Position Title: Retirement Plan Officer/Consultant Locations: Rockford_IL Time Type: Full time Req ID: JR1322-Rockford_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Retirement Plan Officer/Consultant Salary Range: $89,950 - $119,950+ annually Position Summary Develops and manages qualified and non-qualified retirement plans (401(k), 403(b), 457, profit sharing, deferred compensation, top hat, and defined benefit) established by employers by interacting with employers through correspondence, face-to-face and virtual meetings, and employer's centers of influence (attorneys, accountants, consultants, and advisors). Service management includes, but is not limited to, ensuring that employers complete all IRS and DOL documents and amendments. Ensures delivery of services and communications to plan sponsors, trustees, administrators, and participants. Responsible for pursuing, developing, and growing assigned retirement plan book of business assets under management through additional retirement plan and rollover opportunities and responsible to identify new business opportunities for other bank departments from the assigned book of business to make referrals to the appropriate department(s). Primary Accountabilities Services a diverse book of retirement plan accounts that consists mostly of accounts ranging from start-up plans to mid-tier level accounts ($1 million - $6 million) with some large-tier level accounts ($7 million plus). Manages the employer relationship regarding the retirement account. Communicates with Retirement Plan Administrator II, Retirement Plan Enrollment/Education Specialist, and Retirement Plan Administrator I to understand and be aware of items that these individuals are working on in servicing the account as far as day-to-day administration and employee education. Periodically reviews account fee schedules using Retirement Plan Services Pricing Model to determine the appropriate fee schedule for accounts that results in a profitable relationship for the client and the Bank. Works with the client, Midland Investment Management Group and/or the assigned Portfolio Manager to select the appropriate investment line-up from the approved investment list prepared by Midland and conduct periodic fund analysis and performance reviews with the client. Uses technical, compliance and plan knowledge to solve plan issues and communicate resolutions to clients. Keeps updated on all changes in the law under ERISA, the Internal Revenue Code, DOL regulations and all other applicable federal regulations that affect the administration of retirement plans for the clients. Consults with clients about plan designs to best meet goals of their program. Collaborates with Retirement Plan Administrator to complete annual compliance testing and ensures accuracy per plan elections, as needed. Coordinates and collaborates with Retirement Plan Specialist to facilitate and/or conduct on-site participant education meetings, as needed. Develops new and additional business among existing customers. Accurate and timely maintains account files, including correspondence, memoranda, and other required documentation. Obtains all required documentation to open new accounts and to close accounts. Ensures individual plan compliance with plan provisions. Conducts face-to-face meetings and makes telephone calls to existing clients for purposes of keeping informed, maintaining and enhancing the relationship. Participates in the business development and marketing efforts for retirement plans through contacting and meetings with prospects and other professionals. Assists with completion of RFPs. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree (four-year college or university). 3-10 years of previous experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry. 3-5 years previous experience in investment management or advanced credentials or certifications in investments or administration of retirement plans. Experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry and previous experience in investment management. 6 years minimum of experience in administering and servicing retirement plan. Analytical skills to complete detailed fundamental analysis on asset allocation. Understanding of fixed income, equity, and alternative investments. Strong understanding of business and economics to research target companies and determine potentially profitable investments. Ability to articulate ideas concisely. Ability to work in a dynamic and fast past environment. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Excellent written and verbal communication. Professionalism and courtesy in dealing with customers and bank employees. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PIe5-
04/12/2026
Full time
