Description: About the Organization TechTown Ops+ is a full-service solution designed to alleviate the administrative burden for small businesses, entrepreneurs, and nonprofits by offering expert HR, payroll, benefits administration, and finance/accounting support. Tailored for businesses at various growth stages, Ops+ handles essential back-end operations so owners can focus on strategic growth and innovation rather than paperwork. About the Opportunity TechTown Ops+ is seeking a detail-oriented and client-focused part-time Accountant to join our administrative support organization. This role is ideal for a professional who thrives in a service-oriented environment, balancing technical accounting expertise with strong interpersonal skills. The Accountant will support clients by managing financial records, preparing reports, ensuring compliance, and serving as a trusted advisor for financial processes. The Impact You Will Make : Client Support & Relationship Management Serve as the primary accounting contact for assigned clients, responding promptly to inquiries and providing clear, professional guidance Develop and maintain strong relationships with clients, understanding their financial needs and tailoring services accordingly Provide proactive communication to help clients stay informed about financial deadlines, compliance requirements, and best practices Accounting & Financial Management Maintain accurate general ledger accounts and prepare monthly, quarterly, and annual financial statements Reconcile bank statements, accounts payable, and accounts receivable Process client invoices, payments, and expense reports with accuracy and timeliness Support budgeting, forecasting, and cash flow management for clients Compliance & Reporting Ensure adherence to relevant accounting standards, tax regulations, and organizational policies Prepare financial reports for clients, boards, or other stakeholders Assist with audits, ensuring documentation is organized and accessible Process Improvement Identify opportunities to streamline accounting processes and improve client experience Provide input on implementing accounting software and digital tools to enhance efficiency Administrative Maintain digital and physical filing systems for clients and internal documents Support client onboarding by organizing documentation, contracts, and initial setup steps Prepare internal reports, presentations, and summaries using data from various departments Track and follow up on task deadlines and deliverables using project management tools Maintain CRM and internal tracking systems to ensure data accuracy Other duties as assigned Requirements: Requirements What You Will Bring to the Table: Bachelors degree in Accounting 5+ years of accounting experience, preferably in a professional services, nonprofit, or small-business setting Strong knowledge of accounting principles (GAAP), financial reporting, and compliance requirements Proficiency with accounting software (e.g., QuickBooks) and Microsoft Office Suite Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders Experience with budgeting, forecasting, and cash flow analysis Strong organizational skills and attention to detail Ability to manage multiple client accounts simultaneously High degree of discretion and integrity in handling confidential information Would be nice to have: QuickBooks Online Advanced Certification Experience with financial reporting for boards, funders, and audits Knowledge of ASO operational models and service delivery frameworks Salary: The budgeted salary range for this position starts at $25-30 and may be adjusted according to qualifications and experience. The Perks: TechTown offers generous health and dental plans as well as vision, life insurance, short-term disability, a 401(k) plan, and a team member assistance program. Full-time team members also receive: 100% TechTown paid Life, STD, and LTD benefits Wellness Inspired Workplace with a Wellness Program and onsite Wellness Room 5 Weeks of paid time off per year 23 paid holidays (including 2 weeks in December and 1 week in July) 10 Paid Mental Health Days per year $2500 Professional development stipend Retirement plan with employer matching up to 6%. Paid parental leave Creativity and innovation supported and encouraged by leadership Fulfillment and the knowledge of having made an impact in Detroits economic growth Work Arrangements: This position is primarily an in-person role. We believe in-person work fosters better collaboration, stronger team dynamics, and more effective learning opportunities, especially for cross-functional projects and informal knowledge sharing. However, we also recognize the importance of flexibility. Therefore, this role allows for periodic remote work, subject to manager approval and departmental needs. The specific remote work schedule can be discussed during onboarding and revisited as needed to support organizational goals and individual work-life balance. Accessibility: At TechTown Detroit, we are committed to fostering an inclusive, accessible environment where all team members, clients, and tenants feel valued, respected, and supported. We are dedicated to building a workforce that reflects the communities in which we live and serve and creating an environment where everyone has the opportunity to reach their potential. If you are a candidate with a disability and need an accommodation to complete the application process, email our Human Resources department at . Include your full name, the best way to reach you, and the accommodation needed to assist you with the application process. PIa7ea29f41bc1-2549
12/07/2025
Full time
Description: About the Organization TechTown Ops+ is a full-service solution designed to alleviate the administrative burden for small businesses, entrepreneurs, and nonprofits by offering expert HR, payroll, benefits administration, and finance/accounting support. Tailored for businesses at various growth stages, Ops+ handles essential back-end operations so owners can focus on strategic growth and innovation rather than paperwork. About the Opportunity TechTown Ops+ is seeking a detail-oriented and client-focused part-time Accountant to join our administrative support organization. This role is ideal for a professional who thrives in a service-oriented environment, balancing technical accounting expertise with strong interpersonal skills. The Accountant will support clients by managing financial records, preparing reports, ensuring compliance, and serving as a trusted advisor for financial processes. The Impact You Will Make : Client Support & Relationship Management Serve as the primary accounting contact for assigned clients, responding promptly to inquiries and providing clear, professional guidance Develop and maintain strong relationships with clients, understanding their financial needs and tailoring services accordingly Provide proactive communication to help clients stay informed about financial deadlines, compliance requirements, and best practices Accounting & Financial Management Maintain accurate general ledger accounts and prepare monthly, quarterly, and annual financial statements Reconcile bank statements, accounts payable, and accounts receivable Process client invoices, payments, and expense reports with accuracy and timeliness Support budgeting, forecasting, and cash flow management for clients Compliance & Reporting Ensure adherence to relevant accounting standards, tax regulations, and organizational policies Prepare financial reports for clients, boards, or other stakeholders Assist with audits, ensuring documentation is organized and accessible Process Improvement Identify opportunities to streamline accounting processes and improve client experience Provide input on implementing accounting software and digital tools to enhance efficiency Administrative Maintain digital and physical filing systems for clients and internal documents Support client onboarding by organizing documentation, contracts, and initial setup steps Prepare internal reports, presentations, and summaries using data from various departments Track and follow up on task deadlines and deliverables using project management tools Maintain CRM and internal tracking systems to ensure data accuracy Other duties as assigned Requirements: Requirements What You Will Bring to the Table: Bachelors degree in Accounting 5+ years of accounting experience, preferably in a professional services, nonprofit, or small-business setting Strong knowledge of accounting principles (GAAP), financial reporting, and compliance requirements Proficiency with accounting software (e.g., QuickBooks) and Microsoft Office Suite Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders Experience with budgeting, forecasting, and cash flow analysis Strong organizational skills and attention to detail Ability to manage multiple client accounts simultaneously High degree of discretion and integrity in handling confidential information Would be nice to have: QuickBooks Online Advanced Certification Experience with financial reporting for boards, funders, and audits Knowledge of ASO operational models and service delivery frameworks Salary: The budgeted salary range for this position starts at $25-30 and may be adjusted according to qualifications and experience. The Perks: TechTown offers generous health and dental plans as well as vision, life insurance, short-term disability, a 401(k) plan, and a team member assistance program. Full-time team members also receive: 100% TechTown paid Life, STD, and LTD benefits Wellness Inspired Workplace with a Wellness Program and onsite Wellness Room 5 Weeks of paid time off per year 23 paid holidays (including 2 weeks in December and 1 week in July) 10 Paid Mental Health Days per year $2500 Professional development stipend Retirement plan with employer matching up to 6%. Paid parental leave Creativity and innovation supported and encouraged by leadership Fulfillment and the knowledge of having made an impact in Detroits economic growth Work Arrangements: This position is primarily an in-person role. We believe in-person work fosters better collaboration, stronger team dynamics, and more effective learning opportunities, especially for cross-functional projects and informal knowledge sharing. However, we also recognize the importance of flexibility. Therefore, this role allows for periodic remote work, subject to manager approval and departmental needs. The specific remote work schedule can be discussed during onboarding and revisited as needed to support organizational goals and individual work-life balance. Accessibility: At TechTown Detroit, we are committed to fostering an inclusive, accessible environment where all team members, clients, and tenants feel valued, respected, and supported. We are dedicated to building a workforce that reflects the communities in which we live and serve and creating an environment where everyone has the opportunity to reach their potential. If you are a candidate with a disability and need an accommodation to complete the application process, email our Human Resources department at . Include your full name, the best way to reach you, and the accommodation needed to assist you with the application process. PIa7ea29f41bc1-2549
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
12/07/2025
Full time
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
12/07/2025
Full time
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
12/07/2025
Full time
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
12/07/2025
Full time
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
ETNA Trader, a leading provider of software products for online broker-dealers in the United States since 2002 is looking for an International Sales Manager (SaaS). ETNA Trader is a white label web-based trading platform for online broker-dealers, digital advisors and wealth management firms, investment education firms and various FinTech startups. Our technology has been private-labeled by both Fortune 500 companies and FinTech startups. We are looking for an energetic, self-motivated, and results oriented sales professional to promote the company's products and services on the market, represent the company's brand and generate new business opportunities. This is an exciting opportunity with unlimited growth potential. Here are some of the perks: Agile startup like environment where effort will result in serious reward International distributed team Company with excellent potential for growth Great product with a huge market need Compensation: base + commission The ideal candidate must demonstrate success in the following areas: B2B Software sales experience with a history of proven results Understanding of online stock trading industry and FinTech Experience in Building and Managing a New Sales Pipeline Excellent oral and written communication skills, client servicing, strategic and consultative sales skills Experience Selling to C-Level Executives, account development and upsells Ability to Lead Engaging Presentations via web and in-person Ability to travel regularly internationally to meet the company's clients and prospects. Requirements: 5+years of proven sales experience, preferably in the FinTech industry Proactively reach out to company's potentials clients and identify business opportunities Ability to lead presentations and manage all stages of a system sales cycle Existing portfolio of potential clients in FinTech Knowledge of business and IT processes including software development life cycle, proposals, billing, and account management. Responsibilities: The Sales Executive's primary function is to sell the Company's systems into the Financial Markets sector Manage and close sales opportunities through forecasting, account resource allocation, account strategy and planning. Learn and maintain in-depth knowledge and positioning of the Company's products and technologies Develop and maintain knowledge on industry trends and competitive products to leverage the sales cycle Maintaining up-to-date information on all Sales opportunities Participation and involvement in applicable industry trade shows and conferences Conducting in-person meetings with potential clients. This position may be hybrid or remote with required business traveling at least quarterly. This position also requires a high degree of collaboration with the Product Management Team and. Compensation package includes a base salary + commission and is a subject to negotiate with successful candidates.
12/07/2025
Full time
ETNA Trader, a leading provider of software products for online broker-dealers in the United States since 2002 is looking for an International Sales Manager (SaaS). ETNA Trader is a white label web-based trading platform for online broker-dealers, digital advisors and wealth management firms, investment education firms and various FinTech startups. Our technology has been private-labeled by both Fortune 500 companies and FinTech startups. We are looking for an energetic, self-motivated, and results oriented sales professional to promote the company's products and services on the market, represent the company's brand and generate new business opportunities. This is an exciting opportunity with unlimited growth potential. Here are some of the perks: Agile startup like environment where effort will result in serious reward International distributed team Company with excellent potential for growth Great product with a huge market need Compensation: base + commission The ideal candidate must demonstrate success in the following areas: B2B Software sales experience with a history of proven results Understanding of online stock trading industry and FinTech Experience in Building and Managing a New Sales Pipeline Excellent oral and written communication skills, client servicing, strategic and consultative sales skills Experience Selling to C-Level Executives, account development and upsells Ability to Lead Engaging Presentations via web and in-person Ability to travel regularly internationally to meet the company's clients and prospects. Requirements: 5+years of proven sales experience, preferably in the FinTech industry Proactively reach out to company's potentials clients and identify business opportunities Ability to lead presentations and manage all stages of a system sales cycle Existing portfolio of potential clients in FinTech Knowledge of business and IT processes including software development life cycle, proposals, billing, and account management. Responsibilities: The Sales Executive's primary function is to sell the Company's systems into the Financial Markets sector Manage and close sales opportunities through forecasting, account resource allocation, account strategy and planning. Learn and maintain in-depth knowledge and positioning of the Company's products and technologies Develop and maintain knowledge on industry trends and competitive products to leverage the sales cycle Maintaining up-to-date information on all Sales opportunities Participation and involvement in applicable industry trade shows and conferences Conducting in-person meetings with potential clients. This position may be hybrid or remote with required business traveling at least quarterly. This position also requires a high degree of collaboration with the Product Management Team and. Compensation package includes a base salary + commission and is a subject to negotiate with successful candidates.
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
12/07/2025
Full time
Join our dynamic team at Quadrant Health Group! Quadrant Billing Solutions, a proud member of the Quadrant Health Group, i s seeking a passionate and dedicated Utilization Review Specialist to join our growing team. You will play a vital role focused on ensuring that healthcare services are delivered efficiently and effectively. Why Join Quadrant Health Group? Competitive salary commensurate with experience. Comprehensive benefits package, including medical, dental, and vision insurance. Paid time off, sick time and holidays. Opportunities for professional development and growth. A supportive and collaborative work environment. A chance to make a meaningful impact on the lives of our clients. Compensation: $60,000 - $75,000 a year - (Based on experience) Full-time What You'll Do: The UR Specialist plays a critical role in ensuring both clinical quality management and financial viability for our partner facilities. This position is not just about securing authorizationsits about bridging the gap between clinical care and revenue cycle management. UR Specialists serve as the direct liaison between facility clinical teams, insurance providers, and the billing department, ensuring seamless communication, accurate documentation, and optimal patient outcomes. This is an in-office position and must have prior UR & clinical experience. Remote hires and applicants without prior experience will not be considered. Key Responsibilities Clinical Advocacy Serve as a strong patient advocate, effectively communicating clinical justifications to insurance payers. Apply medical necessity criteria to secure initial and continued authorizations across all levels of care. Utilize problem-solving and critical thinking to navigate complex authorization issues and minimize denials. Facility Collaboration & Clinical Quality Management Work closely with clinical teams to ensure treatment plans align with insurance criteria for continued authorization. Provide ongoing feedback to facilities regarding documentation improvements, level of care justifications, and payer trends. Serve as the primary point of contact between facilities and the billing team, ensuring smooth coordination and timely approvals. Proactively educate and guide facilities on insurance requirements, helping them adapt to payer expectations. Communication & Case Management Maintain clear, professional, and proactive communication with facility staff, insurance representatives, and internal billing teams. Manage a caseload of 50-70 patients, ensuring timely follow-ups, thorough documentation, and strong attention to detail. Document all interactions in the EMR (Kipu experience required) and ensure all authorization trackers are up to date. Ensure that denied or pended cases are escalated appropriately through peer reviews or appeals. Operational Excellence & Technology Utilization Efficiently navigate EMR systems (Kipu experience required) Utilize Google Docs, Google Sheets, and Google Drive for internal reporting, tracking, and collaboration. Assist in after-hours utilization reviews as needed to prevent service disruptions and maintain compliance. Adapt quickly to payer policy changes and ensure facilities are informed of updates that impact clinical documentation and authorization processes. What Were Looking For Minimum of 3 years of clinical experience in behavioral health, with a solid grasp of medical necessity criteria and levels of care. Prior experience in utilization review, case management, or insurance authorization within the behavioral healthcare space. Strong analytical and problem-solving abilities, with the capacity to think strategically and advocate effectively for treatment approvals. Excellent written and verbal communication skills, with the ability to collaborate across internal teams and external stakeholders. Highly organized and detail-oriented, capable of managing a high-volume caseload in a fast-paced environment. Proficiency in Kipu EMR and Google Workspace tools (Drive, Sheets, Docs) is required. Customer-focused mindset with the ability to build and maintain strong relationships with partner facilities and serve as a reliable, knowledgeable resource. A clear understanding that utilization review is not solely about approvals, it's about upholding clinical integrity, ensuring compliance, and supporting the intersection of quality care and financial sustainability. About Quadrant Billing Solutions: At Quadrant Billing solutions, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth. Compensation details: 0 Yearly Salary PI1137ba925fb9-6737
OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Technology WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The Operational Risk Business Oversight (ORBO) team is responsible for providing advisory and oversight, with a particular focus on strengthening operational risk management efforts in the first line of defense (1LOD) to support decision-making, primarily covering CNB Technology and Innovation. The ORBO Manager 1 is responsible for challenging the quality, sufficiency, and completeness of 1LOD operational risk management practices against ORM Framework requirements for assigned coverage areas and communicating outcomes through escalation and reporting to management as necessary. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Review and challenge remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Ensure work is produced and documented in alignment with quality and content requirements Provides clear and transparent updates on status of assignments. Exercises independent judgment in identifying and assessing risk Prepares, reviews, and presents review and challenge results to ORM Leadership, including outlining the risk of deficiencies Ensures observations and findings are documented and escalated to appropriate leadership Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered Maintain familiarity with, and technical expertise with assigned business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, tools, policies, procedures, and reporting metrics. Provides 2LOD audit and regulatory exam support Executes additional departmental initiatives and other duties as assigned WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of experience in the financial services industry Minimum 5 years of experience in risk management, technology risk management, compliance, or IT audit Minimum 3 years of IT control assurance experience Additional Qualifications Bachelor's degree or higher preferably in computer science (with a concentration in info/cyber security), management information technology, accounting, auditing, and other professional qualifications such as CISA, CPA, CIA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Technology Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing, analytical and problem-solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required Demonstrated ability to think critically and facilitate change through collaborative effort Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/07/2025
Full time
OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Technology WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The Operational Risk Business Oversight (ORBO) team is responsible for providing advisory and oversight, with a particular focus on strengthening operational risk management efforts in the first line of defense (1LOD) to support decision-making, primarily covering CNB Technology and Innovation. The ORBO Manager 1 is responsible for challenging the quality, sufficiency, and completeness of 1LOD operational risk management practices against ORM Framework requirements for assigned coverage areas and communicating outcomes through escalation and reporting to management as necessary. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Review and challenge remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Ensure work is produced and documented in alignment with quality and content requirements Provides clear and transparent updates on status of assignments. Exercises independent judgment in identifying and assessing risk Prepares, reviews, and presents review and challenge results to ORM Leadership, including outlining the risk of deficiencies Ensures observations and findings are documented and escalated to appropriate leadership Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered Maintain familiarity with, and technical expertise with assigned business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, tools, policies, procedures, and reporting metrics. Provides 2LOD audit and regulatory exam support Executes additional departmental initiatives and other duties as assigned WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of experience in the financial services industry Minimum 5 years of experience in risk management, technology risk management, compliance, or IT audit Minimum 3 years of IT control assurance experience Additional Qualifications Bachelor's degree or higher preferably in computer science (with a concentration in info/cyber security), management information technology, accounting, auditing, and other professional qualifications such as CISA, CPA, CIA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Technology Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing, analytical and problem-solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required Demonstrated ability to think critically and facilitate change through collaborative effort Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Controller - Site Liaison Manager Schedule: Days: M-F Job Location Type: Remote Your experience matters At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. As a member of the Health Support Center (HSC) team, you'll support those in our facilities who are interfacing and providing care to our patients and community members - positively impacting our mission of making communities healthier . More about our team The Lifepoint Business Services (LBS) Finance team provides strategic accounting and operational support to hospitals and entities across the organization. We partner closely with site leadership, technical accounting, and operations teams to ensure accuracy, transparency, and consistency in all financial processes. Our collaborative, detail-oriented culture emphasizes integrity, proactive communication, and continuous improvement. How you'll contribute A Controller - Site Liaison Manager who excels in this role: Manages the end-to-end general ledger close process for designated sites and entities, ensuring completeness of close checklists and timely post-close review and analysis. Supports continuous improvement and accounting standardization initiatives across the organization. Performs P&L and balance sheet analysis, providing insightful commentary and variance explanations. Collaborates with hospital leadership to support post-close analysis, review, and reporting, including participation in hospital MORs and other operational reviews. Serves as the primary accounting liaison for assigned facilities during the close process. Interfaces with the LBS Technical Accounting team and hospital operations leaders to address complex accounting treatments and issues. Oversees the joint venture accounting, reporting, and distribution process for facilities with joint venture arrangements. Supports annual budgeting processes, ensuring accuracy, consistency, and alignment with organizational goals. Ensures internal controls are adequate to safeguard facility assets and maintain the integrity of accounting systems. Leads post-close review processes and periodic balance sheet reviews to ensure accurate and compliant financial reporting. Provides analysis and explanations for monthly, quarterly, and annual variances in general ledger accounts. Serves as liaison with external stakeholders to provide required financial reports and information. Maintains regular and reliable attendance and performs other duties as assigned. Why join us We believe that investing in our employees is the first step to providing excellent care and service. In addition to your base compensation, this position also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage for full-time and part-time employees. Financial Protection & PTO: Life, accident, critical illness, hospital indemnity insurance, short- and long-term disability, paid family leave and paid time off. Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match. Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). Professional Development: Ongoing learning and career advancement opportunities. What we're looking for Applicants should have a Bachelor's Degree in Accounting or Finance and 5-7 years of experience in healthcare or hospital financial operations. Additional qualifications include: Expertise in P&L and balance sheet analysis, revenue valuation, and month-end close processes. Proven ability to manage reconciliations, journal entries, and post-close reporting. Strong understanding of revenue recognition, project and capital accounting, and other key accounting processes. Experience with Oracle, EPM, and financial reporting tools; familiarity with RCA and revenue accounting preferred. Strong analytical, problem-solving, and communication skills. EEOC Statement Lifepoint Health is an Equal Opportunity Employer. Lifepoint Health is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment. Employment Sponsorship Statement You must be authorized to work in the United States without employer sponsorship. Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
12/07/2025
Full time
Controller - Site Liaison Manager Schedule: Days: M-F Job Location Type: Remote Your experience matters At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. As a member of the Health Support Center (HSC) team, you'll support those in our facilities who are interfacing and providing care to our patients and community members - positively impacting our mission of making communities healthier . More about our team The Lifepoint Business Services (LBS) Finance team provides strategic accounting and operational support to hospitals and entities across the organization. We partner closely with site leadership, technical accounting, and operations teams to ensure accuracy, transparency, and consistency in all financial processes. Our collaborative, detail-oriented culture emphasizes integrity, proactive communication, and continuous improvement. How you'll contribute A Controller - Site Liaison Manager who excels in this role: Manages the end-to-end general ledger close process for designated sites and entities, ensuring completeness of close checklists and timely post-close review and analysis. Supports continuous improvement and accounting standardization initiatives across the organization. Performs P&L and balance sheet analysis, providing insightful commentary and variance explanations. Collaborates with hospital leadership to support post-close analysis, review, and reporting, including participation in hospital MORs and other operational reviews. Serves as the primary accounting liaison for assigned facilities during the close process. Interfaces with the LBS Technical Accounting team and hospital operations leaders to address complex accounting treatments and issues. Oversees the joint venture accounting, reporting, and distribution process for facilities with joint venture arrangements. Supports annual budgeting processes, ensuring accuracy, consistency, and alignment with organizational goals. Ensures internal controls are adequate to safeguard facility assets and maintain the integrity of accounting systems. Leads post-close review processes and periodic balance sheet reviews to ensure accurate and compliant financial reporting. Provides analysis and explanations for monthly, quarterly, and annual variances in general ledger accounts. Serves as liaison with external stakeholders to provide required financial reports and information. Maintains regular and reliable attendance and performs other duties as assigned. Why join us We believe that investing in our employees is the first step to providing excellent care and service. In addition to your base compensation, this position also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage for full-time and part-time employees. Financial Protection & PTO: Life, accident, critical illness, hospital indemnity insurance, short- and long-term disability, paid family leave and paid time off. Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match. Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). Professional Development: Ongoing learning and career advancement opportunities. What we're looking for Applicants should have a Bachelor's Degree in Accounting or Finance and 5-7 years of experience in healthcare or hospital financial operations. Additional qualifications include: Expertise in P&L and balance sheet analysis, revenue valuation, and month-end close processes. Proven ability to manage reconciliations, journal entries, and post-close reporting. Strong understanding of revenue recognition, project and capital accounting, and other key accounting processes. Experience with Oracle, EPM, and financial reporting tools; familiarity with RCA and revenue accounting preferred. Strong analytical, problem-solving, and communication skills. EEOC Statement Lifepoint Health is an Equal Opportunity Employer. Lifepoint Health is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment. Employment Sponsorship Statement You must be authorized to work in the United States without employer sponsorship. Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
12/06/2025
Full time
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary This executive assistant role is responsible for providing high-level, executive and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Job Duties and Responsibilities Specialized legal support leading to exceptional client service. Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (zoom links, locations, contact information), often across time zones and multiple busy calendars. Liaise with internal and external clients and support services (e.g. IT, Travel, and Office Services as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events and travel. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. Track all follow-up requests (meetings, materials, deliverables). Approach all client interactions, either in writing, by telephone or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team and the Firm. Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events and interactions. Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda. Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents. Process Matter Opening Forms promptly, ensuring timely follow up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened. Contribute to success of the attorney's financial and client growth goals. Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response. Maintain Outlook contacts lists, promptly adding new contacts upon introduction to the attorney and keeping up-to-date as contact information changes. Work in conjunction with Firm's Business Center to ensure prompt processing of all expenses. Process timesheets daily, drafting entries and following up as appropriate. Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providng support to attorneys outside of team assignments Provide support outside of standard working hours, including during evenings and weekends as needed. Additional duties as assigned. Corporate Tasks as required Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); File formation documents with various entities (both state and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); Retrieve documents from files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel and other types of errands. Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Two years of college or equivalent experience required. College degree or equivalent experience is preferred. Experience: Five plus years experience in a high-level administrative support position. Experience in a law firm or other professional services firm preferred. Skills: Expert organizational skills Top-notch time management skills Streamlined and polished communication style Problem-solving orientation Ownership of the role and the responsibilities Meticulous attention to detail Ability to remain calm and poised in times of high stress Additionally: Mastery of Microsoft Office suite, including ability to create PowerPoint presentations, Excel spreadsheets, and Word documents Advanced Outlook skills including the calendaring and task functions Facility with Zoom and MS Teams Ability to handle confidential and sensitive matters professionally and with discretion Ability to resolve issues quickly, effectively, and diplomatically and to make appropriate recommendations Good decision maker, strategic thinker and proven ability to manage time, people and resources in order to meet deadlines Demonstrated ability to take initiative, manage projects and handle multiple competing priorities Flexibility and ability to adapt to constantly changing priorities Project management skills/training, a plus Other Supervisory Responsibilities: None Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc. Essential Job Functions: Ability to deal with stress associated with a fast paced work environment, including handling the demands of multiple tasks on a daily basis. Ability to utilize technology, including computers and telecommunication devices. Ability to handle multiple tasks and diverse work problems on a daily basis and complete assignments within set timelines. Ability to work well as a member of a team and make judgment decisions and handle daily responsibilities with little or no supervision. Ability to adapt to changing work situations and grasp and apply new ideas. Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand and wrist dexterity associated with prolonged computer use. Ability to use independent judgment and discretion and adapt to changing work situations. Ability to effectively communicate with various personalities at all levels. Ability to work a minimum of 3 days in the office (and up to 5 days if required) as a member of the EA team that is required to provide coverage in the office 5 days a week Working Conditions: You will be required to work in the office a minimum of four days per week. You may occasionally be required to work hours in excess of your normal daily schedule. The specifics of your weekly schedule will be discussed with your direct supervisor. Pay Ranges: This represents the presently anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. This is a non-exempt position. The hourly wage range for this role is $31.50 to $38.70, with an estimated annual compensation range of $65,550 to $80,500, based on expected hours. Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.
12/06/2025
Full time
US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary This executive assistant role is responsible for providing high-level, executive and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Job Duties and Responsibilities Specialized legal support leading to exceptional client service. Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (zoom links, locations, contact information), often across time zones and multiple busy calendars. Liaise with internal and external clients and support services (e.g. IT, Travel, and Office Services as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events and travel. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. Track all follow-up requests (meetings, materials, deliverables). Approach all client interactions, either in writing, by telephone or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team and the Firm. Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events and interactions. Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda. Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents. Process Matter Opening Forms promptly, ensuring timely follow up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened. Contribute to success of the attorney's financial and client growth goals. Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response. Maintain Outlook contacts lists, promptly adding new contacts upon introduction to the attorney and keeping up-to-date as contact information changes. Work in conjunction with Firm's Business Center to ensure prompt processing of all expenses. Process timesheets daily, drafting entries and following up as appropriate. Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providng support to attorneys outside of team assignments Provide support outside of standard working hours, including during evenings and weekends as needed. Additional duties as assigned. Corporate Tasks as required Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); File formation documents with various entities (both state and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); Retrieve documents from files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel and other types of errands. Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Two years of college or equivalent experience required. College degree or equivalent experience is preferred. Experience: Five plus years experience in a high-level administrative support position. Experience in a law firm or other professional services firm preferred. Skills: Expert organizational skills Top-notch time management skills Streamlined and polished communication style Problem-solving orientation Ownership of the role and the responsibilities Meticulous attention to detail Ability to remain calm and poised in times of high stress Additionally: Mastery of Microsoft Office suite, including ability to create PowerPoint presentations, Excel spreadsheets, and Word documents Advanced Outlook skills including the calendaring and task functions Facility with Zoom and MS Teams Ability to handle confidential and sensitive matters professionally and with discretion Ability to resolve issues quickly, effectively, and diplomatically and to make appropriate recommendations Good decision maker, strategic thinker and proven ability to manage time, people and resources in order to meet deadlines Demonstrated ability to take initiative, manage projects and handle multiple competing priorities Flexibility and ability to adapt to constantly changing priorities Project management skills/training, a plus Other Supervisory Responsibilities: None Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc. Essential Job Functions: Ability to deal with stress associated with a fast paced work environment, including handling the demands of multiple tasks on a daily basis. Ability to utilize technology, including computers and telecommunication devices. Ability to handle multiple tasks and diverse work problems on a daily basis and complete assignments within set timelines. Ability to work well as a member of a team and make judgment decisions and handle daily responsibilities with little or no supervision. Ability to adapt to changing work situations and grasp and apply new ideas. Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand and wrist dexterity associated with prolonged computer use. Ability to use independent judgment and discretion and adapt to changing work situations. Ability to effectively communicate with various personalities at all levels. Ability to work a minimum of 3 days in the office (and up to 5 days if required) as a member of the EA team that is required to provide coverage in the office 5 days a week Working Conditions: You will be required to work in the office a minimum of four days per week. You may occasionally be required to work hours in excess of your normal daily schedule. The specifics of your weekly schedule will be discussed with your direct supervisor. Pay Ranges: This represents the presently anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. This is a non-exempt position. The hourly wage range for this role is $31.50 to $38.70, with an estimated annual compensation range of $65,550 to $80,500, based on expected hours. Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.
Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an enthusiastic Staff Tax Accountant to join our team in Augusta, GA. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer Group Medical, Vision and Dental insurance with generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week off at the end of the year, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Staff Tax Accountant Location: Augusta, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Staff Tax Accountant will assist on as needed basis in the maintenance and preparation of limited tax-related matters. You will also organize financial documents and ensure the successful implementation of efficient and compliant accounting procedures. Under the supervision of a Senior Accountant, EA, or CPA, you will prepare quarterly payroll tax returns, sales tax returns and county ad valorem returns to be submitted within specified tax deadlines. You will analyze tax laws to ensure all regulations are met and assist with various accounting activities as assigned. Supervisory Responsibilities: None Duties and Responsibilities: Preparation of individual and business tax returns with federal, state, and local government agencies on an as needed basis. Maintain tax records, tax returns, tax schedules, and related tax reports. Prepare clients accounting and review financial statements for accuracy and legal compliance. Maintain and update accounting records and files. Enter accounting related information into appropriate database. Develop and maintain professional rapport with clients. Communicate with clients on financial issues. Meet with clients to discuss confidential accounting issues. Conduct month-end and year-end closures and tax reports. Apply new accounting policies and ensure compliance with rules and regulations. Perform related duties as assigned. Required Skills and Abilities: Excellent written and verbal communication skills. Excellent organizational skills and strong attention to detail. Ability to manipulate large amounts of data. Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations. High attention to detail and accuracy; proactive, deadline-driven, and able to work independently. Advanced computer skills in MS Office suite and bookkeeping software, including QuickBooks. Working knowledge of various accounting practice management software. Including but not limited to Fixed Assets, Practice CS and AdvanceFlow under Thomson Reuters. Required Education and Experience: Bachelors degree in accounting, Finance, Business Administration, or related field 1-2 years or more of recent public accounting experience Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Ability to lift up to 15lbs at times Requirements: BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PIc104db9a5e41-8835
12/06/2025
Full time
Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an enthusiastic Staff Tax Accountant to join our team in Augusta, GA. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer Group Medical, Vision and Dental insurance with generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week off at the end of the year, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Staff Tax Accountant Location: Augusta, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Staff Tax Accountant will assist on as needed basis in the maintenance and preparation of limited tax-related matters. You will also organize financial documents and ensure the successful implementation of efficient and compliant accounting procedures. Under the supervision of a Senior Accountant, EA, or CPA, you will prepare quarterly payroll tax returns, sales tax returns and county ad valorem returns to be submitted within specified tax deadlines. You will analyze tax laws to ensure all regulations are met and assist with various accounting activities as assigned. Supervisory Responsibilities: None Duties and Responsibilities: Preparation of individual and business tax returns with federal, state, and local government agencies on an as needed basis. Maintain tax records, tax returns, tax schedules, and related tax reports. Prepare clients accounting and review financial statements for accuracy and legal compliance. Maintain and update accounting records and files. Enter accounting related information into appropriate database. Develop and maintain professional rapport with clients. Communicate with clients on financial issues. Meet with clients to discuss confidential accounting issues. Conduct month-end and year-end closures and tax reports. Apply new accounting policies and ensure compliance with rules and regulations. Perform related duties as assigned. Required Skills and Abilities: Excellent written and verbal communication skills. Excellent organizational skills and strong attention to detail. Ability to manipulate large amounts of data. Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations. High attention to detail and accuracy; proactive, deadline-driven, and able to work independently. Advanced computer skills in MS Office suite and bookkeeping software, including QuickBooks. Working knowledge of various accounting practice management software. Including but not limited to Fixed Assets, Practice CS and AdvanceFlow under Thomson Reuters. Required Education and Experience: Bachelors degree in accounting, Finance, Business Administration, or related field 1-2 years or more of recent public accounting experience Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Ability to lift up to 15lbs at times Requirements: BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PIc104db9a5e41-8835
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an enthusiastic Staff Tax Accountant to join our team in Augusta, GA. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer Group Medical, Vision and Dental insurance with generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week off at the end of the year, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Staff Tax Accountant Location: Augusta, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Staff Tax Accountant will assist on as needed basis in the maintenance and preparation of limited tax-related matters. You will also organize financial documents and ensure the successful implementation of efficient and compliant accounting procedures. Under the supervision of a Senior Accountant, EA, or CPA, you will prepare quarterly payroll tax returns, sales tax returns and county ad valorem returns to be submitted within specified tax deadlines. You will analyze tax laws to ensure all regulations are met and assist with various accounting activities as assigned. Supervisory Responsibilities: None Duties and Responsibilities: Preparation of individual and business tax returns with federal, state, and local government agencies on an as needed basis. Maintain tax records, tax returns, tax schedules, and related tax reports. Prepare clients accounting and review financial statements for accuracy and legal compliance. Maintain and update accounting records and files. Enter accounting related information into appropriate database. Develop and maintain professional rapport with clients. Communicate with clients on financial issues. Meet with clients to discuss confidential accounting issues. Conduct month-end and year-end closures and tax reports. Apply new accounting policies and ensure compliance with rules and regulations. Perform related duties as assigned. Required Skills and Abilities: Excellent written and verbal communication skills. Excellent organizational skills and strong attention to detail. Ability to manipulate large amounts of data. Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations. High attention to detail and accuracy; proactive, deadline-driven, and able to work independently. Advanced computer skills in MS Office suite and bookkeeping software, including QuickBooks. Working knowledge of various accounting practice management software. Including but not limited to Fixed Assets, Practice CS and AdvanceFlow under Thomson Reuters. Required Education and Experience: Bachelors degree in accounting, Finance, Business Administration, or related field 1-2 years or more of recent public accounting experience Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Ability to lift up to 15lbs at times Requirements: BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PIc104db9a5e41-8835
12/06/2025
Full time
Description: BJM Group is a network of local accounting firms throughout Georgia and Florida. While the local firms under BJM may differ, we are one network and one team with a unified mission of profitable growth and outstanding client service. We provide top-notch accounting, tax, auditing, bookkeeping, and advisory services; and we are looking for an enthusiastic Staff Tax Accountant to join our team in Augusta, GA. Read the description below and apply today. To learn more about BJM Group, please visit . Why Should you work for BJM? We value your health & wellness! We offer Group Medical, Vision and Dental insurance with generous employer contributions to your HSA! We invest in your future! We match dollar for dollar up to 4% in our 401k retirement plan immediately upon enrollment Employee contributions are 100% vested from hire! We value work/life balance! Offering 17 days of paid time off (PTO) increasing to up to 27 days with seniority, 8 paid holidays plus 1 week off at the end of the year, earned comp time off and half day Fridays during off tax season, and some remote work opportunities! We care about your mental health! Our Employee Assistance Program (EAP), offers confidential services for a variety of important needs all to support employee well-being to help you think, feel, and perform your best! We offer Company sponsored professional development, certification and memberships! We reward stellar performance with opportunities to earn comp time! We are committed to providing a healthy and wholesome workplace culture with a team environment that is both positive and dynamic! We are a growing firm with lots of opportunities for career advancement! Job Title: Staff Tax Accountant Location: Augusta, GA Classification: Full-Time/Exempt Salary: DOE Job Summary: The Staff Tax Accountant will assist on as needed basis in the maintenance and preparation of limited tax-related matters. You will also organize financial documents and ensure the successful implementation of efficient and compliant accounting procedures. Under the supervision of a Senior Accountant, EA, or CPA, you will prepare quarterly payroll tax returns, sales tax returns and county ad valorem returns to be submitted within specified tax deadlines. You will analyze tax laws to ensure all regulations are met and assist with various accounting activities as assigned. Supervisory Responsibilities: None Duties and Responsibilities: Preparation of individual and business tax returns with federal, state, and local government agencies on an as needed basis. Maintain tax records, tax returns, tax schedules, and related tax reports. Prepare clients accounting and review financial statements for accuracy and legal compliance. Maintain and update accounting records and files. Enter accounting related information into appropriate database. Develop and maintain professional rapport with clients. Communicate with clients on financial issues. Meet with clients to discuss confidential accounting issues. Conduct month-end and year-end closures and tax reports. Apply new accounting policies and ensure compliance with rules and regulations. Perform related duties as assigned. Required Skills and Abilities: Excellent written and verbal communication skills. Excellent organizational skills and strong attention to detail. Ability to manipulate large amounts of data. Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations. High attention to detail and accuracy; proactive, deadline-driven, and able to work independently. Advanced computer skills in MS Office suite and bookkeeping software, including QuickBooks. Working knowledge of various accounting practice management software. Including but not limited to Fixed Assets, Practice CS and AdvanceFlow under Thomson Reuters. Required Education and Experience: Bachelors degree in accounting, Finance, Business Administration, or related field 1-2 years or more of recent public accounting experience Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Ability to lift up to 15lbs at times Requirements: BJM Group and BJM Employer Inc, is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities. Compensation details: 00 Yearly Salary PIc104db9a5e41-8835
Genesis10 is seeking a Senior Application Developer (Salesforce) for our client in the Financial Services Industry. This is a Full Time/Perm position located in Plano, TX. 75093 MUST be local to DFW No sponsorship is available for this position. Job Description The Senior Application Developer (Salesforce) provides internally developed and third-party software solutions primarily in the Salesforce platform to meet our needs. They manage technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to Technical Design Specs and design and develop code for enterprise-wide and other projects. You will report to the Team Leader. Responsibilities: Manage technical development of software, primarily Salesforce, from creation through user acceptance, including projects which affect multiple departments and pose high risk situations Design steps and modules, defines timelines, identifies and resolves issues. May assign work and provide oversight to others. May serve as technical lead, scrum master, and make decisions regarding technical direction and architecture Provide expertise and develop solutions using configuration and custom code in Salesforce Sales Cloud, Service Cloud, or Financial Service Cloud Develop solutions, primarily in using either Lightning Component Development UI, Apex Classes/Triggers, Visualforce Pages, Salesforce Workflow, SOQL, SOSL and API Present options and manages client expectations Use design skills to define Technical Design Specifications for complex and high impact projects Create logic flow charts and process diagrams Create and modify code to meet specifications - Test and debug work Support production software operations during normal business and off-hours Troubleshoot and resolve client issues - May be responsible for client support to an entire department Research external software solutions Requirements: 7+ years of experience developing software for enterprise environment required 7+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Salesforce platform 7+ years of experience as a Salesforce Developer, including architecting and delivering custom code on multiple large-scale implementations 7+ years of experience contributing to the roadmap, setting direction and promotion of solutions across environments in the Salesforce platform 2+ years of experience as a software developer in a regulated industry/financial services experience Bachelor's degree in MIS, computer science, or other science field required Experience with Salesforce architecture and design patterns Proficient in software development methodologies, including Agile and Scrum Experience with Enterprise applications development and strong design skills If you have the qualifications described and are interested in this exciting opportunity, please apply as soon as possible! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year-in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career home with Genesis10; many of our consultants have been working exclusively with Genesis10 for years. • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us on our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Genesis10 is seeking a Senior Application Developer (Salesforce) for our client in the Financial Services Industry. This is a Full Time/Perm position located in Plano, TX. 75093 MUST be local to DFW No sponsorship is available for this position. Job Description The Senior Application Developer (Salesforce) provides internally developed and third-party software solutions primarily in the Salesforce platform to meet our needs. They manage technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to Technical Design Specs and design and develop code for enterprise-wide and other projects. You will report to the Team Leader. Responsibilities: Manage technical development of software, primarily Salesforce, from creation through user acceptance, including projects which affect multiple departments and pose high risk situations Design steps and modules, defines timelines, identifies and resolves issues. May assign work and provide oversight to others. May serve as technical lead, scrum master, and make decisions regarding technical direction and architecture Provide expertise and develop solutions using configuration and custom code in Salesforce Sales Cloud, Service Cloud, or Financial Service Cloud Develop solutions, primarily in using either Lightning Component Development UI, Apex Classes/Triggers, Visualforce Pages, Salesforce Workflow, SOQL, SOSL and API Present options and manages client expectations Use design skills to define Technical Design Specifications for complex and high impact projects Create logic flow charts and process diagrams Create and modify code to meet specifications - Test and debug work Support production software operations during normal business and off-hours Troubleshoot and resolve client issues - May be responsible for client support to an entire department Research external software solutions Requirements: 7+ years of experience developing software for enterprise environment required 7+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Salesforce platform 7+ years of experience as a Salesforce Developer, including architecting and delivering custom code on multiple large-scale implementations 7+ years of experience contributing to the roadmap, setting direction and promotion of solutions across environments in the Salesforce platform 2+ years of experience as a software developer in a regulated industry/financial services experience Bachelor's degree in MIS, computer science, or other science field required Experience with Salesforce architecture and design patterns Proficient in software development methodologies, including Agile and Scrum Experience with Enterprise applications development and strong design skills If you have the qualifications described and are interested in this exciting opportunity, please apply as soon as possible! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year-in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career home with Genesis10; many of our consultants have been working exclusively with Genesis10 for years. • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us on our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
12/06/2025
Full time
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders. The successful candidate will: Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence. Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network. Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity. The Expertise and Skills you Bring 10+ years work experience in financial services organizations Excellent project management skills, top tier consulting experience is a plus Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus) Ability to break down sophisticated products and structures for various levels of staff Superb work ethic, attention to detail, team orientation, and dedication to excellence Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders MBA/CFA or other advanced degree or certification preferred. Flexibility and the skill to both lead and contribute to teams are musts. Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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 Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator Lead who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine! In this role, you'll: Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales. Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick. Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company. As a Facilitator Lead for Life Company, you will facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning for the most advanced curriculums or audiences on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the of the following location: Plano, TX. Relocation assistance is not available for this position. What you'll do: Facilitates learning discussions, learning activities, coaching, and small group interactions. Manages and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities to include the most advanced curriculums and audiences. Proactively coaches, mentors and provides development opportunities for other facilitators. Supports the planning, design, development, implementation and evaluation of complex learning programs. Diagnoses learner performance problems, determines underlying causes and provides recommendations to improve performance. Oversees performance results and learning solution effectiveness. Provides expert knowledge in the development, implementation and assessment of curriculum. Anticipates future learning requirements to support changing business needs. Leads peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions. Maintains business and learning skills/acumen through skills update and professional development. Evaluates and improves learning programs and processes to include needed course maintenance and revisions as appropriate. Maintains accountability for performance results and learning solution effectiveness. Observes and gives feedback periodically to other instructors ensuring quality of facilitation. Provides training and qualifies facilitators to ensure they can deliver on objectives and comply with laws and regulations associated with the delivery of courses. 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. 8 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or deployment. Excellent written and oral communication skills. Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching. Advanced knowledge of Microsoft Office Products (Excel, Word, PowerPoint). Knowledge of learning theories, adult learning principles and instructional design model. Lesson and curriculum planning skills with the ability to work with SMEs to identify audience's training needs, learning objectives and content gaps. Ability to apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real-world situations and debrief activities to arrive at learning outcomes. Comprehensive facilitation, active engagement, and presentation skills. Experience with evaluating impact of training and making adjustments to continuously improve quality of sessions. Experience with Virtual Technology and ability to deliver training remotely. Current FINRA Series 7 and/or attainment within 90 days of job entry. Current Life/Health License and/or attainment within 90 days of job entry. What sets you apart: Current FINRA Series 7. Current FINRA Series 63 and/or attainment within 90 days of job entry. Current Life/Health license. 3+ years of facilitation experience in financial services, insurance, or related industries. Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment. Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes. Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles. Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS). Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results. Compensation range: The salary range for this position is: $121,130 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
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 Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator Lead who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine! In this role, you'll: Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales. Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick. Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company. As a Facilitator Lead for Life Company, you will facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning for the most advanced curriculums or audiences on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the of the following location: Plano, TX. Relocation assistance is not available for this position. What you'll do: Facilitates learning discussions, learning activities, coaching, and small group interactions. Manages and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities to include the most advanced curriculums and audiences. Proactively coaches, mentors and provides development opportunities for other facilitators. Supports the planning, design, development, implementation and evaluation of complex learning programs. Diagnoses learner performance problems, determines underlying causes and provides recommendations to improve performance. Oversees performance results and learning solution effectiveness. Provides expert knowledge in the development, implementation and assessment of curriculum. Anticipates future learning requirements to support changing business needs. Leads peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions. Maintains business and learning skills/acumen through skills update and professional development. Evaluates and improves learning programs and processes to include needed course maintenance and revisions as appropriate. Maintains accountability for performance results and learning solution effectiveness. Observes and gives feedback periodically to other instructors ensuring quality of facilitation. Provides training and qualifies facilitators to ensure they can deliver on objectives and comply with laws and regulations associated with the delivery of courses. 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. 8 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or deployment. Excellent written and oral communication skills. Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching. Advanced knowledge of Microsoft Office Products (Excel, Word, PowerPoint). Knowledge of learning theories, adult learning principles and instructional design model. Lesson and curriculum planning skills with the ability to work with SMEs to identify audience's training needs, learning objectives and content gaps. Ability to apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real-world situations and debrief activities to arrive at learning outcomes. Comprehensive facilitation, active engagement, and presentation skills. Experience with evaluating impact of training and making adjustments to continuously improve quality of sessions. Experience with Virtual Technology and ability to deliver training remotely. Current FINRA Series 7 and/or attainment within 90 days of job entry. Current Life/Health License and/or attainment within 90 days of job entry. What sets you apart: Current FINRA Series 7. Current FINRA Series 63 and/or attainment within 90 days of job entry. Current Life/Health license. 3+ years of facilitation experience in financial services, insurance, or related industries. Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment. Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes. Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles. Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS). Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results. Compensation range: The salary range for this position is: $121,130 - $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.
