Creative Planning Jobs in Usa

MANAGER, DEMAND PLANNING

3 + years Wholesale/Retail Planning or Replenishment Experience

DTC or Amazon

Experience In:

· Thinking strategically with strong math and analytical skills

· Creating new reporting tools

· Problem solving

· Proficiency in Microsoft Excel

· Bachelor’s Degree

Very Strong Compensation Package………..NYC on site 4 days/week

Christine Appleton…..

No 3rd Parties

We’re seeking a highly analytical, detail-oriented Demand Planning and Forecasting Analyst to support our supply chain network. In this role, you will lead forecasting and inventory planning initiatives using SO99+ and other advanced planning tools. You will help ensure accurate demand projections, optimize inventory, manage part lifecycles, and guide the business with actionable insights. If you thrive on transforming data into strategy, enjoy solving complex problems, and want to make a measurable impact across an entire supply chain, we’d love to meet you.

What you’ll do:

• Develop and maintain accurate demand forecasts using SO99+
• Manage forecast exceptions and overrides to enhance accuracy and responsiveness
• Create forecasts for new parts by incorporating historical analogs and market intelligence
• Collaborate cross-functionally to align demand forecasts with business objectives
• Oversee part lifecycle management, including phase-in/phase-out strategies
• Conduct obsolescence and excess inventory analysis to minimize waste and cost
• Support warehouse balancing through analysis of regional demand and inventory levels
• Continuously refine forecasting models and planning processes
• Monitor forecast accuracy and key KPIs, providing insights to supply chain, sales, and finance
• Prepare and deliver regular reports for key stakeholders
• Maintain confidentiality and perform other duties as assigned

What we're looking for:

Required Education & Experience

• Bachelor’s degree in Supply Chain, Business, Statistics, or related field
• 2–4 years of demand planning experience (SO99+ experience strongly preferred)

Core Skills

• Attention to Detail: Consistently accurate and thorough
• Organization: Ability to prioritize and manage multiple tasks effectively
• Communication: Clear, concise verbal and written communication skills
• Excellent analytical and problem-solving abilities

Disclaimers

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

LeMans Corporation is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LeMans will only employ those who are legally authorized to work in the United States for this opening. There are not any current or future visa sponsorships for this opening.

This company participates in E-Verify.

Notice to California Employees and Prospective Employees

The Distribution Planning Manager is responsible for owning the development of the analytics & implementation of a process to optimize the distribution efficiency through best-in-class WM waving standards and inventory slotting strategy. In addition, this position will lead the team responsible for executing the waving standards, as well as own the management of MRO supplies for the facility to include driving cost savings in partnership with the global procurement team.

Responsibilities:

• Own the development of the analytics and creation of new reporting that will optimize how product is waved to production to optimize productivity without sacrificing delivery to our customers
• Lead the team of production control admins that will execute the designed strategy for waving and track their adherence to plan for performance reviews
• SME (subject-matter-expert) in the DC’s slotting strategy and implementation of our slotting process in partnership with inventory control to ensure optimal picking paths are implemented quarterly based on demand & inventory availability changes
• Responsible for either directly executing or managing the team responsible for executing the procurement of MRO supplies for the facility to include ensuring delivery of material and consistent cost reduction projects
• Partner with other DCs to develop waving & slotting standards to help define a best-in-class process that is consistent across the entire network
• Own the site’s high level capacity plan as supply leader within the S&OP process that includes partnering with demand planning & transportation teams to forecast incoming flow of items to proactively update slotting strategy to optimize inventory flow throughout the building
• Develop tools to be able to track historical trends and seasonality of SKU’s and provide insights back to the order management team to support the flow of inventory for the DC
• Assist with departmental workflow as needed by the site leadership team
• Drive continuous improvement strategies within department and across the entire network
• Communicate issues or problems quickly to supervisors and operations managers
• Assist in resolving issues and solving problems by making suggestions and partnering with supervisors, operations managers, and other departments
• Assist in Sneaker Finder and DTC when needed
• Be the WM SME for Operations and develop expertise within production control team
• Respond with a sense of urgency and work in a fast-paced environment
• Use independent judgment and be self-motivated
• Work with co-workers in a professional, respectful, cooperative, and courteous manner
• Demonstrate positive, team-oriented demeanor
• All other duties as assigned

Qualifications:

• Bachelor’s degree in STEM-related field or 5+ years of distribution planning experience required
• Bachelor’s degree or higher in Industrial Engineering, Supply Chain/Logistics, Data Analytics, and/or Finance/Accounting preferred
• Must have strong Excel experience and ability to analyze large amounts of data
• Certifications in data analytics, APICs, Lean manufacturing, and/or Six Sigma preferred
• Comprehensive experience working with Microsoft Office
• Experience with WM (warehouse management) systems, Manhattan preferred
• Experience designing and implementing replenishment strategies preferred
• Strong experience building reporting in Power BI, excel, SQL, and/or python highly preferred
• High level language, presentation, and math skills required
• Ability to work overtime as required

Benefits:

The annual base salary range is $77,000 - $95,000 / year. This range represents the anticipated low and high end of the salary for this position. This role is also eligible to receive short term incentives that align with individual and company performance. Salary will be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data. Salary is one component of the Foot Locker, Inc. total compensation package, which includes the below.

• Employee Discount
• Paid Time Off
• Medical | Dental | Vision Coverage
• 401(k) | Roth 401(k)
• Stock Purchase Plan
• Life Insurance
• Flexible Spending Account
• Opportunities for Advancement
• Tuition Reimbursement for Qualified Courses
• Strong Company Culture
• Employee Resource Groups

Supply Chain Planning Manager

ABOUT THE COMPANY:

True Religion is an urban casual lifestyle brand focused on high-quality denim, activewear, accessories, and more—for men, women, and kids. Founded in 2002, we shook up the Los Angeles denim scene by re-engineering the classic five-pocket jean with our signature Super T Stitch and iconic horseshoe detailing—now synonymous with bold, unapologetic style and the True Religion legacy. Driven by a relentless commitment to craftsmanship, we design with one goal in mind: to stand out from the crowd. We don’t just create denim—we give it attitude, authenticity, and individuality.

THE PURPOSE:

The Supply Chain Planning Manager supports the Logistics & Operations team by ensuring that inbound and outbound operations are balanced and DC/3PL operations are optimized. This role plays a key part in keeping day-to-day operations running smoothly by enabling data-driven decision-making and minimizing errors across logistics workflows, collaborating with procurement, planning, customer service, sales and the DC operations.

THE ROLE (what you are accountable for)

Supply & Demand Planning

• Develop and maintain supply and demand plans to align inventory levels with forecasted customer needs
• Monitor demand trends and adjust plans to mitigate risks related to inventory shortages or overstock
• Analyze historical data and market insights to improve forecast accuracy
• Align supply plans with warehouse capacity, supplier lead times, and operational constraints

Cross-Functional Collaboration

• Partner closely with procurement, production, logistics, warehouse, and sales teams to ensure smooth product flow
• Identify and resolve operational and data discrepancies across supply chain functions
• Support vendor and supplier relationship management and performance tracking

Performance Monitoring & Reporting

• Track and report on key supply chain KPIs including inventory health, forecast accuracy, freight activity, and operational efficiency
• Generate recurring and ad-hoc reports to support leadership decision-making
• Provide actionable recommendations to improve supply chain performance

Risk Management & Continuous Improvement

• Identify potential supply chain risks and support mitigation planning
• Contribute to operational initiatives aimed at reducing costs, improving lead times, and enhancing service levels
• Support continuous improvement efforts across logistics and planning processes

Data & Systems Management

• Maintain accurate supply chain, logistics, and inventory data across internal systems
• Track inbound and outbound shipments to ensure accuracy and documentation integrity
• Support freight tracking and basic analytics to identify discrepancies and trends
• Partner with IT and analytics teams to improve planning tools and data visibility

YOU ARE: You are highly detail-oriented and take pride in maintaining accurate, reliable data. You are organized, dependable, and comfortable managing multiple priorities in a fast-paced. You enjoy working independently while collaborating closely with cross-functional teams, and you communicate clearly and professionally. You are curious about supply chain operations and understand how clean data supports inventory flow, on-time delivery, and business decisions. You have an interest in the apparel industry and are motivated to learn how products move from production through distribution.

REQUIRED MINIMUM EXPERIENCE:

• 5–7 years of experience in supply chain planning, logistics, or operations support
• Bachelor’s degree in Supply Chain, Logistics, Operations, or a related field, or equivalent practical experience
• Advanced proficiency in Microsoft Excel, including Pivot Tables and data analysis tools
• Experience analyzing supply chain data such as inventory levels, transportation metrics, and distribution performance
• Familiarity with ERP, WMS, and TMS systems; experience with platforms such as Manhattan or Full Circle preferred
• Working knowledge of international shipping terms and Incoterms

PREFERRED EXPERIENCE:

• Experience in apparel or consumer goods supply chain environments.
• Exposure to inventory management processes, including stock reconciliation and variance analysis.
• Ability to analyze logistics and freight data, identify discrepancies, and escalate issues as needed.
• Experience using reporting and data visualization tools to support operational decision-making.

ADDITIONAL ROLE INFORMATION:

• Compensation: The anticipated base salary range for this role is $100,000 – $115,000. This is a full-time, exempt position. This range represents the low and high ends of the expected base salary range for this role based on the applicable location. True Religion reasonably expects to pay within this range in compliance with all applicable federal, state, and local laws. Actual compensation will be determined based on factors including relevant experience, skills, knowledge, and internal equity.
• Perks: We offer a mix of benefits and perks to support our employees at work and beyond, including health benefits, a 401(k) with employer match, merchandise discounts, commuter benefits, wellness & employee assistance programs, and more.
• Work Model: This role is on-site at our Fontana Distribution Facility and follows a hybrid work model, with an expectation of in-office presence on designated days to support collaboration and business needs.
• Employment Eligibility: Employment with True Religion is contingent upon meeting applicable employment eligibility requirements.

True Religion is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, disability, veteran status, or any other protected characteristic under applicable law. Employment decisions are based on qualifications, merit, and business needs.

Applicable law requires employers to provide reasonable accommodation during the recruitment process. Please let us know if you require accommodation, and we will make appropriate arrangements.

In connection with your application and candidacy, True Religion may collect personal information such as your name, contact information, education history, and professional or employment background, as permitted by applicable law. Certain additional information (such as identification or payroll-related information) may be collected after an offer of employment is made or as required for onboarding, employment eligibility verification, or benefits administration. For more information about how we collect, use, and protect personal information, please review our Privacy Policy at California residents may review additional disclosures at

On-Site | Canton, NC / Asheville area

$85,000+ DOE & Quarterly Performance Bonus

The Hemp Collect is a U.S.-based manufacturer of open-market cannabis products serving both B2B and direct-to-consumer channels. Known for award-winning live resin and vertically integrated production, we operate with a focus on quality, regulatory discipline, and operational precision.

We manage thousands of component SKUs feeding a high-velocity finished goods portfolio across multiple sales channels. As we scale, system accuracy and planning discipline are critical.

We are hiring an Inventory & Planning Manager to lead material planning, MRP system integrity, and inventory accuracy within a live manufacturing environment.

This role is responsible for:

• ~6,000+ component SKUs
• 250+ active finished goods SKUs
• A 5-person inventory team
• Purchasing oversight (with Assistant support)
• Katana MRP (recently implemented)
• Shopify B2B Pro and DTC demand inputs

This position reports directly to the COO and carries high accountability for operational precision.

• Full ownership of Katana MRP accuracy
• BOM validation and maintenance
• Transaction discipline across shop floor, QC, kitting, and fulfillment
• Weekly audit cadence + monthly reconciliation
• Inventory accuracy target: >98%

• Plan materials across thousands of components
• Maintain 60–90 day forward visibility
• Align weekly production schedules with material constraints
• Prevent shortages and production stoppages
• Monitor slow-moving and excess inventory
• Set and maintain reorder points and safety stock

• Pull and analyze Shopify sales data
• Build rolling forecasts in Google Sheets
• Model promotional and seasonal impacts
• Track and improve forecast accuracy

• Lead 5-person inventory team
• Implement structured cycle counting (ABC)
• Maintain lot traceability and location control
• Reduce adjustments and shrink
• Maintain strong floor presence and cross-functional alignment

• Oversee purchasing strategy (PO execution handled by Assistant)
• Maintain vendor scorecards (OTIF, lead time, quality, cost)
• Negotiate pricing and consolidation opportunities
• Manage working capital impact

• 4+ years in inventory planning or material planning within manufacturing
• Experience managing thousands of component SKUs
• Direct ERP/MRP ownership (not just user-level access)
• Proven inventory accuracy ≥97%
• Advanced proficiency in Excel or Google Sheets
• Experience managing inventory or purchasing staff
• Experience aligning planning with live production schedules

Candidates with distribution-only or fulfillment-only backgrounds will not be a fit.

• Experience stabilizing or inheriting a new ERP
• Katana or similar MRP platform experience
• Shopify or e-commerce sales data integration
• CPG, food, pharma, cannabis, or regulated manufacturing
• Demonstrated successin reducing inventory while improving service levels

• Starting at $85,000 DOE
• Quarterly performance bonus (tied to inventory accuracy, forecast KPIs, turns, vendor performance)
• 401(k)
• Health, dental, and vision insurance
• Paid time off
• Parental leave
• Employee product discount
• Professional development support
• Relocation assistance available

• On-site in Canton, NC
• Manufacturing and warehouse setting
• High SKU complexity
• Direct executive-level accountability

To be considered, please submit:

1. Resume PDF
2. A brief summary including:

• Largest SKU count managed (components + finished goods)
• ERP/MRP systems directly owned
• Inventory accuracy % in most recent role and how achieved
• Example of improving planning accuracy or reducing inventory risk

Incomplete applications will not be reviewed.

Open date: March 25, 2025

Most recent review date: Monday, Sep 8, 2025 at 11:59pm (Pacific Time)

Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Wednesday, Mar 25, 2026 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

The Department of Landscape Architecture & Environmental Planning (LAEP) at UC Berkeley invites applications for a pool of qualified lecturers to teach courses in the department's BA and Master of Landscape Architecture programs, should an opening arise. This includes the following areas such as (but not limited to): graduate and undergraduate design and planning studios, digital and analog landscape representation, applied environmental science, plant identification and use, landscape construction, landscape grading and drainage, history and theory of landscape architecture and environmental planning, and GIS. Screening of applicants is ongoing and will continue as needed. The number of positions varies from semester to semester (fall, spring, and summer), depending upon the needs of the Department.

General Duties: In addition to teaching responsibilities, general duties include holding office hours, assigning grades, advising students, preparing course materials (e.g., syllabus), and using Cal's electronic resources for course management.

Applicants must hold a Bachelor's degree at the time of application.

Advanced degree or 3 years of relevant professional experience.

For those who are not US citizens or permanent residents, a legal permit that allows work in the United States (such as a US visa that allows employment) is required by the start date of the position. The department is unable to provide a visa/work permit.

Advanced degree; Master's degree (or equivalent international degree) in Landscape Architecture or related field at time of application.

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Statement of Interest - Statement of interest.

  
  
  

  2-6 pages total. Discuss your prior teaching experience in landscape architecture and environmental planning, including your teaching approach and future teaching interests, and specific efforts and future plans to support the success of all students through curriculum, classroom environment, and pedagogy.

  
  

• Portfolio (Max 50MB)

  
  

• Teaching Evaluations - Any available college or university-level teaching evaluations including student comments.
  
  (Optional)

  
  

• 3-5 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

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• Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
  
• Develop new retirement plan services and trust business.
  
• Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
  
• Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
  
• Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
  
• Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
  
• Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• 2+ years of Retirement Plan Services Consulting is required
  
• Bachelor's degree in business, Finance or related field of study preferred
  
• PC, phone system, general office equipment
  
• Proficiency with Microsoft Office applications
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as a bank of choice
  
• In-depth knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PTO & 11 1/2 Paid Holidays
  

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and other duties.

• Request data from client and follow up as needed.
• Prepare quarterly and/or annual administration including trust accounting and computer work.
• Respond to client inquiries and develop client relationships.
• Prepare 5500 and ERISA report and accompanying tax forms for each plan.
• Prepare and run the following tests:ADP, ACP, 410(b) and other tests as required.
• Monitor 415 and 402(g) limits.
• Check distributions:Terminations, hardship withdrawals, in-service withdrawals, 70 .
• Check and monitor loan requests and prepare loan paperwork.
• Calculate annual employer profit sharing and year-end or true up matching contributions.
• Monitor incoming receipts of monthly, quarterly and annual information from the client and investment companies.
• Process Plan terminations.
• Review documents prepared by the Documents Team for new and restated Plans to the IRS.
• Review amendments as needed.
• Handle IRS and internal client audits.
• Check work of other Pension Administrators.
• Answer questions of other Pension Administrators.
• Cover for the other Pension Administrators.
• Assist in developing forms, procedures, and other materials.
• Research special questions, new rules and regulations.
• Ensure database reports are current.
• Monitor Plans to ensure compliance with current laws and regulations.
• Consult clients on rules and regulations surrounding the administration of QDROs.
• Be available for on-site client committee meetings and annual reviews.
• Assist the Sales Team with the completion of RFPs.
• Assist the Conversion Team with the set up of new clients.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

• Bachelor's degree in Business Administration or related field required.
• Good customer service, communication, and analytical skills.
• Must be highly organized with an attention to detail.
• Must have solid project management experience and the ability to multitask.
• Must be knowledgeable with computers and have the ability to work well with others.
• A minimum of 3 years related experience necessary, as well as experience in Pension Plan Administration and Retirement Industry knowledge.
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis American Group, part of the Lactalis family of companies, is currently hiring a Supply Chain Planning Intern based in Buffalo, New York. The intern will performs a variety of duties in support of the Supply Chain operations. The intern work across multiple functions of the Supply Chain department (Logistics, Production Planning, Forecasting, Milk Procurement and Customer Service), to execute ideas, solutions and recommendations into systems and processes supporting the focus of the department and company. in this position, the intern will work 25-40 hours/week for duration of one year at the Corporate Offices.

From your EXPERTISE to ours

Key responsibilities for this position include:

• Will provide support to Supply Chain Financial analyst as needed.
• Precise, timely, and professional communication with personnel in various departments.
• Develop and coordinate cross-functional project plans and critical paths by utilizing various planning tools (Stratum, Prism, Excel, and attend periodic team meetings) in order to ensure timely implementation of Supply Chain initiatives.
• Collaborate with internal and external stakeholders to ensure solutions meet business needs
• Develop communication protocol using input from stakeholders, Senior management, and project teams in order to ensure clear understanding of project scope, objectives, performance, and changes.
• Identify and resolve issues and conflicts within and among project teams. Proactively manage changes in project scope, identify potential crisis, and devise contingency plans.
• Will understand and document process improvements and coordinate implementation throughout LAG.
• This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned

Requirements

From your STORY to ours

Qualified applicants will contribute the following:

Education

• The candidate should be currently enrolled or a recent college graduate with a Bachelor's or Master's Degree in Supply Chain, Business, Agricultural Business Management, Economics, or a related field.

Specialized Knowledge

• Candidate needs to have extensive knowledge of Microsoft Office applications in order to integrate activities into various systems.

