Job Family: Admitting Representative Travel Required: None Clearance Required: None What You Will Do: The Financial Counselor is responsible for POS payments for patients receiving or who have received services at the facility. This position estimates patient liability for services rendered and communicates with patients regarding financial responsibility. Patient portions due, are to be collected before patient discharge. What You Will Need: High School Diploma, GED, or equivalent work experience required. 1-3 years prior relevant experience Working knowledge/experience of Federal, State and County eligibility programs. Must be able to type 35-45 words per minute. What Would Be Nice to Have: PC skills in a Windows environment are required. Knowledge of Word and Excel are helpful. Ability to initiate and follow through on projects and work independently. Excellent written and verbal communication skills. Medical terminology, data entry, prior admitting, entitlement, business office or physician office experience preferred. Bilingual (English/Spanish) preferred. Excellent interpersonal skills. Computer, fax, telephone etiquette a must What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
12/17/2025
Full time
Job Family: Admitting Representative Travel Required: None Clearance Required: None What You Will Do: The Financial Counselor is responsible for POS payments for patients receiving or who have received services at the facility. This position estimates patient liability for services rendered and communicates with patients regarding financial responsibility. Patient portions due, are to be collected before patient discharge. What You Will Need: High School Diploma, GED, or equivalent work experience required. 1-3 years prior relevant experience Working knowledge/experience of Federal, State and County eligibility programs. Must be able to type 35-45 words per minute. What Would Be Nice to Have: PC skills in a Windows environment are required. Knowledge of Word and Excel are helpful. Ability to initiate and follow through on projects and work independently. Excellent written and verbal communication skills. Medical terminology, data entry, prior admitting, entitlement, business office or physician office experience preferred. Bilingual (English/Spanish) preferred. Excellent interpersonal skills. Computer, fax, telephone etiquette a must What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Property Manager (Tax Credit experience preferred) WSH Management is seeking a highly motivated Resident Manager to oversee the day-to-day operations of a 58-unit LIHTC/PSH community in Santa Ana, CA. This is an excellent opportunity to manage a multi-family community focused on delivering quality housing to residents. The Resident Manager is responsible for the day-to-day management of community policies, payables, and preparing the annual budget. Additionally, ensure the property is rented to the fullest capacity and lost rent is minimized. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Property Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Ability to understand financial goals, operate asset in owners' best interest in accordance with policies & procedures. Address resident concerns and requests in timely basis to ensure resident satisfaction with management. Ensure efficiency of staff through leadership, ongoing training, instruction and counseling as applicable. Maintain community appearance and ensure repairs are noted and completed on timely basis. Ensure property is rented to fullest capacity and lost rent is minimized. What we offer: Salary: $27.00 to $28.00 per hour Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week Two Bedroom Apartment included to live onsite Financial Demonstrate ability to understand financial goals, operate assets in owners' best interest in accordance with Policies & Procedures Manual. Maintain accurate records of all community transactions and submit on a timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). Daily review of property Yardi dashboard. Review all vacant and available units to ensure timely move-ins. Prepare annual budgets and income projections in a timely and accurate manner. Ensure that all rents and late fees/check charges are collected, posted, and deposited in a timely manner. Generate necessary legal action documents and process in accordance with Landlord/Tenant Laws, Fair Housing Laws, and company guidelines. Provide constant vendor/contractor communications concerning scheduling, billings, vendor relations, and certificates of insurance. Ensure that invoices are accurately processed for approval and payment by Corporate offices, manage petty cash and all funds. Leasing Ensure property is rented to fullest capacity and lost rent is minimized. Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy and move-in. Utilize marketing strategies to secure prospective residents. Confirm that leasing staff techniques are effective in qualifying and securing future residents. Confirm that leasing staff gather information about market competition in the area and file. Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. Represent the company in a professional manner at all times. Administrative Prepare and/or implement procedures and systems within company guidelines to ensure orderly and efficient workflow. Working knowledge of California landlord/tenant laws and common procedures and notices. Confirm all leases and corresponding paperwork are completed and input into software systems accurately and on a timely basis. Ensure current resident files are properly maintained and in required order. Ensure all administrative paperwork is accurate, complete, and submitted on a timely basis. Ensure compliance with all applicable affordable housing programs. Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc., within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). Resident Retention Conduct quarterly Resident Meetings. Deal with resident concerns and requests on a timely basis to ensure resident satisfaction with management. Participate in resident social service programs and/or coordinate resident activities programs. Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). Consistently implement policies of the community. Daily review of all emails and respond as necessary within 24 hours. Personnel Management Consistently use successful techniques and company directives to screen, hire, orient, and train new personnel. Ensure efficiency of staff through ongoing training, instruction, counseling, and leadership. Plan weekly/daily brief meetings with staff to review schedules, work order status, and assignments. Coordinate maintenance schedule and assignments with Maintenance Supervisor. Administer action plans consistently and on a timely basis with performance problems. Document appropriately, communicate situation to supervisor, Human Resources Director, and terminate properly when necessary. Provide support to staff to encourage teamwork and lead as an example in creating a harmonious environment. Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance Maintain community appearance and ensure repairs are noted and completed on a timely basis. This requires regular community inspections and tours. Assure quality and quantity of market-ready apartments. Ensure that models and market-ready apartments are walked daily and communicate any service-related needs to maintenance. Ensure that service request procedures are followed, recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow-up. Safety Learn and ensure compliance with all company, local, state, and federal safety rules. Ensure that unsafe conditions are corrected in a timely manner. Direct staff to follow a "safety first" principle. Abilities Ability to make decisions, meet targets, and work under pressure. Strong command of the English language, including proper grammar, spelling, and sentence structure. Thorough understanding of the English language and ability to communicate effectively with others. Strong writing and proofreading skills. Attention to detail in all aspects of job performance. Effectively prioritize multiple projects simultaneously while meeting deadlines. Demonstrated managerial and leadership skills. Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. A sense of urgency, comfort with ambiguity, drive for results, and ability to remain true to the company's brand and image. Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions, and initiate appropriate course of action. Effectively convey ideas, images, and goals to a diverse group of personalities. Possess a positive attitude, keep calm, and smile under all circumstances. Property Manager Qualifications/Preferred Qualifications While we are proud to offer on-the-job training for all positions, we prefer you to start with the following experience: Minimum of 2 years on-site as a Resident Manager; will consider 3 years supervisory experience in a customer service-related business with appropriate certification(s). Will consider 3 years of an Assistant Manager to a comparable community, demonstrating key leadership and decision-making roles/duties. Affordable Housing experience. Preferably Tax-Credit experience. Yardi software experience preffered. High School Diploma Required. College degree preferred. Must possess strong attention to detail and sales ability. Competence in personal computer skills, keyboard, internet search, math, Microsoft Office Suite/Office 365 including Word, Excel, Outlook as well as property management software applications. Must possess a valid driver's license and maintain current auto insurance. Candidate will be required to pass a background and drug screening (a conviction will not necessarily disqualify you from employment with WSH Management). About Us: Join a Team That Makes a Difference - WSH Management For over 25 years, WSH Management has been a trusted leader in managing senior and multifamily apartment communities across California. With deep expertise in both affordable and market-rate housing . click apply for full job details
12/17/2025
Full time
Property Manager (Tax Credit experience preferred) WSH Management is seeking a highly motivated Resident Manager to oversee the day-to-day operations of a 58-unit LIHTC/PSH community in Santa Ana, CA. This is an excellent opportunity to manage a multi-family community focused on delivering quality housing to residents. The Resident Manager is responsible for the day-to-day management of community policies, payables, and preparing the annual budget. Additionally, ensure the property is rented to the fullest capacity and lost rent is minimized. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Property Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Ability to understand financial goals, operate asset in owners' best interest in accordance with policies & procedures. Address resident concerns and requests in timely basis to ensure resident satisfaction with management. Ensure efficiency of staff through leadership, ongoing training, instruction and counseling as applicable. Maintain community appearance and ensure repairs are noted and completed on timely basis. Ensure property is rented to fullest capacity and lost rent is minimized. What we offer: Salary: $27.00 to $28.00 per hour Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week Two Bedroom Apartment included to live onsite Financial Demonstrate ability to understand financial goals, operate assets in owners' best interest in accordance with Policies & Procedures Manual. Maintain accurate records of all community transactions and submit on a timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). Daily review of property Yardi dashboard. Review all vacant and available units to ensure timely move-ins. Prepare annual budgets and income projections in a timely and accurate manner. Ensure that all rents and late fees/check charges are collected, posted, and deposited in a timely manner. Generate necessary legal action documents and process in accordance with Landlord/Tenant Laws, Fair Housing Laws, and company guidelines. Provide constant vendor/contractor communications concerning scheduling, billings, vendor relations, and certificates of insurance. Ensure that invoices are accurately processed for approval and payment by Corporate offices, manage petty cash and all funds. Leasing Ensure property is rented to fullest capacity and lost rent is minimized. Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy and move-in. Utilize marketing strategies to secure prospective residents. Confirm that leasing staff techniques are effective in qualifying and securing future residents. Confirm that leasing staff gather information about market competition in the area and file. Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. Represent the company in a professional manner at all times. Administrative Prepare and/or implement procedures and systems within company guidelines to ensure orderly and efficient workflow. Working knowledge of California landlord/tenant laws and common procedures and notices. Confirm all leases and corresponding paperwork are completed and input into software systems accurately and on a timely basis. Ensure current resident files are properly maintained and in required order. Ensure all administrative paperwork is accurate, complete, and submitted on a timely basis. Ensure compliance with all applicable affordable housing programs. Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc., within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). Resident Retention Conduct quarterly Resident Meetings. Deal with resident concerns and requests on a timely basis to ensure resident satisfaction with management. Participate in resident social service programs and/or coordinate resident activities programs. Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). Consistently implement policies of the community. Daily review of all emails and respond as necessary within 24 hours. Personnel Management Consistently use successful techniques and company directives to screen, hire, orient, and train new personnel. Ensure efficiency of staff through ongoing training, instruction, counseling, and leadership. Plan weekly/daily brief meetings with staff to review schedules, work order status, and assignments. Coordinate maintenance schedule and assignments with Maintenance Supervisor. Administer action plans consistently and on a timely basis with performance problems. Document appropriately, communicate situation to supervisor, Human Resources Director, and terminate properly when necessary. Provide support to staff to encourage teamwork and lead as an example in creating a harmonious environment. Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance Maintain community appearance and ensure repairs are noted and completed on a timely basis. This requires regular community inspections and tours. Assure quality and quantity of market-ready apartments. Ensure that models and market-ready apartments are walked daily and communicate any service-related needs to maintenance. Ensure that service request procedures are followed, recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow-up. Safety Learn and ensure compliance with all company, local, state, and federal safety rules. Ensure that unsafe conditions are corrected in a timely manner. Direct staff to follow a "safety first" principle. Abilities Ability to make decisions, meet targets, and work under pressure. Strong command of the English language, including proper grammar, spelling, and sentence structure. Thorough understanding of the English language and ability to communicate effectively with others. Strong writing and proofreading skills. Attention to detail in all aspects of job performance. Effectively prioritize multiple projects simultaneously while meeting deadlines. Demonstrated managerial and leadership skills. Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. A sense of urgency, comfort with ambiguity, drive for results, and ability to remain true to the company's brand and image. Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions, and initiate appropriate course of action. Effectively convey ideas, images, and goals to a diverse group of personalities. Possess a positive attitude, keep calm, and smile under all circumstances. Property Manager Qualifications/Preferred Qualifications While we are proud to offer on-the-job training for all positions, we prefer you to start with the following experience: Minimum of 2 years on-site as a Resident Manager; will consider 3 years supervisory experience in a customer service-related business with appropriate certification(s). Will consider 3 years of an Assistant Manager to a comparable community, demonstrating key leadership and decision-making roles/duties. Affordable Housing experience. Preferably Tax-Credit experience. Yardi software experience preffered. High School Diploma Required. College degree preferred. Must possess strong attention to detail and sales ability. Competence in personal computer skills, keyboard, internet search, math, Microsoft Office Suite/Office 365 including Word, Excel, Outlook as well as property management software applications. Must possess a valid driver's license and maintain current auto insurance. Candidate will be required to pass a background and drug screening (a conviction will not necessarily disqualify you from employment with WSH Management). About Us: Join a Team That Makes a Difference - WSH Management For over 25 years, WSH Management has been a trusted leader in managing senior and multifamily apartment communities across California. With deep expertise in both affordable and market-rate housing . click apply for full job details
Property Manager (Tax Credit experience preferred) WSH Management is currently recruiting for a Property Manager a 82-unit apartments for the Senior 55+ community located at Montevista Senior Apartments in San Pablo, CA. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Property Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Ability to understand financial goals, operate asset in owners' best interest in accordance with policies & procedures. Address resident concerns and requests in timely basis to ensure resident satisfaction with management. Ensure efficiency of staff through leadership, ongoing training, instruction and counseling as applicable. Maintain community appearance and ensure repairs are noted and completed on timely basis. Ensure property is rented to fullest capacity and lost rent is minimized. What we offer: Salary: $32.00 to $34.00 per hour Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week, Monday to Friday 8-5pm 1 or 2 Bedroom Apartment included to live onsite Financial • Demonstrate ability to understand financial goals, operate asset in owners' best interest in accordance with Policies & Procedures Manual. • Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). • Daily review of property Yardi dashboard. • Review all vacant and available units to ensure timely move ins. • Prepare annual budgets and income projections in a timely and accurate manner. • Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. • Generate necessary legal action, documents and process in accordance with Landlord/Tenant Law, Fair Housing Laws and Company guidelines. • Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. • Ensure that invoices are accurately processed for approval and payment by Corporate office, manage petty cash and all funds. • Performs other related duties as assigned. • Carries out additional responsibilities as needed to support department and company objectives Leasing • Ensure property is rented to fullest capacity and lost rent is minimized. • Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy, and move in. • Utilize marketing strategies to secure prospective residents. • Confirm that leasing staff techniques are effective in qualifying and securing future residents. • Confirm that leasing staff gather information about market competition in the area and file. • Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. • Represent the company in a professional manner at all the times. Administrative • Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow. • Working knowledge of California landlord/tenant law, and common procedures and notices. • Confirm all leases and corresponding paperwork are completed and input to software System accurately and on a timely basis. • Ensure current resident files are properly maintained and in required order. • Ensure all administrative paperwork is accurate, complete and submitted on a timely basis. • Ensure compliance with all applicable affordable housing programs. • Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc. within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). • Resident Retention • Conduct quarterly Resident Meetings • Deal with resident concerns and requests on timely basis to ensure resident satisfaction with management. • Participate in resident social service programs and/or coordinate resident activities program. • Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). • Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). • Consistently implement policies of the community. • Daily review of all emails and respond as necessary within 24 hours. Personnel Management • Consistently use successful techniques and company directives to screen, hire, orient and train new personnel. • Ensure efficiency of staff through ongoing training, instruction, counseling and leadership. • Plan weekly/daily brief meeting with staff to review schedules, work order status and assignments. • Coordinate maintenance schedule and assignments with Maintenance Supervisor. • Administer action plans consistently, and on a timely basis with performance problems. Document appropriately, communicate situation supervisor, Human Resources Director, and terminate properly when necessary. • Provide support to staff to encourage team work and lead as an example in creating a harmonious environment. • Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance • Maintain community appearance and ensure repairs are noted and completed on timely basis. This requires regular community inspections and tours. • Assure quality and quantity of market ready apartments. • Ensure that models and market ready apartments are walked daily and communicate any service related needs to maintenance. • Ensure that service request procedures are followed are recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow up. Safety • Learn and ensure compliance with all company, local, state and federal safety rules. • Ensure that unsafe conditions are corrected in a timely manner. • Direct staff to follow a "safety first" principle. Abilities • Ability to make decisions, meet targets and work under pressure. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Attention to details in all aspects of job performance. • Effectively prioritize multiple projects simultaneously while meeting deadlines. • Demonstrated managerial and leadership skills. • Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. • A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company's brand and image. • Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. • Effectively convey ideas, images and goals to a diverse group of personalities. • Possess a positive attitude, keep calm and smile under all circumstances. Preferred Experience / Minimum Qualifications Professional Certifications: CAM or ARM preferred; Fair Housing certification required prior to working with prospects or residents. Experience: For Property Manager roles: minimum 4+ years on-site as a Property Manager, or 5 years as an Assistant Manager for a 100+ unit community with demonstrated leadership responsibilities. Affordable housing experience preferred; Tax Credit experience strongly preferred. Technical Skills: Proficiency with Microsoft Office Suite/Office 365 (Word, Excel, Outlook), internet research, basic math, and property management software; Yardi and RentCafe experience preferred. Compliance & Knowledge: Familiarity with OSHA laws and regulations. Willingness to participate in ongoing training related to new projects, programs, and legal requirements. Other Requirements: High school diploma required; college degree preferred. Valid driver's license, reliable transportation, and current auto insurance; position may require driving for company business. Ability to work evenings and weekends on-call as needed. Professional appearance and conduct while on-site or representing the community. Ability to pass background and drug screening (a conviction does not automatically disqualify you). Compliance with all company expectations as outlined in the Employee Handbook. About Us: Join a Team That Makes a Difference - WSH Management For over 25 years . click apply for full job details
