Information Technology Jobs in Largo, FL
261 positions found — Page 12
The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions as necessary. Other job duties as assigned.
MUST HAVE PRIOR SCHEDULING EXPERIENCE AND ABILITY TO WORK ANY DAYS OR HOURS
The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:
- Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
- Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
- Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
- Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
- Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
- Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
- Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
- Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
- Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
- Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
- Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
- Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
- Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
- Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
- Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
- Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
- Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
- Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
- Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
- Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.
Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).
We’re unique. You should be, too.
We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?
We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team.
The Care Facilitator is one of a patient’s first contact with our ChenMed family and, as such, serves as a patient advocate delivering and providing exceptional customer service. The incumbent in this role checks patients in to and out of the medical clinic and provides basic secretarial and administrative support. A successful Care Facilitator possesses a strong commitment to providing superior service and views every interaction as an opportunity to build a trusting relationship with the patient.ESSENTIAL JOB DUTIES/RESPONSIBILITIES:
Interacts appropriately with patients and records information while greeting, checking-in, checking-out or scheduling appointments for patients. Conducts lobby checks to ensure organization and cleanliness.
Serves as the gatekeeper for PCP and Specialists schedules including, but not limited to ensuring Top 40 patients are scheduled every 13 days.
Utilizes computer equipment and programs to add new patient information, prints out relevant forms for processing, schedule appointments, respond to emails and generate New Patient packets. Ensures patient contact and emergency contact information is accurately documented in the system.
Conducts “love” calls, mails birthday and greeting cards to patients commemorating special events.
Answers telephones, takes detailed and accurate messages, and ensures messages are directed to the appropriate individual.
Clearly communicates information about ChenMed clinical personnel to patients and other individuals.
Verifies patient insurance via phone or website and collects any necessary copays for services. Assists with scheduling follow-up and in-house Specialist referral appointments, when necessary.
Escorts patients to exam rooms and ensures their comfort and well-bring prior to leaving.
Acts as HEDIS champion for the PCP by providing visibility of HEDIS needs for scheduled patients. Reports on hospitalizations including HITS census, ENS Ping, etc.
Presents patients with customer service survey during check out and escalates if needed for immediate service recovery.
Participates in daily and weekly huddles to provide details on patients.
Regulates and monitors aspects of transportation, including: Driver’s lists/patients, medication deliveries, grocery deliveries, driver’s behavioral challenges, scheduling and coordinating Uber/Lyft rides for patients.
Other responsibilities may include:
Maintains the confidentiality of patients’ personal information and medical records.
Reviews patients’ personal and appointment information for completeness and accuracy.
Transmits correspondence by mail, email or fax.
Performs other duties as assigned and modified at manager’s discretion.
KNOWLEDGE, SKILLS AND ABILITIES:
- Exceptional customer service skills and passion for serving others
- Working knowledge of medical insurance and/or knowledge of electronic medical record EMR systems
- Knowledge of ChenMed Medical products, services, standards, policies and procedures
- Skilled in operating phones, personal computers, software and other basic IT systems
- Ability to communicate with employees, patients and other individuals in a professional and courteous manner
- Detail-oriented to ensure accuracy of reports and data
- Outstanding verbal and written communication skills
- Demonstrated strong listening skills
- Positive and professional attitude
- Knowledge of ChenMed Medical products, services, standards, policies and procedures
- Proficient in Microsoft Office Suite products including Excel, Word and Outlook
- Ability and willingness to travel locally and regionally up to 10% of the time
- Spoken and written fluency in English
PAY RANGE:
$14.3 - $20.42 HourlyThe posted pay range represents the base hourly rate or base annual full-time salary for this position. Final compensation will depend on a variety of factors including but not limited to experience, education, geographic location, and other relevant factors. This position may also be eligible for a bonuses or commissions.
EMPLOYEE BENEFITS
’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care.
ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day.