Position Title: Retirement Plan Officer/Consultant Locations: Rockford_IL Time Type: Full time Req ID: JR1322-Rockford_IL At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Retirement Plan Officer/Consultant Salary Range: $89,950 - $119,950+ annually Position Summary Develops and manages qualified and non-qualified retirement plans (401(k), 403(b), 457, profit sharing, deferred compensation, top hat, and defined benefit) established by employers by interacting with employers through correspondence, face-to-face and virtual meetings, and employer's centers of influence (attorneys, accountants, consultants, and advisors). Service management includes, but is not limited to, ensuring that employers complete all IRS and DOL documents and amendments. Ensures delivery of services and communications to plan sponsors, trustees, administrators, and participants. Responsible for pursuing, developing, and growing assigned retirement plan book of business assets under management through additional retirement plan and rollover opportunities and responsible to identify new business opportunities for other bank departments from the assigned book of business to make referrals to the appropriate department(s). Primary Accountabilities Services a diverse book of retirement plan accounts that consists mostly of accounts ranging from start-up plans to mid-tier level accounts ($1 million - $6 million) with some large-tier level accounts ($7 million plus). Manages the employer relationship regarding the retirement account. Communicates with Retirement Plan Administrator II, Retirement Plan Enrollment/Education Specialist, and Retirement Plan Administrator I to understand and be aware of items that these individuals are working on in servicing the account as far as day-to-day administration and employee education. Periodically reviews account fee schedules using Retirement Plan Services Pricing Model to determine the appropriate fee schedule for accounts that results in a profitable relationship for the client and the Bank. Works with the client, Midland Investment Management Group and/or the assigned Portfolio Manager to select the appropriate investment line-up from the approved investment list prepared by Midland and conduct periodic fund analysis and performance reviews with the client. Uses technical, compliance and plan knowledge to solve plan issues and communicate resolutions to clients. Keeps updated on all changes in the law under ERISA, the Internal Revenue Code, DOL regulations and all other applicable federal regulations that affect the administration of retirement plans for the clients. Consults with clients about plan designs to best meet goals of their program. Collaborates with Retirement Plan Administrator to complete annual compliance testing and ensures accuracy per plan elections, as needed. Coordinates and collaborates with Retirement Plan Specialist to facilitate and/or conduct on-site participant education meetings, as needed. Develops new and additional business among existing customers. Accurate and timely maintains account files, including correspondence, memoranda, and other required documentation. Obtains all required documentation to open new accounts and to close accounts. Ensures individual plan compliance with plan provisions. Conducts face-to-face meetings and makes telephone calls to existing clients for purposes of keeping informed, maintaining and enhancing the relationship. Participates in the business development and marketing efforts for retirement plans through contacting and meetings with prospects and other professionals. Assists with completion of RFPs. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree (four-year college or university). 3-10 years of previous experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry. 3-5 years previous experience in investment management or advanced credentials or certifications in investments or administration of retirement plans. Experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry and previous experience in investment management. 6 years minimum of experience in administering and servicing retirement plan. Analytical skills to complete detailed fundamental analysis on asset allocation. Understanding of fixed income, equity, and alternative investments. Strong understanding of business and economics to research target companies and determine potentially profitable investments. Ability to articulate ideas concisely. Ability to work in a dynamic and fast past environment. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Excellent written and verbal communication. Professionalism and courtesy in dealing with customers and bank employees. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PIe5-
What We Offer Novant Health Township Pediatrics in Matthews, NC , is seeking a full-time pediatrician to join our thriving practice. With five experienced providers and more than 35 years of service to the community, we offer a welcoming, small-office environment that allows us to build meaningful relationships with our patients and families. We care for children from birth through 20 years of age and pride ourselves on a collaborative, team-based approach where providers support and learn from one another. Our practice is open Monday through Friday, 8 a.m. to 5 p.m., and call is shared on a light rotation of one day per week and one weekend per month. This is an excellent opportunity for a pediatrician who values teamwork, continuity of care, and being part of a long-standing community-focused practice. Located just minutes from Charlotte, Matthews, NC, offers the charm of a small town with the convenience of a major city nearby. Known for its family-friendly neighborhoods, excellent schools, and welcoming community, Matthews provides an ideal place to live and work. The town features a vibrant historic downtown with local shops, restaurants, and community events, while also offering easy access to Charlotte's cultural amenities, professional sports, and international airport. With its blend of suburban comfort and urban accessibility, Matthews is a great place to put down roots. Pediatrics at Novant Health The St. Jude Affiliate Clinic at Novant Health Hemby Children's Hospital has been recognized by the Centers for Disease Control and Prevention as a hemophilia care Center of Excellence. Available level IV neonatal intensive care unit (NICU) provides infants with the highest possible level of care. Novant Health Hemby Children's Hospital is a member of the prestigious Children's Hospital Association. Hemby Children's Hospital is a Magnet Health Care facility recognized for excellence in nursing. Novant Health offers: 2 year salary guarantee NH Medical Group employed Medical and Retirement Benefits Relocation Allowance CME Allowance System wide EHR-Epic Malpractice Work-Life balance Novant Health Medical Group Is one of the largest medical groups in the nation Offers resiliency training for physicians and team members to prevent burnout Is nationally recognized for advanced care and one of the largest community based, non-profit healthcare systems Is well known for being physician-led and physician-driven. For example, our physicians are in every area of leadership across the organization. That means every strategic discussion has physicians at the table, and every market partners a physician leader with an administrator. The result is a focus on the details that are important to physicians. What does it mean to be a part of Novant Health? A commitment to patient centered care and our model of spending more time with each patient, and creating a seamless system of care for our patients are the foundations of our success Sharing a philosophy of putting high value on the patient experience Novant Health is an integrated network of physician clinics, outpatient facilities and hospitals that delivers a seamless and convenient healthcare experience to communities in North Carolina, South Carolina, and Georgia. The Novant Health network consists of more than 1,800 physicians and over 35,000 employees who provide care at nearly 800 locations, including 15 hospitals and hundreds of outpatient facilities and physician clinics. In 2022, Novant Health was included on Forbes' Best Employers for Diversity, Best Employers and America's Best-in-State Employers list. The Disability Equality Index also named Novant Health on its Best Places to Work list. In 2021, Novant Health reported $1.1 billion in total community benefit, including $192.7 million in financial assistance to members of the communities we serve. At Novant Health, one of our core values is diversity and inclusion. By engaging the strengths and talents of each team member, we ensure a strong organization capable of providing remarkable healthcare to our patients, families and communities. Therefore, we invite applicants from all group dynamics to apply to our exciting career opportunities. Join us, and let's transform healthcare together. Why Choose Novant Health? At Novant Health, we believe remarkable care starts with compassion for our patients, our communities, and each other. We value belonging, courage, personal growth, and teamwork, creating a space where everyone is respected, supported, and safe to show up as their full selves. Job Opening ID 106707
04/11/2026
Full time
What We Offer Novant Health Township Pediatrics in Matthews, NC , is seeking a full-time pediatrician to join our thriving practice. With five experienced providers and more than 35 years of service to the community, we offer a welcoming, small-office environment that allows us to build meaningful relationships with our patients and families. We care for children from birth through 20 years of age and pride ourselves on a collaborative, team-based approach where providers support and learn from one another. Our practice is open Monday through Friday, 8 a.m. to 5 p.m., and call is shared on a light rotation of one day per week and one weekend per month. This is an excellent opportunity for a pediatrician who values teamwork, continuity of care, and being part of a long-standing community-focused practice. Located just minutes from Charlotte, Matthews, NC, offers the charm of a small town with the convenience of a major city nearby. Known for its family-friendly neighborhoods, excellent schools, and welcoming community, Matthews provides an ideal place to live and work. The town features a vibrant historic downtown with local shops, restaurants, and community events, while also offering easy access to Charlotte's cultural amenities, professional sports, and international airport. With its blend of suburban comfort and urban accessibility, Matthews is a great place to put down roots. Pediatrics at Novant Health The St. Jude Affiliate Clinic at Novant Health Hemby Children's Hospital has been recognized by the Centers for Disease Control and Prevention as a hemophilia care Center of Excellence. Available level IV neonatal intensive care unit (NICU) provides infants with the highest possible level of care. Novant Health Hemby Children's Hospital is a member of the prestigious Children's Hospital Association. Hemby Children's Hospital is a Magnet