Safe Harbor Wills And Trusts Senior Jobs in Usa

Aloia Law is a boutique law firm specializing in complex commercial litigation, real estate and business transactions, and municipal law. We are a well-established firm with an exceptional reputation for providing personalized service and maintaining long-term client relationships.

We are seeking a highly motivated and experienced Wills and Trusts Attorney to join our team in Mt. Clemens, Michigan. The ideal candidate has 7+ years of experience in Estate Planning, Probate Administration, Trust Administration, Asset Protection, and Business Succession Planning who has developed strong, trusted client relationships over the course of their practice. This role is well-suited for an attorney who has an existing practice and would enjoy significantly expanding their estate planning practice within a collaborative firm environment. The position involves providing compassionate, client‐focused counsel, managing a diverse caseload, and serving in a visible, client‐facing leadership role. This is a unique opportunity for an accomplished practitioner to help guide the next phase of our firm's growth through a trusts and estates practice in a supportive culture that values respect, collaboration, and professionalism.

KEY RESPONSIBILITIES:

• Conduct estate planning consultations with prospective and existing clients
• Provide strategic legal recommendations and guide clients through every stage of the planning process
• Advise clients on estate planning, asset protection, wealth transfer strategies, and business succession planning
• Draft and review comprehensive estate plans tailored to each client's goals and objectives
• Counsel clients on probate and trust administration from initiation through closing
• Maintain timely and professional communications with clients by phone and email
• Collaborate closely with internal team members and clients outside advisors, including CPAs, financial advisors, and other professionals
• Update and maintain compliance with state and federal estate laws
• Build and maintain client relationships, delivering straightforward and empathetic guidance through complex decisions
• Contribute to firm development through client relationships and professional engagement

REQUIREMENTS AND QUALIFICATIONS:

• 7+ years legal expertise in estate planning, probate and trust administration, asset protection, and business succession planning
• Strong interpersonal and communication skills
• Strong drafting, analytical, and organizational skills with exceptional attention to detail
• Excellent client counseling and communication abilities with a high level of responsiveness
• Ability to work independently as well as collaboratively
• Ability to manage a diverse caseload with attention to detail and sensitivity to client needs
• Commitment to excellent client service and professional integrity
• Juris Doctor (J.D.) degree from an accredited law school
• Licensed and in good standing with the State Bar of Michigan

BENEFITS:

• Compensation will be commensurate with experience and skill set
• Benefits for a full-time position include a retirement plan with employer match, life insurance, short-term and long-term disability insurance, and a medical insurance plan that includes health, vision, and dental coverage with an HSA option
• Paid time off and paid holidays
• Ongoing training, mentorship, and professional development
• Paid bar dues and continuing legal education
• We offer a flexible work environment with emphasis on work life balance in a supportive and collaborative team atmosphere while encouraging you to develop your skills in meaningful ways

HOW TO APPLY:

Candidates should submit a resume and cover letter outlining your experience and interest in the position to Human Resources at All inquiries will be handled confidentially. Aloia Law is an Equal Opportunity Employer.

Candidates only please. Recruiters and/or Recruiting Agencies, we ask that you do not respond to or contact this Employer.

OPERATIONS MANAGER – SYSTEMS, WORKFLOWS & AI ENABLEMENT

The Owner/Principal Attorney is a visionary, strategist, and innovator. Growth is now constrained by operational bandwidth, workflow consistency, and the absence of a single person fully owning execution across all practice areas.

Why This Role Matters

The Operations Manager exists to bring structure, follow-through, and operational discipline to the firm—turning vision into systems, and systems into results. This role is for someone who takes pride in doing things the right way—and isn’t satisfied until they are done right.

At Safe Harbor Wills & Trusts, growth means building systems that allow good people to do excellent work consistently, without cutting corners.

As Operations Manager, your work will directly shape how the firm operates, how it scales, and how clients are served over the long term. You’ll partner closely with an owner who values structure, respects operational leadership, and gives you the authority to implement systems that last.

If you’re motivated by clarity, accountability, and the satisfaction of building something durable and well-run, this role offers the opportunity to make a meaningful, lasting impact.

CORE MISSION

• Turn vision into systems.
• Turn systems into habits.
• Turn habits into measurable time savings, consistent outcomes, and predictable growth.

Compensation - COMPENSATION & GROWTH   $67,500 – $75,000 base salary, DOE Bonus eligibility tied to firm growth and improved margins, 401(k) with employer matching, Life insurance, Paid vacation after ninety (90) days, clear path to Director of Operations as the firm grows

$67,500 – $75,000 base salary DOE - Bonus eligibility

SCOPE OF RESPONSIBILITY

This is a firm-wide role covering all practice areas, including:

• Estate Planning
• Medicaid Planning
• Probate & Trust Administration
• Special Needs Planning
• Client C.A.R.E. program (Client Maintenance & Continuity Program)

ABOUT THE C.A.R.E. PROGRAM

Safe Harbor’s C.A.R.E. program is the firm’s ongoing client service and maintenance program, designed to provide structured follow-up, updates, and long-term support after initial legal planning is completed.

The C.A.R.E. program supports consistent client engagement, document upkeep, funding alignment, and referral continuity across all practice areas.

From an operations standpoint, the C.A.R.E. program functions as a recurring, system-driven component of the client lifecycle, requiring disciplined workflows, tracking, automation, and accountability to operate effectively at scale.

The Operations Manager does not sell the C.A.R.E. program directly, but is responsible for ensuring it runs consistently, securely, and predictably as part of the firm’s overall service model, enhancing client satisfaction, renewal rates, and referral rates.

PRIMARY RESPONSIBILITIES

Customer Journey & Workflow Ownership

• Own and maintain a unified Customer Journey Map (current and future state).
• Ensure workflows align with a consistent client experience across all practice areas.
• Eliminate ambiguity, rework, and handoff failures.
• Support the design, implementation, and oversight of a tiered drafting and production model, including appropriate use of offshore or third-party resources, while maintaining quality control, data security, confidentiality, and attorney review standards.

Operations, Accountability & KPIs

• Build, document, and enforce Standard Operating Procedures (SOPs).
• Maintain role clarity and accountability across teams.
• Implement and monitor KPIs tied to file velocity, error rates, C.A.R.E. program metrics, and documented time saved.
• Run weekly operational check-ins and monthly KPI reviews.

 AI-Enabled Systems & Automation

• Design and deploy AI-assisted operational tools (e.g., call summaries, workflow reviews, C.A.R.E. follow-ups, internal training).
• Automate workflows within Clio, DecisionVault, ElderDocs, and related systems.
• Measure success by real, documented time savings and error reduction—not experimentation.

Workflow Automation & Systems Integration

• Design, implement, and maintain reliable workflow automations that connect the firm’s core systems.
• Integrate practice management, intake, drafting, communication, and AI tools.
• Use automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable tools.
• Build automations with appropriate error handling, access controls, documentation, and change management.
• Ensure automations are secure, production-ready, and governed—not ad hoc or experimental.

