Engineering Structures Elsevier Jobs in Arlington Heights
131 positions found — Page 7
This role works closely with BI analysts, data engineers, and business stakeholders to transform raw data into trusted datasets, reports, and dashboards that drive business decisions.
This position is well-suited for an early-career BI or data professional with a strong interest in data analysis, visualization, and foundational data engineering, and a desire to grow within Medline’s Business Intelligence organization.
Key Responsibilities Data Analysis Partner with Sales, Marketing, and BI stakeholders to understand business questions, reporting needs, and KPIs.
Analyze enterprise datasets to identify trends, patterns, and data quality issues impacting reports and dashboards.
Support metric definitions, calculations, and validation to ensure consistent and reliable business reporting.
Assist with ad hoc analysis and data exploration to support decision-making initiatives Data Engineering Assist in the development and maintenance of data ingestion and transformation pipelines using Microsoft Fabric, Azure, and SQL-based tools.
Prepare, clean, and transform raw data into analytics-ready datasets for reporting and visualization.
Write, test, and maintain SQL queries in Lakehouse and Warehouse environments.
Perform data validation, reconciliation, and basic troubleshooting to ensure accuracy and reliability.
Support production deployments, monitoring, and issue resolution in partnership with senior engineers.
Visualization & Dashboards Develop and enhance Power BI reports and dashboards to support Sales and Marketing Translate business requirements into intuitive, user-friendly visualizations and self-service reporting solutions.
Apply visualization best practices to ensure clarity, consistency, and usability of dashboards.
Collaborate with BI developers and analysts to validate data accuracy and business logic in Power BI outputs.
Support ongoing dashboard enhancements, performance tuning, and user feedback incorporation.
Required Qualifications 2+ years of experience in Business Intelligence, Data Analytics, Data Engineering, or a related technical role.
Strong working knowledge of SQL for querying and transforming data.
Experience or exposure to Power BI (or similar) for building reports and dashboards.
Familiarity with cloud-based data platforms (Microsoft Fabric and/or Azure data services preferred).
Foundational understanding of data warehousing and dimensional modeling concepts.
Understanding of data quality, validation, and documentation practices.
Strong communication skills and ability to work with both technical and business stakeholders.
Preferred Skills Analytical mindset with strong problem-solving skills.
Data storytelling and business-focused analytics.
Ability to learn new tools and technologies quickly.
Experience working in Agile/Scrum environments is a plus.
Document data models, pipelines, and technical processes following BI standards.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $73,000.00
- $110,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Define issues, identify resource needs, and develop project plans.
Facilitate projects from concept to completion.
Job Description Responsibilities: Plan and prepare supply chain and operational analysis.
Monitor accuracy, timeliness and integrity of data for analysis and reporting.
Conduct root cause analysis, problem solving, and process improvement or analytics projects.
Establish, develop, and manage Supply Chain projects.
Identify resource needs and monitor project progress.
Recommend, develop, create and implement standard reporting for routine business reports and ad hoc reporting.
Identify data and reporting tools necessary to perform supply chain and operational analysis.
Communicate the results of key projects and recommend actions/provide guidance on supply chain and operational problems.
Communicate cross functionally with internal and external business partners to identify opportunities for process improvement and root cause analyses including creating metrics dashboards/reporting, sharing information with peers and direct manager, using data to identify issues/solutions, and recommending actions or improvements.
Requirements: Education Bachelor’s degree in Industrial Engineering, Supply Chain Management, Finance, Accounting, Information Services, Mathematics or Applied Statistics.
Relevant Work Experience Experience in project management and data analysis.
At least 2 years of operations and/or supply chain experience.
Experience communicating with internal and external business partners and cross functional teams with various audiences.
Additional Intermediate level skills in Microsoft Access, Alteryx, Tableau, PowerBI, or SQL (for example: designing and creating simple queries, modifying data types, adding dates, working with required fields and/or creating labels).
Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, pivot tables, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
Experience calculating figures and amounts such as discounts, interest, commissions, proportions, percentages and volume.
Experience applying standard financial, accounting and business problem-solving skills to business problems.
Preferred Qualifications: Relevant Work Experience Experience with SAP.
Certification / Licensure CPIM, CSCP, or APICS certification.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $67,000.00
- $101,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Translate transportation and logistics processes into functional and technical system requirements.
Prepare detailed BRDs, CRDs, user stories, process flows, and impact analysis documents.
Support solution design for inbound, outbound, intercompany, and returns transportation flows.
