Senior Client Advisor Jobs in Usa
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Senior Solution Architect
Location: Hybrid – Chicagoland HQ or Springfield, IL
Employment Type: Full-Time / Permanent
Organization: Consulting Services / Service Delivery
About the Role
We are seeking a Senior Solution Architect who brings both strategic advisory capability and hands-on technical depth across modern enterprise platforms. This is a client-facing leadership role responsible for shaping solution strategy, influencing executive stakeholders, and guiding the delivery of scalable, future-ready architectures.
This role plays a key part in business development, helping craft proposals, solution estimates, resource models, and architectural roadmaps for complex enterprise engagements.
What You’ll Do
- Lead solution architecture for large-scale initiatives ($3M–$30M), balancing quick wins with long-term sustainability.
- Translate business needs into clear technical strategies and architecture roadmaps.
- Drive end-to-end solution design across backend, frontend, DevOps, infrastructure, and cloud ecosystems.
- Act as a trusted advisor to clients and executives—communicating decisions with clarity and confidence.
- Architect solutions leveraging the Microsoft ecosystem (Azure, MS SQL, Dataverse, Dynamics, Power Platform, M365).
- Apply integration patterns, microservices, distributed systems, and resilience design principles.
- Partner closely with Product, Delivery, and Client teams to ensure alignment and execution success.
- Support proposal development, estimation, and technical pre-sales conversations.
- Mentor architects and technical delivery teams; promote reusable frameworks and reference architectures.
- Embed governance, compliance, and security standards into solution designs.
What You Bring
- 20+ years of enterprise technology experience.
- 10+ years solutioning and estimating complex architectures, ideally in a consulting or professional services environment.
- Proven leadership designing and guiding multi-disciplinary technical teams.
- Deep technical expertise across:
- Cloud (Azure preferred)
- Integration architecture & distributed systems
- Backend & frontend platforms
- DevOps, CI/CD, Infrastructure-as-Code
- Modern data and API design patterns
- Strong executive communication and stakeholder influence skills.
- Ability to work in ambiguous, high-stakes environments with pace and confidence.
Nice to Have
- Advanced degree in CS, Engineering, or related field
- Microsoft / Azure / Dynamics / Architecture Certifications
- Experience delivering digital transformation initiatives across multiple industries
- Published thought leadership or conference speaking background
Core Impact Areas
- Strategic Solution Architecture
- Client Advisory
- Proposal & Estimation Leadership
- Enterprise Integration Strategy
- Governance & Architecture Standards
- Cross-Functional Collaboration
- Delivery Oversight
- Risk Analysis
- Roadmapping & Innovation Enablement
INT
Job Title: Senior Technical Account Manager
Location: San Francisco Bay Area, California
Duration: Direct Hire
Salary: $170K Base Plus 40% Bonus Plus Excellent Benefits
Job Summary
We are seeking a seasoned Senior Account Manager with a strong track record in technical sales to join our dynamic team in Silicon Valley. The ideal candidate has strong industry knowledge, a consultative sales approach, and the ability to manage complex customer relationships in a fast-paced, innovation-driven environment.
This position will have a strong focus on emerging markets including AI infrastructure, Data Centers, power electronics, semiconductors, advanced electrical materials, and EV. The Senior Account Manager responsibilities include pipeline development, business planning, product marketing strategy, portfolio management, and production forecasting.
Knowledge, Skills & Abilities (KSAs)
- Ability to understand and use product management tools (ROI calculations, lifecycle management, forecasting)
- Ability to communicate effectively, orally and in writing; strong cross-cultural communication skills
- Strong people skills and the ability to influence cross-functional teams
- Knowledge of business and product development principles, including engineering, operations, QA, sales, and CS
- Technical familiarity with electrical materials, magnetic materials, power electronics, thermal technologies, semiconductor-adjacent components, and/or Data Center systems supporting AI hardware
- Ability to understand customer technical requirements and translate them into product specifications and business strategies
Essential Job Functions
- Develop and execute strategic account plans to drive revenue growth across key enterprise and mid-market clients
- Manage the entire sales cycle from qualification through contract negotiation and closing
- Build trusted relationships with clients, acting as a technical and business advisor
- Collaborate with cross-functional teams—including engineering, marketing, and product management—to deliver tailored solutions
- Analyze market trends, competitor activities, and customer needs to identify new opportunities
- Provide accurate forecasts and maintain CRM data integrity
- Represent the organization at industry events, trade shows, and client meetings
- Use personal judgment and initiative to develop solutions for sales, customer service, and marketing challenges
- Assist with customer issue escalation and resolution
- Coordinate with R&D and engineering on technical requirements related to thermal management, magnetic materials, electrical materials, semiconductors, and power electronics
- Serve as liaison between customer and vendors/suppliers/factories throughout product lifecycle for issues related to pricing, quality, design, costs, and delivery
Qualifications
- Bachelor’s degree in Engineering, Business, or a related field (Master’s preferred)
- 5–10+ years of experience in technical or enterprise sales, preferably in hardware
- Proven success managing large, complex accounts and multimillion-dollar deals
- Strong communication, negotiation, and relationship management skills
- Technical aptitude with the ability to translate complex solutions into clear business value
- Ability to work well in a cross-cultural environment
Required certification or license: IAODAPCA certification as CERTIFIED ALCOHOL AND OTHER DRUG COUNSELOR (CADC) or IC&RC Counselor certification CRADC, CSADC, CAADC or LSW, LCSW, LPC, or LCPC Join Our Team and Together, we'll continue BUILDING BETTER FUTURES! Benefits & Perks: We provide a competitive and comprehensive benefits program that offers the protection, peace of mind and flexibility designed to support you – both at home and at work.
Medical & Dental & Vision Insurance Flexible Spending Accounts Basic Life & Short-Term Disability Insurance 401(k) Life Assistance Program (LAP) Tuition Assistance Program Paid Time Off (PTO)
* Paid Holidays
* Paid Training Advancement Opportunities Who We Are: Abraxas Youth & Family Services is a national nonprofit human services provider dedicated to Building Better Futures for at-risk youth, adults, and families.
Our diversified array of services includes alternative education, outpatient counseling, in-home services, shelter, detention, residential treatment and re-entry/transition services.
Since 1973, Abraxas team members have positively impacted the lives of those we serve and the communities in which they live.
LICENSES/DESIGNATIONS/CERTIFICATIONS: Current licensure, CADC, or IC & RC required LPC or LSW or LCSW or LCPC ( LCPC preferred) Two (2) years’ experience working with Substance abuse.
Preferred.
Two (2) years of counseling experience.
Ability to work independently.
Ability to exercise discretion and use independent judgment in making decisions.
Ability to promote positive behavior and manage resistant behavior.
At least twenty-one (21) years of age.
Valid driver’s license from employee’s state of residence.
Ability to work with computers and the necessary software typically used by the department.
Why Should You Consider Abraxas? At Abraxas, we celebrate the richness of our diverse employees and the communities we serve.
We are actively committed to building a culture of awareness and belonging, as we strive to ensure we are a welcoming, inclusive, and culturally competent organization.
As we work to make a difference in people’s lives, we are dedicated to respect, equity, and the engagement of those we serve and our employees.
As a Trauma-Informed Care Organization, we firmly believe in recovery and that our clients can lead fulfilling and meaningful lives, and we consider it an honor and a privilege to assist them in their journey.
Whether you’re looking to begin a rewarding career or you’re a seasoned professional wanting a new challenge, we have a place for you and opportunities for development at all levels.
At Abraxas, everything we do centers around people.
That is why we are committed to providing you with competitive pay and comprehensive benefit options that help make your life easier and healthier, with a focus on providing choice when it comes to physical, emotional and financial wellness.
Our benefit options meet you where you are in your life and set you up for success both in and outside of work.
If you want to have a positive impact in the lives of others, come join us! Equal Opportunity Employer Abraxas Youth & Family Services, an affiliate of Apis Services Inc., offers a rewarding career for those passionate about making a difference in the lives of others.
Abraxas is a great place to start your career whether you have a high school diploma or GED, military experience, some college, or a bachelor or advanced degree.
If you are interested in counseling, juvenile justice, psychology, social work, teaching or just want to make a difference, we have a career path for you.
We are Hiring and We Want You on Our Team! About Company: Apis Services, Inc.
(a wholly owned subsidiary of Inperium, Inc.) provides a progressive platform for delivering Shared Services to Inperium and its Constellation of affiliate companies.
Allowing these entities to advance their mission and vision.
By exploring geographical program expansion and focusing on quality outcome measures to create cost savings that result in reinvestment into the organizations stakeholders through capacity creation and employee compensation betterment.
Apis Services, Inc.
and affiliate’s provide equal employment opportunities for all employees and applicants for employment in compliance with all federal and all applicable state and local laws and regulations, including nondiscrimination in hiring and employment.
All employment decisions are made without regard to race, color, religion, gender, national origin, ancestry, age, sexual orientation, gender identity and expression, disability, genetic information, marital status, pregnancy/childbirth, veteran status or any other basis protected by law.
This policy of non-discrimination and equal employment opportunities extends to every phase and aspect of hiring and employment.
The Capital One Privacy Compliance & Risk team is seeking a Senior Manager with a passion for mitigating privacy risk at a tech-focused financial institution. The Senior Manager will join us to perform key privacy compliance activities on the second line of defense and will help manage privacy risk.
The Compliance Privacy Senior Manager performs a key risk management role to ensure compliance with applicable federal and state Privacy laws and regulations and a growing portfolio of international Privacy laws and regulations. The Compliance Privacy Senior Manager will apply risk, process management, and analytical skills to drive action to support privacy risk objectives. A successful Compliance Privacy Senior Manager is a highly motivated, forward-thinking self-starter who takes ownership, can work autonomously, is quick to adapt, technologically adept, and a committed learner.
Responsibilities:
- Actively follow privacy trends across the country, including the development of new privacy laws and emerging privacy risks
- Maintain subject matter expertise of applicable privacy international and domestic laws and regulations, including but not limited to TCPA, TSR, CAN-SPAM, GLBA, FCRA, FACTA, FFIEC guidance, CCPA, and GDPR
- Provide advice and effective challenge on privacy risks and support business lines through various interactions and forum engagements
- Actively engage with others within the department, including other subject matter experts and transaction testing team members
- Advise business lines on application of privacy requirements, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and changes in law or regulation
- Participate on complex projects by providing guidance, advice, and effective challenge
- Participate in reporting activities used by Senior Leadership
- Travel to various Capital One locations as necessary
The ideal candidate will possess:
- Clear results orientation and focus on achieving both short- and long-term goals
- A proven track record of supporting and working across business lines and functions and with a senior management team
- Ability to navigate \"white space\" or ambiguous situations to drive and execute an agenda in a fluid environment
- Solid teamwork skills: ability to build and leverage the capabilities of a high-performing team
- Highly developed interpersonal, presentation, and communications skills (written and oral) coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal, and negotiation skills
- Strong judgment, influencing skills, integrity, and discretion in handling highly sensitive issues
- Ability to effectively challenge first line of defense risk taking, risk assessments, and risk mitigation efforts
- Successful track record of thriving in both a highly regulated industry and a fast paced, entrepreneurial, and dynamic environment
- Strong project management, process management, and organizational skills
- A collaborative, energetic, solution-oriented, and innovative leadership style
- Ability to balance operating independently with appropriate escalation and interaction with senior leadership
- Willingness to work as a team player and interact with associates across functions, departments, and job levels, both inside and outside the Compliance Department
- Understanding of key regulatory and audit requirements and three lines of defense risk management framework
Basic Qualifications:
- Bachelor's degree or military experience
- At least 7 years of privacy, compliance, risk management, legal or audit experience
Preferred Qualifications:
- Juris Doctor or Master's degree
- 8+ years of privacy, compliance, risk management, legal or audit experience at a financial institution
- 3+ years of experience in strategic consulting and strategic initiative management
- 3+ years of people management experience
- Certified Information Privacy Professional (CIPP), Certified Risk Professional (CRP) or Certified Regulatory Compliance Manager (CRCM)
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based on the agreed upon number of hours to be regularly worked.
McLean, VA: $170,800 - $194,900 for Compliance Advisor Sr. Manager
New York, NY: $186,300 - $212,700 for Compliance Advisor Sr. Manager
Richmond, VA: $155,300 - $177,200 for Compliance Advisor Sr. Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website.
Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace.
Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-8 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to .
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Rapid Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who are looking to start or continue to grow a thriving career in B2B sales.
Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.
Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.
Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.
End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.
The Journey To Business Advising: Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.
Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.
Rapid Finance will not sponsor applicants for work visas of any kind for this position. Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.
What We Love About You:
- Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
- Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred)
- You're able to quickly build rapport, earn the trust of your clients and keep them coming back
- Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed
- Enthusiasm and energy be ready to fully commit to this career and everything that comes with it with a competitive spirit.
- Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
- Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.
Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.
What You Will Love About Us:
At Rapid Finance, we support our team members' growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us! We are ranked a Top Workplace in Washington D.C. and the Nationthese awards mean the world to us because it's based on feedback from our people!
We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.
Not to mention all of the other amazing rewards that working at Rapid Finance offers.
- Medical/Dental/Vision coverage
- Employer-matched 401(k) plan
- Paid Time Off and 10 paid Holidays
- Paid Parental Leave
- Disability Benefits (short term and long term)
- Life and Accidental Death Insurance - Supplemental benefit programs: critical illness/accident hospital indemnity/cancer
- Employee Assistance Programs (EAP)
- Extensive employee wellness programs
Rapid Finance is committed to a diverse workforce and is an Equal Opportunity/Affirmative Action Employer (M/F/Disability/Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.
Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.
As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.
What you'll do as an In-plan Client Support Advisor:
- Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
- Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
- Adapt a client first approach to provide an exceptional client experience
- Educate and service 10-12 clients daily
- Identify additional/future client needs and refer the client to their local advisor
We provide the support. You create the possibilities.
This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.
What our employees love most about working at the Retirement Education Center:
- This is a salary paid position with a monthly incentive bonus
- Company paid licensing (includes exams, materials and study time)
- Servicing existing clients (no cold calling or prospecting)
- Ongoing training & development including mentorship
- Work/life balance including 24 days of paid time off in first year + holidays
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
- Flexible work environment with the opportunity to work remotely
- Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues
Requirements:
- Bachelor's Degree or Equivalent
- 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
- Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
- Experience in developing trusting relationships with clients
- Ability to collaborate and drive results
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
LHH is seeking a Senior Compliance Consultant to join their client's growing regulatory solutions team. This role plays a key part in supporting employer-sponsored benefit plan compliance while contributing to a highly collaborative, fully remote culture.
What You'll Do
- Serve as a trusted advisor to brokers, TPAs, PBMs, and employer clients, providing clear guidance on federal and state requirements for health and welfare benefit plans.
- Respond to 25-30 daily inquiries through a dedicated compliance helpline, ensuring timely, accurate support within a 24-hour window.
- Create and deliver engaging compliance trainings, including webinars, virtual presentations, and occasional in-person sessions.
- Draft bi-weekly articles, tools, and resources that translate complex regulatory developments into practical insights.
- Monitor legislative and regulatory updates, acting as an internal subject-matter expert while supporting product development and team knowledge-sharing.
- Collaborate to refine workflows, mentor colleagues, and elevate the overall client experience.
Who You Are
- A compliance professional with 5+ years of experience in employee benefits or health & welfare regulatory consulting; JD strongly preferred, with inhouse experience highly valued.
- Well-versed in ERISA, COBRA, ACA, Section 125, MHPAEA, HIPAA, and related requirements.
- Skilled at distilling complex legal concepts into clear, actionable verbal and written communication.
- Organized, client-focused, and able to manage multiple priorities in a fast-moving environment; experience with research tools such as EBIA or Westlaw is a plus.
What We Offer
- Compensation range: $120,000-$140,000 (cannot exceed $140K).
- Fully remote role; EST or CST preferred. Approved hiring states include: AZ, FL, GA, IN, IA, KY, LA, MD, MI, MN, MO, MT, NE, NV, NM, NC, ND, SC, SD, TN, TX, and UT. (No CA or PA candidates.)
- Robust benefits package including medical, dental, and vision plans; HSA and FSA options; 401(k) with automatic company contribution; company-paid life and disability insurance; EAP; and paid time off.
- Unlimited (but responsibly managed) PTO and company-provided equipment.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements
School Counselor
Hiring for 2026-2027 School Year, 12-month position
Boca Prep International School is seeking a School Counselor to join our team. The ideal
candidate should be someone who prioritizes the overall well-being and social-emotional
nature of every student while promoting the development of young people to contribute
proactively to the ongoing work towards a better world.
Founded in 1997, Boca Prep has been providing a student-centered, college-preparatory,
International Baccalaureate (IB) education for students in preschool through 12th grade as
an independent school. The school was IB authorized in 2009 and became an IB World
School in 2016, offering all three programs of the International Baccalaureate, as well as
extracurricular activities, community service, performance programs, and the performing
arts, all emphasized alongside the highest expectations for academic engagement and
attainment. With over 50 countries represented in our student body, Boca Prep has
developed its own community with an international perspective. With small class sizes and
an experienced, caring faculty, we help students become lifelong learners and global
citizens.
Boca Prep is an International Education Systems (IES) school. Students and faculty from IES
schools are members of a worldwide network of international schools that collaborate,
share expertise, and facilitate cultural and linguistic exchanges. IES schools focus on the
individual student through small classes, mentoring, and a personalized learning system. IES
schools stress internationalism, whether through IB programmes or national programmes
that include an emphasis on internationalism, privilege language learning as a key skill in a
globalized world, promote academic rigor, stress the development of character,
self-discipline, and learning how to learn, and are flexible about the distinctive needs of the
different societies and communities that they serve.
The position of the School Counselor:
The counselor is responsible for the overall social and emotional well-being and success of
all students. The tasks under this role include, but are not limited to:
School Counselor
● Provide short-term, solution-focused counseling to students and families seeking
support.
● Understand and be guided by the ASCA Ethical Standards for School Counselors.
● Provide crisis intervention, including assessment and clinical support during
emergencies (e.g., risk of harm to self or others, mandated reporting situations).
● Provide regularly scheduled in-class guidance lessons for all grade levels, as
appropriate.
● Request and review current student accommodations and IEP plans, and
communicate accommodations to all teachers.
● Set regular meetings to monitor student behavior, convene the student support
team, and communicate with the student’s family.
● Participate in meetings with faculty to support students who exhibit social-emotional
behavioral issues or whose enrollment status may be in jeopardy.
● Provide conflict mediation between students, faculty, and parents for specific issues,
as appropriate.
● Collaborate with divisional leadership to host restorative circles.
● Facilitate group counseling sessions that are responsive to students' needs.
● Provide faculty consultation and student observations.
● Meet with students of concern as needed. Document the meeting, follow up with
parents, and inform school administrators and faculty of all student concerns as
necessary.
● Manage and document counseling cases with professionalism and confidentiality,
including follow-ups and case notes.
● Offer referrals and coordinate access to outside mental health professionals and
community-based resources, based on counselor assessment and family needs.
● Other duties as assigned.
College Counselor
● Own all aspects of the college counseling process for Boca Prep students, including,
but not limited to:
○ Assist students with finalizing college applications prior to the early
action/early decision deadline of senior year.
○ Hold regular workshops to help seniors have a successful college transition.
○ Assist students with registering for College Board tests.
○ Stay abreast of trends related to college admissions by attending webinars,
counselor calls, counselor fly-ins, conferences, and other professional
development opportunities.
○ Support students with their college applications, including their college
essays.
○ Write letters of recommendation for students as needed.
○ Host parent workshops/seminars to explain the college admissions process.
○ Schedule and coordinate on-site college visits at Boca Prep, and advocate for
Boca Prep students with college admissions officers during university visits.
○ Maintain a spreadsheet of all seniors from January to graduation, and bring
forward any concerns about progress to the administration.
○ Teach up to two sections as needed.
School Registrar
● The school registrar will be responsible for maintaining all student transcripts and
records, as well as data entry. The tasks under this role include, but are not limited
to:
○ Conduct enrollment verification (course audits under state standards).
○ Register all new students and maintain registration records on all current
students.
○ Conduct student registration meetings to develop course requests for master
scheduling.
○ Ensure that all students have completed the expected coursework upon
enrollment and that current students are progressing along the expected
course trajectory.
○ Communicate with new families if their child requires additional coursework
prior to being admitted to Boca Prep.
○ Maintain all student academic records/cumulative folders.
○ Prepare and distribute progress reports and report cards to families by
specified dates.
○ Process transcripts upon request.
○ Complete school transfer and withdrawal requests.
○ Other duties as assigned.
Qualifications
● Bachelor's degree in school counseling, psychology, guidance, education, or a related
field. Master's degree preferred.
● Three years of successful school counseling experience in an independent school
setting. IB experience preferred.
● A high degree of professionalism, collegiality, and personal conduct both in and
outside of school.
● Effective collaborator with the ability to thrive in a one-person counseling team.
● Proficiency with educational software and technology, including knowledge of
Google Suite.
● Demonstrates a genuine interest in actively participating in the wider Boca Prep
community beyond regular school hours.
● Big-picture thinker with a keen eye for detail.
● Ability, willingness, and judgment to interact and communicate effectively and
positively with all constituents in a school environment.
● Comfortable with ambiguity and change inherent in a school environment;
willingness to adapt and pivot as needed.
● Exhibits a high level of professionalism, respectful collaboration, and exemplary
personal behavior both on and off campus.
● Possesses the discretion, communication skills, and interpersonal awareness to
engage positively with all members of the school community.
● Capable of navigating the dynamic nature of a school setting with flexibility and a
readiness to adjust as circumstances evolve.
● Shows passion and dedication to supporting the School’s mission and vision.
● Commitment to continuous professional growth and development.
● Willingness to be involved in the life of the school.
● Proficiency in the Google Suite (Docs, Sheets, Drive, etc.) is required.
● Excellent verbal, written, and presentation communication skills.
● Preferred: Bilingual or multilingual abilities.
The compensation package includes a full range of employee benefits.
Boca Prep provides a
competitive salary aligned with an individual’s experience and qualifications. Qualified
candidates should send a resume/CV, a letter of interest, and salary expectations to Chuck
Maddox, Head of School:
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
CVWalletExtranet.Domain.Entities.JobShortDescription
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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:
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Remote working/work at home options are available for this role.