AI Governance & Policy Authority

• Draft, implement, and enforce firm-wide AI use policies.
• Approve, modify, or shut down AI tools as necessary.
• Train staff and monitor compliance with AI and automation standards.

 Technology & Systems Stewardship

• Ensure technology supports workflows—not the other way around.
• Standardize file structures, task triggers, and system usage.
• Prevent shadow systems and inconsistent practices.
• Maintain awareness of confidentiality, data security, and vendor risk.

POD & Leadership Sequencing

•  Support leadership development only after workflows, systems, and KPIs are stable.
• Advise on readiness for leadership roles and delay when necessary to protect consistency.

Owner Leverage & Dependency Reduction

• Act as an operational buffer between the Owner and the team.
• Translate strategy into executable plans.
• Reduce reliance on any single individual through documentation, systems, and cross-training.

AUTHORITY

The Operations Manager has the authority to enforce workflows, SOPs, automation standards, and AI policies. Hiring and firing authority is advisory; final personnel decisions rest with the Owner.

LOCATION & TRAVEL

• Regular in-office presence required at the Syracuse/Camillus office.
• Occasional travel to the Watertown office.
• Quarterly out-of-area travel for training with the Owner.
• Out-of-area travel for training as necessary

FINAL NOTE

This role is for someone who takes pride in building systems that last, enjoys bringing order to complexity, and wants their work to materially improve both business performance and the daily experience of a professional team.

If you’re looking for a role where your operational discipline, technology fluency, and follow-through truly matter—we should talk.

IDEAL EXPERIENCE & EDUCATION

• 7–12 years of professional experience.
• 5+ years in operations, systems, or process-driven roles.
• Experience managing people and enforcing standards.
• Bachelor’s degree required; MBA helpful but not required.
• Valid driver’s license.
• Background check required.
• Experience designing and maintaining workflow automations using tools such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable platforms.
• Candidates should be comfortable integrating multiple systems, managing exceptions, and ensuring automations are reliable, secure, and well-documented.

ASSESSMENTS

Safe Harbor Wills & Trusts uses professional behavioral and work-style assessments as part of the hiring process. Final candidates may complete assessments, including DISC, Kolbe, and PRINT, to evaluate alignment with the responsibilities of the role and the working relationship with the Owner/Principal Attorney.

These assessments are not pass/fail tests and do not replace interviews, experience, or a proven track record of success. They are used to support mutual fit.

Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.

Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.

Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

Compensation details: 67500-75000 Yearly Salary

PI69e58fe7565f-3631

Sr CSA Data Center Superintendent

Weeks Group is a leading data center Owner’s Representative & Project Manager consulting firm with decades of experience overcoming complex mission critical challenges globally. As a women-owned business, we excel in solving tough problems, ensuring safe, timely, on budget delivery. We solve the hardest problems in the data center construction industry.

Our Values

We Answer the Call

Integrity • Honesty • Trust • Nimbleness

We Don’t Take No for an Answer

Persistence • Determination • Accountability

We Solve Problems

Especially on complex, high-intensity projects

We Expect the Best from Each Other

Teamwork • Communication • Ownership

We BTFM

Innovative thinking with zero tolerance for mediocrity

Role Summary

The Senior CSA Superintendent leads field execution of Civil, Structural, and Architectural (CSA) scope on mission-critical data center projects. This role owns day-to-day site leadership for CSA work: site logistics, safety, schedule, subcontractor coordination, quality, and turnover readiness. The CSA Superintendent drives predictable production, enforces standards, and ensures work is installed safely, correctly, and in sequence with MEP/commissioning needs.

This is a hands-on field leadership role for someone who thrives in fast-paced environments, holds trade partners accountable, and keeps the project moving with clarity, urgency, and professionalism.

Projects Include

• Ground-up hyperscale and enterprise data center buildings
• Brownfield upgrades and retrofits in operating facilities
• Campus expansions and critical infrastructure additions
• Large fit-outs and accelerated customer deployment work

Key Responsibilities

Field Leadership & Safety (Primary)

• Lead CSA field operations while reinforcing a zero-incident culture.
• Partner with project safety leadership and subcontractors to implement site-specific EH&S plans, JSAs/AHAs, permitting, and housekeeping standards.
• Conduct regular safety walks; correct unsafe behaviors immediately and escalate as needed.

CSA Scope Execution (Primary)

• Direct and coordinate all CSA activities including: site civil, earthwork, concrete, foundations, underground utilities (as applicable), structural steel, envelope, roofing, architectural buildout, doors/frames/hardware, exterior finishes, and interior buildout.
• Ensure CSA work supports MEP rough-in, equipment setting paths, commissioning access, and turnover sequencing (clearances, access panels, curbs, housekeeping pads, etc.).
• Maintain strong daily communication with MEP superintendents to avoid trade stacking and rework.

Schedule & Production Management (Primary)

• Own CSA short-interval planning (daily/weekly) and support pull planning with measurable commitments.
• Track manpower, production rates, constraints, and deliveries; proactively communicate schedule risks and recovery plans.
• Align CSA milestones to overall project milestones (dry-in, permanent power readiness support, white space readiness, turnover phases).

Quality Control (Primary)

• Enforce CSA quality standards and installation tolerances; drive “build it right the first time.”
• Lead and document quality walks; manage deficiency logs and punch lists to closure.
• Ensure clean build practices aligned with data center requirements (dust control, protection of installed work, critical space readiness).

Logistics & Site Control (Primary)

• Manage CSA laydown, access routes, lifting plans coordination, concrete/steel deliveries, material staging, and housekeeping.
• Coordinate sitewide logistics with the General Contractor/CM and other scopes to keep the job moving without congestion.

Coordination & Communication (Primary)

• Lead/participate in key field meetings: subcontractor coordination, foreman huddles, look-aheads, constructability reviews, and progress walks.
• Communicate issues early with clear options, impacts, and recommended paths forward.
• Coordinate with AHJ/inspectors for CSA-related inspections and closeouts.

Procurement Support (Supporting)

• Track CSA long-lead items (steel, precast, envelope systems, roofing, doors/hardware, specialty architectural items).
• Confirm lead times, delivery windows, and readiness of areas for install.

Turnover & Closeout (Primary)

• Drive CSA punch, closeout, and turnover readiness by area/phase.
• Coordinate turnover requirements with PM/QAQC/commissioning teams: as-builts, O&M where applicable, attic stock, warranties, test reports, inspection sign-offs.
• Ensure spaces are ready for commissioning activities and operational turnover (clean, labeled, accessible, complete).

Leadership & Culture (Primary)

• Be the leader in the room: set expectations, model accountability, and build strong trade partner relationships.
• Promote Weeks standards: proactive problem solving, high tempo execution, and respectful coordination.
• Mentor junior superintendents/field engineers and help develop consistent field processes.

Knowledge, Skills & Abilities

• Deep CSA field expertise on complex commercial/industrial builds; mission-critical/data center experience strongly preferred.
• Strong command of means and methods, sequencing, constructability, and schedule logic.
• Ability to read/interpret drawings/specs and enforce quality with subcontractors.
• Proven ability to lead multiple CSA subs simultaneously in a high-intensity environment.
• Strong communication, conflict resolution, and decision-making under pressure.
• Comfortable with field technology (Procore/ACC, Bluebeam, MS Office) and daily reporting.
• Understanding of CPM schedule logic and short-interval planning.

