Senior Document Controller Jobs in Usa

The Assurance Experienced Senior will be responsible for coordinating the day-to-day \"in-charge\" duties of planning, fieldwork, and \"wrap-up\" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.

Control Environment

• Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
• As Auditor in charge is responsible to the engagement manager for the day-to-day conduct of the audit work and in particular for ensuring that the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and to budget
• Applies knowledge of transactional flow and key transactional cycles to complete audit work
• Documents, validates, and assesses effectiveness of internal control system
• Determines and communicates improvements to client internal controls and accounting procedures
• Supervise the work of audit staff and review workpapers and conclusions and explaining any shortcomings to them

GAAP

• Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
• Understand and effectively communicate financial statement disclosure requirements to clients
• Identifies and applies new pronouncements to client situations
• Identifies, analyzes, and discusses alternative generally accepted accounting principles for the client, when necessary, with the Manager, Senior Manager and engagement partner
• Identifies complex accounting issues and brings them to the attention of superiors for resolution

SEC and PCAOB

• Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles.
• Reads and reviews clients' SEC filings, ensuring accuracy and completeness, and also ensuring all financial information is supported in the workpapers and appropriately tested
• Prepares required communications to the Client and the Audit Committee
• Plans and executes Section 404 internal control audit including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies, and assessing the overall financial reporting control environment.

GAAS

• Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.
• Formulates and communicates the audit plan
• Applies GAAS to a variety of complex issues and consults others as appropriate
• Applies of audit skepticism and determines when to reduce or expand testing
• Uses BDO audit manuals as appropriate for the situation
• Documents deviations from BDO policy with approval
• Look for opportunities to suggest improvement to company's internal controls and prepare draft communication required by professional standards.

Methodology

• Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products.
• Applies BDO audit approach and methodologies, including tools and technology, to execute the audit with quality, efficiency, and completeness despite pressures of deadlines
• Identifies and proposes outcomes to critical issues

Research

• Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
• Applies knowledge of the use of internal and external research tools and selects methodology for routine research requests
• Researches more complex areas of accounting and forms an initial opinion on the correct treatment independently and considers and documents the impact on the client and audit engagement
• Documents and organizes complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.
• Assist the engagement manager with gathering sufficient appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy

Project Management

• Coordinate timing of planning, fieldwork, and review with audit team and client and assist engagement executives in developing the audit engagement budget and identify appropriate resources.
• Develop the draft Audit Engagement Planning Memorandum, audit programs and budgets
• Establish with the engagement manager the responsibilities of individual audit staff for specific areas of audit work
• Monitor and report engagement budget to actual and advise engagement executives of possible overruns

Other duties as required

Supervisory Responsibilities:

• Supervise a team of audit professionals ranging in size from 1 to 5
• Provide verbal and written performance feedback to associates
• Teach/coach associates to provide on the job learning

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy, preferred

Experience:

• Three (3) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Prior basic supervisory experience, preferred

License/Certifications:

• Eligible to sit for the CPA exams upon starting employment, required, and actively pursuing completion of the exams, required
• CPA, preferred

Software:

• Proficient with Microsoft Office Suite, preferred
• Experience with assurance applications and research tools, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Possess proven solid verbal and written communication skills
• Possess people development and delegation skills
• Possess executive presence - needs to be able to be primary contact for the client
• Ability to \"in-charge\" all stages of the audit, including planning, fieldwork, and \"wrap-up\"
• Ability to perform the completion of an audit of a complex company
• Ability to prepare and/or review financial statements with disclosures in accordance with GAAP requirements.

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $95,000 - $130,000 Cleveland, Ohio Range: $80,000 - $92,000 Colorado Range: $80,000 - $105,000 Illinois Range: $85,000 - $100,000 Maryland Range: $92,000 - $110,000 Minnesota Range: $80,000 - $92,000 New Jersey Range: $96,000 - $103,000 NYC/Long Island/Westchester Range: $80,000 - $115,000 Washington Range: $80,000 - $105,000 Washington DC Range: $92,000 - $110,000

Miami University is seeking an enthusiastic and collaborative Assistant or Sr. Assistant Director of Academic Recruitment and Outreach to join our dynamic Admission team. Reporting to the Director or Associate Director of Academic Recruitment and Outreach, this role will be instrumental in supporting the recruitment and yield efforts for one or more specific academic colleges or programs within the University. The Assistant Director will serve as a key liaison between the Office of Admission and academic departments, helping to attract and enroll students who are a strong fit for Miami's diverse and rigorous academic offerings. This position requires a professional who is passionate about higher education and committed to upholding Miami's Code of Love and Honor through dedicated service and impactful engagement.

In addition to managing a small recruitment territory, the Assistant or Sr. Assistant Director of Academic Recruitment and Outreach will be primarily responsible for supporting the recruitment and yield strategies for a designated academic college(s) or specific programs within Miami University. This individual will work closely with academic faculty and staff to articulate the unique value propositions of their programs to prospective students and families. The Assistant or Sr. Assistant Director will play a key role in developing and implementing strategic recruitment and outreach initiatives that support assigned academic divisions' specific enrollment goals. This position, reporting to the Office of Admission and embedded in appropriate operations of the assign academic division(s), is responsible for identifying opportunities for impactful storytelling, strategic and tailored recruitment and yield efforts that shape enrollment for the division(s), and training across teams that will elevate the division's programs, brand, and students' needs at each stage of the admission process.

This position is approved for remote work on a hybrid basis. Remote work is not a right, but a working arrangement that can be modified or revoked by Miami University at any time, for any reason.

Collaboration & Leadership:

Provide politically savvy and diplomatic partnership in efforts to improve student, family, and community stakeholder experiences with each division as part of the admission process. Build and maintain strong, collaborative relationships with academic departments, student services, campus partners, and external parties to ensure enrollment success for Miami's programs and a seamless and supportive prospective student experience. Serve as the academic division liaison to the Office of Admission and other university stakeholders involved in recruitment and enrollment efforts. Liaise with the academic division faculty and staff working with prospective students. Approach interactions with a spirit of service, humility, and gratitude. Contribute to a collaborative team environment, sharing diverse perspectives, fostering deep partnerships, and supporting the development of colleagues. May assist with the training and mentorship of student workers or admission staff within the undergraduate admission team. (20%)

Strategic Divisional Recruitment:

Within Miami's divisional recruitment framework, facilitate and contribute to the development of a data-driven recruitment and yield plan for your assigned academic division(s). Utilize enrollment data, university, and divisional priorities to inform strategies, identify trends, and contribute to improving defined enrollment metrics for assigned academic division. Facilitate and ensure delivery of tailored divisional programming that supports meeting overall university enrollment goals. (20%)

Projects & Programming:

Directly contribute to the team's efforts to develop, execute, and evaluate tailored recruitment and yield programming specific to the needs and goals of each academic partner. In collaboration with the Campus Visit Experience team and the academic division(s) assigned, organize, coordinate, and manage the execution of dynamic programming and events for prospective first-year students, both on and off campus. Coordinate and participate in on-campus and off-campus recruitment events, such as open houses, admitted student yield events, daily prospective student visits, high school visits/college fairs, Red Brick Roadshows, etc. (15%)

Knowledge of University & Brand Representation:

Develop working knowledge of Miami University programs, opportunities, and policies and communicate information about the Miami brand, experience, and outcomes and its admission policies and procedures to prospective students, families, and other key influencers. Develop in-depth knowledge of programs in assigned academic division(s), serving as a first level resource for divisional information within undergraduate admission. Represent Miami and/or assigned academic division at on and off-campus student recruitment and yield events and campaigns. Present to audiences ranging from 20 to over 300 participants. (10%)

Student-Centered Support:

Provide exceptional customer service and personalized guidance to prospective students and their families throughout the admission process, embodying Miami's Code of Love and Honor through extraordinary hospitality and transparency. Correspond with students and their families, including the use of email, phone calls, and zoom meetings, provide presentations, and routinely fulfill counselor-on-duty responsibilities. Build and maintain relationships with school counselors within assigned territory. (10%)

Data-Driven Evaluation & Innovation:

Continuously monitor and evaluate the effectiveness of divisional recruitment strategies and practices, and the success of Miami's enrollment pipelines based on matriculation, student success, and graduation metrics. Utilize data, demographic trends, industry best practices, and other forms of quantitative and qualitative feedback to inform decisions, identify areas for improvement, and implement adaptive innovations to new and existing visit initiatives that align with greater university strategic priorities to recruit and enroll new students. (5%)

Territory Management:

Manage a small recruitment territory, which includes planning and conducting recruitment travel, maintaining counselor relations, following up with students and families, and monitoring enrollment trends, making needed adjustments to meet enrollment goals. (5%)

Application Review & Decision-Making:

Conduct contextual and holistic review of undergraduate, first-year applications, recommending admission decisions in accordance with Miami University's admission policies, values, priorities, and deadlines. (5%)

Communication & Marketing:

Contribute to the creation and dissemination of comprehensive and industry-leading communications for students from assigned academic divisions, ensuring clarity and accuracy. Collaborate with the academic division Director of Communication to ensure cohesive branding and messaging for prospective student engagement. (5%)

Other duties as assigned. (5%)

• Assistant Director: Bachelor's Degree (must be obtained by start date) with a minimum of two years of experience in a progressively responsible position; or Master's Degree.
• Senior Assistant Director: Bachelor's Degree (must be obtained by start date) with a minimum of three years of experience in progressively responsible positions; or a Master's Degree and a minimum of one year of experience.
• Experience may be obtained while obtaining degree (and will be counted at half time).
• Must be able to work some evenings, perform overnight and some weekend travel, transport 30-40 lbs. of recruiting materials, and possess a valid driver's license

• Proven ability to meet the demands of various stakeholders.
• Must be able to work independently and as a team member, and handle multiple tasks simultaneously with a high attention to detail.
• Knowledge of and experience with computer systems and various software applications, including Microsoft Word, Excel, and PowerPoint
• Ideal candidates will be politically savvy and diplomatic, demonstrate a proven positive work ethic and attitude, possess exceptional written and oral communication skills, dynamic group presentation skills, and proven commitment and ability to work with a wide range of constituencies.

• Master's Degree
• Possession of a bachelor's or master's degree in a program in business.
• Strong organizational skills, with the ability to manage multiple tasks and deadlines simultaneously.
• Proficiency in Microsoft Office (Excel, PowerPoint, etc.) and experience working with CRM systems (e.g., Slate, Navigate).
• Familiarity with enrollment strategies, event planning, and student engagement best practices.
• Ability to analyze real-time data and identify trends to optimize recruitment strategies.

The Senior FF&E Specialist supports the backend of all new store construction tasks. This position purchases Panda store equipment, furniture fixture, building material and services in accordance with prescribed purchasing regulations and procedures. The Senior FF&E Specialist prepares routine bid specifications, issues bid requests, reviews quotations, interprets purchasing procedures to departments and vendors, acting as a liaison between user departments and vendors. This position manages vendor relations and conducts the training to internal and external teams. The Senior FF&E Specialist assists Director and Manager of FF&E to organize/update specifications and catalogs.

Job Responsibilities:

• Closely monitors each assigned project progress. Generates and issues purchase order (PO) and Change Order (CO) for owner supplied FF&E in time as policy and procedure requires, providing highly accurate purchase orders.
• Track purchase orders and follows up with supply vendors on FF&E availability and production schedule.
• Coordinate and support equipment deliveries, installation, and field support to the Project Management team.
• Support Operations with equipment inquiries.
• Assist with the close-out process to get FF&E contracts (PO) closed on time and within budget.
• Collect all necessary documents to close out the contracts.
• Coordinate with vendors, general contractors, and Project Managers on all FF&E related matters.
• Resolve any disputed payment request and service requests timely as policy procedure required.
• Manage the relationship with the vendors for alignment in Panda's philosophy and growth plans.
• Evaluate current and potential vendors in coordination with Design, Construction, and Supply Chains teams based on detailed specifications.
• Investigate complex inquiries related to vendors and fulfills requests from internal and external business contacts.
• Analyze project data to determine whether project is within budget and timeline and informs Project Management team.
• Train new FF&E associates and vendors on process and Panda management system.
• Assist FF&E Director or Manager for development equipment manual and training materials.
• Update and oversee distribution of the manual.

How We Reward You:

• Hybrid Work schedule
• 401K with company match
• Yearly bonus opportunity*
• Full medical, dental, and vision insurance *
• On-site fitness center, biometric screen, and flu shot clinic
• Discounts at Panda restaurants, theme parks, and gym memberships
• Paid time off starting at 15 days with 7 federal holidays*
• Continuous education assistance and scholarships*
• Income protection including Disability, Life and AD&D insurance*
• Bereavement leave*

*Benefits available for eligible permanent full time associates

Your Background and Experience:

• Bachelor's degree in Business or Engineering or related field preferred
• Minimum five years of relevant experience, preferably in a retail/hospitality organization
• Successful completion of initial and periodically required trainings.
• Obtaining a valid Food Handler's Card within 30 days of employment is a requirement of this position.

Pay Range: P3: $90,000 - $126,500 / Annual

Within the range, individual pay is determined using various factors, including work location and experience.

Panda Strong since 1983:

Founded in Glendale, California, we are now the largest family-owned American Chinese Restaurant concept in America. With close to 2,300 locations globally, we continue our mission of delivering exceptional Asian dining experiences by building an organization where people are inspired to better their lives. Whether it's impacting our team or the communities we work in, we're proud to be an organization that embraces family values.

You're Wanted Here:

We value diversity in all forms and know the strength it brings. Workplace equality allows for creative ideas to bloom, diverse points of view to be heard, and improves overall happiness. We like the sound of that.

Panda Restaurant Group, Inc. is an Equal Opportunity Employer and is committed to providing equal opportunity, and does not discriminate on the basis of any characteristic protected by law, including but not limited to sex/gender (including pregnancy, childbirth, lactation and related conditions), gender expression, race, color, religion, national origin, sexual orientation, gender identity, disability, age, ancestry, medical condition, genetic information, marital status, and veteran status. Additionally, Panda Restaurant Group, Inc. complies with all federal, state, and local laws regarding requests for workplace accommodations. If there is a reason you believe you require an accommodation, please reach out to our accommodation team via email at .

At STERIS, we are dedicated to creating a healthier and safer world through innovative healthcare and life science solutions. As industry experts in sterile processing, our teams process over 150 million instruments annually for our customers. We are looking for a dynamic and experienced Senior Manager, Sterile Processing to join our team and lead our facility's production and quality efforts. As a Senior Manager Sterile Processing, you'll oversee production and quality performance across outsourced facilities and customer accounts. You'll be the driving force behind ensuring customer satisfaction by proactively managing daily operations, meeting contractual obligations, and upholding the highest standards in sterile processing. You'll provide on-site support, training, and strategic communication to both internal teams and client facility staff. You'll ensure strict compliance with regulatory standards from the Department of Health, TJC, DNV, OSHA, CDC, AAMI, and AORN. Leveraging your expertise in process improvement, you'll lead impactful initiatives using STERIS Process Improvement (PI) modules, driving efficiency, safety, and service excellence across all operations.

This is an onsite role based in Chicago, IL.

What you'll do as a Senior Manager Sterile Processing:

Lead and inspire a high-performing leadership team to deliver exceptional day-to-day service that meets customer needs, contractual obligations, and business goals.

Build and maintain strong relationships with customers at all levels, including executive leadership, ensuring satisfaction through regular KPI reviews, pulse checks, and bi-annual business reviews.

Proactively resolve customer issues by identifying root causes, implementing corrective action plans, and tracking measurable outcomes.

Collaborate with STERIS Business Development and internal teams to identify growth opportunities, support contract changes, and expand service offerings.

Ensure full compliance with all regulatory standards (DOH, TJC, DNV, OSHA, CDC, AAMI, AORN) and facility policies across all operations.

Oversee staffing strategies, aligning resources with fluctuating demand and ensuring leadership is equipped to do the same.

Foster a culture of employee engagement, retention, and safety through ongoing communication, training, and development.

Manage recruitment, onboarding, coaching, and performance management to build a skilled and motivated team.

Drive continuous improvement by leading process improvement initiatives using STERIS PI modules and coaching others in PI methodology.

Ensure accurate and timely completion of all administrative functions, including documentation, billing, inventories, and time records.

Effectively manage P&L responsibilities, ensuring financial targets are met while delivering high-quality service.

Implement new policies, procedures, and services in alignment with contracts and STERIS standards to enhance customer experience.

Collaborate across STERIS operations, service, and finance teams to support business objectives, manage invoicing, and ensure accurate financial reporting.

The Experience, Skills, and Abilities Needed:

High School Diploma

10 years of experience in Sterile Processing and 5 years of Sterile Processing leadership

CRCST or CBSPD Certification. If not certified at point of hire, certification must be obtained within 12 months of hire.

Must be able to be compliant with hospital/customer credentialing requirements.

Preferred Experience:

Bachelor's degree

Leadership experience supporting a minimum of 20 Operating Rooms

Pay range for this opportunity is $113,900.00 - $147,400.00. This position is eligible for bonus participation.

Minimum pay rates offered will comply with county/city minimums, if higher than range listed. Pay rates are based on a number of factors, including but not limited to local labor market costs, years of relevant experience, education, professional certifications, foreign language fluency, etc.

STERIS offers a comprehensive and competitive benefits portfolio.

STERIS is an Equal Opportunity Employer. We are committed to equal employment opportunity and the use of affirmative action programs to ensure that persons are recruited, hired, trained, transferred and promoted in all job groups regardless of race, color, religion, age, disability, national origin, citizenship status, military or veteran status, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, genetic information, and any other category protected by federal, state or local law.

Capital One's technology transformation has presented an exciting opportunity to usher in leading edge, innovative approaches to compliance risk management working closely with our business partners. Capital One leverages cutting edge technology to further its most dynamic and innovative products. This calls for new and creative ways for us to think about compliance and risk in a way that helps the business succeed safely and quickly. Privacy Compliance is at the center of these activities and performs a key risk management role to ensure the business and corporate initiatives comply with applicable federal, state, and international privacy laws and regulations.

The Process and Governance (ProGov) team sits in the second line of defense, is an integral part of Privacy Compliance and Risk (PC&R), and performs key privacy compliance activities that help to manage privacy risk across the company. The ProGov team is responsible for creating and maintaining external privacy disclosures, internal privacy policies, standards, and procedures; creating enterprise-wide training on a variety of privacy laws and regulations; and developing other tools and processes to facilitate a well-managed privacy program across the company.

The Compliance Privacy Senior Associate performs a key second line of defense role to ensure business lines and corporate initiatives comply with applicable federal and state Privacy laws and regulations related to the use and sharing of customer data. Under managerial supervision, the Compliance Privacy Senior Associate will work closely with the business, legal, tech, and risk partners, and be a resource on issues related to complying with current and emerging privacy laws and managing privacy risk. The advisor will collaborate with an experienced and diverse group of Compliance professionals and help ensure adherence to our Compliance Management Policy by providing advice and effective challenge to our business partners. A successful Senior Associate is highly motivated, enjoys problem solving, and is able to work well in a team environment.

Responsibilities:

• Assess and document business initiatives that may use or share customer data and determine the need to perform relevant suppression practices
• Under managerial supervision, provide effective challenge and guidance on compliance risks and support lines of business through various interactions and forum engagements
• Advise lines of business on application of Compliance requirements, such as: new products, process development, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and change in law or regulation
• Advise lines of business in the development and maintenance of the Compliance Program, such as how to monitor, report, and train
• Support lines of business through advice, influence adjustments to the processes, procedures, and controls
• Review Complaints generated from lines of business and provide guidance on remediation, escalate and facilitate with subject matter experts, when necessary
• Conduct targeted validations on controls over applicable regulations
• Involvement with compliance testing and third party compliance, as directed
• Maintain understanding of Compliance Risk Management Framework and applicable laws and regulations
• Identify trends in data produced by lines of business
• Assist in capturing, maintaining, and analyzing compliance data, interpreting it to ensure consistency and adequate Compliance Risk Management
• Actively participate on projects through providing guidance, advise, and effective challenge
• Participate in reporting activities, as directed

Basic Qualifications:

• Associate's Degree or Military Experience
• At least 1 year of experience in financial services, specifically within accounting, audit, or an analytical disciplined field

Preferred Qualifications:

• Bachelor's Degree
• 2+ years of experience in privacy compliance, legal, or risk management.
• 2+ years of experience in financial services consumer compliance monitoring, risk, or auditing experience.
• CIPP (Certified International Privacy Professional) or CRCM (Certified Regulatory Compliance Manager) certification

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 upon the agreed upon number of hours to be regularly worked.

McLean, VA: $94,600 - $107,900 for Compliance Advisory Specialist II

Richmond, VA: $86,000 - $98,200 for Compliance Advisory Specialist II

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.

This role is expected to accept applications for a minimum of 5 business days. No agencies please. 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).

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor's degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Senior Drainage / Stormwater Leader – City of Austin Focus (15+ Years)

Austin, TX | Hybrid (3 days office / 2 days remote)

A growing civil engineering firm is seeking a Senior Engineering Leader to strengthen relationships with the City of Austin and lead complex stormwater, drainage, and flood control projects. This role will provide senior technical leadership, mentor engineers, and help expand the firm's presence across major municipal infrastructure programs.

Key Responsibilities

• Lead and manage stormwater, drainage, and H&H infrastructure projects
• Serve as a key technical and strategic partner to the City of Austin
• Support business development, proposals, and client relationships
• Mentor and guide mid- and senior-level engineers
• Oversee project scope, schedule, budget, and technical quality

Project Work

Current work includes a major progressive design-build light rail project in Austin, supporting drainage and water quality design across multiple segments. Work includes storm drain design, culverts, water quality infrastructure, and development of 50% design through final construction documents and construction support.

Qualifications

• Bachelor's in Civil or Environmental Engineering
• Texas PE required
• 15+ years of experience in stormwater, drainage, or H&H engineering
• Experience with HEC-HMS, HEC-RAS, and GIS tools
• Background working with municipal/public-sector clients

Compensation

$120,000 – $200,000+ depending on experience, plus full benefits and bonus potential.

Due to our success, we continue to grow and will be hiring highly qualified Internal Medicine, Family Medicine or Geriatricians to join our team in Memphis, TN.

We will have three offices opening in summer 2020!For seniors most in need of care, high quality health care is too often beyond reach.

Dedicated Senior Medical Center, a ChenMed Company, is a national leader in value-based, primary care that was founded to bring concierge-style medicine and better health outcomes to the neediest populations.

ChenMed is a senior focused primary care organization, in nine U.S.

markets through its 50+ senior medical centers.

As a fully capitated Medicare Advantage provider, ChenMed provides a concierge level of care with minimal to no expense to the beneficiary.As a leader in preventive, value-based care we are seeking physicians and clinicians who appreciate senior patients, excel in a collaborate environment and strive for positive outcomes for their patients.Practice Profile- Primary care practice model assuming full risk and accountability for patient outcomes- PCPs serve as the quarterbacks or general managers for total patient care
- Care team including dedicated nurses and cases management social workers that support physicians, so they can remain at the center of patient care- Transitional care team that includes full scope of in-house consulting specialists- On-site lab and prescription dispensary- Patient concierge services including transportation to and from appointments, prescription delivery, holistic health services including acupuncture, yoga and tai chi and nutrition seminars.Our Physicians Enjoy- Small patient panel size: 400 patients (our physicians see patients an average of once per month)- Monday Friday schedule, no nights or weekends- Practice call telephonic only and only 2-3 week blocks per year- Comprehensive benefits and retirement package- Paid Time Off (PTO)- CME allowance- Unique, hands-on, three-week orientation program- Blackbelt and leadership development training- Partnership opportunity after one year of practiceIf youre looking for a change for the better, where you can start on a path to make a difference for patients and yourself, then we may be the right place for you

About the Company

Our client is a distinguished Global Single-Family Office with over $10 billion in assets under management and a proven 25+ year track record of delivering exceptional long-term investment results. With deep sector expertise and a disciplined approach, the firm manages a diversified portfolio across private equity, venture capital, real estate, and alternative investments, combining institutional-grade rigor with the entrepreneurial agility to seize high-conviction opportunities. The organization operates with a high-caliber lean team, supported by substantial institutional infrastructure and capital resources. With ambitious growth plans for its U.S. platform, the firm offers a dynamic environment where talent can shape the investment strategy and drive portfolio outcomes.

Role Summary

The Senior Legal Counsel will be a core member of the U.S. investment platform, providing hands-on legal support across the full lifecycle of private equity and alternative investment transactions, as well as day-to-day corporate, governance, regulatory, and operational matters. The role works closely with senior leadership, investment professionals, and external advisors, and requires strong commercial judgment, decisiveness, and comfort operating in a lean, fast-moving environment.

This position is well-suited for a transaction-oriented legal professional with meaningful private equity deal experience who is seeking a long-term, growth-oriented in-house role with broad responsibility and autonomy. The Senior Legal Counsel is expected to independently own matters, balance legal risk with business objectives, and act as a pragmatic business partner to the U.S. investment and operating teams.

Key Responsibilities

• Serve as the primary legal partner for the U.S. platform, providing hands-on legal support across the full lifecycle of private equity and alternative investments, including structuring, execution, M&A transactions, and ongoing portfolio management
• Act as a corporate generalist supporting the day-to-day legal needs of the family office and its operating and investment entities
• Operate as an embedded business partner, driving legal matters to resolution, exercising sound commercial judgment, and providing clear, practical recommendations
• Draft, review, and negotiate a broad range of agreements, including investment, shareholder, operating, financing, commercial, and service agreements
• Support acquisitions, dispositions, co-investments, joint ventures, strategic partnerships, and other complex transactions across multiple sectors
• Advise on corporate governance matters, entity structuring, and compliance matters for a U.S.-based organization operating across multiple states and internationally
• Provide legal guidance across a diverse portfolio of industries; experience with sectors such as gaming, oil & gas, manufacturing, software, technology, and real estate is viewed as a plus
• Manage and coordinate external counsel, including leading transaction workflows, overseeing deliverables, and ensuring cost-effective, high-quality legal execution
• Advise senior leadership on regulatory, compliance, and risk management matters relevant to a family office, private equity, and operating company environment
• Balance legal risk with commercial objectives by delivering practical, solutions-oriented advice in a fast-moving, entrepreneurial environment
• Where applicable, support the development and mentoring of legal or cross-functional team members and contribute to building scalable legal processes
• Remain flexible and open to travel as required in support of transactions and portfolio companies

Skills & Attributes

• Broad legal skillset with the ability to operate across complex transactions, corporate governance, regulatory considerations, and day-to-day operational matters
• Strong commercial judgment and business acumen, with the ability to assess risk, identify practical solutions, and provide clear recommendations that enable efficient decision making
• Transaction-oriented mindset, with comfort taking ownership of matters and driving them to resolution in a fast-paced, evolving environment
• Ability to operate autonomously, while partnering closely with senior leadership, investment professionals, and external advisors
• High level of discretion, integrity, and professionalism, with sound judgment in handling sensitive and confidential matters
• Excellent negotiating, drafting, and communication skills, with the ability to distill complex legal issues for non-legal stakeholders
• Comfortable operating in a lean, high-performance, multi-sector environment with competing priorities and time-sensitive demands
• Strong organizational skills and the ability to manage multiple complex matters simultaneously without sacrificing quality or judgment
• Collaborative mindset with the credibility and confidence to engage effectively across investment and operating teams

Qualifications & Experience

• J.D. from an accredited law school
• Approximately 5–10 years of legal experience, with a strong preference for private equity–focused transactional and M&A experience
• Background in a leading law firm and/or in-house environment
• Demonstrated experience supporting complex M&A and private investment transactions, including structuring, negotiation, and execution
• Experience operating as a corporate generalist, handling a broad range of legal matters across transactions, governance, regulatory, and commercial areas
• Exposure to multi-state U.S. operations and cross-border or international transactions
• Ability to operate independently in a lean environment, exercising sound judgment and ownership over matters from initiation through resolution
• Prior experience working closely with investment professionals, senior executives, or principals in a fast-paced, high-accountability setting
• Management or mentorship experience is a plus, but not required
• Licensed to practice in New York, Delaware, and/or Massachusetts is preferred.

Location

• Onsite role located in Boston, MA

Trilliant offers a universal communications platform that is at the convergence of the smart grid, smart city, and global Industrial Internet of Things (IIoT) applications. We bring together multi-technology solutions, global capabilities, and mission-critical communications to deliver future-proof solutions.

We are a device-agnostic, integrated, multi-technology communication platform that provides flexibility to balance technological capabilities with economic needs. Trilliant is committed to best-in-class solutions that empower our customers and their customers to connect to the world of things

We are an equal-opportunity employer offering comprehensive benefits and compensation packages with a selection of insurance programs. We have dynamic and collaborative work environments with some of the brightest employees in the world. We invest in people and provide opportunities for our employees to grow hand in hand with our business.

Job Description:

Trilliant is seeking a Senior Corporate Counsel. This position offers a broad professional scope for the experienced generalist. The ability to work independently is a must but there will also be plenty of opportunities to work directly with more senior inside and outside counsel and, most importantly, with Trilliant’s experts in technology, business and product development, finance, and human resources.

Position Responsibilities:

• Lead the drafting, negotiation, and execution of complex, multiyear commercial agreements, including inbound and outbound IP licenses, professional services arrangements, and hardware sales contracts.
• Manage international negotiations, effectively navigating diverse cultural and legal environments and overseeing local counsel outside the U.S.
• Oversee open‑source licensing strategy and compliance across products and services.
• Structure, review, and negotiate procurement agreements with key vendors.
• Direct litigation strategy in partnership with outside counsel, including case assessment, risk management, and overall strategic direction.
• Develop and implement compliance programs, including Foreign Corrupt Practices Act diligence, policy creation, employee training, and internal investigations.
• Advise senior leadership and cross‑functional teams on legal, strategic, and operational matters.
• Support corporate governance activities, including corporate secretarial responsibilities and board‑related documentation.
• Counsel on employment law issues, including hiring, performance management, and workplace policies.
• Maintain corporate insurance policies, manage renewals, and monitor outstanding claims.
• Oversee IP portfolio management, including trademarks, patents, and related filings.
• Apply deep knowledge of global data privacy laws—including GDPR, the UK Data Protection Act, PIPEDA, PDPA (Singapore & Malaysia), and Colombia’s Law 1581—to guide compliance and risk mitigation.
• Prepare executive‑level presentations and reports using tools such as Excel and PowerPoint for senior management and the Board of Directors.

Position Requirements:

• Demonstrate sound risk‑taking and risk‑management judgment in fast‑moving business environments.
• Build strong partnerships across the organization by listening, collaborating, and engaging constructively with colleagues.
• Provide practical, business‑focused legal advice grounded in commercial realities rather than legal formalism.
• Quickly learn and navigate new areas of law, technology, and business operations.
• Deliver high‑quality work despite limited time or resources, maintaining focus on outcomes and execution.
• Thrive amid shifting priorities and ambiguity—managing what may appear chaotic to others—while seeking support when appropriate and communicating clearly without “legalese.”
• Bring at least five years of legal practice experience, including time in a law firm within one or more of the relevant practice areas, plus at least five years serving as in‑house counsel.
• Possess international experience, ideally involving Canada, Colombia, the UK, Singapore, Malaysia, or India.
• Provide three professional references, including at least two who can speak directly to the candidate’s legal expertise.

Education/Certification:

• Juris Doctor (J.D.) or equivalent degree from an ABA‑accredited law school.
• Active admission to the North Carolina Bar, or eligibility for admission through reciprocity with another U.S. jurisdiction.
• A minimum of ten years of legal practice experience.

Trilliant Values:

PASSIONATE- We find the right solutions for customers and exceed their expectations.

ACCOUNTABLE- We work smart and tackle problems with urgency to get the job done.

CONFIDENT- We look to the future and partner with each other to deliver world-class solutions.

ENERGIZED- We are excited and support the growth and direction of Trilliant.