Goodwin Advisors Jobs in Usa
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Position: Program Assistant
Reports to: Program & Events Manager
Location: New York City, hybrid
Status: Full-time, exempt
About the Science Philanthropy Alliance
The Science Philanthropy Alliance is the world’s first and longest-standing organization dedicated to advising philanthropists on giving to discovery science (also known as basic science). Founded in 2014 by six visionary foundations, the Alliance has grown into a vibrant network of over 40 member organizations and a global community of funders, scientists, and advisors committed to advancing scientific discovery for the benefit of humanity.
We support both emerging and established science funders with tailored advisory services including landscape analyses, program design, and connections to leading scientific experts across disciplines. Beyond advising, we convene funders and leaders in philanthropy, academia, and government to foster connection, shared learning, and innovation.
At the heart of our work is a unique model: our advisory services are provided at no cost to philanthropists, made possible by the generosity and shared vision of our members. This approach allows us to remain impartial, flexible, and fully focused on helping funders achieve meaningful impact.
Our interdisciplinary team and network of renowned science advisors bring deep expertise in philanthropic strategy and emerging scientific research. Together, we provide the insights, guidance, and connections that help philanthropists make a lasting impact.
Position Summary
The Program Assistant provides programmatic and administrative support for the Science Philanthropy Alliance, primarily related to our member network and philanthropic advisory services. The Alliance’s team works in a highly collaborative process to provide bespoke advisory services to increase philanthropic funding for scientific research. The team organizes discussions and events for members, enabling a science philanthropy community focused on networking, shared learning, and dynamic collaborations and partnerships. These activities are key benefits for many members and increase the impact, effectiveness, and visibility of science philanthropy.
Responsibilities
The Program Assistant plays an instrumental role in ensuring that the Science Philanthropy Alliance’s team is organized and consistently prepared to deliver the highest possible level of service to our philanthropic members and advisory clients. Specific responsibilities include:
● Plan and coordinate team meetings;
● Manage a complex schedule of meetings with advisors, members, advisees, and partners for the Principal Director, Philanthropic Advising and other team members, as needed;
● Maintain Salesforce data hygiene and produce standard reports on advisory services and membership engagement, events, and outcomes;
● Assist in planning and executing the Alliance’s membership events, including at least two 1.5-day conferences, 2–5 lunches/receptions, and 5–10 webinars annually;
● Provide day-of logistics and materials support for events, including check-in/registration, coordination with onsite vendors (catering, A/V), and PowerPoint deck preparation and last-minute edits;
● Assist in managing the team’s domestic and international travel;
● Process and submit the team’s monthly expenses on a timely basis;
● Conduct occasional research (e.g., brief background summaries) on philanthropists, scientists, or scientific topics to support our advisory services;
● Contribute to an inclusive, respectful professional culture and environment; and
● Perform other duties as assigned to support the coordination and collaboration of the team.
Qualifications
● At least two years of professional experience preferred in a role with administrative, data entry, event management, and project management responsibilities.
● Strong oral and written communication skills, ideally with experience in correspondence with senior executives.
● Excellent organizational and project management skills, with a demonstrated ability to manage multiple priorities and meet deadlines.
● Exceptional attention to detail and accuracy.
● Ability to take initiative, a strong work ethic, and a highly collaborative orientation.
● Unimpeachable integrity and trustworthiness, including a fine-tuned sense of discretion in the handling of confidential and sensitive matters.
● Passionate about the power of science and/or philanthropy to make positive change in the world.
● Highly proficient with the Microsoft Office suite and Zoom.
● Experience with Salesforce or additional CRM platform preferred.
Position specifics
The salary range for this position is $60,000 to $70,000. The Alliance offers a robust benefits package including full medical, dental, disability, and life insurance benefits, retirement plan participation and flexible spending accounts, vacation, personal and volunteer leave benefits. The Alliance’s New York City based team is expected to work in the office on Tuesday, Wednesday, and Thursday, with the option to work remotely on Monday and Friday, except when job commitments require presence in the office.
How to apply
Please submit a résumé and answer a short questionnaire. No calls please.
- The Science Philanthropy Alliance is an equal opportunity employer.
THE HEIGHTS OF ATASCOSA 1855 W. GOODWIN, PLEASANTON, TX. 78064
Available Shifts: PRN and Pay Rate: $17/hourly - $19/hourly
At Touchstone Communities, caring isn't just what we do - it's who we are. Every day, we come together with one shared purpose: Making Lives Better for our residents, patients, Veterans, and for each other. If you're a Certified Nurse Aide with a heart for meaningful connection, compassionate service, and exceptional care, we'd love to welcome you into our Touchstone family.
Bring Your Heart. Bring Your Purpose.We're searching for Certified Medication Aides who strive for excellence and believe every resident deserves dignity, respect, and individualized care. Here's what you'll need:
- A valid Texas CNA certification AND valid Certified Medication Aide certificate
- A genuine passion for caring for others and being a bright spot in someone's day.
- A team-focused mindset and a desire to contribute to a positive, uplifting workplace culture.
At Touchstone Communities, we don't just offer a job - we offer belonging. Here's what you can expect:
- Your voice matters. We listen. We support. We celebrate.
- Competitive pay plus optional paycheck advances for added peace of mind.
- Comprehensive Health Benefits including medical, dental, and vision coverage.
- Company paid life insurance of $20,000 for added peace of mind.
- Additional supplemental insurance options, including pet insurance - because family comes in all forms!
- Tuition reimbursement to help you grow in your professional journey.
- 401(k) matching to invest in your future.
- PTO that starts accruing on day one - because balance matters.
- Bonus opportunities that recognize your dedication and exceptional care.
- Emergency Assistance Grants through the Touchstone Foundation - because we care for our own.
Here, your work is more than a daily task list - it's a calling. You'll build relationships, uplift lives, and make a real difference every single day. And with a team that supports you, believes in you, and invests in you, you'll feel that difference in your own life too.
Ready to Make Lives Better?If you're driven by compassion, motivated by purpose, and inspired by service, you belong here. Join a community that values your heart as much as your skill.
The Supply Chain Manager oversees the entire production lifecycle, from sourcing raw materials to delivering finished goods. They optimize inventory, manage supplier relationships, and ensure on-time production to meet customer demand, aiming to reduce costs and improve efficiency. Key duties include demand planning, logistics coordination, ERP management, and mitigating supply risks.
Key Responsibilities and Duties
- Supply Chain Optimization: Analyze and improve logistics, inventory management, and distribution, with a focus on enhancing efficiency and profitability.
- Procurement & Supplier Management: Negotiate with vendors for raw materials and services, ensure on-time deliveries, and maintain quality/safety standards.
- Inventory Control: Manage raw materials and finished goods inventory levels to minimize carrying costs while ensuring availability for production.
- Production Planning: Coordinate with manufacturing teams to create schedules, optimize capacity, and meet demand.
- Logistics & Distribution: Oversee transportation, warehousing, and shipping, including international trade compliance.
- Risk Mitigation: Create contingency plans for supply disruptions, such as material shortages or logistical failures.
- Technology Utilization: Leverage ERP systems (e.g., SAP) and data analytics to track performance and make decisions.
- Goodwin University +6
Required Skills and Qualifications
- Experience: Generally 5–10+ years in logistics, operations, or supply chain management.
- Education: Bachelor’s degree in Supply Chain Management, Business Administration, Engineering, or related field.
- Technical Skills: Expertise in ERP systems, MRP (Material Requirements Planning), and data analytics.
- Soft Skills: Strong negotiation, leadership, communication, and project management skills.
- Knowledge: Deep understanding of lean manufacturing, inventory management, and quality control principles.
