Minimax Coding Plan Discount Jobs in Usa
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The Registered Nurse is responsible for providing and documenting skilled nursing care in accordance with the developed care plan and physicians’ orders for each individual patient while adhering to confidentiality standards and professional boundaries at all times.
* Must have a WI RN license *
Essential Job Functions:
- Develop a plan of care through physician orders, client input, and nursing assessment to include medical interventions and measurable goals and outcomes.
- Educate clients and their family members based on client’s specific needs.
- Properly orient and train primary caregivers to ensure the most optimal functioning level for each client.
- Coordinate the continuum of hands on client care through documentation and timely communication with the client's physician and other caregivers.
- Provide care in patients home using a variety of skills such as phone triage, patient education, observation/assessment, wound care, infusions, catheter care, PICC line dressing changes etc.
Why Join Our Team?
- Our clinical team is a family of clinicians who work together to meet the needs of each patient
- From Social Media spotlights on employees, to bonuses, contests, promotions, etc. – Aveanna boasts an environment that appreciates and rewards its’ staff.
- Nationwide career opportunities where our leaders encourage advancements
- Our clinicians enjoy the flexibility of getting to build rapport with patients to produce the best clinical outcomes
- We know that our clinicians make or break the organization’s success
- We work with new grads that want to make a difference in patient’s lives
Requirements:
- An active RN License in the state of application
- Valid CPR certification
- Valid Driver license
Preferred:
- Medicare Skilled Nursing experience
- Basic understanding of Oasis
- 1-year RN experience in a health care setting
HHH
As an employer accepting Medicare and Medicaid funds, employees must comply with all health-related requirements in all relevant jurisdictions, including required vaccinations and testing, subject to exemptions for medical or religious reasons as appropriate.
Notice for Job Applicants Residing in California
Notice for Job Applicants Residing in Florida
The RN Service Coordinator-RN (RN-SC) contributes to the Long Term Services and Supports (LTSS) service coordination process by performing activities within the scope of licensure; provides supervision and direction to staff participating in Member’s cases following applicable state law and contract; develops, monitors, evaluates, and revises the Members’ care plans to meet Member’s needs, to optimize health care across the care continuum to enhance the Member's well-being, independence, integration in the community, and potential for productivity. The RN-SC conducts a holistic assessment of the Member's dynamics, needs, and preferences while providing education and health-related information to the Member, the Member’s Legal Authorized Representative (LAR), and the Member’s Support Network. Responsible for the coordination of STAR+PLUS Members' covered and non-capitated services, including acute and LTSS, while meeting the Member's physical, behavioral, functional, and psychosocial needs. Complies with policies, procedures, and protocols for establishing and maintaining good working relationships with co-workers, employees, patients, and guests.
EDUCATION/EXPERIENCE
Graduation from an accredited school of professional nursing or social work is required. BSN is preferred. Four (4) recent years of clinical experience preferred, which may include service coordination, case management, quality management, or managed care experience. Working knowledge of HMO standards, LTSS, and NCQA standards is preferred. Knowledge of Medicare and Medicaid HMO experience is preferred. Experience in meeting the needs of vulnerable populations who have chronic or complex conditions is required. Bilingual, English/Spanish, is preferred.
LICENSURE/ CERTIFICATION
A current, unrestricted license to practice professional nursing issued by the State of Texas is required. RUG Certification is required and must be obtained within 30 days of employment for all RN candidates.
The RN Service Coordinator-RN (RN-SC) contributes to the Long Term Services and Supports (LTSS) service coordination process by performing activities within the scope of licensure; provides supervision and direction to staff participating in Member’s cases following applicable state law and contract; develops, monitors, evaluates, and revises the Members’ care plans to meet Member’s needs, to optimize health care across the care continuum to enhance the Member's well-being, independence, integration in the community, and potential for productivity. The RN-SC conducts a holistic assessment of the Member's dynamics, needs, and preferences while providing education and health-related information to the Member, the Member’s Legal Authorized Representative (LAR), and the Member’s Support Network. Responsible for the coordination of STAR+PLUS Members' covered and non-capitated services, including acute and LTSS, while meeting the Member's physical, behavioral, functional, and psychosocial needs. Complies with policies, procedures, and protocols for establishing and maintaining good working relationships with co-workers, employees, patients, and guests.
EDUCATION/EXPERIENCE
Graduation from an accredited school of professional nursing or social work is required. BSN is preferred. Four (4) recent years of clinical experience preferred, which may include service coordination, case management, quality management, or managed care experience. Working knowledge of HMO standards, LTSS, and NCQA standards is preferred. Knowledge of Medicare and Medicaid HMO experience is preferred. Experience in meeting the needs of vulnerable populations who have chronic or complex conditions is required. Bilingual, English/Spanish, is preferred.
LICENSURE/ CERTIFICATION
A current, unrestricted license to practice professional nursing issued by the State of Texas is required. RUG Certification is required and must be obtained within 30 days of employment for all RN candidates.
Title: SAP Production Planning Specialist
Location: 417 E Water St., Urbana, OH 43078
Company: American Pan
Reports to: VP of Operations
Position Overview:
We are seeking a talented individual to join our team in the newly created role of SAP Production Planning Specialist. In this role, you will be responsible for designing and implementing the future state of SAP production planning, supply chain management, and production execution. You will map the current state process and utilize the capabilities of SAP to optimize production processes. Training of current process experts to become proficient in SAP processes will also be required. Your expertise and attention to detail will play a critical role in ensuring the efficient and timely production of our custom bakeware. If you have a passion for SAP production planning and a desire to make a positive impact, we want to hear from you!
Responsibilities:
- Communicate effectively with internal stakeholders, including upper management, to provide updates on SAP implementation progress and any potential risks.
- Understand current state processes in existing ERP and develop plans to enhance processes using SAP software to oversee and optimize production planning processes.
- Provide support to prepare data for transition to SAP
- Define SAP reporting requirements and develop reporting to improve production efficiency
- Participate in implementation trials and drive root cause and corrective actions to prepare for Go Live.
- Develop and conduct training and workshops on SAP production planning and execution for team members and other departments as needed.
- As a subject matter expert, provide guidance and support to production planning team members post-implementation.
- Post implementation, collaborate with IT teams to troubleshoot any technical issues related to SAP production planning.
- Stay up to date on industry trends and best practices in SAP production planning.
- Assist with the implementation of new SAP modules and updates.
- Continuously evaluate and streamline production planning processes to increase efficiency and reduce costs.
- Ensure compliance with company policies, procedures, and quality standards.
- Foster a positive and collaborative work environment within the production planning team.
- Always represent the company and its values professionally and ethically.
Qualifications:
- Degree in Engineering, Industrial Engineering/Operations, Supply Chain management, or equivalent experience
- Demonstrated high volume production planning experience in a manufacturing environment, ideally with a minimum of 5 years' experience in structuring and building analytical models
- Good organizational and project management skills. (role requires juggling projects, daily tasks, and urgent questions)
- Ability to create clear and impactful reports and effectively convey complex information to diverse audiences.
- Ability to recognize opportunities for improvement in operations and reporting/information visibility
- Ability to solve problems in a fast-paced environment with minimal supervision
- Experience overseeing ERP implementations in production planning, SAP experience is preferred.
- Experience working in ERP systems, SAP/SAP B1 experience is preferred
- MS Outlook, Teams, Office, including Excel experience (VLOOKUP, Pivot Tables, etc.). More advanced Excel modeling skills a plus
PIc0b0ac694f6f-38
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Our objective is to provide clients with a distinctive business perspective on leveraging SAP technology, particularly within the Digital Manufacturing Cloud (DMC), to enhance their operational efficiency. This is grounded in the EY SAP service line capabilities (Supply Chain, FICO, BPC, Data & Analytics, Customer, Tech/Arch, and SuccessFactors) aimed at improving performance and productivity.
The opportunity
We innovate with SAP to co-create more innovative answers, drawing on our integrated competencies in tax, assurance, transactions, and risk, as well as our work in implementing SAP. Together, we help clients provide better outcomes and long‑lasting results, from strategy to execution. We take a comprehensive, business‑first view to address strategy, customer value, user experiences, processes, technology, and operational impacts in tandem. Our SAP Manufacturing professionals deliver strategic solutions to help clients transform their manufacturing operations improving cost, efficiency, quality, and effectiveness.
As a Senior Manager in our Technology practice, you will play a pivotal role in interacting with business stakeholders to evaluate and analyze business models, processes, and operations specifically related to DMC. You will translate business requirements into technical specifications and ensure that newly implemented technology solutions meet these requirements. Your collaboration with technical teams will be crucial in designing and delivering effective system architecture solutions.
Your key responsibilities
In this role, you will manage and deliver complex processes and solutions while maintaining a strong focus on quality and risk management. You will face challenges that require innovative problem‑solving and analytical skills, allowing you to grow your expertise in technology analysis and implementation. Your responsibilities will include:
- Lead engagement delivery and manage client relationships daily, focusing on DMC‑related initiatives.
- Oversee program/project management, ensuring engagement economics are met while delivering DMC solutions.
- Develop resource plans and budgets for complex engagements, particularly those involving DMC.
- Lead large‑scale SAP client engagements or work streams with a focus on DMC, ensuring alignment with client objectives.
- Demonstrate in‑depth technical capabilities within DMC and maintain strong business acumen, staying updated on industry trends relevant to clients.
- Consistently deliver high‑quality client services by monitoring progress, managing risks, and keeping stakeholders informed of developments and expected outcomes.
- Build and maintain relationships with client personnel at all levels to foster collaboration and trust in EY SAP DMC initiatives.
- Effectively lead and motivate diverse teams, providing constructive feedback and coaching while fostering an innovative and inclusive work environment.
- Identify and generate new business opportunities by understanding EY’s service lines and proactively assessing ways to meet client needs in the DMC space.
Skills and attributes for success
On your typical engagement, you will work with the key stakeholders to understand their needs and advise on SAP DMC capabilities. You will initiate the requirement gathering, architect solutions, blueprinting, testing, and complete the workflow and documentation, as well as the functional design of the DMC solution. Liaise with the stakeholders and technical team to translate needs into business solutions and complete the configurations and/or integrations with SAP and non‑SAP systems.
To thrive in this role, you will need a blend of technical and interpersonal skills that will allow you to build strong relationships and deliver exceptional results. Key skills include:
- Strong technical skills in application functional design and technology business requirements definition specific to DMC.
- Proven ability to analyze and map technology cost‑benefit scenarios related to DMC implementations.
- Expertise in system configuration design and business architecture frameworks within the Digital Manufacturing Cloud space.
- Excellent communication skills with the ability to influence and negotiate effectively.
To qualify for the role, you must have
- A Bachelor’s degree; a Master’s degree is preferred.
- Typically, 5‑7 years of relevant experience.
- At least five (5) years of experience in SAP Production Planning (PP) specifically within Digital Manufacturing Cloud (DMC).
- Strong written and verbal communication, presentation, client service and technical writing skills.
- Proven experience managing SAP projects or work streams, including oversight of project‑based team members on shore and offshore.
- Proficient in supply chain best practices, particularly within the context of Digital Manufacturing Cloud (DMC), complemented by extensive benchmarking and advisory experience in supply chain‑specific technology functions.
- Ability and comfort‑level researching client inquiries and emerging issues, including regulations, industry practices and new technologies.
- A flexibility and willingness to travel to meet client needs; travel is estimated at 40‑60%.
- Experience in conducting technology cost‑benefit analyses.
- Familiarity with technology business architecture frameworks.
- Skills in training design and delivery.
Ideally, you’ll also have
- Prior consulting industry experience with DMC specialization.
- SAP certification(s).
- Experience as a workstream/team lead for manufacturing with SAP.
- Experience with at least two full lifecycle implementations of SAP ERP (ECC and/or S/4HANA) specifically working with the SAP Production Planning (PP) module implementing Digital Manufacturing Cloud.
- Experience with at least one full lifecycle implementation with SAP Material Requirement Planning (MRP).
- Experience integrating SAP PP with a Manufacturing Execution System (MES) SAP Quality Management (QM), SAP Extended Warehouse Management (EWM), and SAP Digital Manufacturing Cloud (DMC).
- Experience performing hands‑on SAP system configuring in PP.
- Experience designing custom RICEF solutions and writing functional specifications.
- Experience writing and executing test scripts.
- Experience writing and delivering training materials for end users.
- Knowledge of integration between SAP PP and:
- FICO for product costing and order settlement
- Extended Warehouse Management (EWM) for production supply and receiving
- PPDS
- Product Lifecycle Management (PLM) systems, including ownership of Bills of Material (BOM)
- Master Data Management (MDM) tools/systems for manufacturing data
- Materials Management, for both Inventory Management and Procurement functions
- Digital Manufacturing Cloud, for both Discrete and Process Industries
- Knowledge of manufacturing operations, preferably in complex industrial equipment (or similar) and assembly line operations.
- Knowledge of product lifecycle management, including Engineering BOMs and Manufacturing BOMs.
- Experience with both Make to Stock and Make/Engineer/Configure to Order business models.
What we look for
We seek individuals who are not only skilled in their technical domain but also possess the qualities of leadership, collaboration, and innovation. Top performers are those who can navigate complex challenges with agility and drive impactful results through their strategic thinking and interpersonal skills.
#FY26SAP
What we offer you
At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $171,600 to $392,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $205,900 to $445,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .
#J-18808-Ljbffr
This position involves leading SAP Digital Manufacturing Cloud (DMC) projects, managing client relationships, and driving innovative solutions.
The ideal candidate has at least 5 years of experience in SAP Production Planning, possesses strong project management and communication skills, and can develop effective strategies for client needs.
The role requires flexibility for 40-60% travel and offers a competitive compensation package.
#J-18808-Ljbffr
Location: Jabil Memphis
The Production Planner is the starting point for all materials and production planning activities. This role is responsible for managing customer demand, driving requisitions for buyers, and ensuring the production floor has the materials needed to meet schedule requirements. The planner serves as the primary point of contact between Jabil and the customer’s materials leadership, requiring strong communication and collaboration skills.
This position is approximately 60% desk-based planning and 40% floor-based coordination, requiring comfort working directly with materials technicians and production supervisors.
What can you expect to do?
- Serve as the customer-facing liaison for demand planning and shipment coordination.
- Manage demand signals and translate them into actionable requisitions for the purchasing team.
- Use and navigate three planning systems: SAP, PRISM, and Asprova.
- Collaborate with the production floor team to ensure timely material availability, understand shortages, and track material arrival dates.
- Work directly on the production floor with materials technicians and their supervisors to resolve issues and maintain schedule integrity.
- Maintain and analyze Bills of Materials (BOMs) and Engineering Change Notices (ECNs).
- Monitor and present planning metrics to Business Units (BU) and drive continuous improvement.
- Re-evaluate min/max levels for bulk materials to optimize inventory and production flow.
- Collaborate cross-functionally with buyers, production teams, and customer contacts to ensure alignment and responsiveness.
- Comply with all company policies and procedures, including security and operational standards.
- May perform other duties and responsibilities as assigned.
What is the experience needed to be successful in this role?
- Bachelor’s degree preferred but not required in Supply Chain, Business, Engineering, or related field.
- Thorough knowledge of ERP/MRP systems; experience with SAP, PRISM, and Asprova preferred.
- 2+ years of production planning experience in a manufacturing environment.
- Experience working with metal commodities such as copper, steel, and hardware is preferred.
- Advanced PC skills including Microsoft Office; intermediate Excel skills required.
- Strong understanding of BOMs and ECNs in a high-volume, multi-part environment.
- Ability to read and interpret technical documents and procedures.
- Strong verbal and written communication skills, especially in customer-facing scenarios.
- Ability to work with cross-functional teams and solve problems involving multiple variables.
- Strong analytical skills including basic algebra, geometry, and business math.
- Proficient in logistics planning to support business goals and drive strategic execution.
- Comfortable working in both office and production floor environments.
Benefits Package with Jabil
Along with growth, stability, and the opportunity to be challenged, Jabil offers a competitive benefits package that includes:
- Competitive Base Salary
- Site Performance Bonus
- Long Term Incentives
- Medical, Dental, Prescription Drug, and Vision Insurance with HRA and HSA options
- 401K Match
- Employee Stock Purchase Plan
- Paid Time Off
- Tuition Reimbursement
- Life, AD&D, and Disability Insurance
- Commuter Benefits
- Employee Assistance Program
- Pet Insurance
- Adoption Assistance
- Annual Merit Increases
- Community Volunteer Opportunities
Manage all planning activities for the dedicated assigned workcell and mentor the Production Planners and Document Coordinators in the workcell.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Ensure 100% on-time delivery.
- Establish build readiness.
- Maintain efficiency of capacity and customer sizing.
- Maintain accurate revenue forecasting.
- Maintain material control and liability.
- Develop Master Production Schedule (MPS) and load into Jabil’s ERP system, including Purchase Order (PO) coverage.
- Reconcile the MPS to customer PO coverage weekly to ensure that Jabil is not exposed over and above customer PO coverage or other authorized customer demand.
- Ensure the MPS is always 100% accurate and achievable.
- Achieve and maintain 95% MPS goal.
- Own production planning, BOM and document control with or without additional support.
- Analyze material and capacity requirements and communicate constraints to the Workcell and customer based on accurate customer demand.
- Maintain the workcell’s capacity planning model; drive resolution on uneven capacity utilization that keeps Jabil focused on the customer but efficiently utilizing manufacturing resources.
- Meet daily with the Workcell and manufacturing team to assess production schedules, (adjust as necessary based on production results) optimize run quantities, and minimize changeovers to help achieve 100% on time delivery.
- Maintain the customers’ latest contract on file at all times and be familiar with the terms and conditions of the contract regarding customer liability of material planning and production scheduling. This includes the liability window for Jabil material purchase order placement, purchase price for components, and liability for any in-house materials (purchased and manufactured).
- Be the workcell’s “expert” on all planning activities by supporting the Production Planner goal of never starting to build product without having a valid PO, adequate material quantities, and accurate BOM and an accurate routing.
- Lead the Workcell on the creation of Bills of Material (BOMs) and routings that allows accurate tracking of WIP assemblies and accurate inventory movement transactions.
- End-of Life (EOL) management should include chairing a meeting 30 days prior to the last planned build date to create tactics to support the EOL strategy. The Master Planner would own the build schedule, corrections and resolution of MPS to customer demand, planned tactics on deadlines for assemblies out of the various work areas on the floor, deadline for last shipment, and support plan for potential RMAs.
- Manage Jabil purge process for internal Workcell purges.
- Adhere to all safety and health rules and regulations associated with this position and as directed by supervisor.
- Comply and follow all procedures within the company security policy.
EDUCATION & EXPERIENCE REQUIREMENTS
- Bachelor’s degree + 5 years of experience, or Masters + 3 years of related experience, or PhD without experience.
- APICS certification and Supervisor experience also preferred.
- Thorough knowledge of MRP, lead times for specific component types, internal run rates, test development lead times, machine programming lead times and complete understanding of the chronological sequence of events that must occur in order to build a product.
- Or an equivalent combination of education, training, or experience.
- Tier Plan available
- Flexible Schedule! Tier 1: Base rate off experience, 3 shifts in a 6-week schedule Tier 2: $40/hr for 6 shifts in a 6-week schedule Tier 3: $45/hr for 12 shifts in a 6-week schedule Tier 4: $50/hr for 18 shifts in a 6-week schedule Shift Differentials also apply for nights and weekends! Summary: The competent Nurse, in the same or similar clinical setting, practices independently and demonstrates an awareness of all relevant aspects of a situation.
Provides routine and complex care, with the ability to on long-range goals or plans.
Continues to develop the ability to cope with and manage contingencies of clinical nursing.
Makes appropriate assignments and delegates to other care providers as a means to help manage the clinical situation.
Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Consistent with the ANA Scope and Standards of Practice, provides nursing care utilizing the nursing process, including assessment, diagnosis, planning, intervention and evaluation for assigned patients.
Addresses increasingly complex psychological, emotional, cultural, and social needs of patient and families in accordance with their level of practice.
Using the appropriate protocol, administers medications and treatments; monitors for side-effects and effectiveness of the treatment prescribed.
Documents patient history, symptoms, medication, and care given.
Assess learning needs and provides education to patients, family members and/or care givers; identify issues and resources.
Job Requirements: Education/Skills Bachelor of Science Degree in Nursing, preferred Experience 1 year of experience in the related nursing specialty preferred Licenses, Registrations, or Certifications BLS required RN License in state of employment or compact Work Schedule: TBD Work Type: Per Diem As Needed
by Jobble
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.
The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B .
What you’re responsible for
- Leading approximately 5-8 sizable growing client relationships.
- Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
- Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
- Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
- Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
- Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
- Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
- Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
- Support Sales efforts, as needed,
- Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
- Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
- Execute client and regulatory changes.
- Effectively and authentically communicate Schwab’s value to clients.
- Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
- Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 10 + years of experience working with large, complex employer sponsored Retirement Plans.
- Bachelor's degree or equivalent experience.
- High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
- Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
- Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
- High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
- Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
- Ability to work independently with minimal oversight by your manager.
- Excellent written and oral communication skills.
- Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
- Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
- Effectively service plans with varying level of complexity.
- Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
- The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
- Meet deadlines within a fast-paced environment.
- Collaborate effectively in teams and influence outcomes.
- Flexibility to travel for client visits and sales presentations as needed.
Preferred Qualifications:
- ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.
#workplacejobs
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
