Job DescriptionJob DescriptionTax Advisor & Strategist $85,000-$120,000 Direct Hire, On-Site West Omaha A Purpose-Driven Opportunity With a Wealth Management CompanyIf you're a tax professional who enjoys strategy over routine, values working closely with high-net-worth clients, and wants to be part of a firm that's different, this role offers a rare blend of impact, collaboration, and long-term growth.This is more than compliance work. You'll support sophisticated tax strategies, partner with wealth management professionals, and help our clients protect and grow multi-generational wealth-all within a close-knit, high-performing team environment. What You'll DoTax Execution & Preparation Prepare individual and business tax returns for clients Manage tax filing workflows with precision and timeliness Ensure compliance with federal and state tax regulations Operational Duties Improve and maintain tax onboarding processes Build scalable tax preparation systems and workflows Support automation and efficiency improvements in tax operations Collaboration w/ Wealth Team Work closely with Senior Tax Manager for client review and planning alignment Coordinate with advisors on client tax-related documentation Support client-facing tax delivery processes Quality Control Ensure accuracy and completeness of all tax filings Identify and reduce errors or rework cycles Maintain high standards of client deliverable quality What We're Looking For CPA license required 3+ years tax preparation or public accounting experience Strong tax knowledge (individual + business returns) Experience working with high-net-worth clients preferred Strong organizational and systems-thinking ability Tech-forward mindset (automation, workflow tools, efficiency improvement) Strong communication and collaboration skills What Makes This Different Selective client base (not mass-market tax prep) 45 hrs per week MAX Integrated with wealth advisory team (not siloed tax) Focus on quality and process, not volume Opportunity to shape internal tax infrastructure Work alongside advisors and strategists Compensation & Benefits Competitive benefits based on company/ client goals 401K Retirement Package Paid time off and holidays Your Career PartnerThe Reserves Network connects skilled Accounting and Finance professionals with top employers across the Midwest. As a veteran-founded, family-owned recruiting firm, we focus on long-term fit, transparency, and career success.All qualified candidates are encouraged to apply.
05/25/2026
Full time
Job DescriptionJob DescriptionTax Advisor & Strategist $85,000-$120,000 Direct Hire, On-Site West Omaha A Purpose-Driven Opportunity With a Wealth Management CompanyIf you're a tax professional who enjoys strategy over routine, values working closely with high-net-worth clients, and wants to be part of a firm that's different, this role offers a rare blend of impact, collaboration, and long-term growth.This is more than compliance work. You'll support sophisticated tax strategies, partner with wealth management professionals, and help our clients protect and grow multi-generational wealth-all within a close-knit, high-performing team environment. What You'll DoTax Execution & Preparation Prepare individual and business tax returns for clients Manage tax filing workflows with precision and timeliness Ensure compliance with federal and state tax regulations Operational Duties Improve and maintain tax onboarding processes Build scalable tax preparation systems and workflows Support automation and efficiency improvements in tax operations Collaboration w/ Wealth Team Work closely with Senior Tax Manager for client review and planning alignment Coordinate with advisors on client tax-related documentation Support client-facing tax delivery processes Quality Control Ensure accuracy and completeness of all tax filings Identify and reduce errors or rework cycles Maintain high standards of client deliverable quality What We're Looking For CPA license required 3+ years tax preparation or public accounting experience Strong tax knowledge (individual + business returns) Experience working with high-net-worth clients preferred Strong organizational and systems-thinking ability Tech-forward mindset (automation, workflow tools, efficiency improvement) Strong communication and collaboration skills What Makes This Different Selective client base (not mass-market tax prep) 45 hrs per week MAX Integrated with wealth advisory team (not siloed tax) Focus on quality and process, not volume Opportunity to shape internal tax infrastructure Work alongside advisors and strategists Compensation & Benefits Competitive benefits based on company/ client goals 401K Retirement Package Paid time off and holidays Your Career PartnerThe Reserves Network connects skilled Accounting and Finance professionals with top employers across the Midwest. As a veteran-founded, family-owned recruiting firm, we focus on long-term fit, transparency, and career success.All qualified candidates are encouraged to apply.
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The US Wealth Regional Director will lead the revenue growth strategy, distribution execution, and advisor engagement for the broker-dealer's High Net Worth (HNW) and International Wealth segment. This leader is responsible for driving new client acquisition, deepening existing relationships, and optimizing product penetration across advisory, brokerage, alternatives, lending, and cross-border wealth solutions. This role requires a deep understanding of U.S. wealth management regulations, including FINRA/SEC rules, Reg BI, AML/KYC, suitability standards, and cross-border requirements impacting international HNW clients. The position partners closely with Product, Compliance, Marketing, and Senior Leadership to execute commercial strategy across a multi-jurisdictional client base. Strategic Leadership & Growth Develop and execute the commercial sales strategy for the HNW and international wealth businesses. Drive growth in key product lines including managed portfolios, structured solutions, alternatives, lending solutions, and international investment products. Set advisor and regional sales targets, KPIs, and compensation levers to align with P&L objectives. Identify new business opportunities in global HNW markets (e.g., LATAM, EMEA, APAC, global families, expats). Sales Management & Distribution Oversight Lead and mentor a team of relationship managers, advisors, and sales specialists supporting domestic and international HNW clients. Partner with regional leadership and branch managers to drive penetration of HNW products and platforms. Oversee pipeline development, client segmentation strategy, and campaign execution. Conduct regular performance reviews and design targeted talent development plans. Regulatory & Cross-Border Governance Ensure all sales activity complies with FINRA, SEC, OFAC, KYC/AML, FATCA, CRS, Reg BI, and firm supervisory requirements. Oversee suitability and advisory fee discussions for HNW and complex products. Coordinate with Legal & Compliance to manage cross-border marketing restrictions and international client documentation. Serve as an escalation point for compliance matters involving international accounts, tax considerations, product eligibility, or client onboarding. Product & Platform Strategy Collaborate with Product & Investment teams to expand offerings in wealth advisory, alternatives, international fixed income, structured notes, and cash management. Support new product rollouts, pricing updates, and commercial positioning. Provide field feedback on product performance, client demand, competitive intelligence, and platform enhancements. Client Engagement & Relationship Management Partner directly with top HNW advisors and key client relationships on growth initiatives. Oversee strategies for global family offices, cross-border households, and UHNW prospects. Represent the HNW & International Wealth business at executive forums, client events, and regulatory discussions. Risk Management & Controls Collaborate with supervision and risk teams to ensure compliance alignment in sales practices. Review trends in suitability flags, trade surveillance escalations, and HNW risk indicators. Maintain strong governance around incentives, documentation, and client communication standards. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: - Required. 9+ Years Investment Service. - Required. 9+ Years Sales management experience within the Financial Services Industry. - Required. Bilingual English/Spanish. - Preferred. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Strong relationship management and negotiation skills. Recruit, attract, and retain top-performing bankers, financial advisors, and advisory teams to drive market growth and performance. Demonstrated innovation, creativity and alternative thinking to develop new ideas. Exceptionally passionate and equally equipped with analytical skills. Strong detail orientation and highly organized. Motivated to achieve results through teamwork and collaboration. Certifications: Active FINRA Series 7, Series 24, and Series 66, and Series 4 licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $135,000.00 USD Maximum: $235,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
05/25/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The US Wealth Regional Director will lead the revenue growth strategy, distribution execution, and advisor engagement for the broker-dealer's High Net Worth (HNW) and International Wealth segment. This leader is responsible for driving new client acquisition, deepening existing relationships, and optimizing product penetration across advisory, brokerage, alternatives, lending, and cross-border wealth solutions. This role requires a deep understanding of U.S. wealth management regulations, including FINRA/SEC rules, Reg BI, AML/KYC, suitability standards, and cross-border requirements impacting international HNW clients. The position partners closely with Product, Compliance, Marketing, and Senior Leadership to execute commercial strategy across a multi-jurisdictional client base. Strategic Leadership & Growth Develop and execute the commercial sales strategy for the HNW and international wealth businesses. Drive growth in key product lines including managed portfolios, structured solutions, alternatives, lending solutions, and international investment products. Set advisor and regional sales targets, KPIs, and compensation levers to align with P&L objectives. Identify new business opportunities in global HNW markets (e.g., LATAM, EMEA, APAC, global families, expats). Sales Management & Distribution Oversight Lead and mentor a team of relationship managers, advisors, and sales specialists supporting domestic and international HNW clients. Partner with regional leadership and branch managers to drive penetration of HNW products and platforms. Oversee pipeline development, client segmentation strategy, and campaign execution. Conduct regular performance reviews and design targeted talent development plans. Regulatory & Cross-Border Governance Ensure all sales activity complies with FINRA, SEC, OFAC, KYC/AML, FATCA, CRS, Reg BI, and firm supervisory requirements. Oversee suitability and advisory fee discussions for HNW and complex products. Coordinate with Legal & Compliance to manage cross-border marketing restrictions and international client documentation. Serve as an escalation point for compliance matters involving international accounts, tax considerations, product eligibility, or client onboarding. Product & Platform Strategy Collaborate with Product & Investment teams to expand offerings in wealth advisory, alternatives, international fixed income, structured notes, and cash management. Support new product rollouts, pricing updates, and commercial positioning. Provide field feedback on product performance, client demand, competitive intelligence, and platform enhancements. Client Engagement & Relationship Management Partner directly with top HNW advisors and key client relationships on growth initiatives. Oversee strategies for global family offices, cross-border households, and UHNW prospects. Represent the HNW & International Wealth business at executive forums, client events, and regulatory discussions. Risk Management & Controls Collaborate with supervision and risk teams to ensure compliance alignment in sales practices. Review trends in suitability flags, trade surveillance escalations, and HNW risk indicators. Maintain strong governance around incentives, documentation, and client communication standards. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: - Required. 9+ Years Investment Service. - Required. 9+ Years Sales management experience within the Financial Services Industry. - Required. Bilingual English/Spanish. - Preferred. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Strong relationship management and negotiation skills. Recruit, attract, and retain top-performing bankers, financial advisors, and advisory teams to drive market growth and performance. Demonstrated innovation, creativity and alternative thinking to develop new ideas. Exceptionally passionate and equally equipped with analytical skills. Strong detail orientation and highly organized. Motivated to achieve results through teamwork and collaboration. Certifications: Active FINRA Series 7, Series 24, and Series 66, and Series 4 licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $135,000.00 USD Maximum: $235,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Job Description Pay Range: $100,000 - $130,000 depending on relevant experience and qualifications MITER Brands is a residential window and door manufacturer that provides a leading portfolio of window and door brands for the new construction and replacement segments. MITER Brands, also known as Milgard, MI Windows & Doors and PGTI is one of the nation's largest suppliers of vinyl windows and patio doors, with plants across the country. As a Strategy and M&A Analyst you will have the opportunity to work with senior leadership to drive growth through strategic organic and inorganic initiatives. Supporting the Strategy and M&A Manager, the analyst will prepare analysis and presentations to provide and influence tactical and strategic decisions through company-wide strategic initiatives including profitability improvement, financial analysis, acquisitions, and integration efforts. This position can be based in Harrisburg, PA or it can be based remotely in FL (Orlando / Tampa / Sarasota / Venice / Nokomis) with travel to PA as needed Responsibilities Add value through understanding the needs of the business and partnering with the team members to develop the business strategy; proactively identifies opportunities that drive financial results.Produce and deliver executive level presentations that influence decision-making.Assist in Performing detailed financial modeling, valuation analysis, and deal-related analysis.Build and maintain a comprehensive and accurate view of profitability at customer, product, channel, etc. levels.Support pricing efforts including price tests, new product pricing, cost pass through, price harmonization, etc.Identify growth opportunities organically and/or inorganically including revenue enhancements, cost reductions, and potential synergies.Assist Strategy and M&A Manager to prepare potential deal summary presentations.Supports in the coordination of due diligence efforts with cross functional leaders and advisors.Perform ad hoc analyses and projects for sales, operations, finance, and executive team as needed.Support and improve the annual budgeting and forecast processes.Leverage systems and drive the organization to embrace innovative technologies as they become relevant (, advanced analytics, business intelligence tools, etc.)Assist in preparing materials and analysis for monthly operating reviews and quarterly board meetings.Proactively participate in self-led exploration of new areas for profit improvement across the organization Qualifications Bachelor's degree in finance, economics, business management, accounting, or a related fieldA minimum of 1 years of experience in investment banking, private equity, corporate development, transaction advisory services or public accounting.Proficient in MS Office Suite; highly proficient in Excel and PowerPointExcellent financial, modeling, and analytical skills with foundational understanding of valuation, corporate finance, and accounting conceptsExtreme diligence, accuracy, and accountability with sound business judgmentProject management and organization skills, including handling multiple projects with competing priorities.Strong oral and written communication skills, including the ability to synthesize substantial amounts of data. What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
05/25/2026
Full time
Job Description Pay Range: $100,000 - $130,000 depending on relevant experience and qualifications MITER Brands is a residential window and door manufacturer that provides a leading portfolio of window and door brands for the new construction and replacement segments. MITER Brands, also known as Milgard, MI Windows & Doors and PGTI is one of the nation's largest suppliers of vinyl windows and patio doors, with plants across the country. As a Strategy and M&A Analyst you will have the opportunity to work with senior leadership to drive growth through strategic organic and inorganic initiatives. Supporting the Strategy and M&A Manager, the analyst will prepare analysis and presentations to provide and influence tactical and strategic decisions through company-wide strategic initiatives including profitability improvement, financial analysis, acquisitions, and integration efforts. This position can be based in Harrisburg, PA or it can be based remotely in FL (Orlando / Tampa / Sarasota / Venice / Nokomis) with travel to PA as needed Responsibilities Add value through understanding the needs of the business and partnering with the team members to develop the business strategy; proactively identifies opportunities that drive financial results.Produce and deliver executive level presentations that influence decision-making.Assist in Performing detailed financial modeling, valuation analysis, and deal-related analysis.Build and maintain a comprehensive and accurate view of profitability at customer, product, channel, etc. levels.Support pricing efforts including price tests, new product pricing, cost pass through, price harmonization, etc.Identify growth opportunities organically and/or inorganically including revenue enhancements, cost reductions, and potential synergies.Assist Strategy and M&A Manager to prepare potential deal summary presentations.Supports in the coordination of due diligence efforts with cross functional leaders and advisors.Perform ad hoc analyses and projects for sales, operations, finance, and executive team as needed.Support and improve the annual budgeting and forecast processes.Leverage systems and drive the organization to embrace innovative technologies as they become relevant (, advanced analytics, business intelligence tools, etc.)Assist in preparing materials and analysis for monthly operating reviews and quarterly board meetings.Proactively participate in self-led exploration of new areas for profit improvement across the organization Qualifications Bachelor's degree in finance, economics, business management, accounting, or a related fieldA minimum of 1 years of experience in investment banking, private equity, corporate development, transaction advisory services or public accounting.Proficient in MS Office Suite; highly proficient in Excel and PowerPointExcellent financial, modeling, and analytical skills with foundational understanding of valuation, corporate finance, and accounting conceptsExtreme diligence, accuracy, and accountability with sound business judgmentProject management and organization skills, including handling multiple projects with competing priorities.Strong oral and written communication skills, including the ability to synthesize substantial amounts of data. What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
Job Description Anticipated annual compensation range: $125,000 - $155,000 (depending on skills, qualifications, and experience) + bonus. At MITER Brands , we're more than a leading manufacturer of windows and doors-we're a community of builders, problem solvers, and passionate people shaping the spaces where life happens. With iconic brands like Milgard, MI Windows & Doors, and PGT Innovations, MITER Brands is one of the nation's largest manufacturers serving both new construction and replacement markets, with manufacturing sites across the We're seeking a Sr. Manager, Human Resources to serve as a trusted advisor, strategic partner, and culture champion at one of our largest manufacturing facilities in Temecula, CA. This Is a Career Defining Opportunity As the senior HR leader at the plant, you'll sit at the leadership table - shaping strategy, influencing decisions, and translating business goals into people initiatives that drive performance, engagement, and growth. This is a highly visible role for an HR leader who enjoys being hands on, consultative, and deeply connected to the workforce. You'll lead a talented local HR team supporting approximately 500 team members, while partnering closely with senior plant leadership and enterprise Centers of Excellence. Just as importantly, you'll be a mentor and coach - developing both leaders and future HR talent. Responsibilities Strategic Leadership & Business Partnership Serve as an active member of the plant leadership team, aligning HR strategies with operational and business objectives. Act as a consultative Human Resources Business Partner to senior and line leaders-providing insight, counsel, and data driven recommendations. Lead and deploy HR strategic initiatives that support short and long term business goals. Team Leadership & Development Lead, mentor, and develop the on site HR team (HR Generalists and Coordinator), fostering strong performance, accountability, and career growth. Create effective communication, training, and development opportunities for your team. Employee Experience & Culture Be an advocate and ambassador for the team member population- building trust and strong relationships at all levels of the organization. Champion engagement, teamwork, and a positive, inclusive culture. Continuously improve HR programs to strengthen team member satisfaction and leader-employee relationships. Talent, Performance & Development Partner with Talent Acquisition to deliver hiring strategies for exempt and non exempt roles. Coach leaders on performance management, employee relations, and leadership effectiveness. Support succession planning, leadership development, and training initiatives at the facility level. Employee Relations, Safety & Compliance Manage complex employee relations matters with professionalism, objectivity, and sound judgment. Oversee workers' compensation case management and support OSHA compliance. Play an active role on the Safety Committee, supporting safety initiatives, training, and policy rollouts. Ensure compliance with all local, state, and federal employment laws and regulations. Data & Change Management Analyze workforce trends, metrics, and data to guide decision making and anticipate people risks. Lead and support change initiatives, ensuring clarity of roles, responsibilities, and communication. Qualifications Bachelor's degree required; Master's degree preferred (HR, Business, or related field). 10+ years of progressive HR Generalist/HR Manager experience, ideally in a manufacturing environment. Proven experience leading and developing an HR team. Strong business acumen with the ability to influence and partner with senior leaders. Broad HR expertise across employee relations, workforce planning, compensation, benefits, training, performance management, and policy development. Deep knowledge of employment laws and HR compliance. Exceptional communication, coaching, presentation, and analytical skills. Ability to thrive in a fast paced, hands on manufacturing environment. Proficiency with Microsoft Excel, Word, PowerPoint, and Access. If you're a strategic, people focused HR leader who enjoys being on the floor, building relationships, coaching leaders, and shaping culture-this is your opportunity to leave your mark. Join MITER Brands and help us build what matters most-our people. What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
05/25/2026
Full time
Job Description Anticipated annual compensation range: $125,000 - $155,000 (depending on skills, qualifications, and experience) + bonus. At MITER Brands , we're more than a leading manufacturer of windows and doors-we're a community of builders, problem solvers, and passionate people shaping the spaces where life happens. With iconic brands like Milgard, MI Windows & Doors, and PGT Innovations, MITER Brands is one of the nation's largest manufacturers serving both new construction and replacement markets, with manufacturing sites across the We're seeking a Sr. Manager, Human Resources to serve as a trusted advisor, strategic partner, and culture champion at one of our largest manufacturing facilities in Temecula, CA. This Is a Career Defining Opportunity As the senior HR leader at the plant, you'll sit at the leadership table - shaping strategy, influencing decisions, and translating business goals into people initiatives that drive performance, engagement, and growth. This is a highly visible role for an HR leader who enjoys being hands on, consultative, and deeply connected to the workforce. You'll lead a talented local HR team supporting approximately 500 team members, while partnering closely with senior plant leadership and enterprise Centers of Excellence. Just as importantly, you'll be a mentor and coach - developing both leaders and future HR talent. Responsibilities Strategic Leadership & Business Partnership Serve as an active member of the plant leadership team, aligning HR strategies with operational and business objectives. Act as a consultative Human Resources Business Partner to senior and line leaders-providing insight, counsel, and data driven recommendations. Lead and deploy HR strategic initiatives that support short and long term business goals. Team Leadership & Development Lead, mentor, and develop the on site HR team (HR Generalists and Coordinator), fostering strong performance, accountability, and career growth. Create effective communication, training, and development opportunities for your team. Employee Experience & Culture Be an advocate and ambassador for the team member population- building trust and strong relationships at all levels of the organization. Champion engagement, teamwork, and a positive, inclusive culture. Continuously improve HR programs to strengthen team member satisfaction and leader-employee relationships. Talent, Performance & Development Partner with Talent Acquisition to deliver hiring strategies for exempt and non exempt roles. Coach leaders on performance management, employee relations, and leadership effectiveness. Support succession planning, leadership development, and training initiatives at the facility level. Employee Relations, Safety & Compliance Manage complex employee relations matters with professionalism, objectivity, and sound judgment. Oversee workers' compensation case management and support OSHA compliance. Play an active role on the Safety Committee, supporting safety initiatives, training, and policy rollouts. Ensure compliance with all local, state, and federal employment laws and regulations. Data & Change Management Analyze workforce trends, metrics, and data to guide decision making and anticipate people risks. Lead and support change initiatives, ensuring clarity of roles, responsibilities, and communication. Qualifications Bachelor's degree required; Master's degree preferred (HR, Business, or related field). 10+ years of progressive HR Generalist/HR Manager experience, ideally in a manufacturing environment. Proven experience leading and developing an HR team. Strong business acumen with the ability to influence and partner with senior leaders. Broad HR expertise across employee relations, workforce planning, compensation, benefits, training, performance management, and policy development. Deep knowledge of employment laws and HR compliance. Exceptional communication, coaching, presentation, and analytical skills. Ability to thrive in a fast paced, hands on manufacturing environment. Proficiency with Microsoft Excel, Word, PowerPoint, and Access. If you're a strategic, people focused HR leader who enjoys being on the floor, building relationships, coaching leaders, and shaping culture-this is your opportunity to leave your mark. Join MITER Brands and help us build what matters most-our people. What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
Job Description Pay Range: $140,000 - $175,000 depending on relevant experience and qualifications + bonus MITER Brands is a residential window and door manufacturer that provides a leading portfolio of window and door brands for the new construction and replacement segments. MITER Brands, also known as Milgard, MI Windows & Doors and PGTI is one of the nation's largest suppliers of vinyl windows and patio doors, with plants across the country. As a Strategy and M&A Manager you will have the opportunity to work with senior leadership to drive growth through strategic organic and inorganic initiatives. Prepare analysis and presentations to provide and influence tactical and strategic decisions through company-wide strategic initiatives including profitability improvement, financial analysis, acquisitions, and integration efforts. This position can be based in Harrisburg, PA or it can be based remotely in FL (Orlando / Tampa / Sarasota / Venice / Nokomis) with travel to PA as needed Responsibilities Manage team members and communicate job expectations and responsibilities, while reviewing outputsAdd value through understanding the needs of the business and partnering with the team members to develop the business strategy; proactively identifies opportunities that drive financial resultsProduce and deliver executive level presentations that influence decision-makingPerform detailed financial modeling, valuation analysis, and deal-related analysisBuild and maintain a comprehensive and accurate view of profitability at customer, product, channel, etc. levelsSupport pricing efforts including price tests, new product pricing, cost pass through, price harmonization, etc.Identify growth opportunities organically and/or inorganically including revenue enhancements, cost reductions, and potential synergiesPrepare potential deal summary presentationsSupports in the coordination of due diligence efforts with cross functional leaders and advisorsPerform ad hoc analyses and projects for sales, operations, finance, and executive team as neededSupport and improve the annual budgeting and forecast processesLeverage systems and drive the organization to embrace new technologies as they become relevant ( advanced analytics, business intelligence tools, etc.)Assist in preparing materials and analysis for monthly operating reviews and quarterly board meetingsProactively participate in self-led exploration of new areas for profit improvement across the organization Qualifications Bachelor's degree in finance, economics, business management, accounting or a related fieldA minimum of 3 years of experience in investment banking, private equity, corporate development, or transaction advisory servicesProficient in MS Office Suite; highly proficient in Excel and PowerPointExcellent financial, modeling, and analytical skills with foundational understanding of valuation, corporate finance, and accounting conceptsExtreme attention to detail, accuracy, and accountability with sound business judgmentProject management and organization skills, including handling multiple projects with competing prioritiesStrong oral and written communication skills, including the ability to synthesize large amounts of data What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
05/25/2026
Full time
Job Description Pay Range: $140,000 - $175,000 depending on relevant experience and qualifications + bonus MITER Brands is a residential window and door manufacturer that provides a leading portfolio of window and door brands for the new construction and replacement segments. MITER Brands, also known as Milgard, MI Windows & Doors and PGTI is one of the nation's largest suppliers of vinyl windows and patio doors, with plants across the country. As a Strategy and M&A Manager you will have the opportunity to work with senior leadership to drive growth through strategic organic and inorganic initiatives. Prepare analysis and presentations to provide and influence tactical and strategic decisions through company-wide strategic initiatives including profitability improvement, financial analysis, acquisitions, and integration efforts. This position can be based in Harrisburg, PA or it can be based remotely in FL (Orlando / Tampa / Sarasota / Venice / Nokomis) with travel to PA as needed Responsibilities Manage team members and communicate job expectations and responsibilities, while reviewing outputsAdd value through understanding the needs of the business and partnering with the team members to develop the business strategy; proactively identifies opportunities that drive financial resultsProduce and deliver executive level presentations that influence decision-makingPerform detailed financial modeling, valuation analysis, and deal-related analysisBuild and maintain a comprehensive and accurate view of profitability at customer, product, channel, etc. levelsSupport pricing efforts including price tests, new product pricing, cost pass through, price harmonization, etc.Identify growth opportunities organically and/or inorganically including revenue enhancements, cost reductions, and potential synergiesPrepare potential deal summary presentationsSupports in the coordination of due diligence efforts with cross functional leaders and advisorsPerform ad hoc analyses and projects for sales, operations, finance, and executive team as neededSupport and improve the annual budgeting and forecast processesLeverage systems and drive the organization to embrace new technologies as they become relevant ( advanced analytics, business intelligence tools, etc.)Assist in preparing materials and analysis for monthly operating reviews and quarterly board meetingsProactively participate in self-led exploration of new areas for profit improvement across the organization Qualifications Bachelor's degree in finance, economics, business management, accounting or a related fieldA minimum of 3 years of experience in investment banking, private equity, corporate development, or transaction advisory servicesProficient in MS Office Suite; highly proficient in Excel and PowerPointExcellent financial, modeling, and analytical skills with foundational understanding of valuation, corporate finance, and accounting conceptsExtreme attention to detail, accuracy, and accountability with sound business judgmentProject management and organization skills, including handling multiple projects with competing prioritiesStrong oral and written communication skills, including the ability to synthesize large amounts of data What We Offer Our benefits package includes coverage of your health, wealth, and wellness for you and your eligible spouse/dependents. We offer a competitive salary and benefits package, including a 401k with company match and generous paid time off to help you balance your life. Below is a list of benefits you will enjoy while working with our company. - Three comprehensive Medical plan options Prescription Dental Vision - Company Paid Life Insurance - Voluntary Life Insurance - Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance - Company-paid Short-Term Disability - Company-paid Long-Term Disability - Paid time off (PTO) and paid Holidays - 401k retirement plan with company match - Employee Assistance Program - Teladoc - Legal Insurance - Identity Theft Protection - Pet Insurance - Team Member Discount Program - Tuition Reimbursement - Yearly Wellness Clinic MITER Brands, also known as MI Windows and Doors, Milgard and PGT Industries are an equal-opportunity employer. The company does not discriminate based on religion, race, creed, color, national origin, sex, age, disability, handicap, veteran status, sexual orientation, genetic information, or any other applicable legally protected category.
Position Title: Senior Bond Account ManagerLocation: Hybrid Latham Office - Latham, NY 12110Salary Range: $100,000.00 - $130,000.00 Salary Description: ApplyDescriptionWhy Join Marshall+Sterling?As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.This role will be based out of Marshall+Sterling's Latham OfficeJoin the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you'll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division.The ideal candidate brings 5-10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs.Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor.Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations.Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers.Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance.Partner with producers on new business opportunities, client presentations, and growth strategies.Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes.Mentor junior team members and contribute technical expertise to the continued growth of the surety practice.QualificationsMinimum 5 years of direct surety experience in an agency or carrier underwriting role.Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports.Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA).Active Property & Casualty insurance license, or ability to obtain within 90 days of hire.Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers.Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook).PREFERRED7-10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual,Merchants, Zurich, CNA, Hartford, or similar).Existing relationships with regional surety underwriters at agency-appointed carriers.AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion.Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+.Total Rewards Package: Compensation: $100,000 - $130,00, based experience.Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership ProgramAs a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 00PI312672bf0-
05/25/2026
Position Title: Senior Bond Account ManagerLocation: Hybrid Latham Office - Latham, NY 12110Salary Range: $100,000.00 - $130,000.00 Salary Description: ApplyDescriptionWhy Join Marshall+Sterling?As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.This role will be based out of Marshall+Sterling's Latham OfficeJoin the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you'll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division.The ideal candidate brings 5-10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs.Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor.Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations.Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers.Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance.Partner with producers on new business opportunities, client presentations, and growth strategies.Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes.Mentor junior team members and contribute technical expertise to the continued growth of the surety practice.QualificationsMinimum 5 years of direct surety experience in an agency or carrier underwriting role.Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports.Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA).Active Property & Casualty insurance license, or ability to obtain within 90 days of hire.Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers.Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook).PREFERRED7-10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual,Merchants, Zurich, CNA, Hartford, or similar).Existing relationships with regional surety underwriters at agency-appointed carriers.AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion.Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+.Total Rewards Package: Compensation: $100,000 - $130,00, based experience.Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership ProgramAs a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 00PI312672bf0-
Position Title: Senior Bond Account Manager Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $100,000.00 - $130,000.00 Salary Description: Apply Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Latham Office Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you'll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 5-10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs. Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor. Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations. Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers. Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance. Partner with producers on new business opportunities, client presentations, and growth strategies. Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes. Mentor junior team members and contribute technical expertise to the continued growth of the surety practice. Qualifications Minimum 5 years of direct surety experience in an agency or carrier underwriting role. Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports. Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA). Active Property & Casualty insurance license, or ability to obtain within 90 days of hire. Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers. Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook). PREFERRED 7-10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual, Merchants, Zurich, CNA, Hartford, or similar). Existing relationships with regional surety underwriters at agency-appointed carriers. AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion. Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+. Total Rewards Package: Compensation: $100,000 - $130,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 00 PI5504a5-
05/13/2026
Full time
Position Title: Senior Bond Account Manager Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $100,000.00 - $130,000.00 Salary Description: Apply Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Latham Office Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you'll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 5-10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs. Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor. Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations. Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers. Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance. Partner with producers on new business opportunities, client presentations, and growth strategies. Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes. Mentor junior team members and contribute technical expertise to the continued growth of the surety practice. Qualifications Minimum 5 years of direct surety experience in an agency or carrier underwriting role. Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports. Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA). Active Property & Casualty insurance license, or ability to obtain within 90 days of hire. Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers. Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook). PREFERRED 7-10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual, Merchants, Zurich, CNA, Hartford, or similar). Existing relationships with regional surety underwriters at agency-appointed carriers. AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion. Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+. Total Rewards Package: Compensation: $100,000 - $130,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 00 PI5504a5-
