Conversion Rate Optimization Specialist Jobs in Usa
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Job Title: Social Media Specialist
Work Arrangement: Hybrid
Employment Type: Three month contract
Position Overview
We are seeking an experienced Social Media Specialist to provide temporary leave coverage. This role will own day-to-day social media management across multiple brand channels, ensuring consistent, engaging, and on-brand content that supports marketing and organizational goals.
Key Responsibilities
- Manage daily social media activity across LinkedIn, Instagram, and Facebook.
- Plan, create, and publish organic content aligned with brand strategy.
- Support community management and audience engagement.
- Collaborate with internal teams to ensure consistent messaging.
- Track performance metrics and apply platform best practices to optimize results.
- Provide ad hoc social media support as needed.
- Support paid social campaigns, including setup and optimization (preferred).
Qualifications
- Proven experience managing branded social media accounts.
- Strong content creation and copywriting skills.
- Experience with paid social advertising preferred.
- Ability to work independently with minimal supervision.
- Strong organizational, communication, and analytical skills.
Clinical Informatics Specialist, must be ON-SITE in INDIANA
Beacon Health System is seeking a Clinical Informatics Specialist to support the design, implementation, optimization, testing, training, and maintenance of clinical information systems that drive excellence in patient care and clinical operations.
This role serves as a key liaison between clinical teams and Information Systems, helping translate clinical workflows into effective technology solutions while supporting end users, data integrity, performance improvement, and system enhancements.
Responsibilities
- Support implementation and maintenance of clinical software applications
- Optimize workflows and clinical system functionality
- Troubleshoot and resolve application issues
- Develop and execute testing scenarios and validate results
- Provide training and support to clinical users and medical staff
- Monitor data integrity and support system documentation
- Partner with clinical and IS teams on performance improvement initiatives
Qualifications
- Associate's or Bachelor’s degree in a clinical discipline
- Current Indiana licensure, if applicable
- 3–5 years of progressively responsible clinical experience
- Strong understanding of clinical operations and workflows
- Experience with EHRs or clinical information systems
- Excellent communication, analytical, and training skills
Preferred
- Clinical Informatics program graduate
- RN - Registered Nurse
- Informatics certification
- Epic or other relevant clinical systems experience
- Prior leadership experience
Position Overview: We are seeking a highly skilled and analytical Specialist I, planning to join our planning team. In this role, you will be responsible for developing and managing comprehensive plans that support our operational and strategic objectives. The Specialist I, Planning will work closely with various departments to ensure optimal resource utilization, efficient production schedules, and effective supply chain management.
Key Responsibilities:
Strategic Planning: Develop and implement detailed planning strategies that align with organizational goals.
Analyze market trends, production capacities, and resource requirements to create effective plans.
Production Scheduling: Create and manage production schedules to ensure timely and efficient manufacturing processes. Monitor progress and adjust schedules as needed to meet changing demands and priorities.
Inventory Management: Oversee inventory levels to balance supply and demand. Develop
strategies to optimize inventory turnover, minimize stockouts, and reduce excess inventory.
Demand Forecasting: Utilize data and analytics to forecast demand and support planning
decisions. Collaborate with sales, marketing, and other departments to gather input and refine forecasts.
Resource Allocation: Coordinate with supply chain, procurement, and production teams to allocate resources effectively. Ensure that materials, equipment, and personnel are available to meet production and project needs.
Performance Monitoring: Track key performance indicators (KPIs) related to planning and operational efficiency. Prepare reports and provide insights to management for continuous
improvement.
Process Improvement: Identify opportunities for process enhancements and implement best practices to improve planning accuracy, efficiency, and overall performance.
Collaboration: Work closely with cross-functional teams to align planning activities with organizational objectives. Support project teams in achieving milestones and resolving planningrelated issues.
Qualifications:
Education: Bachelor’s degree in supply chain management, Business Administration, Industrial Engineering, or a related field. Advanced degrees or certifications (e.g., CPIM, APICS) are a plus.
Experience: Minimum of 1 -3 years of experience in planning, scheduling, or supply chain management, preferably within a manufacturing or industrial environment.