BENEFITS:
o Paid Sick Leave where applicable by State law
o Benefit offerings for full-time employment include medical, dental, vision, commuter benefits, and a 401k plan offered
o Annual discretionary bonus based on company and individual performance.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Job Description
Account Manager (SaaS) — You Probably Don't Want This Job
Company: Swivel Software
Let's be honest upfront — this role isn't for most people.
If you're looking for something easy, predictable, or low-effort... keep scrolling. This job will frustrate you, stretch you, and occasionally make you question your life choices (in a good way, eventually).
Still here? Alright, let's talk.
What You'd Be Getting Into
At Swivel CRM, our Account Managers don't just "manage accounts." That would be too simple.
You'll be:
* Dealing with demanding customers who actually expect results
* Juggling multiple clients, priorities, and last-minute curveballs
* Translating messy real-world problems into clean SaaS solutions
* Building relationships that actually matter (not just check-in calls)
* Pushing accounts to grow — even when it's uncomfortable
Some days will feel like a win. Others will feel like controlled chaos.
Why You Might Hate It
* There's nowhere to hide, your impact is visible
* You'll need to think, not just follow a script
* "That's not my job" doesn't really exist here
* Clients will rely on you (a lot)
* You'll be expected to care about outcomes
Why You Might Secretly Love It
* You'll actually make a difference for customers
* You'll learn SaaS, business strategy, and people skills fast
* You'll work with a team that doesn't tolerate mediocrity
* You won't be bored (ever)
* Wins feel earned and they're satisfying
What We're (Reluctantly) Looking For
* Experience in SaaS account management, customer success, or similar
* Strong communication skills (translation: you can explain complex stuff simply)
* Ability to stay calm when things get messy
* Curiosity, you ask "why?" more than "what?"
* Ownership mindset (you fix problems instead of pointing at them)
The Basics
* Competitive salary + performance incentives
* Benefits package (yes, the usual stuff)
* Remote/hybrid flexibility
* Growth opportunities — if you can handle them
Final Warning
If you want a job where you can coast, this isn't it.
If you want a job where you'll grow, be challenged, and occasionally surprise yourself...
...you still might not want it.
But if you do — we'd like to hear from you. Company Description
SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.
What we do -
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world's most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients' assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.
Our origin story -
Adaptation As Inspiration
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.
Matt wanted a system that worked the way he did - seamlessly across products and clients.
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.
In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.
Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
Company Description
SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.\r
\r
What we do - \r
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world's most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients' assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.\r
\r
Our origin story - \r
Adaptation As Inspiration\r
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.\r
\r
Matt wanted a system that worked the way he did - seamlessly across products and clients.\r
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.\r
\r
In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.\r
\r
Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
Your opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at-
Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- CFP® designation, CFA® designation required (may consider 24 month condition of employment)
- Bachelor’s Degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 license required (may consider a 120-day COE)
- Active and valid FINRA 9/10 required (may consider a 120-day COE)
- Five plus years’ experience in the financial services industry
- Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.
What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.
A Clinical Case Educator requires the credentials of a Registered Nurse. In this role, a registered nurse is passionate and is committed to provide a high level of patient care and counseling patients enrolled in the Medication Therapy Program. The ideal candidate has great communication skills, problem solving skills, and must be self-motivated. This person will be driven to help team members to achieve the mission of providing high level of care to patients. This position is a telehealth position. The nurse will report adverse events and provide clinical interventions to the patient based on assessed need.
Must reside within a commutable distance of Cary, NC or Fort Worth, TX.
Shift Information
Cary, NC – Monday-Friday from 9am-6pm EST and one night per week rotating to work 11-8pm.
Fort Worth, TX - Monday-Friday from 8am-5pm CST and one night per week rotating to work 10-9pm.
The nurses are required to report to the office twice a week.
One rotating Saturday.
Key Responsibilities
Counsel and educate new/existing patients on specialty drug therapies.
Adherence to contracted and accrediting regulations as indicated by drug specification.
Complete, thorough, and accurate documentation utilizing good documentation practice and compliance to industry standards and regulations.