Skills/Abilities

• Ability to read, to analyze, and interpret general business periodicals, professional journals and/or governmental regulations. Must have ability to write reports, business correspondence, and procedure manuals. Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and analyze data
• Experience working effectively within and without formal lines of authority to accomplish goals.
• Strong proficiency in Microsoft Word, Power Point, Excel, Access, and Project.
• Strong communication and influence attributes, and skills with economic cost/benefit analysis.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

**This internship is expected to start January 2026 and end in January 2027**

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for processing various transactions for retirement plans, including trading responsibilities.

Essential Duties:

Create and review various retirement plan transactions in the OMNI recordkeeping system

Troubleshoot transaction rejects

Review trial postings of transactions prepared by other OMNI processors

Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)

Nightly Trading

Ensure timely processing of transactions

Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)

Assist with various operational projects as deemed necessary by supervisor/manager

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties: As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Two year degree in Accounting or related field required

Minimum of 1 year Accounting, Payroll, or applicable office experience

Ability to be highly organized and show an attention to detail

Well-developed written and oral communication skills

Ability to prioritize work assignments and multitask

Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

All applicants must be 18 years of age or older

Hours: Fill In hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

Under the general direction of the Health Plan Management leadership, the Health Plan Management Associate will work closely with the Health Plan team to support key initiatives for a select group of Health Plan clients that result in exceptional service and attentiveness to client needs.

The Health Plan Management Associate must be a reliable selfstarter who thrives in a fastpaced, challenging environment, maintains a positive attitude, and demonstrates strong attention to detail and multitasking abilities.

Essential Duties and Responsibilities

• Acts in a support role for a book of business within the HP management team supporting Health Plan Managers with their accounts.
• Internal and external coordination, tracking of requests, and driving resolution of issues across various internal and external teams, building strong relationships along the way.
• Performance Guarantee and Service Level Agreement Tracking
• Tracking & submission of security audit/inquiries.
• Provide regular status reporting to track project/tasks progress against goals, objectives, and timelines.
• Develop and own a project management tracking system that enables efficient monitoring of key tasks and ensures consistent followthrough.
• Maintaining Health Plan Partner playbook.
• Coordinating and monitoring Marketing activities, triaging issues as required.
• Other requests to support the overall Health Plan book of business.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Required Qualifications

• A Bachelor's degree from a four-year college or university.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Outlook.
• Possesses excellent communication and presentation skills, both verbal and written.
• Must work collaboratively with all team members and cross-departmentally.
• Occasional travel may be required for internal and client facing meetings.

Open date: January 27, 2026

Next review date: Sunday, Mar 15, 2026 at 11:59pm (Pacific Time)

Apply by this date to ensure full consideration by the committee.

Final date: Sunday, Mar 15, 2026 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date.

The Assistant Dean for Academic Planning (ADAP) supports the Law School's pedagogical mission by helping to create and coordinate the curriculum for all Law students, including the J.D., LL.M., and J.S.D. programs, to provide them with the legal knowledge and skills necessary to become effective legal practitioners, scholars, and public policy advocates. The ADAP must have substantive expertise in legal education and the administrative and management skills to play a leading role in strategic planning for curriculum development, including course offerings, hiring and allocation of instructors, etc., as well as for the development of policies to improve efficiencies, ensure equity, and promote our educational mission. In addition, the ADAP will help to select and present professional and substantive programming on legal pedagogy. In sum, the core responsibilities of this position are critical to support the development and administration of the educational mission of the Law School.

Duties

The ADAP has four distinct areas of responsibility:

Curriculum planning

• 
  
• The ADAP works with the Associate Dean for Teaching to identify faculty who can fulfill core curricular needs and to identify courses to be taught by lecturers and visiting faculty.
  
• The ADAP is primarily responsible for our ABA-required legal ethics curriculum and works with the six lecturers who teach large sections of those courses to ensure that their courses meet the ABA requirements and address current legal ethics issues.
  
• The ADAP is primarily responsible for identifying courses and hiring instructors for our LL.M. curriculum, which serves approximately 265 students per year in our academic year and additional students in Executive Track programs (Remote + Summer and Two-Summer).
  
• The ADAP works particularly closely with the staff of the Office of the Registrar on almost every aspect of the course scheduling process to ensure that courses meet ABA and law school academic requirements, and have clear course descriptions and grading rubrics.
  

Lecturer hiring and review

• 
  
• The ADAP assists with the Lecturer Hiring and Review Committee, which hires all lecturers, and reviews continuing appointment and merit cases, recommending dispositions to the Dean.
  
• The ADAP meets bi-monthly with the HR Academic Analysts and the Associate Dean for Teaching to review issues with lecturer hiring and advancement, and is the primary point of contact with lecturers regarding these issues.
  The ADAP meets with newly-hired lecturers to assist with course design and syllabus preparation.
  
• The ADAP provides support to lecturers in their teaching and is available for individual consultation to discuss best practices for course development and pedagogy.
  
• The ADAP administers the course evaluation process and meets with lecturers and faculty to improve their teaching.
  

Programmatic supervision

• 
  
• The ADAP supervises all lecturers teaching J.D., LL.M., and J.S.D. courses.
  
• The ADAP oversees our J.D. Writing program and supervises the 12 full-time lecturers who teach the ABA-required Legal Research and Writing (LRAW) program in the Fall and Spring.
  
• The ADAP directly supervises the Director of LL.M. Legal Writing (AC1), who oversees approximately 19 part-time lecturers who teach Legal Research and Writing for LL.M.s during the Fall semester.
  
• The ADAP directly supervises the Director of Field Placements (a lecturer with continuing status), the Director of Pro Bono Programs (AC1), the Director of Competitions (AO3), and the Director of UCDC (AC1), as well as the staff that report to them.
  

Budget Management

• 
  
• The ADAP oversees seven separate budgets for different programs at the Law School, including the Experiential Education budget, the J.D. Legal Writing Instructor budget, the Competitions budget, and the Field Placement Program budget. Specifically, the ADAP has the following, budget-related responsibilities:
  
  
  • 
    
  • Management of the unit's budget, including compensation and non-compensation operating expenses;
    
  • Participation in the annual budget review process and setting of strategic goals for the unit in consultation with the Dean, Associate Dean, and others;
    
  • Reviewing periodic budget updates and making mid-year, budget-related adjustments as needed;
    
  • Working with direct reports to ensure they are on track to remain within approved budgets and provide guidance;
    
  • Using and interpreting budgetary information as needed to make programmatic and staffing decisions;
    
  • Evaluation of complex financial and budgetary information in order to evaluate program performance, needs, or proposed changes, and to respond to Law School and campus requests for information related to expenses and revenue for programs.
    
  
  
  

For more Information: academics/jd/

• 
  
• Candidates must hold a J.D. degree or equivalent international degree.
  

• 
  
• At least ten years of professional work experience in law practice or at a U.S. law school.
  
• At least 5 year of management and supervisory experience (which can take place within the 10 years of professional work experience in law practice or in a law school)
  
• At least three years of professional experience with budget management. (This experience can take place within the 10 years of professional work experience in law practice or in a law school.)
  

• 
  
• At least five years of experience supervising academic employees, including those with a J.D. or equivalent international degree
  
• At least five years of management experience in a U.S. Law school, with a preference for experience in a top-20 law school.
  
• Experience in a management position in the University of California system.
  
• Experience in law teaching in a U.S. law school.
  
• Familiarity with the needs and interests of international students (who are typical participants in the LL.M. program).
  
• Experience working in or managing in a collective bargaining environment.
  
• Exceptional oral and written communication skills needed to ensure clear policies and procedures among cross-departmental communication and collaboration.
  
• Experience in administrative operations creating ongoing operational efficiencies.
  
• Strong commitment to effective management practices, staff development and morale.
  

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Cover Letter

  
  

• Writing Sample - Appropriate styles would be a comment letter, white paper, or other writing sample of no more than 10 pages. The purpose of this sample is to illustrate the writer's capacity to write clearly, concisely and effectively.

  
  

• 3 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects.

The Wealth and Estate Planning Strategist must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

The Wealth and Estate Planning Strategist will work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion.

Responsibilities:

Advisor Support

• Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies.
• Facilitate data collection and management.
• Receive, process, and disseminate data to team.
• Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters.
• Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals
• Manage development and maintenance of client facing materials and library.
• Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports.
• Create case analysis, narrative, spreadsheets, schematics, and calculations.
• Prepare and deliver multi-life employer and employee communications.
• Schedule, prepare for, and participate in multi-life employee meetings.

Plan Implementation

• Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed.
• Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies.
• Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc.

Research

• Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans.
• Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc.

Requirements:

• Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support.
• BA/BS degree in Business, Finance or related.
• CPA, CLU, CFP,or Law Degree.
• Measured competency in mathematics and financial spreadsheets.
• Knowledge of life insurance products and marketing techniques.
• Strong initiative, critical thinking, flexibility, accountability.
• Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
• Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors.
• Ability to work autonomously and perform well under pressure.
• Expert level written and verbal communication skills.
• Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs.
• Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner.

Compensation: $175,000-200,000+ DOE, plus discretionary bonus and benefits.

Location: Irvine, California. The role is hybrid.

A well-established, highly respected Texas law firm is seeking a senior associate or "of counsel" or partner level attorney with experience in Estate Planning, Probate, and Trusts to join its sophisticated private wealth practice in Austin.

This is an opportunity to work on complex estate and gift tax planning matters, advanced tax strategy, and the design and implementation of comprehensive estate plans, including wills, powers of attorney, and a wide range of trust structures.

The ideal candidate has significant experience advising fiduciaries such as executors, trustees, and agents, and is confident handling high-level probate and estate administration matters.