Current employees, if you want to apply to our internal career site, please click HERE
Current Contingent Worker please see job aid HERE to apply
#LI-OnsiteOwn The Role:
SP6 is seeking to expand our sales team! We are one of the fastest-growing and most respected channel partners of Splunk. In this role, you will have a greenfield territory with outreach to net-new companies and work directly with the Splunk sales team.
As an Account Executive, you will report directly to one of SP6’s Partners and have an opportunity to sell solutions focused on leveraging data to deliver insight, monitoring, and decision support in IT, Security, DevOps, and Business Operations. Our Account Executives drive both new customer acquisition and nurture existing customer relationships to identify additional revenue opportunities.
*This is a hybrid opportunity in the St Pete/Clearwater area*
How You’ll Drive Success:
- Drive new customer acquisition, expansion, and revenue attainment in an assigned territory selling software, consulting services, and managed services.
- Own the performance of a book of business, including profitable achievement of sales quota and alignment of business strategy. Develop and execute sales strategies to meet and exceed software, consulting, and managed services quotas.
- Network with and sell through Splunk sales reps in an assigned territory. Determine where Splunk sales reps can leverage SP6 in their territory to jointly grow our businesses, from territory mapping to execution.
- Develop an understanding of SP6’s and Splunk’s offerings while partnering with technical teams to deliver services that meet the customer’s desired technology outcomes.
- Use knowledge gained through continuous education on existing solutions, new solutions, and trends in IT to analyze prospect needs and improve your ability as a strategic advisor representing Splunk and SP6 expertise.
- Leverage your experience facilitating client education, appealing to different buyer personas, trust-building, and delivery of measurable value to support the customer’s buying process.
- Utilize value-based sales models which require the comprehensive discovery of the current state, the definition of a future state, and the ability to articulate the value in change.
- Leverage internal CRM to provide accurate activity, pipeline, and forecast data/reports.
- Keep management apprised of customer and competitor trends.
To Be Successful:
- 2+ years of direct software or IT services sales experience.
- Proven ability to perform new client acquisitions.
- Ability to build a strategy to ensure quota and objectives are met.
- Ability to have business conversations with customers to identify how technology services can solve their business problems.
- Drive, initiative, high energy; ability to collaborate in a team environment.
- Must have a consultative approach to building customer relationships and selling.
- Must have strong technical acumen in IT Services.
Why SP6?
- Recognized as one of North America’s top professional service partners.
- The chance to be part of a winning team and a premier Splunk partner.
- Competitive salary and OTE.
- Comprehensive medical, dental, and vision plans.
- 401(k) with company match.
- 30 days of annual paid time off (4 weeks Paid Time Off + Holidays)
- Significant Training and Development and Certification attainment.
- Opportunity for long-term career advancement.
- Your contributions are felt and recognized by our growing company.
Want to join a growing start up team?
We're seeking a motivated individuals with 3PL logistics experience who thrives in a fast-paced, growth-driven environment. At Freight Partners Group, we value self-starters who are financially motivated, solutions-oriented, and eager to make an impact.
Our results-focused culture is built around equipping our team with everything they need to succeed—from the latest technology to ongoing personal and professional development. Growth is at the heart of who we are, and we're looking for operational experts ready to help us reach the next level. Our ideal candidate will be an experienced 3PL carrier operations team member to assist our growing customer base and support our sales team.
At Freight Partners Group, we are revolutionizing logistics through technology. Our innovative platform, EZShip, enables businesses to effortlessly quote, book, and track LTL shipments with leading carriers. Serving our customers, we provide reliable Truckload, LTL and Drayage shipping solutions across the U.S. Expanding our entire footprint is our future.
Founded as a SaaS company, we began by developing proprietary software and strategic integrations. Over the past two years, we have perfected our technology stack, built our own systems, and created a scalable platform for growth. Our mission is simple: to connect all types of shippers with a platform that makes logistics easy.
By combining seamless integrations, advanced transportation solutions, and unmatched customer service, Freight Partners Group is redefining how businesses move freight.