Discuss potential/current side effects with patients to educate about treatment alternatives and facilitate ongoing therapy adherence.
Identify and report adverse events (AEs) and product complaints (PCs) to the manufacturer, FDA, and/or other governing authorities.
Specialty drug verification and education. Provider/patient conduit to support therapeutic longevity.
Adherence to patient management programs through call cadence schedules, medication management programing, drug counseling and provider collaboration.
Maintenance of patient demographic records, medical history, and records in accordance with federal HIPAA standards.
Collaboration with Pharmacy Support teams to ensure timely and accurate delivery of specialty drugs.
Minimum Requirement
Degree or equivalent and typically requires 4+ of relevant experience or a combination of education and experience.
Active RN license in NC/TX.
Education
Associates, Bachelor or higher degree in Nursing or accredited nursing diploma.
Critical Skills
4+ years of nursing experience with at least 1 year of acute.
Experience in Oncology or other specialties.
Registered Nurse with current unrestricted compact state license or primary NC licensure. TX RN license is required for residents of TX.
Ability to obtain licensing in all states and United States territories serviced within 3 months of employment through Biologics supported programming (minimal application guidelines apply.)
Computer skills, including e-mail, word processing, spreadsheet and web-based programs.
Effective orally and in writing communication, experience with motivational interviewing preferably.
Ability to read, analyze and interpret practice standards, professional journals, technical procedures and government standards and regulations.
PTO Blackout Dates – around Thanksgiving, Christmas, and New Years holidays.
Physical Requirements
Large percent of time performing computer-based work is required.
Hybrid position-Office days required.
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.
Our Base Pay Range for this position
$31.00 - $51.66McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:
McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.
McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.
McKesson job postings are posted on our career site: .
McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.
McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to .
Join us at McKesson!
In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Professional is a key member of our team.
After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
The Tax Manager will lead income tax planning, compliance, and risk management across corporate, partnership, and REIT structures, ensuring the company’s tax position is optimized, compliant, and aligned with business objectives.
This role serves as a key internal tax authority, partnering closely with crossfunctional teams and external advisors on complex tax matters, audits, and strategic transactions.
Key Responsibilities Manage external advisors in the preparation, review, and timely filing of federal, state, and local corporate, partnership, and REIT income tax, franchise, and information returns Develop and implement tax planning strategies to minimize overall tax exposure and optimize tax function costs Oversee REIT qualification matters, including REIT testing and ongoing compliance Support tax due diligence for acquisitions and assist with tax aspects of disposition transactions Manage indirect tax filings and payments, including B&O tax, gross receipts tax, and business licenses Support taxable REIT subsidiary (TRS) activities, including quarterly tax provisions, intercompany transactions, income and service allocations, tax credit tracking, and annual overhead surveys Assist with income tax audits and respond to tax notices and inquiries Qualifications Bachelor’s degree 5+ years of progressive experience in tax planning and compliance involving corporate, partnership, and REIT structures CPA certification preferred Big 4 public accounting experience preferred Strong technical knowledge of partnership taxation required; solid understanding of corporate and California tax, REIT qualification, TRS transfer pricing, and U.S.
GAAP income tax reporting
Customer Accounts Advisor
The salary range for this role is $14.00 to $14.50 per hour/annually*. This position is also eligible for incentive pay based on performance.
Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
- Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
- Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
- Sell customers on the benefits of timely lease agreement renewal payments
- Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
- Assist with merchandise returns and guest deliveries as directed by management
- Clean and certify merchandise in the Quality Assurance Center for all items personally returned
- Complete and maintain weekly vehicle maintenance sheet and route sheets daily
- Load, secure and protect product in company vehicle
- Safely operate company vehicle
- Assist the Sales Team as needed
- Any reasonable duties requested by management
Requirements
- United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
- Must meet DOT requirements to obtain certification in required states (United States)
- Ability to work schedule of hours varying from 8 am to 9 pm
- Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
- Two years of retail/customer service experience preferred
- High School diploma or equivalent preferred
- Excellent interpersonal and communication skills
- High energy with the ability to effectively perform all functions of the store and multitasking effectively