TMS Application Support & Enhancement Manage configuration changes, enhancements, and system optimizations within TMS platforms.
Support carrier onboarding, rate management, tendering, tracking, and freight settlement processes.
Provide production support for TMS applications with minimal downtime.
Analyze incidents, perform root cause analysis, and coordinate fixes with internal teams and vendors.
Integration & Technical Coordination Work closely with IT, middleware, and external vendors to support TMS integrations with WMS, ERP (SAP), EDI, APIs, and carrier systems (Fedex, UPS, GLS, etc) Participate in system upgrades, patches, and new feature rollouts.
Testing & Release Management Create and execute UAT test scenarios and validate business outcomes.
Support regression testing during releases and upgrades.
Coordinate production deployments and post-deployment validations.
Stakeholder & Project Support Support Agile/Scrum ceremonies including backlog grooming and sprint planning.
Provide user training, documentation, and post-implementation support.
RequiredSkills / Experience: Qualifications Education: Bachelor’s degree in supply chain, Information Systems, Computer Science, or related field (Master’s preferred).
Experience: 8+ years of IT/Supply Chain experience with at least 3+ years in TMS analysis and integrations.
Hands-on experience with TMS platforms (Descartes TMS, Oracle OTM, Manhattan TMS, or equivalent).
Familiarity with parcel manifesting systems, carrier rating engines, routing optimization, and WMS shipping dependencies.
Strong knowledge of WMS-to-TMS integration touchpoints (order management, load planning, shipment execution, freight billing).
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $92,000.00
- $138,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
SENIOR PROJECT CONTROLS SPECIALIST
Is this you?
- You thrive on encountering and conquering new and exciting challenges
- You have a passion for delivering top-notch customer service through every interaction
- You are not afraid to ask questions and give input to effectively make an impact
- You want to learn from the best and work with a great team of industry-leading professionals
If yes, then bring your talent and skills to F.E. Moran! We have an exciting opportunity for an experienced Senior Project Controls Specialist to join our team in the Chicagoland Area. As a Senior Project Controls Specialist, you will apply your technical skills to meet project team and client needs for developing and maintaining project schedules and monitoring project performance. This work will include interfacing directly with project management, client management and site personnel for the development of detailed integrated schedules for the engineering, procurement and construction scopes of work associated with nuclear power generation projects.
You Are:
- EXPERIENCED: Previous project experience; Proficiency using Primavera P6 scheduling software, including resource loading experience; Familiarity with the practical application of project controls
- TECHNICAL: Working knowledge in MS Office tools, with emphasis on the advanced use of MS Excel and/or MS Access in creating detailed, interactive spreadsheets, workbooks, and databases
- METICULOUS: Strong analytical and critical thinking abilities with high attention to detail, thoroughness, and accuracy
- A COMMUNICATOR: Excellent written and verbal communication skills, with a proven ability to interact and multitask with project team members, clients, and vendors of varying position levels
- PASSIONATE: Continuous learner, invested in finding the best solution; you see projects through to fruition; your work truly matters to you; Committed to deliver high quality, accurate deliverables with attention to detail
What You’ll Do:
- COORDINATE: Develop and support project schedule requirements per client procedures and best practices; Provide regular project updates and report deviations from the approved project baseline to the project team
- ANALYZE: Perform critical path analysis, provide schedule insights and corrective actions when required; Analyze data and build reports to support project monitoring and decision making
- DOCUMENT: Produce look-ahead, actuals, and schedule quality reports; Assemble supporting documentation to meet project team and client requests/needs
- ADVISE: Provide regular project updates and report deviations from the approved project baseline to the project team; Support schedule contingency management, and work with key stakeholders to identify and manage project risks
- ACCOUNTING FUNCTIONS: Support month end closing and phase gate processes
- ORGANIZE: Ensure standardized file locations exist for all required schedule documents
- COMMUNICATE: Interact with team members to understand project requirements, goals, and operational environments
- TRAVEL: Potential travel to client offices for project coordination meetings when necessary
What We Offer:
- TOTAL REWARDS: Competitive salary and benefits package, including medical, dental, and vision; life and disability insurance; paid time off; and 401(k) retirement savings plan with discretionary company match
- DEVELOPMENT: Opportunities to learn, develop, and enhance your skills and abilities
- WORK ENVIRONMENT: Professional, engaging, supportive, and rewarding
Who We Are:
The F.E. Moran Group of Companies is comprised of seven specialized businesses offering a full spectrum of HVAC, Mechanical Services, Fire Protection, Special Hazard Systems, Plumbing, Refrigeration, and Industrial Piping Services across virtually every market. We are a single-source contractor working seamlessly to consolidate resources and deliver outstanding construction and service solutions, regardless of size, scope, complexity, or location…We save lives, protect property, and create healthy environments.