Texas licensure is required, and strong academic credentials, a distinguished work history, and exceptional written and verbal communication skills are essential.

Board Certification in Estate Planning and Probate Law is preferred.

This role offers the chance to step into a collegial, well-supported environment with a robust platform, meaningful client work, and competitive compensation and benefits designed to reward senior talent ready to make an impact.

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

Pay: $95,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment
• Do real transactional work: entity formation, governance, contracts, due diligence, and outside general counsel-style support
• Work closely with business owners and closely held companies on practical, strategy-driven planning
• Strong platform for growth if you’re polished, detail-oriented, and client-service driven
• Stable, professional environment with high standards and meaningful work

Location: Full-time, on-site role based in Salt Lake City, UT (in-person collaboration and client service are core to how the team operates).

Note: Must be actively licensed and in good standing with the Utah State Bar, and must have 1+ year of transactional/business planning experience.

About Us

We are a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients. Our work is detail-driven, highly confidential, and rooted in exceptional client service. We value professionalism, responsiveness, and strong judgment. Confidential Employer.

Job Description

• Draft and review entity formation and governance documents for LLCs, corporations (for-profit and nonprofit), LPs, and other entities
• Draft, review, and negotiate a wide range of business contracts and transactional documents
• Provide outside general counsel support to business owners and closely held businesses
• Conduct legal due diligence in connection with business transactions and planning matters
• Advise clients on business planning, operations, and risk management from a practical legal perspective
• Collaborate closely with attorneys and staff to deliver a polished client experience
• Maintain organized matter files, documentation, and document-management workflows
• Meet an annual billing expectation of 1,800 billable hours with consistently high-quality work product

Qualifications

• J.D. from an accredited law school
• Active Utah State Bar license and in good standing
• 1+ year of experience practicing in transactional law and/or business planning (entity formation/governance and contracts)
• Strong drafting skills and sound issue-spotting judgment
• Excellent written and verbal communication skills with a client-service mindset
• Highly organized, detail-oriented, and dependable with deadlines and follow-through
• Comfortable with document management and matter organization in a professional services environment

Why You Will Love Working Here

• Professional, discreet, high-performing team with a strong standard of excellence
• Client-facing work with real ownership and accountability
• Collaborative environment with consistent work quality and clear expectations
• Opportunity to deepen transactional skills across business planning, governance, and contracts

JPC-705

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .

Location: Hybrid 1x/week (Office location-3940 N. Ravenswood, Chicago, IL 60613)

Pay Range: $38.46/hr- $48.08/hr

Position Summary

The Compensation Plan Operations Paralegal will support the legal and business teams in the intake, preparation, routing, and execution of loan officer compensation plans and related addendums. This role focuses on workflow management, structured request validation, template-based drafting, and coordination across legal, compliance, and business stakeholders.

This position is designed to improve operational efficiency, reduce attorney workload on routine matters, and ensure consistency in compensation plan documentation.

The role will work within the company’s contract workflow platform (such as IntelAgree or similar systems).

Key Responsibilities:

Intake and Workflow Management

• Review incoming compensation plan requests for completeness and policy alignment.
• Enforce structured intake requirements.
• Communicate with requesters to obtain missing or unclear information.
• Route matters to appropriate legal or compliance reviewers.

Template-Based Drafting and Document Preparation

• Prepare standard compensation plan documents and addendums using approved templates.
• Insert variable business terms into controlled document sections.
• Maintain consistency with company-approved language.
• Ensure documentation follows internal governance standards.

Process Improvement

• Identify recurring workflow bottlenecks.
• Suggest improvements to intake forms and template structures.
• Support reporting on turnaround time and workflow metrics.

Required Qualifications:

Education and Experience

• Associate or Bachelor’s degree required.
• 4+ years of experience in corporate legal, compliance, contract administration, or paralegal operations.

Core Skills

• Strong attention to detail.
• Ability to follow structured workflow procedures.
• Comfortable using document management systems.
• Professional written and verbal communication skills.
• Ability to work in high-volume environments.
• Proficiency in Microsoft Office (Outlook, Word, Excel)

Preferred Qualifications (Highly Valuable)

• Experience with contract lifecycle management systems.
• Exposure to financial services, mortgage, or compensation structures.
• Familiarity with workflow automation concepts.
• Basic understanding of regulatory or compliance review processes.
• Data organization or reporting experience.

Work Style Characteristics (Important for Success)

The ideal candidate should be:

• Process-oriented
• Comfortable with repetitive high-accuracy work.
• Able to enforce intake standards politely but firmly.
• Interested in operational efficiency.

What Success Looks Like in This Role

• Reduced attorney time spent on routine drafting.
• Faster compensation plan cycle times.
• Improved request completeness at intake.
• Reliable document execution tracking.

Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Applications are being accepted on an ongoing basis.

Our client is seeking a sophisticated Tax & Estate Planning Attorney to join our highly respected Silicon Valley practice. We represent high-net-worth individuals, business owners, and multi-generational families in complex estate and tax matters. This is an opportunity to work on sophisticated planning strategies in a collaborative, growth-oriented environment.

What You’ll Do:

• Design and implement advanced estate plans (revocable/irrevocable trusts, GRATs, SLATs, ILITs, etc.)
• Advise clients on federal and California tax planning strategies
• Handle wealth transfer planning, business succession planning, and asset protection
• Draft estate planning documents and oversee trust administration matters

What We’re Looking For:

• 4+ years of experience in tax and estate planning
• Strong knowledge of federal estate and income tax laws
• California Bar admission

Why Join Us?

• Established, reputable firm with strong community presence
• High-level, sophisticated clientele
• Collaborative team culture

If you’re looking to elevate your estate planning practice with a firm that values expertise, long-term relationships, and professional growth, we’d love to connect.

Salary and Other Compensation:

The annual salary for this position is between $160,000 – $200,000 annually. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.

If you are interested in this position and want to know more about it, you can schedule a call with me through my Calendly link:

Company Description

Worden Thane P.C. has served the Missoula community for over 100 years, offering high-quality, affordable legal services to both individuals and businesses. A member of Meritas, a global affiliation of law firms, Worden Thane P.C. leverages this network to provide exceptional client support beyond its local region. With a cost-conscious and client-focused approach, the firm is dedicated to achieving practical and effective results for its clients.

In order to best serve our clients, we are seeking an experienced and highly motivated full-time paralegal to support our fast-paced Estate Planning and Transactional Department. The ideal candidate should have a minimum of five years of experience in estate planning, trust administration, probate, and guardianship matters. We are looking for a professional who thrives in a collaborative environment, values teamwork, and delivers exceptional client service.

Key Responsibilities:

A successful candidate will demonstrate proficiency in:

• Drafting comprehensive estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives (living wills), and related ancillary documents;
• Preparing pleadings and filings for trust, probate, and guardianship proceedings, including petitions, motions, inventories, accountings, and notices;
• Communicating effectively with clients, beneficiaries, third parties, and courts to gather, organize, and distribute information;
• Maintaining organized client files and proactively managing deadlines;
• Collaborating with attorneys, legal assistants, interns, and clients to ensure efficient case management;
• Accurately tracking billable and administrative time.

Qualifications:

The ideal candidate will be detail-oriented, organized, and self-motivated, with a strong commitment to producing high-quality work.

Qualifications include:

• At least five years of relevant experience in estate planning, trust administration, probate, and guardianships;
• Familiarity with Montana probate and guardianship rules and procedures;
• Experience drafting and filing pleadings in Montana courts;
• Ability to work both independently and collaboratively while managing multiple priorities and deadlines;
• Strong writing, proofreading, research, and verbal communication skills.

Technical Skills:

• Proficiency in Microsoft Office Suite
• Experience with Adobe software
• Familiarity with document management and electronic filing systems preferred

Worden Thane P.C. offers the opportunity to work in a professional, team-oriented environment dedicated to providing excellent legal services to our clients. Upon hire, the candidate will have a competitive compensation and benefits package.

Paralegal – Probate & Estate Planning

RIDDLE & BUTTS, LLP – The Woodlands, TX

Company Description

For over forty years, RIDDLE & BUTTS, LLP has been providing families with peace of mind through comprehensive estate planning and probate services. As a faith-based law firm, we honor the trust our clients place in us by guiding them with care, integrity, and professionalism. Our team serves business owners, entrepreneurs, and families across Texas, offering solutions in estate planning, estate administration, probate, tax minimization, and wealth preservation.

Role Description

We are seeking a full-time, on-site Paralegal to join our team in The Woodlands/Spring/Tomball area. The Paralegal will play a vital role in supporting our attorneys with probate and estate planning matters. The right candidate will be detail-oriented, an excellent writer, and committed to providing the highest level of service to our clients. This position is ideal for someone seeking a long-term role in a supportive, growth-oriented firm environment.

Responsibilities

· Collect and organize client data and case information

· Draft routine estate planning and corporate documents

· Create and maintain case files

· Attend attorney-client meetings as a scribe and prepare meeting notes

· Draft court documents, pleadings, deeds, and correspondence

· File wills and other legal documents with the court

· Manage attorney calendars, deadlines, and reminders

· Communicate regularly with clients, court staff, and other professionals

· Provide administrative and legal support to attorneys as needed

Qualifications

· Professional, friendly demeanor with excellent client service skills

· Exceptional writing, verbal, and interpersonal communication abilities

· Strong research and legal writing skills

· Highly organized with strong time management and problem-solving skills

· Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat

· Familiarity with Clio or similar legal software a plus

· Previous estate planning/probate paralegal experience preferred

· Bachelor’s degree or Paralegal certification preferred

Contact

Highly motivated individuals who are passionate about serving others are encouraged to apply. Please submit your cover letter, resume, letters of recommendation, writing samples, and salary requirements to: