Code Red Diet Plan Pdf Jobs in Usa

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!

As 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.

We 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.

Both 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

We 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 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.

Job ID: 410475

Practice area:- Estate & Tax Planning

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

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

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

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

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

________________________________________

Key Responsibilities

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

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

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

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

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

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

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

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

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

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

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

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

________________________________________

Qualifications

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

• Active Massachusetts Bar required or eligibility for admission.

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

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

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

________________________________________

Education

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

________________________________________

Certifications

• Active admission to the state bar.

________________________________________

Skills

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

• Strong listening and analytical questioning skills.

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

• Confidence in direct client interaction.

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

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

________________________________________

Culture & Firm Appeal

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

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

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

________________________________________

Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

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

• Strong mentorship and collaborative firm culture.

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

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

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

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

________________________________________

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.

Job ID: 410229

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA 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

A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.

Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.

________________________________________

A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.

Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm's Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.

This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.

This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.

________________________________________

Key Responsibilities

• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.

• Draft and review estate planning documents including trusts, wills, and related instruments.

• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.

• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.

• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.

• Provide strategic legal and business insights tailored to clients' financial and family goals.

• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.

• Participate in client development initiatives and support the continued growth of the estate planning practice.

________________________________________

Qualifications

• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience advising high-net-worth individuals and families preferred.

• Strong understanding of estate planning structures and family wealth management strategies.

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

• Ability to develop and maintain sophisticated client relationships.

• Strong analytical thinking and legal drafting skills.

________________________________________

Education

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

• LL.M. in Taxation preferred but not required.

________________________________________

Certifications

• Licensed to practice law in California.

________________________________________

Skills

• Strong analytical and legal research capabilities.

• Excellent written and verbal communication skills.

• Experience managing complex client relationships.

• Ability to work both independently and collaboratively.

• Attention to detail in drafting sophisticated estate planning instruments.

________________________________________

Culture & Firm Appeal

This opportunity is with a respected California-based law firm known for delivering strategic legal services to individuals, families, and businesses across a broad range of industries. The firm maintains a strong presence in the San Francisco legal market and provides comprehensive legal services spanning litigation, business transactions, real estate, and private client services.

The firm emphasizes diversity, collaboration, and community engagement, with initiatives supporting leadership development, diversity programs, and professional advancement. Attorneys benefit from a supportive environment focused on achieving both professional excellence and personal satisfaction.

Professionals exploring San Francisco legal jobs will appreciate the firm's commitment to client service, inclusive culture, and long-term career growth opportunities within its estate planning and private client practice.

________________________________________

Why This Role Is Unique

• Opportunity to work with high-net-worth and ultra-high-net-worth clients across diverse industries.

• Exposure to sophisticated family wealth and estate planning strategies.

• Collaborative private client practice within a highly respected law firm.

• Strong mentorship and professional development opportunities.

• Clear partner-track position supporting long-term advancement.

• Ideal opportunity for attorneys seeking advanced San Francisco legal jobs in trusts and estates.

This position rarely opens at this level and provides attorneys the opportunity to expand their expertise in family wealth advisory and estate planning within a thriving private client practice.

________________________________________

Benefits

• Health and welfare benefits.

• Vacation and leave time, including parental and sabbatical leave.

• Paid holidays.

________________________________________

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.

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

ABOUT THE ROLE

Lyneer Search Group is seeking a Managing Director, Family Office Planning to join a premier Family Office Services team. This is a senior-level, technical estate planning role for a credentialed professional ready to serve as the firm's go-to expert in complex wealth transfer, trust administration, and multi-generational planning for ultra-high-net-worth families.

This is a 100% on-site position.

─────────────────────────────────────

WHAT YOU'LL DO

As a key member of the Family Office Services team, you will:

Produce and review complex estate and wealth planning deliverables — including estate flowcharts, comprehensive wealth transfer plans, and technical planning reports

Develop proactive planning observations and recommendations for UHNW clients

Review, analyze, and summarize sophisticated estate planning documents

Guide Wealth Strategists in the oversight of family entity administration

Serve as the estate planning technical resource for Managing Directors and client teams in meetings and on deliverables

Research, write, and publish expert articles on wealth transfer topics for professional journals and industry platforms

Provide firm-wide training and subject matter expertise on tax and estate planning issues

Cultivate relationships with outside advisors for ongoing technical collaboration

─────────────────────────────────────

WHAT YOU BRING

Education & Credentials:

• Postgraduate degree: JD, LLM, or MST strongly preferred

• Professional designation: CPA, CFP, and/or CPWA preferred

• 10+ years of experience in estate and tax planning, trust planning, or fiduciary administration

• Deep experience with strategic wealth planning for HNW and multi-generational families

• Current knowledge of legislative and case law developments in estate planning

Skills & Attributes:

• Strong analytical skills with exceptional attention to detail

• Demonstrated track record as an author and presenter of complex estate planning strategies

• Advanced Excel skills for building complex planning worksheets

• Ability to translate complex planning strategies into clear, client-friendly language

• Highest level of discretion and professionalism with confidential matters

• Collaborative team player who also thrives working independently

─────────────────────────────────────

WHY THIS ROLE

→ Senior Technical Authority — serve as the firm's go-to estate planning expert with real visibility and influence

→ Complex, Meaningful Work — daily engagement with sophisticated UHNW multi-generational planning

→ Thought Leadership — publish expert articles and build your profile as an industry authority

→ High-Caliber Environment — collaborate with Managing Directors, client cell teams, and leading outside advisors

─────────────────────────────────────

WORK ENVIRONMENT

• 100% On-Site

• Limited travel as business needs require

─────────────────────────────────────

HOW TO APPLY

Apply directly through this post.

Explore all open roles at Lyneer Search Group.

Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent — and we've maintained a 100% placement rate in retained searches since 1993.

About Us

The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3.9 billion. Our mission is to enhance the lives of all residents in Greater Cleveland, now and for generations to come.

As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy.

About You

You are a detail-oriented and proactive professional with a strong interest in both legal operations and accounting within a mission-driven nonprofit environment. Highly organized, analytical, and efficient, you thrive in roles that require precision, discretion, and thoughtful collaboration across disciplines. You bring the ability to execute and coordinate work at the intersection of Legal and Finance, supporting each function within clearly defined roles, controls, and accountability frameworks.

You are comfortable managing complex data, navigating compliance systems, and supporting financial processes while applying a strong legal lens to charitable planning and administration. Whether preparing fund agreements, assisting with complex outright and estate gifts, or managing gift processing and administration, you bring clarity, organization, and insight to every task. As a trusted partner to the Legal, Finance, and Philanthropy teams, you understand how disciplined legal and financial infrastructure underpins effective donor stewardship and philanthropic impact.

Job Summary

The Senior Paralegal, Charitable Planning & Administration role is a dual-function position that bridges Legal and Finance to support charitable planning, gift administration, and compliance. It advances the organization’s goals by ensuring legally sound, well-coordinated charitable giving and gift administration processes while maintaining clear accountability within each department. As part of the Legal team, the role supports the General Counsel and Legal Counsel with legal services related to charitable giving, contracts, compliance, and legal operations, while also providing defined operational support to Finance. The position reports directly to the General Counsel, with finance-related work performed under the functional direction of the Vice President, Accounting.

Key Responsibilities

• Ensure legally sound, donor-intent–aligned charitable giving and gift administration by integrating legal oversight, compliance, and operational execution across the lifecycle of complex gifts, estates, trusts, and funds.
• Advance organizational effectiveness and risk management by supporting high-quality legal services, contract governance, and compliance practices related to charitable planning, agreements, and foundation operations.
• Enable accurate, timely, and compliant gift administration by overseeing critical processes for gift receipt, allocation, acknowledgement, fund setup, and specialized fund transactions in close coordination with Legal, Finance, and Philanthropy.
• Strengthen cross-functional coordination and donor experience by serving as a trusted operational and legal partner to internal teams, donors, and external advisors, ensuring clarity, consistency, and responsiveness in donor transactions.
• Improve systems, data integrity, and decision-making by contributing legal and operational expertise to Salesforce and contract management tools, and by producing reliable reporting on planned gifts, estates, trusts, and funds.

Competencies & Behavioral Expectations

• Judgment
• Communication
• Teamwork & Collaboration
• Adaptability
• Problem-Solving

Required Qualifications

• A bachelor’s degree in a relevant field and/or paralegal certificate or equivalent legal training.
• Minimum five to seven years’ experience in a paralegal, legal operations, trust and estate administration, charitable planning, or related role; nonprofit, finance, and/or in-house experience a plus.
• Demonstrated experience drafting and reviewing complex legal documents, including charitable gift agreements, fund agreements, estate and trust related documents, or comparable instruments.
• Working knowledge of estate planning, trusts, charitable giving vehicles, and donor-advised funds, including donor intent and compliance considerations.
• Experience supporting or coordinating estate and/or gift administration, receipting, or accounting-adjacent processes.
• Ability to work effectively in a dual-reporting or matrixed environment, balancing priorities across departments while maintaining clear role boundaries.
• Strong analytical, organizational, and data-management skills, with the ability to manage multiple workflows and deadlines with a high degree of accuracy.
• High level of discretion and sound judgment in handling confidential legal, financial, and donor information.
• Proficiency researching individuals and other funding sources through online resources (Lexis, etc.) and other electronic and print sources of information.
• The ability to collaborate successfully with a diverse group of individuals internal and external to the organization.

Preferred Qualifications

• Proficiency with software platforms, such as Agiloft, Salesforce, iPhi/Ren, PG Calc, Microsoft Office and/or other contract lifecycle or project management systems
• Work Environment
• The role is primarily office-based, involving frequent interaction with executives, staff, and external partners.
• The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
• Occasional extended hours to meet deadlines or support special events.
• Occasional travel may be required for meetings, events, or conferences.

Status: Regular, Full-Time, Exempt

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.