Interested? Apply Now!
Candidates must be at least 21 years of age to be eligible for positions that require participation in the company’s fleet program. This is a requirement for roles involving the operation of company vehicles.
At F.E. Moran Group of Companies, we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you have a specific need that requires accommodation, please advise a member of the Talent Acquisition team by contacting us at
Who we are. What we do.
We are Bystronic – a global technology company passionate about creating an impact for a sustainable future with sheet metal and beyond.
We want to work with people who support us in creating innovative solutions to move our industry forward. Our focus is on automating the complete material and data flow of the laser cutting and bending process chain.
In a nutshell:
The Customer Satisfaction Representative manages a designated customer portfolio within the region, acting as the main contact, assessing their needs, prioritizing tasks, and cultivating robust relationships to optimize service processes.
What you will be doing:
- Manage a specific customer portfolio within a defined region, serving as the primary point of contact
- Foster strong customer relationships, understand their business needs, and collaborate to enhance service processes for mutual benefit
- Assess customer needs and prioritize tasks, including triaging workload for hotline engineers
- Executes all activities in line with guidance from local management
- Responsible for processing day to day part sales and orders
Key tasks and Responsibilities:
- Customer Interaction Management: Serve as the initial point of contact for customer inbound inquiries, handling case logging, management, and follow-up.
- Coordination and Collaboration: Coordinate and collaborate with field service dispatchers and spare parts inquiries to ensure timely resolution of customer issues.
- Case Handling and Resolution: Manage end-to-end resolution of cases, including but not limited to identifying part numbers, creating orders, and confirming delivery times with customers.
- Spare Parts Logistics: Coordinate with the purchasing department to ensure timely delivery and distribution of parts for customer service needs. Confirm delivery times and dispatch status for spare parts from the central warehouse.
KPI’s:
- Achieve overall company sales objectives and targets
- Business results measured by Customer Satisfaction (NPS), repeat machine sales, and after sales targets.
- Increase coverage of the ByCare Program
Key Skillset:
- Technical Proficiency: Strong general technical aptitude.
- Personal & Interpersonal Skills: Effective communication and rapport-building with customers. Clear explanation of mechanical issues and multitasking abilities.
- Adaptability and Flexibility: Quick learner adaptable to new challenges. Efficient multitasker with effective time management skills.
- Additional Skills & Requirements: Proficient in MS Office, SAP, and Salesforce systems. Background in electrical or mechanical engineering preferred, with field service or customer support experience beneficial.
Your education & experience:
- High School Diploma and 3-5 years of work related experience.
What’s in it for you:
- PTO
- Benefits (Medical, Dental, Vision, STD/LTD)
- Life Insurance
- Paid Holidays
- 401k with 100% match up to 5%
People power our purpose:
Imagine working in an environment that helps move the company to the next level, where your passion, values, and skills are integral to impacting the sheet metal industry and beyond. At Bystronic, this can become your reality. Our people are the edge to drive and nurture our ambitions and continued success. Together we have created a culture where our people are central, inspiring us to make decisions that best serve them and are aligned with our purpose.
As much as we are in a technology business, human beings drive real change.
Interested?
Does this versatile challenge appeal to you? Then we look forward to getting to know you! You can submit your application on our platform with just a few clicks.
We look forward to receiving your online application
PROJECT MANAGER
Is this you?
- You apply your expertise and years of experience to conquer new and exciting challenges while working on one-of-a-kind projects
- You are not afraid to ask questions, give input, and effectively negotiate to make an impact
- You are the CEO of your project
If yes, then bring your talent and skills to F.E. Moran Special Hazard Systems! We have an exciting opportunity in our Northbrook, IL office for an experienced Project Manager in Fire Protection with proven project success. We need you to plan, lead, and oversee complex projects to completion within the heavy industrial / special hazards sector.
You Are:
- KNOWLEDGEABLE: Bachelor’s degree in mechanical engineering, construction management or relevant field or equivalent experience; in-depth industry and project management expertise; NICET certifications or equivalent experience required
- EXPERIENCED: Previous experience in Fire Protection project management, including project management in the industrial and special hazards sectors with large project success
- A COMMUNICATOR: Effectively communicate both verbally and written to varied levels of audiences; ability to negotiate and resolve conflicts successfully, negotiate changes and protect the company’s interest
- ANALYTICAL: Critical thinker with strong attention to detail; ability to understand and translate plans and designs to varied levels of audiences
- ADAPTABLE: Quickly adjusts to a changing environment and handles multiple priorities under time constraints
What You’ll Do:
- MANAGE: Lead, organize, and oversee projects from inception to completion
- COORDINATE: Plan, oversee, and maintain effective field operations and teams
- EXECUTE: Effectively accomplish the scope of contracted work within the allotted budget and time schedules
- PERFORM: Ensure the financial success of the project with attention to change order management and resolution
- SERVICE: Provide exceptional guidance and support to all stakeholders, partners, and team members
What We Offer:
- TOTAL REWARDS: Competitive salary and benefits package, including medical, dental, and vision; life and disability insurance; paid time off; and 401(k) retirement savings plan with discretionary company match
- DEVELOPMENT: Opportunities to enhance and strengthen project management, leadership, and technical skills
- WORK ENVIRONMENT: Professional, engaging, collaborative, and rewarding
- TEAM: You will be an integral part of a knowledgeable, high achieving, and industry-leading group of professionals
Who We Are:
The F.E. Moran Group of Companies is comprised of seven specialized businesses offering a full spectrum of Special Hazard Systems fire protection, HVAC, Mechanical Services, Fire Protection, Plumbing, Refrigeration, and Industrial Piping Services across virtually every market. We are a single-source contractor working seamlessly to consolidate resources and deliver outstanding construction and service solutions, regardless of size, scope, complexity, or location…We save lives, protect property, and create healthy environments.
Interested? Apply Now!
Candidates must be at least 21 years of age to be eligible for positions that require participation in the company’s fleet program. This is a requirement for roles involving the operation of company vehicles.
At F.E. Moran Group of Companies, we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you have a specific need that requires accommodation, please advise a member of the Talent Acquisition team by contacting us at
The Inside Sales Representative (ISR) plays a key role in generating new business by connecting with owners and decision makers, qualifying prospects, and setting appointments for our Outside Sales team. This role matters because it is the engine that fuels our growth; your ability to create the first connection with potential customers ensures a steady pipeline of qualified opportunities and supports our expansion into new markets.
The ISR focuses on outbound prospecting within our Ideal Client Profile (ICP), gathering key information, and setting qualified appointments. You’ll also manage and build our prospect database to ensure accurate follow‑up and a strong flow of leads. This role is the first step in bringing in new customers and directly impacts our sales success.
Key Responsibilities
- Lead Generation: Make 80–100 outbound calls daily to identify and engage potential customers.
- Information Gathering: Gather basic information via phone, LinkedIn, and/or websites to further qualify prospects.
- Appointment Setting: Schedule a minimum of three qualified appointments per week with potential customers.
- Relationship Building and Nurturing: Set follow‑up calls and activities to further develop relationships with prospective business owners or decision makers.
- Marketing Follow‑up: Promptly contact and qualify prospects generated by marketing activities.
- Prospect Database Management: Organize prospects into categories to determine qualification, ownership, and appropriate follow‑up.
- Document all activities and interactions in the CRM tool.
- Update Inside Sales Playbook daily with total activities performed.
- Attend weekly sales meetings and report on activities performed.
Additional Duties and Responsibilities
- Develop in‑depth knowledge of the inside sales process and continually refine best practices.
- Attend Inside Sales Workshops and refine calling strategies.
- Enter new contacts and businesses into the prospect database from internal sources, acquired lists, or marketing activities.
- Generate email templates and follow‑up communication for prospects.
- Promptly follow up on chat requests generated through the website.
- Field inbound sales calls and leads from various sources and qualify for business potential.
- Document internal processes and procedures related to duties and responsibilities.
- Maintain CRM data, share best practices, improve processes, and provide clear and consistent reporting to management.
What You Bring
- Strong phone skills with the ability to reach prospects creatively, identify decision makers, and handle objections professionally.
- 1-3 years of sales experience
- High energy and drive with strong conversational skills.
- Persistence in reaching decision makers and identifying key information about prospects.
- Skill in preparing written communications and materials.
- Interpersonal skills including communication, active listening, and customer care.
- Ability to redirect prospects on the phone and adapt quickly to changes.
- Typing skills for quick and accurate data entry.
- Self‑motivation and discipline to adhere to the inside sales process.
Benefits
- Commission‑based incentives
- Premier health, dental, and vision benefits
- 401(k) retirement plan
- Complete on‑the‑job training and support
- Fun working environment and culture
- Onsite gym & cafe
- Hybrid schedule
- Great opportunity for advancement
Salary:
$40,000 - $60,000
Paralegal - Trust Administration and Probate
Rhoades Levy Law Group P.C. ("RLLaw"), a Northbrook, Illinois-based law firm, is seeking a paralegal with significant experience in trust administration and probate to join its rapidly growing and highly collaborative law firm.
The ideal candidate must be able to work independently managing trust administration and probate matters from beginning to end in collaboration with and with the support of the responsible attorneys in our busy practice areas.
Education and Experience
- Minimum of 3 years of paralegal experience with trusts and estate administration
- Familiarity with procedures of probate courts, taxing authorities, and regulatory agencies
- Experience working with Microsoft Office resources (Outlook, Word, Excel), PDF software, and document management software and ability to learn and use advanced software programs and new technology
- Desire to attend continuing education courses to improve skills
- Strong understanding of business operations and client confidentiality principles
- Smokeball (legal practice management system) experience is a plus
- Experience with some or more of the following areas is a plus: estate and gift tax preparation software (e.g., CCH ProSystem fx), estate planning, purchase and sale agreements for businesses and commercial real estate, and entity structures and other corporate matters
Responsibilities
- Docketing, tracking, and proactively managing dates and deadlines
- Identifying and collecting assets
- Preparing various trust administration and probate documents
- Preparing, updating, and providing status reports internally and to clients
- Supporting attorneys with document preparation, client/advisor correspondence, meeting coordination and preparation, and other aspects of advancing the matter
- Preparing accountings and, ideally, estate and gift tax returns
- Reviewing and summarizing wills, trusts, and other documents to implement the administration process and to ultimately distribute assets and fund sub-trusts
- Performing basic research using a variety of resources
Key Attributes
- Excellent time and calendar management skills and ability to adjust to changing project priorities in a deadline-driven environment
- Excellent organizational and technological skills and good number aptitude
- Superior oral and written communication skills
- Excellent proofreading skills
- Ability to produce accurate work product with a high attention to detail
- Self-starter who is comfortable simultaneously managing multiple tasks
- Comfortable in a fast-paced work environment
Our Core Values
- Excellence
- Transparency
- Integrity
Total compensation for this position at the time of the posting is $60,000—$85,000 annually based on a full-time schedule. Compensation will be determined by several factors, including, without limitation, qualifications, experience, skill set, and performance.
RLLaw offers participation in benefits programs, including health insurance, paid time off, and 401k/profit sharing plan participation.
RLLaw also offers flexible hours and legal assistant support. A limited work from home option (one to two days per week) may be considered after training and demonstrated proficiency.
RLLaw values a diverse workplace, provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type.
About this role:
The Manager of Institutional Advisory Services leads the daily operations, client service delivery, and growth of Clearwater Capital Partners’ institutional advisory practice, managing a specialized team and ensuring excellence in plan governance, implementation, and fiduciary oversight. The role blends hands-on client leadership with strategic and managerial responsibilities, supporting business development, operational consistency, and regulatory compliance. Reporting to the Director of Institutional Advisory Services, this position partners with firm leadership to advance enterprise initiatives while maintaining high standards of client experience and operational integrity.
This is a full-time, on-site position
Duties and Responsibilities
- Manage the day-to-day operations of the institutional advisory team, ensuring high standards of client service, timely deliverables, and consistent plan oversight.
- Support and mentor consultants and client service professionals, providing guidance, training, and performance development.
- Support business development initiatives in collaboration with firm leadership, including prospect tracking, proposal oversight, and onboarding of new institutional clients.
- Oversee the delivery of retirement plan advisory services—investment review coordination, plan governance documentation, committee meeting preparation, and fiduciary reporting.
- Maintain firmwide standards for client engagement quality, documentation, and CRM utilization to ensure accountability and operational efficiency.
- Partner with the Director of Institutional Advisory Services, CRO and other key team members on strategic initiatives, marketing efforts, and cross-firm collaboration that advance institutional and corporate relationships.
- Conduct periodic reviews of recordkeeping, platform, and vendor relationships to support client fiduciary best practices and continuity.
- Lead internal client service and education initiatives, ensuring consistent delivery of participant communications, education programs, and advisor training.
- Ensure adherence to fiduciary responsibilities, compliance procedures, and documentation standards under ERISA and related regulations.