12/17/2025
Full time
Property Manager (Tax Credit experience preferred) WSH Management is currently recruiting for a Property Manager a 82-unit apartments for the Senior 55+ community located at Montevista Senior Apartments in San Pablo, CA. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Property Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Ability to understand financial goals, operate asset in owners' best interest in accordance with policies & procedures. Address resident concerns and requests in timely basis to ensure resident satisfaction with management. Ensure efficiency of staff through leadership, ongoing training, instruction and counseling as applicable. Maintain community appearance and ensure repairs are noted and completed on timely basis. Ensure property is rented to fullest capacity and lost rent is minimized. What we offer: Salary: $32.00 to $34.00 per hour Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week, Monday to Friday 8-5pm 1 or 2 Bedroom Apartment included to live onsite Financial • Demonstrate ability to understand financial goals, operate asset in owners' best interest in accordance with Policies & Procedures Manual. • Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). • Daily review of property Yardi dashboard. • Review all vacant and available units to ensure timely move ins. • Prepare annual budgets and income projections in a timely and accurate manner. • Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. • Generate necessary legal action, documents and process in accordance with Landlord/Tenant Law, Fair Housing Laws and Company guidelines. • Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. • Ensure that invoices are accurately processed for approval and payment by Corporate office, manage petty cash and all funds. • Performs other related duties as assigned. • Carries out additional responsibilities as needed to support department and company objectives Leasing • Ensure property is rented to fullest capacity and lost rent is minimized. • Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy, and move in. • Utilize marketing strategies to secure prospective residents. • Confirm that leasing staff techniques are effective in qualifying and securing future residents. • Confirm that leasing staff gather information about market competition in the area and file. • Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. • Represent the company in a professional manner at all the times. Administrative • Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow. • Working knowledge of California landlord/tenant law, and common procedures and notices. • Confirm all leases and corresponding paperwork are completed and input to software System accurately and on a timely basis. • Ensure current resident files are properly maintained and in required order. • Ensure all administrative paperwork is accurate, complete and submitted on a timely basis. • Ensure compliance with all applicable affordable housing programs. • Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc. within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). • Resident Retention • Conduct quarterly Resident Meetings • Deal with resident concerns and requests on timely basis to ensure resident satisfaction with management. • Participate in resident social service programs and/or coordinate resident activities program. • Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). • Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). • Consistently implement policies of the community. • Daily review of all emails and respond as necessary within 24 hours. Personnel Management • Consistently use successful techniques and company directives to screen, hire, orient and train new personnel. • Ensure efficiency of staff through ongoing training, instruction, counseling and leadership. • Plan weekly/daily brief meeting with staff to review schedules, work order status and assignments. • Coordinate maintenance schedule and assignments with Maintenance Supervisor. • Administer action plans consistently, and on a timely basis with performance problems. Document appropriately, communicate situation supervisor, Human Resources Director, and terminate properly when necessary. • Provide support to staff to encourage team work and lead as an example in creating a harmonious environment. • Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance • Maintain community appearance and ensure repairs are noted and completed on timely basis. This requires regular community inspections and tours. • Assure quality and quantity of market ready apartments. • Ensure that models and market ready apartments are walked daily and communicate any service related needs to maintenance. • Ensure that service request procedures are followed are recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow up. Safety • Learn and ensure compliance with all company, local, state and federal safety rules. • Ensure that unsafe conditions are corrected in a timely manner. • Direct staff to follow a "safety first" principle. Abilities • Ability to make decisions, meet targets and work under pressure. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Attention to details in all aspects of job performance. • Effectively prioritize multiple projects simultaneously while meeting deadlines. • Demonstrated managerial and leadership skills. • Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. • A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company's brand and image. • Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. • Effectively convey ideas, images and goals to a diverse group of personalities. • Possess a positive attitude, keep calm and smile under all circumstances. Preferred Experience / Minimum Qualifications Professional Certifications: CAM or ARM preferred; Fair Housing certification required prior to working with prospects or residents. Experience: For Property Manager roles: minimum 4+ years on-site as a Property Manager, or 5 years as an Assistant Manager for a 100+ unit community with demonstrated leadership responsibilities. Affordable housing experience preferred; Tax Credit experience strongly preferred. Technical Skills: Proficiency with Microsoft Office Suite/Office 365 (Word, Excel, Outlook), internet research, basic math, and property management software; Yardi and RentCafe experience preferred. Compliance & Knowledge: Familiarity with OSHA laws and regulations. Willingness to participate in ongoing training related to new projects, programs, and legal requirements. Other Requirements: High school diploma required; college degree preferred. Valid driver's license, reliable transportation, and current auto insurance; position may require driving for company business. Ability to work evenings and weekends on-call as needed. Professional appearance and conduct while on-site or representing the community. Ability to pass background and drug screening (a conviction does not automatically disqualify you). Compliance with all company expectations as outlined in the Employee Handbook. About Us: Join a Team That Makes a Difference - WSH Management For over 25 years . click apply for full job details
Property Manager (Tax Credit experience preferred) WSH Management is currently recruiting for a Property Manager a 130-unit apartments for the Senior 62+ community located at Twin Oaks Apartments in Oakley, CA. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Property Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Ability to understand financial goals, operate asset in owners' best interest in accordance with policies & procedures. Address resident concerns and requests in timely basis to ensure resident satisfaction with management. Ensure efficiency of staff through leadership, ongoing training, instruction and counseling as applicable. Maintain community appearance and ensure repairs are noted and completed on timely basis. Ensure property is rented to fullest capacity and lost rent is minimized. What we offer: Salary: $32.00 to $34.00 per hour Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week, Monday to Friday 8-5pm 1 or 2 Bedroom Apartment included to live onsite Financial • Demonstrate ability to understand financial goals, operate asset in owners' best interest in accordance with Policies & Procedures Manual. • Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). • Daily review of property Yardi dashboard. • Review all vacant and available units to ensure timely move ins. • Prepare annual budgets and income projections in a timely and accurate manner. • Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. • Generate necessary legal action, documents and process in accordance with Landlord/Tenant Law, Fair Housing Laws and Company guidelines. • Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. • Ensure that invoices are accurately processed for approval and payment by Corporate office, manage petty cash and all funds. • Performs other related duties as assigned. • Carries out additional responsibilities as needed to support department and company objectives Leasing • Ensure property is rented to fullest capacity and lost rent is minimized. • Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy, and move in. • Utilize marketing strategies to secure prospective residents. • Confirm that leasing staff techniques are effective in qualifying and securing future residents. • Confirm that leasing staff gather information about market competition in the area and file. • Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. • Represent the company in a professional manner at all the times. Administrative • Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow. • Working knowledge of California landlord/tenant law, and common procedures and notices. • Confirm all leases and corresponding paperwork are completed and input to software System accurately and on a timely basis. • Ensure current resident files are properly maintained and in required order. • Ensure all administrative paperwork is accurate, complete and submitted on a timely basis. • Ensure compliance with all applicable affordable housing programs. • Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc. within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). • Resident Retention • Conduct quarterly Resident Meetings • Deal with resident concerns and requests on timely basis to ensure resident satisfaction with management. • Participate in resident social service programs and/or coordinate resident activities program. • Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). • Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). • Consistently implement policies of the community. • Daily review of all emails and respond as necessary within 24 hours. Personnel Management • Consistently use successful techniques and company directives to screen, hire, orient and train new personnel. • Ensure efficiency of staff through ongoing training, instruction, counseling and leadership. • Plan weekly/daily brief meeting with staff to review schedules, work order status and assignments. • Coordinate maintenance schedule and assignments with Maintenance Supervisor. • Administer action plans consistently, and on a timely basis with performance problems. Document appropriately, communicate situation supervisor, Human Resources Director, and terminate properly when necessary. • Provide support to staff to encourage team work and lead as an example in creating a harmonious environment. • Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance • Maintain community appearance and ensure repairs are noted and completed on timely basis. This requires regular community inspections and tours. • Assure quality and quantity of market ready apartments. • Ensure that models and market ready apartments are walked daily and communicate any service related needs to maintenance. • Ensure that service request procedures are followed are recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow up. Safety • Learn and ensure compliance with all company, local, state and federal safety rules. • Ensure that unsafe conditions are corrected in a timely manner. • Direct staff to follow a "safety first" principle. Abilities • Ability to make decisions, meet targets and work under pressure. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Attention to details in all aspects of job performance. • Effectively prioritize multiple projects simultaneously while meeting deadlines. • Demonstrated managerial and leadership skills. • Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. • A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company's brand and image. • Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. • Effectively convey ideas, images and goals to a diverse group of personalities. • Possess a positive attitude, keep calm and smile under all circumstances. Preferred Experience / Minimum Qualifications Professional Certifications: CAM or ARM preferred; Fair Housing certification required prior to working with prospects or residents. Experience: For Property Manager roles: minimum 4+ years on-site as a Property Manager, or 5 years as an Assistant Manager for a 100+ unit community with demonstrated leadership responsibilities. Affordable housing experience preferred; Tax Credit experience strongly preferred. Technical Skills: Proficiency with Microsoft Office Suite/Office 365 (Word, Excel, Outlook), internet research, basic math, and property management software; Yardi and RentCafe experience preferred. Compliance & Knowledge: Familiarity with OSHA laws and regulations. Willingness to participate in ongoing training related to new projects, programs, and legal requirements. Other Requirements: High school diploma required; college degree preferred. Valid driver's license, reliable transportation, and current auto insurance; position may require driving for company business. Ability to work evenings and weekends on-call as needed. Professional appearance and conduct while on-site or representing the community. Ability to pass background and drug screening (a conviction does not automatically disqualify you). Compliance with all company expectations as outlined in the Employee Handbook. About Us: Join a Team That Makes a Difference - WSH Management For over 25 years . click apply for full job details
12/17/2025
Full time
Property Manager (Tax Credit experience preferred) WSH Management is currently recruiting for a Property Manager a 130-unit apartments for the Senior 62+ community located at Twin Oaks Apartments in Oakley, CA. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Property Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Ability to understand financial goals, operate asset in owners' best interest in accordance with policies & procedures. Address resident concerns and requests in timely basis to ensure resident satisfaction with management. Ensure efficiency of staff through leadership, ongoing training, instruction and counseling as applicable. Maintain community appearance and ensure repairs are noted and completed on timely basis. Ensure property is rented to fullest capacity and lost rent is minimized. What we offer: Salary: $32.00 to $34.00 per hour Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week, Monday to Friday 8-5pm 1 or 2 Bedroom Apartment included to live onsite Financial • Demonstrate ability to understand financial goals, operate asset in owners' best interest in accordance with Policies & Procedures Manual. • Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). • Daily review of property Yardi dashboard. • Review all vacant and available units to ensure timely move ins. • Prepare annual budgets and income projections in a timely and accurate manner. • Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. • Generate necessary legal action, documents and process in accordance with Landlord/Tenant Law, Fair Housing Laws and Company guidelines. • Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. • Ensure that invoices are accurately processed for approval and payment by Corporate office, manage petty cash and all funds. • Performs other related duties as assigned. • Carries out additional responsibilities as needed to support department and company objectives Leasing • Ensure property is rented to fullest capacity and lost rent is minimized. • Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy, and move in. • Utilize marketing strategies to secure prospective residents. • Confirm that leasing staff techniques are effective in qualifying and securing future residents. • Confirm that leasing staff gather information about market competition in the area and file. • Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. • Represent the company in a professional manner at all the times. Administrative • Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow. • Working knowledge of California landlord/tenant law, and common procedures and notices. • Confirm all leases and corresponding paperwork are completed and input to software System accurately and on a timely basis. • Ensure current resident files are properly maintained and in required order. • Ensure all administrative paperwork is accurate, complete and submitted on a timely basis. • Ensure compliance with all applicable affordable housing programs. • Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc. within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). • Resident Retention • Conduct quarterly Resident Meetings • Deal with resident concerns and requests on timely basis to ensure resident satisfaction with management. • Participate in resident social service programs and/or coordinate resident activities program. • Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). • Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). • Consistently implement policies of the community. • Daily review of all emails and respond as necessary within 24 hours. Personnel Management • Consistently use successful techniques and company directives to screen, hire, orient and train new personnel. • Ensure efficiency of staff through ongoing training, instruction, counseling and leadership. • Plan weekly/daily brief meeting with staff to review schedules, work order status and assignments. • Coordinate maintenance schedule and assignments with Maintenance Supervisor. • Administer action plans consistently, and on a timely basis with performance problems. Document appropriately, communicate situation supervisor, Human Resources Director, and terminate properly when necessary. • Provide support to staff to encourage team work and lead as an example in creating a harmonious environment. • Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance • Maintain community appearance and ensure repairs are noted and completed on timely basis. This requires regular community inspections and tours. • Assure quality and quantity of market ready apartments. • Ensure that models and market ready apartments are walked daily and communicate any service related needs to maintenance. • Ensure that service request procedures are followed are recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow up. Safety • Learn and ensure compliance with all company, local, state and federal safety rules. • Ensure that unsafe conditions are corrected in a timely manner. • Direct staff to follow a "safety first" principle. Abilities • Ability to make decisions, meet targets and work under pressure. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Attention to details in all aspects of job performance. • Effectively prioritize multiple projects simultaneously while meeting deadlines. • Demonstrated managerial and leadership skills. • Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. • A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company's brand and image. • Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. • Effectively convey ideas, images and goals to a diverse group of personalities. • Possess a positive attitude, keep calm and smile under all circumstances. Preferred Experience / Minimum Qualifications Professional Certifications: CAM or ARM preferred; Fair Housing certification required prior to working with prospects or residents. Experience: For Property Manager roles: minimum 4+ years on-site as a Property Manager, or 5 years as an Assistant Manager for a 100+ unit community with demonstrated leadership responsibilities. Affordable housing experience preferred; Tax Credit experience strongly preferred. Technical Skills: Proficiency with Microsoft Office Suite/Office 365 (Word, Excel, Outlook), internet research, basic math, and property management software; Yardi and RentCafe experience preferred. Compliance & Knowledge: Familiarity with OSHA laws and regulations. Willingness to participate in ongoing training related to new projects, programs, and legal requirements. Other Requirements: High school diploma required; college degree preferred. Valid driver's license, reliable transportation, and current auto insurance; position may require driving for company business. Ability to work evenings and weekends on-call as needed. Professional appearance and conduct while on-site or representing the community. Ability to pass background and drug screening (a conviction does not automatically disqualify you). Compliance with all company expectations as outlined in the Employee Handbook. About Us: Join a Team That Makes a Difference - WSH Management For over 25 years . click apply for full job details
Position Summary WSH Management is currently recruiting for an amazing Property Manager for our 70 unit affordable property at Buckingham Senior Apartments located in Los Angeles, CA. Reports to Regional Manager. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Community Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Financial Demonstrate ability to understand financial goals, operate asset in owners' best interest in accordance with Policies & Procedures Manual. Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). Daily review of property Yardi dashboard. Review all vacant and available units to ensure timely move ins. Prepare annual budgets and income projections in a timely and accurate manner. Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. Generate necessary legal action, documents and process in accordance with Landlord/Tenant Law, Fair Housing Laws and Company guidelines. Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. Ensure that invoices are accurately processed for approval and payment by Corporate office, manage petty cash and all funds. Performs other related duties as assigned. Carries out additional responsibilities as needed to support department and company objectives Leasing Ensure property is rented to fullest capacity and lost rent is minimized. Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy, and move in. Utilize marketing strategies to secure prospective residents. Confirm that leasing staff techniques are effective in qualifying and securing future residents. Confirm that leasing staff gather information about market competition in the area and file. Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. Represent the company in a professional manner at all the times. Administrative Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow. Working knowledge of California landlord/tenant law, and common procedures and notices. Confirm all leases and corresponding paperwork are completed and input to software System accurately and on a timely basis. Ensure current resident files are properly maintained and in required order. Ensure all administrative paperwork is accurate, complete and submitted on a timely basis. Ensure compliance with all applicable affordable housing programs. Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc. within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). Resident Retention Conduct quarterly Resident Meetings Deal with resident concerns and requests on timely basis to ensure resident satisfaction with management. Participate in resident social service programs and/or coordinate resident activities program. Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). Consistently implement policies of the community. Daily review of all emails and respond as necessary within 24 hours. Personnel Management Consistently use successful techniques and company directives to screen, hire, orient and train new personnel. Ensure efficiency of staff through ongoing training, instruction, counseling and leadership. Plan weekly/daily brief meeting with staff to review schedules, work order status and assignments. Coordinate maintenance schedule and assignments with Maintenance Supervisor. Administer action plans consistently, and on a timely basis with performance problems. Document appropriately, communicate situation supervisor, Human Resources Director, and terminate properly when necessary. Provide support to staff to encourage team work and lead as an example in creating a harmonious environment. Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance Maintain community appearance and ensure repairs are noted and completed on timely basis. This requires regular community inspections and tours. Assure quality and quantity of market ready apartments. Ensure that models and market ready apartments are walked daily and communicate any service related needs to maintenance. Ensure that service request procedures are followed are recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow up. Safety Learn and ensure compliance with all company, local, state and federal safety rules. Ensure that unsafe conditions are corrected in a timely manner. Direct staff to follow a "safety first" principle. Abilities: Ability to make decisions, meet targets and work under pressure. Strong command of the English language, including proper grammar, spelling, and sentence structure. Thorough understanding of the English language and ability to communicate effectively with others. Strong writing and proofreading skills. Attention to details in all aspects of job performance. Effectively prioritize multiple projects simultaneously while meeting deadlines. Demonstrated managerial and leadership skills. Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company's brand and image. Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. Effectively convey ideas, images and goals to a diverse group of personalities. Possess a positive attitude, keep calm and smile under all circumstances What we offer: Salary: $28.00 to $30.00 per hour 2 Bedroom Apartment to live onsite full time Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week Resident Manager Qualifications While we are proud to offer on-the-job training for all positions, we prefer you to start with the following experience: College degree preferred. Certified Apartment Manager (CAM) or Accredited Resident Manager (ARM) preferred. Position requires a minimum of 2 years on-site as an Assistant Community Manager; will consider 3 years supervisory experience in a customer service related business with appropriate certification(s) and/or prior experience as Resident Manager. Affordable housing experience preferred. Achieve Fair Housing certification prior to interaction with prospects or residents. Competence in personal computer skills, keyboard, internet search, math, Microsoft Office Suite/Office 365 including Word, Excel, Outlook as well as property management software applications. Knowledge of OSHA laws and regulations. Must possess a valid Driver's License, reliable transportation and current auto insurance coverage as this position may require some driving for company business. Participate in training to comply with new projects, programs or existing laws. Be able to work evenings and weekends on call as needed. Present self in a neat, clean and professional manner at all times throughout the workday and/or whenever present at the community or representing the community. Comply with expectations as demonstrated in the Employee Handbook. About Us: Join a Team That Makes a Difference - WSH Management For over 25 years, WSH Management has been a trusted leader in managing senior and multifamily apartment communities across California. With deep expertise in both affordable and market-rate housing, we proudly manage more than 80 communities and support a team of over 200 dedicated employees - and we're still growing. At WSH, we believe that great people make great communities. That's why we invest in our team through comprehensive training, clear growth opportunities, and a workplace culture built on respect and collaboration. We were honored to receive the 2024 Employee Choice Award, and we're committed to keeping that momentum going. If you're passionate about service, teamwork . click apply for full job details
12/17/2025
Full time
Position Summary WSH Management is currently recruiting for an amazing Property Manager for our 70 unit affordable property at Buckingham Senior Apartments located in Los Angeles, CA. Reports to Regional Manager. Property Manager Job Duties The Property Manager is primarily responsible for the day to day management of all property operations to include, weekly and monthly reports, consistent implementation of community policies, accounts receivable and payable, and preparing the annual budget. Our Community Managers are organized, detail oriented and possess the ability to manage multiple tasks at a time. Financial Demonstrate ability to understand financial goals, operate asset in owners' best interest in accordance with Policies & Procedures Manual. Maintain accurate records of all community transactions and submit on timely basis (i.e., rent rolls, delinquency reports, move-in/move-outs, etc.). Daily review of property Yardi dashboard. Review all vacant and available units to ensure timely move ins. Prepare annual budgets and income projections in a timely and accurate manner. Ensure that all rents and late fees/check charges are collected, posted and deposited in a timely manner. Generate necessary legal action, documents and process in accordance with Landlord/Tenant Law, Fair Housing Laws and Company guidelines. Provide constant vendor/contractor communications concerning scheduling, billing, vendor relations and certificates of insurance. Ensure that invoices are accurately processed for approval and payment by Corporate office, manage petty cash and all funds. Performs other related duties as assigned. Carries out additional responsibilities as needed to support department and company objectives Leasing Ensure property is rented to fullest capacity and lost rent is minimized. Utilize the Yardi leasing workflow process from initial contract through approval or denial of tenancy, and move in. Utilize marketing strategies to secure prospective residents. Confirm that leasing staff techniques are effective in qualifying and securing future residents. Confirm that leasing staff gather information about market competition in the area and file. Continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc., to be able to give up-to-date and proper information when requested by others. Represent the company in a professional manner at all the times. Administrative Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow. Working knowledge of California landlord/tenant law, and common procedures and notices. Confirm all leases and corresponding paperwork are completed and input to software System accurately and on a timely basis. Ensure current resident files are properly maintained and in required order. Ensure all administrative paperwork is accurate, complete and submitted on a timely basis. Ensure compliance with all applicable affordable housing programs. Lead emergency team for community. Ensure proper response and handling of all community emergencies with staff, residents, buildings, etc. within company guidelines to minimize liabilities (i.e., criminal activity on community, employee/resident injuries, fires, floods, freezes, etc.). Resident Retention Conduct quarterly Resident Meetings Deal with resident concerns and requests on timely basis to ensure resident satisfaction with management. Participate in resident social service programs and/or coordinate resident activities program. Develop and/or implement resident retention programs (i.e., resident functions, special promotions, monthly newsletters, etc.). Ensure distribution of all company or community-issued notices (i.e., bad weather, emergency, etc.). Consistently implement policies of the community. Daily review of all emails and respond as necessary within 24 hours. Personnel Management Consistently use successful techniques and company directives to screen, hire, orient and train new personnel. Ensure efficiency of staff through ongoing training, instruction, counseling and leadership. Plan weekly/daily brief meeting with staff to review schedules, work order status and assignments. Coordinate maintenance schedule and assignments with Maintenance Supervisor. Administer action plans consistently, and on a timely basis with performance problems. Document appropriately, communicate situation supervisor, Human Resources Director, and terminate properly when necessary. Provide support to staff to encourage team work and lead as an example in creating a harmonious environment. Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations, salary reviews, online timekeeping, change of status, etc.). Maintenance Maintain community appearance and ensure repairs are noted and completed on timely basis. This requires regular community inspections and tours. Assure quality and quantity of market ready apartments. Ensure that models and market ready apartments are walked daily and communicate any service related needs to maintenance. Ensure that service request procedures are followed are recorded in property management software, communicated to maintenance, status updates to residents, notes entered, and satisfaction follow up. Safety Learn and ensure compliance with all company, local, state and federal safety rules. Ensure that unsafe conditions are corrected in a timely manner. Direct staff to follow a "safety first" principle. Abilities: Ability to make decisions, meet targets and work under pressure. Strong command of the English language, including proper grammar, spelling, and sentence structure. Thorough understanding of the English language and ability to communicate effectively with others. Strong writing and proofreading skills. Attention to details in all aspects of job performance. Effectively prioritize multiple projects simultaneously while meeting deadlines. Demonstrated managerial and leadership skills. Strong communication and negotiating skills; ability to build and maintain strong vendor relationships. A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company's brand and image. Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. Effectively convey ideas, images and goals to a diverse group of personalities. Possess a positive attitude, keep calm and smile under all circumstances What we offer: Salary: $28.00 to $30.00 per hour 2 Bedroom Apartment to live onsite full time Medical, Dental, Vision, Life and 401k with employer match Paid vacation and 15 paid company holidays Full time: 40 hours per week Resident Manager Qualifications While we are proud to offer on-the-job training for all positions, we prefer you to start with the following experience: College degree preferred. Certified Apartment Manager (CAM) or Accredited Resident Manager (ARM) preferred. Position requires a minimum of 2 years on-site as an Assistant Community Manager; will consider 3 years supervisory experience in a customer service related business with appropriate certification(s) and/or prior experience as Resident Manager. Affordable housing experience preferred. Achieve Fair Housing certification prior to interaction with prospects or residents. Competence in personal computer skills, keyboard, internet search, math, Microsoft Office Suite/Office 365 including Word, Excel, Outlook as well as property management software applications. Knowledge of OSHA laws and regulations. Must possess a valid Driver's License, reliable transportation and current auto insurance coverage as this position may require some driving for company business. Participate in training to comply with new projects, programs or existing laws. Be able to work evenings and weekends on call as needed. Present self in a neat, clean and professional manner at all times throughout the workday and/or whenever present at the community or representing the community. Comply with expectations as demonstrated in the Employee Handbook. About Us: Join a Team That Makes a Difference - WSH Management For over 25 years, WSH Management has been a trusted leader in managing senior and multifamily apartment communities across California. With deep expertise in both affordable and market-rate housing, we proudly manage more than 80 communities and support a team of over 200 dedicated employees - and we're still growing. At WSH, we believe that great people make great communities. That's why we invest in our team through comprehensive training, clear growth opportunities, and a workplace culture built on respect and collaboration. We were honored to receive the 2024 Employee Choice Award, and we're committed to keeping that momentum going. If you're passionate about service, teamwork . click apply for full job details
Employment Type: Full time Shift: Rotating Shift Description: POSITION PURPOSE Functions as the General Manager responsible for the oversight and coordination of the day-to-day operations of the Regional Health Ministry's (RHM) Food & Nutrition Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for successfully coordinating and directing all activities within the department in a multi-site or health system environment. Assists in development and management of preliminary program budgets in collaboration with THS Regional Managers and RHM stakeholders. Works with all levels of senior leadership and management teams at RHMs and within the region. Develops and implements effective cost reduction plans and implementation processes that support Trinity Health and RHM FANS goals, objectives, strategies, policies, and procedures. Ensures cost reduction targets and productivity improvement objectives are met, while cultivating service/product quality and customer satisfaction. Ensures the Regional Manager, THS and RHM stakeholders are kept abreast of issues or problems impacting program efficiencies and effectiveness. Attracts, develops and trains talent to ensure program quality, sustainability, long-term growth, and development. Leads by exemplifying the mission, vision and values of Trinity Health and the Regional Health Ministry. ESSENTIAL FUNCTIONS Knows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, supports and endorses senior leadership decisions, goals, objectives, and strategies. Oversees the day-to-day management of the RHM's FANS department and ensures program service support objectives are met. Provides a work environment that fosters positive energy, creativity, and teamwork among colleagues across all functional areas. Provides operational and technical support to RHM stakeholders, managers, and System Office in support of the overall management of FANS programs. Develops, implements and coordinates within the RHM: • Standardization of policies and procedures related to FANS expense management and operations. • Implementation of core program systems (Menus, Food Formularies, Cleaning Practices, auditing tools, competencies, etc.) Ensures short and long-term regional financial objectives stay on course and drives initiatives with RHM teams that contribute to THS program short and long-term operational excellence. Provides fiduciary responsibility for RHM monthly outcome of FANS program profit and loss statement and works with local stakeholders and Regional Manager to prepare and submit program annual revenue and expense budgets. Participates in monthly budget reviews with the Regional Manager and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager, THS informed of issues affecting program costs, service capabilities, effectiveness and efficiencies, as well as issues noted during Performance Improvement audits. Presents findings and recommendations for improvement to the Regional Manager. Meets with direct reports and support staff, as required, to review overall operations goals/objectives, to address shortfalls and open issues, and to encourage open dialogue for suggested process improvements. Reviews subsequent FY goals/objectives and related strategic plans as defined by the Regional Manager, THS and RHM Stakeholders; outlines expectations, accountabilities, and measurables used in determining success. Develops and administers Program Quality Evaluations and reviews Customer Satisfaction Survey scores for discrepancies and overall customer satisfaction for Hospitality Services. Prepares Performance Improvement Plans (PIP) where necessary to resolve customer satisfaction issues and address program quality deficiencies. Interviews, hires, trains, appraises, counsels, and supervises staff; handles disciplinary actions. Reviews and approves expense reports and holds direct reports accountable to Trinity Health and THS policies and procedures. Reviews hiring justifications to ensure financial cost saving merit. Ensures timely completion of annual performance appraisals; addresses colleague problems and issues related to their work or environment. Fosters the development of diverse teams at all levels as appropriate and outlines annual skills development, career growth opportunities, and improvement objectives with direct reports. Establishes and monitors progress on objectives and takes the necessary actions to resolve and prevent recurring issues. Provides the necessary leadership and oversight in cases where disciplinary action or termination is warranted. Manages multiple projects and tasks in a fast paced environment and possesses the ability to adapt to change. Demonstrates the ability to develop a project plan for major projects with milestones to determine schedule of deliverables to advance project outcomes. Participates in Trinity Health FANS Advisory councils to develop best in class programs and identifying best practices; driving change to positively affect operational, financial, and service performance regionally in coordination with the UEM. Maintains a working knowledge of applicable Federal, State and local laws/regulations; the Trinity Health Integrity and Compliance Program and Code of Conduct; as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical and professional behavior. Ensures all aspects of departmental operations including but not limited to patient and clinical services, production, catering and retail operations function in a compliant, optimal and efficient manner that ensures patient and customer satisfaction Assures that there are ongoing effective quality improvement programs within the department, inclusive of the clinical aspects, food borne illness, safety and infection control in the appropriate areas of the department. Ensures all cafeteria/catering pricing is reviewed annually to trend with market and is priced consistently with THS policy. Ensures all handling policies are followed appropriately and that all money is accounted for. Ensures that all menus are reviewed annually (Patient, Retail, etc.) and adjusted according to patient/customer preference and that Nutrient Analysis is accurate and updated as needed. Ensures that all catered functions are approved, planned and executed per policy in a timely fashion with a customer centered focus. Also ensures that event costs are tracked per policy (Internally) and billed in a timely fashion (externally). Ensures safe conditions and procedures are followed at all times to minimize/eliminate workman's compensation claims and create a safe working environment for all Food & Nutrition colleagues. Displays the ability to plan and direct food production personnel regarding type and quantity of food to be prepared and any special techniques to be employed for modified diets. Maintains accurate and appropriate records as required. Demonstrates a cost-conscious attitude to time usage and consistently makes the best use of time. May handle additional duties and responsibilities as needed or assigned. MINIMUM QUALIFICATIONS 1. BA or BS degree preferred in institutional management, dietetics or equivalent degree with a minimum of five years progressive experience in the field of dietetics or healthcare foodservice management or an equivalent combination of education and work experience such as Certified Dietary Manager certification (CDM) and 7 to 10 years progressive management experience. 2. Ability to work effectively in a diverse, collaborative, and team oriented culture. 3. Ability to develop methodologies for collecting and analyzing relevant data; to audit program processes; monitor quality; identify, problems and their root causes, and make recommendations for improvement. 4. Excellent leadership, analytical, organizational, planning, delegation, coaching, communication (verbal, written and interpersonal), and computer (MS Word, Excel, Outlook, PowerPoint) skills; with a continuous improvement mindset and ability to challenge conventional thinking at all levels of the organization. 5. A personal presence characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health. 6. Ability to be a self-starter and independent worker able to manage multiple conflicting priorities and demands. 7. Ability to delegate responsibilities effectively and provide regular follow up to ensure objectives is met. PHYSICAL / MENTAL REQUIREMENTS AND WORKING CONDITIONS 1. Works in a well-lighted, well-ventilated area. 2. Occasionally exposed to normal food service conditions such as noise, heat and humidity. TRINITY HOSPITALITY SERVICES MISSION STATEMENT In the spirit of our guiding behaviors, as stewards of Trinity Health, our pledge is to deliver culinary, nutritional and hospitality excellence in a compassionate and innovative manner to all we serve across our ministry. TRINITY HEALTH MISSION STATEMENT AND GUIDING BEHAVIORS Mission: We serve together in Trinity Health, in the spirit of the Gospel, to heal body, mind and spirit, to improve the health of our communities and to steward the resources entrusted to us click apply for full job details
12/17/2025
Full time