Experience & Education (Typical)

• 10+ years in commercial/industrial construction with significant CSA superintendent leadership experience.
• Data center / mission-critical experience preferred (or comparable high-spec industrial work).
• OSHA 30 preferred (or willingness to obtain).

Compensation & Benefits

• Competitive base salary based on experience and project scope.
• Performance-based bonus potential.
• Fully paid comprehensive benefits (medical, dental, vision) for you and your family.
• 401(k) Safe Harbor plan.
• Paid time off (PTO).
• Opportunity to work on technically complex data center projects in a high-performance environment focused on long-term growth and leadership development.

Job Description: Sr. Project Manager

Reports To: Director of Operations

FLSA: Exempt

IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO:

Company Overview

Admiral Heating has been a trusted leader in commercial and industrial HVAC solutions in the Chicagoland area for over 70 years. Specializing in union construction projects and service work, we partner with contractors, developers, and building owners to deliver custom engineered heating, ventilation, and air conditioning solutions. Our reputation is built on quality workmanship, deep industry relationships, and a commitment to long-term customer success.

Admiral Heating operates on EOS (Entrepreneur Operating System). Our Core Values which we require all employees to exemplify are: Safety and Quality First, Intensely Diligent, Own it!, Innovative Approach, Proudly Humble of our Reputation and Exceed Expectations.

IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO:

Job Duties and Responsibilities:

• Preparation of project budget based on the takeoff estimate
• Plan, organize and manage the construction project in all areas from start to successful completion including contract proposal, budget, change orders, materials procurement, billing, and collection.
• Comply with project contract including legal notifications, scope administration, change order procedures, billing, contract schedules, claims procedures and other contract requirements.
• Responsible for cost management. Monitor efficiency and production for compliance with labor budget.
• Work with field and others on the project team to maintain project tracking and reporting to ensure work progress and budget compliance.
• Control, collect and disseminate all project documentation.
• Maintain professional and timely communication with the general contractor, design team, owner, subcontractors, various company divisions and other key participants.
• Ensure the procurement of major equipment and fixtures
• Assure that all production meets quality control standards. Protect and mitigate liability.
• Support and participate in the company safety program.
• Take off, estimate and Formulate change order requests in a timely and efficient manner and updated internal budgets.
• Proactively manage construction costs to promote the overall projects success
• Communicate with management, vendors, and construction team as necessary.
• Responsible for ensuring project management team delivers projects within estimated gross profit
• Assist estimating team as requested

Qualifications, Competencies, & Abilities:

• Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Excellent time management and organizational skills.
• Self-Motivated, with the ability to work with little or no supervision.
• Strong level of attention to detail.
• Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Excellent interpersonal skills, and the ability to communicate information and ideas both verbally and written so others will understand.
• Ability to manage and prioritize multiple projects and deadlines.
• Work and communicate effectively with individuals at all levels, including executives.

Physical Demands and Working Environment:

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

• Environment: Work is performed primarily in a standard office environment.
• Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to other locations using various modes of private and commercial transportation; and to verbally communicate to exchange information.
• Vision: See in the normal visual range with or without correction.
• Hearing: Hear in the normal audio range with or without correction.

Education and Experience:

• Bachelor’s degree in project management, engineering, finance or business from an accredited college or university or associate’s in business or accounting preferred.
• Fluent with Microsoft Office Suite.
• 7 Plus Years’ experience in related industry or Project Management field is preferred
• Extensive knowledge of HVAC, Duct work and piping

Compensation & Benefits

• Base Salary range $120,000 - $180,000
• Bonus and Profit Sharing up to 30% of base salary
• Fidelity 401k Plan with all fees paid by Admiral
• 401k Safe Harbor Match of 4%
• BCBS PPO and HMO Health Insurance Options (Admiral pays 75%)
• Dental and Vision Plans (Admiral pays 75%)
• Tuition Reimbursement
• Generous PTO Policy
• Paid Holiday’s
• 100% Admiral paid Long and Short Term and Short
• $20,000 Admiral Paid Life Insurance
• Flexible Spending and Dependent Care Accounts
• Employee Assistance Plan
• CTA and Parking Reimbursement
• Employee events throughout the year

IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO:

This job description does not list all the duties of the job. You may be asked by managers to perform other instructions and duties. This job description may be revised from time to time and does not constitute a contract for employment.

About the job

Who We Are

At The Estate Lawyers, we fiercely protect trustees from getting sued and beneficiaries from getting screwed. Based in Southern California and rapidly expanding, we are on a mission to become the largest and most respected trust and estate litigation law firm in the state.

We are a results-based team of litigation professionals known for our precision, power, and integrity among clients, judges, and referral partners alike. Our firm culture is collaborative, fast-paced, and supportive. If you're a strategic litigator looking for a firm where you can grow with intention, work with brilliant colleagues, and be recognized for your results we want to meet you.

About This Role

As a Litigation Associate Attorney, you will work under the direction of a partner to manage a high-value caseload of trust and estate disputes from initial filing through resolution. You will be expected to take ownership of your cases—drafting persuasive pleadings, managing discovery, writing strong motions, taking and defending depositions, and contributing to trial strategy. You’ll also lead support staff and mentor junior team members.

This is a hybrid role based out of our Irvine office.

Who This Role Is For:

This is for you if you:

• Have 3–8 years of litigation experience, including discovery, depositions, law and motion, and trial prep.
• Have at least 2 years of experience in trust and estate litigation and love the complexity of this field.
• Are strategic in approach and skilled at identifying leverage points.
• Are highly organized, proactive, and a strong communicator with clients, opposing counsel, and the court.
• Want to be part of a smart, driven, humble team that values accountability, consistency, and creative problem-solving.
• Thrive in an entrepreneurial, fast-growing environment where innovation is encouraged.

Who This Role Is Not For:

· You prefer a slower-paced environment and need frequent reminders to stay on top of tasks and deadlines.

· You find direct feedback challenging or are still developing your comfort level with open, constructive communication.

Why Join The Estate Lawyers?

We’re not your typical law firm. Here’s what sets us apart:

• Clear path to leadership – You’ll have mentorship, feedback, and the opportunity to grow toward partnership.
• Compensation that rewards excellence – Competitive base salary + bonuses based on performance and impact.
• Forward-thinking culture – We embrace technology, systems, and structure so our team can do their best work.
• Amazing benefits – Unlimited PTO, 401(k) with safe harbor match, student loan repayment, full health/dental/vision, life insurance, and a flexible hybrid/remote setup.
• Values-driven team – We live by our core values: Stay Hungry, Radical Candor, Radical Respect, Team Win/Client Win, and No Jerks Allowed.

At The Estate Lawyers, we don’t just practice law—we elevate it.