- Represent the institutional advisory team in internal leadership meetings, providing reporting, insights, and recommendations for continuous improvement.
Required Skills
- Proven track record in business development, including direct acquisition of institutional retirement plan clients and pipeline management.
- Strong strategic thinking and planning capabilities, with experience developing and executing growth initiatives for institutional advisory businesses.
- Exceptional client presentation and relationship management skills across C-level, board, and committee environments.
- In-depth knowledge of institutional retirement plan structures, investment products, and service providers—including 401(k), 403(b), defined benefit plans, CITs, and separate accounts.
- Advanced understanding of fiduciary roles, governance best practices, and regulatory landscapes (ERISA, DOL, IRS, SEC).
- Outstanding team leadership, mentorship, and people development skills.
- Skills in managing CRM systems, sales tracking, and analytics platforms, with strong data-driven decision-making ability.
- Experience organizing, facilitating, and delivering education/training programs for clients and advisory teams.
- Commitment to process excellence, compliance culture, and continuous improvement in client services.
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word); experience with retirement plan technologies.
Minimum Requirements
- Bachelor’s degree required; MBA or advanced degree preferred.
- Minimum of 7 years of direct experience in institutional retirement plan sales, service, or consulting, with at least 2 years in a team leadership role.
- Demonstrated capability in managing complex client relationships and high-value institutional advisory engagements.
- Active Series 65 license (Uniform Investment Adviser Law Exam) required.
- Accredited Investment Fiduciary (AIF), CRPS, or related industry designation preferred.
We Offer
- Competitive compensation package with bonus opportunities based on AUM.
- Comprehensive benefits package including medical, vision, dental, life Insurance, long/short term disability.
- 401(k) plan with company match.
- Equity bonus opportunities.
- Paid vacation, holidays, and sick time.
- Aura cyber security membership.
- Reimbursement for continuing education, certifications, etc.
EQUAL EMPLOYMENT AND HARASSMENT POLICY
CCP is proud to provide equal opportunity in employment to all associates and applicants for employment. No person is or will be discriminated against because of perceived race, color, ancestry, gender, sexual orientation, gender identity, results of genetic testing, religion, age, national origin, disability, veteran or marital status, or any other legally protected group status. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
Entry Level Account Manager | Fast-Track to Leadership | ASAP HIRE!
Company Description
ELV Management, headquartered in Chicago, is a leading firm specializing in outsourced sales and face-to-face retail representation. We assist national brands in creating meaningful connections with their customers that drive lasting results. Our company fosters a culture of growth, teamwork, and leadership development, where every team member has the opportunity to excel and contribute to a larger vision. With a high-energy and collaborative environment supported by hands-on training, mentorship, and a performance-based advancement structure, ELV Management is committed to unlocking the potential of ambitious individuals. Join us to grow your career and become part of a team that builds leaders for the future.
Role Description
This is a full-time on-site role for a Junior Account Manager, located in Des Plaines, IL. In this role, you will serve as a primary point of contact for customers, addressing inquiries, resolving issues, and providing a high level of service to enhance customer satisfaction. Responsibilities include effectively communicating with customers, fostering strong relationships, collecting feedback to improve services, and supporting sales initiatives through customer education and engagement. This position requires a proactive approach to delivering exceptional experiences that align with company objectives and values.
Qualifications
- Proficiency in customer engagement, relationship building, and resolving customer concerns in a professional manner
- Strong verbal and written communication skills for effectively addressing customer needs and providing clear solutions
- Organizational skills, attention to detail, and the ability to multitask in a fast-paced environment
- Problem-solving abilities, adaptability, and a customer-focused mindset
- Experience in sales or a basic understanding of retail operations is a plus
- Proven ability to work collaboratively with team members and independently as needed
- High school diploma or equivalent; a college degree in business, communications, or a related field is preferred
- Enthusiastic, self-motivated, and willing to contribute to a positive team atmosphere
What We're Looking For:
- Strong communication and interpersonal skills
- A problem-solver with a positive, professional attitude
- Self-motivated and eager to learn new skills
- Previous customer service or sales experience is a plus (not required)
- Reliable transportation and consistent attendance
Perks and Benefits:
- Pay range of $600-$1000 weekly.
- Benefits: PTO.
- Commission: Performance-based commission for meeting or exceeding sales targets.
- Bonus: Performance bonus based on company profitability and individual contributions.
- Competitive weekly pay with performance incentives
- Comprehensive training and mentorship
- Career growth and leadership opportunities
- Supportive, team-oriented environment