Join Our Award-Winning Team as an Associate Member Advisor! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025, for the third consecutive year! Are you passionate about creating outstanding member experiences? Are you eager to take on a role that puts you at the forefront of member satisfaction? Are you skilled in managing a variety of tasks, including handling transactions and account service needs? If you're ready to make a meaningful impact in our members' lives and our community, we'd love to meet you! What We offer: Competitive Salary: $15.93/hr - $23.90/hr, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off and much more. Impactful Work: Your efforts will directly contribute to members' satisfaction and financial success. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Gain valuable experience and advance your career in a dynamic and rewarding field. A Rewarding Career: Be part of a team that's dedicated to making a difference in the lives of our members and the community. If you are dedicated to delivering top-notch service and are excited about making a difference in members' financial journeys, apply today and take the next step in your career with Hoosier Hills Credit Union. Opportunity overview: As an Associate Member Advisor (AMA), you will be at the forefront of creating outstanding member experiences. Your role is essential in fostering strong relationships with both new and existing members, ensuring they receive the right products and services tailored to their financial needs. You will handle a variety of tasks including advising, cross-selling, and completing transactions and general account service needs, which includes transaction and account maintenance requests, and product and service inquiries. What You'll Do: Mission and Service: Provide exceptional service aligned with Hoosier Hills Credit Union's mission and Service Promises. Build Relationships: Forge and maintain strong connections with new and existing members, delivering outstanding service. Manage Transactions: Execute transactions and manage account service requests efficiently and accurately. Maintain Accounts: Perform transaction processing and account maintenance, addressing related inquiries promptly. Transactional Excellence: Ensure precise and professional handling of transactions and interactions. Adhere to security guidelines for transactions and account maintenance. Follow protocols for supervisor overrides, safeguard cash, and assist with account and Service Center procedures. Adhere to BSA/AML regulations. Member and Business Focus: Assist with online banking, statements, card activation, wire transfers, and general account maintenance. Act as a knowledgeable resource, support problem resolution, and always act in the best interest of the members. Recommend Products & Services: Identify and suggest HHCU products that meet members' needs, enhancing their overall experience. Provide information on additional products and services that may help members achieve their financial goals. Teamwork and Collaboration: Communicate clearly with supervisors and team members. Contribute to planning, share improvement ideas, and engage in self-evaluation. Grow and Learn: Engage in continuous learning and self-improvement to drive personal and team development. What We're Looking For: Educational Background: High school diploma or equivalent required. Relevant Experience: 1-2 years' experience working in a retail setting with daily customer interaction. Knowledge: Experience in cash handling and clerical office work preferred Top-Notch Communication Skills: Outstanding verbal and written communication that makes every interaction impactful. Professional and Positive Attitude: A professional demeanor, and a can-do attitude that shines through. Analytical and Judicious : Ability to analyze data and make informed decisions in various situations. Relationship Builder : Skill in maintaining positive relationships with management, peers, and vendors. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. PM19 Compensation $15.93 - $23.90 per hour Compensation details: 15.93-23.9 Hourly Wage PI1cd1b89661be-7610
10/24/2025
Full time
Join Our Award-Winning Team as an Associate Member Advisor! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025, for the third consecutive year! Are you passionate about creating outstanding member experiences? Are you eager to take on a role that puts you at the forefront of member satisfaction? Are you skilled in managing a variety of tasks, including handling transactions and account service needs? If you're ready to make a meaningful impact in our members' lives and our community, we'd love to meet you! What We offer: Competitive Salary: $15.93/hr - $23.90/hr, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off and much more. Impactful Work: Your efforts will directly contribute to members' satisfaction and financial success. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Gain valuable experience and advance your career in a dynamic and rewarding field. A Rewarding Career: Be part of a team that's dedicated to making a difference in the lives of our members and the community. If you are dedicated to delivering top-notch service and are excited about making a difference in members' financial journeys, apply today and take the next step in your career with Hoosier Hills Credit Union. Opportunity overview: As an Associate Member Advisor (AMA), you will be at the forefront of creating outstanding member experiences. Your role is essential in fostering strong relationships with both new and existing members, ensuring they receive the right products and services tailored to their financial needs. You will handle a variety of tasks including advising, cross-selling, and completing transactions and general account service needs, which includes transaction and account maintenance requests, and product and service inquiries. What You'll Do: Mission and Service: Provide exceptional service aligned with Hoosier Hills Credit Union's mission and Service Promises. Build Relationships: Forge and maintain strong connections with new and existing members, delivering outstanding service. Manage Transactions: Execute transactions and manage account service requests efficiently and accurately. Maintain Accounts: Perform transaction processing and account maintenance, addressing related inquiries promptly. Transactional Excellence: Ensure precise and professional handling of transactions and interactions. Adhere to security guidelines for transactions and account maintenance. Follow protocols for supervisor overrides, safeguard cash, and assist with account and Service Center procedures. Adhere to BSA/AML regulations. Member and Business Focus: Assist with online banking, statements, card activation, wire transfers, and general account maintenance. Act as a knowledgeable resource, support problem resolution, and always act in the best interest of the members. Recommend Products & Services: Identify and suggest HHCU products that meet members' needs, enhancing their overall experience. Provide information on additional products and services that may help members achieve their financial goals. Teamwork and Collaboration: Communicate clearly with supervisors and team members. Contribute to planning, share improvement ideas, and engage in self-evaluation. Grow and Learn: Engage in continuous learning and self-improvement to drive personal and team development. What We're Looking For: Educational Background: High school diploma or equivalent required. Relevant Experience: 1-2 years' experience working in a retail setting with daily customer interaction. Knowledge: Experience in cash handling and clerical office work preferred Top-Notch Communication Skills: Outstanding verbal and written communication that makes every interaction impactful. Professional and Positive Attitude: A professional demeanor, and a can-do attitude that shines through. Analytical and Judicious : Ability to analyze data and make informed decisions in various situations. Relationship Builder : Skill in maintaining positive relationships with management, peers, and vendors. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. PM19 Compensation $15.93 - $23.90 per hour Compensation details: 15.93-23.9 Hourly Wage PI1cd1b89661be-7610
Summary In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required. Primary Duties and Responsibilities Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies. Analyze clients' financial situations to design strategies and drive client decision making. Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance. Lead presentations to advisors and clients to enable client decision making. Collaborate with clients' outside legal and tax advisors. Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately). Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation. Qualifications JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M. Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors. Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning. Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies. Series 6 or Series 7 required or obtain within the first 6 months of hire. Home State Insurance License required or obtain within the first 6 months of hire. Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals. Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice. Proven ability to develop trusting relationships with financial advisors and be a team player. A desire to mentor others is a plus. Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus. Logistics We are open to US-Remote for this role. Compensation Range: Pay Range - Start: $149,380.00 Pay Range - End: $277,420.00 Geographic Specific Pay Structure: 225 - Structure 110: 149,380.00 USD - 277,420.00 USD 225 - Structure 115: 156,170.00 USD - 290,030.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Job Posting End Date: 12/22/2025 The timeline for this job posting may be shortened or extended based on organizational needs. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Nor t hwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Hospitality & Tourism,
10/24/2025
Full time
Summary In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required. Primary Duties and Responsibilities Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies. Analyze clients' financial situations to design strategies and drive client decision making. Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance. Lead presentations to advisors and clients to enable client decision making. Collaborate with clients' outside legal and tax advisors. Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately). Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation. Qualifications JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M. Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors. Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning. Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies. Series 6 or Series 7 required or obtain within the first 6 months of hire. Home State Insurance License required or obtain within the first 6 months of hire. Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals. Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice. Proven ability to develop trusting relationships with financial advisors and be a team player. A desire to mentor others is a plus. Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus. Logistics We are open to US-Remote for this role. Compensation Range: Pay Range - Start: $149,380.00 Pay Range - End: $277,420.00 Geographic Specific Pay Structure: 225 - Structure 110: 149,380.00 USD - 277,420.00 USD 225 - Structure 115: 156,170.00 USD - 290,030.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Job Posting End Date: 12/22/2025 The timeline for this job posting may be shortened or extended based on organizational needs. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Nor t hwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Hospitality & Tourism,
Join Our Award-Winning Team as the Vice President of Service Center Operations! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025 , for the third consecutive year ! Are you a visionary leader with a passion for fostering growth and excellence? Do you have a track record of inspiring teams, achieving ambitious goals, and delivering outstanding results? If you're ready to make a meaningful impact on our members' lives and our community, we'd love to meet you! What We Offer: Competitive Salary: $67,608 - $101,411, commensurate with experience. Comprehensive Benefits Package: Health insurance, retirement plans, paid time off, and more. Impactful Work: Ensure sound portfolio performance while safeguarding members and the Credit Union. Supportive Environment: Collaborate with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding industry. A Rewarding Career: Make a difference in the lives of members and the communities we serve. Opportunity Overview: As the Vice President of Service Center Operations, you'll lead and inspire teams at our Greendale and Lawrenceburg, Indiana Service Centers-two vibrant locations just minutes apart-driving strategic initiatives, optimizing branch efficiency, and cultivating a culture of exceptional service. In this pivotal role, you will be at the forefront of our mission to deliver outstanding financial services while making a positive difference in the communities we serve. What You'll Do: Lead Branch Operations: Oversee day-to-day operations and ensure profitability while maintaining high standards of service and efficiency. Drive Growth: Identify market needs, develop innovative solutions, and expand our services to meet those needs and increase market share. Develop Talent: Mentor and inspire team members, helping them reach their highest potential and achieve our business objectives. Enhance Member Experience: Serve as a trusted advisor, deepen relationships with members, generate new memberships, and focus on delivering exceptional service. Optimize Resources: Manage branch resources effectively to enhance performance and achieve operational goals. Foster Collaboration: Work closely with other business units to align strategies, share insights, and drive collective success. Lead by Example: Ensure that all branch activities comply with regulations and internal policies and identify areas for improvement. Champion Community Engagement: Actively participate in community activities and initiatives to strengthen our local presence and impact. What We're Looking For: Education & Experience: A 2-4-year degree in Business or a related field, with 3-5 years of management experience in a retail or financial services setting. Lending experience is a must. Expertise: Strong understanding of financial products, services, and market trends. Proficiency in software systems related to Core, Lending, Budget, and Compliance. Skills: Excellent communication, sales, and service skills with a proven ability to lead, resolve conflicts, and drive results. Judgment & Problem-Solving: The ability to analyze complex situations, apply sound principles, and develop effective solutions. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. If you're a driven leader ready to make a meaningful impact and contribute to our continued success and growth, we invite you to apply! PM19 Compensation $67,608 - $101,411 per year Compensation details: 11 Yearly Salary PI647d9ce5-
10/24/2025
Full time
Join Our Award-Winning Team as the Vice President of Service Center Operations! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025 , for the third consecutive year ! Are you a visionary leader with a passion for fostering growth and excellence? Do you have a track record of inspiring teams, achieving ambitious goals, and delivering outstanding results? If you're ready to make a meaningful impact on our members' lives and our community, we'd love to meet you! What We Offer: Competitive Salary: $67,608 - $101,411, commensurate with experience. Comprehensive Benefits Package: Health insurance, retirement plans, paid time off, and more. Impactful Work: Ensure sound portfolio performance while safeguarding members and the Credit Union. Supportive Environment: Collaborate with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding industry. A Rewarding Career: Make a difference in the lives of members and the communities we serve. Opportunity Overview: As the Vice President of Service Center Operations, you'll lead and inspire teams at our Greendale and Lawrenceburg, Indiana Service Centers-two vibrant locations just minutes apart-driving strategic initiatives, optimizing branch efficiency, and cultivating a culture of exceptional service. In this pivotal role, you will be at the forefront of our mission to deliver outstanding financial services while making a positive difference in the communities we serve. What You'll Do: Lead Branch Operations: Oversee day-to-day operations and ensure profitability while maintaining high standards of service and efficiency. Drive Growth: Identify market needs, develop innovative solutions, and expand our services to meet those needs and increase market share. Develop Talent: Mentor and inspire team members, helping them reach their highest potential and achieve our business objectives. Enhance Member Experience: Serve as a trusted advisor, deepen relationships with members, generate new memberships, and focus on delivering exceptional service. Optimize Resources: Manage branch resources effectively to enhance performance and achieve operational goals. Foster Collaboration: Work closely with other business units to align strategies, share insights, and drive collective success. Lead by Example: Ensure that all branch activities comply with regulations and internal policies and identify areas for improvement. Champion Community Engagement: Actively participate in community activities and initiatives to strengthen our local presence and impact. What We're Looking For: Education & Experience: A 2-4-year degree in Business or a related field, with 3-5 years of management experience in a retail or financial services setting. Lending experience is a must. Expertise: Strong understanding of financial products, services, and market trends. Proficiency in software systems related to Core, Lending, Budget, and Compliance. Skills: Excellent communication, sales, and service skills with a proven ability to lead, resolve conflicts, and drive results. Judgment & Problem-Solving: The ability to analyze complex situations, apply sound principles, and develop effective solutions. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. If you're a driven leader ready to make a meaningful impact and contribute to our continued success and growth, we invite you to apply! PM19 Compensation $67,608 - $101,411 per year Compensation details: 11 Yearly Salary PI647d9ce5-
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: Bachelors 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 bachelors 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 masters 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. Required Preferred Job Industries Other
10/24/2025
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: Bachelors 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 bachelors 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 masters 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. Required Preferred Job Industries Other
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Amy F. Loperfido & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Legal Secretary to join the Philadelphia Claim Litigation office. While every day can provide different experiences and opportunities, a typical day as a Legal Secretary involves supporting attorneys with calendaring and scheduling, processing mail, and electronic/paper filing. The office allows for collaborative environments with access to peer mentors. This role provides diversity of work and the opportunity for development/advancement. This role will interact with clients, courts, and counsel throughout the litigation process on behalf of the attorney. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:30am-5:00pm. LOCATION: 1500 Market Street, Suite 2400 Centre Square West, Philadelphia, PA 19102 The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Responsibilities of a Legal Secretary include, but are not limited to: Apply specialized knowledge of legal procedures Calendar management, processing mail, electronic/paper filing in all five surrounding counties Schedule litigation events, including depositions, mediations and hearings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required: 2+ years of recent civil defense litigation secretarial experience preferably in insurance defense or personal injury Prior experience in electronic and paper filing preferrable in the five surrounding counties (Philadelphia, Delaware, Chester, Montgomery, Bucks) Key Skills required Calendaring and scheduling experience within a legal environment Strong organizational skills, prioritizing urgent and non-urgent tasks (items with deadlines, handling demands), multitasking E-filing experience Knowledge of legal and medical terminology, local and state rules regarding pleadings and pre-trial matters, deadlines, and filing requirement (strongly preferred) Ability to adapt to a corporate law environment Strong written and oral communication skills (proofreading, attention to detail, formatting) Accurate typing skills Technology/software experience required Working knowledge of PA electronic filing system Working knowledge of Microsoft Office Suite Working knowledge of Case Management system Working knowledge of Document Storage system Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary ran ge: $57,074.88 - $68,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 9% of ba se salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
10/24/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Amy F. Loperfido & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Legal Secretary to join the Philadelphia Claim Litigation office. While every day can provide different experiences and opportunities, a typical day as a Legal Secretary involves supporting attorneys with calendaring and scheduling, processing mail, and electronic/paper filing. The office allows for collaborative environments with access to peer mentors. This role provides diversity of work and the opportunity for development/advancement. This role will interact with clients, courts, and counsel throughout the litigation process on behalf of the attorney. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:30am-5:00pm. LOCATION: 1500 Market Street, Suite 2400 Centre Square West, Philadelphia, PA 19102 The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Responsibilities of a Legal Secretary include, but are not limited to: Apply specialized knowledge of legal procedures Calendar management, processing mail, electronic/paper filing in all five surrounding counties Schedule litigation events, including depositions, mediations and hearings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required: 2+ years of recent civil defense litigation secretarial experience preferably in insurance defense or personal injury Prior experience in electronic and paper filing preferrable in the five surrounding counties (Philadelphia, Delaware, Chester, Montgomery, Bucks) Key Skills required Calendaring and scheduling experience within a legal environment Strong organizational skills, prioritizing urgent and non-urgent tasks (items with deadlines, handling demands), multitasking E-filing experience Knowledge of legal and medical terminology, local and state rules regarding pleadings and pre-trial matters, deadlines, and filing requirement (strongly preferred) Ability to adapt to a corporate law environment Strong written and oral communication skills (proofreading, attention to detail, formatting) Accurate typing skills Technology/software experience required Working knowledge of PA electronic filing system Working knowledge of Microsoft Office Suite Working knowledge of Case Management system Working knowledge of Document Storage system Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary ran ge: $57,074.88 - $68,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 9% of ba se salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions about inspiring stores and irresistible products about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Counter Manager, you will lead a dynamic team of Beauty Advisors while managing all aspects of a specific cosmetics brand. Your role blends leadership, creativity, and customer engagement-delivering genuine hospitality through personalized consultations, expert product application, and a deep understanding of each customer's beauty and style preferences. You'll inspire teamwork to drive sales and elevate the customer experience by creating meaningful, long-lasting connections. With a strong focus on client development, you will cultivate a loyal customer base through outreach, follow-up, and consistent, personalized service. In addition to meeting and exceeding sales goals, you'll analyze business performance, execute vendor events and promotions, and partner with vendors and store leadership to grow the business. You'll also oversee stock presentation, hygiene standards, and team performance to ensure an exceptional and polished brand experience. How our Counter Managers spend their day Every day starts with a positive example . As a Counter Manager, you come in energized and ready to inspire your team - wearing your name badge with pride, greeting colleagues with genuine warmth, and ensuring your counter is polished, organized, and fully prepared to welcome customers. You set the tone by reviewing daily sales goals, staying informed on new launches, top-performing products, and current beauty trends - so you're equipped to lead with confidence, support your team, and deliver exceptional service to every customer. On the floor, you lead through action - welcoming customers with genuine hospitality, making eye contact, and starting friendly, personal conversations that build lasting relationships. You help maintain a shoppable space by ensuring testers are clean and well-stocked, signage and pricing are current, and displays reflect brand standards. You lead by example, jumping in to support merchandising updates and keeping the space visually appealing and welcoming throughout the day. You help the team Finish Strong - by coaching them to share Loyalty benefits, making sure customers leave with everything they need, and