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ABOUT THE ROLE
Lyneer Search Group is seeking a Managing Director, Family Office Planning to join a premier Family Office Services team. This is a senior-level, technical estate planning role for a credentialed professional ready to serve as the firm's go-to expert in complex wealth transfer, trust administration, and multi-generational planning for ultra-high-net-worth families.
This is a 100% on-site position.
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WHAT YOU'LL DO
As a key member of the Family Office Services team, you will:
Produce and review complex estate and wealth planning deliverables — including estate flowcharts, comprehensive wealth transfer plans, and technical planning reports
Develop proactive planning observations and recommendations for UHNW clients
Review, analyze, and summarize sophisticated estate planning documents
Guide Wealth Strategists in the oversight of family entity administration
Serve as the estate planning technical resource for Managing Directors and client teams in meetings and on deliverables
Research, write, and publish expert articles on wealth transfer topics for professional journals and industry platforms
Provide firm-wide training and subject matter expertise on tax and estate planning issues
Cultivate relationships with outside advisors for ongoing technical collaboration
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WHAT YOU BRING
Education & Credentials:
• Postgraduate degree: JD, LLM, or MST strongly preferred
• Professional designation: CPA, CFP, and/or CPWA preferred
• 10+ years of experience in estate and tax planning, trust planning, or fiduciary administration
• Deep experience with strategic wealth planning for HNW and multi-generational families
• Current knowledge of legislative and case law developments in estate planning
Skills & Attributes:
• Strong analytical skills with exceptional attention to detail
• Demonstrated track record as an author and presenter of complex estate planning strategies
• Advanced Excel skills for building complex planning worksheets
• Ability to translate complex planning strategies into clear, client-friendly language
• Highest level of discretion and professionalism with confidential matters
• Collaborative team player who also thrives working independently
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WHY THIS ROLE
→ Senior Technical Authority — serve as the firm's go-to estate planning expert with real visibility and influence
→ Complex, Meaningful Work — daily engagement with sophisticated UHNW multi-generational planning
→ Thought Leadership — publish expert articles and build your profile as an industry authority
→ High-Caliber Environment — collaborate with Managing Directors, client cell teams, and leading outside advisors
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WORK ENVIRONMENT
• 100% On-Site
• Limited travel as business needs require
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HOW TO APPLY
Apply directly through this post.
Explore all open roles at Lyneer Search Group.
Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent — and we've maintained a 100% placement rate in retained searches since 1993.
On the heels of achieving 3X growth, Virginia Transformer is hiring to do it again!
We're strategically building our team for the next 3X growth cycle — a phase that is both intense and incredibly rewarding. We're highly selective about who joins us, because this journey isn't for everyone.
If you have the drive, grit, and expertise to perform at a high level — and you want to grow your career 3X alongside the Company's growth — we'd love to talk.
Apply below and let's start the conversation.
Who We Are
Virginia Transformer Corp. is the largest U.S.-owned producer of power transformers in North America. For more than 50 years, we've grown by delivering for our customers — building premium, custom transformers with industry-leading lead times.
With more than 5,400 employees, we are known as an engineering-driven organization that thrives on speed, accountability, and execution. As a privately held company, we value nimbleness, innovation, and tenacity.
Join Our Team
If you love the thrill of securing the U.S. electric grid, enabling manufacturing across the country, and the momentum of a fast-moving organization — this is the place for you. Every transformer we build is custom, every challenge unique, and every team member essential.
We're growing so fast that not all roles are posted yet — if this opportunity aligns with your experience, we encourage you to apply and start the conversation.
Regional Field Service Manager
Location: Roanoke, VA (Relocation Required)
Department: Field Services / Aftermarket
Reports To: Director of Field Services (or equivalent)
Position Summary
The Regional Field Service Manager is responsible for leading, managing, and scaling field service operations across an assigned region, supporting installation, commissioning, testing, maintenance, and aftermarket service of power and distribution transformers. This role ensures safe execution, technical excellence, customer satisfaction, and financial performance across all field activities.
This position is ideal for a proven field services leader with strong transformer expertise, customer-facing experience, and the ability to lead technicians in fast-paced, high-accountability environments.
Key Responsibilities
Field Operations & Leadership
- Lead and manage regional field service technicians and supervisors supporting transformer service activities.
- Ensure safe, compliant, and high-quality execution of field work including installation, commissioning, testing, maintenance, and emergency response.
- Set expectations, manage performance, and develop technical and leadership capability within the field organization.
- Serve as escalation point for complex technical issues, customer concerns, and field execution challenges.
Customer & Commercial Support
- Act as a primary regional contact for customers during field service and aftermarket engagements.
- Support customer meetings, outage planning, and service coordination.
- Partner with sales and aftermarket teams to support service opportunities, scope development, and execution planning.
- Drive customer satisfaction through responsiveness, communication, and execution excellence.
Safety, Compliance & Standards
- Enforce strict adherence to safety standards, procedures, and regulatory requirements.
- Ensure compliance with IEEE, ANSI, IEC, and internal field service standards.
- Lead incident reviews, root cause analysis, and corrective action implementation.
- Promote a strong safety culture across all regional field operations.
Operational Performance & Reporting
- Manage regional workload planning, technician utilization, scheduling, and travel.
- Track and report key performance indicators including safety, quality, cost, schedule, and customer satisfaction.
- Support forecasting, budgeting, and cost control for regional field service activities.
- Identify and implement process improvements to increase efficiency and reduce execution risk.
Cross-Functional Collaboration
- Partner with Engineering, Manufacturing, Quality, Training, and Technical Support teams to resolve field issues and improve product and service performance.
- Provide field feedback to support design improvements, training updates, and standardization.
- Support continuous improvement initiatives across Field Services and Aftermarket.
Required Qualifications
- Bachelor's degree in Electrical Engineering, Mechanical Engineering, or equivalent technical experience.
- 7+ years of experience in field services, power equipment service, or industrial service environments.
- 3+ years of people leadership experience, managing technicians or field teams.
- Strong knowledge of power and/or distribution transformers, field testing, commissioning, and maintenance.
- Proven ability to manage customer relationships and field execution simultaneously.
- Willingness to relocate to Roanoke, VA.
- Ability to travel regionally as required to support field operations.
Preferred Qualifications
- Experience leading regional or multi-site field service teams.
- Familiarity with transformer testing standards and safety protocols.
- Experience supporting utility, data center, or industrial customers.
- Strong financial and operational acumen within a service organization.
Key Competencies
- Field leadership and accountability
- Safety-first mindset
- Customer-focused execution
- Technical problem solving
- Cross-functional collaboration
- Operational discipline and urgency
Service Account Manager
The Service Account Manager is a vital part of the U.S. Engineering Service team that is responsible for sales and operations activities. Oversees all aspects of the service business for specific customers. It is the responsibility of the Service Account Manager to cultivate existing customer relationships, maintain and enhance service agreements, identify and sell additional service repair and project work, and work closely with other service team members to provide value to U.S. Engineering Company customers. The selected Service Account Manager will be located in either Topeka, KS or Manhattan, KS.
Principal Duties and Accountabilities:
- Overall responsible for account management, and customer satisfaction for specified customers.
- Responsible for selling, managing, and the renewal of preventative maintenance and other service agreement offerings for specified customers.
- Responsible for developing the appropriate repair or replacement approach, estimating repairs / replacements / services, and presenting proposals to specified service customers.
- Manages all assigned accounts to achieve sales plan volume and profitability goals.
- Responsible for identifying, qualifying, managing, and executing solutions / special projects for specified customers.
- Surveys and generates proposals for Planned Maintenance Agreements and Projects leveraging technical experts for estimating and identifying the best customer solution.
- Identifies opportunities for future service work / projects. Responsible for networking internally and externally to pursue opportunities.
- Works with the operations team to ensure project is delivered as proposed.
- Continuous customer engagement of assigned accounts to include problem solving, proposal generation, qualifying and selling quoted repair or project solutions, selling additional lines of service, and identifying additional work opportunities to maximize value to customer base.
- Provides technical and estimating support as needed for sales team within assigned region.
- Ensures customer expectations are consistently met or exceeded. Service Account Managers support the invoice approval process for assigned accounts and House accounts as identified.
- Develop and execute a written account plan for assigned accounts.
Education:
- Bachelor’s Degree in Construction Management or HVAC not required, but a plus or equivalent years of experience.
Experience:
- In-depth knowledge of HVAC and/or PLUMBING systems as well as servicing of those systems.
- Equivalent combination of field and relevant leadership experience will be considered.
- Minimum of 6 years of relevant experience is required. This could include any of the below, or a combination of:
- Project management, service management, and sales within commercial and industrial environments in the mechanical construction industry.
- Field experiences servicing and/or installing HVAC and/or PLUMBING systems.
Knowledge, skills, and abilities:
- Knowledge of mechanical service and construction industry practices, processes, and standards – including systems design, installation, and servicing.
- Must possess technical knowledge of HVAC systems, as well as a basic knowledge of plumbing systems (Will be required to also manage plumbing accounts).
- Ability to maximize performance of project team through innovative and effective management techniques.
- Superior communication and interpersonal skills, such as diplomacy, persuasion, etc… are essential to develop and foster effective professional relationships.
- Time management and organizational skills.
- Basic level of financial acumen necessary to manage project budget / performance.
- Knowledge of the following computer programs: MS Word, Excel.
- Strong problem-solving, negotiation, and conflict-management skills.
Physical and/or travel demands:
- Routine daily driving to Flint Hills region customer account sites required.
- Infrequent overnight travel may be required, based on customer account assignments.
- Physical demands include walking on uneven surfaces, climbing ladders, bending, kneeling, and lifting. Position includes sitting and standing, use of telephone, keyboard, and computer monitor.
Benefits and Compensation:
- The range for this position has been established at $90k to $127K annually and is U.S. Engineering Service’s good faith and reasonable estimate at the time of the posting. The compensation offered to the finalist selected for this role will be based on a variety of factors, including but not limited to internal equity, experience, education, specialty, and training. Compensation for this role includes a base salary complemented by commission opportunities based on the Account Manager’s individual sales performance and attainment of sales targets
- Your total compensation will go beyond the number on your paycheck. Team members are eligible for a year-end bonus based on company and/or individual performance as well as paid time off. An industry-leading benefits package, including health, dental, and vision plans, matching retirement contributions, and matching 529 contributions all add to your bottom line.
This position will be posted until April 30th, 2026. To apply, please visit must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status.
U.S. Engineering Service is an Equal Employment Opportunity Employer and shall provide equal employment opportunities to all people in all aspects of employer-employee relations, without regard to race, color, creed, national origin, religion, sex, age, sexual orientation, gender identity, disability or veteran status.
U.S. Engineering Service is compliant with the Drug Free Workplace Act, and all offers of employment are contingent upon the completion of a pre-employment drug screen.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities and job specifications required of employees so classified. U.S. Engineering reserves the right to revise as needed. The job description does not constitute a written or implied contract of employment.
Psychiatric Services Lead RN
We are helping people overcome. Join us.
The Psychiatric Services Lead Registered Nurse at Hope Network provides essential nursing services across multiple programs, ensuring alignment with program needs and model fidelity. This role combines strong psychiatric assessment and intervention skills with a Recovery-Based approach to support individuals in achieving wellness and independence.
Working collaboratively with psychiatrists and other providers, the Lead RN coordinates psychiatric and medical care, manages medication monitoring and supplies, and promotes trauma-informed, person-centered, and culturally competent practices. In addition to clinical duties, the Lead RN oversees nurse scheduling, manages UKG and Compass systems, and conducts annual evaluations for assigned nursing staff.
Why Join Our Team?
- Medical, Vision, & Dental Care
- 403(b) Retirement Plan
- Educational Reimbursement
- Career-Pathing
- Paid Training
- Employee Referral Bonus
- Generous Paid Time Off
What You’ll Do:
- Provide on-call nursing services 24/7 and respond to emergencies in Residential and Crisis Residential settings.
- Deliver exceptional customer service to both internal and external stakeholders.
- Oversee each person’s individualized recovery process by supporting health management and clinical treatment.
- Document all care, contacts, and services provided within required timeframes.
- Provide or assist with medical and nursing care across various settings, including community-based environments.
- Participate in developing Treatment Plans and assist persons served in setting and achieving health-related goals.
- Identify and respond to medical or psychiatric crises using appropriate clinical interventions.
- Manage and monitor pharmaceuticals and medical supplies within the program.
- Conduct health screenings, perform health assessments, and oversee medication administration and monitoring.
- Prepare reports and support internal and external audits as required.
Anticipated Work Schedule:
Monday-Friday: 9AM-5PM
Qualifications:
- Registered Nurse or Bachelor Science in Nursing
- State of Michigan RN Licensure
- Maintain a valid motor vehicle operator license with driving records acceptable according to Hope Network policy.
- Preferred four or more years of psychiatric nursing experience.
Our Commitment to Inclusion
Our strength lies in our diversity—empowering us to meet the unique needs of over 34,000 individuals we serve each year. We are proud to be an Equal Opportunity Employer and value the diverse perspectives that each team member brings to our mission.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple – our employees and customers are the most important part of everything we do.
Position Overview
This position manages a division of our company which is primarily focused on selling, servicing, and consulting on automotive equipment. The Branch Manager – Service and Equipment oversees service operations related to collision repair and automotive shop equipment, including paint booth maintenance, equipment repairs, and hoist inspections. This role manages technicians, ensures regulatory compliance, maintains high service quality, and drives service revenue growth while delivering superior customer support to automotive repair and collision shops.
Job Tasks and Responsibilities
- Ensure clear expectations and accountability for driving assigned areas of branch performance are firmly in place and are actively managed
- Maximize sales and profit levels for Equipment focused profit/cost center
- Manage day-to-day operations of the service team, including scheduling, assigning work orders, and monitoring workflow.
- Monitor service department performance metrics, such as efficiency, productivity, and customer satisfaction, and implement strategies for continuous improvement.
- Stay updated on industry trends, regulations, and technologies related to automotive service.
- Recruit, retain and nurture talented individuals. Drive associate engagement and empowerment. Make associate development a priority. Recognize and reward strong performance.
- Ensure the highest safety standards are followed
Requirements:
- At least two years as a service/customer care manager in a “service-first” environment
- Past P & L accountability, preferably with automobile-related equipment background
- Demonstrated success in developing sales strategies and driving them through a multi-unit, geographically distributed retail/wholesale operation
- Exceptional relationship-development talents
- Strong personal philosophy focused on fostering one of our key differentiators – SERVICE!
- Ability to provide strong leadership to create a high-performance team through customer focus, open communication, coaching and listening
- College degree in a related field preferred
PM22
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- IT Location: 130 Trinity Ave SW 5th Floor Atlanta, Georgia 3 Duration: 4 Months(Possibility of extension) On Site Purpose: The Atlanta Public School System is seeking the services of an IT Service Delivery Systems and Projects Coordinator to provide technical support, system management, and training for the IT Service Delivery and Student Experience Team.
Summary: Atlanta Public Schools' Digital Bridge program provides 38,000 student devices, staff laptops, hotspots, and other district technology to ensure students can access digital resources and tools at both school and home.
The IT Service Delivery Systems and Projects Coordinator serves as the primary manager of iiQ for the IT Service Delivery and Student Experience Team, ensuring the system operates effectively to support device management and service delivery.
The position provides iiQ training for all Field Technicians including Lead Field Technicians, handles ticket escalations involving student Chromebook devices, staff laptops, hotspots, and other district technology, and monitors IT Service Delivery and Student Experience Tableau dashboards.
Additionally, this role manages special projects for the IT Service Delivery and Student Experience Group, collaborating with Field Technicians, IT Management, and other IT divisions.
The position also helps ensure efficient processes are in place for IT Service Delivery, IT Service Desk, and IT Asset Management.
This role includes administrative assistant responsibilities for the IT Service Delivery and Student Experience team, providing administrative support to ensure smooth operations.
This position will work under the supervision of the IT Service Delivery team.
Scope of Work/Key Responsibilities: Adhere to established standard operating procedures through the following: Maintain exceptional customer service posture at ALL TIMES.
Serve as primary manager of iiQ for IT Service Delivery and Student Experience Team Primary iiQ Management and Training Responsibilities: Manage and administer iiQ system for IT Service Delivery and Student Experience Team Provide comprehensive iiQ training for all Field Technicians and Lead Field Technicians Handle iiQ ticket escalations involving student Chromebook devices, staff laptops, hotspots, and other district technology Assist in the management of district technology including 38,000 student devices, staff laptops, hotspots, and other technology assets across the school district Monitor IT Service Delivery and Student Experience Tableau dashboards Maintain accurate technology asset assignments and data integrity in iiQ system for student devices, staff laptops, hotspots, and other district technology Work with data information group to establish Tableau dashboards for IT Service Delivery, IT Service Desk, and IT Asset Management Manage special projects for IT Service Delivery and Student Experience Group involving Field Technicians, IT Management, and other IT divisions o Help ensure efficient processes are in place for IT Service Delivery, IT Service Desk, and IT Asset Management Record and submit checklists or other documentation as required for upward reporting and accountability.
Provide administrative support including calendar management, scheduling meetings, coordinating events, and managing correspondence for IT Service Delivery and Student Experience leadership Prepare and organize documentation, reports, presentations, and meeting materials for the IT Service Delivery and Student Experience team
It is home to 24 patient beds, two major resuscitation rooms and a full staff of emergency professionals.
If you or your loved one needs a higher level of care, we can arrange a transfer to the right facility.
Position Summary The PSM III provides day-to-day operational leadership for a busy Emergency Department , ensuring efficient workflows, effective staffing, and strong clinical outcomes.
This is a visible, engaged leadership role that requires adaptability, decisiveness, and the ability to balance operations with team support.
The PSM III partners closely with physicians, advanced practice providers, and hospital leadership to drive patient care excellence, staff engagement, and quality improvement.
Make a Difference Where It Matters Most This role is ideal for a leader energized by challenge, motivated by growth, and committed to building stability and excellence within a busy Emergency Department.
You will oversee staffing and scheduling, manage budgets responsibly, lead accreditation survey readiness, and drive quality improvement initiatives—all while ensuring the highest level of patient care.
About the Unit Our 24-bed Emergency Department cares for more than 30,000 patients annually and continues to grow alongside the Holly Springs community.
Oversee a skilled, compassionate, and dedicated ED team in a high-volume, evolving environment Lead through periods of growth, change, and operational demand Foster a culture of accountability, collaboration, and continuous improvement Champion safe, high-quality care for every patient, every time Support and mentor nurses through both challenges and professional growth Play a key leadership role in a developing, community-focused hospital Who We're Looking For We're seeking a confident, compassionate, and strategic nurse leader who: Has proven leadership experience in Emergency Nursing Is comfortable leading in a fast-paced, high-growth environment Thrives amid complexity, competing priorities, and change Leads with integrity, consistency, and clear expectations Communicates effectively and builds trust across disciplines Is committed to mentoring staff while maintaining accountability Prioritizes safety, service, and patient-centered care—even under pressure Join us at Holly Springs ED—where leadership meets purpose, growth, and impact.
Summary: This position supervising large clinical units.
Duties include ensuring that appropriate care and services are available to patients and families, ensures adequate and appropriate clinic staffing on each shift, supervision of nursing staff, medical support staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues.
Provides and facilitates an environment conducive to staff continuing education needs, ongoing unit-based educational needs and orientation of staff members.
Patient Care- Ensures that appropriate care and services are available to patients / clients and families.
Facilitates interdisciplinary collaboration in patient/client care planning.
Supervises team of professionals /paraprofessionals which may include nursing staff, health unit coordinators, nursing assistants and utility aides.
Human Resource Management- Effectively manages human resources.
Applies organizational policy and procedures in hiring, promoting, transferring and terminating staff.
Provides staff with annual performance feedback and opportunity to set professional goals.
Integrates scientific evidence regarding retention of nursing staff into unit planning.
Budget Management- Effectively uses clinical and financial information to establish and meet budgetary goals.
Implements strategies to increase revenue and cost effectively manage personnel, supply, and equipment resources.
Evaluates the impact of strategic fiscal changes on quality outcomes.
Accreditation Issues- Ensures that internal and external regulatory standards or nursing practice are met or exceeded.
This includes organizational policy and procedures as well as state, Joint Commission, Board of Nursing and other specified accrediting bodies.
Integrate current scientific evidence with standards of practice.
Quality Improvement- Leads and participates in quality improvement initiatives that focus on identified patient safety or quality of care deficits.
Customer Satisfaction- Ensures high customer satisfaction.
Advocates for consumers within the organization, particularly for vulnerable or at risk populations.
Education Requirements: ● Bachelor's degree in Nursing (BSN) from a state-accredited school of professional nursing.
For positions at Magnet Hospitals, professional certification (ANCC Magnet approved) relevant to Management, Leadership or Clinical Area is required within the probationary period of employment.
● Professional Experience Requirements: ● Three (3) years of professional nursing in tertiary care and one (1) year of management experience in specialty area.
Knowledge/Skills/and Abilities Requirements: Job Details Legal Employer: NCHEALTH Entity: UNC Rex Holly Springs Hospital Organization Unit: HS Emergency Services Work Type: Full Time Standard Hours Per Week: 40.00 Salary Range: $47.90
- $68.86 per hour (Hiring Range) Pay offers are determined by experience and internal equity Work Assignment Type: Onsite Work Schedule: Day Job Location of Job: US:NC:Holly Springs Exempt From Overtime: Exempt: Yes This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Heath Care System.
Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.
UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities.
- Broken Bow is looking for a full time or part time Store Supervisor for our location in Broken Bow, OK.
As a Store Manager, you will assist the General Manager in managing the operations and staff on a day to day basis, including the execution of all company policies, procedures, programs and systems.
The store supervisor also ensures compliance with all Federal, State and local laws and ethical business practices.
You will be actively involved in the selection, orientation and training of crew members at Arby's
- Broken Bow.
Qualified Store Supervisor candidates will have previous experience in restaurants or managing teams.
You should love working with people and be a team leader.
This role is full time or part time.
We are hiring immediately, so submit your application today!
In this role, you will report to the Area Manager and will work closely with the Avantor's Advanced Laboratory Services professionals to serve our customers by performing customized, mission-based lab work and research protocols that help return time back to science.
Location: Summit, NJ
Shift: Monday-Friday 7:30 am -4:00 pm
Hourly Pay Range:
Benefits:
Health and Wellness: Medical, Dental, Vision and Wellness programs
Time Off: Paid Time Off (PTO), Company paid holidays, Choice holidays etc.
Financial Well Being: Spending Accounts: Flexible Spending Account (FSA), Health Savings Accounts (HSA), commuter benefits, 401(k), tuition assistance, employee stock purchase plan discount
Added Protection Coverage: To include critical illness, hospital indemnity, accident, legal, identity theft protection, pet, auto and home insurance
Recognition: Celebrate your peers and earn points to redeem on gifts and products
What we're looking for
Education:
High school diploma or GED required; Associates degree or undergraduate degree in business or science related field is preferred
Experience:
4 years of equivalent experience in customer service, purchasing, or account management.
Proven experience in managing associates and leading teams effectively.
GMP and GLP training is considered a plus.
Proficient in collaboration tools, with preferred experience using Microsoft Teams.
Familiar with Information Access systems and ERP platforms.
Demonstrates excellent customer service skills and maintains a professional, can-do attitude.
Basic understanding of purchasing processes and inventory management principles.
Strong commitment to safety, quality, and strict adherence to established protocols, policies, and procedures.
Highly adaptable and flexible, with the ability to manage multiple tasks efficiently.
Self-motivated and capable of working independently with a proactive, forward-thinking mindset.
Skilled in troubleshooting and resolving issues effectively.
Strong verbal and written communication skills, with the ability to collaborate across departments and engage with customers.
Knowledgeable in applying and administering company policies consistently.
Able to make sound business decisions with minimal guidance from management.
How you will thrive and create an impact
Avantor's Advanced Laboratory Services team is a crucial part of the Avantor Services group serving over 500 customers in biopharma, pharmaceutical, educational, industrial, and high-tech industries with customizable, flexible solutions and end-to-end laboratory operations support.
The Team Lead is responsible for overseeing the day-to-day operations of the onsite Scope of Work (SOW) in alignment with customer requirements at the customer location. This role supports and leads a small team of Avantor on-site personnel, serving as the primary point of contact for the customer. Typically dedicated to one customer and one site location, the Team Lead reports directly to a manager and actively participates in the work performed by the team.
In this role you will:
Coordinate and lead team efforts to execute tasks outlined in the SOW based on customer requirements.
Coach and motivate team members to meet or exceed performance goals, fostering individual and team development through mentoring.
Manage open order status reports, departmental metrics, and maintain SOPs/SOWs.
Provide training and serve as a backup for associates to ensure continuity of operations.
Perform administrative duties including timecard review, vacation scheduling, and contributing to performance management.
Create and maintain documentation such as SOPs, SOWs, SPIs, and KPIs.
Deliver customer reporting and conduct data analysis to support operational insights.
Act as a liaison between the customer, Avantor Services, and Avantor Sales to ensure alignment and satisfaction.
Perform additional duties as assigned to support team and customer success.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Avantor is proud to be an equal opportunity employer.
Why Avantor?
Dare to go further in your career. Join our global team of 14,000+ associates whose passion for discovery and determination to overcome challenges relentlessly advances life-changing science.
The work we do changes people's lives for the better. It brings new patient treatments and therapies to market, giving a cancer survivor the chance to walk his daughter down the aisle. It enables medical devices that help a little boy hear his mom's voice for the first time. Outcomes such as these create unlimited opportunities for you to contribute your talents, learn new skills and grow your career at Avantor.
We are committed to helping you on this journey through our diverse, equitable and inclusive culture which includes learning experiences to support your career growth and success. At Avantor, dare to go further and see how the impact of your contributions set science in motion to create a better world. Apply today!
Pay Transparency:
The expected pre-tax pay for this position is
$51,500.00 - $83,375.00Actual pay may differ depending on relevant factors such as prior experience and geographic location.
EEO Statement:
We are an Equal Employment/Affirmative Action employer and VEVRAA Federal Contractor. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local law.
If you need a reasonable accommodation for any part of the employment process, please contact us by email at let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.
For more information about equal employment opportunity protections, please view the Know Your Rights poster.
3rd Party Non-Solicitation Policy:
By submitting candidates without having been formally assigned on and contracted for a specific job requisition by Avantor, or by failing to comply with the Avantor recruitment process, you forfeit any fee on the submitted candidates, regardless of your usual terms and conditions. Avantor works with a preferred supplier list and will take the initiative to engage with recruitment agencies based on its needs and will not be accepting any form of solicitation.
Avantor offers a comprehensive benefits package including medical, dental, and vision coverage, wellness programs, health savings and flexible spending accounts, a 401(k) plan with company match, and an employee stock purchase program. Employees also receive 11 paid holidays, accrue 18 PTO days annually, are eligible for volunteer time off and 6 weeks of 100% paid parental leave (except in states that offer paid family leave). These benefits may not apply to employees covered by a collective bargaining agreement or those subject to other eligibility rules.
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking ForPerform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll BringAdministrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & ExperienceMinimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience
Licenses & CredentialsMinimum Required: Series 7 and 63 or 66
Compensation RangeSalary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.
About StifelStifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.