Senior Client Advisor Jobs in Usa

11,694 positions found — Page 10

Client Implementation Manager
Salary not disclosed
Emeryville, CA 2 days ago

Company Description

PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

  • Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
  • Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
  • Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
  • Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
  • Better together:We check our egos at the door. We work together, so we win together.

TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff, the ImplementationManagerwill own the implementation process throughthe go-livephase and handoff to theDeliveryTeams. ImplementationManager'sservean important rolefor setting clients up for success by partnering with key stakeholders tofacilitatefull alignment on project expectations including product needs, timelines, and implementation strategy. The high-level goal of the role is to instill client confidence and trust from day one through clear communication of product needs and timelines, and by keeping all parties (internal and external) accountable to deadlines to ensure a successful implementation.

Implementationsare highlycustomand involve large data sets, which require theClientImplementationManagerto act as a liaison between the various teams, both internalas well asexternal. The right candidate for this role will embody entrepreneurial thinking, take an analytical and strategic approach to eachclientengagement and the role itself, and will be a master of using good judgment and thinking on their feet.TheImplementationManagershould feel confident and comfortable explaining and conceptualizing how our various solutions work with a variety of unique client business needs. The role also requires an expert level of understanding in how hospitals and health systems function, the roles, and motivations of different parties within such clients and will learn how to navigate these complex organizations to ensure maximum alignment and client satisfaction.

Duties and Responsibilities

  • Provides day to day oversight of the clientimplementation including understanding the clients' goals and use cases,recommend, andguideproduct configuration,helpset expectations, andestablishpriorities.

  • Forms strong relationships with clients by serving as the primary point of contact for implementation,understandingand communicating client feedback internally.

  • Partners with Delivery Team to ensure completion of product configuration,manage timeline for deliverablesand to setup clients for success.

  • Collaborate between multiple departments and teams to reconcile competing priorities to maximize overall client satisfaction and project success.

  • Brings in appropriatePGForstaexperts and creates seamlesshandoffto other departmentsand post implementation support.

  • Identifyand escalate challenges and risks associated with implementation and client satisfaction to supervisor and other senior team members before problems become critical.

  • Provides product overview and connectsclientwith training and education opportunities.

Qualifications

  • Minimum 5years'of relevant experience in a client-facing project management, consulting, or operations role; ideally in a healthcare related field.

  • Excellent interpersonal,communications, listening, and presentation skills.

  • Solid working knowledge of improvementmethodology, best practices, and data analytics

  • Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.

  • Ability to work in a fast-paced environment while prioritizing competing client needs.

  • Obsession with customer experience including follow-up and problem resolution.

Education

Bachelor's degree and5years minimum ofprior relevant experiencein a client-facing project management, consulting, or operations role; ideally in a healthcare related field.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $85,000to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Not Specified
Licensed Professional Counselor (New Compensation & Benefits)
Salary not disclosed

Private practice with no doors and no overhead.

BetterHelp is one of the world’s largest online therapy platforms for mental health professionals who want to focus on client care — not admin or overhead. You provide the expertise. We handle the rest.


Why Join BetterHelp

  • New hourly compensation. 33% increase in base compensation when working with insurance clients.
  • $650 Health Benefit Stipend: Eligibility for the Health Benefit Stipend requires a continuous commitment of 30 hours a week
  • No insurance headaches. No clawbacks. No payment delays. We handle everything — you get paid weekly for every session. Ai documentation.
  • Increase Caseloads: 70% of clients use insurance, helping you build and sustain a strong caseload.
  • $500 first client bonus* — Earn when you see your first insurance client within 30 days of applying.
  • Therapist Perks Program: Exclusive discounts and perks on clinical tools, professional resources, and wellness benefits.


Additional Benefits

  • Work from the comfort of home (fully remote)
  • Flexible schedule – you set your own hours.
  • Free access to 390+ CEU courses
  • Free BetterHelp membership for self-care
  • Insurance + cash-pay clients available
  • Additional bonuses & incentives for high performers
  • Zero overhead: No fees are collected from the therapist, ever.
  • Autonomy over clinical decisions
  • Access and connect with our community of over 30,000 therapists.