What You'll Need to Succeed

• Active California Bar license in good standing
• 3–8 years of litigation experience (including depositions, court appearances, and motion practice)
• 2+ years of heavy experience in trust and estate litigation
• Familiarity with the California Probate Code, Code of Civil Procedure, and Evidence Code
• Proficiency with Microsoft Office Suite and time-entry software
• High level of emotional intelligence and client-facing communication skills
• Open to feedback, personal growth, and leveraging new technologies

Perks & Benefits

• $150,000 - $250,000
• Unlimited PTO
• 401(k) with safe harbor matching
• Medical, dental, and vision insurance
• Health savings & FSA options
• Life insurance
• Paid parental leave
• Paid professional development
• Opportunities for internal growth and leadership

Job Title: Senior Mortgage Processor

Department: Mortgage Lending

Department Location: Littleton, MA

Reports to: Senior Director, Mortgage Productions

Career Stream: Individual Contributor

Classification: Hybrid

Compensation: The base pay of the budgeted range is $25-35 per hour. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

*For Both Mortgage Processor and Senior Mortgage Processor:

1. Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
2. Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
3. Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
4. Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
5. Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
6. Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
7. Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
8. Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
9. Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
10. Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
11. Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
12. Support the closing process and ensure confidentiality of all borrowers and loan information.
13. Uphold the Workers Credit Union “Workers Way” culture through daily interactions and behaviors.
14. Perform other duties as assigned to support departmental and organizational goals.

*Additional Responsibilities for Senior Mortgage Processor:

1. Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
2. Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
3. Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
4. Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
5. Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership

Other Duties:

• May be asked to provide coverage in other WCU branches or departments.
• Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
• Participates in department and/or organizational projects as directed.
• Performs other tasks or functions as required, requested, necessary or prudent.
• Maintains confidentiality of all member and credit union information and data.
• Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.

Education

• High School Diploma or Equivalent Required.

Experience:

• 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
• Additional Qualifications for Senior Mortgage Processor:
• 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.

Knowledge/Skills/Abilities/Competencies:

• A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.

Work Environment:

• Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This is a largely sedentary role.
• While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
• This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.

About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

Benefits:

• Comprehensive medical, dental and vision plans
• Basic life and AD&D insurance, short-term disability and long-term disability
• 15+ days of paid time off (PTO) per year
• Up to 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes a Safe Harbor Match of up to 4%.
• Tuition Reimbursement Program
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, vet

About Us

The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.

Senior Commercial Lines Account Executive

Job Summary:

The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service.

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

Responsibilities:

• Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing.
• Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients.
• Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes.
• Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses.
• Create and maintain accurate insurance applications and submission documents for carrier review.
• Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients.
• Collaborate with producers in developing and presenting client proposals.
• Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations.
• Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions.
• Perform additional duties as assigned.

Basic Requirements:

• Active Florida 2-20 General Lines License (Property & Casualty) required.
• Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market.
• Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes.
• Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
• Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems.
• Excellent verbal and written communication skills, along with strong organizational and time management abilities.
• Highly self-motivated and capable of working independently with minimal supervision.
• Demonstrates exceptional attention to detail and accuracy in all work.
• Committed to maintaining confidentiality of financial, employee, and client information.

Preferred Requirements:

• Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable.
• Familiarity with risk assessment and risk management techniques.
• Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.

Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available)

Office Location: 5900 Hiatus Road, Tamarac, FL 33321

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Company Description

Emerzian Law Group provides practical and experienced legal support across California in fields such as public agency law, education law, attorney-led investigations, labor and employment law, landlord-tenant matters, and mediation services. Committed to delivering tailored legal solutions, Emerzian Law Group is known for its dedication to supporting diverse clients with unique needs. The firm is passionate about resolving complex legal challenges with professionalism and practical expertise.

Role Description

This full-time remote role is for a Senior Attorney with experience in Public Agency, Education, Labor & Employment, and/or Business Law. This is a transactional and advisory position. The Senior Attorney will engage in providing comprehensive legal advice, drafting and reviewing contracts, corporate compliance, conducting legal research, representing clients in negotiations, and overseeing associates as appropriate. The position will focus on offering expert legal support to clients in the firm's specialized practice areas while maintaining regulatory compliance and high ethical standards.

Qualifications

• Experience representing public and/or private sector employers in labor and employment law mattres
• Experience drafting and advising on business and corporate law matters, including contract drafting, business dispute resolution, corporate compliance, etc.
• Strong skills in delivering legal advice and guiding clients on complex legal issues
• Proficiency in conducting thorough legal research and analysis
• Proven success in negotiation and resolving disputes effectively
• Juris Doctor (JD) degree and current license to practice law in California
• Exceptional critical thinking, communication, and written skills
• Ability to work efficiently in a remote setting and manage multiple priorities
• Ability to supervise junior attorneys
• At least one year of prior experience in public agency, education law, labor and employment law is required for junior level positions; at least 3 - 5 years for mid-level positions; at least 5-7 years for senior or shareholder track positions.

Compensation & Firm Website

• range is approx. $130,000 - $200,000+ DOE
• All positions are fully remote with reimbursed internet, cell phone, car insurance
• All supplies and technology provided
• Medical, dental, and vision insurance fully paid for by the company for the employee and two dependents at highest level of coverage (Blue Shield PPO or Kaiser)
• Reimbursed out-of-pocket healthcare costs up to IRS limits (Small Business QSEHR Plan)
• 401K plan with safe harbor match
• Life insurance
• Flex Time Off Program (unlimited)
• Flexible Schedule
• Quarterly bonus incentive
• Signing Bonus
• Professional liability, state bar dues, and MCLE
• Expense reimbursement program

Full or part-time roles will be considered.

Attorneys who share our values and client based interested in shareholder or shareholder track positions are encouraged to apply.

Job Title: Senior Litigation Attorney (High-Stakes Boutique)

Location: Los Angeles, CA (Hybrid – 3-4 days in-office)

Practice Areas: General Business Litigation, Civil Litigation, Criminal Defense

About the Firm

Work for a "lean and mean" powerhouse founded by former federal prosecutors with over 60 years of combined experience. We handle the complex, high-stakes litigation usually reserved for global firms, but with the agility and culture of an elite boutique. With a 60/40 Defense-to-Plaintiff split, our attorneys get a 360-degree view of litigation and the opportunity to lead cases to trial.

The Role We are seeking a seasoned Litigator (5+ years) capable of managing a case from inception through trial. You won't just be a "researcher"—you will be expected to move cases forward, develop strategy, and mentor junior staff.

Compensation & Benefits

• Salary: $180,000 – $230,000 Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.
• Billable Expectation: 1,750 hours (Focused on quality and productivity).
• Bonuses: Discretionary bonuses based on billables, quality of work, and firm contribution.
• Health: 100% employer-paid Med/Dent/Vision (Blue Shield Gold HMO; PPO options available).
• Retirement: 401k with Match (after 1 year), including Safe Harbor and Profit Sharing.
• Time Off: 3 weeks PTO + 9 paid holidays.
• Support: Paid parking and CA State Bar Dues.

Qualifications

• 5+ years of heavy litigation experience (Business/Civil/Criminal).
• Ability to manage a caseload independently.
• Strong writing skills (Two non-redacted writing samples required).
• Trial experience preferred, but a desire to go to trial is required.

Note: We are not considering candidates with backgrounds primarily in PI, Family Law, Bankruptcy, or Insurance Defense at this time.

Interview Process We value your time.

Our process is streamlined:

1. Initial Interview: 1-hour Zoom with 2-3 Partners.
2. Final Step: A lunch meeting with the team (Offers may be presented during or immediately after this stage).

Senior Superintendent | San Franciscos | $185,000–$220,000 + Executive Benefits

I am partnered with a rapidly expanding General Contractor in the Bay Area that is intentionally strengthening its field leadership team. They are seeking a seasoned Senior Superintendent with a strong background in large-scale multifamily or commercial construction to help drive the next phase of their growth.

This is an opportunity to step into a leadership role where your experience on complex, high-value projects will directly influence how projects are executed moving forward.

The Opportunity:

My client delivers complex, large-scale construction projects throughout San Francisco and the greater Bay Area. As they continue to grow, they are looking to bring in senior field leadership with experience managing the demands of high-dollar, technically challenging builds.

The ideal candidate has successfully led multiple projects valued at $50M+ and understands what it takes to run disciplined, safe, and high-performing jobsites in the Bay Area market.

The Role:

As Senior Superintendent, you will have full ownership of field operations, including:

• Leading projects from mobilization through closeout
• Managing and coordinating large subcontractor teams
• Driving schedules while maintaining quality and safety standards
• Partnering closely with Project Managers and leadership
• Serving as the on-site authority with owners, inspectors, and stakeholders
• Implementing best practices gained from large-scale multifamily or commercial work

This role is well-suited for someone who brings outside experience and can elevate field execution through proven systems, leadership, and accountability.

What They’re Looking For:

• Senior Superintendent experience on projects $50M and above
• Background in multifamily or commercial construction (ground-up preferred)
• Proven ability to lead multiple trades and large field teams
• Strong understanding of complex scheduling and logistics
• A hands-on leader with high standards for safety and quality

Why This Role Is Compelling:

• Competitive compensation: $185,000–$220,000
• Full benefits package
• Financially stable, fast-growing GC
• Long-term opportunity to help shape how projects are delivered
• Leadership that values experience, accountability, and execution

This is a strong move for a Senior Superintendent who has built their career on large, complex projects and is now looking for a role where their experience will be trusted, valued, and impactful.

Interviews are scheduled to take place next week so if you’re interested in hearing more about this and other roles, then please get in touch asap to discuss further at 48 or send your resume to

Location: Chicago (Preferred) or Major Hospitality Market

Comp: Strong base + aggressive commission + uncapped upside

Level: Senior / Individual Contributor (Foundational Hire)

Stock MFG is a design-driven uniform brand focused on modern hospitality. We design, develop, manufacture and distribute uniform programs for restaurants, hotels, and hospitality brands that care deeply about aesthetics, fit, and brand expression -  not commodity workwear.

We’re a mid-seven figure business with a 12-person team, operating with extremely high revenue per employee. We are intentionally lean, service focused, and brand-first. Our next phase of growth requires one thing above all else:

A senior sales operator who can bring in whales.

This is not a junior sales role.

This is not inbound account management.

This is not a “warm leads” job.

This role exists to land large, high-value hospitality programs -  the kind that materially change the business.

You will own new business development for:

• Boutique hotel groups
• Independent hotel management companies
• Multi-unit restaurant groups
• Hospitality-led lifestyle brands
• Casinos, resorts, and destination properties

You will be trusted to operate like a founder in the field -  building relationships, opening doors, shaping programs, and closing six to seven figure uniform deals.

• $1–2M in new revenue within 12–18 months
• Multiple $50K - $250K+ programs per year
• Long-term, repeatable hospitality accounts
• A clean, real pipeline -  not spray-and-pray leads
• Becoming the point person for large hospitality relationships

If you succeed here, you will directly shape the future scale of the company.

• Proactively identify and pursue high-value hospitality targets
• Build relationships with:
• F&B Directors
• GMs
• Directors of Operations
• Hotel ownership / management groups
• Corporate chefs and brand teams
• Lead discovery conversations around brand, scale, rollout plans, and timelines
• Present curated uniform programs (with decks + samples)
• Coordinate with internal production and ops teams to scope programs correctly
• Close deals and shepherd them through first delivery
• Build multi-year relationships that turn into recurring revenue

You are not expected to design garments or manage production -  but you are expected to understand how uniform programs actually work.

This role is for someone who:

• Has 7+ years selling B2B into hospitality or adjacent industries
• Has closed large, complex, relationship-driven deals
• Understands how hotels and restaurant groups actually buy
• Is comfortable prospecting, pitching, and closing without hand-holding
• Knows how to sell programs -  not just SKUs
• Is confident walking into a room with operators and decision-makers
• Has taste, polish, and strong communication instincts
• Wants responsibility, autonomy, and real upside

Backgrounds that work well:

• Hospitality supply / uniform sales (hotels, restaurants)
• Linen, FF&E, or hospitality vendor sales
• Selling services or products into hotel groups or restaurant groups

This role is not for:

• Entry-level or mid-level salespeople
• Inbound-only account managers
• Government / tactical / industrial uniform sellers
• Sellers who are used to nurturing a book of business given to them
• Anyone uncomfortable meeting with top level decision makers

If you’ve spent your career selling commoditized products on price alone, this will not be a fit.

• Strong base salary (commensurate with seniority)
• Aggressive, uncapped commission
• Clear path to mid six-figure earnings with strong performance
• Real influence on the business as it scales

• Small, fast-growing, founder-led company
• Premium product with clear differentiation
• No internal politics, no bureaucracy
• High trust, high autonomy
• Your wins directly affect the trajectory of the business
• Opportunity to build something -  not just hit quota

This is a chance to be the person who helps take a $5M brand to $20M -  and to be compensated for it.

If you’re reading this and thinking “this is exactly me”, we want to hear from you.

Send:

• A resume or LinkedIn profile
• A brief note explaining why you think you can win in this role

We value clarity, confidence, and substance over buzzwords.

Job Title: Trust & Estate Litigation Attorney

Location: Los Angeles (LA), Orange County (OC), or San Diego (SD), California (Hybrid)

Job Description:

Our law firm client, a well-established California-based firm with a strong full-service platform, is seeking a Trust & Estate Litigation Attorney with 3+ years of experience. This role supports a sophisticated trust and estate litigation practice involving complex disputes for high-net-worth individuals, beneficiaries, trustees, and fiduciaries, within a collaborative and growth-oriented environment.

