Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
REGION POST-SALE PROJECT COORDINATOR Location: Downers Grove, IL Salary: $75,000/Annual JOB SUMMARY: The Region Post-Sale Project Coordinator (RPC) position is responsible for proactively coordinating the technical installation, maintenance and service requests for clients, and the internal Securitas teams. The RPC is part technical support, part customer champion, and part relationship manager for a defined group of post implementation customer accounts. The RPC has two overlapping responsibilities that includes new project installations and service coordination. Success in this role requires the ability to proactively and persistently communicate with all supply chain partners, elevate any issues/problems to resolution, interface with and coordinate outsourced and in-house installation and maintenance support teams, and aiding assistance to triage technical problems and coordinate the remediation response. You will be responsible for ensuring timely and proactive communication between Clients, Sub-Contractors, Securitas Technology and internal Securitas teams to ensure all parties are understanding of project progress and any issues or concerns that arise during installation. This is to include identifying anomalies early in a project installation and communicate to all parties with urgency. Region Post-Sale Project Coordinator will also develop a consistent partnership with customers to ensure they remain successful and realize the full value of their investment. This includes managing communication concerning security systems installations, service and on-going coordination of their maintenance. ESSENTIAL FUNCTIONS: The functions listed describe the business purpose of this job or position. Specific duties or tasks may vary and be documented separately. An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions. Associates are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein. In performing functions, duties or tasks, associates are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Associates are required to notify superiors upon becoming aware of unsafe working conditions. All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, associates are required to request clarification or explanations from superiors or authorized company representatives. Project Management Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects, including verification that job site is ready for commencement of project and that subcontractors maintain appropriate schedule and perform work properly. Plans and organizes acceptance of installation project by customer, ensuring system functionality and customer satisfaction. Ensures that all assigned installation projects are handled properly in accordance with Securitas policies and procedures, are timely completed, and are completed in accordance with budget. Drive issue resolution using standard process/procedures in coordination with supporting resources Provide timely status updates, root-cause analysis and strategies to address issues. Maintain Work-In-Progress (WIP) reporting to keep it current and accurate. Escalate issues as appropriate. Apply fundamental troubleshooting skills to issues before escalating to the appropriate group Provide assistance to other team members as needed. Recognize revenue opportunities and coordinate with the Sales Engineer and Region Project Coordinators Complete other tasks as assigned Service Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects as it relates to security system setup / configuration for remote services, Proactively manages maintenance contracts, serve as single point of contact for customer issues Provide basic training of SecureStat service platform to designated client personnel as needed. Document, track, and support compliance with Service Level Agreements Proactively manage, measure and track customer tickets to ensure their timely resolution Manages onboarding of accounts into SOC. Coordinates with SST, Field personnel and client to ensure remote services are provided as intended. Ensure service ticket data is accurate and regularly updated (statuses, owners, other data elements) Interface with voice, telecommunications and network personnel in support of SOC hardware, services, and vendors as needed. Manage and or support special projects, as needed Complete other tasks as assigned MINIMUM QUALIFICATIONS AT ENTRY Additional qualifications may be specified and receive preference, depending upon the nature of the position. Education/Experience: Bachelor's Degree and min. 3-5 years related experience, or an equivalent combination of education and experience sufficient to perform the essential function of the job, as determined by the company. Experience with various security system platforms and related equipment a plus Ability to organize and perform job duties within a constantly changing environment. Works independently with the ability to make decisions on demand to meet customers' expectations. Ability to manage projects and resources to satisfactory completion. Ability to analyze data and services and make appropriate recommendations to improve service/reduce cost Competencies (as demonstrated through experience, training, and/or testing): Effective communication skills Excellent planning, organization and time management skills Ability to effectively troubleshoot and accurately resolve problems General knowledge in Microsoft Office Programs including, but not limited to: MS Word, MS Excel, MS Outlook Outstanding interpersonal skills Strong customer focus Organizational savvy Ensures accountability A willingness to learn is essential as the position adapts to changes in the organization Working Conditions and Physical/Mental Demands With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions. In addition to other demands, the demands of the job include: Maintaining composure in dealing with authorities, executives, clients, staff and the public, occasionally under conditions of urgency and in pressure situations Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey Handling and being exposed to sensitive and confidential information Required ability to handle multiple tasks concurrently Computer usage Regular talking and hearing Frequent sitting, standing and walking, any of which may be required for long periods of time, and may involve climbing stairs and walking up inclines Frequent lifting and/or moving up to 20 pounds and occasional lifting and/or moving of 50 pounds or more Must be able to work a flexible schedule and additional hours Benefits We Offer: Medical, Dental, Vision, Life, AD&D, & Disability Insurance, Plus 401K Options Paid Time Off (4 floating holidays per yr., 48 hours of sick time per year and 80 hours of vacation time per yr.) Paid Holidays (7 per yr.) Paid Family Leave (up to 12 weeks a yr. in accordance with State law) Parental Leave (4-10 weeks of paid time off)" Paid Weekly Telemedicine - Virtual Medical Care Discounts On Childcare, Vehicles, Electronics, Cell Phone Plans, Travel, & More! Doggy & Kitty Daycare Discounts Employee Assistance Program & So Much More! Apply Today! See a different world EOE/M/F/Vet/Disabilities IDFPR Licensing# Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we're looking for you to join the Securitas team. Benefits include: Retirement plan Employer-provided medical and dental coverage Company-paid life insurance Voluntary life and disability insurance Employee assistance plan Securitas Saves discount program Paid holidays Paid time away from work . click apply for full job details
10/28/2025
Full time
REGION POST-SALE PROJECT COORDINATOR Location: Downers Grove, IL Salary: $75,000/Annual JOB SUMMARY: The Region Post-Sale Project Coordinator (RPC) position is responsible for proactively coordinating the technical installation, maintenance and service requests for clients, and the internal Securitas teams. The RPC is part technical support, part customer champion, and part relationship manager for a defined group of post implementation customer accounts. The RPC has two overlapping responsibilities that includes new project installations and service coordination. Success in this role requires the ability to proactively and persistently communicate with all supply chain partners, elevate any issues/problems to resolution, interface with and coordinate outsourced and in-house installation and maintenance support teams, and aiding assistance to triage technical problems and coordinate the remediation response. You will be responsible for ensuring timely and proactive communication between Clients, Sub-Contractors, Securitas Technology and internal Securitas teams to ensure all parties are understanding of project progress and any issues or concerns that arise during installation. This is to include identifying anomalies early in a project installation and communicate to all parties with urgency. Region Post-Sale Project Coordinator will also develop a consistent partnership with customers to ensure they remain successful and realize the full value of their investment. This includes managing communication concerning security systems installations, service and on-going coordination of their maintenance. ESSENTIAL FUNCTIONS: The functions listed describe the business purpose of this job or position. Specific duties or tasks may vary and be documented separately. An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions. Associates are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein. In performing functions, duties or tasks, associates are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Associates are required to notify superiors upon becoming aware of unsafe working conditions. All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, associates are required to request clarification or explanations from superiors or authorized company representatives. Project Management Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects, including verification that job site is ready for commencement of project and that subcontractors maintain appropriate schedule and perform work properly. Plans and organizes acceptance of installation project by customer, ensuring system functionality and customer satisfaction. Ensures that all assigned installation projects are handled properly in accordance with Securitas policies and procedures, are timely completed, and are completed in accordance with budget. Drive issue resolution using standard process/procedures in coordination with supporting resources Provide timely status updates, root-cause analysis and strategies to address issues. Maintain Work-In-Progress (WIP) reporting to keep it current and accurate. Escalate issues as appropriate. Apply fundamental troubleshooting skills to issues before escalating to the appropriate group Provide assistance to other team members as needed. Recognize revenue opportunities and coordinate with the Sales Engineer and Region Project Coordinators Complete other tasks as assigned Service Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects as it relates to security system setup / configuration for remote services, Proactively manages maintenance contracts, serve as single point of contact for customer issues Provide basic training of SecureStat service platform to designated client personnel as needed. Document, track, and support compliance with Service Level Agreements Proactively manage, measure and track customer tickets to ensure their timely resolution Manages onboarding of accounts into SOC. Coordinates with SST, Field personnel and client to ensure remote services are provided as intended. Ensure service ticket data is accurate and regularly updated (statuses, owners, other data elements) Interface with voice, telecommunications and network personnel in support of SOC hardware, services, and vendors as needed. Manage and or support special projects, as needed Complete other tasks as assigned MINIMUM QUALIFICATIONS AT ENTRY Additional qualifications may be specified and receive preference, depending upon the nature of the position. Education/Experience: Bachelor's Degree and min. 3-5 years related experience, or an equivalent combination of education and experience sufficient to perform the essential function of the job, as determined by the company. Experience with various security system platforms and related equipment a plus Ability to organize and perform job duties within a constantly changing environment. Works independently with the ability to make decisions on demand to meet customers' expectations. Ability to manage projects and resources to satisfactory completion. Ability to analyze data and services and make appropriate recommendations to improve service/reduce cost Competencies (as demonstrated through experience, training, and/or testing): Effective communication skills Excellent planning, organization and time management skills Ability to effectively troubleshoot and accurately resolve problems General knowledge in Microsoft Office Programs including, but not limited to: MS Word, MS Excel, MS Outlook Outstanding interpersonal skills Strong customer focus Organizational savvy Ensures accountability A willingness to learn is essential as the position adapts to changes in the organization Working Conditions and Physical/Mental Demands With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions. In addition to other demands, the demands of the job include: Maintaining composure in dealing with authorities, executives, clients, staff and the public, occasionally under conditions of urgency and in pressure situations Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey Handling and being exposed to sensitive and confidential information Required ability to handle multiple tasks concurrently Computer usage Regular talking and hearing Frequent sitting, standing and walking, any of which may be required for long periods of time, and may involve climbing stairs and walking up inclines Frequent lifting and/or moving up to 20 pounds and occasional lifting and/or moving of 50 pounds or more Must be able to work a flexible schedule and additional hours Benefits We Offer: Medical, Dental, Vision, Life, AD&D, & Disability Insurance, Plus 401K Options Paid Time Off (4 floating holidays per yr., 48 hours of sick time per year and 80 hours of vacation time per yr.) Paid Holidays (7 per yr.) Paid Family Leave (up to 12 weeks a yr. in accordance with State law) Parental Leave (4-10 weeks of paid time off)" Paid Weekly Telemedicine - Virtual Medical Care Discounts On Childcare, Vehicles, Electronics, Cell Phone Plans, Travel, & More! Doggy & Kitty Daycare Discounts Employee Assistance Program & So Much More! Apply Today! See a different world EOE/M/F/Vet/Disabilities IDFPR Licensing# Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we're looking for you to join the Securitas team. Benefits include: Retirement plan Employer-provided medical and dental coverage Company-paid life insurance Voluntary life and disability insurance Employee assistance plan Securitas Saves discount program Paid holidays Paid time away from work . click apply for full job details
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
About the Team Our Merchandise Planning and Allocation (MP&A) teams are the driving forces behind making the organization's product visions available to our consumers through calculated and strategic measures. Your involvement in sales and margin forecasts, promotional performance analysis, inventory management, and vendor relationships will play a critical role in obtaining goals while maintaining PetSmart's reputation in the market as a trusted partner to pet parents. About the Location Collaborative Work Environment: At PetSmart, teamwork and connection are core to how we thrive. This role is based at our Phoenix Home Office, with an expectation of working a minimum of four days in the office each week. In a standard work week, associates may work up to one remote "flex day" (with leader approval). Our hybrid approach is designed to foster strong collaboration while also supporting flexibility and individual success. About the Job As a Merchandise Financial Planner you will be responsible for the development of accurate annual and seasonal financial plans (sales, margin, inventory and turn) that support the merchandise strategy and financial objectives. ESSENTIAL RESPONSIBILITIES: Create and revise all components of a rolling merchandise forecast (sales, margin, receipts, inventory and turn) Make both collaborative and independent day-to-day decisions which affect gross margin dollars Partner with the Buyer and Assortment Team to influence the assortment and promotional plans Analyze and anticipate selling patterns to influence the allocation and replenishment strategy Provide thought leadership, analysis and insights into trends and recommendations for actions to maximize sales, margin and inventory productivity both on daily basis and via periodic small and large scale presentations. This position is responsible for following the Merchandise Planning Policies & Procedures that supports delivering the merchandise plan objectives including growth in sales and margin, and driving cost reductions and inventory productivity gains. This includes identifying and communicating opportunities for improvement in your categories of responsibility to your manager and working with your peers and business partners to enable an excellent cross functional team. This position is responsible for influencing the overall merchandise strategy for assigned categories. This position will work to develop a solid knowledge of planning practices and alignment with merchandising, promotional and assortment strategies. This position will leverage their analytical skill sets to influence the decision making process and deliver the merchandise plan objectives. PRINCIPAL ACCOUNTABILITIES: Achieves Sales, Margin, and Inventory Turnover and other KPIs as designated to plan Develop yearly/seasonal/weekly category merchandise financial plans (sales, margin, inventory and turn) in accordance with company goals, historical performance and trend analysis. Present strategies to Senior Management. Analyze and reforecast the business and recommend/implement strategies to maximize opportunities and minimize risk. Support the leadership team in the seasonal, annual, and long-range strategic and financial planning across a wide array of vendor (direct and external), customer, and merchandising segments. Influences inventory levels and allocation strategies to stay in line with the turn and inventory plan. Lead, execute and measure performance against the business planning and product creation calendars to engage timely and informed decision making Own the end-to-end management of merchandise and financial planning, including the optimization of inventory investments across life cycle pricing, in-stock and service levels, and seasonal transitions Set targets and achieves plans for good/better/best pricing proportions, inventory and space productivity required to support the sales and gross margin plans Maintain high levels of promotional product availability during promotional periods while minimizing aging and discontinued inventory levels. Develop key, new and one-time buy items plans and then partner with Merchandise Buyers and Allocation Teams to adjust inventory levels where appropriate in season. Conduct detailed post-season or post-event analysis, leveraging customer data when appropriate, and present insights and recommendations to leadership team. Actively create and lead special projects that engage growth opportunities Work with space and assortment planning team members to influence the assortment planning process based on insights, analysis and strategic direction Use consumer insights and data combined with a structured test and learn approach to maximize growth opportunities Support the VP & Director to present within various strategic meetings for the division (i.e. Direction Setting, Marketing Execution meetings, Line Reviews, Open-To-Buy, Vendor, QBR, and other meetings) Integrate all processes and systems to fully optimize accuracy, efficiency, inventory productivity, and financial productivity. EXPERIENCE / EDUCATION Bachelor's degree preferred, preferably with a business focus, or an equivalent blend of relevant experience and education 3+ years related experience and/or training; or equivalent combination of education and experience JDA Enterprise Planning (or equivalent) experience preferred Demonstrate ability to develop analytical and problem solving skills (i.e. critical and evaluative thinking) required. Excellent communication and interpersonal skills, both written and verbal required. Ability to communicate effectively across many levels within the organization Ability to influence decisions by creating a excellent case for action, using analytical findings Collaborative Skills: ability to partner across departments to engage decisions. Must be a self-starter with the ability to manage multiple priorities. Excellent Excel and PowerPoint skills
10/28/2025
Full time
About the Team Our Merchandise Planning and Allocation (MP&A) teams are the driving forces behind making the organization's product visions available to our consumers through calculated and strategic measures. Your involvement in sales and margin forecasts, promotional performance analysis, inventory management, and vendor relationships will play a critical role in obtaining goals while maintaining PetSmart's reputation in the market as a trusted partner to pet parents. About the Location Collaborative Work Environment: At PetSmart, teamwork and connection are core to how we thrive. This role is based at our Phoenix Home Office, with an expectation of working a minimum of four days in the office each week. In a standard work week, associates may work up to one remote "flex day" (with leader approval). Our hybrid approach is designed to foster strong collaboration while also supporting flexibility and individual success. About the Job As a Merchandise Financial Planner you will be responsible for the development of accurate annual and seasonal financial plans (sales, margin, inventory and turn) that support the merchandise strategy and financial objectives. ESSENTIAL RESPONSIBILITIES: Create and revise all components of a rolling merchandise forecast (sales, margin, receipts, inventory and turn) Make both collaborative and independent day-to-day decisions which affect gross margin dollars Partner with the Buyer and Assortment Team to influence the assortment and promotional plans Analyze and anticipate selling patterns to influence the allocation and replenishment strategy Provide thought leadership, analysis and insights into trends and recommendations for actions to maximize sales, margin and inventory productivity both on daily basis and via periodic small and large scale presentations. This position is responsible for following the Merchandise Planning Policies & Procedures that supports delivering the merchandise plan objectives including growth in sales and margin, and driving cost reductions and inventory productivity gains. This includes identifying and communicating opportunities for improvement in your categories of responsibility to your manager and working with your peers and business partners to enable an excellent cross functional team. This position is responsible for influencing the overall merchandise strategy for assigned categories. This position will work to develop a solid knowledge of planning practices and alignment with merchandising, promotional and assortment strategies. This position will leverage their analytical skill sets to influence the decision making process and deliver the merchandise plan objectives. PRINCIPAL ACCOUNTABILITIES: Achieves Sales, Margin, and Inventory Turnover and other KPIs as designated to plan Develop yearly/seasonal/weekly category merchandise financial plans (sales, margin, inventory and turn) in accordance with company goals, historical performance and trend analysis. Present strategies to Senior Management. Analyze and reforecast the business and recommend/implement strategies to maximize opportunities and minimize risk. Support the leadership team in the seasonal, annual, and long-range strategic and financial planning across a wide array of vendor (direct and external), customer, and merchandising segments. Influences inventory levels and allocation strategies to stay in line with the turn and inventory plan. Lead, execute and measure performance against the business planning and product creation calendars to engage timely and informed decision making Own the end-to-end management of merchandise and financial planning, including the optimization of inventory investments across life cycle pricing, in-stock and service levels, and seasonal transitions Set targets and achieves plans for good/better/best pricing proportions, inventory and space productivity required to support the sales and gross margin plans Maintain high levels of promotional product availability during promotional periods while minimizing aging and discontinued inventory levels. Develop key, new and one-time buy items plans and then partner with Merchandise Buyers and Allocation Teams to adjust inventory levels where appropriate in season. Conduct detailed post-season or post-event analysis, leveraging customer data when appropriate, and present insights and recommendations to leadership team. Actively create and lead special projects that engage growth opportunities Work with space and assortment planning team members to influence the assortment planning process based on insights, analysis and strategic direction Use consumer insights and data combined with a structured test and learn approach to maximize growth opportunities Support the VP & Director to present within various strategic meetings for the division (i.e. Direction Setting, Marketing Execution meetings, Line Reviews, Open-To-Buy, Vendor, QBR, and other meetings) Integrate all processes and systems to fully optimize accuracy, efficiency, inventory productivity, and financial productivity. EXPERIENCE / EDUCATION Bachelor's degree preferred, preferably with a business focus, or an equivalent blend of relevant experience and education 3+ years related experience and/or training; or equivalent combination of education and experience JDA Enterprise Planning (or equivalent) experience preferred Demonstrate ability to develop analytical and problem solving skills (i.e. critical and evaluative thinking) required. Excellent communication and interpersonal skills, both written and verbal required. Ability to communicate effectively across many levels within the organization Ability to influence decisions by creating a excellent case for action, using analytical findings Collaborative Skills: ability to partner across departments to engage decisions. Must be a self-starter with the ability to manage multiple priorities. Excellent Excel and PowerPoint skills
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/28/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/27/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/26/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/26/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates professionalism and collegiality through actions, interactions, and communications with others appropriate to an environment that is welcoming to all. : Performs other duties as assigned
10/25/2025
Full time
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates professionalism and collegiality through actions, interactions, and communications with others appropriate to an environment that is welcoming to all. : Performs other duties as assigned
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/25/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/25/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Lehigh University, Center for Advancing Community Electrification Solutions (ACES), invites qualified individuals to apply for an open-rank, tenured position in energy policy and environmental analysis, with an anticipated start date of July 1, 2026. The successful candidate will be offered a joint appointment in ACES and the Lehigh University department that best matches the candidate's interests and background. Applications are encouraged from outstanding candidates whose research addresses pressing challenges associated with sustainable, resilient, and affordable electrification and policy issues related to the energy transition. Areas of interest include, but are not limited to, regulation and policy design for distributed energy resources; economic analysis of clean energy incentives and investments; energy affordability, household-level energy burden, and access disparities; cost-benefit analysis of electrification in housing, transportation, and industry; climate and environmental justice in energy transitions; coordination of local, state, and federal energy policies; behavioral responses to energy pricing, efficiency standards, and demand-side management; interactions between public finance, innovation policy, and energy systems. The successful candidate will: Maintain an active research agenda in energy policy and economics and lead and/or collaborate on large proposals with faculty affiliated with ACES; Engage with policymakers, industry partners, and communities to inform and translate research; Teach courses in energy policy, economics, or related subjects at the undergraduate and/or graduate level; and support and contribute to the service at ACES, their home department, college, and university. Likely academic departments for the individual include Economics or DATA (College of Business), Electrical and Computer Engineering or Mechanical Engineering and Mechanics (P. C. Rossin College of Engineering and Applied Science), Political Science or Earth & Environmental Sciences (College of Arts and Sciences), or another relevant department and college. The individual will also be expected to collaborate in interdisciplinary research with ACES. Candidates at the tenured Associate and Full Professor levels are also expected to lead collaborative research projects within and beyond the center. This position is part of a strategic university-wide initiative to advance interdisciplinary research and education. ACES (aces.lehigh.edu) is one of three university research centers that Lehigh University announced as part of a major strategic investment in research excellence. Aligned with the Lehigh Strategy, ACES exemplifies the university's commitment to tackling complex societal challenges through collaborative, cross-disciplinary approaches. The center is expected to more than double its faculty over the next five years, through strategic hires at the early career and established levels. ACES brings together Lehigh's interdisciplinary expertise to develop the technology and policy solutions needed to address the unique energy challenges and goals in a range of communities. Founded in 1865, Lehigh University has combined outstanding academic and learning opportunities with leadership in fostering innovative research. Recognized among the nation's highly ranked research universities, Lehigh offers a rigorous academic community for over 7,500 students. Lehigh University has some 5,800 undergraduates, 1,800 graduate students, and nearly 600 full-time faculty members. Lehigh University is located in Bethlehem, PA, a vibrant and historic area. Over 840,000 people live in the Lehigh Valley, which is in close proximity to New York City and Philadelphia. JEL Classifications: C Mathematical and Quantitative Methods D Microeconomics L Industrial Organization Q Agricultural and Natural Resource Economics; Environmental and Ecological Economics Q2 Renewable Resources and Conservation Q4 Energy Q5 Environmental Economics Qualifications Candidates must have earned a Ph.D. in Economics, relevant areas of Engineering, Public Policy, or a related field by the date of employment. The individual hired will be expected to have a demonstrated record-or strong potential-for scholarly excellence and publication. Application Instructions Review of Applications will begin November 15, 2025. For full consideration, applications should be received online by December 20, 2025. Review of applications will continue until the position is filled. Candidates should submit the following materials: 1. Cover letter 2. Curriculum vitae 3. Job Market Paper 4. Research statement that describes past scholarly contributions and future research directions 5. Teaching statement that describes instructional philosophy and courses that the candidate would want to teach or develop 6. Those applying for a tenure-track position at the rank of Assistant Professor should include three letters of recommendation Any inquiries regarding this search should be directed to . Equal Employment Opportunity Statement Lehigh University is an equal opportunity employer and does not discriminate on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital or familial status, national origin (including shared ancestry), pregnancy or related conditions, race, religion, sex, sexual orientation, or veteran status. Lehigh University is committed to a culturally and intellectually diverse academic community and is especially interested in candidates who can contribute, through their research, teaching and/or service, to this mission. Lehigh University provides competitive salaries and comprehensive benefits, including domestic partner benefits, and supports faculty members' work/life balance .
10/22/2025
Full time
Lehigh University, Center for Advancing Community Electrification Solutions (ACES), invites qualified individuals to apply for an open-rank, tenured position in energy policy and environmental analysis, with an anticipated start date of July 1, 2026. The successful candidate will be offered a joint appointment in ACES and the Lehigh University department that best matches the candidate's interests and background. Applications are encouraged from outstanding candidates whose research addresses pressing challenges associated with sustainable, resilient, and affordable electrification and policy issues related to the energy transition. Areas of interest include, but are not limited to, regulation and policy design for distributed energy resources; economic analysis of clean energy incentives and investments; energy affordability, household-level energy burden, and access disparities; cost-benefit analysis of electrification in housing, transportation, and industry; climate and environmental justice in energy transitions; coordination of local, state, and federal energy policies; behavioral responses to energy pricing, efficiency standards, and demand-side management; interactions between public finance, innovation policy, and energy systems. The successful candidate will: Maintain an active research agenda in energy policy and economics and lead and/or collaborate on large proposals with faculty affiliated with ACES; Engage with policymakers, industry partners, and communities to inform and translate research; Teach courses in energy policy, economics, or related subjects at the undergraduate and/or graduate level; and support and contribute to the service at ACES, their home department, college, and university. Likely academic departments for the individual include Economics or DATA (College of Business), Electrical and Computer Engineering or Mechanical Engineering and Mechanics (P. C. Rossin College of Engineering and Applied Science), Political Science or Earth & Environmental Sciences (College of Arts and Sciences), or another relevant department and college. The individual will also be expected to collaborate in interdisciplinary research with ACES. Candidates at the tenured Associate and Full Professor levels are also expected to lead collaborative research projects within and beyond the center. This position is part of a strategic university-wide initiative to advance interdisciplinary research and education. ACES (aces.lehigh.edu) is one of three university research centers that Lehigh University announced as part of a major strategic investment in research excellence. Aligned with the Lehigh Strategy, ACES exemplifies the university's commitment to tackling complex societal challenges through collaborative, cross-disciplinary approaches. The center is expected to more than double its faculty over the next five years, through strategic hires at the early career and established levels. ACES brings together Lehigh's interdisciplinary expertise to develop the technology and policy solutions needed to address the unique energy challenges and goals in a range of communities. Founded in 1865, Lehigh University has combined outstanding academic and learning opportunities with leadership in fostering innovative research. Recognized among the nation's highly ranked research universities, Lehigh offers a rigorous academic community for over 7,500 students. Lehigh University has some 5,800 undergraduates, 1,800 graduate students, and nearly 600 full-time faculty members. Lehigh University is located in Bethlehem, PA, a vibrant and historic area. Over 840,000 people live in the Lehigh Valley, which is in close proximity to New York City and Philadelphia. JEL Classifications: C Mathematical and Quantitative Methods D Microeconomics L Industrial Organization Q Agricultural and Natural Resource Economics; Environmental and Ecological Economics Q2 Renewable Resources and Conservation Q4 Energy Q5 Environmental Economics Qualifications Candidates must have earned a Ph.D. in Economics, relevant areas of Engineering, Public Policy, or a related field by the date of employment. The individual hired will be expected to have a demonstrated record-or strong potential-for scholarly excellence and publication. Application Instructions Review of Applications will begin November 15, 2025. For full consideration, applications should be received online by December 20, 2025. Review of applications will continue until the position is filled. Candidates should submit the following materials: 1. Cover letter 2. Curriculum vitae 3. Job Market Paper 4. Research statement that describes past scholarly contributions and future research directions 5. Teaching statement that describes instructional philosophy and courses that the candidate would want to teach or develop 6. Those applying for a tenure-track position at the rank of Assistant Professor should include three letters of recommendation Any inquiries regarding this search should be directed to . Equal Employment Opportunity Statement Lehigh University is an equal opportunity employer and does not discriminate on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital or familial status, national origin (including shared ancestry), pregnancy or related conditions, race, religion, sex, sexual orientation, or veteran status. Lehigh University is committed to a culturally and intellectually diverse academic community and is especially interested in candidates who can contribute, through their research, teaching and/or service, to this mission. Lehigh University provides competitive salaries and comprehensive benefits, including domestic partner benefits, and supports faculty members' work/life balance .
This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving. This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms. FINRA non-registered fingerprinted person WMC access person Primary Duties & Responsibilities Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems. Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients. Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met. Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support. Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands. Assists team members as they work through complex case work or items beyond their knowledge base. Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed. May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process. Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise. Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change. Qualifications Bachelor's degree in Business or related field or equivalent industry experience. Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity. Demonstrated leadership and interpersonal skills Experience with building and cultivating relationships with advisors and field teams Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity Strong interpersonal and written communication skills Demonstrated ability to positively influence and work cooperatively with employees at all levels Demonstrated ability to proactively react to change Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment. Strong business acumen and demonstrated ability to learn new business concepts and procedures. Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: 165 - Structure 110 (Exempt): 53,410.00 USD - 99,190.00 USD 165 - Structure 115 (Exempt): 55,860.00 USD - 103,740.00 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. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern 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:Customer Service,
10/18/2025
Full time
This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving. This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms. FINRA non-registered fingerprinted person WMC access person Primary Duties & Responsibilities Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems. Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients. Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met. Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support. Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands. Assists team members as they work through complex case work or items beyond their knowledge base. Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed. May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process. Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise. Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change. Qualifications Bachelor's degree in Business or related field or equivalent industry experience. Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity. Demonstrated leadership and interpersonal skills Experience with building and cultivating relationships with advisors and field teams Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity Strong interpersonal and written communication skills Demonstrated ability to positively influence and work cooperatively with employees at all levels Demonstrated ability to proactively react to change Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment. Strong business acumen and demonstrated ability to learn new business concepts and procedures. Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: 165 - Structure 110 (Exempt): 53,410.00 USD - 99,190.00 USD 165 - Structure 115 (Exempt): 55,860.00 USD - 103,740.00 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. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern 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:Customer Service,
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. : Performs other duties as assigned.
10/08/2025
Full time
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. : Performs other duties as assigned.