Client Remote Jobs in Usa

At The Gunter Group, we are a people-first management consulting firm and proud 20-time workplace award winner. We build trusted partnerships with our clients to deliver practical solutions and lasting impact at the intersection of strategy, execution, people, and technology. We show up ready to roll up our sleeves, solve complex problems, and make a real difference together.

Achieving business results for our clients in various types of engagements within a variety of industries.

Delivering high quality work to our clients within one or more of our service offerings of execution, technology, people, and strategy.

Being part of a collaborative, values-based firm that has a reputation for great work and satisfied clients.

Executing and delivering high quality outcomes for clients.

Embracing unstructured work to seek and find structured solutions, utilizing tool kits and best practices to execute and deliver outcomes for clients, while expanding and building upon previous skill sets.

Client stakeholders ranging from individual contributors to senior executives.

A collaborative team of consultants that deliver outstanding client service.

TGG partners, principals, account leaders, managers, and staff supporting you to excel within client projects and to achieve your professional development goals.

Minimum of 4 years of experience in consulting or a related field, demonstrating a strong foundation in exceptional leadership capabilities, problem-solving skills, and proven project delivery.

Delivered tangible results in technology environments.

A fundamental and demonstrable understanding of project management, business analysis, change management, and/or process improvement methodologies used in business settings.

Consistently demonstrated the ability to bring structure to complex, unstructured environments.

Collaboratively developed effective problem statements with clients to capture root causes of business opportunities.

Focused intent to build strong consensus and to partner with stakeholders to find legitimate paths forward.

Serve as liaison between multiple stakeholder groups and third-party vendors, to understand current state and future state processes.

Conduct training needs assessment and identify processes and skill gaps that need to be addressed.

Design, prepare and deploy training aids, materials and sessions.

Demonstrated strong presentation, facilitation, and communication (written and verbal) skills.

You are potentially available to travel for consulting engagements to all the markets we serve.

The well-being of our team is our top priority. That's why we proudly offer a comprehensive suite of competitive health benefits, along with additional options such as medical, dental, vision, wellness programs, flexible PTO, professional development and work-from-home stipends, team offsites, social events, and volunteering opportunities.

Salaries vary and are dependent on considerations such as: experience and specific skills/certifications. The base plus target bonus total compensation range for this role is $95,000 to $125,000. Additional compensation beyond this range is available as a result of leadership and business development opportunities. Salary details are discussed openly during the hiring process.

TGG is headquartered in Portland, Oregon, and has team members living in various locations across the United States. Our clients' onsite and travel requirements varysome may require daily onsite visits, while others might be monthly, quarterly, or as needed. We serve clients across diverse industries, including Fortune 100 companies, retail, apparel, government, education, and insurance. Because of this, our consultants must be adaptable, with the ability to travel and work both remotely and onsite. Each engagement has unique conditions, and we work collaboratively with both our client and team members regarding onsite and travel requirements.

Vision: A world where our clients, consultants and communities achieve excellence, realize their full potential, and thrive.

Mission: We help our clients get things done by delivering practical, effective, and relationship centered business consulting services. In doing so we help to maximize potential for our clients, our consultants, and our communities.

Belonging: From our beginning, TGG has been deeply committed to honoring the dignity inherent to every individual we interact with. We see our team members, potential team members, and our clients as completely distinct individuals with unique backgrounds, experiences, and perspectives.

We are committed to cultivating an engaging and fair culture with an authentic sense of belonging for every TGG team member. This results in a community based on mutual respect, shared values, and equal opportunities. We require that every TGGer be committed to upholding an inclusive culture where all team members are valued and respected.

Our work and interactions are guided by our non-negotiable values, which include integrity, curiosity, emotional intelligence, confidence, the ability to thrive in ambiguity, and collaboration in all that we do. We are passionate about loving what we do, thriving in a high-performing team, and holding ourselves to a rigorous standard of excellence. We welcome all individuals who share these same values and dedication to our craft.

If you think this role is the right fit, please submit your resume and cover letter so we can learn more about you.

The Gunter Group LLC is an equal opportunity employer.

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 Challenge Unlimited, our vision is to become a national leader in providing employment services to people with disabilities that empower them to reach their full potential. We intentionally provide opportunities for individuals with disabilities which will assist them to live, work, and participate in the community.

Challenge Unlimited is driven by its core values: community, helpfulness, abilities, leadership, learning, ethics, innovation, growth, and effective outcomes. It is these values that have powered Challenge Unlimited to its success and has helped over 600 disabled individuals find meaningful work across all of our locations.

Reporting to the Fleet and Facilities Manager, the Driver (Bus or Van) is responsible for transportation services which provide people who have different abilities opportunities to work with integrated teams and receive work support as needed achieving the highest level of independence possible.

Transports clients safely to and from the Company Skills Training Center and/or residential homes for work and special events utilizing company vehicles which may include shuttle buses, vans or cars. Assists clients entering and leaving the vehicle. Inspects, fuels, and cleans the vehicle, and submit receipts, logs, and reports.

Pay Rate: $20.50 per hour

Shift: PRN: on call as needed, 6:00- 10:30am &/or 1:00pm-4:30pm

Location: Swansea, IL

Must have a valid driver's license

Key Responsibilities:

1. Client Relations: Promote a culture of person-centered services that advances the Company's mission to provide quality care and services in a community-based setting to individuals with disabilities. Ensure a high rate of client satisfaction by treating clients with dignity and respect. Ensure the health and safety needs of all clients are met during transportation to/from designated sites.

2. Client Transportation: Assist clients with entering and exiting the vehicle as needed and secure wheelchair safety fasteners. Transport clients utilizing company vehicles in a safe and professional manner along to assigned route. Make every effort to be on time while ensuring safety. Obey all traffic laws and transportation practices per the department's policies and practices. Drive clients and staff to special events as assigned.

3. Administrative Support: Job Description Driver Shuttle Bus/Van Refuel and clean the bus inside and out daily. Complete daily mileage/rider pickup reports for vehicle(s) driven and forward reports and gas receipts to Manager. Conduct vehicle pre?trip and post trip inspections to ensure client and staff safety; document findings and notify supervisor of any maintenance, insurance, or license registration needs.

4. Communication: Notify the proper authority in cases of mechanical failure, safety deficiencies, when off schedule, or other incidents. Coordinate with site managers/staff regarding client behavior or needs requiring additional follow-up, resolving issues as they arise. Attend and participate in department meetings and training as scheduled. Report all accidents immediately, requesting police or ambulance service as needed; assist injured persons until services arrive; and complete required accident reports. Maintain a professional, positive image and attitude.

5. General: Assist with collecting vehicle information for grant tracking if/as needed. Assist Transportation Manager or Transportation Lead with related duties as assigned. Maintain all required licensing and training such as valid driver's license, DOT physical and drug screening as needed, DOT required trainings.

Position Qualifications:

Education: High School Diploma or G.E.D.

Experience: 1+ years of driving a bus or van preferred.

Certifications or Licenses:

Pass Company-provided training certification for First Aid, CPR, CPI (Crisis Prevention Institute) within 4 months and maintain valid certification during employment.

Pre-employment Tests or Other Criteria: Physical Capacity Test, Drug Test.

Computer Skills: Basic skill level with Microsoft Word, Excel, and Outlook.

Background Checks:

Must pass criminal background check.

Must pass various State and Federal registry checks.

Must pass DCFS Abuse and Neglect Tracking System check.

Must pass driving history check and Company policy criteria, maintain valid driver's license and be 25 or older to drive.

Driving: Use of personal insured vehicle for Company related travel is not required.

Physical Demands:

Sitting: Frequently sitting in the normal course of driving vehicles.

Standing: Occasionally standing, walking, bending, squatting, reaching, and twisting assist with inspections, assisting clients getting on and off the vehicle.

Hearing, Speaking: Frequently listening to and speaking with managers, staff, and clients to communicate about requests, training needs and other concerns.

Seeing: Continually visually alert to drive bus or van, to monitor client actions, to maintain safety, and to read and write or enter data.

Handling: Frequently using hands in driving, writing, typing, loading, unloading fastening safety belts.

Movement: Kneeling required to perform CPR practice sessions, complete skills testing and use as required. Occasionally bending, reaching, and twisting including the ability to complete wheelchair tiedowns; occasionally climbing stairs and/or ladders squatting.

Lifting: May need to lift or carry up to 50 lbs. to assist a client to their feet from a lying or sitting position, to help with walking or for the Client to change positions.

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

The role of the Salon Customer Experience Specialist is to provide an exceptional client experience while driving retail sales performance and maintaining the look and feel of the Salon through core standard execution.

• Helps drive the client experience while maximizing sales potential of each client
• Ensures proper scheduling and continuing appointments, including walk-in clients, booking and re-booking
• Asks appropriate questions to determine client's needs
• Follows current Salon selection process to match new client to Salon Professional's strengths to maximize client satisfaction and sales potential, and schedules accordingly
• Offers all Company programs, including credit and rewards, to all clients, offering them all benefits JCPenney has to offer and opening up more potential to purchase and enhance the overall client experience

• Aids the replenishment and restock efforts by working with the Support Team to ensure Salon replenishment standards are maintained
• Monitors retail and backbar on hand accuracy, communicating opportunities to the Salon Leader

• Performs registration of clients, answers phones (utilizes scripted telephone response to enhance the client's Salon experience)
• Handles client complaints, exchanges, refunds and adjustments, and cashiers within established guidelines
• Maintains and updates automated client records including lab data and release forms

• Executes floor SET activities, including replenishment, restocking, recovery and visual merchandising in the Salon to ensure Salon core standards
• Ensures all Salon equipment is in good working order
• Works with the Salon team to ensure company and state standards are met
• Partners with loss prevention to provide a safe and client friendly environment

• Ensures personal Salon service and retail sales goals are met
• Communicates retail needs for upcoming events, peak seasons and/or fast selling product to Salon Leader
• Sells additional services and products, and executes current Salon marketing programs
• Consistently meets established performance standards for the role, including (but not limited

• Passion for Salon: A love for product and salon services. An understanding of the client's benefits from products and a variety of salon services.
• Results: Solve problems and make smart decisions that drive sales, profit and customer service; execute work efficiently and effectively; inspire strong performance in yourself and others.
• Ownership: Provide great customer service; cooperate and build positive, inclusive and respectful relationships; take accountability for your actions and outcomes.
• Intensity: Proactively find ways to improve the customer experience; show the confidence and courage to do what's right; act with energy and urgency.

If eligible, we offer a competitive benefits package including medical/dental/vision, term life insurance, paid vacation/holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates who are eligible for paid vacation (MTO) are also eligible for eight paid holidays during the calendar year. All store hourly associates scheduled to work on a designated holiday will receive additional compensation. *For paid vacation days, as well as eligibility requirements for other benefits, please visit JCPenney: JCPenney is the shopping destination for diverse, working American families. With inclusivity at its core, the Company's product assortment meets customers' everyday needs and helps them commemorate every special occasion with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve customers where, when, and how they want to shop - from to more than 650 stores in the U.S. and Puerto Rico. In 2024, JCPenney celebrates 122 years as an iconic American brand by continuing its legacy of connecting with customers through shopping and community engagement.

Pay Range USD $15.25/Hr -USD $19.07/Hr.

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.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

ProSidian Seeks a Project Manager - Digital Training Facility Management (DTFM) (DTFM001) to support an engagement for a training directorate of the USG that supports training and readiness of active and reserve military and personnel through planning, facilitating, managing, recording and assessing training OBO The Training Management Directorate (TMD). This DoD/Military Sector Role is a Program Manager Labor Category Position located at or near Charlotte, NC - HQ/CONUS/OCONUS | AC/RC: All | ACOM: All.

This service supports DoD/Military Sector Clients (For Present / Future Requirements) and ProSidian Team Members work as part of a Key Personnel Cadre (Labor Category: Program Manager) to fulfill FFP - Firm Fixed Price (FFP) requirements and to shall serve as Program/Project Manager with responsibility for management, oversight, recruitment, support, operations and stakeholder engagement of CONUS/OCONUS Digital Training Facilities (DTF's). This position is responsible for providing and engaging in consistent communication to the Enterprise Management System (EMS) staff, for continuity of operations supporting all stakeholders using the Army Training Information System (ATIS) Digital Training Facilities (DTF's) and at each of the 78 CONUS/OCONUS DTF sites. A Digital Training Facility (DTF) is a computer lab located on Army installations and Reserve sites worldwide The DTFM provides management and oversight at/for the assigned DTF.

Units use DTFs to conduct training that improves individual and unit readiness. Using high-speed internet access, computer based training and Video Tele-Training (VTT) equipment, soldiers and civilians can train when it fits their professional needs and personal schedules. As a training asset, DTFs are ideal for section, squad, or platoon size elements. The Program/Project Manager shall also take the lead in managing and providing oversight of Engagement teams Members and Government Furnished Equipment (GFE) while maintaining and managing a portfolio of hands on equipment, operation, and on-site operations performed by the Digital Training Facility Managers (DTFM's).

This role serves as multipoint interface between client stakeholders, client management, and ProSidian HQ Management as a Key Personnel on The ProSidian Engagement Team. Program/Project Manager must oversee DTFMs, as they follow EMS direction to replace monitors, desktop computers, and servers as well as verify operation of hardware and software in the DTFs for their respective location assigned.

As a condition of employment, the ProSidian Engagement Team Members are required to maintain Govt. | Client Data in the strictest confidence and agrees not to publish, reproduce, or otherwise divulge Govt. | Client Data in whole or in part, in any manner or form, nor to authorize or permit others to do so, taking such reasonable measures as are necessary to limit access to Govt. | Client Data to those contractor employees needing such information to perform the work required under this contract.

Professional Attire is a Mandate as the client receives many visitors who conduct business with the Corporation. Consequently, the professional appearance of those who work in client facilities is essential to maintaining confidence in the client and the pension insurance system. The ProSidian Engagement Team shall ensure that its personnel who work in client facilities present a neat, professional appearance appropriate to an office working environment and exercise sound judgment in their choice of Attire.

Shall serve as Key Personnel in the management of Digital Training Facilities (DTF's), as well as engaging in consistent communication to the Enterprise Management System (EMS) staff, for the purpose of using the Army Training Information System (ATIS) at each of the 78 DTF sites, required for this role.

Shall also take a leading role in managing the process of hands on equipment, operation, and on-site operations are performed by the Digital Training Facility Managers (DTFM's). Must oversee DTFMs, as they follow EMS direction to replace monitors, desktop computers, and servers as well as verify operation of hardware and software in the DTFs for their respective location assigned.

We aspire to build and enhance an exceptional and diverse team of high-achievers who always put mission and the spirit of service first. This position aligns with functional/technical service requirements and client engagements in the DoD/Military Client Industry Sector - Defense and Military: Services And Solutions That Enable Defense And Military Agencies To Enhance Capabilities, Drive Transformation, Operate Sustainably, And Maintain Mission-Readiness. Project Manager - Digital Training Facility Management (DTFM) (DTFM001) Candidates shall work to support requirements for Digital Training Facility Management (DTFM) Functional Area Services and shall

As a Project Manager within our Engagement Team, you are responsible for planning and overseeing projects to ensure they are completed in a timely fashion and within budget. Project Managers plan and designate project resources, prepare budgets, monitor progress, and keep stakeholders informed the entire way. Other duties and responsibilities consist of the following:

• Determine and define project scope and objectives
• Predict resources needed to reach objectives and manage resources in an effective and efficient manner
• Prepare budget based on scope of work and resource requirements
• Track project costs in order to meet budget
• Develop and manage a detailed project schedule and work plan
• Provide project updates on a consistent basis to various stakeholders about strategy, adjustments, and progress
• Manage contracts with vendors and suppliers by assigning tasks and communicating expected deliverables
• Utilize industry best practices, techniques, and standards throughout entire project execution
• Monitor progress and make adjustments as needed
• Measure project performance to identify areas for improvement

The Project Manager must have relevant experience at a comparable level of responsibility in projects of similar size, scope, and complexity, under the standard of Certified Project Managers. The following are required skills for this position:

• Proficiency in MS Word, Excel, Outlook, Power Point
• The ability to manage multiple geographic locations (both CONUS and OCONUS)
• Experience with the U.S. military is desired

The Project Manager must have the following for qualification:

• Project Management Professional (PMP) certification
• Possession of a MA/MS (preferrably computer science, information systems, information technology, computer engineering or related)
• 10+ years PM experience
• Demonstration/Work Samples showing their ability to write clearly, succinctly, and in a manner that appeals to a wide audience

Further competencies required:

• U.S. Citizenship Required - You must be a United States Citizen with a valid US Passport for likely travel
• Excellent oral and written communication skills
• Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
• All ProSidian staff must be determined eligible for a \"Facility Access Authorization\" (also referred to as an \"Employment Authorization\") by the USG's designated Security Office.

*May be required to complete a Financial Disclosure Statement

Given the nature of this requirement, all personnel is expected to hold a Secret Security Clearance National Agency Check with Inquires (NACI). ProSidian Consulting shall establish processes to implement the ATIS-PdM-0000596, PdM ATIS Personnel Security, and other Standard Operating Procedures. Partial FTE shall be hired full-time to maintain active on-demand support to provide full-time readily available support for the DTMS facility. Alcon shall maintain operational readiness and support provided for direct client requirements combined with backfill/cross-train capabilities and tasks for headquarters support when not serving direct client requirements.

• Additional knowledge, Skills, and Abilities (KSA's)
• Knowledge: Advanced reading and writing ability

Skills:

• Familiarity with emerging technologies
• Strong computer hardware

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

Acorn Health is an Applied Behavioral Analysis (ABA) treatment provider dedicated to providing the best quality care for our clients. We aim to continually establish best-in-class standards in integrity and quality for not only ourselves, but also in the field of ABA. We work courageously and with accountability to focus on the individuality of each child, collaborate with client families, and generate permanence in client outcomes. We strive to hire and to invest in our greatest asset - our employees, who are the heart of Acorn Health.

Acorn Health is an Applied Behavioral Analysis (ABA) treatment provider dedicated to providing the best quality care for our clients. We aim to continually establish best-in-class standards in integrity and quality for not only ourselves, but also in the field of ABA. We work courageously and with accountability to focus on the individuality of each child, collaborate with client families, and generate permanence in client outcomes. We strive to hire and to invest in our greatest asset - our employees, who are the heart of Acorn Health. Every day, and every interaction, we strive to demonstrate our Five Core Values:

• Authenticity: We present our true, consistent selves. Everyone hungers for genuine connections.
• Accountability: We keep our promises and can be trusted with the life and future of a child.
• Teamwork: The best outcomes are produced by people who collaborate with enthusiasm.
• Growth: We know the needs of children and their families are unique and ever-changing.
• Hustle: In autism care and treatment, time is always of the essence. We do things now.

You'll have the opportunity to work in a team-oriented environment and engage in a wide range of activities, focused on providing behavior analytic assessment and treatment services in our clinical centers, at client homes, and/or in community settings.

• Responsible for driving the execution of key service, quality, and growth initiatives
• Manage or assist in managing the day-to-day operations of all services, including staff and client scheduling
• Execute clinical policies and procedures
• Promote a therapeutic environment for all clients, ensuring client input is fully considered when developing and carrying out treatment plans
• Provide clinical management and oversight to a team of BCBAs, BCaBAs, and RBTs
• Problem solve issues with supervisees when insufficient progress toward client goals/outcomes is observed via a review of relevant behavioral data
• Conduct staff and caregiver trainings
• Regularly reference behavior analytic literature and attend relevant conference and workshops in order to best inform evidence-based treatment
• Complete annual performance evaluations for all BCBAs, BCaBAs, and ABA Supervisors to determine potential for improvement and ensure treatment integrity
• Pinpoint performances that allow supervisees to achieve measurable outcomes valuable to the client
• Maintain a reduced clinical caseload, involving direct assessment and treatment of clients
• Participate actively in hiring process of behavior technicians, BCBAs, BCaBAs, and ABA Supervisors
• Handle sensitive employee relations issues with integrity, either individually or with the assistance of Human Resources
• Communicate with Acorn Health administrative teams including Admissions, Payroll, Finance, Billing, and Human Resources to assist in staff and client records management and payer relationships
• Attend meetings as required by the Regional Clinical Director

• Paid Parental Leave
• Retirement Plan
• Incentive Bonus
• Medical, dental, and vision insurance
• Paid time off and paid holidays
• Life insurance, short and long-term disability
• CEU opportunities
• Professional development funds
• Career development opportunities, including Acorn's Leadership Development Institute
• Opportunities to collaborate with and learn from our Clinical Advisory Board led by Dr. Greg Hanley
• Positive and collaborative environment
• Balanced caseloads and flexible work environment

Talent Code - JUL1 Apply today to join our growing team! Your positive impact on our clients and their families will be significant, and you will expand your knowledge and expertise ready to take on additional challenges and further grow your career.

• Possess a minimum of a master's degree in Applied Behavior Analysis (ABA) or a related field
• Board Certified Behavior Analyst (BCBA) in good standing with the Behavior Analyst Certification Board (BACB) preferred
• Must have a minimum of 3 year's experience practicing as a BCBA

• Experience serving in a leadership/management role for an ABA provider preferred
• Experience managing teams, projects, and meetings highly preferred
• Experience working with multiple funding sources preferred
• A history of work with children, adolescents, young adults, and/or families both in clinical settings and in the client homes is essential. Specific training/experience in developmental disabilities and Autism Spectrum Disorders is highly preferred.
• Proficiency with ABA Data Collection and Practice Management systems such as Central Reach highly preferred

• Must be able to communicate effectively, professionally, and openly both verbally and in writing
• Must demonstrate strong organizational skills, be detail oriented, and demonstrate an ability to maintain confidential records, prepare reports, and reliably develop timely correspondence related to work according to agency standards
• Must have the ability to work independently
• Flexible schedule, but must be able to work irregular hours when necessary to include some weekends
• Must meet the physical requirements of the position, to include lifting of clients, packages, or equipment, accessing non-barrier free premises, and utilizing physical management techniques when necessary
• Must have reliable transportation, a valid driver's license, and satisfactory driving record
• Able to pass criminal background check

The above statements are intended to describe the general nature and level of work being performed by employees in this classification.

Acorn Health is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship or immigration status, veteran status, genetic information, height, weight, hair or hairstyle, familial status, marital status, or any other protected status covered by applicable federal, state, or local law.

CLSSD, located in the Kearny Mesa area of San Diego, is seeking a Full-Time Staff Attorney position. The Attorney is responsible for representing clients who range between the ages of 0-21 years old who are dependents of the juvenile courts in San Diego County. For children and youth under age 18, CLSSD Attorneys serve as their attorney and Guardian Ad Litem. Attorneys are required to comply with CLSSD's visitation policies, which often require Attorneys to travel to visit their clients. The Attorney may be required to appear on cases in any of the courtrooms throughout San Diego County.

The primary duties of the Attorney include, but are not limited to:

• Assess the critical legal issues of each assigned client through each phase of the Juvenile Dependency System and advocate for each client's position and needs at every hearing by:

• Communicating and consulting with clients in an age appropriate manner to determine their position/wishes and assessing their best interest to include a clear understanding of their ethnic, cultural and social backgrounds;
• Assertively and persuasively working with attorneys, caregivers, CASAs, social workers and the court;
• Independently investigating the allegations of dependency petitions and other underlying issues affecting our clients, including safety, education, developmental, health, etc.;
• Properly applying dependency and other applicable case law, statutes and court rules;
• Complying with all authority (statute, case law, rules of court, local rules and rules of professional conduct, etc.) which govern the representation of parties in Juvenile Dependency proceedings;
• Using effective trial and courtroom presentation skills;
• Effectively negotiating with other counsel and social workers;
• Using sound case analysis and judgment;
• Effectively applying evidentiary rules and objections;
• Propounding and reviewing discovery;
• Assessing the need for expert witnesses;
• Interviewing witnesses and preparing subpoenas;
• Properly preparing witnesses; and
• Effectively collaborating with other community resources to assure our client's needs are met

2. Demonstrate a thorough knowledge of dependency law and a general knowledge of law in related areas by competently analyzing and applying the law in daily advocacy and practice thus providing thorough, competent and accurate legal advice. Attend required trainings, which may fall outside of regular business hours. Maintain compliance with MCLE requirements.

3.Prepare clear, concise and persuasive motions, pleadings, briefs, and memorandums of law, as well as correspondence and reports as needed by thoroughly and appropriately researching applicable law. Submit/send/file documents in a timely manner.

4.Effectively engage available resources and actively seek out new resources to properly represent and advocate for our clients' bests interests, including but not limited to:

• Caregivers, including group home staff;
• Medical providers;
• Mental health professionals;
• Educational resources;
• Community based services providers, such as Voices for Children, Regional Center, The San Diego LGBTQ Center, Cultural Broker Program, etc.; Other legal experts or consultants;
• Public Defenders, District Attorney's and Probation Officers in Delinquency Court.

5.Develop professional relationships with and provide sound advice to clients through the use of frequent age and language appropriate communications that adhere to ethical standards. Follow up on client requests and court orders to ensure that clients receive appropriate services in a timely manner.

6.Maintain professional effective working relationships with bench officers, courtroom personnel, social workers, caregivers, attorneys, CASAs and service providers.

7.Treat clients, clients' caregivers and family members from diverse backgrounds with respect and cultural humility.

8.Contribute to a culture of race equity and inclusion, and ensure cultural, sexual orientation and gender identity and expression (SOGIE,) religious and racial awareness and sensitivity.

9.Maintain professional relationships with all CLS coworkers.

10.Effectively manage his/her caseload by:

• Opening and closing files in a timely manner;
• Interviewing/communicating with clients prior to each and every hearing
• Accurately completing all appropriate office reports in a timely manner, including time sheets, case counts, mileage reports, time sheets, and conflict reports;
• Maintaining files in an orderly manner according to office policy;
• Writing legibly;
• Updating JCATs daily with relevant work product notes for accuracy of the client file as well as inputting time spent on activities for purposes of billing;
• Properly documenting court proceedings, contacts and case developments;
• Maintaining an accurate calendar of upcoming hearings for each case;
• Conducting client visits in accordance with firm policy, including at resource family homes, group homes and juvenile hall;
• Assessing whether writs/appeals are needed and either associating counsel or preparing briefs to join another party's position;
• Submitting requests for investigation as needed;
• Assessing conflicts upon appointment/detention and throughout case. Upon declaring an actual conflict, preparing case for transfer, when approved by firm's managing attorney;
• Reporting possible administrative or judicial proceedings that may be needed for a client beyond the scope of the juvenile proceedings; and
• Conducting research or attend education sessions to nurture cultural competency.

Qualifications:

• Juris Doctor Degree and a member in good standing of the State Bar Association of California.
• Prior experience in juvenile law or trial experience required.
• Certification in Juvenile Dependency required upon hiring.
• A valid California driver's license, reliable automobile, automobile insurance as required by California law, is required at all times while working for Children's Legal Services.
• Ability to communicate, or desire for continuing education, in a trauma-informed and culturally appropriate manner with persons of diverse backgrounds, including race, ethnicity, SOGIE, socioeconomic status, culture, etc.

Pay: $86,000.00 - $130,000.00 per year

Children's Legal Services of San Diego, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, or gender identity, or any other characteristic protected by law.

Job ID: 372358

Practice area:- Estate & Tax Planning,Probate

Estate Planning & Probate Associate Attorney (2–6 Years Experience) – Private Client Services | Boston, Massachusetts

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

The firm, established in 2000, represents clients including families, individuals, and industries. Its service areas include executive leadership, residential real estate, commercial real estate, commercial lending, estate planning, dispute resolution, tort defense, litigation, and hospitality and recreation. It has offices in Boston, Andover, and Waltham, Massachusetts, and Nashua, New Hampshire. Three of its attorneys have been selected to the lists of Super Lawyers and Rising Stars by Super Lawyers publication.

A respected law firm is seeking an Estate Planning & Probate Associate Attorney (2–6 years experience) to join its growing private client services practice in Boston, Massachusetts. This Estate Planning Attorney role focuses on advising individuals, families, and fiduciaries on sophisticated estate planning and wealth preservation strategies.

Attorneys pursuing Boston legal jobs in private client services will gain the opportunity to work on complex estate planning matters, including wealth transfer strategies, trust administration, and tax-efficient asset structuring. The Estate Planning Attorney will collaborate closely with financial advisors, accountants, and fiduciaries to provide comprehensive planning solutions.

This partner-track position provides significant opportunities for professional growth, client development, and leadership within a dynamic estate planning practice. Attorneys with an existing book of business are particularly encouraged to apply.

This opportunity is actively interviewing candidates seeking advanced Boston legal jobs in estate planning and probate law.

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Key Responsibilities

• Advise individuals, families, and fiduciaries on estate planning strategies, wealth preservation, and generational wealth transfer.

• Draft sophisticated estate planning documents including wills, trusts, powers of attorney, and healthcare directives.

• Provide legal guidance on estate, gift, and generation-skipping transfer tax strategies.

• Assist clients with charitable planning and business succession strategies.

• Support probate and estate administration, including fiduciary guidance, tax filings, and asset distributions.

• Collaborate with financial advisors, accountants, and other professionals to create integrated estate planning solutions.

• Maintain and expand client relationships while contributing to practice growth.

• Utilize an existing book of business to support business development and client portfolio expansion.

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Qualifications

• Juris Doctor (JD) from a recognized law school.

• Massachusetts Bar required and active license to practice law in Massachusetts.

• 2–6 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience handling estate planning, trust administration, and probate matters.

• Demonstrated book of business preferred.

• Strong drafting skills for complex estate planning documents.

• Ability to manage client relationships and develop business opportunities.

• Strong legal writing and analytical abilities.

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Education

• Juris Doctor (J.D.) degree from an accredited law school.

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Certifications

• Licensed to practice law in Massachusetts.

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Skills

• Strong technical knowledge of estate, gift, and generation-skipping transfer tax laws.

• Advanced drafting abilities for trusts, wills, and estate planning instruments.

• Excellent written and verbal communication skills.

• Strong client relationship management and advisory abilities.

• Ability to work independently while contributing to a collaborative team environment.

________________________________________

Culture & Firm Appeal

This opportunity is with a well-established law firm serving families, individuals, and businesses throughout the Boston legal community. The firm provides a broad range of legal services while maintaining a strong reputation for personalized client service and practical legal solutions.

Attorneys benefit from a collaborative environment where private client attorneys work closely with professionals across multiple disciplines. The firm encourages entrepreneurial attorneys to develop client relationships and expand their professional networks.

Professionals exploring Boston legal jobs in estate planning will appreciate the firm’s emphasis on business development, client-focused service, and long-term career growth.

The firm also maintains a strong reputation within the regional legal market and has attorneys recognized by respected industry publications.

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Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on advanced estate planning strategies.

• Meaningful involvement in wealth preservation, tax planning, and succession planning matters.

• Opportunity to grow and expand a private client practice through business development.

• Collaborative team environment with experienced estate planning professionals.

• Partner-track position supporting long-term professional advancement.

• Ideal opportunity for attorneys seeking advanced Boston legal jobs in estate planning and probate law.

This position rarely opens at this level and provides a strong opportunity for attorneys to grow a successful private client services practice within a respected legal environment.

________________________________________

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.

________________________________________

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.