Roles & Responsibilities:

• Handle trust and estate litigation matters, including will and trust contests, fiduciary disputes, and beneficiary claims
• Represent clients in probate court proceedings, mediations, and hearings
• Draft pleadings, motions, discovery, and settlement documents
• Conduct legal research and analysis related to probate and trust litigation issues
• Collaborate with attorneys across practice groups to deliver strategic and effective legal solutions
• Maintain clear and professional communication with clients throughout the litigation process

Qualifications:

• Juris Doctor (JD) from an accredited law school
• Active California bar license
• 3+ years of experience in trust and estate or probate litigation
• Strong litigation, writing, and advocacy skills
• Experience handling contested probate matters preferred
• Ability to manage cases independently while working in a team-oriented environment

Salary and Other Compensation:

The annual salary for this position is between $180,000 – $220,000 annually. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical insurance
• Dental insurance
• Vision insurance
• Paid time off (details TBD)
• Paid sick and safe time (details TBD)
• Paid vacation time (details TBD)
• Paid parental leave (details TBD)
• Paid holidays annually (details TBD)

About Fortis Health

Fortis Health is a growing healthcare services organization dedicated to supporting high-quality home health and hospice providers through strong leadership, operational excellence, and a people first culture. Through clinical integrity, compassion, and accountability, Fortis enables its partner organizations to deliver exceptional care while remaining rooted in the communities they serve.

Position Summary

We are seeking a strategic, Senior Human Resources Director to drive enterprise HR strategy across Fortis’s home health and hospice portfolio, including direct support to Valeo Home Health & Hospice (UT) and Select Home Health & Hospice (IN). This role oversees all people systems compliance, talent acquisition, total rewards, employee relations, HR technology, learning & development, and performance management to ensure scalable, compliant, and data-driven practices.

Responsibilities

• Lead enterprise HR strategy and multi-site HR functions across Utah and Indiana, ensuring alignment with business goals and patient care standards.
• Drive talent acquisition, leadership development, succession planning, and workforce planning, with focus on quality of hire, time-to-fill, and 90-day retention.
• Partner with senior leadership to promote engagement, reduce turnover, and improve workforce diversity metrics.
• Ensure compliance with employment laws and healthcare regulations, including training completion, policy adherence, and audit readiness.
• Oversee total rewards programs and benefits utilization to support cost-effective, competitive compensation strategies.
• Champion HR technology adoption, process efficiency, and data-driven decision-making across all people systems.
• Build leadership bench strength, internal mobility, and succession coverage to ensure long-term organizational stability.

Qualifications

• Bachelors in HR, Business, or related field (required); Master’s (preferred) (MBA or MS/MA in HR/IO Psychology).
• SHRM-SCP or SPHR preferred; SHRM-CP/PHR acceptable if willing to pursue senior certification.
• 5–10+ years progressive HR leadership, including multi-site or VP-level experience in healthcare, home health, or hospice.
• Expertise in employment law compliance, complex employee relations, HR technology, and senior leadership.
• Strong strategic thinking, business acumen, and data-driven decision-making.

Disclaimer:

This description outlines the general nature and level of work expected of the Senior Director of Human Resources. It is not an exhaustive list of responsibilities, duties, or qualifications. Duties may be modified as the organization evolves and as regulatory requirements change.

EEO Statement

We are an Equal Opportunity Employer. We do not discriminate on the basis of race, sex (including pregnancy), national origin, age, religion, disability, genetic information or any other category protected by law.

Your new company

A leading global organization in the consumer goods sector is expanding its supply chain and distribution network to support continued growth. Known for its commitment to innovation and sustainability, the company is investing heavily in strategic projects to strengthen operational efficiency and resilience. They are seeking a Senior Manager of Procurement for Logistics and Distribution to join their team in the Boston, MA area. Relocation support will be offered for the right person.

Your new role

In this role, you will be part of the global procurement function (within corporate), responsible for shaping category strategies for logistics (warehousing, 3PL, distribution) and transportation (air, ocean, road, parcel) services. You will partner with senior leadership, manage strategic supplier relationships, and lead sourcing initiatives that support network expansion across the Americas. This position plays a key role in aligning procurement decisions with long-term business objectives.

What you'll need to succeed

• Significant experience in sourcing logistics for transportation and distribution services within large, multinational organizations in a corporate environment vs manufacturing.
• Proven ability to manage complex procurement categories and supplier accounts across multiple regions
• Strong knowledge of logistics providers, market trends, and contract structures
• Expertise in negotiating high-value agreements and building strategic partnerships
• Ability to influence senior stakeholders and communicate effectively at all levels
• Strong analytical, leadership, and strategic planning skills

What you'll get in return

An opportunity to contribute to major growth initiatives, including new distribution centers and sustainability-focused projects. You will join a collaborative team with a strong focus on innovation and long-term success. This role offers a competitive salary range alongside a comprehensive benefits package.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

Work Authorization: Applicants must be currently authorized to work in the United States on a full-time basis. Sponsorship will not be considered for this specific role.

Do you want to play a key role in enhancing the Cybersecurity program for a Fortune 200 company and national brand that has also been listed on the Fortune 100 Best Places to Work for the past 21 years in a row? Do you enjoy working in a collaborative environment where your ideas can help shape the direction and development of critical cybersecurity capabilities?

Do you want to work with a team of talented professionals that have in-depth technical knowledge and be the subject matter expert in technology governance, risk management, compliance, and audit requirements?

Then your job search begins and ends here….

Who we are looking for:

A Senior Technology/Information Risk Analyst with experience in the areas highlighted below. This is a unique opportunity to work at a Fortune 200 company and national brand to expand your skills and influence a growing Information Risk Management Program. This opportunity provides the ability to work with the Technology teams to effectively manage information risk and perform risk assessments. You will work with senior risk management and technology professionals to design and facilitate cybersecurity risk assessments on existing technology, processes to accommodate new business areas as well as changes in our risk profile and provide support across our information risk management framework activities. You will assist the Cybersecurity, technology, compliance, and information risk teams in identifying risks, developing recommendations to mitigate risk, manage information security policies, and assist with the company-wide information security awareness program, including design and management of the annual Information Security Training.

The Day to Day:

• As a key member of a high performing information risk management team, support, execute and maintain a framework for information risk management including validation, weighting, and classification methods.
• Perform information security risk assessments, understand threats, vulnerabilities and exposures associated with confidentiality, integrity and availability of information.
• Help develop related processes and procedures to ensure and enforce compliance with all company policies, applicable laws, and regulatory requirements regarding information security, privacy, and data integrity as well as reducing vulnerabilities.
• Assist with the development and delivery of information security risk related training and awareness programs.
• Assist with analysis of security vulnerabilities, developing risk-based business recommendations.
• Administer governance, risk and compliance systems and processes owned by the department.
• Assist in preparation of accurate and timely communications of risks, recommendations and conclusions as well as evaluating management mitigation plans.
• Assist in developing automated risk assessment tools and processes.
• Gathers data, conducts analyses, and prepares related risk reporting.
• As an integral member of the team, exhibiting ownership, follow-through, initiative, awareness and effective communication with peers and management and ability to speak to details of information risk management

Information Risk Methodology:

• Ability to help design and implement industry standard technology risk management practices across the enterprise.
• Champion the information risk management methodology by demonstrating ownership of the design aspects of the operations lifecycle.
• Passionate about support & ownership of threat areas of Cybersecurity.
• Understand level of risks and exposure as it relates to systems, services, and networks.
• Driver of security awareness type activities with proven results.

Here's the technology part…

Experience with the following required:

• Ability to understand the business requirements as well as provide a proposal of the appropriate information risk resolution to computer threats.
• Ability to understand the business processes supported across all team’s environments.
• Understanding of key compliance regulations such as Sarbanes-Oxley, GLBA, HIPPA , CFPB, and Payment Card Industry (PCI), plus external Cybersecurity and privacy regulations.
• Experience in execution of an enterprise and technology risk framework, including the identification, assessment, and mitigation of risk: understanding how to balance the company’s risk appetite and its overall impact.
• Understanding of network controls, cloud controls, user administration, authentication methods, file permissions, groups, and domain concepts.
• Demonstrated ability to compare alternative information security risk approaches and methodologies while assessing risk both quantitatively and qualitatively to meet the business needs.
• Excellent communication skills to include but not limited to verbal and written communication; delivering organized presentations; able to tailor message to the audience; and facilitate group discussions with diplomacy and seek diverse opinions.
• Excellent analytical, troubleshooting, and problem-solving skills and performs well under fast paced, high pressure or stressful situations.
• Ability to learn the business processes implemented in the team's applications. Demonstrated flexibility.
• Proven ability to effectively communicate remediation and prevention approaches via leading practices.
• Ability to help develop and deliver information security awareness training and business understanding for business partners, engineers, developers, and analysts.
• Ability to drive through obstacles and time constraints to successfully deliver to completion
• Dedication and commitment to world class service and to exceeding customer expectations.
• Desire to learn and keep current with technology and emerging technology risk trends.
• Possess strong organization and time management skills.
• Demonstrated flexibility in a fast paced and agile environment.
• Expertise solving technical problems and presenting solutions which impact all areas of their team’s systems environments.
• Excellent analytical, troubleshooting, and problem-solving skills.
• Ability to evaluate long term impacts when making recommendations and decisions.

Education and/or Experience:

• Bachelor's degree in Business/ Computer Science/Information Systems with IT audit, risk or compliance experience or equivalent military experience.
• Industry certification required, i.e. Certified in Risk and Information Systems Control (“CRISC”), or in the process of obtaining the CRISC, CISA, CISM, BCBP, CIA, PCI, CISSP.
• Knowledge of information security, risk management industry frameworks and standards NIST, COSO, OWASP, ISO-27001/2, SANS, Cobit and ITIL.
• 5+ years working experience with enterprise and technology risk management programs, privacy, data security and control issues with technologies.
• Previous working experience and/or knowledge of two or more security functions (IT Risk Assessor, QSA, Security Specialist, IT Auditor).

Work Location and Arrangement: This role will be based out of the Richmond, VA Technology Innovation Center. Associates based in Richmond work onsite 5 days per week.

Work Authorization: Applicants must be currently authorized to work in the United States on a full-time basis. Sponsorship will not be considered for this specific role.

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.

The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.

Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.

Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.

Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.

Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.

Responsibilities:

• Prepare wills, annuities, trust documents, etc.
• Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
• Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
• Assist clients with preserving their wealth and administering estates and trusts.
• Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
• Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
• Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
• Assist clients to plan, create and administer charitable giving and foundations.
• Assist with the probate process and administration of estates for trustees and executors.
• Effectively counsel clients in all aforementioned disciplines

Qualifications:

• At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
• J.D.
• Licensed to practice law in NY State.
• Experience working with estates valued over $5 Million.

All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at

This client is NOT OPEN TO:

• Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
• Providing a relocation package for those living outside of a commuting area to Long Island

We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.

RESPONSIBILITIES

• Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

QUALIFICATIONS:

• Juris Doctor (J.D.) degree
• Active membership in good standing with the California State Bar
• Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
• Strong understanding of the California Probate Code, related statutes, and case law
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
• Excellent analytical, research, and problem-solving skills
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused approach
• Experience with trial preparation and courtroom advocacy is highly preferred
• A proven track record of successfully resolving complex litigation matters
• Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment

OTHER DETAILS

• Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
• Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professionaldevelopment opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.

About Hire Counsel, a Purpose Legal Company

Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.

Why Us?

At Par Health, we believe great healthcare is built on getting the essentials right. We’re looking for passionate, talented individuals who share our commitment to improving lives. With 4,000+ team members worldwide, we lead with pride and purpose—prioritizing quality and safety while fostering a culture of continuous improvement, accountability, and teamwork. Elevating the Essentials isn’t just our tagline, it’s the higher standard we live by every day.

The Strategic Sourcing Manager-Indirect will be responsible for designing, managing and implementing sourcing strategies for the enterprise. This role will work closely with various business owners and functional leadership throughout the enterprise and will be responsible for delivering category management services including but not limited to, strategic sourcing, client stakeholder management, supplier performance management and continuous cost and performance improvement. In addition, this person will collaborate closely with the FP&A team to coordinate annual cost reduction targets rolling up to an annual cost target for the enterprise. The ideal candidate must possess a high level of interpersonal, communication, analytic, legal acumen, and financial skills to promote positive working relationships with business partners and suppliers to create long-term value for the enterprise within the highest standards of the industry and in compliance with the law. The role will establish effective ongoing relationships with key business partners to ensure sourcing is effectively integrated into the strategy of the business and involved in all purchasing decisions. Competency in project management to drive a fact-based approach to deliver on commitments. The role must have a working knowledge of Procurement and Strategic Sourcing Systems (i.e. Coupa, SAP, JDE, CLMs, etc), category management techniques, 7-step sourcing process, supplier management, strong legal acumen in negotiating service and supply agreements, and spend analytics.

Scope of Authority

• Company-wide indirect spend focused on IT, Corporate Services, Legal Services, Logistics, and Finance related categories along with others as assigned.

ESSENTAIL FUNCTIONS:

Key Accountabilities:

Strategic Sourcing / Procurement = 70%

• Design and implement cost savings/value driving projects across multiple indirect sourcing categories based on historical and forecasted spend.
• Establish annual savings targets with Business Partners in support of business goals.
• Research and collaborate with internal stakeholders and external resources to identify a broad selection (e.g., large, boutique, small, diverse) of qualified suppliers to participate in sourcing events and other projects.
• Evaluate competitive offerings to determine the overall best offer for a service or product. Manage the analysis of proposals in support of the bid evaluation process.
• Skillfully apply appropriate procurement approach in negotiations. Prepare and lead negotiations to conclusion.
• Review and assess current supplier contractual terms and conditions to determine strategic direction and negotiation strategies. Work closely with Legal, Compliance and Finance organizations on drafting and executing final agreements for services and/or products.
• Manage risks and protect Company intellectual property.
• Ensure compliance with purchasing policies and procedures, ethical practices and adherence to relevant laws and regulations.
• Manage and resolve contract differences with suppliers.
• Identify cost reduction, cost avoidance, and cost containment opportunities.
• Analyze category market conditions, customer requirements, pricing trends and competitive benchmarking to determine appropriate sourcing strategy. Utilize relevant Company procurement and contract systems.

• Supplier & Contract Management & Reporting = 20%
• Develop internal and external relationships with suppliers and cross-functional teams regarding the following:
• Evaluate supplier performance data to eliminate or mitigate supply chain constraints or risks. Drive supplier innovation to remain competitive.
• Support reviewing supplier demonstrations with functional management and end-user departments.
• Coordinate supplier visits and evaluations to determine suitability.
• Assist in developing supplier performance measurements using rating systems or predetermined standards.
• Develop and drive effective relationships with suppliers.
• Coordinate, review and respond to supplier inquiries, protests and appeals.
• Develop and execute Supplier Diversity reporting and data analytics for internal and external reporting as required.

• Stakeholder Relationship Management = 20%
• Work closely with key stakeholders to:
• Understand priorities.
• Develop with and agree upon sourcing strategies / plans and set expectations for effective value delivery.
• Help the stakeholder understand Company’s procurement requirements, so they proactively engage Procurement.
• Develop high value strategies that align with overall enterprise goals for quality, service, and cost.

MINIMUM REQUIREMENTS:

Education:

Undergraduate degree in Business Administration, Finance, Management, Supply Chain Management, life sciences, or technical field – MBA preferred

Experience

• Minimum seven to ten years’ experience in strategic sourcing/purchasing (preferably in the pharmaceutical industry), including the use of sourcing technologies (i.e. Coupa, Corcentric, etc) to develop and conduct RFIs and RFPs, with exposure and responsibility for various functional areas (supplier management, spend analytics, contracting, negotiating, bid management).
• Minimum 5+ years’ experience in souring IT goods and services.
• Four to six years in a position leading cross-functional teams in the development of sourcing or supplier management strategies for key indirect expenditure categories (e.g., IT, Finance, Sales and Marketing, Legal, Facilities, MRO, HR, R&D, Professional Services, Capital Projects).
• One to three years’ experience consulting with C-level and/or functional vice presidents and directors of business units to influence corporate decision making related to purchasing.
• Experience structuring, negotiating and managing service and supply agreements with suppliers including, but not limited to complex long-term strategic agreements, short-term transactional agreements and project-based or consulting agreements.

Knowledge

• Knowledge of various categories of indirect spend in the Pharma Industry.
• Strategic Sourcing Methodology (7-step)
• Strong financial skills
• Strong legal acumen
• Working knowledge and skills with ERP systems, Procurement and Strategic Sourcing Systems, MS Excel, MS Word, MS Power Point, and MS Project.
• Understanding business implications of decisions; Displays orientation to profitability.
• Demonstrated knowledge of market and competition.
• Understanding of supplier diversity reporting methodologies and best practices.
• Strong communication skills and ability to work effectively with a variety of stakeholder types (e.g. Local Supply Chain, Executive Leadership).

Skills & Abilities

• Ability to use a variety of tactics (e.g. research, analysis and networking) to identify opportunities.
• Exceptional interpersonal skills, with ability to influence decision-making and drive positive outcomes.
• Ability to independently evaluate, assess and initiate actions.
• Ability to develop and deliver compelling presentations.
• Excellent verbal and written communication skills.
• Experience managing data analysis and/or developing reports.

RELATIONSHIP WITH OTHERS/ SCOPE:

• Internal Contacts – no direct reports. Will interact with senior leaders to include Directors, VP, and C-suite level IT, Ops, Finance, and Commercial executives.
• External Contacts – VP level vendors and suppliers.

WORKING CONDITIONS:

• Position will work both an office environment and in a manufacturing plant environment.
• Must be able to wear the required Personal Protective Equipment (PPE) out on the plant site as deemed necessary by EH&S.
• Hybrid position based out of Hazelwood MO.
• Occasional travel required conference vendor sites.

DISCLAIMER:

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees assigned to this position.

EEO Statement:

We comply with all applicable federal, state, and local laws prohibiting discrimination and harassment, and provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status, or genetic information, or any other classification protected by federal, state or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Pay: $100,000.00 - $175,000.00 per year

Job description:

Branch Supervisor/LPO Escrow Closer – Gig Harbor, WA

CW Title & Escrow Overview

We’ve been building CW Title & Escrow since 2001 and today we are proud to be the largest title and escrow company headquartered in Washington. Through our fifteen CW Title & Escrow locations here in Washington, we provide exceptional title services for Chelan, Douglas, Island, King, Okanogan, Pierce, Skagit, Snohomish, Spokane, Thurston, and Whatcom counties while offering escrow services for each county throughout the state. While we utilize multiple large, national underwriting companies, our decisions are made locally. We are privately held so we are not captive to decisions made by executives who focus on Wall Street’s quarterly expectations. We simply focus on helping more people buy and sell property right here in our local, Washington communities. Our in-house underwriting, legal counsel, title examiners, and escrow teams are experts in our local markets as they call our beautiful state their home too. Our extensive expertise allows our clients to efficiently move from under agreement to closing. Our local focus allows us to commit to those in need in our state via our CW Cares Program. Our passion for professionally serving our local communities drives us to continue to grow. We put people first.

Overview of Leadership Opportunity

CW Title & Escrow is seeking a Branch Supervisor/LPO Escrow Closer to lead and grow our business in Gig Harbor, WA. You will lead a seasoned team of title, escrow, and sales professionals to drive title and escrow business through a relentless focus on creating hospitality in all that we do for our clients, agents, and lenders. In this role, you will be accountable to consistently deliver results while increasing efficiency and security for clients through our title and escrow processes. Take the next step in your career and join our team!

This role will be based in Gig Harbor, WA with some travel required.

The qualified candidate will possess some or all of the following:

• Ability to maintain and grow client relationships
• Extensive experience in the title and escrow industry
• Previous leadership experience a plus.
• Ability to lead, develop, and help talented team members grow in their career
• Client-centric mindset with an unparalleled drive to help clients achieve their goals
• Ability to analyze reporting to shift resources as necessary
• Knowledge of Qualia a plus
• Extensive knowledge of the Gig Harbor real estate market
• A desire to drive home ownership in our communities
• A glass half full approach to life in general
• Embrace CW’s core value system of Integrity, Teamwork, Community, Expertise, and Gratitude

What you should expect from CW Title & Escrow:

We are a large (250+ team members, 19 locations), but privately held company. We will provide you with training and growth opportunities, but we will never treat you like a number. We remember birthdays and want to know about your dog. Our company believes that successful businesses should give back and serve the local communities, so we continue to drive our CW Cares effort to better serve those in need. Our company has a “best idea wins" philosophy. If you have a great idea our senior leadership team wants to know about it. Our people drive our change. We believe in equality for all. Everyone is welcomed and valued at our company. That pertains to employees, clients, vendors, partners, etc.

Additional benefits include:

• Competitive compensation
• Medical, Dental and Vision coverage – individual and family plans
• 401k plan, plus matching
• FSA or HSA
• Paid time off and parental leave policy

We offer a competitive total rewards package for this leadership role that includes base salary (annualized range from $100,000-$175,000 (including bonuses) depending upon job-related knowledge, skills, and experience), and monthly incentive based on the gross revenue driven via closed transactions in Gig Harbor Office. There is no cap on the incentive structure for this role. We believe in generously rewarding top performers.

Travel Requirements: Some travel within the Gig Harbor area may be required

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Escrow: 2 years (Preferred)

License/Certification:

• Driver's License (Required)
• Work Location: In person