- Proper telephone etiquette
- Uphold the Aaron’s Brand and protect company assets
- Maintain a professional appearance
- Proficient computer skills
Aaron’s Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
- Paid time off, including vacation days, sick days, and holidays
- Medical, dental and vision insurance
- 401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
**Benefits vary based on full-time and part-time employment status.
Customer Accounts Advisor
The salary range for this role is $14.25 to $15.00 per hour/annually*. This position is also eligible for incentive pay based on performance.
Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
- Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
- Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
- Sell customers on the benefits of timely lease agreement renewal payments
- Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
- Assist with merchandise returns and guest deliveries as directed by management
- Clean and certify merchandise in the Quality Assurance Center for all items personally returned
- Complete and maintain weekly vehicle maintenance sheet and route sheets daily
- Load, secure and protect product in company vehicle
- Safely operate company vehicle
- Assist the Sales Team as needed
- Any reasonable duties requested by management
Requirements
- United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
- Must meet DOT requirements to obtain certification in required states (United States)
- Ability to work schedule of hours varying from 8 am to 9 pm
- Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
- Two years of retail/customer service experience preferred
- High School diploma or equivalent preferred
- Excellent interpersonal and communication skills
- High energy with the ability to effectively perform all functions of the store and multitasking effectively
- Proper telephone etiquette
- Uphold the Aaron’s Brand and protect company assets
- Maintain a professional appearance
- Proficient computer skills
Aaron’s Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
- Paid time off, including vacation days, sick days, and holidays
- Medical, dental and vision insurance
- 401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
**Benefits vary based on FT and PT employment status.
Customer Accounts Advisor
The salary range for this role is $14.25 to $15.00 per hour/annually*. This position is also eligible for incentive pay based on performance.
Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
- Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
- Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
- Sell customers on the benefits of timely lease agreement renewal payments
- Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
- Assist with merchandise returns and guest deliveries as directed by management
- Clean and certify merchandise in the Quality Assurance Center for all items personally returned
- Complete and maintain weekly vehicle maintenance sheet and route sheets daily
- Load, secure and protect product in company vehicle
- Safely operate company vehicle
- Assist the Sales Team as needed
- Any reasonable duties requested by management
Requirements
- United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
- Must meet DOT requirements to obtain certification in required states (United States)
- Ability to work schedule of hours varying from 8 am to 9 pm
- Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
- Two years of retail/customer service experience preferred
- High School diploma or equivalent preferred
- Excellent interpersonal and communication skills
- High energy with the ability to effectively perform all functions of the store and multitasking effectively
- Proper telephone etiquette
- Uphold the Aaron’s Brand and protect company assets
- Maintain a professional appearance
- Proficient computer skills
Aaron’s Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
- Paid time off, including vacation days, sick days, and holidays
- Medical, dental and vision insurance
- 401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
**Benefits vary based on FT and PT employment status.
Customer Accounts Advisor
The salary range for this role is $12.25 to $13.00 per hour/annually*. This position is also eligible for incentive pay based on performance.
Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
- Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
- Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
- Sell customers on the benefits of timely lease agreement renewal payments
- Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
- Assist with merchandise returns and guest deliveries as directed by management
- Clean and certify merchandise in the Quality Assurance Center for all items personally returned
- Complete and maintain weekly vehicle maintenance sheet and route sheets daily
- Load, secure and protect product in company vehicle
- Safely operate company vehicle
- Assist the Sales Team as needed
- Any reasonable duties requested by management
Requirements
- United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
- Must meet DOT requirements to obtain certification in required states (United States)
- Ability to work schedule of hours varying from 8 am to 9 pm
- Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
- Two years of retail/customer service experience preferred
- High School diploma or equivalent preferred
- Excellent interpersonal and communication skills
- High energy with the ability to effectively perform all functions of the store and multitasking effectively
- Proper telephone etiquette
- Uphold the Aaron’s Brand and protect company assets
- Maintain a professional appearance
- Proficient computer skills
Aaron’s Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
- Paid time off, including vacation days, sick days, and holidays
- Medical, dental and vision insurance
- 401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
**Benefits vary based on FT and PT employment status.
Salary: $100,000
- $150,000 per year A bit about us: About the Company We are a large, multi-entity, privately held services organization operating across multiple states with a strong presence in project-based emergency and restoration services.