Employment Type: Full time Shift: Rotating Shift Description: POSITION PURPOSE Functions as the General Manager responsible for the oversight and coordination of the day-to-day operations of the Regional Health Ministry's (RHM) Food & Nutrition Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for successfully coordinating and directing all activities within the department in a multi-site or health system environment. Assists in development and management of preliminary program budgets in collaboration with THS Regional Managers and RHM stakeholders. Works with all levels of senior leadership and management teams at RHMs and within the region. Develops and implements effective cost reduction plans and implementation processes that support Trinity Health and RHM FANS goals, objectives, strategies, policies, and procedures. Ensures cost reduction targets and productivity improvement objectives are met, while cultivating service/product quality and customer satisfaction. Ensures the Regional Manager, THS and RHM stakeholders are kept abreast of issues or problems impacting program efficiencies and effectiveness. Attracts, develops and trains talent to ensure program quality, sustainability, long-term growth, and development. Leads by exemplifying the mission, vision and values of Trinity Health and the Regional Health Ministry. ESSENTIAL FUNCTIONS Knows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, supports and endorses senior leadership decisions, goals, objectives, and strategies. Oversees the day-to-day management of the RHM's FANS department and ensures program service support objectives are met. Provides a work environment that fosters positive energy, creativity, and teamwork among colleagues across all functional areas. Provides operational and technical support to RHM stakeholders, managers, and System Office in support of the overall management of FANS programs. Develops, implements and coordinates within the RHM: • Standardization of policies and procedures related to FANS expense management and operations. • Implementation of core program systems (Menus, Food Formularies, Cleaning Practices, auditing tools, competencies, etc.) Ensures short and long-term regional financial objectives stay on course and drives initiatives with RHM teams that contribute to THS program short and long-term operational excellence. Provides fiduciary responsibility for RHM monthly outcome of FANS program profit and loss statement and works with local stakeholders and Regional Manager to prepare and submit program annual revenue and expense budgets. Participates in monthly budget reviews with the Regional Manager and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager, THS informed of issues affecting program costs, service capabilities, effectiveness and efficiencies, as well as issues noted during Performance Improvement audits. Presents findings and recommendations for improvement to the Regional Manager. Meets with direct reports and support staff, as required, to review overall operations goals/objectives, to address shortfalls and open issues, and to encourage open dialogue for suggested process improvements. Reviews subsequent FY goals/objectives and related strategic plans as defined by the Regional Manager, THS and RHM Stakeholders; outlines expectations, accountabilities, and measurables used in determining success. Develops and administers Program Quality Evaluations and reviews Customer Satisfaction Survey scores for discrepancies and overall customer satisfaction for Hospitality Services. Prepares Performance Improvement Plans (PIP) where necessary to resolve customer satisfaction issues and address program quality deficiencies. Interviews, hires, trains, appraises, counsels, and supervises staff; handles disciplinary actions. Reviews and approves expense reports and holds direct reports accountable to Trinity Health and THS policies and procedures. Reviews hiring justifications to ensure financial cost saving merit. Ensures timely completion of annual performance appraisals; addresses colleague problems and issues related to their work or environment. Fosters the development of diverse teams at all levels as appropriate and outlines annual skills development, career growth opportunities, and improvement objectives with direct reports. Establishes and monitors progress on objectives and takes the necessary actions to resolve and prevent recurring issues. Provides the necessary leadership and oversight in cases where disciplinary action or termination is warranted. Manages multiple projects and tasks in a fast paced environment and possesses the ability to adapt to change. Demonstrates the ability to develop a project plan for major projects with milestones to determine schedule of deliverables to advance project outcomes. Participates in Trinity Health FANS Advisory councils to develop best in class programs and identifying best practices; driving change to positively affect operational, financial, and service performance regionally in coordination with the UEM. Maintains a working knowledge of applicable Federal, State and local laws/regulations; the Trinity Health Integrity and Compliance Program and Code of Conduct; as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical and professional behavior. Ensures all aspects of departmental operations including but not limited to patient and clinical services, production, catering and retail operations function in a compliant, optimal and efficient manner that ensures patient and customer satisfaction Assures that there are ongoing effective quality improvement programs within the department, inclusive of the clinical aspects, food borne illness, safety and infection control in the appropriate areas of the department. Ensures all cafeteria/catering pricing is reviewed annually to trend with market and is priced consistently with THS policy. Ensures all handling policies are followed appropriately and that all money is accounted for. Ensures that all menus are reviewed annually (Patient, Retail, etc.) and adjusted according to patient/customer preference and that Nutrient Analysis is accurate and updated as needed. Ensures that all catered functions are approved, planned and executed per policy in a timely fashion with a customer centered focus. Also ensures that event costs are tracked per policy (Internally) and billed in a timely fashion (externally). Ensures safe conditions and procedures are followed at all times to minimize/eliminate workman's compensation claims and create a safe working environment for all Food & Nutrition colleagues. Displays the ability to plan and direct food production personnel regarding type and quantity of food to be prepared and any special techniques to be employed for modified diets. Maintains accurate and appropriate records as required. Demonstrates a cost-conscious attitude to time usage and consistently makes the best use of time. May handle additional duties and responsibilities as needed or assigned. MINIMUM QUALIFICATIONS 1. BA or BS degree preferred in institutional management, dietetics or equivalent degree with a minimum of five years progressive experience in the field of dietetics or healthcare foodservice management or an equivalent combination of education and work experience such as Certified Dietary Manager certification (CDM) and 7 to 10 years progressive management experience. 2. Ability to work effectively in a diverse, collaborative, and team oriented culture. 3. Ability to develop methodologies for collecting and analyzing relevant data; to audit program processes; monitor quality; identify, problems and their root causes, and make recommendations for improvement. 4. Excellent leadership, analytical, organizational, planning, delegation, coaching, communication (verbal, written and interpersonal), and computer (MS Word, Excel, Outlook, PowerPoint) skills; with a continuous improvement mindset and ability to challenge conventional thinking at all levels of the organization. 5. A personal presence characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health. 6. Ability to be a self-starter and independent worker able to manage multiple conflicting priorities and demands. 7. Ability to delegate responsibilities effectively and provide regular follow up to ensure objectives is met. PHYSICAL / MENTAL REQUIREMENTS AND WORKING CONDITIONS 1. Works in a well-lighted, well-ventilated area. 2. Occasionally exposed to normal food service conditions such as noise, heat and humidity. TRINITY HOSPITALITY SERVICES MISSION STATEMENT In the spirit of our guiding behaviors, as stewards of Trinity Health, our pledge is to deliver culinary, nutritional and hospitality excellence in a compassionate and innovative manner to all we serve across our ministry. TRINITY HEALTH MISSION STATEMENT AND GUIDING BEHAVIORS Mission: We serve together in Trinity Health, in the spirit of the Gospel, to heal body, mind and spirit, to improve the health of our communities and to steward the resources entrusted to us click apply for full job details
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the Tampa Crosstown campus. Relocation assistance is not available for this position. What you'll do: Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. Contributes to the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the resolution of complex operations issues and/or member escalations. Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. Responsible for efficient call center operating model that adheres to employee and member experience KPIs. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory, or management experience required. Experience implementing and managing business process improvements. Extensive sales experience in the Health, Life, or Retirement industry. Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the Tampa Crosstown campus. Relocation assistance is not available for this position. What you'll do: Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. Contributes to the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the resolution of complex operations issues and/or member escalations. Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. Responsible for efficient call center operating model that adheres to employee and member experience KPIs. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience in financial services operations to include process improvement. 2 years of direct team lead, supervisory, or management experience required. Experience implementing and managing business process improvements. Extensive sales experience in the Health, Life, or Retirement industry. Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Life and Health license 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. 1 or more years of working experience with Life, Health, or retirement income products Experience working/managing in a call center environment. Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Description: Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as a Paralegal-Corporate Administrative Assistant. If you have experience as an Administrative Assistant/ Paralegal /Legal in the Corporate world, we would love to talk with you! About Us Roers Companies is a 2025 USA Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4 billion in real estate, representing 15,000+ homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren't afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Assist in drafting, reviewing, and organizing contracts, leases, corporate documents, and investor agreements. Support corporate governance processes, including assisting in entity formation, dissolutions, and maintenance of corporate records. Prepare and file annual reports, assumed name registrations, and other regulatory filings in multiple jurisdictions. Assist with private placement and securities-related documentation, including investor subscription agreements and disclosure materials. Manage calendars and schedule meetings, including coordination of board meetings and conference calls. Assist with contract routing and document signatures using platforms like DocuSign. Prepare and format legal correspondence, memos, and reports. Track ownership structures, capitalization tables, and document updates across legal entities. Coordinate document execution, notarization, and filing with state and federal agencies. Maintain legal databases and filing systems to ensure accuracy and accessibility. Communicate professionally with internal teams (Development, Construction, Accounting, Property Management) and external stakeholders (outside counsel, title companies, lenders, and investors). Maintain confidentiality and handle sensitive information with discretion and professionalism. Requirements: Associate's or Bachelor's degree preferred; equivalent experience considered. Minimum 3 years of experience as a legal assistant or paralegal supporting corporate, securities, or real estate matters. Strong understanding of entity management, ownership structures, and corporate governance. Experience preparing and filing corporate and regulatory documents (e.g., annual reports, registrations, or securities-related filings). Excellent written and verbal communication skills. High proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint). Proven ability to handle confidential and sensitive information with discretion. Preferred Qualifications Paralegal certification. Experience supporting private placement or investment fund documentation. Familiarity with contract lifecycle management tools or Docusign. Working knowledge of SEC, Blue Sky, or state-level securities compliance requirements. Notary Public certification (or willingness to obtain). Experience in the real estate development, construction, or property management industry. Compensation and Benefits for Paralegal: Pay Range: $29.28-$37.59 / hour Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role . Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and motor vehicle record. In order to be considered for this position, applicants must complete a survey at this link: PIc0722ef5-
12/17/2025
Full time
Description: Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as a Paralegal-Corporate Administrative Assistant. If you have experience as an Administrative Assistant/ Paralegal /Legal in the Corporate world, we would love to talk with you! About Us Roers Companies is a 2025 USA Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4 billion in real estate, representing 15,000+ homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren't afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Assist in drafting, reviewing, and organizing contracts, leases, corporate documents, and investor agreements. Support corporate governance processes, including assisting in entity formation, dissolutions, and maintenance of corporate records. Prepare and file annual reports, assumed name registrations, and other regulatory filings in multiple jurisdictions. Assist with private placement and securities-related documentation, including investor subscription agreements and disclosure materials. Manage calendars and schedule meetings, including coordination of board meetings and conference calls. Assist with contract routing and document signatures using platforms like DocuSign. Prepare and format legal correspondence, memos, and reports. Track ownership structures, capitalization tables, and document updates across legal entities. Coordinate document execution, notarization, and filing with state and federal agencies. Maintain legal databases and filing systems to ensure accuracy and accessibility. Communicate professionally with internal teams (Development, Construction, Accounting, Property Management) and external stakeholders (outside counsel, title companies, lenders, and investors). Maintain confidentiality and handle sensitive information with discretion and professionalism. Requirements: Associate's or Bachelor's degree preferred; equivalent experience considered. Minimum 3 years of experience as a legal assistant or paralegal supporting corporate, securities, or real estate matters. Strong understanding of entity management, ownership structures, and corporate governance. Experience preparing and filing corporate and regulatory documents (e.g., annual reports, registrations, or securities-related filings). Excellent written and verbal communication skills. High proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint). Proven ability to handle confidential and sensitive information with discretion. Preferred Qualifications Paralegal certification. Experience supporting private placement or investment fund documentation. Familiarity with contract lifecycle management tools or Docusign. Working knowledge of SEC, Blue Sky, or state-level securities compliance requirements. Notary Public certification (or willingness to obtain). Experience in the real estate development, construction, or property management industry. Compensation and Benefits for Paralegal: Pay Range: $29.28-$37.59 / hour Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role . Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and motor vehicle record. In order to be considered for this position, applicants must complete a survey at this link: PIc0722ef5-
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: Chesapeake, VA, Tampa, FL, or San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working injury claims in Missouri, New York, New Jersey, Pennsylvania, Michigan and/or Connecticut Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: Chesapeake, VA, Tampa, FL, or San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working injury claims in Missouri, New York, New Jersey, Pennsylvania, Michigan and/or Connecticut Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: Chesapeake, VA, Tampa, FL, or San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working injury claims in Missouri, New York, New Jersey, Pennsylvania, Michigan and/or Connecticut Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: Chesapeake, VA, Tampa, FL, or San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working injury claims in Missouri, New York, New Jersey, Pennsylvania, Michigan and/or Connecticut Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working California and other West Coast claims (Washington, Oregon, Nevada, Alaska and Hawaii). Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working California and other West Coast claims (Washington, Oregon, Nevada, Alaska and Hawaii). Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working California and other West Coast claims (Washington, Oregon, Nevada, Alaska and Hawaii). Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working California and other West Coast claims (Washington, Oregon, Nevada, Alaska and Hawaii). Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working California and other West Coast claims (Washington, Oregon, Nevada, Alaska and Hawaii). Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/17/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Auto, you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses auto, property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 5+ years' experience handling casualty liability claims to include bodily injury and uninsured/underinsured motorist bodily injury claims. 2+ years' direct handling of Auto Bodily Injury and Uninsured/Underinsured Motorist Litigation to resolution. Familiarity with injury claims litigation processes Experience working California and other West Coast claims (Washington, Oregon, Nevada, Alaska and Hawaii). Continuing Education to include any relevant insurance designations (SCLA, CPCU, AIC, etc.) Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Express Employment Group is partnering with a highly respected law firm to identify a Conflicts Attorney to support a national Conflicts and Intake function. This role plays a critical part in the firm's risk management and new business intake processes, working closely with firm leadership, partners, and counsel across multiple offices. The Conflicts Attorney will be responsible for reviewing and analyzing conflict check reports related to both client intake and lateral hiring, identifying potential legal and business conflicts, and supporting their resolution in accordance with firm policies and ethical standards. Hiring in PA, DC, NY, CA, DE, NJ, FL, IL, MA, MD, MN Key Responsibilities Review and analyze conflict check reports related to new client matters and business intake Identify potential legal and business conflicts of interest and provide clear, practical guidance to partners and firm leadership Draft conflict waivers and manage waiver requests as needed Review conflict reports related to lateral hires and advise recruiting teams, partners, and incoming attorneys on conflict matters Implement and maintain ethical walls and other screening mechanisms Provide guidance and oversight to non-attorney conflict specialists, including best practices for corporate family research Assist with drafting and editing engagement letters and related intake documentation Respond to inquiries from attorneys and professional staff regarding conflicts, intake procedures, and firm policies Support special projects and initiatives as assigned Remain available for urgent matters, including occasional evenings and weekends Qualifications Juris Doctor (JD) and active bar membership in good standing 1-6 years of experience as a Conflicts Attorney within a corporate or large law firm environment Experience with Intapp strongly preferred Experience with Aderant is a plus Skills & Competencies Strong database research and analytical skills Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) Exceptional attention to detail and ability to work efficiently under tight deadlines Strong judgment and discretion when handling sensitive information Ability to supervise and provide guidance to support staff, as needed Additional Information This role may require availability outside standard business hours for time-sensitive matters Additional duties may be assigned based on business needs Job responsibilities may evolve over time PandoLogic. Category:Legal,
12/17/2025
Full time
Express Employment Group is partnering with a highly respected law firm to identify a Conflicts Attorney to support a national Conflicts and Intake function. This role plays a critical part in the firm's risk management and new business intake processes, working closely with firm leadership, partners, and counsel across multiple offices. The Conflicts Attorney will be responsible for reviewing and analyzing conflict check reports related to both client intake and lateral hiring, identifying potential legal and business conflicts, and supporting their resolution in accordance with firm policies and ethical standards. Hiring in PA, DC, NY, CA, DE, NJ, FL, IL, MA, MD, MN Key Responsibilities Review and analyze conflict check reports related to new client matters and business intake Identify potential legal and business conflicts of interest and provide clear, practical guidance to partners and firm leadership Draft conflict waivers and manage waiver requests as needed Review conflict reports related to lateral hires and advise recruiting teams, partners, and incoming attorneys on conflict matters Implement and maintain ethical walls and other screening mechanisms Provide guidance and oversight to non-attorney conflict specialists, including best practices for corporate family research Assist with drafting and editing engagement letters and related intake documentation Respond to inquiries from attorneys and professional staff regarding conflicts, intake procedures, and firm policies Support special projects and initiatives as assigned Remain available for urgent matters, including occasional evenings and weekends Qualifications Juris Doctor (JD) and active bar membership in good standing 1-6 years of experience as a Conflicts Attorney within a corporate or large law firm environment Experience with Intapp strongly preferred Experience with Aderant is a plus Skills & Competencies Strong database research and analytical skills Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) Exceptional attention to detail and ability to work efficiently under tight deadlines Strong judgment and discretion when handling sensitive information Ability to supervise and provide guidance to support staff, as needed Additional Information This role may require availability outside standard business hours for time-sensitive matters Additional duties may be assigned based on business needs Job responsibilities may evolve over time PandoLogic. Category:Legal,
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/16/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/16/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/16/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/16/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/16/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.