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Estate Planning & Probate / Trusts & Estates Associate — High-Net-Worth Focus | Frisco (Onsite) | Bonus + Partner Track - Dallas
Highlights:
- Join a specialist trusts & estates practice with a strong high-net-worth / tax-planning focus (advanced strategies + real client complexity).
- Work alongside Board Certified estate planning & probate attorneys (TBLS) — strong signal for training, quality, and credibility.
- Exposure to sophisticated planning tools (e.g., FLPs, GRATs, QPRTs, dynasty trusts, ILITs, charitable trusts, SLATs, IDGTs), plus tax return work (706/709/GST) at varied complexity.
- Balanced practice: planning + probate/administration, so you’re not stuck doing one thing all day.
- Growing, busy practice (client demand is strong), with room to build a book and progress.
Role
- Draft and implement estate plans: wills, trusts, POAs, and related planning documents
- Support (and grow into) gift/estate tax planning and wealth transfer strategies
- Handle probate matters / trust administration as part of a well-rounded T&E practice
- Be client-facing: communicate clearly, manage expectations, and build long-term relationships
- Work largely independently (with support/mentorship), delivering high-quality, deadline-driven work
Compensation
- Base starting at $95,000+ (flexible depending on experience/skill set)
- Performance-based bonus tied to business development
Benefits
- 401(k)
- Medical / Dental / Vision
- CLE support + professional development
Other points of interest
- Onsite role in Frisco (suburban, family-friendly area; slower pace than downtown)
- Partner-track potential for the right person
- Client service philosophy emphasizes making complex issues clear and approachable.
Requirements
- Texas Bar (active, in good standing)
- 2+ years in estate planning and/or probate
- Strong knowledge of gift & estate tax law + excellent drafting skills
- Comfortable onsite (Dallas)
Nice-to-haves
- High-net-worth experience / complex tax planning
- Probate litigation or deeper trust administration exposure
- Dual bar (e.g., Florida) a plus
Call to action
For a confidential, no-obligation discussion, email your resume to or DM/apply directly here on LinkedIn. All inquiries kept strictly confidential.
Here, we craft excellence together. Your mission? Making the journey the most enjoyable part of the trip.
Join our first-class team to reinvent in-flight experience. In the role of Planning Supervisor, you'll play a pivotal part on our production team.
The Aftermarket Planning Supervisor will lead and manage a team of spares planners within the aftermarket division of a global aerospace manufacturing company. This role is dedicated to ensuring operational excellence in aftermarket planning, scheduling, and inventory management. With a strong focus on aerospace spares support, the Supervisor will oversee queue management, KPI performance, and daily planning execution to meet customer requirements. The position plays a key role in ensuring the accuracy of data in the business system, which directly impacts company-wide financial reporting and aftermarket customer satisfaction.
• Lead, mentor, and supervise a team of spares planners in the aerospace aftermarket division, ensuring high performance, accountability, and alignment with organizational goals.
• Implement and maintain world-class strategies for aftermarket planning, scheduling, inventory, and customer satisfaction, while driving continuous improvement across all functions.
• Oversee all aftermarket planning activities, including workload balance, prioritization, and queue management for PPO, initial commitment dates and recovery dates, ensuring accuracy, timeliness, and ownership of all lines.
• Drive daily execution of key aftermarket KPIs including PPO release adherence, initial commitment dates and recovery date creation, and PMO release compliance. Monitor individual performance, flex resources to balance changing workloads, and lead cross-functional efforts to resolve the highest aging lines.
• Act as the first line of escalation for planning and operational issues, providing rapid problem-solving support to both the team and internal stakeholders.
• Maintain and update weekly KPI charts for Tuesday management reports, providing analysis and insights while the Manager presents. Transition ownership of additional metrics (supply cancellations, pull-ins, pushouts, NCR, etc.) from Manager to Supervisor over time.
• Develop and monitor aftermarket production plans, budgets, and schedules in line with aerospace requirements and plant capacity. Proactively identify risks or delays and implement corrective actions to protect customer commitments.
But what else? (advantages, specificities, etc.)
• Ensure planners execute essential functions including BOM analysis, material planning, timely requisition delivery to purchasing, work order release and management, revision control, ERP data accuracy, and on-time fulfillment of aftermarket customer requirements.
• Oversee inventory levels to meet company and aftermarket customer goals, ensuring alignment with financial targets and operational needs.
• Foster premier customer service for airlines, MROs, and other aerospace aftermarket clients by ensuring planning execution supports client expectations.
• Conduct risk assessment and mitigation activities specific to aftermarket supply chain challenges.
• Provide leadership through training, mentoring, and talent development, driving a culture of accountability, collaboration, and professional growth within the spares planning team.
• Execute strong working knowledge of MRP/ERP systems and other applicable planning tools, leveraging aerospace expertise to optimize performance.
• Collaborate with supply chain, operations, engineering, and quality teams to ensure aftermarket planning alignment with aerospace manufacturing standards and long-term business objectives.
• Other duties as assigned by the management team.
Candidate skills & requirements
Education: BS/BA degree required from an accredited university
Experience: Minimum of 7+ years of progressive planning, scheduling and inventory management experience in aerospace, automotive or mechanical manufacturing environment with the ability to lead and influence others, with 2+ years of the 7 years in a planning leadership position
Computer Skills:
• Experience working with MRP/ERP systems
• Proficiency with MS Office Skills (Excel, Word, PowerPoint, Outlook)
Other Skills:
• Broad knowledge of the field with proven management skills.
• Effective oral and written communications skills
• Demonstrated ability to handle multiple projects and assignments with attention to detail
• Problem solving, well organized, detailed oriented and accurate.
• Strong written and verbal business communications abilities must be comfortable delivering information to all levels of the organization including senior leadership.
• Working knowledge of business finance skills and abilities.
Additional Preferred Skills: (not required)
• BS/BA in supply chain, business management, or operations from an accredited university
• APICS CPIM and/or ISM certifications
• Experience in AS/ISO standards quality management experience.
• Problem-solving skills (Six Sigma Green Belt, etc.)
• Aftermarket or Spares Business experience
Description: Entry-level management position within field.
Applicants must hold a valid passport.
Company Environment
Our client is an international manufacturer of automated industrial equipment used in high-demand production environments
This position plays a central role in supporting and stabilizing service operations.
Role Overview The Customer Support & Service Coordination Specialist is the main contact point for North American customers regarding after-sales matters.
This is an office-based role focused on coordination, communication, and planning, covering:
- Spare parts requests and follow-up
- Planning and coordination of field service activities
- First-level customer interaction
- Daily coordination between service teams, sales, and internal operations
Key Responsibilities
- Serve as the first contact for customers (email & phone) regarding:
- Spare parts needs
- Service interventions
- Coordination of technical support requests
- Support the scheduling and planning of field service technicians:
- Organizing interventions
- Managing priorities and urgent cases
- Aligning customer needs with technician availability
- Act as a daily interface between:
- Field service teams
- Spare parts logistics
- Sales and internal teams
- Industrial customers
- Ensure timely follow-up and clear communication on all open requests
- Contribute to the continuous improvement of service coordination processes
A strong engineering background is not required for this role.
However, the ideal candidate will bring:
- Experience in customer service within an industrial or manufacturing setting
- Familiarity with:
- Spare parts coordination
- Service planning or scheduling
- Supporting field service teams
- Experience interacting with B2B industrial clients
- Strong organisational and prioritisation abilities
- Comfort handling multiple requests in parallel
- Clear, professional communication skills (written and verbal)
- An understanding of service responsiveness in machine-based environments
This role is not suited to a purely administrative profile with no exposure to industrial realities.
We are looking for someone who understands:
- How industrial service organisations function
- The impact of equipment downtime on customers
- The importance of follow-up, structure, and accountability in after-sales service
Retirement Plans Account Specialist
Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.
We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.
Key Responsibilities
Responsibilities include, but are not limited to:
- Provide timely administrative and operational support to retirement plan clients and advisory team members
- Respond to client inquiries and assist in resolving questions or issues related to accounts
- Maintain consistent communication with clients, prospects, and external partners
- Document interactions, workflows, and activity in the firm CRM (Salesforce)
- Support preparation and distribution of quarterly investment review reports
- Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
- Prepare and update participant communication and education materials and presentations
- Review paperwork for completeness and accuracy; guide clients on documentation requirements
- Facilitate plan conversions, transfers, and account onboarding activities
- Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
- Maintain electronic records and client files in accordance with firm standards
- Participate in client and prospective client meetings as needed
- Conduct participant education sessions when appropriate
- Collaborate effectively with internal team members and take ownership of assigned outcomes
- Represent the firm through participation in client and networking events
- Perform additional duties as assigned by management
To be considered for this position, you should possess the following qualifications:
- Associate or bachelor’s degree (Business or related field preferred)
- 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Experience with CRM platforms (Salesforce preferred)
- Familiarity with retirement plan tools (RPAG preferred)
- Strong organizational and time-management skills
- Professional communication and client service orientation
- Attention to detail and accuracy in documentation and reporting
- Ability to manage multiple priorities in a collaborative team environment
We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!
Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1
Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT
Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.
1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.
Faith-based, not-for-profit health system looking to bring on Director of Planned Giving! Bonus Program!
- Will lead and grow a comprehensive estate and gift planning program. Reporting to the Executive Director, this leader will manage, plan, and implement a strategic planned giving program designed to expand philanthropic impact and advance compassionate, high-quality care — especially for vulnerable populations.
- High-visibility role with strong support from executive leadership and Board members. Department is in a growth phase, offering significant opportunity to build infrastructure, expand donor relationships, and shape long-term philanthropic strategy.
Qualifications:
- Bachelor’s degree required; JD, Accounting, or Financial Planning preferred
- 8+ years of progressive planned giving experience within a large nonprofit
- Demonstrated success closing major and estate gifts
- Strong knowledge of trusts & estates, taxation, probate, and charitable gift structures
- Experience leading within a complex, matrixed organization
- CFRE and/or CSPG preferred
JOB DESCRIPTION
The Social Media Program Manager is responsible for planning, coordinating and executing external social media activities for The Guthrie Clinic (TGC). This includes planning, promoting and monitoring our presence on sites such as Facebook and LinkedIn. The Social Media Program Manager will actively listen for sentiment being shared by TGC constituents on a variety of social media platforms and respond accordingly. The Social Media Program Manager will also coordinate the strategic development of tools for online community building with our patients.
The Social Media Program Manager stays abreast of trends in social media and new social media platforms and best practices to determine when and how TGC should engage in new opportunities.
The Social Media Program Manager will provide detailed project coordination among technical, content and creative sources to develop engaging and meaningful content while maintaining the highest degree of customer service. The Manager will also track performance by collaboratively setting goals and analyzing the results of social media activities.
The Social Media Program Manager provides leadership and direction throughout the enterprise and to departments and groups surrounding social media strategy and tactics. This position will be responsible for mentoring and managing different levels of staff whom they do not have a direct reporting relationship with. In addition, this position will provide general project supervision within the Marketing & Communications team, ensuring that detailed project responsibilities and deadlines are met through efficient coordination and collaboration of resources.
Experience
At least five years social media, marketing, or communications. Strong preference given to health care experience.
Education
Bachelors’ Degree is preferred. If no degree, five years’ experience in health care marketing, graphic design or clinical administrative support experience is required.
Essential Functions
- Strategic Planning and Execution:
- Develop and implement comprehensive social media strategies that align with the overall marketing and communication goals of The Guthrie Clinic (TGC). This includes setting measurable objectives, identifying target audiences, and selecting appropriate social media platforms
- Content Creation and Management:
- Lead the creation of high-quality, engaging, and relevant content for various social media platforms. This includes writing, editing, and curating content, as well as overseeing the production of multimedia content such as videos, infographics, and podcasts
- Analytics and Reporting:
- Utilize advanced analytics tools to track and measure the performance of social media campaigns. Provide regular reports and insights to senior management, highlighting key metrics, trends, and areas for improvement
- Crisis Management:
- Develop and implement crisis communication plans for social media. This includes monitoring for potential issues, responding to negative feedback, and managing the organization's online reputation during crises
- Collaboration and Leadership:
- Work closely with cross-functional teams, including marketing, public relations, customer service, and IT, to ensure cohesive and integrated social media efforts. Provide leadership and mentorship to junior team members and other departments involved in social media activities
- Innovation and Trend Analysis:
- Stay updated with the latest trends, tools, and best practices in social media. Identify and recommend new opportunities for TGC to engage with its audience and enhance its social media presence
- Community Engagement:
- Foster and manage relationships with key influencers, partners, and stakeholders. Engage with the online community by responding to comments, messages, and inquiries in a timely and professional manner
- Training and Development:
- Conduct training sessions and workshops for staff on social media best practices, tools, and strategies. Promote a culture of continuous learning and improvement within the organization
- Budget Management:
- Develop and manage the social media budget, ensuring efficient allocation of resources and maximizing return on investment
- Compliance and Governance:
- Ensure all social media activities comply with relevant laws, regulations, and organizational policies.
- Become an advocate for The Guthrie Clinic in social media spaces, engaging in dialogues and answering questions where appropriate
- Coordinate the strategic development of tools for online community building with our patients; participate in evaluation of solutions to help develop The Guthrie Clinic’s online communities
- Establishes and maintains rapport and credibility with constituents at all levels across the enterprise
Joining the Guthrie team allows you to become a part of a tradition of excellence in health care. In all areas and at all levels of Guthrie, you’ll find staff members who have committed themselves to serving the community.
The Guthrie Clinic is an Equal Opportunity Employer.
The Guthrie Clinic is a non-profit, integrated, practicing physician-led organization in the Twin Tiers of New York and Pennsylvania. Our multi-specialty group practice of more than 500 physicians and 302 advanced practice providers offers 47 specialties through a regional office network providing primary and specialty care in 22 communities. Guthrie Medical Education Programs include General Surgery, Internal Medicine, Emergency Medicine, Family Medicine, Anesthesiology and Orthopedic Surgery Residency, as well as Cardiovascular, Gastroenterology and Pulmonary Critical Care Fellowship programs. Guthrie is also a clinical campus for the Geisinger Commonwealth School of Medicine.
About the job
Title: Financial Planning Analyst – Commercial Finance
Location: Waltham, MA Area (Hybrid – 3 days onsite)
Job Type: Contract
Status: Actively Hiring
Role Overview
We are looking for a detail-oriented FP&A Analyst to join the Commercial Finance team, supporting financial planning, reporting, and analysis for a portfolio of commercial products. This position partners closely with Finance and Accounting teams to ensure accurate forecasting, reporting, and financial insights.
Key Responsibilities
- Assist in budgeting, forecasting, and financial planning activities for commercial operations
- Support month-end and quarter-end close, including accruals and account reconciliations
- Prepare and analyze financial reports, including P&L statements and variance analysis
- Work within Anaplan to manage planning processes, approvals, and reporting updates
- Provide ad-hoc financial analysis to support business decisions and performance tracking
- Enhance reporting tools, financial models, and data accuracy across systems
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3–5 years of experience in FP&A, financial analysis, or accounting
- Strong Excel and financial modeling skills
- Experience with financial systems such as Anaplan, Hyperion, or similar tools
- Understanding of financial reporting, P&L analysis, and close processes
- Strong analytical, communication, and stakeholder management skills
Compensation (MA Transparency)
Hourly Rate: $45–$48/hr (W2)
Compensation will be determined based on experience and interview performance.
Summary:
The Business Planning & Analytics Manager supports the VP and regional leadership in driving business performance across the Caribbean markets. This role serves as the strategic liaison between country General Managers, commercial teams, finance, and supply chain to improve forecasting accuracy, pipeline visibility, and decision-making through data-driven insights.
Business analytics uses data modeling and predictive insights to guide planning and decision-making.
Responsibilities:
Business Planning & Forecasting
- Lead monthly and quarterly demand forecasting and sales planning.
- Improve forecast accuracy through pipeline and historical trend analysis.
- Build financial and volume projections for regional planning.
- Support annual budgeting and long-range strategic planning.
- Develop financial models and support growth execution.
Pipeline & Performance Management
- Manage pipeline review cadence with GMs and commercial teams.
- Identify risks and opportunities across markets.
- Track KPIs: revenue, margin, backlog, inventory, sell-through.
- Develop KPI strategies and translate data into insights.
Regional Business Liaison
- Act as primary liaison between VP, country GMs, finance, and supply chain.
- Align regional priorities with corporate strategy.
- Support pricing strategy, promotions, and channel performance.
- Facilitate business reviews and executive presentations.
- Bridge data insights and strategic decisions.
Data & Analytics Leadership
- Develop dashboards and reporting tools (Power BI, Tableau, Excel).
- Build predictive models to support demand planning and inventory optimization.
- Automate reporting and improve data quality.
- Manage and ensure accuracy and delivery of performance insights.
Strategic Insights & Decision Support
- Provide actionable insights to improve market performance.
- Conduct market trend and competitive analysis.
- Support product mix optimization and profitability analysis.
- Support forecasting, planning, and strategic decisions.
- Conduct feasibility studies
Education, Qualifications & Experience:
- Bachelor’s in Business Analytics, Business Administration, Finance, Economics, or Engineering
- Master’s degree (MBA or Data Analytics) preferred
Experience:
- 3–5+ years in business analytics, planning, FP&A, or commercial strategy
- Experience supporting multi-country or LATAM markets
- Experience in manufacturing, HVAC, distribution, or industrial sectors preferred
Technical Skills
- Advanced Excel & financial modeling
- Power BI / Tableau / SQL
- CRM/ERP pipeline analysis (Salesforce & SAP preferred)
- Forecasting & demand planning
- AI-driven analytics & predictive modeling (preferred)
Leadership & Soft Skills
- Strong business acumen and strategic thinking
- Executive-level communication
- Ability to influence without authority
- Cross-cultural collaboration
Success Metrics (KPIs)
- Forecast accuracy improvement
- Inventory optimization & reduction
- Pipeline visibility & conversion rate
- Regional revenue & margin performance
Position Overview: We are seeking a highly skilled and analytical Specialist I, planning to join our planning team. In this role, you will be responsible for developing and managing comprehensive plans that support our operational and strategic objectives. The Specialist I, Planning will work closely with various departments to ensure optimal resource utilization, efficient production schedules, and effective supply chain management.
Key Responsibilities:
Strategic Planning: Develop and implement detailed planning strategies that align with organizational goals.
Analyze market trends, production capacities, and resource requirements to create effective plans.
Production Scheduling: Create and manage production schedules to ensure timely and efficient manufacturing processes. Monitor progress and adjust schedules as needed to meet changing demands and priorities.
Inventory Management: Oversee inventory levels to balance supply and demand. Develop
strategies to optimize inventory turnover, minimize stockouts, and reduce excess inventory.
Demand Forecasting: Utilize data and analytics to forecast demand and support planning
decisions. Collaborate with sales, marketing, and other departments to gather input and refine forecasts.
Resource Allocation: Coordinate with supply chain, procurement, and production teams to allocate resources effectively. Ensure that materials, equipment, and personnel are available to meet production and project needs.
Performance Monitoring: Track key performance indicators (KPIs) related to planning and operational efficiency. Prepare reports and provide insights to management for continuous
improvement.
Process Improvement: Identify opportunities for process enhancements and implement best practices to improve planning accuracy, efficiency, and overall performance.
Collaboration: Work closely with cross-functional teams to align planning activities with organizational objectives. Support project teams in achieving milestones and resolving planningrelated issues.
Qualifications:
Education: Bachelor’s degree in supply chain management, Business Administration, Industrial Engineering, or a related field. Advanced degrees or certifications (e.g., CPIM, APICS) are a plus.
Experience: Minimum of 1 -3 years of experience in planning, scheduling, or supply chain management, preferably within a manufacturing or industrial environment.
Skills: Strong analytical and problem-solving skills, with the ability to interpret data and develop actionable insights. Proficiency in planning software, ERP systems, and Microsoft Office Suite (Excel, Word).
Attention to Detail: High level of accuracy and attention to detail in developing and managing plans.
Communication: Excellent verbal and written communication skills, with the ability to effectively interact with team members, stakeholders, and management.
Organizational Abilities: Strong organizational and time-management skills, with the capability to handle multiple priorities and meet deadlines.
Benefits:
- Competitive salary and performance-based incentives
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company matching
- Paid time off, sick leave, and holidays
- Professional development and career growth opportunities
- Employee wellness programs and support services
Canadian Solar Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
Space Planning Manager (Higher Education Renovations) — Owner’s Representative
Position Summary
The Space Planning Manager will lead space planning and interior layout efforts for higher education renovation projects on behalf of the Owner. This role oversees the full lifecycle of space planning—from request intake and programming through test fits, stakeholder alignment, and implementation—ensuring solutions meet campus space standards, code/ADA requirements, occupancy constraints, and customer functional needs. The position serves as a primary liaison between university stakeholders and project delivery teams (A/E, GC, FF&E, AV/IT), translating requirements into compliant, buildable interior plans and supporting project execution through renovation and closeout
Space Planning Leadership (Higher Education Renovations)
- Serve as the primary point of contact for space-related project requests; manage intake, documentation, and tracking/logging of requests across stakeholders.
- Lead space programming efforts: conduct stakeholder interviews, document needs, develop adjacencies, and translate academic/administrative requirements into space plans.
- Produce and manage layout options; facilitate decision-making with end users and governance groups as needed.
- Ensure layouts align with applicable requirements (e.g., accessibility/ADA, fire/life safety constraints, and occupancy/capacity).
- Validate practical constraints during planning (e.g., equipment/furniture placement, room capacity targets, and constructible wall/layout concepts).
- Support space inventory integrity by coordinating updates to floor plans and space data after renovations, ensuring accuracy for institutional reporting and governance.