurately learn products, services, and procedures.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.

• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Cash handling experience.

Planetree, a global non-profit organization working to humanize the healthcare experience, is growing and requires a Person-Centered Care (PCC) Consultant, Americas to join our highly engaged consulting team, charged with turning \"concept into reality\" by partnering with healthcare organizations around the world to implement evidenced-based, PCC practices. Our PCC Consultants work alongside client teams, \"rolling up their sleeves\" to identify, implement, and sustain PCC improvement opportunities and drive cultural transformation in complex operating environments. Our consultants wear many \"hats\": trainer, facilitator, coach, champion, data analyst, advocate, listener, and communicator (from board room to bedside). This is an ideal opportunity for someone who thrives in a fast-paced, client-facing role and wants to engage with organizations worldwide to advance a compassionate, person-centered vision for healthcare.

PCC Consultants apply their deep understanding of the global healthcare landscape including industry trends and key challenges and priorities to meet client needs. They own the day-to-day client relationship and partner to implement person-centered care practices. They work cross-functionally with internal team members to identify new opportunities to address client challenges, ensure solutions are implemented on time, and align with the client's PCC strategy. Consultants will proactively leverage best practices, proactive coaching, and relationship management to support client success.

The ideal candidate will have prior experience implementing Planetree's evidence-based framework for person-centered care and/or deep experience implementing PCC practices within a complex healthcare environment.

Responsibilities

Client Service Delivery

• Coach and support staff at client healthcare organizations to implement Planetree's PCC Framework according to the Planetree Method. This includes but is not limited to presentations, workshop facilitation, conducting assessments, and providing both oral and written reports and recommendations.
• Provide daily oversight and management of assigned client relationships and projects, supporting effective implementation of Planetree contracted programs and services.
• Demonstrate an understanding of the complex challenges facing healthcare organizations and how Planetree programs align with improvement/transformation activities.
• Cultivate relationships with assigned clients and engage with them as active partners, embodying Planetree's \"roll up your sleeves\" approach to partnership and service.
• Serve as a trusted advisor and confidante to senior leaders at client organizations, enabling and promoting positive organizational change.
• Understand, implement, and teach process improvement methodologies.
• Actively and curiously engage in continuous learning related to the evolution of person-centered care.
• Demonstrate an ability to consolidate large datasets into distilled themes and recommendations, including an understanding of relationships between qualitative and quantitative data.
• Independently manage travel to both domestic and international locations.

Product & Content Management

• Complete required training and maintain competency in all Planetree products and services.
• Seek feedback and review evaluation data to support continuous improvement in service delivery.
• Deliver services and content with high fidelity according to internal guidelines.
• Continuously evolve and improve Planetree tools and resources to advance PCC and organizational mission.
• Contribute to the development of curricula, plans of engagement, and assessment tools to support the needs of healthcare organizations.

Business Development & Marketing

• Collaborate with sales teams as required for complex proposals, client requirements, and requests for proposals.
• Prepare presentations and speak at conferences to represent Planetree and its services as required.
• Contribute to Planetree thought leadership through webinars, case studies, outreach.

Teamwork & Culture

• Live and uphold the Planetree Mission, Vision, and Values in all interactions with colleagues, partners, and clients.
• Be a reliable, kind colleague and partner in delivering high-quality programs and services to advance Planetree's mission.
• Demonstrate and convey compassion and empathy, partnership and collaboration and humility and openness.
• Be willing to give and receive constructive, just-in-time feedback.
• Contribute to Planetree's organizational learning and development by bringing field experiences and insights back to the team to drive innovation.
• Complete mandatory training as required.

Data & Billing

• Manage and update all client information in Salesforce.
• Track billable hours for client work to maintain accurate invoicing.
• Ensure minimum billing targets are achieved based on client delivery obligations.
• Manage budgets and contract spend-down for client engagements and conduct follow-up on accounts receivable as required with the Finance team.

Critical Skills

• Direct, hands-on experience implementing PCC or related practices or improvement programs within a complex healthcare organization.
• Demonstrated interest in driving positive change in healthcare.
• Comfortable engaging in professional communication (written, oral, non-verbal) with individuals from a variety of backgrounds and cultures.
• Able to manage multiple projects with competing priorities and timelines and deliver high-caliber work on time and budget.
• Flexible and able to adapt to various situations and conditions.

Minimum Competencies

Performance Evaluation

Performance objectives will be established at the beginning of the team member's period of employment. These objectives will be discussed and agreed with the team member's direct line manager. This will form the team members' Development & Performance Plan for the year.

Performance will be evaluated by:

• Feedback on work achievements and issues through ongoing discussions and performance evaluations
• Periodic external member/partner feedback on services provided
• Performance indicators for systems relating to the delivery of Planetree products and services
• Performance indicators for critical areas of responsibility

Diversity Statement

Planetree is a non-profit 501 (c) 3 organization. We work in over 35 countries and value diversity in our work and workplace. In our work, we promote respect, inclusion, and compassion towards all stakeholders in the healthcare enterprise. We encourage qualified candidates of any race, religion, creed, or orientation to join our mission-driven team.

Additional Information

All positions at Planetree require an applicant who has accepted an offer to undergo a background check. The specific checks are based on the nature of the position. Background checks may include some or all the following: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Planetree, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetree's employment policies. You will be notified during the hiring process which checks are required for the position.

Pay Transparency Non-Discrimination Notice Planetree will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions

The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success.

The Director of Benefit Compliance plays a critical role in supporting MJ's clients by navigating the complex landscape of employee benefits regulations. This role serves as a trusted expert and advisor on ERISA, ACA, HIPAA, and other applicable compliance matters, offering proactive guidance, creating tools and resources, and supporting MJ teams in delivering an exceptional client experience. The Director of Benefit Compliance ensures MJ remains at the forefront of healthcare compliance by monitoring regulatory changes, educating internal stakeholders and clients, and developing scalable compliance processes and tools.

Client Compliance Support & Consulting

• Serve as the subject matter expert on benefit compliance topics, including ERISA, ACA, HIPAA, COBRA, Section 125, and other federal/state regulations.
• Provide proactive guidance and day-to-day support to clients on a wide range of compliance questions.
• Assist with compliance reviews and audits, offering actionable insights and support.
• Partner with clients and vendors to support ACA reporting, RxDC, PCORI filings, and non-discrimination testing.

Compliance Documentation & Tools

• Coordinate essential compliance documents with vendor partners including:
  • Compliance Notice Packets
  • Custom client forms (e.g., affidavits, certifications)
  • Wrap Documents
  • Section 125/POP Plan Documents
• Support client agreement processes including Business Associate Agreements (BAAs), Compensation Disclosure Statements (CDS), Service Fee Agreements (SFAs), and Non-Disclosure Agreements (NDAs).
• Track timelines for required document restatements or updates.

Education & Communication

• Monitor impactful legislation and regulatory changes, and translate updates into client- and team-friendly resources.
• Develop and deliver compliance education through:
  • Monthly public webinars
  • Targeted email alerts and newsletters
  • Internal training sessions and team briefings
• Work with the Employee Benefits Communication team to create templates and guidance materials for clients to use during Open Enrollment or throughout the year.
• Work with the Marketing & Communications team to coordinate, facilitate, (and possibly present) compliance webinars for clients and prospects.

Internal & External Collaboration

• Partner closely with MJ's client service teams to ensure seamless compliance integration in client support.
• Collaborate with leadership and cross-functional departments to improve compliance offerings.
• Represent MJ in client meetings, vendor discussions, and public forums as a compliance thought leader.
• Assist in evaluating new products, services, or processes for regulatory risk and compliance alignment.

Leadership & Team Development

• Lead and mentor members of the compliance team, fostering professional growth and skill development.
• Delegate work effectively while maintaining quality and ensuring deadlines are met.
• Establish performance expectations, provide regular feedback, and conduct goal-setting conversations with team members.
• Promote a culture of continuous learning, collaboration, and client service excellence.
• Partner with People + Culture to support hiring, onboarding, and career development initiatives for compliance team members.

Education

• Bachelor's Degree in the field of Compensation & Benefits, Human Resources, Business Administration, Finance, or Healthcare Administration
• Master's in Human Resources, Public Health, Healthcare Law, or Business Administration preferred

Knowledge & Experience

• 710+ years of progressive experience in employee benefits, healthcare compliance, or legal/regulatory roles
• Experience supporting self-funded and fully insured health plans
• Demonstrated experience interpreting and applying federal and state regulations (e.g., ERISA, ACA, HIPAA, COBRA, MHPAEA) to benefit administration.
• Proven client-facing experience in a consultative or advisory capacity
• Experience managing or mentoring compliance, benefits, or HR teams
• Familiarity with vendor partnerships related to ACA reporting, RxDC, non-discrimination testing, or HIPAA tools
• Previous experience creating or overseeing compliance documentation and workflows (e.g., Wrap Docs, 125 plans, BAAs)

Technical Functions

• Interpret and apply regulations such as ERISA, ACA, HIPAA, COBRA, and Section 125 to client benefit plans
• Coordinate creation of compliance documents and agreements with vendor partners, including Wrap Docs, 125 plans, BAAs, and NDAs
• Oversee client compliance processes such as 5500 filings, PCORI fees, ACA reporting, and RxDC submissions
• Conduct compliance reviews, manage non-discrimination testing, and support remediation efforts
• Communicate regulatory updates and guidance through written alerts, webinars, and client meetings
• Collaborate with vendors and internal teams to implement compliance tools, dashboards, and reporting processes
• Maintain scalable compliance resources and ensure consistent client delivery across teams

Job ID: 410475

Practice area:- Estate & Tax Planning

Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts

Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.

This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.

Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.

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Key Responsibilities

• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.

• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.

• Provide clear guidance to clients on estate, tax, and probate considerations.

• Serve as a trusted advisor throughout the estate planning process.

• Review completed plans with clients to ensure clarity and full understanding of legal strategies.

• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.

• Manage estate planning matters from consultation through execution and completion.

• Oversee signing ceremonies to ensure proper execution of legal documents.

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

• Conduct legal research to remain current on estate planning and tax law developments.

• Provide status updates to the managing attorney on ongoing matters.

• Contribute ideas and improvements to enhance estate planning workflows and client service.

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Qualifications

• Juris Doctor (JD) from an accredited law school.

• Active Massachusetts Bar required or eligibility for admission.

• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.

• Experience drafting wills, trusts, and related estate planning documents.

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

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Education

• Juris Doctor (JD) from an accredited law school.

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Certifications

• Active admission to the state bar.

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Skills

• Ability to build strong rapport with clients and referral partners.

• Strong listening and analytical questioning skills.

• Ability to explain complex estate planning strategies in accessible terms.

• Confidence in direct client interaction.

• Ability to thrive in a small, collaborative, fast-paced legal environment.

• Professional, client-focused, and relationship-driven demeanor.

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Culture & Firm Appeal

This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.

Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.

For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.

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Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

• Opportunity to manage estate planning matters from consultation through execution.

• Strong mentorship and collaborative firm culture.

• Opportunity to build long-term relationships with clients and referral sources.

• Partner-track position with long-term growth potential.

• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.

This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.

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Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.