In this role you will be:
- Organizing a truckload carrier network within the TMS
- Negotiating rates with carriers for over-the-road freight
- Monitoring carrier compliance with the Compliance Team
- Assisting in the completion of RFPs and RFQs
- Coordinating with Sales and Account Management to provide perfect customer service
- Maintaining a positive and professional attitude
Benefits for this role are:
- Salary and potential for bonuses and commission
- Health, Vision, Dental and Life Insurance
- 401k
- Paid Vacation, Maternity and Paternity Leave
- Opportunity to grow the Truckload Division
If this sounds like you, we would love to connect!
Strong staffing Support when it matters most. Technology and tools that streamline patient monitoring and communication to help you work more efficiently. Robust supply chains to keep you fully equipped. Ongoing clinical education to improve your skills. As a Registered Nurse at HCA Florida Northside Hospital, you’ll have all the staffing support, technology and resources you need to deliver safe, high-quality care—so you can focus on what you do best.
Job Summary and QualificationsWe are seeking a Medical Surgical Registered Nurse. You will provide clinical expertise to ensure all patients receive high quality, efficient care in a medical surgical environment. We are an amazing team that works hard to support each other and are seeking a phenomenal addition like you who feels patient care is as meaningful as we do. We want you to apply now.
What you will do in this role:
- You will assess, plan, intervene and evaluate the care of Med/Surg patients.
- You will instruct patients and families regarding medications and treatment instructions.
- You will maintain and review patients’ records including posting tests and examination results.
- You will administer medications in accordance with physician orders.
What qualifications you will need:
- Must be licensed as a Florida Registered Nurse in accordance with state regulations or appropriate compact licensure. If compact license held, active FL RN license required within 60 days of hire.
- Nursing Diploma or ASN required; BSN preferred.
- Previous experience in an acute care setting strongly preferred.
- Current American Heart Association BLS (Basic Life Support) certification required.
- Critical thinking, service excellence and good interpersonal communication skills, ability to read/comprehend written instructions, ability to follow verbal instructions, PC skills.
Benefits
HCA Florida Northside Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:
- Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services
- Wellbeing support, including free counseling and referral services
- Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence
- Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling
- Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing
- Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts
Learn more about Employee Benefits
Note: Eligibility for benefits may vary by location
Northside Hospital is a 280+ bed facility offering state-of-the-art treatment. We are located in the heart of South Pinellas County. We’re minutes from the pristine Gulf Coast beaches and downtown St. Petersburg, FL. Our facility offers a full range of services. These include interventional stroke care, and spine care. These also include orthopedics, 24-hour emergency services, cardiac care and general surgery. We are the first nationally recognized Comprehensive Stroke Center in Pinellas County. Northside Hospital is proud of our recognition as an Accredited Chest Pain Center with PCI. We are an American College of Radiology Accredited facility. We are a Top Performer on Key Quality Measures. The Tampa Bay Heart Institute at Northside Hospital is a comprehensive cardiac care center. Our heart program is widely known for introducing new procedures. The team at Northside Hospital continues to expand its services. We strive to give the St. Petersburg community a healthier tomorrow.
HCA Healthcare has been named one of the World’s Most Ethical Companies by Ethisphere Institute for ten consecutive years (2 In 2019, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
"Nurses play a pivotal role and are the backbone of healthcare delivery. At HCA Healthcare, we are dedicated to ensuring nurses have necessary tools and resources to provide world-class patient care, advocating for the profession and helping to shape the future of nursing."
Sammie Mosier, DHA, MA, BSN, NE-BC
Senior Vice President and Chief Nursing Executive, HCA Healthcare
If growth and continued learning is important to you, we encourage you to apply for our RN Med Surg PRN opening. Our team will promptly review your application. Highly qualified candidates will be contacted for interviews. Unlock the possibilities apply today!
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
THE COMPANY:
Formulated Solutions is redefining the Pharmaceutical and Self-Directed Consumer Healthcare CDMO experience through creativity and invention; delivering our world class Marketing Partners unmatched formulations, innovative packaging and cost effective, reliable supply.
Formulated Solutions is and shall always be a company of people with the knowledge and dedication to provide our Marketing Partners with a single source solution for delivering quality and innovative products to market. We shall embrace changes and new opportunities as a vehicle to continually develop and grow sustainable relationships. As a company we shall never accept anything less than a culture that fosters creativity, growth, and profitability for both our Partners and the company.
PRIMARY PURPOSE:
The Senior Commercial Process Engineer – Compounding/Blending (Formulating) is responsible for the development, continuous improvement, optimization, and technical support of manufacturing processes for pharmaceutical products, ensuring compliance with current Good Manufacturing Practices (cGMP). Key responsibilities include the hands-on leading technology of transfers, troubleshooting deviations, performing process validation, and collaborating with cross-functional teams to enhance product quality, efficiency, and safety throughout the product lifecycle. This role will be an integral member of the team that develops and brings new products to market, as well as drive process improvement for current products.
MAJOR DUTIES AND RESPONSIBILITIES:
Process Improvement & Optimization:
- Analyze commercial process monitoring data to identify trends, conduct technical investigations, and implement engineering solutions to improve yield, quality, and efficiency.
Technology Transfer:
- Directly lead or support the transfer of new products and processes from R&D or other sites to commercial manufacturing, including conducting gap analyses and risk assessments.
Validation & Documentation:
- Author and execute validation protocols for process validation, cleaning validation, and equipment qualification. Develop and maintain essential technical documentation, including user requirements, SOPs, and reports.
Troubleshooting & Deviation Management:
- Investigate technical issues, lead Root Cause Analyses, and support the implementation of corrective and preventative actions (CAPAs) for deviations.
Cross-Functional Collaboration:
- Work with Quality, Manufacturing, R&D, and Project Management teams to achieve project objectives and ensure successful process implementation.
Compliance & Regulatory Support:
- Ensure all manufacturing activities adhere to regulatory requirements and GMP standards. Participate in internal and external audits and inspections.
Equipment & Engineering Support:
- Define user requirements for new process equipment and participate in Factory/Site Acceptance Testing (FAT/SAT) and commissioning for new systems.
QUALIFICATION:
Engineering Expertise:
- A degree in chemical engineering, biomedical engineering, or a related field.
- Familiarity with compounding and processing liquids, creams, ointments, emulsions and aerosols.
Technical Skills:
- Proficient in statistical tools (e.g., JMP, Minitab) and data analysis, with strong technical writing and presentation skills.
Regulatory Knowledge:
- Thorough understanding of GMP and other relevant pharmaceutical manufacturing regulations.
Problem-Solving:
- Ability to conduct technical investigations and lead problem-solving initiatives to resolve complex manufacturing issues while operating within project completion deadlines.
Communication & Collaboration:
- Strong communication, interpersonal, and collaboration skills to work effectively in cross-functional teams.
Lean/Six Sigma:
- Familiarity with Lean or Six Sigma methodologies for driving continuous improvement.
- Black Belt Certification a plus
CRITICAL SKILLS AND ABILITIES:
- Demonstrated ability for independent work, thought, and analysis.
- Ability to coordinate with internal groups as needed to achieve desired goals and deliverables (Manufacturing, Engineering, Supply chain, QA, QC, R&D, Project Management, etc.).
- Exceptional time management and multi-tasking skills.
- Be able to explain technically complex theories to all levels of the organization effectively.
- Excellent written and verbal communication skills with expertise in good documentation practices.
- Ability to perform statistical analysis of data and interpretation of data.
- Must be capable of detailed record keeping and communicating results to others.
- Experience with pharmaceutical and consumer products related to creams, lotions, liquids, aerosols, nasal sprays, and/or gels is a plus.
- Cleaning validation experience is strongly preferred.