ending each interaction with a sincere thank-you, often using the customer's name and adding a personal touch. You know that service starts with each other . You model collaboration, honesty, and care - supporting your peers so the whole team can better serve our customers and communities. And we know that excellence is a journey - we strive to improve every day , take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here ( Who You Are and What You Will Do Deliver exceptional customer service through personalized consultations and expert product knowledge Build lasting relationships with clients and drive client development through outreach and follow-up Review and analyze business performance of daily, weekly, monthly, seasonal, and annual sales results and implement strategies to grow business and improve results Plan and execute in-store and vendor-led events to drive traffic and engagement Maintain brand standards through proper merchandising, hygiene, and stock replenishment Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits Collaborate with vendors, personal stylists, and store leadership to optimize outcomes Resolve customer concerns in a professional and customer-first manner Stay informed on new launches, best-sellers, and beauty trends to support team education Manage multiple priorities in a fast-paced environment with strong attention to detail Demonstrate flexibility, sound judgment, and a passion for the beauty industry 3-5 years of relevant retail, beauty, or leadership experience preferred Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality Must be able to: Understand and communicate effectively with customers, co-workers, and supervisors Read and understand employment policies and safety rules/procedures in English Essential Physical Requirements You Will Perform This position requires talking, lifting, constant moving, standing, and reaching with arms and hands. Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level Requires close vision, color vision, depth perception, and focus adjustment Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here ( About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at .
10/24/2025
Full time
Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions about inspiring stores and irresistible products about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Counter Manager, you will lead a dynamic team of Beauty Advisors while managing all aspects of a specific cosmetics brand. Your role blends leadership, creativity, and customer engagement-delivering genuine hospitality through personalized consultations, expert product application, and a deep understanding of each customer's beauty and style preferences. You'll inspire teamwork to drive sales and elevate the customer experience by creating meaningful, long-lasting connections. With a strong focus on client development, you will cultivate a loyal customer base through outreach, follow-up, and consistent, personalized service. In addition to meeting and exceeding sales goals, you'll analyze business performance, execute vendor events and promotions, and partner with vendors and store leadership to grow the business. You'll also oversee stock presentation, hygiene standards, and team performance to ensure an exceptional and polished brand experience. How our Counter Managers spend their day Every day starts with a positive example . As a Counter Manager, you come in energized and ready to inspire your team - wearing your name badge with pride, greeting colleagues with genuine warmth, and ensuring your counter is polished, organized, and fully prepared to welcome customers. You set the tone by reviewing daily sales goals, staying informed on new launches, top-performing products, and current beauty trends - so you're equipped to lead with confidence, support your team, and deliver exceptional service to every customer. On the floor, you lead through action - welcoming customers with genuine hospitality, making eye contact, and starting friendly, personal conversations that build lasting relationships. You help maintain a shoppable space by ensuring testers are clean and well-stocked, signage and pricing are current, and displays reflect brand standards. You lead by example, jumping in to support merchandising updates and keeping the space visually appealing and welcoming throughout the day. You help the team Finish Strong - by coaching them to share Loyalty benefits, making sure customers leave with everything they need, and ending each interaction with a sincere thank-you, often using the customer's name and adding a personal touch. You know that service starts with each other . You model collaboration, honesty, and care - supporting your peers so the whole team can better serve our customers and communities. And we know that excellence is a journey - we strive to improve every day , take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here ( Who You Are and What You Will Do Deliver exceptional customer service through personalized consultations and expert product knowledge Build lasting relationships with clients and drive client development through outreach and follow-up Review and analyze business performance of daily, weekly, monthly, seasonal, and annual sales results and implement strategies to grow business and improve results Plan and execute in-store and vendor-led events to drive traffic and engagement Maintain brand standards through proper merchandising, hygiene, and stock replenishment Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits Collaborate with vendors, personal stylists, and store leadership to optimize outcomes Resolve customer concerns in a professional and customer-first manner Stay informed on new launches, best-sellers, and beauty trends to support team education Manage multiple priorities in a fast-paced environment with strong attention to detail Demonstrate flexibility, sound judgment, and a passion for the beauty industry 3-5 years of relevant retail, beauty, or leadership experience preferred Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality Must be able to: Understand and communicate effectively with customers, co-workers, and supervisors Read and understand employment policies and safety rules/procedures in English Essential Physical Requirements You Will Perform This position requires talking, lifting, constant moving, standing, and reaching with arms and hands. Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level Requires close vision, color vision, depth perception, and focus adjustment Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here ( About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at .
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Karen D. Wood & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Paralegal to join the San Diego, California Claim Litigation office. While every day can provide different experiences and opportunities, a Paralegal supports attorneys with drafting, serving, and responding to discovery, as well as trial preparation. The office allows for collaborative environments with experienced peer mentors. There are no billable hours in this opportunity. This role provides diversity of work and the opportunity for career development. This role will interact with clients, experts, and witnesses throughout the litigation process. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM. LOCATION: 3131 Camino del Rio North, San Diego, CA The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Involvement with medical record collection, medical record and billing summaries, and medical chronologies Draft motions and pleadings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required 2 + years of recent civil litigation experience, preferably insurance defense or personal injury Prior paralegal experience, litigation Background in drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with California court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Experience using Evermap and/or Adobe Bookmarking Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Candidates must meet the California Business & Professions Code 6450 for paralegals requirements Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. For Los Angeles candidates: Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment qualified applicants with criminal histories. For San Francisco candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. # Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $59,291.38 - $90,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
10/24/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Karen D. Wood & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Paralegal to join the San Diego, California Claim Litigation office. While every day can provide different experiences and opportunities, a Paralegal supports attorneys with drafting, serving, and responding to discovery, as well as trial preparation. The office allows for collaborative environments with experienced peer mentors. There are no billable hours in this opportunity. This role provides diversity of work and the opportunity for career development. This role will interact with clients, experts, and witnesses throughout the litigation process. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM. LOCATION: 3131 Camino del Rio North, San Diego, CA The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Involvement with medical record collection, medical record and billing summaries, and medical chronologies Draft motions and pleadings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required 2 + years of recent civil litigation experience, preferably insurance defense or personal injury Prior paralegal experience, litigation Background in drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with California court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Experience using Evermap and/or Adobe Bookmarking Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Candidates must meet the California Business & Professions Code 6450 for paralegals requirements Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. For Los Angeles candidates: Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment qualified applicants with criminal histories. For San Francisco candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. # Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $59,291.38 - $90,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
10/24/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
10/24/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
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 Business Risk and Controls Advisor (Mid-Level) for the Bank, you will be positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. You will be responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. You will manage risk assessment data and use critical thinking to identify key data-driven insights tied to first line of defense. 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: Charlotte, NC, Chesapeake, VA, Colorado Springs, CO, Phoenix, AZ, Plano, TX, San Antonio, TX and Tampa, FL. Relocation assistance is not available for this position. What you'll do: Advise the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, Risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Perform ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key Risk metrics to evaluate the effectiveness of established business controls. Perform Risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. Partner with business owners to assist them in the identification of control failures and assesses the impact. Assist with translating control deficiencies into action plans and facilitates effective and timely Risk remediation through action plan oversight; provide recommendations to enhance governance practices in alignment with Risk and compliance frameworks. Maintain processes, procedures, and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. Provide control oversight to ensure compliance with laws and regulations. Serve as a resource to team members. Ensure 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 of experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline. Knowledge of federal laws, rules, regulations, and applicable guidance to area supported for example: OCC Heightened Standards, BSA/AML, REG E, UDAAP/UDAP, TILA/REG Z, SCRA, FCRA, MLA. What sets you apart: Highly proficient in bank consumer protection regulatory compliance, specifically within the Credit Card, Consumer Lending, and/or Real Estate lines of business. Experience researching, analyzing, and testing regulatory requirements, with a focus on practical application and business impact. Strong critical thinking skills, intellectual curiosity, attention to detail, and effective organizational capabilities. Effective relationship-building and influencing skills, with a track record of collaborating effectively with business partners to drive meaningful change. Strong written and verbal communication. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $77,120 - $147,390. 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.
10/24/2025
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 Business Risk and Controls Advisor (Mid-Level) for the Bank, you will be positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. You will be responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. You will manage risk assessment data and use critical thinking to identify key data-driven insights tied to first line of defense. 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: Charlotte, NC, Chesapeake, VA, Colorado Springs, CO, Phoenix, AZ, Plano, TX, San Antonio, TX and Tampa, FL. Relocation assistance is not available for this position. What you'll do: Advise the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, Risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Perform ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key Risk metrics to evaluate the effectiveness of established business controls. Perform Risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. Partner with business owners to assist them in the identification of control failures and assesses the impact. Assist with translating control deficiencies into action plans and facilitates effective and timely Risk remediation through action plan oversight; provide recommendations to enhance governance practices in alignment with Risk and compliance frameworks. Maintain processes, procedures, and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. Provide control oversight to ensure compliance with laws and regulations. Serve as a resource to team members. Ensure 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 of experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline. Knowledge of federal laws, rules, regulations, and applicable guidance to area supported for example: OCC Heightened Standards, BSA/AML, REG E, UDAAP/UDAP, TILA/REG Z, SCRA, FCRA, MLA. What sets you apart: Highly proficient in bank consumer protection regulatory compliance, specifically within the Credit Card, Consumer Lending, and/or Real Estate lines of business. Experience researching, analyzing, and testing regulatory requirements, with a focus on practical application and business impact. Strong critical thinking skills, intellectual curiosity, attention to detail, and effective organizational capabilities. Effective relationship-building and influencing skills, with a track record of collaborating effectively with business partners to drive meaningful change. Strong written and verbal communication. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $77,120 - $147,390. 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.
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Santander Holdings USA Inc
W Hartford, Connecticut
Financial Advisor - Centralized, West Hartford, CTCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel. Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Certifications: NASD licenses 6, 63, 7, 65 or 66 - Required. Appropriate state insurance licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $102,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standingand walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: West Hartford, CT, West Hartford Other Locations: Connecticut-Wethersfield,Connecticut-West Hartford Organization: Santander Bank N.A. Required Preferred Job Industries Accounting & Finance
10/24/2025
Full time
Financial Advisor - Centralized, West Hartford, CTCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel. Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Certifications: NASD licenses 6, 63, 7, 65 or 66 - Required. Appropriate state insurance licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $102,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standingand walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: West Hartford, CT, West Hartford Other Locations: Connecticut-Wethersfield,Connecticut-West Hartford Organization: Santander Bank N.A. Required Preferred Job Industries Accounting & Finance
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
10/24/2025
Full time
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Amy F. Loperfido & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Legal Secretary to join the Philadelphia Claim Litigation office. While every day can provide different experiences and opportunities, a typical day as a Legal Secretary involves supporting attorneys with calendaring and scheduling, processing mail, and electronic/paper filing. The office allows for collaborative environments with access to peer mentors. This role provides diversity of work and the opportunity for development/advancement. This role will interact with clients, courts, and counsel throughout the litigation process on behalf of the attorney. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:30am-5:00pm. LOCATION: 1500 Market Street, Suite 2400 Centre Square West, Philadelphia, PA 19102 The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Responsibilities of a Legal Secretary include, but are not limited to: Apply specialized knowledge of legal procedures Calendar management, processing mail, electronic/paper filing in all five surrounding counties Schedule litigation events, including depositions, mediations and hearings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required: 2+ years of recent civil defense litigation secretarial experience preferably in insurance defense or personal injury Prior experience in electronic and paper filing preferrable in the five surrounding counties (Philadelphia, Delaware, Chester, Montgomery, Bucks) Key Skills required Calendaring and scheduling experience within a legal environment Strong organizational skills, prioritizing urgent and non-urgent tasks (items with deadlines, handling demands), multitasking E-filing experience Knowledge of legal and medical terminology, local and state rules regarding pleadings and pre-trial matters, deadlines, and filing requirement (strongly preferred) Ability to adapt to a corporate law environment Strong written and oral communication skills (proofreading, attention to detail, formatting) Accurate typing skills Technology/software experience required Working knowledge of PA electronic filing system Working knowledge of Microsoft Office Suite Working knowledge of Case Management system Working knowledge of Document Storage system Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary ran ge: $57,074.88 - $68,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 9% of ba se salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
10/24/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Amy F. Loperfido & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Legal Secretary to join the Philadelphia Claim Litigation office. While every day can provide different experiences and opportunities, a typical day as a Legal Secretary involves supporting attorneys with calendaring and scheduling, processing mail, and electronic/paper filing. The office allows for collaborative environments with access to peer mentors. This role provides diversity of work and the opportunity for development/advancement. This role will interact with clients, courts, and counsel throughout the litigation process on behalf of the attorney. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:30am-5:00pm. LOCATION: 1500 Market Street, Suite 2400 Centre Square West, Philadelphia, PA 19102 The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Responsibilities of a Legal Secretary include, but are not limited to: Apply specialized knowledge of legal procedures Calendar management, processing mail, electronic/paper filing in all five surrounding counties Schedule litigation events, including depositions, mediations and hearings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required: 2+ years of recent civil defense litigation secretarial experience preferably in insurance defense or personal injury Prior experience in electronic and paper filing preferrable in the five surrounding counties (Philadelphia, Delaware, Chester, Montgomery, Bucks) Key Skills required Calendaring and scheduling experience within a legal environment Strong organizational skills, prioritizing urgent and non-urgent tasks (items with deadlines, handling demands), multitasking E-filing experience Knowledge of legal and medical terminology, local and state rules regarding pleadings and pre-trial matters, deadlines, and filing requirement (strongly preferred) Ability to adapt to a corporate law environment Strong written and oral communication skills (proofreading, attention to detail, formatting) Accurate typing skills Technology/software experience required Working knowledge of PA electronic filing system Working knowledge of Microsoft Office Suite Working knowledge of Case Management system Working knowledge of Document Storage system Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary ran ge: $57,074.88 - $68,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 9% of ba se salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
10/24/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Lynn Leonard & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking Attorneys to join their expanding Atlanta Claim Litigation office. While every day can provide different experiences and opportunities, State Farm attorneys maintain their own caseload from inception to conclusion. The role involves case ownership, participating in litigation events, and meeting with clients. We encourage a collaborative environment where our attorneys can assist each other and have access to support staff while maintaining ownership of their files. As a result of not being billed by the hour, our attorneys have the opportunity to strategize on trial and case development as it passes through litigation. State Farm creates an environment inclusive of career development opportunities. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Location: 5555 Glenridge Connector, Atlanta GA Responsibilities will include but are not limited to: Handles litigation and other legal assignments in accordance with guidelines established by the Law Department Prepare and summarize reports for proceedings Trial strategy and case development Attends litigation events including trials, mediations, depositions, and hearings Qualifications Previous Experience required 2-15 years of civil trial litigation and jury trial experience preferably in the practice areas of insurance defense, medical malpractice, personal injury, or workers compensation Key Skills required Jury trial, mediation, and deposition experience File ownership Knowledge of local and state discovery rules, trial procedures, and applicable substantive law commensurate with level of experience Effective written and oral communication skills Ability to work in a team setting Technology/software experience required Ability to work efficiently with cases in electronic form Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licenses and certifications J.D. from an A.B.A. Accredited Law School, with excellent academic credentials Must have an active law license to practice in the state of Georgia and a member in good standing with the State Bar of Georgia Additional Details: Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $ 104,000.00 - $175,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 24 % of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
10/24/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Lynn Leonard & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking Attorneys to join their expanding Atlanta Claim Litigation office. While every day can provide different experiences and opportunities, State Farm attorneys maintain their own caseload from inception to conclusion. The role involves case ownership, participating in litigation events, and meeting with clients. We encourage a collaborative environment where our attorneys can assist each other and have access to support staff while maintaining ownership of their files. As a result of not being billed by the hour, our attorneys have the opportunity to strategize on trial and case development as it passes through litigation. State Farm creates an environment inclusive of career development opportunities. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Location: 5555 Glenridge Connector, Atlanta GA Responsibilities will include but are not limited to: Handles litigation and other legal assignments in accordance with guidelines established by the Law Department Prepare and summarize reports for proceedings Trial strategy and case development Attends litigation events including trials, mediations, depositions, and hearings Qualifications Previous Experience required 2-15 years of civil trial litigation and jury trial experience preferably in the practice areas of insurance defense, medical malpractice, personal injury, or workers compensation Key Skills required Jury trial, mediation, and deposition experience File ownership Knowledge of local and state discovery rules, trial procedures, and applicable substantive law commensurate with level of experience Effective written and oral communication skills Ability to work in a team setting Technology/software experience required Ability to work efficiently with cases in electronic form Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licenses and certifications J.D. from an A.B.A. Accredited Law School, with excellent academic credentials Must have an active law license to practice in the state of Georgia and a member in good standing with the State Bar of Georgia Additional Details: Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $ 104,000.00 - $175,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 24 % of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category: ,
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
10/24/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
10/24/2025
Full time
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