Health Care facility recognized for excellence in nursing. Novant Health offers: 2 year salary guarantee NH Medical Group employed Medical and Retirement Benefits Relocation Allowance CME Allowance System wide EHR-Epic Malpractice Work-Life balance Novant Health Medical Group Is one of the largest medical groups in the nation Offers resiliency training for physicians and team members to prevent burnout Is nationally recognized for advanced care and one of the largest community based, non-profit healthcare systems Is well known for being physician-led and physician-driven. For example, our physicians are in every area of leadership across the organization. That means every strategic discussion has physicians at the table, and every market partners a physician leader with an administrator. The result is a focus on the details that are important to physicians. What does it mean to be a part of Novant Health? A commitment to patient centered care and our model of spending more time with each patient, and creating a seamless system of care for our patients are the foundations of our success Sharing a philosophy of putting high value on the patient experience Novant Health is an integrated network of physician clinics, outpatient facilities and hospitals that delivers a seamless and convenient healthcare experience to communities in North Carolina, South Carolina, and Georgia. The Novant Health network consists of more than 1,800 physicians and over 35,000 employees who provide care at nearly 800 locations, including 15 hospitals and hundreds of outpatient facilities and physician clinics. In 2022, Novant Health was included on Forbes' Best Employers for Diversity, Best Employers and America's Best-in-State Employers list. The Disability Equality Index also named Novant Health on its Best Places to Work list. In 2021, Novant Health reported $1.1 billion in total community benefit, including $192.7 million in financial assistance to members of the communities we serve. At Novant Health, one of our core values is diversity and inclusion. By engaging the strengths and talents of each team member, we ensure a strong organization capable of providing remarkable healthcare to our patients, families and communities. Therefore, we invite applicants from all group dynamics to apply to our exciting career opportunities. Join us, and let's transform healthcare together. Why Choose Novant Health? At Novant Health, we believe remarkable care starts with compassion for our patients, our communities, and each other. We value belonging, courage, personal growth, and teamwork, creating a space where everyone is respected, supported, and safe to show up as their full selves. Job Opening ID 106707
University of Illinois Foundation
Champaign, Illinois
Description: UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for a Director of Estate Administration, Gift Planning Operations The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. The Director manages all aspects of the University of Illinois Foundation's efforts to document and realize estate distributions to the University of Illinois Foundation ("UIF") and University of Illinois ("University"), working in conjunction with donors, donors' estate representatives, UIF colleagues, and University and UIF Counsel. Also provides guidance and oversight for UIF's administration of life income gifts and other estate commitments. DUTIES AND RESPONSIBILITIES: Leads the estate administration function at UIF so that that the University and UIF realize estate distributions in a timely manner and that those distributions are processed accurately. This includes communicating with attorneys, advisors, executors, trustees, and plan administrators on matters associated with the administration and settlement of estate distributions; reviewing estate settlement documents and approving for UIF/University signature; implementing a system for tracking estates in the settlement process; and communicating with benefitting University units regarding their estate gifts in the settlement process to ensure strong stewardship of funds received. Supervises and performs related management responsibilities for the estate administration team, including establishment and ongoing evaluation of team goals and management of individual performance and professional development. Reviews and approves deferred gift commitment documentation, including for revocable and life income gifts, to ensure UIF has the appropriate information to administer and steward deferred gift commitments. Also provides guidance to colleagues on estate language and administration. Collaborates with UIF accounting staff working on life income gifts, irrevocable trusts held by others, and beneficial interest trusts to make certain UIF administers such gifts in compliance with laws, regulations, and industry best practices, while serving the needs of benefitting units, donors, and income beneficiaries. Oversees the administration of life insurance policies owned by UIF to ensure donor gifts to such policies are processed accurately, policy premiums are paid on time, and that mature or otherwise inactive policies are liquidated in a timely fashion. Serves as primary liaison with UIF General Counsel and University legal and tax advisors regarding UIF and University estate administration and other issues related to deferred gifts. Maintains subject matter expertise on planned giving vehicles and related laws and best practices, and develops processes and procedures to enhance the efficiency of estate administration and life insurance administration. Also contributes to the development of processes and procedures related to life income gift administration and deferred gift processing and documentation. REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent work experience Significant experience in banking, trust, law, or development Strong analytical skills and attention to detail High integrity, ability to adhere to strict confidentiality standards Ability to communicate technical information in a professional manner to diverse audiences Willingness to embrace new ideas and engage in collaboration, and excellent relationship-building, and interpersonal communication skills Results-driven leader who can manage and reprioritize multiple projects PREFERRED SKILLS/EXPERIENCE: Experience higher education or non-profit industry experience Experience in trust/estate administration, estate planning, or financial planning CFP, CPA, CTFA, or JD designation Experience managing team members Application Deadline: May 3rd , 2026 The starting salary range for this position is projected to be $85,000-$95,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications-we're not limited by these posted ranges. You'll be inspired daily in our state-of-the-art, environmentally conscious workspace - a stunning LEED-certified building featuring contemporary amenities including an on-site wellness center and café with healthy dining options. We encourage work-life balance through our hybrid schedule for many positions, combining in-office collaboration with up to 2 days of remote work flexibility. Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed. Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through . For further information regarding application procedures, contact Foundation Human Resources at . THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER Requirements: Compensation details: 0 Yearly Salary PI4e9ab35cf04e-7453
04/07/2026
Full time
Description: UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for a Director of Estate Administration, Gift Planning Operations The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. The Director manages all aspects of the University of Illinois Foundation's efforts to document and realize estate distributions to the University of Illinois Foundation ("UIF") and University of Illinois ("University"), working in conjunction with donors, donors' estate representatives, UIF colleagues, and University and UIF Counsel. Also provides guidance and oversight for UIF's administration of life income gifts and other estate commitments. DUTIES AND RESPONSIBILITIES: Leads the estate administration function at UIF so that that the University and UIF realize estate distributions in a timely manner and that those distributions are processed accurately. This includes communicating with attorneys, advisors, executors, trustees, and plan administrators on matters associated with the administration and settlement of estate distributions; reviewing estate settlement documents and approving for UIF/University signature; implementing a system for tracking estates in the settlement process; and communicating with benefitting University units regarding their estate gifts in the settlement process to ensure strong stewardship of funds received. Supervises and performs related management responsibilities for the estate administration team, including establishment and ongoing evaluation of team goals and management of individual performance and professional development. Reviews and approves deferred gift commitment documentation, including for revocable and life income gifts, to ensure UIF has the appropriate information to administer and steward deferred gift commitments. Also provides guidance to colleagues on estate language and administration. Collaborates with UIF accounting staff working on life income gifts, irrevocable trusts held by others, and beneficial interest trusts to make certain UIF administers such gifts in compliance with laws, regulations, and industry best practices, while serving the needs of benefitting units, donors, and income beneficiaries. Oversees the administration of life insurance policies owned by UIF to ensure donor gifts to such policies are processed accurately, policy premiums are paid on time, and that mature or otherwise inactive policies are liquidated in a timely fashion. Serves as primary liaison with UIF General Counsel and University legal and tax advisors regarding UIF and University estate administration and other issues related to deferred gifts. Maintains subject matter expertise on planned giving vehicles and related laws and best practices, and develops processes and procedures to enhance the efficiency of estate administration and life insurance administration. Also contributes to the development of processes and procedures related to life income gift administration and deferred gift processing and documentation. REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent work experience Significant experience in banking, trust, law, or development Strong analytical skills and attention to detail High integrity, ability to adhere to strict confidentiality standards Ability to communicate technical information in a professional manner to diverse audiences Willingness to embrace new ideas and engage in collaboration, and excellent relationship-building, and interpersonal communication skills Results-driven leader who can manage and reprioritize multiple projects PREFERRED SKILLS/EXPERIENCE: Experience higher education or non-profit industry experience Experience in trust/estate administration, estate planning, or financial planning CFP, CPA, CTFA, or JD designation Experience managing team members Application Deadline: May 3rd , 2026 The starting salary range for this position is projected to be $85,000-$95,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications-we're not limited by these posted ranges. You'll be inspired daily in our state-of-the-art, environmentally conscious workspace - a stunning LEED-certified building featuring contemporary amenities including an on-site wellness center and café with healthy dining options. We encourage work-life balance through our hybrid schedule for many positions, combining in-office collaboration with up to 2 days of remote work flexibility. Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed. Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through . For further information regarding application procedures, contact Foundation Human Resources at . THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER Requirements: Compensation details: 0 Yearly Salary PI4e9ab35cf04e-7453
Indio, CA - Seeking Inpatient Psychiatry Advanced Provider Leads Become a Valued Member of Your Inpatient Psychiatry Team As a Lead Advanced Provider, you play a critical role in our mission to improve lives in Inpatient Psychiatry and are a valued member of the full care team. At Vituity we know the impact you can have. Join the Vituity Team. At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done. Vituity Locations: Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity Maintain frequent and regular communications with Medical Director, Site Management Team members, Vituity clinical leadership, and Vituity Practice Management (PM). Participate as member of the Site Management Team. (SMT). Ensure engagement in the site by encouraging attendance of Advanced Providers at department meetings. Facilitate regular communication with site providers and encourage a sense of community. Communicate information from central Vituity Advanced Provider leadership sources to the Medical Director, SMT, Practice Administrator, and Advanced Provider team members as appropriate. Assist Medical Director with recruiting, interviewing, retention strategies, and culture building activities. Establish and execute a detailed orientation and onboarding program for new hires tailored to the needs of new hires, ensuring a smooth transition into their roles within the practice. Ensure new hire Advanced Provider understanding of Vituity, site policies, practices, and clinical progression. Address deficiencies proactively. Provide positive change management leadership and support of operational, patient experience, and other improvement initiatives. Provide ongoing and constructive feedback to physicians, advanced providers, and other site team members to enhance performance and professional growth. Address performance issues in conjunction with the Medical Director and coordinate the involvement of People Operations before formal counseling or Performance Improvement Plans. Assist the Medical Director with the documentation of performance-related issues. Participate in annual performance review process as directed by Medical Director. Work closely with Medical Director to ensure regular review of Advanced Provider cases, providing feedback and guidance as necessary. Oversee and manage a consistent new provider education process. Direct or assist in directing a formal Internship program for every new graduate hire or those new to that practice line, if one is in place at the practice site. Coordinate or direct regular clinical education for all Advanced Provider staff. Leverage Vituity University CME resources where appropriate. Provide oversite of the Advanced Provider monthly work schedule and timecard administration as delegated by the Medical Director. Create or assist in creation of the Advanced Provider monthly work schedule in accordance with Vituity and site-specific scheduling policies and shift staffing needs. Serve as a time-card administrator for the Advanced Providers at the site. Required Experience and Competencies Graduation from an accredited college or university Nurse Practitioner program is required. Bachelor's Degree in the Sciences, Healthcare, or equivalent required. Must possess a current state license from the applicable State Licensing Board, national certification, a Federal DEA (if applicable) and/or any additional state license required for prescriptive authority as a condition of employment. Advanced Provider with current, valid National Board Certification in relevant field/specialty and an active unrestrictive state license to practice medicine in the respective state(s) is required. Previous work experience in a family practice office, Ambulatory Care Center (ACC), and/or emergency department is preferred. Excellent oral and written communication skills. Flexibility in responding to the various demands of multiple patients in an acute care setting. Ability to make critical decisions in a timely manner with a minimal amount of supervision Patience and emotional stability to respond to patients and staff members in a compassionate and professional manner. Stamina to focus on patient care and accurate documentation of the visit for long periods of time, working efficiently for the duration of a clinical shift. Manual dexterity to perform all the procedures expected of the role in the practice line. Ability to read reports and to use a paper charting system and electronic medical records system. Ability to stand and/or walk quickly for 50-75% of a work shift. Tolerance for high levels of emotional stress in an environment of crisis response. Stamina for an irregular schedule of day, evening and night shifts, as well as weekends and holidays. The Practice Coachella Valley Behavioral Health - Indio, California 80 acute adult inpatient psych beds. Patient mix includes adult, adolescent, and gero. Approximately 58 patients per day. Joint commission, CMS, and LPS certified. The Community Indio, California, is a wonderful place to live and work thanks to its unique desert charm, vibrant community, and proximity to iconic landmarks. Located in the Coachella Valley, it offers a mix of tranquility and excitement, with easy access to the famous Palm Springs, Joshua Tree National Park, and the San Bernardino Mountains. Indio is renowned for hosting the Coachella Valley Music and Arts Festival and the Stagecoach Festival, drawing thousands every year. The city's weather is typically sunny and warm, with hot summers and mild winters, making it ideal for outdoor activities like hiking, golfing, and exploring the nearby deserts. Its affordable housing options, strong local economy, and proximity to larger cities like Los Angeles and San Diego further enhance the appeal of Indio as a great place to live and work. Benefits & Beyond Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. Superior health plan options Dental, Vision, Life and AD&D coverage, and more Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6% plus discretionary profit-sharing contributions (eligible January following 18 months of service) Variety of Pre-Tax Savings Accounts including HSA, FSA, Dependent Care and Commuter Benefits Time Off when you need it: Start with 4 weeks PTO annually and increase to 6 weeks with tenure, plus generous sick leave Flexible scheduling for work/life balance Annual cash bonus Professional Expense Reimbursement for medical staff dues, states licenses, DEA license, and national recertification fees Up to $1,500 annual allowance for medical education courses and professional memberships Student Loan Refinancing Discounts EAP and travel assistance included Free education opportunities for personal and professional growth Several wellness programs that focus on provider wellbeing and health Purpose-driven culture focused on improving the lives of our patients, communities, and employees Salary range for this role is $82 per hour base rate. Please speak with the recruiter for more information. We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Benefits for part-time and per diem vary. Please speak to a recruiter for more information. Applicants only. No agencies please.
04/07/2026
Full time
Indio, CA - Seeking Inpatient Psychiatry Advanced Provider Leads Become a Valued Member of Your Inpatient Psychiatry Team As a Lead Advanced Provider, you play a critical role in our mission to improve lives in Inpatient Psychiatry and are a valued member of the full care team. At Vituity we know the impact you can have. Join the Vituity Team. At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done. Vituity Locations: Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity Maintain frequent and regular communications with Medical Director, Site Management Team members, Vituity clinical leadership, and Vituity Practice Management (PM). Participate as member of the Site Management Team. (SMT). Ensure engagement in the site by encouraging attendance of Advanced Providers at department meetings. Facilitate regular communication with site providers and encourage a sense of community. Communicate information from central Vituity Advanced Provider leadership sources to the Medical Director, SMT, Practice Administrator, and Advanced Provider team members as appropriate. Assist Medical Director with recruiting, interviewing, retention strategies, and culture building activities. Establish and execute a detailed orientation and onboarding program for new hires tailored to the needs of new hires, ensuring a smooth transition into their roles within the practice. Ensure new hire Advanced Provider understanding of Vituity, site policies, practices, and clinical progression. Address deficiencies proactively. Provide positive change management leadership and support of operational, patient experience, and other improvement initiatives. Provide ongoing and constructive feedback to physicians, advanced providers, and other site team members to enhance performance and professional growth. Address performance issues in conjunction with the Medical Director and coordinate the involvement of People Operations before formal counseling or Performance Improvement Plans. Assist the Medical Director with the documentation of performance-related issues. Participate in annual performance review process as directed by Medical Director. Work closely with Medical Director to ensure regular review of Advanced Provider cases, providing feedback and guidance as necessary. Oversee and manage a consistent new provider education process. Direct or assist in directing a formal Internship program for every new graduate hire or those new to that practice line, if one is in place at the practice site. Coordinate or direct regular clinical education for all Advanced Provider staff. Leverage Vituity University CME resources where appropriate. Provide oversite of the Advanced Provider monthly work schedule and timecard administration as delegated by the Medical Director. Create or assist in creation of the Advanced Provider monthly work schedule in accordance with Vituity and site-specific scheduling policies and shift staffing needs. Serve as a time-card administrator for the Advanced Providers at the site. Required Experience and Competencies Graduation from an accredited college or university Nurse Practitioner program is required. Bachelor's Degree in the Sciences, Healthcare, or equivalent required. Must possess a current state license from the applicable State Licensing Board, national certification, a Federal DEA (if applicable) and/or any additional state license required for prescriptive authority as a condition of employment. Advanced Provider with current, valid National Board Certification in relevant field/specialty and an active unrestrictive state license to practice medicine in the respective state(s) is required. Previous work experience in a family practice office, Ambulatory Care Center (ACC), and/or emergency department is preferred. Excellent oral and written communication skills. Flexibility in responding to the various demands of multiple patients in an acute care setting. Ability to make critical decisions in a timely manner with a minimal amount of supervision Patience and emotional stability to respond to patients and staff members in a compassionate and professional manner. Stamina to focus on patient care and accurate documentation of the visit for long periods of time, working efficiently for the duration of a clinical shift. Manual dexterity to perform all the procedures expected of the role in the practice line. Ability to read reports and to use a paper charting system and electronic medical records system. Ability to stand and/or walk quickly for 50-75% of a work shift. Tolerance for high levels of emotional stress in an environment of crisis response. Stamina for an irregular schedule of day, evening and night shifts, as well as weekends and holidays. The Practice Coachella Valley Behavioral Health - Indio, California 80 acute adult inpatient psych beds. Patient mix includes adult, adolescent, and gero. Approximately 58 patients per day. Joint commission, CMS, and LPS certified. The Community Indio, California, is a wonderful place to live and work thanks to its unique desert charm, vibrant community, and proximity to iconic landmarks. Located in the Coachella Valley, it offers a mix of tranquility and excitement, with easy access to the famous Palm Springs, Joshua Tree National Park, and the San Bernardino Mountains. Indio is renowned for hosting the Coachella Valley Music and Arts Festival and the Stagecoach Festival, drawing thousands every year. The city's weather is typically sunny and warm, with hot summers and mild winters, making it ideal for outdoor activities like hiking, golfing, and exploring the nearby deserts. Its affordable housing options, strong local economy, and proximity to larger cities like Los Angeles and San Diego further enhance the appeal of Indio as a great place to live and work. Benefits & Beyond Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. Superior health plan options Dental, Vision, Life and AD&D coverage, and more Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6% plus discretionary profit-sharing contributions (eligible January following 18 months of service) Variety of Pre-Tax Savings Accounts including HSA, FSA, Dependent Care and Commuter Benefits Time Off when you need it: Start with 4 weeks PTO annually and increase to 6 weeks with tenure, plus generous sick leave Flexible scheduling for work/life balance Annual cash bonus Professional Expense Reimbursement for medical staff dues, states licenses, DEA license, and national recertification fees Up to $1,500 annual allowance for medical education courses and professional memberships Student Loan Refinancing Discounts EAP and travel assistance included Free education opportunities for personal and professional growth Several wellness programs that focus on provider wellbeing and health Purpose-driven culture focused on improving the lives of our patients, communities, and employees Salary range for this role is $82 per hour base rate. Please speak with the recruiter for more information. We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Benefits for part-time and per diem vary. Please speak to a recruiter for more information. Applicants only. No agencies please.