Skills: Strong analytical and problem-solving skills, with the ability to interpret data and develop actionable insights. Proficiency in planning software, ERP systems, and Microsoft Office Suite (Excel, Word).
Attention to Detail: High level of accuracy and attention to detail in developing and managing plans.
Communication: Excellent verbal and written communication skills, with the ability to effectively interact with team members, stakeholders, and management.
Organizational Abilities: Strong organizational and time-management skills, with the capability to handle multiple priorities and meet deadlines.
Benefits:
- Competitive salary and performance-based incentives
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company matching
- Paid time off, sick leave, and holidays
- Professional development and career growth opportunities
- Employee wellness programs and support services
Canadian Solar Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
About Castelion
Castelion is bringing a new approach to defense development and production: one that focuses on short, iterative design cycles, rapid testing in development, and modern commercial manufacturing strategies for production at scale. We're designing, building, and testing next generation long range strike weapons systems to give America and its Allies a definitive edge and deter future conflicts.
Inventory Specialist
As an Inventory Specialist, you'll play a critical role in maintaining the integrity, accuracy, and efficiency of inventory operations across physical and system environments. Working closely with Purchasing, Production, and Supply Chain teams, you will ensure that materials are accurately received, tracked, stored, and issued to support production schedules.
This role requires strong attention to detail, hands-on execution, and a continuous improvement mindset. You will be responsible for ensuring that physical inventory aligns precisely with system data to enable reliable production planning and operational excellence in a fast-paced manufacturing environment.
Responsibilities
- Track, receive, identify, and document inbound inventory in accordance with company procedures.
- Coordinate shipping activities and ensure outbound materials are accurately processed and documented.
- Maintain alignment between physical inventory stock levels and corresponding quantities and locations within the ERP system.
- Own inventory accuracy by executing and maintaining a robust cycle count program.
- Perform regular physical inventory audits and reconcile discrepancies between physical and system records.
- Collaborate with Purchasing, Production, and cross-functional stakeholders to investigate and resolve inventory variances.
- Identify root causes of discrepancies and implement corrective actions to prevent recurrence.
- Support daily production kitting and ensure the production floor is supplied with required materials per the monthly production plan.
- Optimize physical storage locations to improve space utilization, material flow, and accessibility.
- Maintain compliance with company procedures, documentation standards, and security requirements.
- Lift, carry, handle, and transport materials up to 50 lbs unassisted as required.
- Support continuous improvement initiatives focused on inventory control, process efficiency, and data accuracy.
Basic Qualifications
- High school diploma or vocational school diploma.
- 3+ years of experience in Material Management, Manufacturing Operations, or a related field.
- Experience working in ERP systems within a manufacturing environment.
- Strong proficiency in Microsoft Office tools including Word, Excel, and PowerPoint.
- Advanced Excel skills with the ability to analyze and reconcile data.
- Strong written and verbal communication skills.
- Self-motivated individual with a hands-on approach and a demonstrated continuous improvement mindset.
- Ability to obtain and maintain an active U.S. Secret security clearance.
Preferred Skills and Experience
- Experience supporting inventory operations in aerospace, defense, or high-tech manufacturing environments.
- Experience driving process improvements in inventory control or warehouse operations.
- Familiarity with structured cycle count programs and audit readiness practices.
- Experience supporting production kitting and material flow optimization.
- Professional certifications in supply chain or operations (e.g., APICS) are a plus.
All employees are granted long-term stock incentives as part of their employment as Castelion. All employees receive access to comprehensive medical, vision, and dental insurance, and the company offers three weeks of paid time off per year.
Leadership Qualities
Bias to Action and Creative Problem Solving. Desire and experience questioning assumptions in ways that lead to break through ideas that are ultimately implemented. Successfully bring in applicable processes/concepts/materials from other industries to achieve efficiency gains. Ability to personally resolve minor issues in development without requiring significant support.
High Commitment, High Initiative. A successful candidate will have a genuine passion for Castelion's mission and consistently look for ways to contribute to the company's technical goals and prevent hardware blockers. Ability to work in a fast paced, autonomously driven, and demanding atmosphere. Strong sense of accountability and integrity.
Clear Communicator. Proactively communicates blockers. Trusted in previous roles to be voice of company with regulators, suppliers, gate keepers and customers. Capable of tactfully managing relationships with stakeholders to achieve company-desired outcomes without compromising relationships. Emails, IMs and verbal interactions are logical, drive clarity, and detailed enough to eliminate ambiguity.
ITAR Requirements:
- To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State.
Employment with Castelion is governed on the basis of competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.
Inventory Control Specialist
Location: Brandon, Florida
Full-time | Monday-Friday | 7:30 AM–4:00 PM
Overview:
Robert Half is seeking a detail-oriented Inventory Control Specialist to manage inventory levels and ensure products are consistently available to meet customer demand. This role analyzes sales data, monitors stock levels, and collaborates with suppliers and internal teams to optimize replenishment processes and maintain efficient supply chain operations.
The ideal candidate is analytical, organized, and comfortable working in a fast-paced environment while managing repetitive tasks with accuracy and consistency.
Responsibilities:
- Monitor inventory levels and ensure timely replenishment to maintain optimal stock availability
- Analyze sales trends, forecasts, and historical data to determine reorder points and quantities
- Coordinate with suppliers, warehouse teams, and internal stakeholders to schedule deliveries
- Manage replenishment schedules to prevent stockouts and minimize excess inventory
- Utilize inventory management systems to track product movement and inventory accuracy
- Investigate inventory discrepancies and support resolution processes
- Maintain accurate records of orders, stock levels, and supplier performance
Requirements:
- 2+ years of experience in related field
- Strong analytical skills with the ability to interpret sales and inventory data
- Understanding of supply chain logistics and inventory control principles
- Excellent organizational skills and strong attention to detail
- Effective communication skills for coordinating with vendors and internal teams
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Proficiency in Microsoft Excel or similar data analysis tools preferred
Benefits:
- Medical
- Vision
- Dental
- 401K
- PTO and Holidays
Fast Retailing, recognized for our flagship brand UNIQLO and Theory, Helmut Lang,
Comptoir Des Cotonnier, GU, PLST, and Princesse Tam Tam brands, operates with the mission of “Changing clothes. Changing conventional wisdom. Change the world.” and the concept of “LifeWear = ultimate everyday wear to improve everyone’s daily life.”
Fast Retailing Group aims to become the world’s No.1 brand, loved by customers globally, by serving as an essential “clothing infrastructure” for everyday life.
As business operations increasingly shift to digital platforms, establishing a robust global security framework for system development and operations has become a critical priority.
This position seeks a professional who can assess the reality of our information systems, identify risks comprehensively, and lead the implementation of optimal security controls in collaboration with IT and business departments, thereby strengthening global information security.
Department Overview:
The Information Security Office is responsible for protecting customer personal data and all internal confidential information.
Operating globally with a diverse team, the office develops and enforces security rules, provides education, and continuously monitors implementation across all regions.
Headquartered in Japan, the team leads global initiatives to assess and mitigate security risks that may impact business operations.
Rather than pursuing local optimization, the office designs and executes security strategies that are optimal for the entire group, working with a wide range of stakeholders, business functions, and technologies to implement and operate security solutions.
Position Overivew:
This position is based in North America (NYC) but primarily functions as part of the Global Headquarter (GHQ) team. In addition to GHQ responsibilities, the role may also support certain activities of the North America Information Security Office.
As a member of the Global Security Operations Center (SOC), this role will handle security monitoring and Tier 2 incident response across multiple environments, including our e‑commerce platform, enterprise systems, and IaaS cloud infrastructure. The projects under this role are not limited to routine alert handling; rather, they involve complex, high‑autonomy initiatives such as:
End‑to‑end oversight of monitoring improvements
- Analyzing detection gaps in our EC, Enterprise, and IaaS environments
- Designing enhanced detection logic and workflows
- Coordinating with global stakeholders to deploy new monitoring rules
Security automation and process optimization projects
- Identifying inefficiencies in existing SOC processes
- Proposing and implementing automation (e.g., SOAR workflows, log enrichment, playbook optimization)
- Driving operational improvements without relying on predefined “plug‑and‑play” tasks
Evaluation and implementation of new security tools
- Leading technical assessments and PoCs for new SOC technologies
- Designing deployment plans and integration strategies
- Executing rollout in coordination with global teams while owning the technical decision-making process
These key projects require the ideal candidate to work independently, evaluate complex security challenges, design appropriate technical solutions, and drive the implementation from concept to completion. The expectation is not to perform basic alert monitoring, but to actively enhance the SOC’s capabilities by applying technical judgment, initiative, and ownership over key security improvements.
Responsibilities:
Based on your strengths and interests, you will take ownership of multiple areas from the list below:
- Implementation, operation, and continuous improvement of cybersecurity technologies (e.g., WAF, AntiBot, email/web/endpoint protection)
- Deployment and enhancement of insider threat prevention solutions (e.g., DLP, CASB, data security platforms)
- Building and managing log monitoring infrastructure, including development of detection and monitoring content
- Planning and executing security assessments and cyberattack simulation exercises
- Responding to security incidents, conducting investigations, and driving technical remediation
- Performing other information security tasks necessary to support the company’s overall risk management
Education & Qualifications:
- Bachelor’s degree in Cybersecurity, Computer Science, Information Technology, or related field
- 4-7+ years of experience in Cyber Threat Intelligence, Security Operations, Incident Response, and/or related roles
- Experience in incident response and related investigations
- Strong knowledge of Incident Response principles, framework, and processes
- Strong, analytical approach to problem solving and solution development
- Able to manage multiple projects and support functions in a fast-paced, dynamic environment.
Salary: $95,000.00 to 120,000.00*
*The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position.
As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state or local law.
Ensure your Fast Retailing US job offer is legitimate and don’t fall victim to fraud. Fast Retailing never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from Fast Retailing or sister company email address. For added security, where possible, apply directly through our job posting.
Job Title: eCommerce Catalog Specialist (Marketplace Operations)
Location: Bolingbrook, IL
Duration: 6 Months
Job Type: Temporary Assignment
Work Type: Onsite
Pay rate: $25. /hr.
Overview:
TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide.
POSITION SUMMARY:
The client’s MarketPlace contractor is responsible forcreating and enhancing web content to drive traffic and conversion. This role will manage relationships with brand vendors to gather information for enhanced product content experiences (images, product, video, technical specs, attributes). The role is accountable for product building, including set up, take down, and presentation of the website for both new and existing UB Marketplace brands and existing marketplace brands via Mirakl as well as internal systems. This position creates and enhances web content within their specific category area to drive traffic and conversion. The position will execute to site standards and ensure that the quality of the content is delivered to the site.
CORE JOB RESPONSIBILITIES:
- Manage category managers and brand relationships to gather product content (copy, images, product, video, attributes and tech specs) to ensure adherence to the new and existing brand go live calendar. Properly categorizes products based on current taxonomy.
- Applies and maintains copy and image style guide standards to maintain position as a best-in-class retailer. Ensures SEO best practices are maintained for product and meta descriptions.
- Utilize Mirakl and web platform to create, update, and manage product content on client website.
- Utilizes problem solving skills to address guest facing issues on the site.
- Proactively works to build collaborative relationships with category managers and brand partners.
REQUIREMENTS FOR CONSIDERATION:
- Bachelor’s degree in business or related field.
- 1-3 years of ecommerce experience preferred.
- Proficiency in Excel and other Office software tools, a must
- Experience with web platform and/or data management system preferred.
- Experience with the Mirakl platform preferred
- Superior time management and organizational abilities, a must.
- Attention to detail (critical for writing/editing and grammar with content posting to live site).
- Ability to utilize complex system tools to manage digital content.
- Ability to work effectively in a team environment as well as independently.
- Demonstrated ability to effectively prioritize projects and multitask to get things done.
TekWissen® Group is an equal opportunity employer supporting workforce diversity.
Strategic Staffing Solutions is currently looking for an ECommerce Catalog Specialist for a W2 contract opportunity with one of our clients!
E-commerce Catalog Specialist
6+ months- W-2 Contract
Bolingbrook, IL -Hybrid
POSITION SUMMARY:
This contractor is responsible for creating and enhancing web content to drive traffic and conversion. This role will manage relationships with brand vendors to gather information for enhanced product content experiences (images, product, video, technical specs, attributes). The role is accountable for product building, including set up, take down, and presentation of the website for both new and existing brands and existing brands via Mirakl as well as internal systems. This position creates and enhances web content within their specific category area to drive traffic and conversion. The position will execute to site standards and ensure that the quality of the content is delivered to the site.
CORE JOB RESPONSIBILITIES:
- Manage category managers and brand relationships to gather product content (copy, images, product, video, attributes, and tech specs) to ensure adherence to the new and existing brand go live calendar. Properly categorizes products based on current taxonomy.
- Applies and maintains copy and image style guide standards to maintain position as a best-in-class retailer. Ensures SEO best practices are maintained for product and meta descriptions.
- Utilize Mirakl and web platform to create, update, and manage product content on the client website
- Utilizes problem-solving skills to address guest-facing issues on the site.
- Proactively works to build collaborative relationships with category managers and brand partners.
REQUIREMENTS FOR CONSIDERATION:
- Bachelor’s degree in business or related field.
- 1-3 years of ecommerce experience preferred.
- Proficiency in Excel and other Office software tools, a must
- Experience with web platform and/or data management system preferred.
- Experience with the Mirakl platform preferred
- Superior time management and organizational abilities, a must.
- Attention to detail (critical for writing/editing and grammar with content posting to live site).
- Ability to utilize complex system tools to manage digital content.
- Ability to work effectively in a team environment as well as independently.
- Demonstrated ability to effectively prioritize projects and multitask to get things done.
“Beware of scams. S3 never asks for money during its onboarding process.”
For 70 years, our team has driven meaningful innovations in kidney care.
As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies.
Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients— that is what Vantive aspires to deliver.We believe Vantive will not only build our leadership in the kidney care space, it will also offer meaningful work to those who join us.
At Vantive, you will become part of a community of people who are focused, courageous and don't settle for the mediocre.
Each of us is driven to help improve patients' lives worldwide.
Join us in advancing our mission to extend lives and expand possibilities.Your Role:In this role, you will support inventory planning across the US DC network ensuring appropriate inventory targets and service levels are met by item-DC to support the customer demand in the region.
You will support network product availability through data analysis using existing and created tools.
You will work cross-functionally with Deployment, Transportation, 3PL, production and marketing ensuring operational excellence by providing contributions optimizing inventory allocations while ensuring processes outcomes are aligned with organizational and industry standards.
Ethics, inclusion and compliance in everything we do.What you'll be doing:Support execution of the daily deployment plan (DRP) based on finished good target inventory levels at the DC level maintaining target days of supply (DOS) while considering the space utilization in the network.Create reporting mechanisms and monitoring of service levels, warehouse occupancy, cost per case, inventory dollars against plan, and other necessary measurements ensuring visibility and proper escalation.Analytical support of the deployment program recognizing carrier and lane opportunities to ensure optimal execution plan.Inventory planning parameter optimization driving item-DC level inventory in the network resulting in inventory cost savingsProvide critical thinking and process execution support in network efficiency projects, product conversions, new product launches, replenishment efficiencies, new DC set ups, cost improvement initiatives and other identified projects.Report forecast anomalies at branch-level based on usage.Drive compliance to weekly late firm orders through reporting and cross-functional follow-up to close out open POs.Ensure daily, weekly, and monthly report requirements are met and published in a timely manner.Analyze network item- DC inventory balance supporting planning and commercial with recommendations and execution.Identify DDS and aged orders costs based on quality and business requirements with Transportation and Logistics teamsSupport short- and long-term supply constraint initiativesWhat you'll bring:Bachelor's degree required.Strong analytical and business problem solving skillsApplies practical problem-solving and decision-making to deliver real-time solutions to problems.Demonstrated ability to interact with and function as a liaison with key stakeholders.Strong understanding in supply chain planning logic, tools and inventory planning terminologyCapability to analyze large amounts of data to optimize processes and identify solutions.Ability to multi-task, prioritize, execute daily tasks on a timely basis, and project management skills.Excellent organizational, written and verbal communication skills.Proficiency in Microsoft Suite (Excel, PowerPoint, Visio and Word)Experience with inventory planning tools and reporting.Ability to operate in complex, fast paced environment with interdependence spanning multiple work streams, teams, and functions.Resourceful, able to find creative solutions to challenges.Critical decision-making skills that affect customer needs and service.Nice to have:Degree in Business/Supply Chain4+ years of inventory planning experienceLogistics experienceAbility to operate in a complex, matrixed environmentRequires strong leadership and teamwork skillsProject management experience and strong organizational skillsExcellent problem solving and analytical skillsExcellent written and oral communication skillsStrong working knowledge of Microsoft Office Suite, including Word, Excel and PowerPointComplex reporting experience, preferred TableauPreferred ERP and Inventory Planning experience: Rapid Response and JDEVantive is committed to supporting the need for flexibility in the workplace.
We do so through our flexible workplace policy which includes a minimum of 3 days a week onsite.
This policy provides the benefits of connecting and collaborating in-person in support of our Mission.We understand compensation is an important factor as you consider the next step in your career.
At Vantive, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices.
The estimated base salary for this position is $76,000 to $90,000 annually.
The estimated range is meant to reflect an anticipated salary range for the position.
We may pay more or less than of the anticipated range based upon market data and other factors, all of which are subject to change.
Individual pay is based on upon location, skills and expertise, experience, and other relevant factors.
This position may also be eligible for discretionary bonuses.
For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview.US Benefits at VantiveThis is where your well-being matters.
Vantive offers comprehensive compensation and benefits packages for eligible roles.
Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance.
Financial and retirement benefits include the Aon Pooled Employer Plan ("Aon PEP"), Vantive's 401(k) retirement savings plan, to help you prepare for your future.The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently.The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals.We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave.
Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits.
Join us and enjoy the competitive compensation and benefits we offer to our employees.
For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | VantiveEqual Employment OpportunityVantive is an equal opportunity employer.
Vantive evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.Know Your Rights: Workplace Discrimination is IllegalReasonable AccommodationVantive is committed to working with and providing reasonable accommodations to individuals with disabilities globally.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information.
Form LinkRecruitment Fraud NoticeVantive has discovered incidents of employment scams, where fraudulent parties pose as Vantive employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information.
To learn how you can protect yourself, review our Recruitment Fraud Notice.
Retirement Plans Account Specialist
Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.
We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.
Key Responsibilities
Responsibilities include, but are not limited to:
- Provide timely administrative and operational support to retirement plan clients and advisory team members
- Respond to client inquiries and assist in resolving questions or issues related to accounts
- Maintain consistent communication with clients, prospects, and external partners
- Document interactions, workflows, and activity in the firm CRM (Salesforce)
- Support preparation and distribution of quarterly investment review reports
- Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
- Prepare and update participant communication and education materials and presentations
- Review paperwork for completeness and accuracy; guide clients on documentation requirements
- Facilitate plan conversions, transfers, and account onboarding activities
- Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
- Maintain electronic records and client files in accordance with firm standards
- Participate in client and prospective client meetings as needed
- Conduct participant education sessions when appropriate
- Collaborate effectively with internal team members and take ownership of assigned outcomes
- Represent the firm through participation in client and networking events
- Perform additional duties as assigned by management
To be considered for this position, you should possess the following qualifications:
- Associate or bachelor’s degree (Business or related field preferred)
- 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Experience with CRM platforms (Salesforce preferred)
- Familiarity with retirement plan tools (RPAG preferred)
- Strong organizational and time-management skills
- Professional communication and client service orientation
- Attention to detail and accuracy in documentation and reporting
- Ability to manage multiple priorities in a collaborative team environment
We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!
Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1
Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT
Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.
1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.