The business supports high-volume, time-sensitive work where every project is unique, creating a complex and fast-moving accounting environment.
This is an opportunity to join a high-growth, operationally intense organization where accounting plays a critical role in supporting leadership and scaling the business.
Requirements:
- 5+ yrs of experience of Project or Costing accounting experience (Manufacturing or Construction industry)
- General Ledger experience
- Bachelors degree in Accounting or similar
- Sr.
Accountant or Accounting Manager Nice-to-Haves:
- Franchise accounting Why join us? Compensation & Benefits Competitive salary Annual Bonus: ~15% Comprehensive benefits package 401(k) with company match PTO: 2–3 weeks (negotiable) Sick time + paid holidays Team-focused culture initiatives and regular onsite perks Occasional travel to other operating locations Why This Role Challenging, non-repetitive accounting work High visibility and impact across the organization Opportunity to help bring structure to a complex, growing business Mission-driven services that support communities during critical events Job Details The Role We are seeking an experienced Accounting Manager to join a multi-entity, project-driven organization.
This role is ideal for someone who thrives in ambiguity, enjoys building structure, and is comfortable acting as a hands-on leader in a demanding environment.
You will function as a player-coach, partnering with leadership and outside advisors while managing daily accounting operations and developing both onshore and offshore accounting teams.
Key Responsibilities Manage general ledger accounting across multiple entities Own monthly close and financial reporting for project-based operations Oversee job costing, WIP, and estimates-to-actuals analysis Manage intercompany and intracompany transactions across operating units Lead and develop the accounting team, including: Accounts Payable team (2) Accounts Receivable Manager Offshore accounting support team (approx.
5) Partner with external accounting advisors on tax strategy, compliance, and reporting Improve processes, controls, and documentation in a fast-changing environment Provide leadership with actionable financial insights Requirements:
- 5+ yrs of experience of Project or Costing accounting experience (Manufacturing or Construction industry)
- General Ledger experience
- Bachelors degree in Accounting or similar
- Sr.
Accountant or Accounting Manager Nice-to-Haves:
- Franchise accounting Work Environment Hybrid schedule: 4 days onsite / 1 day remote Chicago area office (car required; limited public transit access) Large operational facility with corporate office onsite Collaborative culture with strong team engagement Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Petersburg, FL Duration: 6 Months Working Model: Hybrid Pay rate:$35-$40/hr on W2 Required: Requires 3 5 years of financial services experience, strong communication, and multitasking skills.
Role acts as RCS (RIA and Custody Services) Project Lead supporting onboarding and transitions.
Daily work includes leading calls, scheduling meetings, coordinating transitions, and resolving account or AML issues.
Supports advisors moving to RIA platforms, including new firm setups and account transfers.
Work directly with RIAs, independent broker dealers, and financial advisors (not end clients) Salesforce experience is helpful financial
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‐term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‐aware philosophy.
The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.
This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a high‐performing investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top “Places to Work” awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firm’s long‐term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* Cross‐Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelor’s degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.
We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
#J-18808-Ljbffr
What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.
Job Description
Job Description
Mission Biologics ( ) is dedicated to delivering the best possible care for patients battling a complex disease. We do that by bringing care into alignment: unifying fragmented services across the care continuum. Our mission is to help payors, biopharma companies, researchers and healthcare providers improve outcomes, accelerate access to care and reduce risk — all by focusing on the patient first. With a multidisciplinary approach, we bring deep expertise to a complicated diseases like cancer and neurological conditions.
