Creative Planning Jobs in Usa

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.

Health Plan IT Director

Onsite | Dallas, Texas

We are seeking an experienced IT Applications Manager to lead health plan-focused application development and support within our payer organization in Dallas, TX.

This role oversees mission-critical insurance systems supporting eligibility, utilization management, care management, pharmacy, and related payer operations. This is not a hospital IT role — we are seeking a leader with direct health plan / insurance-side experience. The ideal candidate brings strong payer application knowledge, a data-driven mindset, and proven success leading teams in delivering projects on time and within scope.

What You’ll Do

• Lead and manage a team of IT professionals supporting health plan applications
• Oversee application development, integration, enhancement, and production support
• Partner closely with business stakeholders to translate operational needs into technical solutions
• Provide architectural input and solution design guidance (non-coding leadership role)
• Manage vendor relationships, including third-party system implementations (e.g., pharmacy platforms)
• Ensure strong process control, documentation, and system governance
• Drive project execution with strong focus on timelines, accountability, and quality
• Collaborate with enterprise IT teams to ensure cohesive system integration
• Maintain compliance with HIPAA and healthcare data privacy standards

What We’re Looking For

• 5+ years of IT leadership experience within a health plan / payer organization
• Direct experience supporting insurance-side systems (eligibility, UM, care management, pharmacy)
• Strong background in data-driven application environments
• Experience overseeing vendor implementations and system integrations
• Demonstrated ability to lead cross-functional projects and meet deadlines
• Strong documentation, process management, and operational discipline
• Experience managing teams of 10+ FTEs
• Working knowledge of SQL and application environments (technical fluency required; coding not required)
• Bachelor’s degree in Computer Science or related field

Faith-based, not-for-profit health system looking to bring on Director of Planned Giving! Bonus Program!

• Will lead and grow a comprehensive estate and gift planning program. Reporting to the Executive Director, this leader will manage, plan, and implement a strategic planned giving program designed to expand philanthropic impact and advance compassionate, high-quality care — especially for vulnerable populations.

• High-visibility role with strong support from executive leadership and Board members. Department is in a growth phase, offering significant opportunity to build infrastructure, expand donor relationships, and shape long-term philanthropic strategy.

Qualifications:

• Bachelor’s degree required; JD, Accounting, or Financial Planning preferred
• 8+ years of progressive planned giving experience within a large nonprofit
• Demonstrated success closing major and estate gifts
• Strong knowledge of trusts & estates, taxation, probate, and charitable gift structures
• Experience leading within a complex, matrixed organization
• CFRE and/or CSPG preferred

Reporting to the Director, HR Operations, this role is responsible for forecasting and planning the future workforce needs of Valley Children’s Healthcare. Through in-depth analysis of workforce demographics, labor trends, and required skill sets, the position identifies staffing gaps and partners with leadership to develop data-driven, quantitative labor forecasts that support organizational performance, operational planning, and long-term strategic initiatives.

This role oversees the position request and approval process and plays a key role in the continuous evolution of the organization’s comprehensive compensation program. By anticipating future compensation challenges, the incumbent proactively designs innovative, scalable solutions aligned with organizational goals, compensation philosophy, and financial guardrails. The position regularly presents clear, compelling, and data-backed recommendations to executive leadership to drive alignment and informed decision-making.

Additionally, this role oversees the operation, optimization, and integrity of Human Resource Information Systems (HRIS), driving continuous process improvements and ensuring accurate, reliable workforce data. The position provides leadership in developing and improving systems and processes while ensuring compliance with all applicable legal and regulatory requirements related to compensation and workforce data.

Work Location & On-Site Expectations

This position offers a hybrid work arrangement; however, due to the collaborative and operational nature of the role, frequent on-site presence is required. Candidates must reside within a reasonable commuting distance to support regular on-site engagement, as determined by business needs and management.

Qualifications

Education

• Bachelor’s degree in Business, Human Resources, or a related field (required)

Licenses and Certifications

• Certified Compensation Professional (CCOMP) (preferred)
• Professional in Human Resources (PHR) (preferred) or
• Senior Professional in Human Resources (SPHR) (preferred)

Work Experience

• Minimum of five (5) years of related experience in compensation and/or workforce planning (required)
• Minimum of three (3) years of HRIS experience (required)
• Minimum of five (5) years of progressively responsible professional experience (required)

Skills and Abilities

• Strong independent problem-solving and analytical skills
• Ability to manage multiple priorities and concurrent projects effectively
• Exceptional verbal and written communication skills
• Excellent organizational, customer service, and stakeholder engagement skills
• Proficiency in statistical analysis and data-driven decision-making
• Demonstrated experience with HRIS platforms
• Working knowledge of California and federal wage and hour regulations, including FLSA and Wage & Hour requirements (required)

Additional Information

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed above are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation and Schedule

• Compensation Range: $72.40 – $100.20
• Work Shift: Day (United States of America)
• Exempt Status: Yes
• FTE: 100%
• Scheduled Weekly Hours: 40
• Daily Hours: 8

Job Summary:

Assumes responsibility for utilization and case management of behavioral health cases. Collaborates with other staff in co-management of more complex cases. Contributes to the Population Health Plan Initiative.

Job Requirements:

Education and Work Experience:

• Associate's/Technical Degree or equivalent combination of education/related experience: Required
• Bachelor's Degree: Preferred
• Master's Degree in social work (LCSW): Preferred
• Doctor's or Master's Degree (LMFT) from an accredited school: Preferred
• Five years' clinical experience, including direct patient care: Preferred

Licenses/Certifications:

• Licensed Clinical Social Worker or Licensed Psychologist: Required
• Licensed Clinical Social Worker (LCSW) or Psychologist (PSYCH): Required

Facility Specific License/Certifications:

• Licensed Clinical Social Worker (LCSW) in state of practice: Required

Essential Functions:

• Case manage or co-manage with the care management nurses for employees/dependents with behavioral health issues.
• Develops care plans and works with the members and their providers toward effective outcomes. Supports the proper utilization of resources.
• Performs concurrent and retrospective medical record/case review in accordance with the Care Management Program utilizing appropriate medical resources and clinical decision support tools.
• Functions as liaison to members, providers, case coordinators, discharge planners, contracted health plans/partners and internal departments. Counsels members in behaviors conducive to health. Acts as resource for our care management nurses and wellness coaches. Develops focused programs, as needed (i.e. drug seeking members).
• Assists with analytics review of claims data from varied sources relative to potential patient needs and program development. Develops programs in support of our population health initiative.
• Performs other job-related duties as assigned.

Organizational Requirements:

Adventist Health is committed to the safety and wellbeing of our associates and patients. Therefore, we require that all associates receive all required vaccinations as a condition of employment and annually thereafter, where applicable. Medical and religious exemptions may apply.

Adventist Health participates in E-Verify. Visit for more information about E-Verify. By choosing to apply, you acknowledge that you have accessed and read the E-Verify Participation and Right to Work notices and understand the contents therein.

About Us

Adventist Health is a faith-based, nonprofit, integrated health system serving more than 100 communities on the West Coast and Hawaii with over 440 sites of care, including 27 acute care facilities. Founded on Adventist heritage and values, Adventist Health provides care in hospitals, clinics, home care, and hospice agencies in both rural and urban communities. Our compassionate and talented team of more than 38,000 includes employees, physicians, Medical Staff, and volunteers driven in pursuit of one mission: living God's love by inspiring health, wholeness and hope.

Transition Planning Manager

Employment Type: Permanent | Full-Time | Monday – Friday | Day Shift

Location: Riverdale, NY

Compensation: $67K - $72K per/year

We are seeking a compassionate and organized Transition Planning Manager to join a dynamic, mission-driven senior care organization. This role is central to ensuring patients experience a safe, well-coordinated discharge back to the community — with the clinical, emotional, and administrative support they need every step of the way.

Key Responsibilities

• Arrange necessary home care services and coordinate the entire care team to facilitate safe transitions back to the community
• Ensure thorough documentation of all transition activities and outcomes
• Provide patients and their families with emotional and social support throughout the discharge process
• Educate patients and families about entitlement benefits and available resources
• Assist with benefit applications and renewals
• Support residents in maintaining their benefits throughout their rehabilitation stay

Qualifications

• Master's degree in Social Work (MSW) (required)
• Minimum 2 years of experience in geriatrics, discharge planning, or case management (preferred)
• Experience assessing and providing excellent customer service to a geriatric population (preferred)
• Strong documentation and organizational skills
• Ability to communicate effectively with patients, families, and interdisciplinary care teams

Compensation & Benefits

• Medical, Dental and Vision
• 403B with employer match
• Life insurance
• Flexible Spending Account
• Employee Assistance Program (EAP)
• Pet insurance
• Tuition Reimbursement Program
• PTO ( 4 weeks of vacation, 10 holiday days - including your birthday, 15 sick days, 2 personal days, 2 floating holiday days)

Summary:

The Business Planning & Analytics Manager supports the VP and regional leadership in driving business performance across the Caribbean markets. This role serves as the strategic liaison between country General Managers, commercial teams, finance, and supply chain to improve forecasting accuracy, pipeline visibility, and decision-making through data-driven insights.

Business analytics uses data modeling and predictive insights to guide planning and decision-making.

Responsibilities:

Business Planning & Forecasting

• Lead monthly and quarterly demand forecasting and sales planning.
• Improve forecast accuracy through pipeline and historical trend analysis.
• Build financial and volume projections for regional planning.
• Support annual budgeting and long-range strategic planning.
• Develop financial models and support growth execution.

Pipeline & Performance Management

• Manage pipeline review cadence with GMs and commercial teams.
• Identify risks and opportunities across markets.
• Track KPIs: revenue, margin, backlog, inventory, sell-through.
• Develop KPI strategies and translate data into insights.

Regional Business Liaison

• Act as primary liaison between VP, country GMs, finance, and supply chain.
• Align regional priorities with corporate strategy.
• Support pricing strategy, promotions, and channel performance.
• Facilitate business reviews and executive presentations.
• Bridge data insights and strategic decisions.

Data & Analytics Leadership

• Develop dashboards and reporting tools (Power BI, Tableau, Excel).
• Build predictive models to support demand planning and inventory optimization.
• Automate reporting and improve data quality.
• Manage and ensure accuracy and delivery of performance insights.

Strategic Insights & Decision Support

• Provide actionable insights to improve market performance.
• Conduct market trend and competitive analysis.
• Support product mix optimization and profitability analysis.
• Support forecasting, planning, and strategic decisions.
• Conduct feasibility studies

Education, Qualifications & Experience:

• Bachelor’s in Business Analytics, Business Administration, Finance, Economics, or Engineering
• Master’s degree (MBA or Data Analytics) preferred

Experience:

• 3–5+ years in business analytics, planning, FP&A, or commercial strategy
• Experience supporting multi-country or LATAM markets
• Experience in manufacturing, HVAC, distribution, or industrial sectors preferred

Technical Skills

• Advanced Excel & financial modeling
• Power BI / Tableau / SQL
• CRM/ERP pipeline analysis (Salesforce & SAP preferred)
• Forecasting & demand planning
• AI-driven analytics & predictive modeling (preferred)

Leadership & Soft Skills

• Strong business acumen and strategic thinking
• Executive-level communication
• Ability to influence without authority
• Cross-cultural collaboration

Success Metrics (KPIs)

• Forecast accuracy improvement
• Inventory optimization & reduction
• Pipeline visibility & conversion rate
• Regional revenue & margin performance

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

Space Planning Manager (Higher Education Renovations) — Owner’s Representative

Position Summary

The Space Planning Manager will lead space planning and interior layout efforts for higher education renovation projects on behalf of the Owner. This role oversees the full lifecycle of space planning—from request intake and programming through test fits, stakeholder alignment, and implementation—ensuring solutions meet campus space standards, code/ADA requirements, occupancy constraints, and customer functional needs. The position serves as a primary liaison between university stakeholders and project delivery teams (A/E, GC, FF&E, AV/IT), translating requirements into compliant, buildable interior plans and supporting project execution through renovation and closeout

Space Planning Leadership (Higher Education Renovations)

• Serve as the primary point of contact for space-related project requests; manage intake, documentation, and tracking/logging of requests across stakeholders.
• Lead space programming efforts: conduct stakeholder interviews, document needs, develop adjacencies, and translate academic/administrative requirements into space plans.
• Produce and manage layout options; facilitate decision-making with end users and governance groups as needed.
• Ensure layouts align with applicable requirements (e.g., accessibility/ADA, fire/life safety constraints, and occupancy/capacity).
• Validate practical constraints during planning (e.g., equipment/furniture placement, room capacity targets, and constructible wall/layout concepts).
• Support space inventory integrity by coordinating updates to floor plans and space data after renovations, ensuring accuracy for institutional reporting and governance.

About Us:

Loloi Rugs is a leading textile brand that designs and crafts rugs, pillows, and throws for the thoughtfully layered home. Family-owned and led since 2004, Loloi is growing more quickly than ever. To date, we’ve expanded our diverse team to hundreds of employees, invested in multiple distribution facilities, introduced thousands of products, and earned the respect and business of retailers and designers worldwide. A testament to our products and our team, Loloi has earned the ARTS Award for “Best Rug Manufacturer” in 2010, 2011, 2015, 2016, 2018, 2023, and 2025.

Security Advisory: Beware of Frauds

Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an @ email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates.

Loloi Rugs is seeking a full-time Planning & Inventory Coordinator. In this position, you’ll be responsible for supporting the planning and inventory team which manages thousands of SKUs in total. The ideal candidate pays close attention to accuracy, is familiar with data entry, and is a strong communicator.

This position reports to our Director, Planning and Inventory Management, and at times works directly with leadership. This role is based in our Dallas, TX headquarters and is onsite 5 days a week. If you’re someone who enjoys the challenge of maintaining optimal inventory levels and timing within a fast-growing company, this is an ideal position for you.

Responsibilities

• Manages purchase order entries
• Communicates with manufacturers and cross functional teams on packaging details
• Partners with Inventory planners to update timing in our enterprise system
• Oversee purchase orders with our manufacturers and understand timing.
• Prepare inventory reports in Excel to be review by Inventory Planners and Director of Planning

Experience, Skills, & Ability Requirements

• Bachelor’s degree in Retail Management, Business Administration, or similar degree.
• 0-1 years of experience in data entry, or similar experience.
• Enjoys a team environment and collaborates cross-functionally.
• Detail-oriented and excels at multitasking.
• Tenacious drive and a positive can-do spirit.
• Proficient in Microsoft Office, including Excel.
• Naturally analytical and data-driven.

What We Offer

• Health, dental, and vision benefits
• Paid parental leave
• 401(k) with employer match
• A culture of meritocracy that fosters ongoing growth opportunities
• A stable, growing family-owned company that looks after its employees

Loloi Rugs does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.