We’re Looking For

  • LCSW, LPC, LMFT, LMHC, Licensed Professional Counselor, or Psychologist / PsyD
  • Experienced Mental Health Therapist or Counselor with a passion for helping adults, couples, or teens.


Requirements:

  • 3+ years of mental health counseling experience
  • Master’s or Doctorate in Counseling, Psychology, Social Work, or Marriage & Family Therapy
  • Fully independent license (LCSW, LPC, LMFT, LMHC, etc.) and can provide therapy without supervision.
  • U.S. residency, private workspace, reliable internet, and liability insurance
  • A private and professional environment for conducting sessions.
  • Excellent written communication.
  • Must have professional liability insurance.
  • Reliable Internet connection.
  • Currently residing in the US.


NOTE: Unfortunately, if you are an intern or if you require supervision to provide therapy services, you cannot be a provider on BetterHelp at this time. Also, we are unable to accept substance abuse counselors, school counselors, registered nurses, career counselors, Christian counselors, and business coaches (unless they have an additional license as a mental health counselor).

*The use of the word “bonus” refers to an incentive provided to independent contractors. It does not imply an employment relationship nor entitle any independent contractors to employee benefits. Bonuses vary state to state and are subject to changes and certain requirements must be met to qualify for bonuses.

Not Specified
Senior Controller
✦ New
Salary not disclosed
Dublin, VA 1 day ago

Our client, a medium-heavy duty truck manufacturer, is seeking a Senior Manufacturing Business Controller to join their team in Dublin, VA.


The mission of the Senior Manufacturing Business Controller (Senior MBC) is to support financial processes and operations are aligned with company profitability goals and global manufacturing strategies.


The Senior Manufacturing Business Controller (Senior MBC) plays a pivotal role in the financial strategy, governance, and performance management of the plant. You will guide business decisions, drive cost competitiveness, and support long-term manufacturing strategy.


In addition, you will act as a trusted partner to manufacturing teams, leveraging your expertise to optimize cost control and ensure compliance with internal financial policies.


Responsibilities:

  • Lead complex financial modeling, including make-versus-buy assessments, capacity planning, and scenario analysis.
  • Champion continuous improvement initiatives related to financial processes, automation, reporting efficiency, and cost transparency.
  • Mentor and guide junior controllers or analysts, sharing best practices and building capability within the finance function.
  • Evaluate manufacturing KPIs such as productivity, efficiency, scrap, throughput, and continuous improvement outcomes.
  • Providing critical financial analysis and reporting for truck manufacturing costs, including forecasting and variance analysis.
  • Provide actionable insights that influence major decisions in production planning, investment strategy, cost deployment, and optimization projects.
  • Ensure CAPEX decisions support long-term manufacturing competitiveness and operational needs.
  • Support financial governance, ensuring alignment with corporate strategy and manufacturing objectives.
  • Serve as the primary financial advisor to senior plant leaders, providing forward-looking analysis and decision support
  • Managing and analyzing key manufacturing cost systems, such as SAP, and generating insights to improve cost efficiency.
  • Conducting monthly closing activities, including journal entries, account reconciliations, and financial adjustments.
  • Delivering clear, actionable reports to management to support strategic decision-making and operational excellence.
  • Ensuring compliance with Financial Procedures, internal controls, and audit requirements.
  • Driving collaboration across functions to enhance financial processes and achieve profitability targets.

Requirements:

  • Bachelor’s degree in accounting, finance or equivalent experience required. MBA, CPA, or CMA preferred.
  • 7-10+ years of experience in manufacturing finance, cost accounting, or business control.
  • Proficiency in SAP Financial Systems, MS Office (Excel, PowerPoint), and analytical tools; Power BI/Power Automate experience is an advantage.
  • Deep expertise with SAP FI/CO, manufacturing cost systems, and financial modeling.
  • Advanced skills in MS Office, analytics tools (e.g., Power BI), and automation platforms.
  • Demonstrated experience partnering with senior operational leadership.
  • Strong understanding of production flow, cost drivers, lean manufacturing, and operational KPIs
  • Manufacturing environment experience preferred.


Key Competencies:

  • Strategic thinker with strong business acumen and ability to influence decisions.
  • Exceptional analytical capability with high accuracy and attention to detail.
  • Strong leadership, communication, and interpersonal skills.
  • Ability to manage complexity and provide clarity in a fast-paced manufacturing environment.
  • Continuous improvement mindset and passion for driving financial and operational excellence.
Not Specified
Financial Advisor | Retirement & Wealth Planning
✦ New
Salary not disclosed
Waterford, CT 1 day ago

Financial Advisor


You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.


Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.


Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.


Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.


In this role, you will:

  • Build and maintain strong client relationships
  • Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
  • Develop new business and contribute to firm growth
  • Deliver a high-touch, personalized planning experience
  • Work alongside the team to support long-term client outcomes and firm expansion


Required Qualifications

  • Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
  • Active licensing appropriate to the role
  • Strong communication and relationship-building skills
  • Ability to develop business and generate revenue
  • Confidence leading client meetings and presenting recommendations


Preferred Qualifications

  • Experience working with retirement-focused clients
  • Insurance and advisory background
  • Existing network or ability to build relationships in the market
  • Holistic planning mindset
  • Ability to run workshops


If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

Not Specified
Patient Experience Advisor
🏢 PG Forsta
Salary not disclosed
Indianapolis, IN 4 days ago

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

  • Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

  • Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

  • Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

  • Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

  • Better together:We check our egos at the door. We work together, so we win together.

Location: Remote (U.S.) or Hybrid from Chicago, Boston, or South Bend hubs
Travel: Up to 25%


Position Overview: Patient Experience Advisor

As a Patient Experience Advisor, you will serve as a strategic partner to our clients, owning the day-to-day relationship focused on driving meaningful improvements in patient experience. You'll bring a deep understanding of the healthcare landscape-including key trends, challenges, and priorities-and use that knowledge to guide clients toward impactful solutions.

In this role, you'll collaborate cross-functionally with internal teams and client stakeholders to align on strategy, identify opportunities, and implement support processes that advance the client's patient experience goals. You'll leverage data analytics, industry best practices, peer networking, and Press Ganey's proprietary programs to deliver proactive insights that inform client decision-making.

Job Responsibilities include:

  • Lead the day-to-day execution of client improvement strategies, ensuring seamless coordination across Press Ganey support teams.

  • Develop a deep understanding of client stakeholder challenges and priorities, and align Press Ganey's solutions and insights to support strategic decision-making.

  • Deliver both on-demand and proactive improvement support, leveraging analytics and thought leadership to demonstrate Press Ganey's differentiated value.

  • Collaborate cross-functionally with internal teams-including consulting, marketing, data science, and knowledge management-to create and adapt innovative resources such as toolkits, blogs, case studies, and scalable insights tailored to key stakeholders.

  • Partner with Application Support Specialists to ensure timely and strategic follow-through that aligns with each client's patient experience (PX) strategy.

  • Work closely with product, technology, and delivery teams to identify emerging market trends and inform future solution development.

  • Coordinate and present regular client performance reviews in partnership with the Managing Director.

  • Lead and support industry programs, webinars, online communities, and events that foster client networking and reinforce Press Ganey's value proposition.

  • Collaborate with the Growth team to identify client needs and opportunities for improvement, delivering best practice recommendations that drive measurable impact.

Qualifications
  • Experience: 5+ years in healthcare, with a strong focus on patient experience improvement initiatives.

  • Expertise: In-depth knowledge of Hospital CAHPS (HCAHPS) and Clinician & Group CAHPS (CG-CAHPS), & Medical Practice required.

  • Skills: Exceptional interpersonal, communication, and presentation skills, with a polished executive presence.

  • Analytical Ability: Strong grasp of improvement methodologies, data analytics, and industry best practices.

  • Mindset: Passionate about patient experience, proactive in problem-solving, and committed to follow-through.

  • Adaptability: Comfortable in a fast-paced environment with the ability to manage multiple priorities.

  • Travel: Willingness to travel up to 25% for client engagements.

Education
  • Bachelor's degree required.

Work Model

To work #BetterTogether, we embrace a hybrid model for team members located near our hubs in Chicago, South Bend, or Boston. We gather in-office three days a week (Tuesday-Thursday), with remote flexibility on other days. This schedule may adjust based on travel needs.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $81,000 - $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Not Specified
Financial Advisor
Salary not disclosed
Dubuque, IA 4 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.

As a Financial Advisor, you will be responsible for the following:

General:


  • Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  • Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  • Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  • Markets the firm and develops its reputation with referral sources and the community.
  • Attracts new clients to the firm.
  • Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  • Supervises the work of other advisors and administrative support.
  • Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  • Develops and maintains internal and external Center of Influence (COI) relationships.


Advisory:


  • Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  • Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  • Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  • Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  • Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  • Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  • Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  • Researches new investment products and vendors.
  • Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  • Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  • Advises clients on appropriate financial products in the context of their plans.


Supervisory Responsibilities:


  • Wealth Analysts and Financial Advisors, if applicable.


Qualifications:


  • Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
  • Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  • Holds appropriate advisory licenses as required by the SEC and state agencies
  • Completion of CFP program and examination
  • Brings a minimum of five years and a median of seventeen years of experience in the role
  • PC, phone system, general office equipment
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  • Strong verbal and written communication skills and strong interpersonal skills
  • Ability to maintain strict confidentiality
  • Ability to effectively promote Nicolet as an employer of choice
  • Basic knowledge of banking positions
  • Strong organizational, multi-tasking and prioritizing skills
  • Self-motivated and resourceful
  • Strong leadership and delegation skills


Benefits:




  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
Not Specified
Trust Advisor
🏢 Nicolet National Bank
Salary not disclosed
Iowa City, IA 3 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.

As a Trust Advisor, you will:


  • Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  • Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  • Monitor transactions for completion and accuracy.
  • Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  • Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  • Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  • Coordinate and prepare tax-related payments information with clients and outside professionals.
  • Provide information to Fiduciary Officers for client meetings.
  • Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  • Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  • Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  • 3+ year's personal trust relationship management or related experience.
  • Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  • Client-centered focus with excellent strategic thinking and consultative skills.
  • Strong organizational, multi-tasking and prioritizing skills.
  • PC, phone system, general office equipment.
  • Proficiency with Microsoft Office applications.
  • Ability to maintain strict confidentiality.
  • Ability to effectively promote Nicolet as bank of choice.
  • Self-motivated and resourceful.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
Not Specified
Licensed Mental Health Counselor
🏢 Headway
Salary not disclosed
Scottsdale, AZ 2 days ago
Licensed Mental Health Counselor at Headway summary:

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Licensed Mental Health Counselor (LMHC)

Wage: Between $120-$131 an hour

Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.

About you

● You’re a fully-licensed Mental Health Counselor at a Master’s level or above with LMHC, LPCMH, or LIMHP licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.

● You’re ready to launch a private practice, or grow your existing business by taking insurance.

About Headway

Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who’d otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we’ve helped over 50,000 providers grow their practices, reaching countless people in need.

How Headway supports providers

- Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.

- Built-in compliance: Stay compliant from day one with audit support and ongoing resources.

- Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.

- Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.

- Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.

- Built-in EHR features: Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.

- Free continuing education: Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.

How Headway supports your clients

● Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.

● Instant verification: Clients can easily check their insurance status and get the care they need without disruption.

Please note: At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.

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Keywords:

Mental Health Counseling, Licensed Mental Health Counselor, Private Practice, Insurance Credentialing, Behavioral Health, Patient Care, Compliance Support, Electronic Health Records, Continuing Education, Psychotherapy
Not Specified
Senior Government Solutions Engineer
🏢 Iridium
Salary not disclosed
Chandler, AZ 4 days ago

Company Overview

Iridium is an award-winning and innovative satellite communications company with bragging rights to the only network that offers voice and data connectivity anywhere in the world. For over 20 years, Iridium’s unique network and services have supported critical communications needs for individuals, businesses, and the evolving Internet of Things.

At Iridium, we understand the importance of staying connected and the limitations of traditional communications networks. People across the globe, including first responders, humanitarians, global militaries, scientific researchers, and lone workers, as well as ships, aircraft and remote operations all rely on Iridium to stay connected. We take our responsibility for providing these essential communications very seriously and pride ourselves on offering a reliable lifeline when needed. Likewise, Iridium is committed to providing an exciting and innovative workplace, where employees are challenged to think outside the box and collaborate on new, bold ideas and solutions. Our talented teams are passionate about their work and the impact our company makes around the world. Iridium fosters an empowering and inclusive culture that allows employees to genuinely be their best selves. We are looking for others who want to join this truly unique company that celebrates our employees and provides the opportunity to truly make a difference in the world.

What We’re Looking For:

If you are experienced in designing and optimizing communications solutions, particularly within VoIP, wireless, and cloud-based systems, and have a proven track record of collaborating with partners and customers, then you will be excited about the Principal Government Solutions Engineer opening with Iridium on our U.S. Government Team. As a Principal Government Solutions Engineer, you’ll be responsible for managing multiple activities and projects, including collaborating with cross-functional teams to develop innovative communication solutions and ensure alignment with Iridium’s initiatives. In this role, you will focus primarily on advising clients and partners, integrating emerging technologies, and delivering scalable, cost-effective solutions that meet the unique needs of government customers. You will thrive in this role if you have strong problem-solving skills, a customer-centric approach, and the ability to translate technical requirements into practical applications while proactively driving project success.

Active Top Secret (TS) security clearance required; TS/SCI strongly preferred. Candidates with an active TS clearance must be eligible and willing to obtain SCI access. (A U.S. Security Clearance that has been active in the past 24 months is considered active).

What You’ll Do:

  • Architect mission-focused solutions that integrate Iridium Mobile Satellite Services (voice, data, and IoT) with tactical radios, network infrastructure, mission applications, and cloud platforms to meet U.S. Government requirements for operations, cybersecurity, resiliency, and interoperability.
  • Work directly with government agencies, partners, and internal cross-functional teams to understand requirements, propose solutions, and ensure alignment with Iridium’s initiatives
  • Identify and integrate innovative technologies into existing systems to enhance efficiency, scalability, and cost-effectiveness
  • Serve as a technical advisor, providing guidance on system capabilities, troubleshooting complex issues, and ensuring optimal system performance
  • Lead and coordinate multiple projects simultaneously, ensuring timely delivery, adherence to technical specifications, and alignment with client objectives
  • Foster strong relationships with government clients, deliver technical presentations, and provide training to ensure effective use of Iridium solutions
  • Deliver clear, persuasive presentations of technical solutions and recommendations to customers in one-on-one meetings, briefings, and large conference settings, tailoring content to both technical and executive audiences
  • Monitor industry trends, gather feedback from stakeholders, and recommend process improvements to enhance the overall performance and value of Iridium’s solutions

What You’ll Need to Succeed:

  • Bachelor’s degree in Business, Engineering, or related field OR equivalent relevant experience in lieu of degree
  • 10+ years of relevant experience in the satellite or military communications industry
  • Excellent communication skills, with the ability to convey products, deliverables, analyses, and/or issues clearly and confidently, and recognize and adapt to different communication techniques
  • Comfortable speaking in front of audiences (small working groups and at industry conferences)
  • Can easily build meaningful relationships with others, including senior leadership outside of your own department, and is comfortable providing constructive feedback to your team members and management
  • Ability to support relationships and network internally and externally to facilitate business objectives
  • Be able to analyze a situation or problem, generate effective solutions, and see those solutions through to completion
  • Must possess the creativity and resourcefulness needed to make reliable decisions and determine methods on new assignments
  • Can thrive in a dynamic environment by handling multiple tasks and managing shifting priorities
  • Be proactive in sharing knowledge you’ve learned with others

Things That Would be Great if You Brought to the Table:

  • Prior military, DoD (Department of Defense) civilian, or DoD contractor experience
  • Knowledge of Iridium call processing, gateway architecture, and Space Vehicle (SV) interactions

We’ll also need you to:

  • Be able to travel up to 30%
  • Be a US Citizen

Work Environment:

This position primarily works in an office setting and is largely sedentary with the majority of the position working with a computer. The role typically requires the use of basic office equipment such as a phone, video, computer, keyboard, mouse, and printer.

Iridium is an Equal Opportunity Employer, including individuals with disabilities and protected veterans.

Not Specified
Beauty Advisor
🏢 Saks
Salary not disclosed
Chevy chase, MD 2 days ago
Beauty Advisor

The Beauty Advisor will be responsible for interacting with clients and providing an elevated client experience. This individual has a strong desire to sell and uses their working knowledge of the beauty business as well as the many services and tools offered to obtain and grow their business. The Beauty Advisor utilizes this knowledge to provide clients with personalized assistance to enhance their shopping experience and reach set goals.

Who You Are:

  • Generates a variety of approaches to problem solving new and novel ideas
  • Actively collaborates and contributes to a positive and inclusive team dynamic
  • Constantly looking for opportunity to improve the way things are done
  • Demonstrates comfort in flexing all communication styles and establishes positive interpersonal relationships
  • Has a good sense of timing, is a good listener, and can get cooperation with little disruption

You Also Have:

  • Minimum 1 year retail experience, within the Beauty industry
  • Previously demonstrated successful sales experience, achieving or exceeding goals
  • Ability to learn and utilize online clienteling tools and software and are comfortable using social media and technology.

As The Beauty Advisor, You Will:

  • Focus on achieving and exceeding individual Cosmetic sales goals, event sales goals, and department daily & monthly sales goals
  • Provides a dynamic service presence to each location
  • Skilled at asking appropriate questions to identify a client's needs in order to effectively provide them guidance or directions
  • Actively participate on social media; Instagram, etc. to grow your personal brand and business
  • Demonstrate professional make-up and treatment consultation and application
  • Maintain a consistent high level of service by creating and developing excellent client relationships as the brand expert and department representative
  • Cross sell beyond one line to drive results and build the client's basket
  • Thoroughly knowledgeable on all in-store services and proactively offers the appropriate service to a client to further personalize and enhance their shopping experience
  • Maintain a positive image as a liaison between the company and Account Executives
  • Utilize online clienteling resource tool to record and maintain client information and preferences to drive your business
  • Focus all efforts on providing an exceptional client experience from approach, to application, to closing the sale and following up with the client
  • Maintain counter standards by ensuring a clean, tidy and welcoming space
  • Ad hoc responsibilities as needed

Your Life and Career at SFA:

  • Be a part of a team of disruptors focused on stores and redefining the luxury experience.
  • Exposure to rewarding career advancement opportunities, from retail to supply chain, to digital or corporate
  • A culture that promotes a healthy, fulfilling work/life balance
  • Benefits package for all eligible full-time Associates (including medical, vision and dental)
  • An amazing Associate discount

Salary and Other Compensation:

The starting hourly rate for this position is between $19.26-25.68 per hour. Factors which may affect starting pay within this range may include market, skills, experience and other qualifications of the successful candidate. This position is eligible for commissions in accordance with the terms of the Company's plan. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance).

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

SFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SFA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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. SFA welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.

Not Specified
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