Purpose
The Clinical Case Educator is an important role in our team. The nurse is passionate and is committed to provide a high level of patient care and counseling patients enrolled in the Medication Therapy Program. The ideal candidate has great communication skills, problem solving skills, and must be self-motivated. This person will be driven to help team members to achieve the mission of providing high level of care to patients.
Must reside within a commutable distance of Cary, NC.
Shift Information
* Cary, NC - Monday-Friday from 9am-6pm EST and one night per week rotating to work 11-8pm.
* The nurses are required to report to the office twice a week.
* One rotating Saturday.
Key Responsibilities
* Counsel and educate new/existing patients on specialty drug therapies
* Adherence to contracted and accrediting regulations as indicated by drug specification
* Complete, thorough and accurate documentation utilizing good documentation practice and compliance to industry standards and regulations
* Discuss potential/current side effects with patients to educate about treatment alternatives and facilitate ongoing therapy adherence
* Identify and report adverse events (AEs) and product complaints (PCs) to the manufacturer, FDA, and/or other governing authorities
* Specialty drug verification and education. Provider/patient conduit to support therapeutic longevity.
* Adherence to patient management programs through call cadence schedules, medication management programing, drug counseling and provider collaboration.
* Maintenance of patient demographic records, medical history and records in accordance to federal HIPAA standards
* Collaboration with Pharmacy Support teams to ensure timely and accurate delivery of specialty drugs
Minimum Requirements:
* 4+ years of nursing experience with at least 1 year of acute, inpatient care preferred.
* Registered Nurse with current unrestricted compact state license or primary NC licensure.
Critical Skills:
* Ability to obtain licensing in all states and United States territories serviced within 3 months of employment through Biologics supported programming (minimal application guidelines apply) specifically California (College Level Microbiology with Lab required)
* Strong Computer skills, including e-mail, word processing, spreadsheet, and web-based programs.
* Effective verbal and written communication, experience with motivational interviewing preferably.
* Ability to read, analyze and interpret practice standards, professional journals, technical procedures and government standards and regulations.
Education:
* Associates, Bachelor, or higher degree in Nursing or accredited nursing diploma.
Physical Requirements:
* Large percentage of time spent performing computer-based work is required.
* Hybrid position-Office days required.
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. ( )
Our Base Pay Range for this position
$31.00 - $51.66
McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:
McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.
McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.
McKesson job postings are posted on our career site: ( ) .
McKesson is an Equal Opportunity Employer
McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity ( ) page.
McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to (http:// ) .
Join us at McKesson!
Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Annuity Brokerage, which provides fixed annuity solutions to Financial Services Professionals.
What You'll Do Build and maintain strong relationships with insurance professionals Consult with insurance agents to support the growth of their firm and recommend best practices Be an extension of their team when aligning goals and sales priorities Present the value of affiliating with Gradient Annuity Brokerage, including access to various annuity carriers and products, compliance service, best practices support, and mentorship Provide strategic guidance on business development, case design, and product solutions Develop a rewarding career with strong income potential and the opportunity to positively impact both the financial professional and their clients' financial futures What you Bring High School Diploma or GED
- Required Active Life and Health licensure
- Preferred Minimum of one year of sales experience in insurance
- Preferred Excellent communication and relationship-building skills Passion for insurance and helping advisors deliver value to their clients Our Benefits Competitive compensation and comprehensive benefits 4 weeks of accrued PTO, plus 9 paid holidays Medical, dental, vision, life insurance, and 401(k) 8 hours of paid volunteer time off (VTO) Ability to work in-office four days per week with one remote workday Ongoing professional development and training A collaborative team that values expertise, initiative, and growth Why You'll Love Working Here At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow.
If you're positive, driven, and enjoy working alongside motivated teammates, you'll feel right at home.
PIb985ca054c97-8990
Life Insurance Signature / Authority Limits
1M Signature / 5M Authority.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Job Summary
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities:
Field & Client Experience
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes.
Develops and demonstrates change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Develops proficiency with Reinsurance programs and determining where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance.
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement.
Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.
Discusses cases with peer reviewers with medical and technical staff, as needed.
Understands and meets all quality, service, and production goals.
Solves issues & escalations, with guidance as needed.
Partners with Underwriting Support for case management
Cross-functional leadership
May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed.
Qualifications
A bachelor's degree or equivalent combination of education and experience is preferred.
1.5 years of traditional underwriting experience.
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
Highly organized with the ability to establish priorities and meet deadlines.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$61,530.00Pay Range - End:
$114,270.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsInformation Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Remote working/work at home options are available for this role.
DESIGN SHOP ADVISOR, Part-time
WAINSCOTT, NY
Serena & Lily, lifestyle and home furnishings brand, is seeking part-time Associates/Design Advisors our store in Wainscott, NY. Design Shop Advisors are responsible for creating a best-in-class client experience through a superior commitment to sales and service. This is a wonderful opportunity to work in a customer focused and design driven environment. The ideal candidate will act as a brand steward, and enjoy cultivating relationships with clients through exceptional service and design support.
Ideally, we are looking for candidates who are available to work part-time hours which may include weekends and some summer holidays.
RESPONSIBILITIES:
- Embody and operate by the Serena & Lily Brand Ethos (Innovation, Style, Integrity, Optimism, Expressiveness, Confidence, Courtesy & Appreciation)
- Acts as brand steward in all interactions with Clients, Designers, Vendors and Co- workers
- Create a warm, welcoming, inspiring on brand client experience
- Provide relevant design advice, product knowledge and product recommendations both in store and through virtual design appointments to ultimately contribute to brand sales goals
- Resolve client needs quickly through swift communication and partnership from leadership
- Drive customer retention and loyalty through order and quote follow up
- Assist in receipt of shipments, transfers, as well as merchandising; ensure selling floor is adequately presented and stocked to brand standard
- Proactively clientele using S&L leads to provide an enhanced customer experience for all customers including members of our Trade Program
- Other tasks assigned by Leadership
QUALIFICATIONS:
- 1 year of retail or relevant sales experience in interiors/home furnishings, relevant retail brand or client service industry
- Excellent communication skills, willingness to engage with clients
- Proven ability to deliver excellent on brand client service standard and ability to demonstrate best practices
- Proven ability to sell, utilizing product knowledge, brand inspiration and design/décor
- Ability to use a MacBook for web navigation, email and Zoom, 2 and 3-D rendering experience a plus
- A passion for the home design and ensuring an outstanding customer experience
- Willingness to ask questions and seek solutions; a self starter
- Ability to work in a team environment
- Strong sense of personal style
Essential Physical Requirements:
- Ability to process information and merchandise through computer system and POS system.
- Ability to freely access all areas of the store including selling floor, stock area, and register area.
- Ability to operate and use all equipment necessary to run the store.
- Ability to climb ladders.
- Ability to move or handle merchandise throughout the store generally weighing 0-50 pounds.
- Ability to work varied hours/days to as well as weekends and holidays
COMPENSATION:
- $26-30/hr depending on experience
The Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.
As an Investment Analyst, you will:
- Work closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
- Be an active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
- Pro-actively provide Portfolio Managers and Wealth Advisors timely, detailed information on proposed portfolio changes.
- Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
- Have a knowledge of investments and asset management strategies, products and services.
- Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
- Provide clients with exceptional customer service during every interaction.
- Identify and refer business to other areas within the Bank as appropriate.
- Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
- 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 Nicolet
- Ability to understand 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. 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
- Perform all other duties as assigned.
Qualifications:
- Bachelor's Degree Finance, Accounting, or Economics Required
- Chartered Financial Analyst (CFA) Program candidate Preferred
- Strong interest in investments with a desire to pursue a career in investments
- 3+ years Investment background is required
- Series 7 and 66 License preferred
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled