Code Red Diet Plan Jobs in Usa
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At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Position Summary
As the Senior Analyst of Planning & Business Analytics reporting into the Lead Director, Coupon Planning & Capabilities you will own the expense and funding portfolio management and utilize your analytic and problem-solving skills to develop and report on various financial models.
You will impact our business in the following ways:
- Synthesizes weekly and monthly sales, margin and markdown impact projections, actuals vs. planned on core KPIs as part of monthly leadership business review.
- Assist with the development and reporting of business cases to support price/promo/coupon initiatives, innovations, and capability development. This includes developing, evaluating assumptions, creating, and modeling alternative financial scenarios, and appropriately including business case elements in multi-year planning exercises.
- Understand, track, report progress against budget, forecast, capability development and implementation plans scheduled to drive budgeted business growth including key milestones, deliverables, customer, trip, sales & margin, capital, and expense impacts.
- Oversee the reviewing of monthly accruals, invoice reconciliation along with their supported documentation prior to posting journal entries in SAP and prepare the monthly operational expenditure reports.
- Support consolidation of Pharmacy and Consumer Wellness annual operating plan and annual strategic plan preparation including socialization and formal business reviews with leadership.
Required Qualifications
- Strategic Leadership & Collaboration: 2+ years of experience engaging with executive leadership, using strong logical reasoning and storyboarding to influence strategic decision-making.
- Proven ability to collaborate effectively across diverse business functions, leadership styles, and organizational levels.
- Data & Analytical Proficiency: Advanced proficiency in Microsoft Excel (including pivot tables, formulas, and data modeling) and PowerPoint for data visualization and executive reporting.
- Comfortable working with imprecise or incomplete data, with a strong attention to detail and a data-driven mindset.
- Knowledge of Generally Accepted Accounting Principles (GAAP) and their application in financial analysis and reporting.
- Communication & Influence: Excellent verbal and written communication skills, with the ability to clearly convey complex information to a variety of audiences.
- Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function.
- Adaptability & Execution: Self-motivated and capable of working independently in a fast-paced, deadline-driven environment.
- Demonstrated ability to thrive in high-paced and fluid settings, maintaining focus and delivering results under pressure.
- Willingness and ability to travel up to 20% of the time, based on business needs.
- Flexibility to take on additional tasks as assigned by management.
Preferred Qualifications
- Strategic Leadership & Collaboration: 3+ years' experience demonstrated ability to support a large organization and manage a multi-million-dollar business unit to achieve financial and business results.
- Experience working for a Fortune 500 company in merchandising, loyalty or promo, or a similar function for an omnichannel retail or retail pharmacy company.
- Demonstrated capability to address complex issues decisively while considering broader organizational dynamics and empowering leaders to drive results.
- Data & Analytical Proficiency: 2+ years' of hands-on experience with enterprise tools such as SAP S/4HANA, Ariba, Tableau, and/or Salesforce.
- Communication & Influence: Strong influencing skills with the ability to engage and align key stakeholders both within and outside the finance function.
- Adaptability & Execution: Willingness to work on ad-hoc projects.
Education
- Bachelor's degree in accounting, Finance or Business Management OR MBA
Anticipated Weekly Hours: 40
Time Type: Full time
Pay Range: The typical pay range for this role is: $46,988.00 - $112,200.00. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Great benefits for great people
We take pride in our comprehensive and competitive mix of pay and benefits investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
- Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
- No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
- Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
Applications will be accepted until July 31, 2025.
Founded by fans, Crunchyroll delivers the art and culture of anime to a passionate community. We super-serve over 100 million anime and manga fans across 200+ countries and territories, and help them connect with the stories and characters they crave. Whether that experience is online or in-person, streaming video, theatrical, games, merchandise, events and more, it's powered by the anime content we all love.
Join our team, and help us shape the future of anime!
About the RoleAs a (Contract) GTM, Partnership Marketing & Planning Senior Manager, you will support the execution and daily operations of the GTM & Planning team, including its leadership and its Partnership Marketing division. You will be an individual contributor working with the global team to build and achieve important programs, manage operational complexity, and lead planning excellence. This is a 6-month contract.
Be an operational and strategic backbone of the GTM & Planning team, ensuring projects and workflows move forward with consistency and excellence to guide Crunchyroll's global growth through its direct-to-consumer footprint presence and high-profile third-party partners such as Amazon, Apple, Roku, Comcast, Google and YouTube, PlayStation, Samsung, and many others.
Identify gaps, improve workflows, and suggest improvements without waiting for direction.
Oversee the development of executive-ready deliverables (dashboards, trackers, presentations, project plans), ensuring clarity, structure, and visual polish in every output.
Be the bridge between global HQ and international teams, ensuring on time information sharing, meeting facilitation, and on actions.
Summarize complex updates into clear insights and next steps, presenting leadership or regional leads with resulting questions or action items so that both teams can accelerate their path forward.
In partnership with team leadership, introduce global workflows in regions to integrate regional teams into the global organization further, facilitating process implementation and roadshows to present them.
Manage vendor operations, including POs, invoicing, briefings, contracts, timelines, and similar activities.
In the role of GTM, Partnership Marketing & Planning Senior Manager, you will report to the VP, GTM & Partnership Marketing.
We are considering applicants for the location of Los Angeles, CA.
About YouWe get excited about candidates, like you, because...
8+ years of experience in strategy, consulting, business operations, or project management in entertainment, media, tech, or gaming.
Experience working and managing multiple clients in leading consulting firms, or you are an alumnus of an MBA program.
Experience creating structured and visually refined presentation decks and spreadsheets (can maintain complex spreadsheets) for senior executives.
Have market and business awareness to connect daily actions with broader organizational goals and priorities, and identify opportunities for value creation.
Experience improving and streamlining operational processes, managing timelines, trackers, and follow-ups.
Experience in project managing multiple projects at a given time from concept to completion.
Experience note-taker turning discussions into next steps.
Experience working in a global organization and a distributed team environment with peers and partners in multiple time zones and locations across the world, with multiple cultures and backgrounds.
About the TeamBoth domestic and ever-expanding international efforts fuel Crunchyroll's global expansion. The GTM & Planning team works with US-based leadership and regional teams to develop go-to-market and partnership marketing plans and programs to expand Crunchyroll's growth through its direct-to-consumer presence and high-profile third-party distribution partners, delighting and super-serving anime fans, boosting its footprint and brand awareness while making Crunchyroll synonymous with anime worldwide.
#LifeAtCrunchyroll #LI-remote
About Our ValuesWe want to be everything for someone rather than something for everyone and we do this by living and modeling our values in all that we do. We value:
Courage. We believe that when we overcome fear, we enable our best selves.
Curiosity. We are curious, which is the gateway to empathy, inclusion, and understanding.
Kaizen. We have a growth mindset committed to constant forward progress.
Service. We serve our community with humility, enabling joy and belonging for others.
Our Commitment to Diversity and InclusionOur mission of helping people belong reflects our commitment to diversity & inclusion. It's just the way we do business.
We are an equal opportunity employer and value diversity at Crunchyroll. Pursuant to applicable law, we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Crunchyroll, LLC is an independently operated joint venture between US-based Sony Pictures Entertainment, and Japan's Aniplex, a subsidiary of Sony Music Entertainment (Japan) Inc., both subsidiaries of Tokyo-based Sony Group Corporation.
At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Armament Systems is seeking a Program Planning and Scheduling Manager (Manager Level 1) to support our Plymouth, MN site. This manager must be capable of creating and maintaining a resource-loaded schedule network that is the core of a schedule-driven EVMS implementation.
Job duties and responsibilities will include, but are not limited to, the following:
- Manage scheduling personnel. Mentor and develop professional talent within the business unit.
- Provide program schedulers with day-to-day support, guidance, troubleshooting, and satisfying programmatic requirements
- Prepare, develop and coordinate the integrated master plan and integrated master schedule to meet all program objectives.
- Track plans and schedules, perform risk analysis, identify and resolve critical path and network logic conflicts.
- Provide program planning and scheduling support to internal and external customers. This includes gathering of source planning data, logical sequencing of activities, establishing activity durations and loading of resources in an Integrated Master Schedule Network for the purpose of providing status reporting and earned value analysis of work performed against the approved baseline plan.
- Implement automated planning software to perform schedule analysis and reporting, including critical path analysis and assessment, schedule risk assessments, schedule health metrics analysis.
- Analyze variances/trends and develop new methods and process techniques.
- Able to assist in the creation and presentation of content to various levels of leadership, efficiently work with multiple functional teams, supplier teams, and Program/Project Managers and exert some influence on peers and internal customers.
- Support/coordinate internal and external surveillance audits and DCMA surveillance reviews, and integrated baseline reviews
- Ensure full compliance with corporate policies, with particular focus on implementation of the NG Earned Value Management System
Basic Qualifications:
- 9+ years of experience in Business Management with Bachelor's degree OR - 7+ years of experience with a Master's
- Experience with Microsoft Project and the development of an Integrated Master Schedule
- Proficiency with MS Office applications
- Full understanding Earned Value Management (EVM) practices and the ability to support implementation on programs with varying contract types
- Experience in supporting Integrated Product Teams (IPTs), Integrated Baseline Reviews (IBRs) and DCMA Joint Surveillance Reviews (JSRs)
Preferred Qualifications:
- Experience with Deltek Open Plan and Acumen Fuse
- Experience with SSI Tools
- Experience leading a team
- Experience in the aerospace and defense industry
- Experience scheduling in an Earned Value management environment with working knowledge and experience with scheduling in a compliant EVMS environment, including familiarity with DI-MGMT-81650 and related government requirements
- Active DOD or ability and willingness to obtain a Secret Clearance
Primary Level Salary Range: $112,600.00 - $169,000.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.
Senior Associate/Junior Partner-Estate Planning
Boca Raton or West Palm Beach-Hybrid
OVERVIEW
The PeterSan Group has partnered with a full-service law firm seeking a Senior Associate or Junior Partner to support and grow a busy, sophisticated Trusts & Estates practice. The successful candidate can sit in either Boca Raton or West Palm Beach, Florida. Relocation candidates will also be considered. This role offers a rare opportunity to work closely with a nationally recognized practitioner who maintains a substantial and consistently growing book of business and is seeking a long-term right hand to help manage and expand a thriving private wealth practice.
The Practice
- Focus on sophisticated estate planning, with the hope that the candidate also has estate administration experience
- Advising ultra-high-net-worth individuals and families, typically with estates valued at $50MM+
- Heavy emphasis on complex drafting and strategic planning
The Ideal Candidate
- 7+ years of experience in trusts & estates / private wealth
- Strong background in estate planning and drafting
- Estate administration experience is a plus
- Capable of handling sophisticated, high-touch client matters
- Interested in a long-term platform with meaningful responsibility and growth
- Comfortable working closely with a senior partner and taking ownership of matters
Why This Opportunity
- Work directly with a market-leading Trusts & Estates partner with sustained demand
- Meaningful client exposure and hands-on responsibility from day one
- Opportunity to step into a visible, impactful role within a premier private wealth practice
- Strong platform for long-term growth and leadership
Compensation
- Competitive and commensurate with experience
About The PeterSan Group (a TalentoHC company):
The PeterSan Group, a TalentoHC company, is a premier legal executive search and talent advisory firm specializing in placing partners, associates and in-house council across the global legal market. We partner with law firms, corporate legal departments, and government agencies to identify exceptional talent. Combining PeterSan's deep legal industry expertise with TalentoHC's global executive search platform, our firm delivers customized recruitment and advisory solutions that help organizations build high-performing legal teams. TalentoHC is an equal opportunity employer committed to fostering an inclusive workplace.
Looking for a rewarding career in Dallas, TX. A busy law firm is seeking a skilled Estate Planning and Probate Legal Assistant to join their team. This is a direct hire opportunity to become a vital member of a growing practice and support attorneys in estate planning and probate matters.
Company Profile
A top multi-service law firm in Texas known for professionalism, client service, and collaborative team culture. The firm offers a fast-paced, dynamic work environment with opportunities to grow and expand your estate planning expertise.
Estate Planning and Probate Legal Assistant Role
Prepare and revise legal documents, including wills, trusts, tax forms (706s, 709s), and asset lists.
Draft, edit, and proofread correspondence, legal memoranda, and other communications.
Transcribe dictation from voicemails and other sources accurately.
Manage incoming and outgoing mail and electronic correspondence.
Answer and direct incoming phone calls, respond to general inquiries.
Schedule and coordinate conference calls, client meetings, and appointments.
Maintain attorney calendars, track deadlines, and manage multiple schedules.
Open, organize, and maintain client files, ensuring proper filing procedures.
Review and process monthly billing memos and enter attorney time records.
Arrange travel and business itineraries as needed.
Communicate professionally with clients and internal staff at all levels.
E-file documents in federal and state courts as required.
Strong filing, typing, and discernment is needed.
Estate Planning and Probate Legal Assistant Background Profile
Minimum of five years of legal assistant experience, preferably in estate planning and probate
Strong knowledge and experience drafting wills, trusts, and related estate planning documents
Proven ability to manage multiple calendars, deadlines, and priorities
Solid working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint)
Proficiency in electronic court filing systems (Federal and State)
Typing speed of at least 80 words per minute
706/709, NetDocs, & Orion experience is not required, but would be a huge plus
Excellent verbal and written communication skills, with strong grammar, spelling, and proofreading abilities
Strong organizational skills and attention to detail
Strong filing, typing, and discernment is needed
Ability to work both independently and collaboratively within a team
Dependable, professional, and able to maintain confidentiality
Features and Benefits
Multiple healthcare and dental plans
Life insurance
Vision insurance
401k retirement plan
Paid parking
We have a flexible work environment, and fluid career paths.
We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and Government 457 plan participants.
This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned.
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually.
What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomesDevelop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plansConduct one-on-one virtual and on-site group meeting by using various technologies in a professional mannerManage meeting schedule, including travel bookingCreate and execute dynamic business plans and tactics to drive positive retirement income objectives for participantsDocument interactions in Salesforce and collect required information to adhere to guidelines for regulatory complianceAchieve plan level and individual goals to help achieve service level agreements and business resultsParticipate in client meetings, sales finals, or other external meetings as neededWork collaboratively across internal service and management teams to improve effectivenessWhat you will bring Bachelor's degree or equivalent work experience in lieu of a degree3 – 5 years relevant financial services experienceStrong presentation skills requiredProficiency in MS Word, Excel, PowerPoint, and Teams requiredStrategic thinker who can work independently requiredStrong relationship building and territory management skills requiredFINRA Series 6, 63, 65 registrations required within established timeline;current FINRA registrations strongly preferredFINRA fingerprinting required upon hireWhat will set you apart Working knowledge of Salesforce preferredWorking knowledge of building blocks for successful retirement planning preferredBasic understanding of defined contribution plans preferredPractical experience providing high-level, consultative client interactions preferred#PJRPA
***Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
***What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) –BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
BRGs are open to all.
Base Salary Range $72,200.00
- $101,975.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer•Drug-free workplace We are an equal opportunity employer with a commitment to diversity.All individuals, regardless of personal characteristics, are encouraged to apply.All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
*** Job Posting End Date at 12:01 am on: Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility:Remote
- Must reside within territory
We have a flexible work environment, and fluid career paths.
We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing governmental employees and plan participants in NW North Carolina .
The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement.
This position will also work to effectively establish and grow relationships with key stakeholders within the territory assigned.
This Retirement Plan Counselor will work with NC public employees in a 10-county region that includes Winston-Salem, Wilkesboro and Boone.
What you will do
* Develop and facilitate communication and education strategies by conducting virtual and on-site individual and group meeting by using various technologies in a professional manner
* Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
* Achieve business results and facilitate impactful conversations while meeting service level agreements
* Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
* Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
* Manage meeting schedule, including travel booking
* Provide feedback about the effectiveness of communication materials/strategies and assist in identifying alternatives
* Attend client meetings with other service team members
* May be asked to participate in finals presentations for new prospects based on the demands of the territoryWhat you will bring
* Bachelor's degree and or equivalent experience considered in lieu of a degree
* 2
- 4 years relevant financial services experience
* Strong presentation skills required
* Proficiency in MS Word, Excel, PowerPoint and Teams required
* Strong relationship building and territory management skills
* FINRA Series 6 and Series 63 registrations
* FINRA fingerprinting requiredWhat will set you apart
* Working knowledge of Salesforce preferred
* Ability to calculate figures such as interest, proportions, percentages, and fractions required
* Strategic thinker who can work independently
* Practical experience providing high-level, consultative client interactions preferred
* Basic knowledge of defined contribution plans preferredPJRPA Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
* Medical, dental, vision and life insurance
* Retirement savings
- 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
* Tuition reimbursement up to $5,250/year
* Business-casual environment that includes the option to wear jeans
* Generous paid time off upon hire
- including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
* Paid volunteer time — 16 hours per calendar year
* Leave of absence programs
- including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
* Business Resource Groups (BRGs)
- BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
BRGs are open to all.Base Salary Range $59,700.00
- $84,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Equal opportunity employer Drug-free workplaceWe are an equal opportunity employer with a commitment to diversity.
All individuals, regardless of personal characteristics, are encouraged to apply.
All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Job Posting End Date at 12:01 am on: Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency Workplace Flexibility: Remote
- Must reside within territory
Pay: $95,000.00 - $150,000.00 per year
Why This Is a Great Opportunity
- Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment
- Do real transactional work: entity formation, governance, contracts, due diligence, and outside general counsel-style support
- Work closely with business owners and closely held companies on practical, strategy-driven planning
- Strong platform for growth if you’re polished, detail-oriented, and client-service driven
- Stable, professional environment with high standards and meaningful work
Location: Full-time, on-site role based in Salt Lake City, UT (in-person collaboration and client service are core to how the team operates).
Note: Must be actively licensed and in good standing with the Utah State Bar, and must have 1+ year of transactional/business planning experience.
About Us
We are a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients. Our work is detail-driven, highly confidential, and rooted in exceptional client service. We value professionalism, responsiveness, and strong judgment. Confidential Employer.
Job Description
- Draft and review entity formation and governance documents for LLCs, corporations (for-profit and nonprofit), LPs, and other entities
- Draft, review, and negotiate a wide range of business contracts and transactional documents
- Provide outside general counsel support to business owners and closely held businesses
- Conduct legal due diligence in connection with business transactions and planning matters
- Advise clients on business planning, operations, and risk management from a practical legal perspective
- Collaborate closely with attorneys and staff to deliver a polished client experience
- Maintain organized matter files, documentation, and document-management workflows
- Meet an annual billing expectation of 1,800 billable hours with consistently high-quality work product
Qualifications
- J.D. from an accredited law school
- Active Utah State Bar license and in good standing
- 1+ year of experience practicing in transactional law and/or business planning (entity formation/governance and contracts)
- Strong drafting skills and sound issue-spotting judgment
- Excellent written and verbal communication skills with a client-service mindset
- Highly organized, detail-oriented, and dependable with deadlines and follow-through
- Comfortable with document management and matter organization in a professional services environment
Why You Will Love Working Here
- Professional, discreet, high-performing team with a strong standard of excellence
- Client-facing work with real ownership and accountability
- Collaborative environment with consistent work quality and clear expectations
- Opportunity to deepen transactional skills across business planning, governance, and contracts
JPC-705
Job Type: Full-time
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .
Location: Hybrid 1x/week (Office location-3940 N. Ravenswood, Chicago, IL 60613)
Pay Range: $38.46/hr- $48.08/hr
Position Summary
The Compensation Plan Operations Paralegal will support the legal and business teams in the intake, preparation, routing, and execution of loan officer compensation plans and related addendums. This role focuses on workflow management, structured request validation, template-based drafting, and coordination across legal, compliance, and business stakeholders.
This position is designed to improve operational efficiency, reduce attorney workload on routine matters, and ensure consistency in compensation plan documentation.
The role will work within the company’s contract workflow platform (such as IntelAgree or similar systems).
Key Responsibilities:
Intake and Workflow Management
- Review incoming compensation plan requests for completeness and policy alignment.
- Enforce structured intake requirements.
- Communicate with requesters to obtain missing or unclear information.
- Route matters to appropriate legal or compliance reviewers.
Template-Based Drafting and Document Preparation
- Prepare standard compensation plan documents and addendums using approved templates.
- Insert variable business terms into controlled document sections.
- Maintain consistency with company-approved language.
- Ensure documentation follows internal governance standards.
Process Improvement
- Identify recurring workflow bottlenecks.
- Suggest improvements to intake forms and template structures.
- Support reporting on turnaround time and workflow metrics.
Required Qualifications:
Education and Experience
- Associate or Bachelor’s degree required.
- 4+ years of experience in corporate legal, compliance, contract administration, or paralegal operations.
Core Skills
- Strong attention to detail.
- Ability to follow structured workflow procedures.
- Comfortable using document management systems.
- Professional written and verbal communication skills.
- Ability to work in high-volume environments.
- Proficiency in Microsoft Office (Outlook, Word, Excel)
Preferred Qualifications (Highly Valuable)
- Experience with contract lifecycle management systems.
- Exposure to financial services, mortgage, or compensation structures.
- Familiarity with workflow automation concepts.
- Basic understanding of regulatory or compliance review processes.
- Data organization or reporting experience.
Work Style Characteristics (Important for Success)
The ideal candidate should be:
- Process-oriented
- Comfortable with repetitive high-accuracy work.
- Able to enforce intake standards politely but firmly.
- Interested in operational efficiency.
What Success Looks Like in This Role
- Reduced attorney time spent on routine drafting.
- Faster compensation plan cycle times.
- Improved request completeness at intake.
- Reliable document execution tracking.
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).
Applications are being accepted on an ongoing basis.
Our client is seeking a sophisticated Tax & Estate Planning Attorney to join our highly respected Silicon Valley practice. We represent high-net-worth individuals, business owners, and multi-generational families in complex estate and tax matters. This is an opportunity to work on sophisticated planning strategies in a collaborative, growth-oriented environment.
What You’ll Do:
- Design and implement advanced estate plans (revocable/irrevocable trusts, GRATs, SLATs, ILITs, etc.)
- Advise clients on federal and California tax planning strategies
- Handle wealth transfer planning, business succession planning, and asset protection
- Draft estate planning documents and oversee trust administration matters
What We’re Looking For:
- 4+ years of experience in tax and estate planning
- Strong knowledge of federal estate and income tax laws
- California Bar admission
Why Join Us?
- Established, reputable firm with strong community presence
- High-level, sophisticated clientele
- Collaborative team culture
If you’re looking to elevate your estate planning practice with a firm that values expertise, long-term relationships, and professional growth, we’d love to connect.
Salary and Other Compensation:
The annual salary for this position is between $160,000 – $200,000 annually. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.
If you are interested in this position and want to know more about it, you can schedule a call with me through my Calendly link: