Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
Overview The Director of Finance will work closely with the General Manager and Hotel Leaders to oversee the successful execution of all finance responsibilities relating to accounting, resulting in high levels of guest satisfaction, fiscal responsibility, and associate development. This highly motivated individual will direct the accounting and control functions at the hotel, while ensuring timely reporting of operating results and maintaining the integrity of the management information system. Prepare the financial statements within the time frames supplied in the corporate closing schedule and according to the Resort Policies and Procedures, • Analyze and interpret financial results to assist and advise the General Manager and the Corporate Team. • Maintain balance sheet analysis monthly with full supporting detail. • Prepare accurate cash flow statements and projections monthly and upon request. • Maximize working capital and cash flow statements and projections monthly and upon request. • Prepare timely and accurate sales, use and occupancy tax returns, and any other external reports or returns as deemed necessary. • Ensure successful treasury cash management as outlined in the policies and procedures manual. • Prepare bi-weekly payroll and submit for processing. • Oversees the H-2B prevailing wage for payroll and the leasing of associate/seasonal housing. • Maintain effective system and control procedures as set forth in the policies and procedures SOPs. • Effective project management skills, including ability to serve as project lead. Ensure integrity and efficiency of computerized data processing functions across all disciplines. • Ensure that all financial reports, budgets, forecasts, and other information required by are accurately compiled and submitted within the specified time limits, identifying variances, and making recommendations for improvements as appropriate. • Review forecasts and budgets prepared by the hotel management team to ensure that owners, the General Manager, and the Corporate Team are provided with guidelines of performance that are both reasonable and achievable. • Preparation of daily, weekly, and monthly labor reports to provide guidance to discipline heads on productivity; establish and monitor staffing guidelines for all operational areas. • Ensure all legal, treasury, and tax documentation is properly maintained and secured. All statuary and fiscal reporting requirements are satisfied, including any governmental requirements for permits and licenses. • Ensure adequate insurance coverage is maintained to protect the hotel's assets with particular regard to the requirements contained in the hotel's management contract. • Ensure adequate controls are installed and maintained to protect the hotel's assets against loss or misappropriation. • Successfully lead and perform an advisory or interpretive role and recommend controls related to the ethical environment. • Continuously monitor economic, social, and governmental trends and policies to ensure the General Manager and the Corporate Team are kept fully apprised of any implications that may affect the performance of the hotel in meeting its financial objectives. • Ensure that any contractual agreement is fully reviewed, appropriately executed, and tracked as required. • Perform as the lead contact for internal audit, external audit, and any other financial-based audit. • Maintain all fixed asset accounting and execute and track all capital expenditure projects. • Responsible for interviewing, hiring, evaluating performance, rewarding, and progressive discipline for finance team members. • Attending company-required meetings and trainings. • Ability to successfully interact with the General Manager and the Executive Committee, provide confidence in the financial data, and prepare reports as required. • Conducts monthly P & L and capital review. • Perform additional duties as assigned. Responsibilities • Qualified candidates must have a minimum of a BA in Business Administration with a concentration in Accounting/Finance. • Three to Five years' experience as a hotel/resort Finance Director • Full general ledger experience and month end closing experience is preferred. • Ability to communicate effectively. • Ability to work under pressure with maximum accuracy and attention to details. • Exceptional organizational and analytical skills. • Ability to meet deadlines. • Able to work flexible schedules to meet business needs in a hotel environment. • Proficient in Hotel and Accounting software. PIa7aef-1082
03/28/2024
Full time
Overview The Director of Finance will work closely with the General Manager and Hotel Leaders to oversee the successful execution of all finance responsibilities relating to accounting, resulting in high levels of guest satisfaction, fiscal responsibility, and associate development. This highly motivated individual will direct the accounting and control functions at the hotel, while ensuring timely reporting of operating results and maintaining the integrity of the management information system. Prepare the financial statements within the time frames supplied in the corporate closing schedule and according to the Resort Policies and Procedures, • Analyze and interpret financial results to assist and advise the General Manager and the Corporate Team. • Maintain balance sheet analysis monthly with full supporting detail. • Prepare accurate cash flow statements and projections monthly and upon request. • Maximize working capital and cash flow statements and projections monthly and upon request. • Prepare timely and accurate sales, use and occupancy tax returns, and any other external reports or returns as deemed necessary. • Ensure successful treasury cash management as outlined in the policies and procedures manual. • Prepare bi-weekly payroll and submit for processing. • Oversees the H-2B prevailing wage for payroll and the leasing of associate/seasonal housing. • Maintain effective system and control procedures as set forth in the policies and procedures SOPs. • Effective project management skills, including ability to serve as project lead. Ensure integrity and efficiency of computerized data processing functions across all disciplines. • Ensure that all financial reports, budgets, forecasts, and other information required by are accurately compiled and submitted within the specified time limits, identifying variances, and making recommendations for improvements as appropriate. • Review forecasts and budgets prepared by the hotel management team to ensure that owners, the General Manager, and the Corporate Team are provided with guidelines of performance that are both reasonable and achievable. • Preparation of daily, weekly, and monthly labor reports to provide guidance to discipline heads on productivity; establish and monitor staffing guidelines for all operational areas. • Ensure all legal, treasury, and tax documentation is properly maintained and secured. All statuary and fiscal reporting requirements are satisfied, including any governmental requirements for permits and licenses. • Ensure adequate insurance coverage is maintained to protect the hotel's assets with particular regard to the requirements contained in the hotel's management contract. • Ensure adequate controls are installed and maintained to protect the hotel's assets against loss or misappropriation. • Successfully lead and perform an advisory or interpretive role and recommend controls related to the ethical environment. • Continuously monitor economic, social, and governmental trends and policies to ensure the General Manager and the Corporate Team are kept fully apprised of any implications that may affect the performance of the hotel in meeting its financial objectives. • Ensure that any contractual agreement is fully reviewed, appropriately executed, and tracked as required. • Perform as the lead contact for internal audit, external audit, and any other financial-based audit. • Maintain all fixed asset accounting and execute and track all capital expenditure projects. • Responsible for interviewing, hiring, evaluating performance, rewarding, and progressive discipline for finance team members. • Attending company-required meetings and trainings. • Ability to successfully interact with the General Manager and the Executive Committee, provide confidence in the financial data, and prepare reports as required. • Conducts monthly P & L and capital review. • Perform additional duties as assigned. Responsibilities • Qualified candidates must have a minimum of a BA in Business Administration with a concentration in Accounting/Finance. • Three to Five years' experience as a hotel/resort Finance Director • Full general ledger experience and month end closing experience is preferred. • Ability to communicate effectively. • Ability to work under pressure with maximum accuracy and attention to details. • Exceptional organizational and analytical skills. • Ability to meet deadlines. • Able to work flexible schedules to meet business needs in a hotel environment. • Proficient in Hotel and Accounting software. PIa7aef-1082
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. 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: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. 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: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. 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: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. 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: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. 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: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. 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: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
03/28/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
03/28/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
03/28/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
03/28/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. We are looking for an experienced State Tax Planning & Controversy Director to join our Tax Team. This new role will be responsible to the Senior Director of Tax and lead a team of associates who will be responsible for: • Developing the vision, direction and strategy for firm's state tax planning and controversy area • Monitoring and evaluating individual, partnership and corporate tax developments in all 50 states. • Collaborating with third party service providers to manage the firm's compliance with state withholding, composite, and income tax obligations. • Researching and responding to tax controversy matters as necessary. • Collaborating with teams within the firm's Finance and Legal divisions to provide guidance on various state tax issues as they arise. • Communicating with the firm's partners on state and local tax matters. • Leading strategic projects prioritized by the Finance Division. This position will require knowledge of U.S. federal and state partnership tax principles; strong organizational and research skills; strong collaboration and written communication skills; ability to engage and inspire others; and timely execution. • 15 years of experience advising on state tax issues • CPA or JD required • Bachelor's degree or higher in Accountancy • Public accounting or equivalent experience at a large company • Partnership taxation experience is preferred At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
1 As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Business Development Director to join the team in our NetSuite Enterprise Applications practice. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. We advise some of the largest companies in the U.S. and abroad on strategy, technology, and transformation, process optimization, analytics enablement, systems implementations, automation, integrations, data management, and more. Join our multidisciplinary Enterprise Applications team as we lead clients to achieve operational excellence through developing a deep understanding of their business and, based on that understanding, leverage technology, innovation, and automation to glean insights and maximize efficiencies WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Proactively develop and lead sales opportunities through prospecting, qualifying, solutioning, and closing NetSuite ERP solutions in the midmarket business industries in partnership with NetSuite AE's for new implementation work. Sell into existing clients for optimization and future phase work - land and expand of existing client base. Proactively source and quarterback opportunities, working with our firm's NetSuite leadership and Consulting Solution Architects for scoping, onsite discovery, and project planning for SOWs. Work with NetSuite Account Executives and Account Managers across North America, in all verticals, from lower mid-market to NetSuite Direct. Manage the deal cycle to kickoff of implementation projects ranging from $30k SuiteSuccess Financials to the large, multi-million-dollar NetSuite implementations. Specialize in NetSuite ecosystem, including ERP, WMS, SuiteCommerce/SCA, SuiteCommerce In-Store POS, Orace EPM for NetSuite, SuitePeople, Advanced Manufacturing, SuiteScript customization, integrations to connect NetSuite to any applications (with Boomi, Celigo, or custom development of software and integrations) External sourcing and qualifying of opportunities with prospects that are not currently served by the firm. Actively collaborate across teams internally to understand the firm's offerings and appropriate client profiles. Responsible for executing the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business. Actively work networking contacts, professional affiliations, industry groups and related Centers of Influence. Work with the CohnReznick Digital and CFO Advisory practices and industry team leaders to effectively identify and target key companies. Support Partners, Principals, and Directors in cross-selling additional services to existing clients where appropriate. Work closely with local and national marketing resources to develop effective, targeted go-to-market plans for the industry teams they support. YOUR EXPERIENCE. The successful candidate will have: Minimum of 10+ years of experience with demonstrated success in selling Oracle NetSuite and related ERP products Ability to drive and participate in the proposal and Statement of Work creation process through the close of the deal Excellent influence and negotiation skills; strong executive presence and business acumen Experience leveraging a CRM tool for report generation and sales tracking Must be motivated and self-disciplined; must possess strong time management skills Exhibit exceptionally strong communication, presentation, analytical and organizational skills Bachelor's degree Travel is required (local and overnight when appropriate) Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
03/28/2024
Full time
1 As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Business Development Director to join the team in our NetSuite Enterprise Applications practice. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. We advise some of the largest companies in the U.S. and abroad on strategy, technology, and transformation, process optimization, analytics enablement, systems implementations, automation, integrations, data management, and more. Join our multidisciplinary Enterprise Applications team as we lead clients to achieve operational excellence through developing a deep understanding of their business and, based on that understanding, leverage technology, innovation, and automation to glean insights and maximize efficiencies WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Proactively develop and lead sales opportunities through prospecting, qualifying, solutioning, and closing NetSuite ERP solutions in the midmarket business industries in partnership with NetSuite AE's for new implementation work. Sell into existing clients for optimization and future phase work - land and expand of existing client base. Proactively source and quarterback opportunities, working with our firm's NetSuite leadership and Consulting Solution Architects for scoping, onsite discovery, and project planning for SOWs. Work with NetSuite Account Executives and Account Managers across North America, in all verticals, from lower mid-market to NetSuite Direct. Manage the deal cycle to kickoff of implementation projects ranging from $30k SuiteSuccess Financials to the large, multi-million-dollar NetSuite implementations. Specialize in NetSuite ecosystem, including ERP, WMS, SuiteCommerce/SCA, SuiteCommerce In-Store POS, Orace EPM for NetSuite, SuitePeople, Advanced Manufacturing, SuiteScript customization, integrations to connect NetSuite to any applications (with Boomi, Celigo, or custom development of software and integrations) External sourcing and qualifying of opportunities with prospects that are not currently served by the firm. Actively collaborate across teams internally to understand the firm's offerings and appropriate client profiles. Responsible for executing the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business. Actively work networking contacts, professional affiliations, industry groups and related Centers of Influence. Work with the CohnReznick Digital and CFO Advisory practices and industry team leaders to effectively identify and target key companies. Support Partners, Principals, and Directors in cross-selling additional services to existing clients where appropriate. Work closely with local and national marketing resources to develop effective, targeted go-to-market plans for the industry teams they support. YOUR EXPERIENCE. The successful candidate will have: Minimum of 10+ years of experience with demonstrated success in selling Oracle NetSuite and related ERP products Ability to drive and participate in the proposal and Statement of Work creation process through the close of the deal Excellent influence and negotiation skills; strong executive presence and business acumen Experience leveraging a CRM tool for report generation and sales tracking Must be motivated and self-disciplined; must possess strong time management skills Exhibit exceptionally strong communication, presentation, analytical and organizational skills Bachelor's degree Travel is required (local and overnight when appropriate) Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
1 As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Business Development Director to join the team in our NetSuite Enterprise Applications practice. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. We advise some of the largest companies in the U.S. and abroad on strategy, technology, and transformation, process optimization, analytics enablement, systems implementations, automation, integrations, data management, and more. Join our multidisciplinary Enterprise Applications team as we lead clients to achieve operational excellence through developing a deep understanding of their business and, based on that understanding, leverage technology, innovation, and automation to glean insights and maximize efficiencies WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Proactively develop and lead sales opportunities through prospecting, qualifying, solutioning, and closing NetSuite ERP solutions in the midmarket business industries in partnership with NetSuite AE's for new implementation work. Sell into existing clients for optimization and future phase work - land and expand of existing client base. Proactively source and quarterback opportunities, working with our firm's NetSuite leadership and Consulting Solution Architects for scoping, onsite discovery, and project planning for SOWs. Work with NetSuite Account Executives and Account Managers across North America, in all verticals, from lower mid-market to NetSuite Direct. Manage the deal cycle to kickoff of implementation projects ranging from $30k SuiteSuccess Financials to the large, multi-million-dollar NetSuite implementations. Specialize in NetSuite ecosystem, including ERP, WMS, SuiteCommerce/SCA, SuiteCommerce In-Store POS, Orace EPM for NetSuite, SuitePeople, Advanced Manufacturing, SuiteScript customization, integrations to connect NetSuite to any applications (with Boomi, Celigo, or custom development of software and integrations) External sourcing and qualifying of opportunities with prospects that are not currently served by the firm. Actively collaborate across teams internally to understand the firm's offerings and appropriate client profiles. Responsible for executing the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business. Actively work networking contacts, professional affiliations, industry groups and related Centers of Influence. Work with the CohnReznick Digital and CFO Advisory practices and industry team leaders to effectively identify and target key companies. Support Partners, Principals, and Directors in cross-selling additional services to existing clients where appropriate. Work closely with local and national marketing resources to develop effective, targeted go-to-market plans for the industry teams they support. YOUR EXPERIENCE. The successful candidate will have: Minimum of 10+ years of experience with demonstrated success in selling Oracle NetSuite and related ERP products Ability to drive and participate in the proposal and Statement of Work creation process through the close of the deal Excellent influence and negotiation skills; strong executive presence and business acumen Experience leveraging a CRM tool for report generation and sales tracking Must be motivated and self-disciplined; must possess strong time management skills Exhibit exceptionally strong communication, presentation, analytical and organizational skills Bachelor's degree Travel is required (local and overnight when appropriate) Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
03/28/2024
Full time
1 As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Business Development Director to join the team in our NetSuite Enterprise Applications practice. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. We advise some of the largest companies in the U.S. and abroad on strategy, technology, and transformation, process optimization, analytics enablement, systems implementations, automation, integrations, data management, and more. Join our multidisciplinary Enterprise Applications team as we lead clients to achieve operational excellence through developing a deep understanding of their business and, based on that understanding, leverage technology, innovation, and automation to glean insights and maximize efficiencies WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Proactively develop and lead sales opportunities through prospecting, qualifying, solutioning, and closing NetSuite ERP solutions in the midmarket business industries in partnership with NetSuite AE's for new implementation work. Sell into existing clients for optimization and future phase work - land and expand of existing client base. Proactively source and quarterback opportunities, working with our firm's NetSuite leadership and Consulting Solution Architects for scoping, onsite discovery, and project planning for SOWs. Work with NetSuite Account Executives and Account Managers across North America, in all verticals, from lower mid-market to NetSuite Direct. Manage the deal cycle to kickoff of implementation projects ranging from $30k SuiteSuccess Financials to the large, multi-million-dollar NetSuite implementations. Specialize in NetSuite ecosystem, including ERP, WMS, SuiteCommerce/SCA, SuiteCommerce In-Store POS, Orace EPM for NetSuite, SuitePeople, Advanced Manufacturing, SuiteScript customization, integrations to connect NetSuite to any applications (with Boomi, Celigo, or custom development of software and integrations) External sourcing and qualifying of opportunities with prospects that are not currently served by the firm. Actively collaborate across teams internally to understand the firm's offerings and appropriate client profiles. Responsible for executing the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business. Actively work networking contacts, professional affiliations, industry groups and related Centers of Influence. Work with the CohnReznick Digital and CFO Advisory practices and industry team leaders to effectively identify and target key companies. Support Partners, Principals, and Directors in cross-selling additional services to existing clients where appropriate. Work closely with local and national marketing resources to develop effective, targeted go-to-market plans for the industry teams they support. YOUR EXPERIENCE. The successful candidate will have: Minimum of 10+ years of experience with demonstrated success in selling Oracle NetSuite and related ERP products Ability to drive and participate in the proposal and Statement of Work creation process through the close of the deal Excellent influence and negotiation skills; strong executive presence and business acumen Experience leveraging a CRM tool for report generation and sales tracking Must be motivated and self-disciplined; must possess strong time management skills Exhibit exceptionally strong communication, presentation, analytical and organizational skills Bachelor's degree Travel is required (local and overnight when appropriate) Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
MUSCOGEE (CREEK) NATION Seeking a DIRECTOR Description : The Director of Community Research and Development acts as a contact person and liaison between the Chartered Communities and the Muscogee (Creek) Nation Tribal Government. The Director will provide answers and direction for all questions relating to community affairs as well as ensuring compliance with Title 11 and Financial Standards. Directs and provides mandatory trainings for Chartered Communities per Title 11. Principal Duties and Responsibilities: Supervisory Responsibilities: Recruits, interviews, hires, and trains new staff in the department. Oversees the daily workflow of the department; approves leave requests and timesheets. Provides constructive and timely performance evaluations. Handles discipline and termination of employees in accordance with MCN policy. Duties/Responsibilities: Plans, organizes and executes educational programs in areas of board training, grant administration and financial accounting under the authority of Tribal law. Assists local community boards in planning and managing initiatives; establishes and coordinates activities of local community boards at their request. Assists with economic development ventures. Assists with financial statements and reporting, such as payroll taxes. Responds to requests for legal opinions and assists with community governance. Assesses the need for legislation and drafts appropriate documents for review and adaptation. Works effectively and efficiently with Executive Office, National Council Representatives, the Office of the Attorney General and other tribal departments as necessary. Works with program staff to develop projects that best benefit the Chartered Communities. Works with Tribal Construction on Community building construction and renovations; project manages work orders. Monitor programs and budgets. Maintains department policies and procedures; monitors and updates as appropriate. Travels to local communities, various events and meetings, both within and outside MCN Reservation. Performs other duties as assigned. Minimum Requirements: Education: Associate's degree in social sciences, business administration, public administration or related field; or an equivalent combination of education and experience in community development. Experience: Minimum four years' experience in public policy and planning to include but not limited to experience with supervising direct reports. Knowledge of: Constitutional issues, Tribal Law, Parliamentary Procedures, Financial Standards and Accountability, Community Policy and Procedures. General understanding of Muscogee (Creek) Nation Chartered Communities. General understanding of business practices. Special skills: Excellent verbal and written communication skills; ability to write policy and procedures. Excellent interpersonal, negotiation, and conflict resolution skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Strong supervisory and leadership skills. Ability to act with integrity, professionalism, and confidentiality. Ability to adapt to the needs of the MCN and employees. Ability to prioritize tasks and to delegate them when appropriate. Proficient with Microsoft Office Suite, Quick Books or related software. Proficiency with or the ability to quickly learn MCN's Munis system. Must have a valid Oklahoma Driver s License. Preferred Requirements: Education: Bachelor's degree in social sciences, business administration or public administration. Experience: Ten years of experience in community development and in a leadership/management capacity. Special skills: Experience working in a diverse multi-cultural organization. Knowledge of the Muscogee (Creek) Nation. Visit our website for more information @ Muscogee (Creek) and Indian Preference
03/28/2024
Full time
MUSCOGEE (CREEK) NATION Seeking a DIRECTOR Description : The Director of Community Research and Development acts as a contact person and liaison between the Chartered Communities and the Muscogee (Creek) Nation Tribal Government. The Director will provide answers and direction for all questions relating to community affairs as well as ensuring compliance with Title 11 and Financial Standards. Directs and provides mandatory trainings for Chartered Communities per Title 11. Principal Duties and Responsibilities: Supervisory Responsibilities: Recruits, interviews, hires, and trains new staff in the department. Oversees the daily workflow of the department; approves leave requests and timesheets. Provides constructive and timely performance evaluations. Handles discipline and termination of employees in accordance with MCN policy. Duties/Responsibilities: Plans, organizes and executes educational programs in areas of board training, grant administration and financial accounting under the authority of Tribal law. Assists local community boards in planning and managing initiatives; establishes and coordinates activities of local community boards at their request. Assists with economic development ventures. Assists with financial statements and reporting, such as payroll taxes. Responds to requests for legal opinions and assists with community governance. Assesses the need for legislation and drafts appropriate documents for review and adaptation. Works effectively and efficiently with Executive Office, National Council Representatives, the Office of the Attorney General and other tribal departments as necessary. Works with program staff to develop projects that best benefit the Chartered Communities. Works with Tribal Construction on Community building construction and renovations; project manages work orders. Monitor programs and budgets. Maintains department policies and procedures; monitors and updates as appropriate. Travels to local communities, various events and meetings, both within and outside MCN Reservation. Performs other duties as assigned. Minimum Requirements: Education: Associate's degree in social sciences, business administration, public administration or related field; or an equivalent combination of education and experience in community development. Experience: Minimum four years' experience in public policy and planning to include but not limited to experience with supervising direct reports. Knowledge of: Constitutional issues, Tribal Law, Parliamentary Procedures, Financial Standards and Accountability, Community Policy and Procedures. General understanding of Muscogee (Creek) Nation Chartered Communities. General understanding of business practices. Special skills: Excellent verbal and written communication skills; ability to write policy and procedures. Excellent interpersonal, negotiation, and conflict resolution skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Strong supervisory and leadership skills. Ability to act with integrity, professionalism, and confidentiality. Ability to adapt to the needs of the MCN and employees. Ability to prioritize tasks and to delegate them when appropriate. Proficient with Microsoft Office Suite, Quick Books or related software. Proficiency with or the ability to quickly learn MCN's Munis system. Must have a valid Oklahoma Driver s License. Preferred Requirements: Education: Bachelor's degree in social sciences, business administration or public administration. Experience: Ten years of experience in community development and in a leadership/management capacity. Special skills: Experience working in a diverse multi-cultural organization. Knowledge of the Muscogee (Creek) Nation. Visit our website for more information @ Muscogee (Creek) and Indian Preference
Description Specialization: Psychiatry Job Summary: Portsmouth Regional Hospital is recruiting an APD psychiatric physician to join their psychiatry residency program in Portsmouth, New Hampshire. Qualified Candidates: Licensed to practice in New Hampshire Completed an accredited residency program Certified and re-certified (if applicable) by the American Board of Psychiatry 2 years of experience as a core faculty member in an ACGME-accredited psychiatry residency program Candidates must have strong team building, interpersonal, and communication skills Additional characteristics of qualified applicants include adaptability, creativity, as well as enthusiasm for teaching and quality patient care Incentive/Benefits Package: Competitive compensation Comprehensive benefit package with occurrence-based malpractice coverage Be part of a supportive and energetic team Commencement Bonus Offered Tufts University affiliation About Portsmouth Regional Hospital: 220-bed acute care facility with a Level II Trauma Center 24/7 full-service ER Two freestanding ERs 24/7 dedicated inpatient hospitalist program 24/7 dedicated inpatient intensivist program Implementing psychiatry residency program in summer 2021 with Tufts University affiliation Internal medicine and family medicine residency programs with Tufts University affiliation 30-bed inpatient psychiatric unit including 16 involuntary beds Portsmouth, New Hampshire is a Seacoast city and sits near the mouth of the Piscataqua River which divides the states of New Hampshire and Maine. Portsmouth is at the core of a metropolitan region that includes several small cities and towns. As the nation s third oldest city, Portsmouth offers: An area that s rich in history and abundant cultural activities Small-town charm A host of outdoor activities and proximity to major cities Top-notch educational institutions Both public and private No sales tax or state income tax A one-hour drive to Boston Four seasons of weather
03/28/2024
Full time
Description Specialization: Psychiatry Job Summary: Portsmouth Regional Hospital is recruiting an APD psychiatric physician to join their psychiatry residency program in Portsmouth, New Hampshire. Qualified Candidates: Licensed to practice in New Hampshire Completed an accredited residency program Certified and re-certified (if applicable) by the American Board of Psychiatry 2 years of experience as a core faculty member in an ACGME-accredited psychiatry residency program Candidates must have strong team building, interpersonal, and communication skills Additional characteristics of qualified applicants include adaptability, creativity, as well as enthusiasm for teaching and quality patient care Incentive/Benefits Package: Competitive compensation Comprehensive benefit package with occurrence-based malpractice coverage Be part of a supportive and energetic team Commencement Bonus Offered Tufts University affiliation About Portsmouth Regional Hospital: 220-bed acute care facility with a Level II Trauma Center 24/7 full-service ER Two freestanding ERs 24/7 dedicated inpatient hospitalist program 24/7 dedicated inpatient intensivist program Implementing psychiatry residency program in summer 2021 with Tufts University affiliation Internal medicine and family medicine residency programs with Tufts University affiliation 30-bed inpatient psychiatric unit including 16 involuntary beds Portsmouth, New Hampshire is a Seacoast city and sits near the mouth of the Piscataqua River which divides the states of New Hampshire and Maine. Portsmouth is at the core of a metropolitan region that includes several small cities and towns. As the nation s third oldest city, Portsmouth offers: An area that s rich in history and abundant cultural activities Small-town charm A host of outdoor activities and proximity to major cities Top-notch educational institutions Both public and private No sales tax or state income tax A one-hour drive to Boston Four seasons of weather
Overview The Director of Finance will work closely with the General Manager and Hotel Leaders to oversee the successful execution of all finance responsibilities relating to accounting, resulting in high levels of guest satisfaction, fiscal responsibility, and associate development. This highly motivated individual will direct the accounting and control functions at the hotel, while ensuring timely reporting of operating results and maintaining the integrity of the management information system. Prepare the financial statements within the time frames supplied in the corporate closing schedule and according to the Resort Policies and Procedures, • Analyze and interpret financial results to assist and advise the General Manager and the Corporate Team. • Maintain balance sheet analysis monthly with full supporting detail. • Prepare accurate cash flow statements and projections monthly and upon request. • Maximize working capital and cash flow statements and projections monthly and upon request. • Prepare timely and accurate sales, use and occupancy tax returns, and any other external reports or returns as deemed necessary. • Ensure successful treasury cash management as outlined in the policies and procedures manual. • Prepare bi-weekly payroll and submit for processing. • Oversees the H-2B prevailing wage for payroll and the leasing of associate/seasonal housing. • Maintain effective system and control procedures as set forth in the policies and procedures SOPs. • Effective project management skills, including ability to serve as project lead. Ensure integrity and efficiency of computerized data processing functions across all disciplines. • Ensure that all financial reports, budgets, forecasts, and other information required by are accurately compiled and submitted within the specified time limits, identifying variances, and making recommendations for improvements as appropriate. • Review forecasts and budgets prepared by the hotel management team to ensure that owners, the General Manager, and the Corporate Team are provided with guidelines of performance that are both reasonable and achievable. • Preparation of daily, weekly, and monthly labor reports to provide guidance to discipline heads on productivity; establish and monitor staffing guidelines for all operational areas. • Ensure all legal, treasury, and tax documentation is properly maintained and secured. All statuary and fiscal reporting requirements are satisfied, including any governmental requirements for permits and licenses. • Ensure adequate insurance coverage is maintained to protect the hotel's assets with particular regard to the requirements contained in the hotel's management contract. • Ensure adequate controls are installed and maintained to protect the hotel's assets against loss or misappropriation. • Successfully lead and perform an advisory or interpretive role and recommend controls related to the ethical environment. • Continuously monitor economic, social, and governmental trends and policies to ensure the General Manager and the Corporate Team are kept fully apprised of any implications that may affect the performance of the hotel in meeting its financial objectives. • Ensure that any contractual agreement is fully reviewed, appropriately executed, and tracked as required. • Perform as the lead contact for internal audit, external audit, and any other financial-based audit. • Maintain all fixed asset accounting and execute and track all capital expenditure projects. • Responsible for interviewing, hiring, evaluating performance, rewarding, and progressive discipline for finance team members. • Attending company-required meetings and trainings. • Ability to successfully interact with the General Manager and the Executive Committee, provide confidence in the financial data, and prepare reports as required. • Conducts monthly P & L and capital review. • Perform additional duties as assigned. Responsibilities • Qualified candidates must have a minimum of a BA in Business Administration with a concentration in Accounting/Finance. • Three to Five years' experience as a hotel/resort Finance Director • Full general ledger experience and month end closing experience is preferred. • Ability to communicate effectively. • Ability to work under pressure with maximum accuracy and attention to details. • Exceptional organizational and analytical skills. • Ability to meet deadlines. • Able to work flexible schedules to meet business needs in a hotel environment. • Proficient in Hotel and Accounting software. PI36df827b1-
03/28/2024
Full time
Overview The Director of Finance will work closely with the General Manager and Hotel Leaders to oversee the successful execution of all finance responsibilities relating to accounting, resulting in high levels of guest satisfaction, fiscal responsibility, and associate development. This highly motivated individual will direct the accounting and control functions at the hotel, while ensuring timely reporting of operating results and maintaining the integrity of the management information system. Prepare the financial statements within the time frames supplied in the corporate closing schedule and according to the Resort Policies and Procedures, • Analyze and interpret financial results to assist and advise the General Manager and the Corporate Team. • Maintain balance sheet analysis monthly with full supporting detail. • Prepare accurate cash flow statements and projections monthly and upon request. • Maximize working capital and cash flow statements and projections monthly and upon request. • Prepare timely and accurate sales, use and occupancy tax returns, and any other external reports or returns as deemed necessary. • Ensure successful treasury cash management as outlined in the policies and procedures manual. • Prepare bi-weekly payroll and submit for processing. • Oversees the H-2B prevailing wage for payroll and the leasing of associate/seasonal housing. • Maintain effective system and control procedures as set forth in the policies and procedures SOPs. • Effective project management skills, including ability to serve as project lead. Ensure integrity and efficiency of computerized data processing functions across all disciplines. • Ensure that all financial reports, budgets, forecasts, and other information required by are accurately compiled and submitted within the specified time limits, identifying variances, and making recommendations for improvements as appropriate. • Review forecasts and budgets prepared by the hotel management team to ensure that owners, the General Manager, and the Corporate Team are provided with guidelines of performance that are both reasonable and achievable. • Preparation of daily, weekly, and monthly labor reports to provide guidance to discipline heads on productivity; establish and monitor staffing guidelines for all operational areas. • Ensure all legal, treasury, and tax documentation is properly maintained and secured. All statuary and fiscal reporting requirements are satisfied, including any governmental requirements for permits and licenses. • Ensure adequate insurance coverage is maintained to protect the hotel's assets with particular regard to the requirements contained in the hotel's management contract. • Ensure adequate controls are installed and maintained to protect the hotel's assets against loss or misappropriation. • Successfully lead and perform an advisory or interpretive role and recommend controls related to the ethical environment. • Continuously monitor economic, social, and governmental trends and policies to ensure the General Manager and the Corporate Team are kept fully apprised of any implications that may affect the performance of the hotel in meeting its financial objectives. • Ensure that any contractual agreement is fully reviewed, appropriately executed, and tracked as required. • Perform as the lead contact for internal audit, external audit, and any other financial-based audit. • Maintain all fixed asset accounting and execute and track all capital expenditure projects. • Responsible for interviewing, hiring, evaluating performance, rewarding, and progressive discipline for finance team members. • Attending company-required meetings and trainings. • Ability to successfully interact with the General Manager and the Executive Committee, provide confidence in the financial data, and prepare reports as required. • Conducts monthly P & L and capital review. • Perform additional duties as assigned. Responsibilities • Qualified candidates must have a minimum of a BA in Business Administration with a concentration in Accounting/Finance. • Three to Five years' experience as a hotel/resort Finance Director • Full general ledger experience and month end closing experience is preferred. • Ability to communicate effectively. • Ability to work under pressure with maximum accuracy and attention to details. • Exceptional organizational and analytical skills. • Ability to meet deadlines. • Able to work flexible schedules to meet business needs in a hotel environment. • Proficient in Hotel and Accounting software. PI36df827b1-
Overview Overview Are you an experienced finance professional seeking a dynamic leadership role in the vibrant hospitality industry? Look no further! We are currently seeking a highly qualified Complex Director of Finance to join our team at the St. Pete Beach Resorts located in in St. Pete Beach, Florida. As the Complex Director of Finance, you will play a pivotal role in overseeing and managing all financial aspects of our hotel operations, ensuring the highest standards of financial integrity and performance. Responsibilities: • Effectively manage and communicate cash flow-related issues to management and ownership. • Coordinate the completion of all forecasts and budgets with the Executive Team and department managers. • Analyze financial data and operations to advise management in maintaining financial objectives. • Ensure timely reconciliation of all balance sheet accounts. • Develop and implement financial strategies, policies, and procedures for effective management and control of financial resources. • Establish and audit internal financial controls including purchasing, cash handling, and payroll. • Direct and/or prepare all financial reports meeting various due dates and deadlines. • Conduct regular financial analysis and provide insights on revenue generation, cost control, and profitability enhancement. • Collaborate with department heads to identify and implement cost-saving initiatives without compromising quality. • Maintain strong relationships with external stakeholders including auditors, banks, and financial institutions. • Ensure hotel compliance with regulatory licenses, permits, leases, contracts, and operational taxes. Responsibilities Qualifications • Minimum of 5 years of progressive experience in finance or accounting roles, preferably within the hospitality industry. • Bachelor's or Graduate degree with a concentration in Business Administration, Accounting, or Finance. • Ability to assimilate complex information from disparate sources and make necessary adjustments. • Strong understanding of financial principles, budgeting, forecasting, and cost control. • Excellent interpersonal, communication, and leadership skills. • Proven track record of financial leadership and strategic decision-making. • Ability to prioritize and meet due dates and deadlines effectively. PI738d051062c9-8861
03/28/2024
Full time
Overview Overview Are you an experienced finance professional seeking a dynamic leadership role in the vibrant hospitality industry? Look no further! We are currently seeking a highly qualified Complex Director of Finance to join our team at the St. Pete Beach Resorts located in in St. Pete Beach, Florida. As the Complex Director of Finance, you will play a pivotal role in overseeing and managing all financial aspects of our hotel operations, ensuring the highest standards of financial integrity and performance. Responsibilities: • Effectively manage and communicate cash flow-related issues to management and ownership. • Coordinate the completion of all forecasts and budgets with the Executive Team and department managers. • Analyze financial data and operations to advise management in maintaining financial objectives. • Ensure timely reconciliation of all balance sheet accounts. • Develop and implement financial strategies, policies, and procedures for effective management and control of financial resources. • Establish and audit internal financial controls including purchasing, cash handling, and payroll. • Direct and/or prepare all financial reports meeting various due dates and deadlines. • Conduct regular financial analysis and provide insights on revenue generation, cost control, and profitability enhancement. • Collaborate with department heads to identify and implement cost-saving initiatives without compromising quality. • Maintain strong relationships with external stakeholders including auditors, banks, and financial institutions. • Ensure hotel compliance with regulatory licenses, permits, leases, contracts, and operational taxes. Responsibilities Qualifications • Minimum of 5 years of progressive experience in finance or accounting roles, preferably within the hospitality industry. • Bachelor's or Graduate degree with a concentration in Business Administration, Accounting, or Finance. • Ability to assimilate complex information from disparate sources and make necessary adjustments. • Strong understanding of financial principles, budgeting, forecasting, and cost control. • Excellent interpersonal, communication, and leadership skills. • Proven track record of financial leadership and strategic decision-making. • Ability to prioritize and meet due dates and deadlines effectively. PI738d051062c9-8861
Description Specialization: Cardiology Non Invasive Cardiology Electrophysiology Cardiology Interventional Job Summary: Program Director Recruitment: HCA Healthcare East Florida is seeking an experienced and dynamic physician leader to head our Cardiology residency program at HCA Florida Westside Hospital as Program Director. Our East Florida Graduate Medical Education Division currently encompasses 44 high-quality residency and fellowship programs across 9 teaching hospitals and continues to grow its UME and GME footprint. Our vision and mission are to become a driver of quality and positive change in medical education, to provide our learners with the highest quality training experience and maintain excellent outcomes, to systematically engage our learners and faculty in research and scholarship, and to retain our graduates as future practicing physicians and teachers within HCA. The Program Director will have the responsibility, authority, and accountability for the operations of the program, in compliance with applicable ACGME and American Board of Medical Specialties regulations and requirements. In this role, the Program Director will be part of the overall Graduate Medical Education leadership within the HCA Healthcare East Florida Division and will collaborate with other Program Directors, GME Directors, Hospital Leadership, and a variety of other stakeholders to assure the highest quality of education and the program. By joining HCA Healthcare as a medical education leader, the Program Director will become part of the largest Graduate Medical Education provider in the US, and will have the opportunity to help shape the direction and goals of medical education at the Division and at the national level. For more information, please visit Graduate Medical Education Programs at HCA Healthcare HCA Healthcare; Graduate Medical Education HCA Florida (); or GME Community HCA Healthcare This role also gives the Program Director the opportunity to practice in his/her desired specialty at the primary and/or closely affiliated sites, under employment by HCA or one of its area specialty partners. Based on the program size and ACGME requirements, it will be expected that the Program Director spends 20% 30% in administration and teaching related to the program and 70% - 80%with clinical activities. The Program Director will also have the opportunity to join the academic faculty of one of our partner medical schools, namely the Nova Southeastern University Kiran C. Patel College of Allopathic Medicine, and engage in the education of medical students, as well as collaborative research and scholarship. The academic rank will depend on the candidate s experience. Requirements: It will be required that the Program Director is certified by the American Board of Medical Specialties in his/her specialty, will obtain a License to practice medicine in Florida, and be credentialed at the facilities of his/her clinical engagement. The ideal candidate has at least three 3 years of clinical experience in an academic/teaching environment, and has demonstrated involvement in medical education leadership, as well as active involvement in research and scholarship over the past 5 years. Candidates with experience as Program Director, APD, and/or Core Faculty with leadership involvement are strongly preferred. Responsibilities: The Program Director will be responsible for the day-to-day operations of the program, in compliance with ACGME and ABMS regulations and requirements, including the development and administration of a high-quality curriculum, resident and faculty scholarly activity, faculty evaluation and development, assessment and mentorship of residents, evaluation and development of the program, engagement with hospital leadership and the community, budget oversight, resident recruitment efforts, and timely communication with regulatory agencies and division leadership. For a more detailed description of Program Director responsibilities, please review the ACGME common Program Requirements at Common Program Requirements (acgme.org) or the ACGME website Specialty Program requirements for the specialty Specialties (acgme.org) Essential functions: a) Be a role model of professionalism and excellence for residents and faculty. b) Develop and implement the program in a fashion consistent with the needs of the community and the mission and vision of the sponsoring institution. c) Create and maintain a learning environment conducive to the education of residents and other learners in each of the ACGME core competencies, that produces excellent learning outcomes and that allows residents and faculty to raise concerns or provide feedback without fear of intimidation or retaliation. d) Oversee the development, quality, and implementation of clinical and didactic education of the residents in the clinical and basic sciences, including simulation e) Appoint, engage, evaluate and develop program faculty, including rotation- and site directors, core- and teaching faculty, and Associate Program Director s . f) Evaluate, mentor and guide residents and other learners, in compliance with established requirements and best practice; manage resident related HR issues, including disciplinary action, due process and grievance, in collaboration with HR and GME Division leadership. g) Ensure program compliance with established policies and procedures by the ACGME, ABMS, Sponsoring Institution and Hospital s , including resident supervision. h) Evaluate the program and implement efforts aimed at program improvement; closely monitor key educational outcomes i.e. board pass rates, fellowship match rates, resident retention, scholarship productivity and establish goals and strategies to achieve excellent outcomes. i) Compile reports and maintain accurate and timely communication, as requested or required, in collaboration with Hospital- and/or GME Division leadership, the ACGME and/or the Board of Medical Specialties. j) Create and maintain program policies and procedures in alignment with ACGME and Sponsoring Institution. Incentive/Benefits Package: • Full service cardiology practice, including interventionalists on team • Large outpatient practice • Mid-level support available • Impressive compensation package • No state income tax Living in South Florida Florida is the third most populated state in the United States with a population of 21 million people - our hospitals and programs are located along the East coast of the state, in close proximity to gorgeous beaches, warm weather, and popular destinations for tourists and residents alike. Of course, one of the top reasons to move to Florida is for the gorgeous warm weather and sunny days. With an average daily temperature of 70 degrees, Florida offers comfortable living year-round. Florida has the fourth strongest economy in the country and has enjoyed continued growth in the technology, healthcare, and education sectors that continue to attract diverse groups of professionals and learners. Florida is one of the only states with no state income tax and while one of the top vacation destinations in the country, living in South Florida can also be affordable, with the average cost of living in Florida being 1% lower than the national average according to the cost of living index. For more information check out 19 Things to Know BEFORE Moving to Florida Living in Florida () or one of the many other sources of information on our state online.
03/28/2024
Full time
Description Specialization: Cardiology Non Invasive Cardiology Electrophysiology Cardiology Interventional Job Summary: Program Director Recruitment: HCA Healthcare East Florida is seeking an experienced and dynamic physician leader to head our Cardiology residency program at HCA Florida Westside Hospital as Program Director. Our East Florida Graduate Medical Education Division currently encompasses 44 high-quality residency and fellowship programs across 9 teaching hospitals and continues to grow its UME and GME footprint. Our vision and mission are to become a driver of quality and positive change in medical education, to provide our learners with the highest quality training experience and maintain excellent outcomes, to systematically engage our learners and faculty in research and scholarship, and to retain our graduates as future practicing physicians and teachers within HCA. The Program Director will have the responsibility, authority, and accountability for the operations of the program, in compliance with applicable ACGME and American Board of Medical Specialties regulations and requirements. In this role, the Program Director will be part of the overall Graduate Medical Education leadership within the HCA Healthcare East Florida Division and will collaborate with other Program Directors, GME Directors, Hospital Leadership, and a variety of other stakeholders to assure the highest quality of education and the program. By joining HCA Healthcare as a medical education leader, the Program Director will become part of the largest Graduate Medical Education provider in the US, and will have the opportunity to help shape the direction and goals of medical education at the Division and at the national level. For more information, please visit Graduate Medical Education Programs at HCA Healthcare HCA Healthcare; Graduate Medical Education HCA Florida (); or GME Community HCA Healthcare This role also gives the Program Director the opportunity to practice in his/her desired specialty at the primary and/or closely affiliated sites, under employment by HCA or one of its area specialty partners. Based on the program size and ACGME requirements, it will be expected that the Program Director spends 20% 30% in administration and teaching related to the program and 70% - 80%with clinical activities. The Program Director will also have the opportunity to join the academic faculty of one of our partner medical schools, namely the Nova Southeastern University Kiran C. Patel College of Allopathic Medicine, and engage in the education of medical students, as well as collaborative research and scholarship. The academic rank will depend on the candidate s experience. Requirements: It will be required that the Program Director is certified by the American Board of Medical Specialties in his/her specialty, will obtain a License to practice medicine in Florida, and be credentialed at the facilities of his/her clinical engagement. The ideal candidate has at least three 3 years of clinical experience in an academic/teaching environment, and has demonstrated involvement in medical education leadership, as well as active involvement in research and scholarship over the past 5 years. Candidates with experience as Program Director, APD, and/or Core Faculty with leadership involvement are strongly preferred. Responsibilities: The Program Director will be responsible for the day-to-day operations of the program, in compliance with ACGME and ABMS regulations and requirements, including the development and administration of a high-quality curriculum, resident and faculty scholarly activity, faculty evaluation and development, assessment and mentorship of residents, evaluation and development of the program, engagement with hospital leadership and the community, budget oversight, resident recruitment efforts, and timely communication with regulatory agencies and division leadership. For a more detailed description of Program Director responsibilities, please review the ACGME common Program Requirements at Common Program Requirements (acgme.org) or the ACGME website Specialty Program requirements for the specialty Specialties (acgme.org) Essential functions: a) Be a role model of professionalism and excellence for residents and faculty. b) Develop and implement the program in a fashion consistent with the needs of the community and the mission and vision of the sponsoring institution. c) Create and maintain a learning environment conducive to the education of residents and other learners in each of the ACGME core competencies, that produces excellent learning outcomes and that allows residents and faculty to raise concerns or provide feedback without fear of intimidation or retaliation. d) Oversee the development, quality, and implementation of clinical and didactic education of the residents in the clinical and basic sciences, including simulation e) Appoint, engage, evaluate and develop program faculty, including rotation- and site directors, core- and teaching faculty, and Associate Program Director s . f) Evaluate, mentor and guide residents and other learners, in compliance with established requirements and best practice; manage resident related HR issues, including disciplinary action, due process and grievance, in collaboration with HR and GME Division leadership. g) Ensure program compliance with established policies and procedures by the ACGME, ABMS, Sponsoring Institution and Hospital s , including resident supervision. h) Evaluate the program and implement efforts aimed at program improvement; closely monitor key educational outcomes i.e. board pass rates, fellowship match rates, resident retention, scholarship productivity and establish goals and strategies to achieve excellent outcomes. i) Compile reports and maintain accurate and timely communication, as requested or required, in collaboration with Hospital- and/or GME Division leadership, the ACGME and/or the Board of Medical Specialties. j) Create and maintain program policies and procedures in alignment with ACGME and Sponsoring Institution. Incentive/Benefits Package: • Full service cardiology practice, including interventionalists on team • Large outpatient practice • Mid-level support available • Impressive compensation package • No state income tax Living in South Florida Florida is the third most populated state in the United States with a population of 21 million people - our hospitals and programs are located along the East coast of the state, in close proximity to gorgeous beaches, warm weather, and popular destinations for tourists and residents alike. Of course, one of the top reasons to move to Florida is for the gorgeous warm weather and sunny days. With an average daily temperature of 70 degrees, Florida offers comfortable living year-round. Florida has the fourth strongest economy in the country and has enjoyed continued growth in the technology, healthcare, and education sectors that continue to attract diverse groups of professionals and learners. Florida is one of the only states with no state income tax and while one of the top vacation destinations in the country, living in South Florida can also be affordable, with the average cost of living in Florida being 1% lower than the national average according to the cost of living index. For more information check out 19 Things to Know BEFORE Moving to Florida Living in Florida () or one of the many other sources of information on our state online.
Job Description: The Role The Director, Architecture - Financial Operations Platforms will work hand in hand with business leadership and our engineering partners to deliver the next generation platforms for financial operations including payments (check, EFT and digital), taxation, pricing, trading, money movement and reconciliation. You will be hands on working on the creation of the next generation software platforms at one of the largest high volume financial benefit companies in the world. You will work closely with business sponsors, project managers, engineers and architects designing, implementing, testing, and deploying end to end technology solutions. As a leader within the architecture team, you will work with architecture and application teams to help champion innovation, drive standardization, and deliver modern technology patterns across the stack for our customers' use. You will contribute to the product roadmap evolution in conjunction with business unit product goals and provide leadership in computing services, adoption of platforms and consolidation across our team's initiatives. The Expertise and Skills You Bring Education - BS or MS required. 10+ years of industry experience in architecting distributed systems and applications. 3+ years of AWS and/or Azure experience. AWS and/or Azure certification also a plus Demonstrable ability to analyze business direction and problems, understand long term vision and risk in developing strategic technical solutions. Work closely with Product/Application teams in technology evaluation, selection, recommendation, and configuration. Background with multiple enterprise technologies Demonstrate knowledge of APIs, microservices architecture, infrastructure, data architecture, security, and new technologies with clear expertise in one or more of these areas. Working knowledge in all aspects of technical architecture (operational excellence, security, reliability, performance efficiency, cost optimization) Authoritative understanding of the agile development process and DevOps practices. Collaborating with peer architects seeing opportunities to refactor business processes, improve customer experience or perform capability rationalization. Ability to work both independently and with various levels of the organization, including technical and non-technical team members. Ensure technology decisions align with enterprise standards and strategy. Ability to provide technical leadership and solutions to agile teams. Critical problem solving and advanced troubleshooting to drive resolution to technical issues. Manages conceptual and abstract problem domains. Strong presentation, documentation, communication and influencing skills for working with less-technical business partners as well as technologists in IT leadership and implementation teams. Experience in networking across business units and outside the companies to optimize new reusable processes, patterns, and practices with world class results. Passion for staying current on technology trends to pivot direction and drive results. Willingness to experiment, innovate and seek resources to learn, grow and find solutions. Financial industry experience is a plus. The Team Fidelity Workplace Investing (WI) provides benefits to Fidelity customers, employers, and their employees, in a growing set of areas - Defined Contribution, Benefits Outsourcing & Payroll, Investment Products & Consulting and Defined Benefits. As part of the Enterprise Architecture team supporting WI, you will be a key player in helping move us forward into our digital future and digital transformation of our business. As an Architect, you are responsible for establishing the strategic direction, setting standards, and choosing technologies across WI and enterprise. You will work closely with business partners and technology teams to understand business objectives and help define appropriate architecture direction for them. By working closely with Solution Architects and Agile teams, you will assess and ensure how proposed solutions to specific initiatives align with broader WI and/or enterprise goals and strategies. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/27/2024
Full time
Job Description: The Role The Director, Architecture - Financial Operations Platforms will work hand in hand with business leadership and our engineering partners to deliver the next generation platforms for financial operations including payments (check, EFT and digital), taxation, pricing, trading, money movement and reconciliation. You will be hands on working on the creation of the next generation software platforms at one of the largest high volume financial benefit companies in the world. You will work closely with business sponsors, project managers, engineers and architects designing, implementing, testing, and deploying end to end technology solutions. As a leader within the architecture team, you will work with architecture and application teams to help champion innovation, drive standardization, and deliver modern technology patterns across the stack for our customers' use. You will contribute to the product roadmap evolution in conjunction with business unit product goals and provide leadership in computing services, adoption of platforms and consolidation across our team's initiatives. The Expertise and Skills You Bring Education - BS or MS required. 10+ years of industry experience in architecting distributed systems and applications. 3+ years of AWS and/or Azure experience. AWS and/or Azure certification also a plus Demonstrable ability to analyze business direction and problems, understand long term vision and risk in developing strategic technical solutions. Work closely with Product/Application teams in technology evaluation, selection, recommendation, and configuration. Background with multiple enterprise technologies Demonstrate knowledge of APIs, microservices architecture, infrastructure, data architecture, security, and new technologies with clear expertise in one or more of these areas. Working knowledge in all aspects of technical architecture (operational excellence, security, reliability, performance efficiency, cost optimization) Authoritative understanding of the agile development process and DevOps practices. Collaborating with peer architects seeing opportunities to refactor business processes, improve customer experience or perform capability rationalization. Ability to work both independently and with various levels of the organization, including technical and non-technical team members. Ensure technology decisions align with enterprise standards and strategy. Ability to provide technical leadership and solutions to agile teams. Critical problem solving and advanced troubleshooting to drive resolution to technical issues. Manages conceptual and abstract problem domains. Strong presentation, documentation, communication and influencing skills for working with less-technical business partners as well as technologists in IT leadership and implementation teams. Experience in networking across business units and outside the companies to optimize new reusable processes, patterns, and practices with world class results. Passion for staying current on technology trends to pivot direction and drive results. Willingness to experiment, innovate and seek resources to learn, grow and find solutions. Financial industry experience is a plus. The Team Fidelity Workplace Investing (WI) provides benefits to Fidelity customers, employers, and their employees, in a growing set of areas - Defined Contribution, Benefits Outsourcing & Payroll, Investment Products & Consulting and Defined Benefits. As part of the Enterprise Architecture team supporting WI, you will be a key player in helping move us forward into our digital future and digital transformation of our business. As an Architect, you are responsible for establishing the strategic direction, setting standards, and choosing technologies across WI and enterprise. You will work closely with business partners and technology teams to understand business objectives and help define appropriate architecture direction for them. By working closely with Solution Architects and Agile teams, you will assess and ensure how proposed solutions to specific initiatives align with broader WI and/or enterprise goals and strategies. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Who we are: Vontobel Asset Management, Inc. (VAMUS) is wholly-owned by Vontobel Holding AG (Parent), a Swiss company. The VAMUS is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. VAMUS primarily manages and sub-advises long-only global public equity portfolios across a variety of investment vehicles, including a suite of mutual funds and separately managed accounts. Your opportunity What You Will Do: VAMUS is looking for a Financial Accounting Manager to join its US Finance team. Candidates should possess knowledge of all aspects of generally accepted accounting principles (GAAP and IFRS), as well as understanding of U.S. Securities and Exchange Commission (SEC) regulations and provisions of the Sarbanes-Oxley Act. Candidates will be expected to perform high quality work in VAMUS' Finance function. The position will manage VAMUS' financial books and records, financial reporting, budgeting and forecasting, capital requirements, financial systems integration, audit response and aspects of the treasury and tax functions. The Financial Accounting Manager will report to the Head of Finance and work with the Finance team to ensure that VAMUS meets all the financial control and reporting obligations of a global financial institution and that any other business-related tasks are addressed. Responsibilities Manage VAMUS' financial information, statements, books and records in accordance with GAAP and IFRS to ensure compliance with state and federal law, particularly such regulatory requirements as it relates to VAMUS' status as a registered investment adviser with the U.S. Securities and Exchange Commission Manage the accounting, audit, budgeting, forecasting and tax functions Maintain general ledger, accounts payable, receivables, fixed asset and other sub-ledgers Prepare / assist in producing financial results/reporting for management, the parent company and the board of directors Manage internal and external audits functions Perform financial planning and analysis work including implementation of strategy / client costing and profitability reporting Oversee budget/forecast tracking, monitoring and comparison reporting Maintain and evolve internal controls, contract management, and vendor management and due diligence environment Assist in supporting tactical and strategic initiatives Who You Are You are highly motivated, proactive, collaborative, intelligent, and have demonstrated excellence in prior endeavors You have 10+ years of relevant experience working in the financial services industry, preferably with exposure to the rules of the Investment Advisers Act of 1940, the Investment Company of 1940, FINRA, Hedge Funds and/or Private Funds You have an undergraduate degree in Accounting, Business Administration or similar discipline with a CPA designation (audit experience is desired, MBA is a plus) You have strong technical skills, sharp intellect, and ability to understand and decipher complex finance and business problems You are a problem solver capable of implementing and effectively using technology (MS Excel, and other business tools) You have strong oral and written communication skills and can articulate effectively regarding complex topics You are inherently capable of developing internal and external relationships and partnerships You enjoy working in a collaborative, transparent and diverse environment You believe in innovation and its place in maintaining a productive and sustained business environment You are open and flexible to take on various tasks and assignments and assist other team members or business units where needed What We Offer We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust Would you like to develop your skills? We are happy to support you with further trainings and certifications Teamwork and transparency are important to us: We always exchange valuable knowledge and skills with each other - One Vontobel Our work culture is characterized by short communication channels and direct cross-departmental contact and information exchange We offer the option for home office (Flexible working times), diverse benefits (medical insurance fully covered) Salary details Base salary between USD 100,000.- to USD 150,000.- per annum depending on experience. Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner. At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form .
03/27/2024
Full time
Who we are: Vontobel Asset Management, Inc. (VAMUS) is wholly-owned by Vontobel Holding AG (Parent), a Swiss company. The VAMUS is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. VAMUS primarily manages and sub-advises long-only global public equity portfolios across a variety of investment vehicles, including a suite of mutual funds and separately managed accounts. Your opportunity What You Will Do: VAMUS is looking for a Financial Accounting Manager to join its US Finance team. Candidates should possess knowledge of all aspects of generally accepted accounting principles (GAAP and IFRS), as well as understanding of U.S. Securities and Exchange Commission (SEC) regulations and provisions of the Sarbanes-Oxley Act. Candidates will be expected to perform high quality work in VAMUS' Finance function. The position will manage VAMUS' financial books and records, financial reporting, budgeting and forecasting, capital requirements, financial systems integration, audit response and aspects of the treasury and tax functions. The Financial Accounting Manager will report to the Head of Finance and work with the Finance team to ensure that VAMUS meets all the financial control and reporting obligations of a global financial institution and that any other business-related tasks are addressed. Responsibilities Manage VAMUS' financial information, statements, books and records in accordance with GAAP and IFRS to ensure compliance with state and federal law, particularly such regulatory requirements as it relates to VAMUS' status as a registered investment adviser with the U.S. Securities and Exchange Commission Manage the accounting, audit, budgeting, forecasting and tax functions Maintain general ledger, accounts payable, receivables, fixed asset and other sub-ledgers Prepare / assist in producing financial results/reporting for management, the parent company and the board of directors Manage internal and external audits functions Perform financial planning and analysis work including implementation of strategy / client costing and profitability reporting Oversee budget/forecast tracking, monitoring and comparison reporting Maintain and evolve internal controls, contract management, and vendor management and due diligence environment Assist in supporting tactical and strategic initiatives Who You Are You are highly motivated, proactive, collaborative, intelligent, and have demonstrated excellence in prior endeavors You have 10+ years of relevant experience working in the financial services industry, preferably with exposure to the rules of the Investment Advisers Act of 1940, the Investment Company of 1940, FINRA, Hedge Funds and/or Private Funds You have an undergraduate degree in Accounting, Business Administration or similar discipline with a CPA designation (audit experience is desired, MBA is a plus) You have strong technical skills, sharp intellect, and ability to understand and decipher complex finance and business problems You are a problem solver capable of implementing and effectively using technology (MS Excel, and other business tools) You have strong oral and written communication skills and can articulate effectively regarding complex topics You are inherently capable of developing internal and external relationships and partnerships You enjoy working in a collaborative, transparent and diverse environment You believe in innovation and its place in maintaining a productive and sustained business environment You are open and flexible to take on various tasks and assignments and assist other team members or business units where needed What We Offer We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust Would you like to develop your skills? We are happy to support you with further trainings and certifications Teamwork and transparency are important to us: We always exchange valuable knowledge and skills with each other - One Vontobel Our work culture is characterized by short communication channels and direct cross-departmental contact and information exchange We offer the option for home office (Flexible working times), diverse benefits (medical insurance fully covered) Salary details Base salary between USD 100,000.- to USD 150,000.- per annum depending on experience. Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner. At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form .