- Process validation experience is strongly preferred.
Education and/or Training
- Proficient with Microsoft Office 365, including Teams, Word, Excel, and PowerPoint.
- Minitab experience is preferred but not required.
- Lean Six Sigma Black Belt Preferred
Griffin Resources is recruiting on behalf of Bay to Bay Properties. located in Safety Harbor, FL.
Bay to Bay Properties is a growing commercial general contractor expanding its presence across the Southeast. As the organization scales into multiple offices, we are investing in leadership infrastructure to ensure our culture, communication, and operational alignment grow alongside the business.
We’re looking for a Director of People & Organizational Development to partner closely with executive leadership and help drive culture, communication, and organizational alignment as the company continues to grow. You’ll act as the connective thread across teams, ensure leadership messaging is clear and consistent, orchestrate company‑wide rhythms like town halls, and reinforce a cohesive employee experience across all offices.
This role is ideal for a polished, people‑focused leader who is proactive, confident, and thrives in fast‑moving, scaling environments. You should be comfortable commanding a room, navigating ambiguity, and translating executive priorities into action.
Bay to Bay offers a unique Director of People & Organizational Development experience, centered around supporting a collaborative leadership team. The company values structure, clarity, process, and culture, providing the foundation you need to drive alignment, communication, and organizational effectiveness.
Key Responsibilities:
Leadership Communication & Culture
- Lead the planning and execution of company town halls, including agenda, content, speaker prep, and run‑of‑show.
- Translate executive priorities into clear, consistent messaging for the organization.
- Ensure communication remains aligned across all departments and locations.
- Reinforce company values through internal communication and leadership interactions.
- Develop, manage, and evolve employee recognition programs.
Organizational Rhythm & Employee Engagement
- Maintain the company’s internal communication cadence (leadership updates, cultural moments, planning cycles).
- Support committees, initiatives, and cross-functional alignment with structured follow-through.
- Strengthen onboarding experiences to ensure cultural consistency across offices.
- Track engagement, participation, and culture-related data.
- Serve as a cultural connector and trusted partner across the company.
Operations, SOP Adoption & Internal Alignment
- Bring a people-focused viewpoint into SOP updates, process changes, and technology rollouts.
- Identify operational gaps and proactively recommend improvements.
- Ensure SOPs and processes are communicated clearly and adopted.
- Support modernization efforts including intranet development and internal communication tools.
Scaling & Multi-Office Cohesion
- Ensure new offices adopt consistent communication standards and cultural norms.
- Support leadership visits, cross-office planning, and communication flow.
- Maintain cohesion and alignment during geographic expansion.
Event Leadership & External Presence
- Oversee community-facing or brand-forward events such as 5Ks, golf tournaments, and outreach activities.
- Represent leadership and the brand with confidence and professionalism.
- Coordinate messaging and presence at events.
Executive Partnership
- Serve as a strategic advisor to the executive team.
- Track commitments, priorities, and action items.
- Support special projects and cross-functional initiatives.
- Anticipate leadership needs and drive clarity across teams.
Qualifications:
- Open to diverse backgrounds, no construction experience required.
- Strong executive presence: confident, composed, polished communicator.
- Proactive, decisive, and able to lead conversations.
- Exceptional written and verbal communication skills.
- Strong relationship builders across all levels.
- Highly organized, detail-oriented, and comfortable with ambiguity.
- Experience in ops, communications, OD, project management, consulting, military leadership, or similar.
- Comfortable with technology, systems, and process thinking.
What We Offer:
- Competitive salary and benefits (health, dental, vision, life insurance, 401k)
- High-visibility role partnering with executive leadership
- Opportunity to shape culture and organizational growth
- Dynamic, collaborative work environment
The Opportunity:
The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
* Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
* Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
* Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
* Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
* 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
* Bachelor's degree or equivalent combination of education and experience required
* Required to pass the Series 65 (we provide robust training and support once you start)
* A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor’s degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor’s degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER