Description: Effective October 15, 2021, all employees/contractors/interns/volunteers are required to provide our office with proof of COVID vaccination. Service Authorization Technician Job Summary: Monday-Friday: 8:00AM-4:30PM with One (1) Day WFH Service Authorization Technician Salary: $37,440.00 ($18.00/HR) COMHAR's Intensive Behavioral Health Services (IBHS) is located in the Philadelphia are. IBHS support children, youth, and young adults with mental, emotional, and behavioral health needs. Services are provide to children, youth, and young adults across all settings (at the home, school, and community settings) in order to both help them reduce and/or replace problem behaviors with more positive, socially appropriate behaviors, with the highest priority placed on family engagement throughout the process. Service Authorization Technician Job Summary: The Service Authorization Tech reports to the Office Manager of Children's Services. The Service Authorization Tech will be responsible for admitting clients by gathering and recording provider, client, and insurance information. The Service Authorization Tech oversee preauthorization and referrals process for the IBHS program. Reporting to the Office Manager, this position's primary responsibility is ensuring that billing authorizations are uploaded from CBH and correctly inputted into EVOLV. Duties and Responsibilities Improve the proficiency of receiving and correcting authorizations for services. Other duties reasonable and related to this position as directed by related supervisors. Admissions/Prior Authorization Specialist Job Duties: Process client admissions. Track Discharges and submits to CBH to end any active authorizations. Pre-admits clients by receiving referrals from a number of sources, entering client information into the referral module in Evolv. Run initial eligibility through Promise for client. Secures payments by screening insurance information; identifying clients requiring pre-admission approvals from third-party payers; verifying approvals. Uploading and Downloading CBH authorizations. Developing and monitoring authorization reports that are reviewed with Office Manager. Monitors the authorization process of both individual and aggregate cases. Tracking and correcting authorizations for proper length and number of units. Meet weekly with CBH Care Manager to discuss authorization correction list. Documenting to ensure that the service hours & units match what was requested. Process contractor and temp agencies invoices. Ensures a responsive system for authorization of services and payment of claims by monitoring the COMHAR billing system for laps in service as well as rejections and error logs. Major Duties/Essential functions: Downloading and uploading of CBH authorizations. Processing of referrals. Processing invoices. Ensuring client eligibility. E-mail assigned staff and case managers about their clients 'evaluation appointments. Periodic Duties: Responsible for identifying alternative sites needed for expansion of services. Identifying possible requests for proposal and discuss these RFPs with Division Director of Children Services. Responsible for coordination of medical records storage. Will oversee the departments' training needs, including tracking and monitoring. Skill Requirements Excellent mathematical skills. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills Proficient in Microsoft Office Suite or related software. Type 45-55 wpm Excellent organizational skills and attention to detail. Ability to read and write in both English and Spanish. Basic understanding of clerical procedures and systems such as recordkeeping and filing Ability to work independently. Ability to apply common sense and understanding to carry out instructions furnished in written, oral, or diagram dorm. Ability to deal with problems involving several concreate variables in standardized situations. Project a positive, accommodating demeanor and a customer satisfaction-focused mindset. Demonstrate the capability and willingness to learn and implement new and ongoing processes. Exercises sound judgment in carrying out daily activities and managing any issues which arise. Able to competently utilize Microsoft Office Suite, email, EHR, and technology used in the course of job duties. Strong commitment to providing quality services to members. Requirements: Service Authorization Technician Requirement: High school diploma or GED 2 years' experience in an office setting Proficient with Microsoft office software Understanding of basic accounting, and personnel management. Experience with billing and insurance Knowledgeable with EHR Systems We are proud to be an EEO employer M/F/D/V. We maintain a drug-free workplace. COMHAR, Inc. is a not-for-profit community based health and human service organization founded in 1975. We do not discriminate in services or employment on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, past or present receipt of disability-related services or supports, marital status, veteran status, or any other class of persons protected by federal, state or local law. Compensation details: 0 Yearly Salary PI605a7c833d8a-5615
02/07/2025
Full time
Description: Effective October 15, 2021, all employees/contractors/interns/volunteers are required to provide our office with proof of COVID vaccination. Service Authorization Technician Job Summary: Monday-Friday: 8:00AM-4:30PM with One (1) Day WFH Service Authorization Technician Salary: $37,440.00 ($18.00/HR) COMHAR's Intensive Behavioral Health Services (IBHS) is located in the Philadelphia are. IBHS support children, youth, and young adults with mental, emotional, and behavioral health needs. Services are provide to children, youth, and young adults across all settings (at the home, school, and community settings) in order to both help them reduce and/or replace problem behaviors with more positive, socially appropriate behaviors, with the highest priority placed on family engagement throughout the process. Service Authorization Technician Job Summary: The Service Authorization Tech reports to the Office Manager of Children's Services. The Service Authorization Tech will be responsible for admitting clients by gathering and recording provider, client, and insurance information. The Service Authorization Tech oversee preauthorization and referrals process for the IBHS program. Reporting to the Office Manager, this position's primary responsibility is ensuring that billing authorizations are uploaded from CBH and correctly inputted into EVOLV. Duties and Responsibilities Improve the proficiency of receiving and correcting authorizations for services. Other duties reasonable and related to this position as directed by related supervisors. Admissions/Prior Authorization Specialist Job Duties: Process client admissions. Track Discharges and submits to CBH to end any active authorizations. Pre-admits clients by receiving referrals from a number of sources, entering client information into the referral module in Evolv. Run initial eligibility through Promise for client. Secures payments by screening insurance information; identifying clients requiring pre-admission approvals from third-party payers; verifying approvals. Uploading and Downloading CBH authorizations. Developing and monitoring authorization reports that are reviewed with Office Manager. Monitors the authorization process of both individual and aggregate cases. Tracking and correcting authorizations for proper length and number of units. Meet weekly with CBH Care Manager to discuss authorization correction list. Documenting to ensure that the service hours & units match what was requested. Process contractor and temp agencies invoices. Ensures a responsive system for authorization of services and payment of claims by monitoring the COMHAR billing system for laps in service as well as rejections and error logs. Major Duties/Essential functions: Downloading and uploading of CBH authorizations. Processing of referrals. Processing invoices. Ensuring client eligibility. E-mail assigned staff and case managers about their clients 'evaluation appointments. Periodic Duties: Responsible for identifying alternative sites needed for expansion of services. Identifying possible requests for proposal and discuss these RFPs with Division Director of Children Services. Responsible for coordination of medical records storage. Will oversee the departments' training needs, including tracking and monitoring. Skill Requirements Excellent mathematical skills. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills Proficient in Microsoft Office Suite or related software. Type 45-55 wpm Excellent organizational skills and attention to detail. Ability to read and write in both English and Spanish. Basic understanding of clerical procedures and systems such as recordkeeping and filing Ability to work independently. Ability to apply common sense and understanding to carry out instructions furnished in written, oral, or diagram dorm. Ability to deal with problems involving several concreate variables in standardized situations. Project a positive, accommodating demeanor and a customer satisfaction-focused mindset. Demonstrate the capability and willingness to learn and implement new and ongoing processes. Exercises sound judgment in carrying out daily activities and managing any issues which arise. Able to competently utilize Microsoft Office Suite, email, EHR, and technology used in the course of job duties. Strong commitment to providing quality services to members. Requirements: Service Authorization Technician Requirement: High school diploma or GED 2 years' experience in an office setting Proficient with Microsoft office software Understanding of basic accounting, and personnel management. Experience with billing and insurance Knowledgeable with EHR Systems We are proud to be an EEO employer M/F/D/V. We maintain a drug-free workplace. COMHAR, Inc. is a not-for-profit community based health and human service organization founded in 1975. We do not discriminate in services or employment on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, past or present receipt of disability-related services or supports, marital status, veteran status, or any other class of persons protected by federal, state or local law. Compensation details: 0 Yearly Salary PI605a7c833d8a-5615
We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management. We inspire peace of mind through a transparent and repeatable investment process and frequent communication. Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions. Our company is an employee-owned SEC Registered Investment Advisor with over $6 Billion in assets under management. Transparency Collaboration Integrity Commitment Initiative Innovation Investment Advisor - Business Development Manager Position and Company Highlights: Salary: competitive base salary and bonus potential based on experience and performance Location: Houston, Texas in office Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday Benefits: Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k match 100% vested available first day, ESOP available first day, employer paid 2x annual salary life insurance Purpose of Investment Advisor - Business Development Manager: The Investment Advisor - Business Development Manager has direct responsibilities for business development, managing relationships with custodian financial consultants, penetrating call centers, wholesaling, closing business with new clients, and opening new opportunities and partnerships for business. The Business Development Manager maintains close relationships with Relationship Wealth Advisors that are the primary relationship managers after the business is closed. They may manage relationships with key clients, prospects and partners. They may also help and have input with firm wide initiatives and strategic goals. Principal Accountabilities of the Investment Advisor - Business Development Manager: Business Development: Develop new business Track and report the acquisition of net new assets and client transition Grow our network of strategic partners Implement the marketing objectives of the firm Produce and present presentations for client and prospect events Work with Regional Director and Director of Client Service Operations on firm marketing and client service initiatives Requirements for the Investment Advisor - Business Development Manager: Bachelor's Degree (required) FINRA license - Series 65/66 OR other industry designation (CFP, CFA, etc) (required) 10 years experience (preferred) Experience with Schwab and Fidelity referral programs (highly preferred) Other relationships in the Houston community (highly preferred) Dimensions of Position of the Investment Advisor - Business Development Manager: Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level of integrity and transparency. PIa64cc3efd5-
02/07/2025
Full time
We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management. We inspire peace of mind through a transparent and repeatable investment process and frequent communication. Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions. Our company is an employee-owned SEC Registered Investment Advisor with over $6 Billion in assets under management. Transparency Collaboration Integrity Commitment Initiative Innovation Investment Advisor - Business Development Manager Position and Company Highlights: Salary: competitive base salary and bonus potential based on experience and performance Location: Houston, Texas in office Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday Benefits: Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k match 100% vested available first day, ESOP available first day, employer paid 2x annual salary life insurance Purpose of Investment Advisor - Business Development Manager: The Investment Advisor - Business Development Manager has direct responsibilities for business development, managing relationships with custodian financial consultants, penetrating call centers, wholesaling, closing business with new clients, and opening new opportunities and partnerships for business. The Business Development Manager maintains close relationships with Relationship Wealth Advisors that are the primary relationship managers after the business is closed. They may manage relationships with key clients, prospects and partners. They may also help and have input with firm wide initiatives and strategic goals. Principal Accountabilities of the Investment Advisor - Business Development Manager: Business Development: Develop new business Track and report the acquisition of net new assets and client transition Grow our network of strategic partners Implement the marketing objectives of the firm Produce and present presentations for client and prospect events Work with Regional Director and Director of Client Service Operations on firm marketing and client service initiatives Requirements for the Investment Advisor - Business Development Manager: Bachelor's Degree (required) FINRA license - Series 65/66 OR other industry designation (CFP, CFA, etc) (required) 10 years experience (preferred) Experience with Schwab and Fidelity referral programs (highly preferred) Other relationships in the Houston community (highly preferred) Dimensions of Position of the Investment Advisor - Business Development Manager: Persons in this position are dedicated to building, maintaining, and supporting client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level of integrity and transparency. PIa64cc3efd5-
Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet . Project Director, Construction The University of Miami/UHealth department of Facilities has an exciting opportunity for a Full Time Project Director, Construction to work at the UHealth Medical Campus. Core Summary The Project Director, Construction (H) manages and oversees a portfolio of projects within the UHealth Vertical, reporting directly to the AVP of IPD. The Project Director, Construction (H) focuses on delivering healthcare construction projects using the Integrated Project Delivery (IPD) model, ensuring alignment with UHealth's strategic objectives and maintaining high standards of quality, budget, and schedule adherence, and promotes a culture of safety, quality, and continuous improvement within the project teams. Core Responsibilities Oversees a portfolio of IPD projects, providing strategic direction and supervision of Project Managers (PMs) and Project Coordinators (PCs). Implements and maintains program management processes and controls that ensure project alignment with organizational goals. Leads project teams, fostering collaboration, accountability, and continuous improvement. Coordinates across multiple stakeholders to develop and refine project scope, objectives, and deliverables and drive integrated solutions, optimizing outcomes for all involved parties. Manages the pre-development phase, including site selection, feasibility studies, concept design, and budgeting. Oversees the bid and permit management processes, ensuring timely and compliant submissions. Ensures robust budget and schedule management across all projects, identifying and mitigating risks proactively. Reviews and approves payment applications, ensuring alignment with project progress and contractual terms. Leads change management processes, ensuring all modifications are documented, approved, and communicated effectively. Coordinates the integration of Medical Equipment, FF&E (Furniture, Fixtures, and Equipment), and IT into the design process, ensuring they align with project objectives and standards. Facilitates the design review process, ensuring stakeholder engagement and timely approvals. Implements Target Value Design (TVD) to achieve cost and value optimization in project outcomes. Leads coordination efforts for Requests for Information (RFIs) and issue resolution to maintain project momentum. Conducts and manages OAC (Owner-Architect-Contractor) meetings, ensuring effective communication and decision-making. Oversees submittal reviews, ensuring compliance with design intent, specifications, and regulatory requirements. Ensures quality assurance through regular field inspections (with appropriate expert consultants as needed), addressing any deviations from project plans or standards. Mentors and develops PMs and PCs, fostering a culture of high performance and professional growth. Establishes and continuously assesses the effectiveness of the internal controls within the unit and compliance with University policies and procedures. Ensures employees are trained in controls within the function and on University policy and procedures. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. Core Qualifications Bachelor's degree in relevant field Minimum 10 years of relevant experience Knowledge, Skills and Attitudes: Knowledge of business and management principles. Ability to direct, manage, implement, and evaluate department operations. Ability to establish department goals and objectives that support the strategic plan. Ability to effectively plan, delegate and/or supervise the work of others. Ability to lead, motivate, develop and train others. Commitment to the University's core values. Any relevant education, certifications and/or work experience may be considered. The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more. UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for. The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information. Job Status:Full timeEmployee Type:StaffPay Grade:H18
02/07/2025
Full time
Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet . Project Director, Construction The University of Miami/UHealth department of Facilities has an exciting opportunity for a Full Time Project Director, Construction to work at the UHealth Medical Campus. Core Summary The Project Director, Construction (H) manages and oversees a portfolio of projects within the UHealth Vertical, reporting directly to the AVP of IPD. The Project Director, Construction (H) focuses on delivering healthcare construction projects using the Integrated Project Delivery (IPD) model, ensuring alignment with UHealth's strategic objectives and maintaining high standards of quality, budget, and schedule adherence, and promotes a culture of safety, quality, and continuous improvement within the project teams. Core Responsibilities Oversees a portfolio of IPD projects, providing strategic direction and supervision of Project Managers (PMs) and Project Coordinators (PCs). Implements and maintains program management processes and controls that ensure project alignment with organizational goals. Leads project teams, fostering collaboration, accountability, and continuous improvement. Coordinates across multiple stakeholders to develop and refine project scope, objectives, and deliverables and drive integrated solutions, optimizing outcomes for all involved parties. Manages the pre-development phase, including site selection, feasibility studies, concept design, and budgeting. Oversees the bid and permit management processes, ensuring timely and compliant submissions. Ensures robust budget and schedule management across all projects, identifying and mitigating risks proactively. Reviews and approves payment applications, ensuring alignment with project progress and contractual terms. Leads change management processes, ensuring all modifications are documented, approved, and communicated effectively. Coordinates the integration of Medical Equipment, FF&E (Furniture, Fixtures, and Equipment), and IT into the design process, ensuring they align with project objectives and standards. Facilitates the design review process, ensuring stakeholder engagement and timely approvals. Implements Target Value Design (TVD) to achieve cost and value optimization in project outcomes. Leads coordination efforts for Requests for Information (RFIs) and issue resolution to maintain project momentum. Conducts and manages OAC (Owner-Architect-Contractor) meetings, ensuring effective communication and decision-making. Oversees submittal reviews, ensuring compliance with design intent, specifications, and regulatory requirements. Ensures quality assurance through regular field inspections (with appropriate expert consultants as needed), addressing any deviations from project plans or standards. Mentors and develops PMs and PCs, fostering a culture of high performance and professional growth. Establishes and continuously assesses the effectiveness of the internal controls within the unit and compliance with University policies and procedures. Ensures employees are trained in controls within the function and on University policy and procedures. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. Core Qualifications Bachelor's degree in relevant field Minimum 10 years of relevant experience Knowledge, Skills and Attitudes: Knowledge of business and management principles. Ability to direct, manage, implement, and evaluate department operations. Ability to establish department goals and objectives that support the strategic plan. Ability to effectively plan, delegate and/or supervise the work of others. Ability to lead, motivate, develop and train others. Commitment to the University's core values. Any relevant education, certifications and/or work experience may be considered. The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more. UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for. The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information. Job Status:Full timeEmployee Type:StaffPay Grade:H18
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Financial Planning and Analysis Manager POSITION LOCATION Richmond, VA YOUR ROLE As a Finance team member, you'll play a key role in supporting the financial strength and flexibility that enables us to be there when our policyholders need us - now and in the future. Genworth is seeking a Financial Planning and Analysis (FP&A) Manager in our corporate finance team. Reporting to the Director of Corporate FP&A, you will own and drive high visibility analysis critical to Genworth's monthly and quarter financial close processes, support the operating plan and multi-year planning processes as well as supporting core FP&A and Investor Relations reporting and planning processes. The role offers the opportunity to work in a high exposure, fast paced environment with high exposure to corporate senior leadership. What you will be doing Be the primary owner of preparation and review of financial reporting for actual reporting (monthly & quarterly), developing driver-based variance analysis of actuals to prior periods and operating plan Work with expense analyst to identify key drivers of corporate expense variances and simplify results for reporting to senior leadership Support the global Operating Plan, and Multi-Year Planning processes Develop process documentation around key monthly and quarterly deliverables, ensuring appropriate identification of risks and controls Liaison with human resource in preparation of the annual proxy statement filing Handle quarterly process for obtaining information, calculation and reporting of variable incentive compensation funding for all business segments Support strategic business initiatives, investor relations, special projects, regulatory reporting, internal and external audit activities and inquiries independently Play a critical role managing, redesigning and improving current TM1 based reporting and budgeting Assist in a culture of continuous improvement, eliminate non-value-added activities and deliver business impact/results by identifying innovative solutions Support additional process improvements and cross functional initiatives as needed Foster and develop key relationships while working collaboratively across business segments and corporate functions What you bring Bachelor's degree in Finance, Accounting or related field 7 or more years of Finance, Accounting or investment analysis experience Very strong analytical and problem-solving skills with a demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality Strong comprehension of finaancial reports/metrics including deep understanding of income statement, balance sheet and cash flow analysis Ability to influence, gain consensus, foster support and work collaboratively within a team Results focused, proactive in nature, thrives in a fast-paced environment with ability to manage multiple and changing priorities Detail orientated and organized given tight deadlines and workloads Excellent communication and presentation skills with the ability to simplify complex topics into clear, understandable communications Ability to work independently and being comfortable with ambiguity and figuring things out Ability to design and implement solutions while successfully managing change with process owners up to and including members of the Executive Council Advanced PC Skills including MS Office Nice to have Advanced degree in finance, accounting or management Insurance industry knowledge, particularly life insurance or long-term care insurance Chart of Accounts knowledge Experience with Oracle Financials, IBM TM1 Project management experience Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
02/07/2025
Full time
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Financial Planning and Analysis Manager POSITION LOCATION Richmond, VA YOUR ROLE As a Finance team member, you'll play a key role in supporting the financial strength and flexibility that enables us to be there when our policyholders need us - now and in the future. Genworth is seeking a Financial Planning and Analysis (FP&A) Manager in our corporate finance team. Reporting to the Director of Corporate FP&A, you will own and drive high visibility analysis critical to Genworth's monthly and quarter financial close processes, support the operating plan and multi-year planning processes as well as supporting core FP&A and Investor Relations reporting and planning processes. The role offers the opportunity to work in a high exposure, fast paced environment with high exposure to corporate senior leadership. What you will be doing Be the primary owner of preparation and review of financial reporting for actual reporting (monthly & quarterly), developing driver-based variance analysis of actuals to prior periods and operating plan Work with expense analyst to identify key drivers of corporate expense variances and simplify results for reporting to senior leadership Support the global Operating Plan, and Multi-Year Planning processes Develop process documentation around key monthly and quarterly deliverables, ensuring appropriate identification of risks and controls Liaison with human resource in preparation of the annual proxy statement filing Handle quarterly process for obtaining information, calculation and reporting of variable incentive compensation funding for all business segments Support strategic business initiatives, investor relations, special projects, regulatory reporting, internal and external audit activities and inquiries independently Play a critical role managing, redesigning and improving current TM1 based reporting and budgeting Assist in a culture of continuous improvement, eliminate non-value-added activities and deliver business impact/results by identifying innovative solutions Support additional process improvements and cross functional initiatives as needed Foster and develop key relationships while working collaboratively across business segments and corporate functions What you bring Bachelor's degree in Finance, Accounting or related field 7 or more years of Finance, Accounting or investment analysis experience Very strong analytical and problem-solving skills with a demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality Strong comprehension of finaancial reports/metrics including deep understanding of income statement, balance sheet and cash flow analysis Ability to influence, gain consensus, foster support and work collaboratively within a team Results focused, proactive in nature, thrives in a fast-paced environment with ability to manage multiple and changing priorities Detail orientated and organized given tight deadlines and workloads Excellent communication and presentation skills with the ability to simplify complex topics into clear, understandable communications Ability to work independently and being comfortable with ambiguity and figuring things out Ability to design and implement solutions while successfully managing change with process owners up to and including members of the Executive Council Advanced PC Skills including MS Office Nice to have Advanced degree in finance, accounting or management Insurance industry knowledge, particularly life insurance or long-term care insurance Chart of Accounts knowledge Experience with Oracle Financials, IBM TM1 Project management experience Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
Overview: RiverWoods is seeking an individual to join our team as a Capital Projects Manager! Working closely with the local RiverWoods communities, the Capital Projects Manager is responsible for providing critical support to the Senior Director of Capital Development and the onsite community teams. Core job responsibilities include but are not limited to: Vendor networking/evaluation and project management support, across the System, with a focus on serving as a key resource providing direct support to the Facilities and Environmental Services teams. We are seeking someone with excellent technical skills, a cooperative and supportive leadership style, and will have a passion for providing exceptional services to our residents and staff. Benefits: Competitive Pay! Medical and Dental Insurance, within 30 days of starting employment 403(b) Retirement plan with a company match Earned Time off, start at 15 days 6 Paid Holidays, 4 Personal Days Wellness Programs Get paid daily! We've partnered with DailyPay, so you can work today and get paid tomorrow. On-site fitness opportunities Employee meal program Education assistance Responsibilities: Provide the highest level of quality support and guidance to assist the Senior Director of Capital Development and the System communities. Develop a formalized Request for Proposal (RFP) template and standardized cost/benefit scorecard. Enhance the approach to evaluate outside vendors, with a focus on continued networking to ensure we maintain a strong "stable" of vetted contractors. Facilitate initial vendor introductions/meetings and eventual handoff to the Facilities/Environmental Services teams. Work in conjunction with the Senior Director of Capital Development/external construction consultants to provide critical onsite quality assurance & misc. project management support as needed from preconstruction through closeout. Develop an internal punch-list inspection template to supplement the existing protocols of external service providers, general contractors and construction consultants. Serve as the owner's representative to provide ongoing warranty management support for completed projects post-delivery. Take an active role collaborating with outside architects and engineers to review and analyze as built and development/design plans, submittals, RFI's, etc. with a focus on ensuring compliance and identifying potential inconsistencies. Serve as a conduit between the Senior Director of Capital Development/Finance Team and the Sales/Marketing/Facilities teams responsible for the review, approval and expense tracking related to the apartment refurbishment process. Assist the Senior Director of Capital Development with the monthly evaluation of ongoing open projects throughout the system, through a combination of administrative support and onsite progress management check-ins. Work in conjunction with the Senior Director of Capital Development to oversee the development of all annual capital expenditure budgets. Responsibilities will include partnering with the onsite community teams to identify key future projects and facilitating the acquisition of formal proposals and expense estimates. Build relationships and collaborate across the System. Model a Continuous Improvement mindset; seek efficiencies and process improvement. Qualifications: Minimum 3-5 years of experience in a construction management role. Supervisory capacity preferred. An undergraduate degree, preferably in operations management, business administration and/or engineering. Minimum of four (4) years project management experience with demonstrated business improvement success, strong proficiency with Microsoft Office software applications as well as project management software. Make a difference while making a living in an award-winning independent retirement community where your work helps change lives for the better every day. You have the opportunity to create connections and provide support with our residents. RiverWoods Group: Northern New England's Largest Family of CCRCs Three Communities, One Philosophy: Providing Community and Peace of Mind Since 1994, every day we honor our founding premise: we are here to make things better. Everyone who works here, who serves on our board, who comes to live at one of our communities is connected to this concept. We are about making things better for people, every day. We believe that growing older should enhance, not diminish, the opportunity for a productive and rewarding life. Each member of our team plays a critical role in achieving our mission: to create community and provide peace of mind to our residents. At RiverWoods, you will have the opportunity to work in a bright, attractive and vibrant community and enjoy a thriving long-term career.
02/06/2025
Full time
Overview: RiverWoods is seeking an individual to join our team as a Capital Projects Manager! Working closely with the local RiverWoods communities, the Capital Projects Manager is responsible for providing critical support to the Senior Director of Capital Development and the onsite community teams. Core job responsibilities include but are not limited to: Vendor networking/evaluation and project management support, across the System, with a focus on serving as a key resource providing direct support to the Facilities and Environmental Services teams. We are seeking someone with excellent technical skills, a cooperative and supportive leadership style, and will have a passion for providing exceptional services to our residents and staff. Benefits: Competitive Pay! Medical and Dental Insurance, within 30 days of starting employment 403(b) Retirement plan with a company match Earned Time off, start at 15 days 6 Paid Holidays, 4 Personal Days Wellness Programs Get paid daily! We've partnered with DailyPay, so you can work today and get paid tomorrow. On-site fitness opportunities Employee meal program Education assistance Responsibilities: Provide the highest level of quality support and guidance to assist the Senior Director of Capital Development and the System communities. Develop a formalized Request for Proposal (RFP) template and standardized cost/benefit scorecard. Enhance the approach to evaluate outside vendors, with a focus on continued networking to ensure we maintain a strong "stable" of vetted contractors. Facilitate initial vendor introductions/meetings and eventual handoff to the Facilities/Environmental Services teams. Work in conjunction with the Senior Director of Capital Development/external construction consultants to provide critical onsite quality assurance & misc. project management support as needed from preconstruction through closeout. Develop an internal punch-list inspection template to supplement the existing protocols of external service providers, general contractors and construction consultants. Serve as the owner's representative to provide ongoing warranty management support for completed projects post-delivery. Take an active role collaborating with outside architects and engineers to review and analyze as built and development/design plans, submittals, RFI's, etc. with a focus on ensuring compliance and identifying potential inconsistencies. Serve as a conduit between the Senior Director of Capital Development/Finance Team and the Sales/Marketing/Facilities teams responsible for the review, approval and expense tracking related to the apartment refurbishment process. Assist the Senior Director of Capital Development with the monthly evaluation of ongoing open projects throughout the system, through a combination of administrative support and onsite progress management check-ins. Work in conjunction with the Senior Director of Capital Development to oversee the development of all annual capital expenditure budgets. Responsibilities will include partnering with the onsite community teams to identify key future projects and facilitating the acquisition of formal proposals and expense estimates. Build relationships and collaborate across the System. Model a Continuous Improvement mindset; seek efficiencies and process improvement. Qualifications: Minimum 3-5 years of experience in a construction management role. Supervisory capacity preferred. An undergraduate degree, preferably in operations management, business administration and/or engineering. Minimum of four (4) years project management experience with demonstrated business improvement success, strong proficiency with Microsoft Office software applications as well as project management software. Make a difference while making a living in an award-winning independent retirement community where your work helps change lives for the better every day. You have the opportunity to create connections and provide support with our residents. RiverWoods Group: Northern New England's Largest Family of CCRCs Three Communities, One Philosophy: Providing Community and Peace of Mind Since 1994, every day we honor our founding premise: we are here to make things better. Everyone who works here, who serves on our board, who comes to live at one of our communities is connected to this concept. We are about making things better for people, every day. We believe that growing older should enhance, not diminish, the opportunity for a productive and rewarding life. Each member of our team plays a critical role in achieving our mission: to create community and provide peace of mind to our residents. At RiverWoods, you will have the opportunity to work in a bright, attractive and vibrant community and enjoy a thriving long-term career.
Director of Sales We, Residence Inn & Fairfield San Jose North - Silicon Valley are looking for a dedicated and committed Director of Sales to lead our team in exceeding expectations and supporting property-wide initiatives. What will you do? Generate top-line revenue to meet or exceed budget expectations. Identify and target new business opportunities by soliciting, negotiating, and creating corporate sales accounts. Build and maintain strong relationships with existing corporate clients for two properties. Lead the Sales team, including the Sales and Events Manager and Sales Coordinator. Work closely with the General Manager and Corporate Sales Leader to develop effective business and marketing plans. Make outside sales calls, qualify leads, and pursue prospects from various sources, including cold calls, sales blitzes, and networking events. Properly utilize tools such as MarRFP, MAMS, SalesPro, and other brand and corporate sales platforms. Cultivate new lead sources and network with prospects to identify decision-makers. Conduct sales calls, meetings, and site visits to promote services and facilities. Monitor production of top accounts and analyze market trends for growth opportunities. Ensure a professional presence through participation in client, guest, and community events. Collaborate with the marketing team to maintain the hotel's social media presence and develop promotional campaigns. Provide customer satisfaction by using the L.E.A.R.N model for guest recovery incidents. Maintain accurate sales files and reports, ensuring quality assurance standards are met. About you: Experience: 35 years in a sales role within the hospitality industry, preferably hotels or resorts. Proven track record of achieving sales targets, strong negotiation skills, and familiarity with local market trends. Proficiency in CRM tools and Microsoft Office Suite. Education: Bachelor's degree in Business Administration, Marketing, Hospitality Management, or a related field is preferred. Strong leadership skills, with experience managing and mentoring sales teams. What's in it for you? Enjoy great discounts on hotels, restaurants, and more, along with career advancement opportunities and the chance to work with a team that values creativity, teamwork, and collaboration. About Us: We are an equal opportunity employer and value diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Unmatched opportunities await you! The next step in your career could lead to your greatest adventure. Click the "Apply" button to get started.
02/06/2025
Full time
Director of Sales We, Residence Inn & Fairfield San Jose North - Silicon Valley are looking for a dedicated and committed Director of Sales to lead our team in exceeding expectations and supporting property-wide initiatives. What will you do? Generate top-line revenue to meet or exceed budget expectations. Identify and target new business opportunities by soliciting, negotiating, and creating corporate sales accounts. Build and maintain strong relationships with existing corporate clients for two properties. Lead the Sales team, including the Sales and Events Manager and Sales Coordinator. Work closely with the General Manager and Corporate Sales Leader to develop effective business and marketing plans. Make outside sales calls, qualify leads, and pursue prospects from various sources, including cold calls, sales blitzes, and networking events. Properly utilize tools such as MarRFP, MAMS, SalesPro, and other brand and corporate sales platforms. Cultivate new lead sources and network with prospects to identify decision-makers. Conduct sales calls, meetings, and site visits to promote services and facilities. Monitor production of top accounts and analyze market trends for growth opportunities. Ensure a professional presence through participation in client, guest, and community events. Collaborate with the marketing team to maintain the hotel's social media presence and develop promotional campaigns. Provide customer satisfaction by using the L.E.A.R.N model for guest recovery incidents. Maintain accurate sales files and reports, ensuring quality assurance standards are met. About you: Experience: 35 years in a sales role within the hospitality industry, preferably hotels or resorts. Proven track record of achieving sales targets, strong negotiation skills, and familiarity with local market trends. Proficiency in CRM tools and Microsoft Office Suite. Education: Bachelor's degree in Business Administration, Marketing, Hospitality Management, or a related field is preferred. Strong leadership skills, with experience managing and mentoring sales teams. What's in it for you? Enjoy great discounts on hotels, restaurants, and more, along with career advancement opportunities and the chance to work with a team that values creativity, teamwork, and collaboration. About Us: We are an equal opportunity employer and value diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Unmatched opportunities await you! The next step in your career could lead to your greatest adventure. Click the "Apply" button to get started.
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
02/06/2025
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
02/05/2025
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
Tennessee Hospital Association
Brentwood, Tennessee
We have hybrid work arrangement. EOE: race/color/religion/sex/sexual orientation/gender identity/national origin/disability/vet JOB SUMMARY: THA human resources lead. Oversees talent management for the organization, including managing recruitment, hiring, onboarding, evaluation, professional development, promotion, and separation processes. Ensures organizational compliance with current employment laws and regulations by staying abreast of changes, coordinating trainings, and recommending updates to employee policies. Works with the CFO to choose employee benefits and serves as the employee benefits representative with employees. ESSENTIAL FUNCTIONS OF THE JOB : 1. The ability to adapt to a changing work environment and meet challenges presented throughout the day. 2. Responsible for human resources functions for THA's employees. 3. Works with the CFO to choose employee benefits and serves as the employee benefits representative with employees. 4. Responsible for staying up to date on human resource requirements to ensure THA compliance with current laws and regulations. 5. Works directly with outside HR counsel to revise forms and policies and handle employee issues in compliance with all laws. 6. Contacts appropriate individuals to resolve internal personnel matters to ensure the best possible resolution. 7. Assists in hiring highly qualified staff in a timely manner, working with the hiring manager to determine where to place job postings and review resumes received. Conducts initial interviews; develops and administers computer skill tests, as appropriate; and schedules follow-up interviews with the respective manager. 8. Coordinates employee onboarding and terminations with appropriate staff. 9. Ensures new and existing employees complete legally and internally required forms. 10. Maintains employee personnel records in compliance with current laws. 11. Ensures compliance with Family and Medical Leave Act requirements and processes required forms. 12. Coordinates staff 90-day performance reviews and salary information to supervisors of staff that participates in the incentive plan. 13. Works with supervisors to ensure compliance with the Americans with Disabilities Act. 14. Ensures required employment posters are displayed in compliance with current laws. 15. In the absence of the Human Resources Coordinator, reviews staff timesheets and ensures forms are submitted to accounting correctly reflecting overtime in compliance with the Fair Labor Standards Act and time off in compliance with THA policies. 16. Initiates and drafts updates for the THA Employee Handbook . 17. Conducts RFP and carries out activities to provide required data so THA employee salary reviews can be completed for maintaining competitive salaries and THA salary ranges can be periodically updated. 18. Serves as administrator of the HR Information System. 19. Serves as the Title VI coordinator. 20. Works with appropriate staff to create original and coordinates with Director of Operations to maintain all employee job descriptions. 21. Responsible for the association's safety plan and related activities to ensure employee safety and compliance with laws and regulations. 22. Selects vendor for employee service award program and manages employee service award program to recognize employee's tenure. 23. Makes presentations to staff on HR policy changes, etc. 24. Coordinates with Marketplace Chaplains to provide relevant information and monitor program utilization and employee feedback. 25. Must be available in the office during regular office hours unless job responsibilities require otherwise, or hybrid work arrangement is in place. ORGANIZATIONAL STRUCTURE: (Positions reporting directly to this position.) Human Resources Coordinator: A shared position that works with the Vice President of Human Resources to fulfill human resources functions. GUIDANCE & DIRECTION: (Policies, precedents or procedures that guide this work.) 1. THA Employee Handbook. 2. Applicable state and federal laws and regulations 3. Recommendations from outside Human Resources attorney and consultants. Educational and Experience Requirements Needed to Perform the Duties of the Job: Bachelor's degree plus six years' experience in a position with human resources responsibilities or master's degree and four years of related experience. Skills Required to Perform the Duties of the Job: 1. Strong interpersonal abilities. 2. The ability to carry out multiple projects concurrently. 3. Must be highly skilled and experienced in Microsoft computer programs, including Word and Excel and be able to access information in THA's CRM database. 4. Must be able to effectively use the THA HR information system. 5. Exceptional organization and management skills. 6. Must be trustworthy and have the ability to maintain confidential information. PIc876d5-
02/05/2025
Full time
We have hybrid work arrangement. EOE: race/color/religion/sex/sexual orientation/gender identity/national origin/disability/vet JOB SUMMARY: THA human resources lead. Oversees talent management for the organization, including managing recruitment, hiring, onboarding, evaluation, professional development, promotion, and separation processes. Ensures organizational compliance with current employment laws and regulations by staying abreast of changes, coordinating trainings, and recommending updates to employee policies. Works with the CFO to choose employee benefits and serves as the employee benefits representative with employees. ESSENTIAL FUNCTIONS OF THE JOB : 1. The ability to adapt to a changing work environment and meet challenges presented throughout the day. 2. Responsible for human resources functions for THA's employees. 3. Works with the CFO to choose employee benefits and serves as the employee benefits representative with employees. 4. Responsible for staying up to date on human resource requirements to ensure THA compliance with current laws and regulations. 5. Works directly with outside HR counsel to revise forms and policies and handle employee issues in compliance with all laws. 6. Contacts appropriate individuals to resolve internal personnel matters to ensure the best possible resolution. 7. Assists in hiring highly qualified staff in a timely manner, working with the hiring manager to determine where to place job postings and review resumes received. Conducts initial interviews; develops and administers computer skill tests, as appropriate; and schedules follow-up interviews with the respective manager. 8. Coordinates employee onboarding and terminations with appropriate staff. 9. Ensures new and existing employees complete legally and internally required forms. 10. Maintains employee personnel records in compliance with current laws. 11. Ensures compliance with Family and Medical Leave Act requirements and processes required forms. 12. Coordinates staff 90-day performance reviews and salary information to supervisors of staff that participates in the incentive plan. 13. Works with supervisors to ensure compliance with the Americans with Disabilities Act. 14. Ensures required employment posters are displayed in compliance with current laws. 15. In the absence of the Human Resources Coordinator, reviews staff timesheets and ensures forms are submitted to accounting correctly reflecting overtime in compliance with the Fair Labor Standards Act and time off in compliance with THA policies. 16. Initiates and drafts updates for the THA Employee Handbook . 17. Conducts RFP and carries out activities to provide required data so THA employee salary reviews can be completed for maintaining competitive salaries and THA salary ranges can be periodically updated. 18. Serves as administrator of the HR Information System. 19. Serves as the Title VI coordinator. 20. Works with appropriate staff to create original and coordinates with Director of Operations to maintain all employee job descriptions. 21. Responsible for the association's safety plan and related activities to ensure employee safety and compliance with laws and regulations. 22. Selects vendor for employee service award program and manages employee service award program to recognize employee's tenure. 23. Makes presentations to staff on HR policy changes, etc. 24. Coordinates with Marketplace Chaplains to provide relevant information and monitor program utilization and employee feedback. 25. Must be available in the office during regular office hours unless job responsibilities require otherwise, or hybrid work arrangement is in place. ORGANIZATIONAL STRUCTURE: (Positions reporting directly to this position.) Human Resources Coordinator: A shared position that works with the Vice President of Human Resources to fulfill human resources functions. GUIDANCE & DIRECTION: (Policies, precedents or procedures that guide this work.) 1. THA Employee Handbook. 2. Applicable state and federal laws and regulations 3. Recommendations from outside Human Resources attorney and consultants. Educational and Experience Requirements Needed to Perform the Duties of the Job: Bachelor's degree plus six years' experience in a position with human resources responsibilities or master's degree and four years of related experience. Skills Required to Perform the Duties of the Job: 1. Strong interpersonal abilities. 2. The ability to carry out multiple projects concurrently. 3. Must be highly skilled and experienced in Microsoft computer programs, including Word and Excel and be able to access information in THA's CRM database. 4. Must be able to effectively use the THA HR information system. 5. Exceptional organization and management skills. 6. Must be trustworthy and have the ability to maintain confidential information. PIc876d5-
RIX Industries is a technology-focused company specializing in the design, development and manufacturing of gas generation systems, precision compressor solutions, and cryogenic cooling technologies for critical applications in Marine, Aerospace, Land, Energy, Industrial, Medical, and Critical Infrastructure markets. Founded in 1878, the company is headquartered in Benicia, CA, and operates additional facilities in Sparks, NV and Rockville, CA. Position Summary The Manufacturing Engineering Manager (MEM) is primarily responsible for leading the Manufacturing Engineering function at RIX Industries. The role will lead the development of all Manufacturing Engineering functional processes, tools, and resources. This position is primarily accountable for facilitating maximum efficiency in all manufacturing processes while fostering a culture of safety, continuous improvement, and operational excellence. Responsibilities • The MEM is responsible for driving increased production efficiency and a continuous improvement culture. In particular, an emphasis on process first pass yield and rework prevention is paramount. • Leads the development and continuous refinement of Manufacturing Engineering functional processes and tool sets. • Supervises direct reporting Manufacturing Engineers by organizing functional priorities, assigning project responsibilities, enabling progress, and promoting their professional development. • Contributes to the Operations Department long and short-term planning, particularly as it pertains to optimizing manufacturing efficiency, capabilities and capacities. • Identifies capital equipment investment opportunities and develops investment plans to support their implementation (ROI). • Establishes and monitors key performance indicators (KPIs) to measure manufacturing process efficiency, including cycle time, productivity, FPY, and scrap rates. • Prepares and manages the Manufacturing Engineering department budget, including cost tracking and forecasting. • Leads the ME Department's involvement in the New Product Introduction (NPI) process, ensuring that all facets of Production Readiness are well developed, on time, and are proven to satisfy the production program requirements. This leadership includes both continuing improvement of the generic NPI process, as well as facilitating project level involvement. • Promotes an effective Interface with design engineering on new and existing products, influencing designs toward a more producible, more easily assembled configuration. • Oversees the development, documentation and optimization of manufacturing and assembly processes including work instructions, work cell designs, tools, and fixtures. • Assist in evaluation of equipment to ensure compliance with safety and environmental regulations. • Audit or monitor work in-progress to ensure conformance to set labor standards and to identify opportunities for improvement. • Trouble shoot process and equipment issues and implement appropriate remedies. • Coordinates with the quality team to ensure timely and accurate completion of activities related to MRRs, CARS, and other quality processes, including providing technical support and direction for rework activities. • Coordinates and ensures completion of all activities related to implementation of Engineering Changes; ensures that BOMs and routings are up-to-date and are optimized to the design intent. • Implements Lean Manufacturing and Six Sigma methodologies to reduce waste, improve flow, and enhance production quality, serving as one of the company's champions for Lean initiatives and driving organization-wide adoption. • Fosters a positive and inclusive team culture, focusing on employee engagement, retention, and skill development. • Ensures manufacturing processes align with customer requirements for quality, delivery, and cost. • Provide training to production associates as necessary. • Establish preventive maintenance schedules for equipment and tooling assigned to specified production. • Facilitate and ensure effective communication between the various RIX functions and the Manufacturing Engineering staff. • Perform all other duties in the best interest of the company or as directed by the Director of Manufacturing Operations. Minimum Qualifications • Bachelor's degree in industrial, Manufacturing, or Mechanical Engineering from an accredited college or university, and a minimum of 7 years of relevant work experience in a manufacturing or industrial engineering role. • Green Belt or higher qualification in Lean Six Sigma or a similar process improvement methodology. • Working knowledge of machine design and GD&T dimensioning. • Working knowledge of detail part manufacturing, assembly processes and production workflow planning. • Advanced understanding of Bill of Material (BOM) structuring and routings. • Outstanding critical thinking, analytical and problem-solving skills, including a high-level of ingenuity and creativity. • Basic computer skills with the ability to adapt to a variety of software applications (including Autodesk-Inventor, Visio, Excel, and Project). • Familiarity with and ability to perform basic cost accounting calculations such as ROI, NPV, and Cost of Goods. • Ability to communicate with others to exchange information both orally and in writing. • Solid understanding of algebra and geometry, ability to apply advanced mathematical concepts such as exponents, logarithms, polynomial equations, and differential calculus. • Understanding of mechanisms and how the parts interrelate in an assembly. • Ability to travel up to 25% of the time. • Citizenship: U.S. Citizen or qualified U.S. Person in accordance with ALU 22CFR 120.15. May require the ability to obtain DOD security clearance. Preferred Qualifications • Experience implementing Lean manufacturing practices. • Specific experience in the manufacture of complex machinery, and particularly promoting Design for Manufacture/Design for Assembly principles. • Familiarity with basic business finance principles. Physical Requirements & Work Environment This position is regularly exposed to the following conditions: • Manufacturing, warehouse, and office environments • While working near moving equipment, mechanical parts and lift trucks; must have the ability to follow safe operating procedures. • May be exposed to loud noise, fumes and/or toxic chemicals. Must have the following physical abilities: • Ability to stoop, kneel, crouch, bend, stretch, reach, and lift. • Ability to lift to 50 pounds regularly. • Ability to sit or stand for extended periods at a desk or table as well as machine tools or printers. PIe9408b3e344b-3639
02/05/2025
Full time
RIX Industries is a technology-focused company specializing in the design, development and manufacturing of gas generation systems, precision compressor solutions, and cryogenic cooling technologies for critical applications in Marine, Aerospace, Land, Energy, Industrial, Medical, and Critical Infrastructure markets. Founded in 1878, the company is headquartered in Benicia, CA, and operates additional facilities in Sparks, NV and Rockville, CA. Position Summary The Manufacturing Engineering Manager (MEM) is primarily responsible for leading the Manufacturing Engineering function at RIX Industries. The role will lead the development of all Manufacturing Engineering functional processes, tools, and resources. This position is primarily accountable for facilitating maximum efficiency in all manufacturing processes while fostering a culture of safety, continuous improvement, and operational excellence. Responsibilities • The MEM is responsible for driving increased production efficiency and a continuous improvement culture. In particular, an emphasis on process first pass yield and rework prevention is paramount. • Leads the development and continuous refinement of Manufacturing Engineering functional processes and tool sets. • Supervises direct reporting Manufacturing Engineers by organizing functional priorities, assigning project responsibilities, enabling progress, and promoting their professional development. • Contributes to the Operations Department long and short-term planning, particularly as it pertains to optimizing manufacturing efficiency, capabilities and capacities. • Identifies capital equipment investment opportunities and develops investment plans to support their implementation (ROI). • Establishes and monitors key performance indicators (KPIs) to measure manufacturing process efficiency, including cycle time, productivity, FPY, and scrap rates. • Prepares and manages the Manufacturing Engineering department budget, including cost tracking and forecasting. • Leads the ME Department's involvement in the New Product Introduction (NPI) process, ensuring that all facets of Production Readiness are well developed, on time, and are proven to satisfy the production program requirements. This leadership includes both continuing improvement of the generic NPI process, as well as facilitating project level involvement. • Promotes an effective Interface with design engineering on new and existing products, influencing designs toward a more producible, more easily assembled configuration. • Oversees the development, documentation and optimization of manufacturing and assembly processes including work instructions, work cell designs, tools, and fixtures. • Assist in evaluation of equipment to ensure compliance with safety and environmental regulations. • Audit or monitor work in-progress to ensure conformance to set labor standards and to identify opportunities for improvement. • Trouble shoot process and equipment issues and implement appropriate remedies. • Coordinates with the quality team to ensure timely and accurate completion of activities related to MRRs, CARS, and other quality processes, including providing technical support and direction for rework activities. • Coordinates and ensures completion of all activities related to implementation of Engineering Changes; ensures that BOMs and routings are up-to-date and are optimized to the design intent. • Implements Lean Manufacturing and Six Sigma methodologies to reduce waste, improve flow, and enhance production quality, serving as one of the company's champions for Lean initiatives and driving organization-wide adoption. • Fosters a positive and inclusive team culture, focusing on employee engagement, retention, and skill development. • Ensures manufacturing processes align with customer requirements for quality, delivery, and cost. • Provide training to production associates as necessary. • Establish preventive maintenance schedules for equipment and tooling assigned to specified production. • Facilitate and ensure effective communication between the various RIX functions and the Manufacturing Engineering staff. • Perform all other duties in the best interest of the company or as directed by the Director of Manufacturing Operations. Minimum Qualifications • Bachelor's degree in industrial, Manufacturing, or Mechanical Engineering from an accredited college or university, and a minimum of 7 years of relevant work experience in a manufacturing or industrial engineering role. • Green Belt or higher qualification in Lean Six Sigma or a similar process improvement methodology. • Working knowledge of machine design and GD&T dimensioning. • Working knowledge of detail part manufacturing, assembly processes and production workflow planning. • Advanced understanding of Bill of Material (BOM) structuring and routings. • Outstanding critical thinking, analytical and problem-solving skills, including a high-level of ingenuity and creativity. • Basic computer skills with the ability to adapt to a variety of software applications (including Autodesk-Inventor, Visio, Excel, and Project). • Familiarity with and ability to perform basic cost accounting calculations such as ROI, NPV, and Cost of Goods. • Ability to communicate with others to exchange information both orally and in writing. • Solid understanding of algebra and geometry, ability to apply advanced mathematical concepts such as exponents, logarithms, polynomial equations, and differential calculus. • Understanding of mechanisms and how the parts interrelate in an assembly. • Ability to travel up to 25% of the time. • Citizenship: U.S. Citizen or qualified U.S. Person in accordance with ALU 22CFR 120.15. May require the ability to obtain DOD security clearance. Preferred Qualifications • Experience implementing Lean manufacturing practices. • Specific experience in the manufacture of complex machinery, and particularly promoting Design for Manufacture/Design for Assembly principles. • Familiarity with basic business finance principles. Physical Requirements & Work Environment This position is regularly exposed to the following conditions: • Manufacturing, warehouse, and office environments • While working near moving equipment, mechanical parts and lift trucks; must have the ability to follow safe operating procedures. • May be exposed to loud noise, fumes and/or toxic chemicals. Must have the following physical abilities: • Ability to stoop, kneel, crouch, bend, stretch, reach, and lift. • Ability to lift to 50 pounds regularly. • Ability to sit or stand for extended periods at a desk or table as well as machine tools or printers. PIe9408b3e344b-3639
The City of Lake Worth Beach invites qualified individuals to apply for the position of Assistant Director of Water Utilities. Closing: Open Until Filled This position is exempt with an annual salary of $96,255 to $129,375. This position will work at the Water Treatment Plant located at 301 College Street, Lake Worth Beach, FL 33460. In addition, this position offers: Vacation and Sick Leave Accruals 14 Paid Holidays City of Lake Worth Beach Medical Benefits that include Life Insurance, Dental and Vision coverage Retirement Plan SUMMARY: This is a highly responsible exempt-level managerial and professional engineering position containing work in planning, budgeting, designing, constructing, directing, coordinating and conducting the City's Water Utilities Department, including the water system, local sewer system, regional sewer system, and stormwater system at the direction of the Water Utilities Director. This is highly advanced management and professional engineering work of advanced complexity, involving the public, regulatory agencies, other municipalities, consultants and contractors involved with department operations and major capital projects. Work assignments require the application of advanced project engineering and construction management skills and considerable use of independent judgment. Under the direction of the Water Utility Director, this employee performs highly complex assignments requiring the exercise of extensive initiative and independent judgment in assuring that water utility functions are accomplished in accordance with policy guidance contained in the City Charter, Ordinances and Resolutions, policies and procedures manual, standard operating procedures, collective bargaining agreements, and as directed by the City Manager and administrative superiors. The employee must apply managerial and professional engineering experience and engineering knowledge in planning water utility activities, long-range and short-range planning for the capital improvement projects (CIP) of the department, developing engineering standards, and maintaining policies and procedures to improve water utility administration. ESSENTIAL DUTIES AND RESPONSIBILITIES: The Assistant Director of Water Utilities will assist the Director of Water Utilities in the engineering, planning, administration, management and operation of all facets of the department. Assists with development and maintenance of department policies, procedures and design standards. Evaluates Water Production, Water Treatment, Water Distribution, Regional Sewer, Local Sewer, and Stormwater systems for adequacy and long-term goals and objectives. Assists with the development and implementation of the Water Utility Emergency Management Plan. Plans and manages the design and construction of capital projects related to the water, sewer, and stormwater systems. Prepares plans and contract documents for capital improvements projects, to be completed by contract or in-house personnel. Reviews construction plans for contracted improvement projects prepared by consulting engineering firms. Negotiates and administers contracts, amendments, change orders, and payments for design and construction projects. Oversees and inspects construction work in progress to ensure compliance with contract documents and policy. Prepares engineering analyses of some difficulty. Serves as direct supervisor and mentor for Water Utility Engineer. Oversees and assists Water Utility Engineer in the review of site plan submittals for water, sewer and drainage compliance, and attends Site Plan Review Committee meetings and development pre application meetings. Oversees and assists Water Utility Engineer in the review of building and right-of-way permits for water, sewer and drainage compliance. Coordinates new utility service and installations with developers, engineers and property owners. Responds to utility availability requests and easement consent form requests. Communicates with the public both orally and in writing. Responds to common inquiries and complaints. Coordinates utility conflicts with other agencies, including Palm Beach County, FDOT, FPU, AT&T and other municipalities as well as other City of Lake Worth Beach Departments. Coordinates compliance of current water use permit and future water use plan with South Florida Water Management District. Assists in the preparation of Agenda Items for City Commission meetings. Prepares reports to City Commission when appropriate. Maintains Water and Sewer Approved Products List and evaluates submittals from vendors for consideration. Coordinates all system changes and improvements in GIS, and updates Water Utilities information for the City website. Oversees the ordering of necessary equipment, materials, supplies and chemicals within budgetary guidelines. Assists in preparing departmental budget estimates by assembling and preparing data, reports, and cost estimates. Attends public meetings and networks with civic and professional groups and other governmental agencies. Serves as East Central Regional Wastewater Treatment Facility Alternate Board Member and attends Board meetings in Director's absence. Acts as responsible authority when director is not available and attends commission meetings in Director's absence. Performs other duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive knowledge of engineering principles and practices related to water, sewer and stormwater utility operations and capital projects. Knowledge of administration, organization and management practices. Knowledge of local, state and federal laws and regulations relating to water, stormwater and sewer utilities. Ability to manage all activities of a water, stormwater and sewer utility for the municipality. Ability to prepare concise, meaningful and timely oral and written reports and recommendations in a clear and logical manner with substantive supporting documents and analyses. Ability to supervise and train employees in performing the varied activities in management and supervision of water and sewer utilities. Ability to establish and maintain effective working relationships with other employees, officials and the general public. Ability to explain technical practices and procedures in simple, non-technical language. Ability to effectively and efficiently utilize computers, including basic Microsoft Office programs such as Outlook (e-mail, calendar), Word, Excel and PowerPoint; ArcGIS; and AutoCAD. EDUCATION AND EXPERIENCE: Bachelor of Science in Civil, Mechanical or Environmental Engineering degree from an Accreditation Board for Engineering and Technology (ABET) accredited educational institution. Minimum 5 years applicable engineering work experience. A Master's Degree in an appropriate field from an accredited college or university may be substituted for one (1) year of required engineering work experience. COMPUTER SKILLS: Experience working in the following softwares: AutoCAD, ArcGIS, PowerPoint, Microsoft Project, Excel, and Word CERTIFICATIONS AND LICENSES: Valid Florida professional engineering license in a related field. Valid Florida driver's license. FEMA NIMS Certifications in 100, 200, 300, 400, 700 and 800 (can be completed after hire) Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work requires frequent field inspection trips involving walking, standing, climbing and working around construction sites, water treatment plants, well sites, water distribution piping, sewage collections systems and sewage pump stations. PROCEDURE FOR APPLYING: Interested parties should forward a completed application packages to: City of Lake Worth Beach Attn: Human Resources 7 N. Dixie Highway Lake Worth, FL 33460 Or visit our website at: City of Lake Worth Beach, Florida Each application package should include the following: • Resume of previous work experience and cover letter summarizing relevant experience • City of Lake Worth Beach Application Applicants for positions with the City of Lake Worth Beach should know and be aware of the following: Please note incomplete applications will not be considered. Applications will be received until the position is filled. Submission of an application does not guarantee the applicant an interview. . click apply for full job details
02/04/2025
Full time
The City of Lake Worth Beach invites qualified individuals to apply for the position of Assistant Director of Water Utilities. Closing: Open Until Filled This position is exempt with an annual salary of $96,255 to $129,375. This position will work at the Water Treatment Plant located at 301 College Street, Lake Worth Beach, FL 33460. In addition, this position offers: Vacation and Sick Leave Accruals 14 Paid Holidays City of Lake Worth Beach Medical Benefits that include Life Insurance, Dental and Vision coverage Retirement Plan SUMMARY: This is a highly responsible exempt-level managerial and professional engineering position containing work in planning, budgeting, designing, constructing, directing, coordinating and conducting the City's Water Utilities Department, including the water system, local sewer system, regional sewer system, and stormwater system at the direction of the Water Utilities Director. This is highly advanced management and professional engineering work of advanced complexity, involving the public, regulatory agencies, other municipalities, consultants and contractors involved with department operations and major capital projects. Work assignments require the application of advanced project engineering and construction management skills and considerable use of independent judgment. Under the direction of the Water Utility Director, this employee performs highly complex assignments requiring the exercise of extensive initiative and independent judgment in assuring that water utility functions are accomplished in accordance with policy guidance contained in the City Charter, Ordinances and Resolutions, policies and procedures manual, standard operating procedures, collective bargaining agreements, and as directed by the City Manager and administrative superiors. The employee must apply managerial and professional engineering experience and engineering knowledge in planning water utility activities, long-range and short-range planning for the capital improvement projects (CIP) of the department, developing engineering standards, and maintaining policies and procedures to improve water utility administration. ESSENTIAL DUTIES AND RESPONSIBILITIES: The Assistant Director of Water Utilities will assist the Director of Water Utilities in the engineering, planning, administration, management and operation of all facets of the department. Assists with development and maintenance of department policies, procedures and design standards. Evaluates Water Production, Water Treatment, Water Distribution, Regional Sewer, Local Sewer, and Stormwater systems for adequacy and long-term goals and objectives. Assists with the development and implementation of the Water Utility Emergency Management Plan. Plans and manages the design and construction of capital projects related to the water, sewer, and stormwater systems. Prepares plans and contract documents for capital improvements projects, to be completed by contract or in-house personnel. Reviews construction plans for contracted improvement projects prepared by consulting engineering firms. Negotiates and administers contracts, amendments, change orders, and payments for design and construction projects. Oversees and inspects construction work in progress to ensure compliance with contract documents and policy. Prepares engineering analyses of some difficulty. Serves as direct supervisor and mentor for Water Utility Engineer. Oversees and assists Water Utility Engineer in the review of site plan submittals for water, sewer and drainage compliance, and attends Site Plan Review Committee meetings and development pre application meetings. Oversees and assists Water Utility Engineer in the review of building and right-of-way permits for water, sewer and drainage compliance. Coordinates new utility service and installations with developers, engineers and property owners. Responds to utility availability requests and easement consent form requests. Communicates with the public both orally and in writing. Responds to common inquiries and complaints. Coordinates utility conflicts with other agencies, including Palm Beach County, FDOT, FPU, AT&T and other municipalities as well as other City of Lake Worth Beach Departments. Coordinates compliance of current water use permit and future water use plan with South Florida Water Management District. Assists in the preparation of Agenda Items for City Commission meetings. Prepares reports to City Commission when appropriate. Maintains Water and Sewer Approved Products List and evaluates submittals from vendors for consideration. Coordinates all system changes and improvements in GIS, and updates Water Utilities information for the City website. Oversees the ordering of necessary equipment, materials, supplies and chemicals within budgetary guidelines. Assists in preparing departmental budget estimates by assembling and preparing data, reports, and cost estimates. Attends public meetings and networks with civic and professional groups and other governmental agencies. Serves as East Central Regional Wastewater Treatment Facility Alternate Board Member and attends Board meetings in Director's absence. Acts as responsible authority when director is not available and attends commission meetings in Director's absence. Performs other duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive knowledge of engineering principles and practices related to water, sewer and stormwater utility operations and capital projects. Knowledge of administration, organization and management practices. Knowledge of local, state and federal laws and regulations relating to water, stormwater and sewer utilities. Ability to manage all activities of a water, stormwater and sewer utility for the municipality. Ability to prepare concise, meaningful and timely oral and written reports and recommendations in a clear and logical manner with substantive supporting documents and analyses. Ability to supervise and train employees in performing the varied activities in management and supervision of water and sewer utilities. Ability to establish and maintain effective working relationships with other employees, officials and the general public. Ability to explain technical practices and procedures in simple, non-technical language. Ability to effectively and efficiently utilize computers, including basic Microsoft Office programs such as Outlook (e-mail, calendar), Word, Excel and PowerPoint; ArcGIS; and AutoCAD. EDUCATION AND EXPERIENCE: Bachelor of Science in Civil, Mechanical or Environmental Engineering degree from an Accreditation Board for Engineering and Technology (ABET) accredited educational institution. Minimum 5 years applicable engineering work experience. A Master's Degree in an appropriate field from an accredited college or university may be substituted for one (1) year of required engineering work experience. COMPUTER SKILLS: Experience working in the following softwares: AutoCAD, ArcGIS, PowerPoint, Microsoft Project, Excel, and Word CERTIFICATIONS AND LICENSES: Valid Florida professional engineering license in a related field. Valid Florida driver's license. FEMA NIMS Certifications in 100, 200, 300, 400, 700 and 800 (can be completed after hire) Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work requires frequent field inspection trips involving walking, standing, climbing and working around construction sites, water treatment plants, well sites, water distribution piping, sewage collections systems and sewage pump stations. PROCEDURE FOR APPLYING: Interested parties should forward a completed application packages to: City of Lake Worth Beach Attn: Human Resources 7 N. Dixie Highway Lake Worth, FL 33460 Or visit our website at: City of Lake Worth Beach, Florida Each application package should include the following: • Resume of previous work experience and cover letter summarizing relevant experience • City of Lake Worth Beach Application Applicants for positions with the City of Lake Worth Beach should know and be aware of the following: Please note incomplete applications will not be considered. Applications will be received until the position is filled. Submission of an application does not guarantee the applicant an interview. . click apply for full job details
Description: Location: Tulsa, OK Reports to: Director of Project Management Team: Project Management Education: BS in Architecture, Engineering, Construction Management, Business, or equivalent education from an accredited college or university. BS in Architecture or Engineering is preferred. Professional: Project Management Institute's PMP or PSMJ's AECPM Certification and/or Licensed Architect or PE designation desired. Experience: A minimum of 5 years prior work experience in design, project management, engineering, or architecture required. Experience in managing multi-discipline commercial, government, or retail projects is desired. Position Summary: The Project Manager is an organized, self-motivated, detail-oriented, and highly organized person responsible for the overall leadership and management of projects from inception through completion - in short, to lead, direct, and manage the project team. The Project Manager role touches all activities and functions of the company from accounting to marketing to production to construction administration. This position has a high degree of autonomy, responsibility, and will require working on a variety of tasks and multi-discipline design projects. Essential Functions: Essential Duties and Responsibilities include the following: To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 1. Establishes and/or manages client relationship with customers from varying market sectors including local, state and federal government agencies, private customers, contractor partnerships, architects and/or engineers, and other clients. 2. Must be a capable and experienced person with authority to speak for the firm in dealing with the client in all routine matters associated with the project. 3. Is aware of and helps to articulate the client's goals and objectives. 4. Assists the principal-in-charge with fee negotiations. 5. Reviews RFP documents and works with Department Directors to determine what disciplines and consultants are needed for the project, determine resourcing, and develop fees. 6. Manages project finances through budgeting, invoicing, and collection in accordance with contract requirements. 7. Plans and manages the project in all aspects of scope definition, objectives, technical feasibility, schedule, and budget in coordination with the principal-in-charge and department directors and ensures that projects are delivered on-time, within scope, and within budget. Takes appropriate actions to maintain the project schedule and budget. 8. Works with design staff and consultants to develop opinions of probable construction costs. 9. Is responsible for recommending, selecting, coordinating, and scheduling outside consultants. 10. Monitors the progress of the project to determine actual work accomplished versus cost-to-date versus budget and keeps the principal-in-charge periodically updated. 11. Prepares project meeting agendas, leads project meetings, prepares meeting minutes, and tracks actions items. 12. Manages multi-discipline quality control sessions at each design phase and verifies that discipline quality control procedures have been performed. 13. Coordinates with all approval agencies and authorities to ensure that any specific requirements are addressed. 14. Organizes and establishes project files and maintains comprehensive project documentation. 15. Coordinates construction administration activities with the Construction Services Department or conducts construction administration activities including pay application reviews. 16. Develop project objectives by reviewing project proposals and plans; conferring with management. We will also look to this person to prepare proposals and work with marketing to prepare RFP submittals. 17. Perform risk management to minimize project risks and report and escalate issues to management. 18. Is responsible for final project closeout. Critical Skills, Knowledge, and Abilities: 1. Possess excellent communication skills (i.e., verbal, graphical, and in writing) and the ability to communicate your ideas in a way that people understand. 2. Experience with MS Office, OneNote, Smartsheet, and Deltek Vision (or similar ERP system) preferred. 3. Experience with AutoCAD and Revit is required to interact with our production team. 4. Knowledge of AIA standard contracts and forms preferred. 5. Familiar with AIA construction project methodology, design standards, and specifications. 6. Ability to read, analyze, and interpret technical documents. 7. Ability to develop proposals, scope, fees, and schedule. 8. Possess good listening skills, respectful in your interactions with others, possess a positive outlook on life, have a coaching mentality, and a willingness to learn. 9. Possess managerial skills to be proficient in managing internal staff and multiple projects and clients. 10. Ability to coordinate many moving parts to deliver a solid, final product. 11. Ability to delegate, manage, and inspire others; confidence, honesty, commitment, and ability to see big picture and managing all aspects of projects from start to finish. 12. Ability to accommodate overnight travel by car and by air. 13. Ability to prioritize critical activities, plan, and determine what must be done next. 14. Ability to win new work from current clients and participate with Marketing in winning work from new clients. 15. Ability to respond to inquiries or complaints from clients, co-workers, regulatory agencies, or members of the business community. 16. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with abstract and concrete variables. 17. Experience in architectural and engineering design, coordination, documentation and construction. 18. Knowledge and understanding of building and zoning codes, accessibility standards, and code review and permitting processes. Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical analysis, and fundamentals of geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Physical Demands: While performing the duties of this position, the employee is regularly required to sit. The employee is required to talk and hear. The employee is regularly required to stand; walk and use hands to handle or feel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision and ability to adjust focus. Contact: Cyntergy has a beautiful work facility, excellent compensation and benefits, a team culture that encourages personal development, is community oriented and supports volunteer work. We are an EEO employer. Requirements: PI7e156b9e202d-3995
02/04/2025
Full time
Description: Location: Tulsa, OK Reports to: Director of Project Management Team: Project Management Education: BS in Architecture, Engineering, Construction Management, Business, or equivalent education from an accredited college or university. BS in Architecture or Engineering is preferred. Professional: Project Management Institute's PMP or PSMJ's AECPM Certification and/or Licensed Architect or PE designation desired. Experience: A minimum of 5 years prior work experience in design, project management, engineering, or architecture required. Experience in managing multi-discipline commercial, government, or retail projects is desired. Position Summary: The Project Manager is an organized, self-motivated, detail-oriented, and highly organized person responsible for the overall leadership and management of projects from inception through completion - in short, to lead, direct, and manage the project team. The Project Manager role touches all activities and functions of the company from accounting to marketing to production to construction administration. This position has a high degree of autonomy, responsibility, and will require working on a variety of tasks and multi-discipline design projects. Essential Functions: Essential Duties and Responsibilities include the following: To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 1. Establishes and/or manages client relationship with customers from varying market sectors including local, state and federal government agencies, private customers, contractor partnerships, architects and/or engineers, and other clients. 2. Must be a capable and experienced person with authority to speak for the firm in dealing with the client in all routine matters associated with the project. 3. Is aware of and helps to articulate the client's goals and objectives. 4. Assists the principal-in-charge with fee negotiations. 5. Reviews RFP documents and works with Department Directors to determine what disciplines and consultants are needed for the project, determine resourcing, and develop fees. 6. Manages project finances through budgeting, invoicing, and collection in accordance with contract requirements. 7. Plans and manages the project in all aspects of scope definition, objectives, technical feasibility, schedule, and budget in coordination with the principal-in-charge and department directors and ensures that projects are delivered on-time, within scope, and within budget. Takes appropriate actions to maintain the project schedule and budget. 8. Works with design staff and consultants to develop opinions of probable construction costs. 9. Is responsible for recommending, selecting, coordinating, and scheduling outside consultants. 10. Monitors the progress of the project to determine actual work accomplished versus cost-to-date versus budget and keeps the principal-in-charge periodically updated. 11. Prepares project meeting agendas, leads project meetings, prepares meeting minutes, and tracks actions items. 12. Manages multi-discipline quality control sessions at each design phase and verifies that discipline quality control procedures have been performed. 13. Coordinates with all approval agencies and authorities to ensure that any specific requirements are addressed. 14. Organizes and establishes project files and maintains comprehensive project documentation. 15. Coordinates construction administration activities with the Construction Services Department or conducts construction administration activities including pay application reviews. 16. Develop project objectives by reviewing project proposals and plans; conferring with management. We will also look to this person to prepare proposals and work with marketing to prepare RFP submittals. 17. Perform risk management to minimize project risks and report and escalate issues to management. 18. Is responsible for final project closeout. Critical Skills, Knowledge, and Abilities: 1. Possess excellent communication skills (i.e., verbal, graphical, and in writing) and the ability to communicate your ideas in a way that people understand. 2. Experience with MS Office, OneNote, Smartsheet, and Deltek Vision (or similar ERP system) preferred. 3. Experience with AutoCAD and Revit is required to interact with our production team. 4. Knowledge of AIA standard contracts and forms preferred. 5. Familiar with AIA construction project methodology, design standards, and specifications. 6. Ability to read, analyze, and interpret technical documents. 7. Ability to develop proposals, scope, fees, and schedule. 8. Possess good listening skills, respectful in your interactions with others, possess a positive outlook on life, have a coaching mentality, and a willingness to learn. 9. Possess managerial skills to be proficient in managing internal staff and multiple projects and clients. 10. Ability to coordinate many moving parts to deliver a solid, final product. 11. Ability to delegate, manage, and inspire others; confidence, honesty, commitment, and ability to see big picture and managing all aspects of projects from start to finish. 12. Ability to accommodate overnight travel by car and by air. 13. Ability to prioritize critical activities, plan, and determine what must be done next. 14. Ability to win new work from current clients and participate with Marketing in winning work from new clients. 15. Ability to respond to inquiries or complaints from clients, co-workers, regulatory agencies, or members of the business community. 16. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with abstract and concrete variables. 17. Experience in architectural and engineering design, coordination, documentation and construction. 18. Knowledge and understanding of building and zoning codes, accessibility standards, and code review and permitting processes. Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical analysis, and fundamentals of geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Physical Demands: While performing the duties of this position, the employee is regularly required to sit. The employee is required to talk and hear. The employee is regularly required to stand; walk and use hands to handle or feel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision and ability to adjust focus. Contact: Cyntergy has a beautiful work facility, excellent compensation and benefits, a team culture that encourages personal development, is community oriented and supports volunteer work. We are an EEO employer. Requirements: PI7e156b9e202d-3995
Manager IT Diligence and Integration Acquisition A JOB_DESCRIPTION.SHARE.HTML CAROUSEL_PARAGRAPH JOB_DESCRIPTION.SHARE.HTML United States Surgical Care Affiliates Technology Regular Full-time 1 USD $90,000.00/Yr. USD $120,000.00/Yr. 38689 SCA Health Job Description Overview Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality outcomes and a better experience for patients and providers, all at a lower total cost of care. As part of Optum, we participate in an integrated care delivery system that enables us to support our partners as they navigate a complex healthcare environment, Only SCA Health has a dynamic group of physician-driven, specialty care businesses that allows us to customize solutions, no matter the need or challenge: We connect patients to physicians in new and differentiated ways as part of Optum and with our new Specialty Management Solutions business. We have pioneered a physician-led, multi-site model of practice solutions that restores physician agency by aligning incentives to support growth and transition to value-based care. We lead the industry in value-based payment solutions through our Global 1 bundled payment convener, that provides easy predictable billing to patients. We help physicians address everything beyond surgical procedures, including anesthesia and ancillary service lines. The new SCA Health represents who we are today and where we are going-and the growing career opportunities for YOU. Responsibilities Supply operational and tactical leadership, assistance and overall direction to the SCA IT systems and network engineering support teams for all SCA Health locations. The IT PD&I Acquisition Analyst Manager will handle hiring, mentoring, coaching and developing personnel consistent with SCA core values and technical responsibilities as they relate to the support, maintenance and distribution of desktops, laptops, printers, AV-equipment and other peripherals that support SCA Health's integration processes, implementations, and its surrounding entities. The IT PD&I Manager will report directly to the Director, IT Acquisition, and will be responsible for managing IT Acquisition Analysts as part of the IT PD&I team. Position Responsibilities Manage daily operational activities for multiple IT Acquisitions Analyst resources and project-related activities Collaborate with leadership and a variety technology and clinical teams in order to determine proper scope, resource requirements specifications required for successful project outcomes Partner with engineers and architects as needed to determine operational and tactical success when delivering desktop solutions that support our customers proactively identifying and managing risks and issues Proactively build and manage the IT Integration schedules and supply milestones to the larger business integration schedule. Meet budgetary, technical, and business goals and adjust project constraints based on resource analysis Strong ability to multi-task and manage multiple priorities in a fast-paced environment; able to manage multiple deliverables, scope change, and schedules to keep key business initiatives on schedule Prepare assigned IT Acquisitions Analyst engineering resources with necessary information, ensuring proper understanding of requirements, roles & responsibilities, work processes, and success criteria Manage, find, and change any new requirements to meet the needs of the business as dictated by cost or circumstance Participate, as needed in technical discovery meetings related to change, request, incident, and problem management situations Lead and manage assigned IT Acquisitions Analyst engineering initiatives and personnel to a successful completion within appropriate timeframe, cost, and scope expectations Provide mentoring, coaching and professional development to IT Acquisitions Analyst engineering personnel that properly aligns organizational expectations and ensure ongoing professional growth for staff Conduct consistently recurring monthly 1:1 meeting with staff to ensure continued professional and business continuity for operation and performance Create, supply and update Key Performance Indicators (KPIs) as related to service quality, customer satisfaction, ITSM documentation, service response and process improvement. Qualifications Ability to understand and work with building codes and guidelines used in the design and construction of health care facilities. Experience in hiring, managing and administering the activities of desktop engineers, service vendors and contractors in support of SCA End-User Services IT Department. Experience with Statements of Work (SOW), Requests for Proposals (RFP) contracts and negotiate agreements with service vendors and work with SCA IT leadership and Legal on completing the terms and conditions as appropriate. Ability to work with facility CEO's, Risk Management, insurance adjusters, contractors and others in responding to emergencies. Familiarity with ITSM Service Management Tools (ServiceNow) and other software needed to manage desktop operations. Excellent organizational and critical thinking skills Effective leader capable of creating cooperation with new members that fosters collective 'can-do' attitude that translates into successful execution of key business deliverables. USD $90,000.00/Yr. USD $120,000.00/Yr. PI0617ecff4d60-3788
02/04/2025
Full time
Manager IT Diligence and Integration Acquisition A JOB_DESCRIPTION.SHARE.HTML CAROUSEL_PARAGRAPH JOB_DESCRIPTION.SHARE.HTML United States Surgical Care Affiliates Technology Regular Full-time 1 USD $90,000.00/Yr. USD $120,000.00/Yr. 38689 SCA Health Job Description Overview Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality outcomes and a better experience for patients and providers, all at a lower total cost of care. As part of Optum, we participate in an integrated care delivery system that enables us to support our partners as they navigate a complex healthcare environment, Only SCA Health has a dynamic group of physician-driven, specialty care businesses that allows us to customize solutions, no matter the need or challenge: We connect patients to physicians in new and differentiated ways as part of Optum and with our new Specialty Management Solutions business. We have pioneered a physician-led, multi-site model of practice solutions that restores physician agency by aligning incentives to support growth and transition to value-based care. We lead the industry in value-based payment solutions through our Global 1 bundled payment convener, that provides easy predictable billing to patients. We help physicians address everything beyond surgical procedures, including anesthesia and ancillary service lines. The new SCA Health represents who we are today and where we are going-and the growing career opportunities for YOU. Responsibilities Supply operational and tactical leadership, assistance and overall direction to the SCA IT systems and network engineering support teams for all SCA Health locations. The IT PD&I Acquisition Analyst Manager will handle hiring, mentoring, coaching and developing personnel consistent with SCA core values and technical responsibilities as they relate to the support, maintenance and distribution of desktops, laptops, printers, AV-equipment and other peripherals that support SCA Health's integration processes, implementations, and its surrounding entities. The IT PD&I Manager will report directly to the Director, IT Acquisition, and will be responsible for managing IT Acquisition Analysts as part of the IT PD&I team. Position Responsibilities Manage daily operational activities for multiple IT Acquisitions Analyst resources and project-related activities Collaborate with leadership and a variety technology and clinical teams in order to determine proper scope, resource requirements specifications required for successful project outcomes Partner with engineers and architects as needed to determine operational and tactical success when delivering desktop solutions that support our customers proactively identifying and managing risks and issues Proactively build and manage the IT Integration schedules and supply milestones to the larger business integration schedule. Meet budgetary, technical, and business goals and adjust project constraints based on resource analysis Strong ability to multi-task and manage multiple priorities in a fast-paced environment; able to manage multiple deliverables, scope change, and schedules to keep key business initiatives on schedule Prepare assigned IT Acquisitions Analyst engineering resources with necessary information, ensuring proper understanding of requirements, roles & responsibilities, work processes, and success criteria Manage, find, and change any new requirements to meet the needs of the business as dictated by cost or circumstance Participate, as needed in technical discovery meetings related to change, request, incident, and problem management situations Lead and manage assigned IT Acquisitions Analyst engineering initiatives and personnel to a successful completion within appropriate timeframe, cost, and scope expectations Provide mentoring, coaching and professional development to IT Acquisitions Analyst engineering personnel that properly aligns organizational expectations and ensure ongoing professional growth for staff Conduct consistently recurring monthly 1:1 meeting with staff to ensure continued professional and business continuity for operation and performance Create, supply and update Key Performance Indicators (KPIs) as related to service quality, customer satisfaction, ITSM documentation, service response and process improvement. Qualifications Ability to understand and work with building codes and guidelines used in the design and construction of health care facilities. Experience in hiring, managing and administering the activities of desktop engineers, service vendors and contractors in support of SCA End-User Services IT Department. Experience with Statements of Work (SOW), Requests for Proposals (RFP) contracts and negotiate agreements with service vendors and work with SCA IT leadership and Legal on completing the terms and conditions as appropriate. Ability to work with facility CEO's, Risk Management, insurance adjusters, contractors and others in responding to emergencies. Familiarity with ITSM Service Management Tools (ServiceNow) and other software needed to manage desktop operations. Excellent organizational and critical thinking skills Effective leader capable of creating cooperation with new members that fosters collective 'can-do' attitude that translates into successful execution of key business deliverables. USD $90,000.00/Yr. USD $120,000.00/Yr. PI0617ecff4d60-3788
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
02/03/2025
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
02/03/2025
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
02/03/2025
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
Curious about a career with NorthPoint ? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add a Commercial Property Manager to our growing team at NorthPoint Management! "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account, Cellphone Mental Health Reimbursement Childcare reimbursement $2,000 annual HRA and HSA contribution Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Provide excellent service to our industrial commercial real estate customers through our core values. Respond to tenant requests/problems in a timely and courteous manner and generate work orders directed to vendors or maintenance staff. Follow-up with the tenant to ensure satisfactory resolution of the issue. Ensure that there is 24-hour emergency coverage for the property at all times. Conduct periodic inspections of the commercial property and tenant spaces to ensure compliance with leases and the proper upkeep of the property. Ensure that property and lease files are properly maintained and kept up to date in accordance with company policy. Prepare and maintain appropriate tenant lease files, records, correspondence and file notes. Become proficient with the Yardi Property management software, Salesforce and Create building and property operating budgets utilizing Yardi Advanced Budgeting Complete Property tenant CAM Reconciliations utilizing Yardi. Maintain appropriate records, correspondence and file notes in Lease Manager. Provide 5 Year Building Capital Plans - Collaborate with Asset Management team on funding the plans/needs. Track tenant lease expirations, plan for move-outs/renewals as required. Collaborate with the Lease Concierge team to provide new tenants with an Onboarding Resource Guide regarding emergency contacts, Vendor contacts, insurance requirements, rent collection procedures, and maintenance request procedures. Participate in new building onboarding punch walks and follow through on completions with the Development Manager and one year warranty review. Work directly with the Development Management team to ensure a smooth transition of a building post construction. Be proactive in addressing warranty issues during the first 12 months post construction. Assist the Regional Director of Property Management with establishment of the Property Monitor all key dates and reporting within Yardi and Salesforce. Assist the Regional Director of Property Management with establishment of the Property Management Plan, Preventative Maintenance Policies and Procedures and Property Operations Manual. Assist in the production of monthly and annual reports. Assist in preparation of transaction related documents. Assist in maintaining tenant contact lists in Yardi for the company. Aid in the production of departmental reports (e.g. business plans, financial statements, RFPs). Contractor coordination. Coordinate tenant move-ins/move-outs. Approve and/or obtain estimates/bids for repairs at the property. Generate and track Service orders, approvals and distribution. Ensure accurate compliance with contracts of all property related invoices and verify and approve all service work order billings. Update new property information in Yardi, SalesForce and on Building Engineer reference sheets. Detailed verification of all invoice amounts and information with approved Service Orders or Contracts. Ensure proper property and GL coding on invoices. Investigate cost reduction opportunities. Assist corporate accounting with questions related to the property and resolution of vendor issues. This position requires at least 50% travel. Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are Strong working knowledge of MS Word, PowerPoint, G-Suite, and Excel 2+ years of direct Commercial and Industrial Property Management required Industrial Property Management experience. Familiarity with maintenance, accounting, and tracking software (i.e. Yardi, Salesforce, and ) a plus. Effectively prioritize and multi-task. Excellent people skills. Strong working knowledge of general office equipment (copiers, scanners). Ability to effectively communicate both orally and in writing with peers, managers and clients. Dependable & flexible as well as possessing the ability to maintain a high level of confidentiality. Ability to work independently in a remote atmosphere effectively and efficiently. We are 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 veteran status. PI81a5b93d5-
02/03/2025
Full time
Curious about a career with NorthPoint ? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add a Commercial Property Manager to our growing team at NorthPoint Management! "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Robust Reimbursement Programs: Dependent Care, Tuition, Wellness Spending Account, Cellphone Mental Health Reimbursement Childcare reimbursement $2,000 annual HRA and HSA contribution Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Provide excellent service to our industrial commercial real estate customers through our core values. Respond to tenant requests/problems in a timely and courteous manner and generate work orders directed to vendors or maintenance staff. Follow-up with the tenant to ensure satisfactory resolution of the issue. Ensure that there is 24-hour emergency coverage for the property at all times. Conduct periodic inspections of the commercial property and tenant spaces to ensure compliance with leases and the proper upkeep of the property. Ensure that property and lease files are properly maintained and kept up to date in accordance with company policy. Prepare and maintain appropriate tenant lease files, records, correspondence and file notes. Become proficient with the Yardi Property management software, Salesforce and Create building and property operating budgets utilizing Yardi Advanced Budgeting Complete Property tenant CAM Reconciliations utilizing Yardi. Maintain appropriate records, correspondence and file notes in Lease Manager. Provide 5 Year Building Capital Plans - Collaborate with Asset Management team on funding the plans/needs. Track tenant lease expirations, plan for move-outs/renewals as required. Collaborate with the Lease Concierge team to provide new tenants with an Onboarding Resource Guide regarding emergency contacts, Vendor contacts, insurance requirements, rent collection procedures, and maintenance request procedures. Participate in new building onboarding punch walks and follow through on completions with the Development Manager and one year warranty review. Work directly with the Development Management team to ensure a smooth transition of a building post construction. Be proactive in addressing warranty issues during the first 12 months post construction. Assist the Regional Director of Property Management with establishment of the Property Monitor all key dates and reporting within Yardi and Salesforce. Assist the Regional Director of Property Management with establishment of the Property Management Plan, Preventative Maintenance Policies and Procedures and Property Operations Manual. Assist in the production of monthly and annual reports. Assist in preparation of transaction related documents. Assist in maintaining tenant contact lists in Yardi for the company. Aid in the production of departmental reports (e.g. business plans, financial statements, RFPs). Contractor coordination. Coordinate tenant move-ins/move-outs. Approve and/or obtain estimates/bids for repairs at the property. Generate and track Service orders, approvals and distribution. Ensure accurate compliance with contracts of all property related invoices and verify and approve all service work order billings. Update new property information in Yardi, SalesForce and on Building Engineer reference sheets. Detailed verification of all invoice amounts and information with approved Service Orders or Contracts. Ensure proper property and GL coding on invoices. Investigate cost reduction opportunities. Assist corporate accounting with questions related to the property and resolution of vendor issues. This position requires at least 50% travel. Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are Strong working knowledge of MS Word, PowerPoint, G-Suite, and Excel 2+ years of direct Commercial and Industrial Property Management required Industrial Property Management experience. Familiarity with maintenance, accounting, and tracking software (i.e. Yardi, Salesforce, and ) a plus. Effectively prioritize and multi-task. Excellent people skills. Strong working knowledge of general office equipment (copiers, scanners). Ability to effectively communicate both orally and in writing with peers, managers and clients. Dependable & flexible as well as possessing the ability to maintain a high level of confidentiality. Ability to work independently in a remote atmosphere effectively and efficiently. We are 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 veteran status. PI81a5b93d5-
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
02/03/2025
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 dedicated Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position. What you'll do: Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas. Provides research and analysis on strategic initiatives and makes recommendations. Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas. Implements changes to promote efficient and effective operations Retirement Income. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income. Develops, processes and performance standards for Retirement Income. Removes obstacles and champion's change. Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. 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: $114,080 - $218,030. 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.
Curious about a career with NorthPoint ? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add a Commercial Property Manager to our growing team at NorthPoint Management! "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Wellness Spending Account Mental Health Reimbursement Childcare Reimbursement Tuition Reimbursement $2,000 annual HRA and HSA contribution Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Provide excellent service to our industrial commercial real estate customers through our core values. Respond to tenant requests/problems in a timely and courteous manner and generate work orders directed to vendors or maintenance staff. Follow-up with the tenant to ensure satisfactory resolution of the issue. Ensure that there is 24-hour emergency coverage for the property at all times. Conduct periodic inspections of the commercial property and tenant spaces to ensure compliance with leases and the proper upkeep of the property. Ensure that property and lease files are properly maintained and kept up to date in accordance with company policy. Prepare and maintain appropriate tenant lease files, records, correspondence and file notes. Become proficient with the Yardi Property management software, Salesforce and Create building and property operating budgets utilizing Yardi Advanced Budgeting Complete Property tenant CAM Reconciliations utilizing Yardi. Maintain appropriate records, correspondence and file notes in Lease Manager. Provide 5 Year Building Capital Plans - Collaborate with Asset Management team on funding the plans/needs. Track tenant lease expirations, plan for move-outs/renewals as required. Collaborate with the Lease Concierge team to provide new tenants with an Onboarding Resource Guide regarding emergency contacts, Vendor contacts, insurance requirements, rent collection procedures, and maintenance request procedures. Participate in new building onboarding punch walks and follow through on completions with the Development Manager and one year warranty review. Work directly with the Development Management team to ensure a smooth transition of a building post construction. Be proactive in addressing warranty issues during the first 12 months post construction. Assist the Regional Director of Property Management with establishment of the Property Monitor all key dates and reporting within Yardi and Salesforce. Assist the Regional Director of Property Management with establishment of the Property Management Plan, Preventative Maintenance Policies and Procedures and Property Operations Manual. Assist in the production of monthly and annual reports. Assist in preparation of transaction related documents. Assist in maintaining tenant contact lists in Yardi for the company. Aid in the production of departmental reports (e.g. business plans, financial statements, RFPs). Contractor coordination. Coordinate tenant move-ins/move-outs. Approve and/or obtain estimates/bids for repairs at the property. Generate and track Service orders, approvals and distribution. Ensure accurate compliance with contracts of all property related invoices and verify and approve all service work order billings. Update new property information in Yardi, SalesForce and on Building Engineer reference sheets. Detailed verification of all invoice amounts and information with approved Service Orders or Contracts. Ensure proper property and GL coding on invoices. Investigate cost reduction opportunities. Assist corporate accounting with questions related to the property and resolution of vendor issues. This position requires at least 50% travel. Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are Strong working knowledge of MS Word, PowerPoint, G-Suite, and Excel. 2+ years of direct Commercial or Industrial Property Management required. Industrial Property Management experience. Familiarity with maintenance, accounting, and tracking software (i.e. Yardi, Salesforce, and ) a plus. Effectively prioritize and multi-task. Excellent people skills. Strong working knowledge of general office equipment (copiers, scanners). Ability to effectively communicate both orally and in writing with peers, managers and clients. Dependable & flexible as well as possessing the ability to maintain a high level of confidentiality. Ability to work independently in a remote atmosphere effectively and efficiently. We are 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 veteran status. PI96c04c6ba46d-2433
02/03/2025
Full time
Curious about a career with NorthPoint ? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add a Commercial Property Manager to our growing team at NorthPoint Management! "We truly believe, and I'm convinced, we have some pretty incredible assets. But those assets have all come from our people." - Nathaniel Hagedorn CEO. How We Put You First: At NorthPoint Development, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, we offer market-leading benefits and perks: A selection of comprehensive medical, dental, and vision plans 401k with 100% match up to 6%, immediately vested upon enrollment Wellness Spending Account Mental Health Reimbursement Childcare Reimbursement Tuition Reimbursement $2,000 annual HRA and HSA contribution Parental Paid Leave Flexible Spending Account Living Generously program with 100% charitable contribution match What You'll Do Provide excellent service to our industrial commercial real estate customers through our core values. Respond to tenant requests/problems in a timely and courteous manner and generate work orders directed to vendors or maintenance staff. Follow-up with the tenant to ensure satisfactory resolution of the issue. Ensure that there is 24-hour emergency coverage for the property at all times. Conduct periodic inspections of the commercial property and tenant spaces to ensure compliance with leases and the proper upkeep of the property. Ensure that property and lease files are properly maintained and kept up to date in accordance with company policy. Prepare and maintain appropriate tenant lease files, records, correspondence and file notes. Become proficient with the Yardi Property management software, Salesforce and Create building and property operating budgets utilizing Yardi Advanced Budgeting Complete Property tenant CAM Reconciliations utilizing Yardi. Maintain appropriate records, correspondence and file notes in Lease Manager. Provide 5 Year Building Capital Plans - Collaborate with Asset Management team on funding the plans/needs. Track tenant lease expirations, plan for move-outs/renewals as required. Collaborate with the Lease Concierge team to provide new tenants with an Onboarding Resource Guide regarding emergency contacts, Vendor contacts, insurance requirements, rent collection procedures, and maintenance request procedures. Participate in new building onboarding punch walks and follow through on completions with the Development Manager and one year warranty review. Work directly with the Development Management team to ensure a smooth transition of a building post construction. Be proactive in addressing warranty issues during the first 12 months post construction. Assist the Regional Director of Property Management with establishment of the Property Monitor all key dates and reporting within Yardi and Salesforce. Assist the Regional Director of Property Management with establishment of the Property Management Plan, Preventative Maintenance Policies and Procedures and Property Operations Manual. Assist in the production of monthly and annual reports. Assist in preparation of transaction related documents. Assist in maintaining tenant contact lists in Yardi for the company. Aid in the production of departmental reports (e.g. business plans, financial statements, RFPs). Contractor coordination. Coordinate tenant move-ins/move-outs. Approve and/or obtain estimates/bids for repairs at the property. Generate and track Service orders, approvals and distribution. Ensure accurate compliance with contracts of all property related invoices and verify and approve all service work order billings. Update new property information in Yardi, SalesForce and on Building Engineer reference sheets. Detailed verification of all invoice amounts and information with approved Service Orders or Contracts. Ensure proper property and GL coding on invoices. Investigate cost reduction opportunities. Assist corporate accounting with questions related to the property and resolution of vendor issues. This position requires at least 50% travel. Are you passionate about pushing the limits? Are you looking for the freedom to forge your future? If so, we want to talk to you! Who You Are Strong working knowledge of MS Word, PowerPoint, G-Suite, and Excel. 2+ years of direct Commercial or Industrial Property Management required. Industrial Property Management experience. Familiarity with maintenance, accounting, and tracking software (i.e. Yardi, Salesforce, and ) a plus. Effectively prioritize and multi-task. Excellent people skills. Strong working knowledge of general office equipment (copiers, scanners). Ability to effectively communicate both orally and in writing with peers, managers and clients. Dependable & flexible as well as possessing the ability to maintain a high level of confidentiality. Ability to work independently in a remote atmosphere effectively and efficiently. We are 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 veteran status. PI96c04c6ba46d-2433
GreenState Credit Union Commercial Quality Review Analyst US-IA-North Liberty Job ID: Type: Regular Full-Time # of Openings: 1 Category: Commercial GreenState Credit Union Overview The Quality Review Analyst is responsible for conducting quality control reviews for various processes, products, and services performed by the Commercial Services and Treasury Management departments. This position will review, monitor, track and provide reporting in accordance with Credit Union policies, procedures and regulatory requirements, as necessary. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Salary range for this position is $79,173.90-$92,563.38/Yr with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reviews procedures and provides guidance to prepare the department for CFPB readiness. Ensures all Commercial processes and procedures are accurately and consistently followed by sampling HMDA, Adverse Action, Flood, and Environmental data. Ensure compliance with the Credit Union's lending policy and applicable state and federal regulations governing commercial transactions to protect the Credit Union's interest. Assist with auditors and regulators on compliance reviews. Assists in review of all commercial loan files. Responsible for tracking, monitoring & reporting 1071 data. Ensures accurate data for 1099-S Year End Interest Reporting to the Seller of Commercial Real Estate and 1098 Year End Interest Paid reportable to the IRS. Accurately tracks and maintains Federal Reserve Bank and Federal Home Loan Bank pledging records. Works closely with our Commercial Data team evaluating the accuracy of our reports, Pledge codes, Exam items, and all Data clean-up projects. Validates information in the TM agreements and verifies the information contained within the agreements is in accordance with the member request. Verifies the accuracy of completed tasks and setups within Treasury Management/Commercial Servicing online banking accounts and permissions. Interprets and reviews all commercial escrow accounts. Works under the direct supervision of the Commercial Services Vice President of Operations to assist in special departmental projects. Attends all internal and external Commercial audit and compliance calls. Works with the Operation's team to verify accuracy in all GL reporting. Conducts internal audits of Pre- and Post-close file review. Plays a vital role with member qualifications and MIP tracking. Manages all Outstanding Commercial Audit Items developing owners and deadlines for completion. Ensures all Beneficial Ownership information is up to date and accurate. Monitors and tracks Effective Dated Maintenance, ACH without expiration dates, and Negative Interest. Works with appropriate staff and managers to resolve conflict. Identifies and recommends training opportunities to ensure that all appropriate employees and management are knowledgeable of, and comply with, pertinent federal and state standards. Makes recommendations and propose solutions to mitigate errors to various departments based upon quality review findings and/or common defects. Qualifications Bachelor's degree required in related field. Minimum of five years of real estate or previous related work experience Must be bondable. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Strong time management skills required to manage multiple assignments on time. Ability to develop and maintain effective working relationships with co-workers. Excellent figure aptitude, with accuracy and attention to detail required. Knowledge of procedures, processes, and regulations as they relate to Commercial State and NCUA guidelines. Availability and willingness to work additional hours as dictated by the workload. A strong working knowledge of local area network directories, protocol, and general maintenance procedures. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Maturity and discretion to manage confidential information. Reporting Relationship Reports to the Vice President/Commercial Operations Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PIcebf1838f7ad-2082
02/02/2025
Full time
GreenState Credit Union Commercial Quality Review Analyst US-IA-North Liberty Job ID: Type: Regular Full-Time # of Openings: 1 Category: Commercial GreenState Credit Union Overview The Quality Review Analyst is responsible for conducting quality control reviews for various processes, products, and services performed by the Commercial Services and Treasury Management departments. This position will review, monitor, track and provide reporting in accordance with Credit Union policies, procedures and regulatory requirements, as necessary. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Salary range for this position is $79,173.90-$92,563.38/Yr with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reviews procedures and provides guidance to prepare the department for CFPB readiness. Ensures all Commercial processes and procedures are accurately and consistently followed by sampling HMDA, Adverse Action, Flood, and Environmental data. Ensure compliance with the Credit Union's lending policy and applicable state and federal regulations governing commercial transactions to protect the Credit Union's interest. Assist with auditors and regulators on compliance reviews. Assists in review of all commercial loan files. Responsible for tracking, monitoring & reporting 1071 data. Ensures accurate data for 1099-S Year End Interest Reporting to the Seller of Commercial Real Estate and 1098 Year End Interest Paid reportable to the IRS. Accurately tracks and maintains Federal Reserve Bank and Federal Home Loan Bank pledging records. Works closely with our Commercial Data team evaluating the accuracy of our reports, Pledge codes, Exam items, and all Data clean-up projects. Validates information in the TM agreements and verifies the information contained within the agreements is in accordance with the member request. Verifies the accuracy of completed tasks and setups within Treasury Management/Commercial Servicing online banking accounts and permissions. Interprets and reviews all commercial escrow accounts. Works under the direct supervision of the Commercial Services Vice President of Operations to assist in special departmental projects. Attends all internal and external Commercial audit and compliance calls. Works with the Operation's team to verify accuracy in all GL reporting. Conducts internal audits of Pre- and Post-close file review. Plays a vital role with member qualifications and MIP tracking. Manages all Outstanding Commercial Audit Items developing owners and deadlines for completion. Ensures all Beneficial Ownership information is up to date and accurate. Monitors and tracks Effective Dated Maintenance, ACH without expiration dates, and Negative Interest. Works with appropriate staff and managers to resolve conflict. Identifies and recommends training opportunities to ensure that all appropriate employees and management are knowledgeable of, and comply with, pertinent federal and state standards. Makes recommendations and propose solutions to mitigate errors to various departments based upon quality review findings and/or common defects. Qualifications Bachelor's degree required in related field. Minimum of five years of real estate or previous related work experience Must be bondable. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Strong time management skills required to manage multiple assignments on time. Ability to develop and maintain effective working relationships with co-workers. Excellent figure aptitude, with accuracy and attention to detail required. Knowledge of procedures, processes, and regulations as they relate to Commercial State and NCUA guidelines. Availability and willingness to work additional hours as dictated by the workload. A strong working knowledge of local area network directories, protocol, and general maintenance procedures. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Maturity and discretion to manage confidential information. Reporting Relationship Reports to the Vice President/Commercial Operations Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PIcebf1838f7ad-2082