Trova Advisory Group Jobs in Usa
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Job Overview – Vice President, Group Benefits Actuarial Valuation
Compensation: $225,000 – $250,000/year + bonus
Location: Remote (Based in Philadelphia, PA)
Atlantic Group is hiring a Vice President, Group Benefits Actuarial Valuation for our client, a fully remote leadership role overseeing actuarial valuation and reserving for Group Benefits products. You will ensure compliance with GAAP, IFRS 17, and Statutory standards while managing complex actuarial models, reserve adequacy, and valuation governance. The role serves as the primary actuarial contact for auditors, regulators, and senior leadership and combines deep technical expertise with people leadership.
Responsibilities as the Vice President, Group Benefits Actuarial Valuation:
- Reserving & Valuation Leadership: Lead reserve valuation across Group Benefits products in accordance with GAAP, IFRS 17, and Statutory requirements, ensuring timely completion and senior management review.
- Assumptions & Governance: Review, approve, and enhance valuation assumptions and methodologies while ensuring consistent application of actuarial standards of practice.
- Model Development & Analytics: Build, maintain, and enhance complex actuarial models to improve predictive accuracy, analytics, and regulatory compliance.
- Audit & Regulatory Oversight: Serve as the primary actuarial contact for audits, state examinations, and regulatory reviews, supporting internal controls and model governance.
- Leadership & Strategy: Manage and develop the actuarial valuation team while communicating reserving results, emerging trends, and insights to senior leadership.
Qualifications for the Vice President, Group Benefits Actuarial Valuation:
- Education: Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or a related quantitative field required.
- Experience: 10+ years of actuarial experience within Group Benefits insurance, with senior-level responsibility across valuation, reserving, and team leadership.
- Certification & Membership: Fellow of the Society of Actuaries (FSA) required, with active membership in the American Academy of Actuaries (MAA) required.
- Industry Knowledge: Strong expertise in Group Benefits products with familiarity across GAAP, IFRS 17, and Statutory reporting frameworks.
- Technical Skills: Advanced actuarial modeling, data analysis, and risk management skills with hands-on experience using complex valuation models and strong computational tools, with annuity valuation experience preferred.
- Skills & Attributes: Executive-level communication skills, experience partnering with senior leadership and Boards, strong regulatory judgment, and effective remote team leadership.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
ID #47903
Apply now to be considered for employment with Terry Labonte Chevrolet or Terry Labonte Chevrolet Collision while enrolled in Guilford Technical Community College, Forsyth Technical Community College, or other post-secondary automotive technician training program.
Employment may be counted toward a student's work-based learning requirement (refer to school for additional information).
Summary: In a learning capacity the Apprentice Technician assists the Service Technician with identifying necessary vehicle service and performing the repair, service, and/or maintenance work.
In an entry level position, the Apprentice Technician is responsible for increasing knowledge, skills, and certifications to progress to a Service Technician.
Supervisory Responsibilities: This job has no direct supervisory responsibilities.
Essential Duties and Responsibilitiesinclude the following: Assists Master/Service Technician or Team Leader with examining customer vehicles.
Assists Master/Service Technician or Team Leader with identifying necessary vehicle repairs and maintenance.
Assists with estimating cost of repairs.
Assists with performing vehicle repairs and maintenance.
Documents services performed.
Effectively utilizes available technologies to enhance customer experience.
Learns how to performs services efficiently and according to dealership guidelines.
Follows dealership and manufacturer service guidelines.
Assists Service Technician by requesting necessary parts.
Maintains CSI at or above Company standards Maintains an organized, clean and safe work area Participates in required training Records all hours worked accurately in company timekeeping system Follows Safeguards rules and regulations.
Demonstrates the Company’s Core Values Complies with Company policies and procedures Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
Other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions.
Desired Education: o GED √ High School Diploma o Associate Degree o Bachelor Degree o Master Degree o Doctorate Degree Field of Study/Work Experience: o Accounting √ Automotive o Business o Human Resources o Information Technology Desired Work Experience: √ up to 3 years o 3-5 years o 5+ years Education/Experience: Basic knowledge of automotive parts and systems.
Demonstrable mechanical skills and knowledge.
Technical training or commensurate technical experience.
Certificates and Licenses: √ Valid Driver’s License √ Eligible for NAPA training, manufacturer training, state inspection/emissions training, if applicable.
Computer Skills: Basic Computer skills to utilize timekeeping system.
Ability to learn parts department computer inventory and ordering system.
Communication Skills: Ability to understand and follow instructions.
Ability to communicate effectively with customers and company personnel.
Attendance Expectations: The position requires regular and predictable attendance.
Scheduled shifts may include evening hours, weekends, and holidays.
Physical Demands: Must be able to lift up to (50) pounds.
While performing the duties of this job, the employee is regularly required to talk and hear; stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl.
Environment Demands: Duties are performed primarily in the service area.
Work includes movement around vehicles, working in various physical positions, and the safe operation of power tools and test equipment.
May be exposed to loud noise, vibration, exhaust fumes, and other service and repair conditions.
Frequently interacts with customers, service advisors and the service manager.
Verbal and Writing Ability: Ability to read and comprehend instructions, correspondence, and memos.
Ability to effectively present information in one-on-one and small group situations to customers and other employees.
Math Ability: Ability to add, subtract, multiply and divide.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions.
Ability to deal with standardized situations.
Ability to understand and follow technical manuals.
Core Values: To perform the job successfully, an individual should demonstrate the following Core Values: Servant Leadership Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
Teamwork through Trust & Respect Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
Integrity Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make.
Commitment to Customer Enthusiasm Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
Passion for Winning Hendrick’s tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people.
Accountability at All Levels Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
Commitment to Continuous Improvement Every day we soften our hearts as well as our egos, in order to seek out and improve upon areas of opportunity within ourselves and our team.
This job description in no way states or implies that these are the only duties and responsibilities to be performed by this employee.
The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor.
This job description is subject to revision at the discretion of the company.
Hendrick is an Equal Opportunity employer.
Minorities, women, veterans, and individuals with disabilities are encouraged to apply.
For more information regarding the EEOC, please visit .
This is a 300+ provider physician led group with over 30 years in the community.
Ideal candidate has at least a year of experience, expertise in breast pathology as well as cytopathology.
Come to one of the best beach cities in the USA! Employed Position with 300+ Provider, Physician Run Multispecialty Group.
Employed with Yearly Salary, Quality Bonus, Comprehensive Benefits Package.
Signing Bonus.
Ideal Candidate has Experience and Certification in Anatomic, Clinical and Cytopathology.
Practice Located in St Petersburg.
This is a 300+ provider physician led group with over 30 years in the community.
Ideal candidate has at least a year of experience, expertise in breast pathology as well as cytopathology.
Come to one of the best beach cities in the USA! Employed Position with 300+ Provider, Physician Run Multispecialty Group.
Employed with Yearly Salary, Quality Bonus, Comprehensive Benefits Package.
Signing Bonus.
Ideal Candidate has Experience and Certification in Anatomic, Clinical and Cytopathology.
Practice Located in St Petersburg.
- New Britain Salary Range : 0.00
- 0.00 per year (USD Permanent) Job Type : Permanent Recruiter Email : Ob/Gyn APRN needed for large multispecialty group located in the Hartford, CT area.
Candidate should be certified in Womens Health and ideally licensed in CT.
This position is considered full time with a four day work week, no holidays, weekends or on-call responsibilities.
Group has fully integrated EMR and all providers share one medical record/patient.
28 Office locations are in a family friendly community just south of Hartford and group has over 250 providers.
The area is central to NYC, Boston and Providence.
With museums, culture, nightlife, parks, recreation and affordable, safe neighborhoods, this area is perfect for a combination or urban and suburban living.
Job Title: District Manager
Location: Travel Required
Reports To: Director of Operations
Department of Labor Classification: Salary Exempt
Work Week: 50 to 55-hour work week with varied scheduled to support business needs.
Travel Requirements: Willing to travel approximately 25% or more when
Our Culture is much more than a page on a website or an inspirational poster on a wall. To us, our culture is who we truly are and what we love to do. We use it to make every decision in our company. We encourage our team to live by it and hold each other accountable to it. We base hiring, promotions, team member reviews, performance and communication off of it.
Our Culture consists of the 4 Core Values mentioned and we use them every day. Walk into any of our cafes and you will see them prominently displayed. We believe our culture is one trait that sets DYNE Hospitality Group apart from the rest.
- Invest In People
- Understand Why
- Make Smart Decisions
- Make It Happen
DYNE Hospitality Group offers competitive wages, benefits, and long-term career growth.
Job Summary:
The focus of this position is to provides operational support for General Managers for up to 8 – 10 cafes.
Duties/Responsibilities:
- Recruit, train, and develop General Managers.
- Ensure that the cafes adhere to company policies, procedures, safety & cleanliness standards.
- KPI: Managing and meeting café targets.
- Manage and monitor the cafe's P&L reports.
- Address operational and people issues in a timely manner.
- Ensure guest satisfaction goals are being met.
FINANCIAL RESULTS:
- Monitor Daily & Weekly KPI metrics.
- Monthly P&L review
- Develop strategies for sales growth.
DYNE CULTURE / LEADERSHIP:
- Models and lives out the DYNE mission and Pillars of Culture.
- Responsible for people development and succession planning.
- Commitment to personal development & strive to continuously improve your leadership skills.
Required Skills/Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Excellent verbal and written communication skills
- Excellent management and supervisory skills.
- Excellent written and verbal communication skills.
- Excellent organizational and time management skills.
- Proficient in Microsoft Office Suite or similar software.
Education and Experience:
- Bachelors degree preferred or equivalent experience.
- 2-5 years or more of related experience is required.
PI0da11b18d547-3631
This township of roughly 30,000 people is located just to the east of the NJ Turnpike, 15 minutes from downtown Philadelphia.
Work out of one hospital with a 1:4 call schedule.
Robotics available but not required.
Single Specialty Group Employee, Traditional.
1:4 Call Ratio.
Confidential Annual Salary.
daVinci is available for those desiring to use it.
Work out of one hospital.
Close to downtown Philadelphia.
Terrific school system with both public and private options.
Marketing support .
This township of roughly 30,000 people is located just to the east of the NJ Turnpike, 15 minutes from downtown Philadelphia.
Work out of one hospital with a 1:4 call schedule.
Robotics available but not required.
Single Specialty Group Employee, Traditional.
1:4 Call Ratio.
Confidential Annual Salary.
daVinci is available for those desiring to use it.
Work out of one hospital.
Close to downtown Philadelphia.
Marketing support .
Terrific school system with both public and private options.
Established single-specialty group seeking fellowship trained Uro-Gynecologist with pelvic/reconstruction skills.
Enjoy an earning potential of $600k, no call, and more in this employed opportunity.Single Specialty Group Employee, Traditional.
No Call.
$350-375K Annual Salary.
Earning Potential of $600,000.
WRVU production incentives.
Residency/Fellowship Stipend possible.
CME time and $4,000 available.
Ancillary income available from Surgery Center.
401K.
eClinicalWorks in use for EMR.
Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.
The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.
Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.
Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.
Investment Real Estate Expertise
- Supporting the valuation process, creating spreadsheets and preparing financial analysis
- Conducting research on comps and similar data
- Creating pitch presentations for new listings
- Scheduling inspections and managing due diligence
- Drafting letters of intent / purchase and sales agreements
- Drafting correspondence
- Overseeing transactions through to closing including reviewing written agreements
- Showing properties
Sales
- Making introduction calls (Cold Calls and Warm Calls) to potential new clients
- Supporting the Senior Vice President with his pipeline of potential new clients
- Managing marketing processes to support the sales process
Project Management
- Managing deal-flow in Salesforce
- Ensuring that deadlines are met
- Tracking and monitoring negotiations
- Seeing tasks through to completion
Core daily functions will include:
- Project Management
- Sales
- Operations Support
Required Skills and Experience
~ 4 Year Bachelor’s Degree
~ Mastery of Microsoft Office, especially Outlook, Word, and Excel
~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.
Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
About the Job
Redwood Electric Group is seeking a proactive and detail-oriented Administrative Assistant to support our on-site Project Management and Field teams. This role is essential to keeping project operations running smoothly and efficiently, requiring strong organizational skills, financial awareness, and the ability to communicate effectively across teams.
About Us
Redwood Electric Group provides electrical construction and design services across the Greater Bay Area and Northern Nevada, with offices in Santa Clara, San Leandro, Vacaville, Sacramento, and Reno. Our success is rooted in our commitment to customer satisfaction, innovation, and a team dedicated to exceeding expectations.
Duties/Responsibilities
- Provide administrative support to ensure efficient office operations, including answering phone calls, scheduling meetings, and supporting visitors.
- Perform general administrative tasks such as filing, typing, copying, scanning, and making travel arrangements for senior staff.
- Assist with the preparation and submission of project proposals and bids.
- Facilitate the project process from setup to closeout by organizing initial documentation, coordinating necessary approvals, tracking project milestones, maintaining project documentation, managing transmittals and submittals, creating O&M manuals, drafting warranty letters, and preparing closeout documents.
- Manage insurance certificates and bonds, including bid, payment, and performance bonds.
- Handle contracts and change orders, ensure approvals, and provide copies to accounting.
- Oversee the Potential Change Order (PCO) process within ProjectSight, ensuring accurate reconciliation of the PCO log with the accounting software.
- Support special projects and organize occasional job-site or office meetings, lunches, and breakfasts.
- Copy, scan, and order drawings for projects as requested.
Required Skills/Abilities
- Proficiency in computer software, including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and Bluebeam.
- Strong organizational and priority management skills.
- Excellent interpersonal, verbal, and written communication skills.
- Strong administrative writing and reporting skills.
- Competence in managing processes and analyzing information.
- Ability to solve problems efficiently and effectively.
- High level of professionalism and integrity.
Education and Experience
- High school diploma or GED required.
- Minimum of 3 years of administrative assistant experience, preferably in the construction industry.
Working Conditions
- This position is based in our Redwood City office and is not eligible for remote work.
- Work may be performed in an office or on active job sites, depending on role and project needs.
- Office work includes sitting, typing, and using a computer for extended periods.
- Noise levels range from quiet (office) to high (job sites).
- May require occasional travel to project locations or meetings.
- REG will provide reasonable accommodations as required by the ADA and applicable state law.
Disclaimer
The duties and responsibilities listed above are representative of the work typically performed in this role, but are not intended to be a comprehensive list. Actual responsibilities may vary depending on department needs, project scope, or business requirements. Employees may be assigned additional tasks as needed to support company goals and operations.
Our audiologists work in a dynamic, multidisciplinary environment, providing a broad spectrum of services across both inpatient and outpatient settings. Core responsibilities for this role include:
- Comprehensive diagnostic audiologic evaluations for infants and children
- Brainstem Auditory Evoked Response (BAER) testing under natural sleep and general anesthesia
- Collaboration with ENT physicians and other specialists in patient care planning
- Hearing aid evaluations, fittings, and follow-up
- Cochlear implant evaluations, activations, and follow-up
- Participation in intraoperative facial nerve monitoring and VNG testing, as needed
Qualifications:
- Doctorate in Audiology (Au.D. or Ph.D.) from an accredited program
- California Audiology and Hearing Aid Dispensing Licenses (or eligibility to obtain)
- Strong pediatric diagnostic experience preferred
- Spanish-speaking ability is a plus, but not required
- Excellent communication skills and a commitment to patient-centered care
Join us in making a meaningful difference in the lives of children and families across Southern California while advancing your professional skills in a rewarding academic environment.
About the area
Loma Linda, recognized as the only Blue Zone in the nation, is a family-friendly community known for its strong sense of community and commitment to health and wellness. Loma Linda University is located in Southern California between Los Angeles and Palm Springs in an area known as the Inland Empire. Nestled at the foot of the San Bernardino mountains, we have convenient access to beaches, skiing, hiking, and a variety of other outdoor activities. This growing region has a low cost of living and excellent private and public school systems. Faculty members are eligible for federal student loan forgiveness programs.
Compensation & Benefits
The compensation range listed is for starting base compensation only and is adjusted based upon years of experience and/or faculty rank: $95,000 - $143,000. This amount does not include variable compensation or extra productivity and is subject to the individual department compensation plans. More information on compensation is discussed with the departments during the recruitment process.
Our benefits include:
- Generous Retirement Contribution
- Comprehensive Medical/Dental Coverage
- Competitive Vacation & Sick Days
- CME Days and Funds
- Relocation Assistance (if applicable)
- Paid Malpractice Insurance
- Paid Life Insurance
- Federal Loan Repayment (if eligible)
Physician Loan Repayment:
For more information on Loan Forgiveness, please click on the links below:
Public Service Loan Forgiveness
We are a California Employer - Please note that a California residency is required upon start date.
This opportunity is not eligible for a Conrad 30 waiver.
Earn a competitive salary with wRVU incentives in a supportive environment with four other Neurologists on staff.
Loan forgiveness and a stipend is available while training is completed.
Hospital Employee, Traditional.
Competitive Salary OR Income Guarantee.
WRVU production incentives.
Signing Bonus available, contact us for details.
Relocation Bonus available.
CME time and money available.
Retirement plan provided.
Backed by the local hospital, the position will include a robust compensation package that will have room to negotiate for partnership.
The area itself is a fisherman's and hunter's paradise boasting all kinds of outdoor activities, including a golf course that is consistently ranked among the best in Texas.
Do not let this exciting opportunity pass you by, submit your CV to be considered for an interview.Single Specialty Group Employee .
1:3 Call Ratio.
Partnership track negotiable.
ERCP available.
New Grads and Fellows Welcome to Apply!.
Your opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at-
Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- CFP® designation, CFA® designation required (may consider 24 month condition of employment)
- Bachelor’s Degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 license required (may consider a 120-day COE)
- Active and valid FINRA 9/10 required (may consider a 120-day COE)
- Five plus years’ experience in the financial services industry
- Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Controller - Real Estate Asset Management & Strategic Advisory Firm - Fully Remote - $160k-$180k + B
The Firm:
A privately backed Real Estate Asset Management & Strategic Advisory Firm with a diversified, multi-state commercial portfolio is expanding its finance function. The firm operates at the intersection of asset management, investment oversight, and strategic advisory, partnering closely with ownership groups, lenders, and institutional stakeholders.
Led by seasoned real estate principals with deep experience across office, retail, mixed-use, and other asset classes, the organization combines institutional discipline with an agile, high-accountability culture.
This is a remote position with a preference for candidates within commuting distance to New York City for periodic in-person collaboration.
The Role:
The Controller will serve as a key finance partner supporting portfolio performance, capital oversight, and ownership reporting across a national portfolio.
This is not a traditional property accounting role. Instead, this position bridges property-level financial review with investment-level analysis, debt oversight, and portfolio reporting. The right candidate will be comfortable operating independently, interacting with asset management and capital partners, and strengthening financial processes in a lean environment.
You will work cross-functionally with asset management, third-party property managers, lenders, and external accounting providers to ensure accurate reporting, disciplined cash management, and clear financial visibility across assets.
Responsibilities:
Portfolio & Property Financial Oversight
- Review monthly and quarterly property financial packages prepared by third-party managers
- Analyze operating statements, balance sheets, cash flow, general ledger activity, and variance reporting
- Monitor portfolio-level performance metrics and support business plan tracking
- Identify reporting inconsistencies and partner with property managers to improve accuracy and timeliness
Capital & Debt Management
- Track lender reporting requirements and debt covenant compliance
- Review debt service calculations, reserve activity, and capital expenditure funding
- Support refinancing and recapitalization initiatives, including financial analysis and data coordination
- Assist with capital planning and cash forecasting across assets
Ownership & Investment Reporting
- Support preparation of ownership-level and partnership financial reporting
- Track capital contributions, distributions, and member loan activity
- Coordinate with external auditors and tax providers to ensure timely and accurate deliverables
- Assist in preparing consolidated portfolio reporting for internal and external stakeholders
Process & Infrastructure Enhancement
- Strengthen internal reporting frameworks and financial controls
- Improve coordination between asset management, property managers, and external accounting partners
- Contribute to the development of scalable financial workflows as the platform grows
- Provide ad hoc financial analysis to support investment and asset-level decision-making
Qualifications:
- 7–10+ years of commercial real estate accounting or portfolio finance experience
- Strong understanding of property-level reporting and ownership/entity structures
- Experience working alongside asset management teams and interfacing with lenders
- Exposure to debt compliance, refinancing, or capital planning initiatives preferred
- Comfortable operating in a lean, high-responsibility environment
- Detail-oriented, analytical, and proactive
- Able to work independently while collaborating cross-functionally
- NYC-based or within commuting distance for periodic meetings preferred
Base Salary: $160k- $180k plus bonus
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
Please send your resume for immediate consideration to:
If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!
Advice Personnel
*Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area*
Remote working/work at home options are available for this role.
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
Provide coaching, mentoring, and development opportunities to team members.
Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
Ensure seamless client onboarding and ongoing service delivery across the advisory business.
Monitor and enhance the client experience by identifying service gaps and implementing improvements.
Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
Promote a client-first mindset throughout the team.
Advisor Support:
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Identify opportunities for process improvement and implement changes to enhance operational efficiency.
Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
Develop and deliver training programs for new and existing client service associates.
Ensure team members are proficient in systems such as Schwab and Salesforce.
Facilitate cross-training to build team flexibility and coverage.
Maintain and update training materials and reference resources.
Project and Performance Management:
Lead or support department-level projects related to client service enhancements and operational improvements.
Track and report on key service metrics.
Provide regular updates to leadership on team performance, challenges, and successes.
Ensure compliance with internal procedures and regulatory standards.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
- Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Job Description:
Overview:
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Job summary:
Chatham's Hedge Accounting Practice is a thought leader in our industry. Chatham provides world-class derivative strategy, structuring and execution advice, coupled with world-class accounting advice to ensure the best capital markets outcomes for our clients. Chatham's ability to provide this combination of advice and suite of services is unique in the marketplace. Our team members advise clients on the design and implementation of hedge accounting strategies on high-profile interest rate, foreign currency and commodity hedging transactions. We consult on a high volume of transactions annually, each with its own set of facts and circumstances, which provides our team members with tremendous opportunity to learn quickly. Often our consulting engagements lead to direct contact with our clients' auditors and regulators, which adds another nuance to the consulting process. We also engage with accounting standard setters as they work to improve the hedge accounting guidance under US GAAP and IFRS. Chatham is a professional services firm, and as such the needs of our clients influence our schedules and deadlines. However, we seek to work with our team members to provide flexibility when needed to help manage personal and professional lives.
Chatham is looking for an Accounting Advisory Associate Director who is interested in accounting, economics, and financial risk management. The ideal candidate has a willingness to learn complex areas of accounting and risk management with strong communication and advisory skills. A successful candidate will enjoy a collaborative environment, an apprenticeship development model, and be interested in challenging, client-serving work.
Your impact:
Chatham's purpose is to empower our clients to achieve the best capital markets outcomes. In this role, you will interact with treasurers, CFOs, controllers, audit partners, audit firm derivatives specialists, and standard setters. As an organization dedicated to exceptional client service, we strive to exceed client expectations with our expertise and responsiveness. This role has a major client service/consulting component. Members of the team will have the opportunity to provide answers to client questions around complex topics, conduct research, have discussions with key personnel, and truly add value to our clients' needs. One of our core principles is to win as a team. You will have the opportunity to develop a specialization in this role - work with intelligent colleagues who are as invested in your success as they are in their own, learn about many different industries in an environment that encourages asking questions, and develop in your role.
In this role you will:
- Develop an excellent understanding of hedge accounting and the underlying economics of interest rate, foreign currency and commodities hedging through daily interaction with Chatham's hedging advisors
- Advise clients up to the highest levels of accounting and finance on structuring, implementing and ongoing accounting for various hedging strategies, including preparation of board presentation materials, accounting policy papers and technical accounting memos, pro-forma financial statement impact analysis, hedge designation memos, hedge effectiveness tests and sensitivity analyses
- Manage a portfolio of clients providing advice on hedging strategies, running and analyzing effectiveness tests, drafting hedge designation memos, creating journal entries and financial statement disclosures in accordance with US GAAP and IFRS, and providing management and auditor support
- Serve as a subject matter expert who your clients and colleagues seek for guidance often requiring preparation and presentation of technical accounting education materials to various stakeholders
- Lead projects to help clients design hedge accounting programs that meet their economic and financial reporting objectives
- Contribute to internal initiatives to drive process efficiency, standardization, and technology design by providing technical accounting expertise
- Work together with our Advisory and Accounting Operations team members to prepare and review period-end accounting deliverables that will impact the client's financial reporting
- Work directly with clients and internal teams to onboard client portfolios or new hedging strategies into our technology platform
- Contribute to cutting-edge research in one of the most complex and still-evolving areas of accounting
Contributors to your success:
- A bachelor's or master's degree in accounting; a minor or interest in economics or finance is a plus
- Certified Public Accountant (CPA) designation
- 4+ years in public accounting audit or accounting advisory (Big Four is a plus)
- A passion for technical accounting, related research, and reading and applying US GAAP and/or IFRS accounting standards
- Experience in ASC 815/ASC 820 and/or IFRS 9/IFRS 13 and desire to become a subject matter expert on these topics
- A desire to thrill clients - the client service part of public accounting is fulfilling for you, and you'd like to carry your client-service orientation into this next opportunity
- Strong teamwork mentality with the understanding that a committed and diverse team always outperforms an individual
- Strong attention to detail
- Excellent oral and written communication skills with the ability to distill complex topics concisely to a diverse range of client audiences
- Quantitative/analytical skills and mathematical proficiency
- Ability to prioritize competing demands to deliver a high level of client service
- Excellent Excel and PowerPoint experience
- An interest in finance will help you in understanding the economics of the derivatives transactions and how to account for these transactions
- A commitment to working in the office in a highly collaborative environment
- Travel of ~10% is possible; our work is not conducted at our clients' locations, but we do travel occasionally for business development and relationship management purposes
About Chatham Financial:
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .
Chatham Financial is an equal opportunity employer.
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you haveRequired Qualifications:
- CFP® designation or CFA® designation
- Bachelor’s degree
- Active and valid FINRA Series 7 license
- May be obtained with a 120-day condition of employment
- Active and valid FINRA Series 66 license required
- May be obtained with a 120-day condition of employment
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
- Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
- CFP® designation or CFA® designation
- Bachelor’s degree
- Active and valid FINRA Series 7 license
- May be obtained with a 120-day condition of employment
- Active and valid FINRA Series 66 license required
- May be obtained with a 120-day condition of employment
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
- Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
