Jvt Advisors Jobs in Usa

The Company:
With deep expertise in chemistry, Nuvalent is working to create selective medicines designed with the goal to address the needs of patients with cancer. Nuvalent is an exciting early-stage company, bringing together experienced scientists and industry veterans with a proven track record in drug discovery, oncology drug development, and company building.

The Role:

Reporting to the Vice President, Accounting, the Senior Director, Tax and Treasury is a newly created position that will lead and serve as a key advisor for all tax and treasury matters for the company. As the head of tax, this position will be responsible for developing and implementing strategic tax planning and leading all aspects of the company's tax function, including managing third-party service providers engaged to assist with tax accounting, compliance, and reporting (including US federal and state, international, and indirect taxes) for a growing public biotech company. In addition, this role will be responsible for treasury activities, including managing the company's treasury portfolio to ensure optimal liquidity, risk management, and capital efficiency.

This position will be responsible for collaborating closely with cross-functional stakeholders, including Accounting, FP&A, Legal, Supply Chain, and external tax advisors and auditors, to support strategic business objectives and maintain compliance with global requirements. This role will also serve as a strategic advisor to leadership on tax implications of business decisions, requiring a blend of technical expertise, strategic vision, and strong communication skills.

Responsibilities:

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• Tax Planning and Strategy
  
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  • Develop and execute appropriate tax planning strategies and recommendations in partnership with external tax advisors that align with the company's long-term business objectives.
    
  • Advise senior leadership on the tax implications of key business decisions, including providing analysis of the tax impact of proposed transactions and developing tax efficient solutions.
    
  • Proactively monitor and analyze changes in tax law to identify potential planning opportunities or issues, and communicate their impact on the company.
    
  • Lead special tax projects or studies such as transfer pricing, R&D tax credits, and/or other ad hoc initiatives, as needed.
    
  
  
  
• Tax Compliance
  
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  • Collaborate with our third-party tax provider to accurately and timely prepare the filings of all federal, state, and local income tax returns, estimated payments, and extensions.
    
  • Manage any tax disputes, resolve notices and drive continuous improvement to reduce recurring issues, as needed.
    
  • Ensure all cross-border transactions are properly documented and supported for tax filing purposes.
    
  • Provide timely and accurate responses to tax-related inquiries from cross-functional teams.
    
  
  
  

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• Tax Accounting and Reporting
  
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  • Manage third-party tax provider on the quarterly and annual income tax provision process in accordance with ASC 740.
    
  • Collaborate with Financial Reporting to ensure all tax-related disclosures in SEC filings (10-Q, 10-K) are prepared accurately and in compliance with US GAAP.
    
  • Maintain robust internal controls and documentation over tax processes, ensuring compliance with SOX 404(b) requirements and clear roles and responsibilities with relevant stakeholders.
    
  • Collaborate with external auditors and advisors to ensure a smooth and efficient tax reporting and compliance process, proactively implementing process improvements as needed.
    
    
    
  
  
  
• Treasury and Banking
  
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  • Oversee global cash management and all banking, insurance and investment management partner relationships.
    
  • Evaluate treasury policies and procedures, identifying continuous improvement opportunities and leading implementation of treasury best practices.
    
  • Collaborate with FP&A on global cash management activities to ensure cash flows support current and future operational needs.
    
  • Manage fixed income investment portfolio and foreign exchange risk in line with corporate policies.
    
  • Oversee treasury management systems and controls to ensure compliance and efficiency.
    
  • Perform financial analysis of investment positions with an emphasis on maximizing return and improving liquidity, while minimizing risk.
    
  • Advise management on short-term and long-term financial objectives, policies, and actions.
    
    
  
  
  

Competencies Include:

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• Strong leadership skills with the ability to lead cross-functional initiatives.
  
• Excellent analytical and problem-solving skills, with the ability to translate complex tax issues into clear, actionable business insights.
  
• Proven ability to manage multiple priorities and meet tight deadlines in a fast-paced, evolving environment with a hands-on approach.
  
• Proven ability to manage the complexities of a multi-state tax footprint and international tax matters.
  
• A proactive attitude and ability to anticipate the needs of the team with a commitment to continuous process improvement.
  
• Excellent written and verbal communication skills with ability to communicate with all levels of the company.
  

Qualifications:

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• Bachelor's degree in Finance, Accounting, or related field; CPA or MST preferred.
  
• 12+ years of progressive tax experience, with a mix of Big 4 and in-house corporate experience, ideally in the life sciences or biotech industry; global treasury experience strongly preferred.
  
• Strong technical knowledge of US federal and state tax law, ASC 740, and international tax regulations; experience with indirect taxes.
  
• Experience working at a public company, SOX 404(b)-compliant environment.
  

Additional Information:

Nuvalent is committed to fair and equitable compensation practices, aiming to provide employees with competitive total rewards packages.

The targeted salary range below reflects what Nuvalent reasonably and in good faith expects to offer for this position at the time of posting, but the final salary determination may be within or outside this range based on various factors, including, but not limited to, experience, skills, education, and market factors. The range will be reviewed regularly and is subject to change.

Nuvalent also offers a comprehensive benefit package to support our employees at each stage of their career, financial, health, and well-being journey, including medical, dental, and vision insurance, 401(k) retirement savings plan, generous paid time off (including a summer and winter company shutdown), and much more

Nuvalent provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, creed, color, sex, sexual orientation, alienage or citizenship status, national origin, age, marital status, pregnancy, disability, veteran or military status, predisposing genetic characteristics or any other characteristic protected by applicable federal, state or local law.

Nuvalent is aware that many companies are dealing with fraudulent job postings on third-party employment search sites and/or individual(s) or entities claiming to be employees of such companies. Those involved are offering fraudulent employment opportunities to applicants, often asking for sensitive personal and financial information, and using such information for criminal activities.

Please be advised that all legitimate correspondence from a Nuvalent employee will come from "@ " email accounts. Automated system response emails from our Greenhouse applicant tracking system come from a " " email address. There are no variations of these email addresses and Nuvalent would not request personal and/or financial information via email. Job opportunities would only be extended after a completed job application is submitted by a candidate and a thorough interview process including 1:1 and/or group interviews via phone, video conferencing and/or in-person.

If you believe you have been contacted by anyone misrepresenting themselves as an employee of Nuvalent, please contact Nuvalent at 857-357-7000. Thank you.

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-4+ years proven experience working with financial services advisors / money managers.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory essential.
• Familiarity with MS Office and the ability to learn additional internal/ external software programs.
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
• Flexible, willing, and able to work long hours as needed.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $60,000 and $90,000 per year at

the commencement of employment. However, base pay if hired will be determined on an individualized

basis and is only part of the total compensation package, which, depending on the position, may also

include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Tax Senior (Public REIT) - American Healthcare REIT, Inc.

Irvine, CA

Full-Time

Job Description

Responsibilities

We are seeking a Tax Senior to join the tax department of a publicly traded U.S. REIT. This role will support all aspects of income tax compliance and financial reporting, including REIT qualification, ASC 740 provision, and multi-state and international tax matters. The position will work closely with the Tax Director and SVP – Tax and will interact regularly with external advisors, auditors, and internal departments. Principal responsibilities include, but are not limited to:

Compliance

• Coordinate preparation and review of federal, state, and local income tax returns with external tax advisors.
• Assist with compliance related to UPREIT structure, including partnership and corporate filings.
• Assist with partnership tax matters, including maintenance of tax capital accounts and 704(b) books.
• Assist with REIT qualification compliance, including:
• Quarterly and annual income and asset testing
• Preparation, review, and maintenance of E&P
• Shareholder reporting (including Forms 1099-DIV).
• Assist with preparation and review of:
• Estimated tax payments
• Extensions
• State apportionment schedules
• Withholding and composite filings

ASC 740 / Tax Provision

• Prepare quarterly and annual income tax provision schedules, including:
• Current and deferred tax calculations
• Return-to-provision true-ups
• Effective tax rate analysis
• Valuation allowance considerations
• Uncertain tax position documentation
• Assist with preparation of tax-related financial statement disclosures and footnotes.
• Support provision documentation and workpapers for external audit review.

Operations & Process

• Prepare and analyze tax data from general ledger and financial systems.
• Maintain tax fixed asset schedules and depreciation support.
• Maintain tax calendar and compliance timelines.
• Assist with responses to federal, state, and local tax notices.
• Support documentation and internal controls related to the tax function (including audit support).
• Support ongoing tax planning initiatives led by tax leadership.
• Partner with accounting, financial reporting, legal, investor relations, and property accounting teams to support tax reporting and compliance.
• Coordinate closely with external accounting firms and advisors.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in accounting or finance.
• 3-6 years of experience in BIG 4 or national accounting firm and/or public company tax department in real estate industry.
• Solid experience in corporate and partnership income tax return preparation in a multi-state environment.
• Experience with REIT and real estate are strongly preferred.
• CPA license is strongly preferred.
• Experience with ASC 740.
• Excellent Microsoft Office computer skills, including Excel & Word. Experience with E-forms is a plus.
• Experience with tax provision software (OneSource, Corptax etc.) a plus.
• Experience with tax return preparation software (GoSystem etc.) required.
• Excellent written and verbal communications skills
• Strong work ethic, team player with strong attention to details and ability to work independently and take ownership of assigned workstreams
• Excellent critical thinking, problem solving, mathematical and sound judgement skills
• Strong accounting, multitasking and organizational skills

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.

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.

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.

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

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 .

Join us at McKesson!

 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.

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:

Pay Range - End:

Geographic 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.

Information 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

We’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

• 
  
• 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.
  

• 
  
• 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
  

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