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About the Director of Counseling, Wellness, and Mental Health Services: The Director of Counseling, Wellness, and Mental Health Services will play a key role in ensuring the network has the vision for mental health programming and social emotional learning (SEL) necessary to make KIPP's mission a reality. The ideal candidate is an experienced, and licensed School Psychologist that can lead on social emotional programming and mental health staff development. About KIPP: Together with families and communities, KIPP creates joyful, academically excellent schools that prepare students with the skills and confidence to pursue the paths they choose-college, career, and beyond-so they can lead fulfilling lives and build a more just world. KIPP is a national network of tuition-free, public charter schools open to all students. There are 255 college-preparatory KIPP schools in 20 states and the District of Columbia, serving more than 100,000 students. Nationally, KIPP students are graduating four-year colleges at three times the national average for low-income students. Who we are: KIPP Colorado Public Schools is a network of six free college-preparatory public charter schools open to all students. Our 350-person staff educates 2,600 students from ECE to 12th grade. At KIPP Colorado, we partner with our KIPPsters, educators, families and communities to ensure that we are all united around the goal of a choice-filled future for our KIPPsters. Our core values of excellence, belonging, belief, advocacy and courage are central to who we are and how we operate at all levels of our organization. What we do: We believe in the unique gifts and brilliance of every student. We believe in setting a high bar for joy and academic excellence to ensure the infinite possibilities our students have before them become a reality. We aspire to create and reinforce a culture of achievement, belonging and support. We know that every student is different and we personalize learning based on a student's needs, skills, and interests. Role Responsibilities and More About How You'll Spend Your Time in this Role KIPP Colorado Mental Health Programming Support Mental Health Providers and develop KIPP's Mental health providers to ensure they are prepared for key responsibilities of their roles, including but not limited to supporting Special Education Individual Education Programs (IEPs) and evaluations, 504 Plan development and evaluations, Mental Health Plans, partnership with school culture leadership and planning for tiered supports, and Crisis Planning support (such as Suicide Risk Reviews and Threat Assessments) in alignment to compliance requirements set forth by local, state, & federal law and other guidelines Support school leadership teams in coordinating contracted mental health providers and partnerships with mental health organizations. Provide school site manager mental health feedback on technical skills and compliance completion for mental health provider performance evaluation(s) Refine or develop systems/ tools related to school-based mental health roles, including but not limited to: Roles and responsibilities for School Social Workers and School Psychologists ; Onboarding plans; Resources for observation and coaching of mental health providers; and Evaluation systems and tools Lead, design, and support schools in implementation of universal screening and progress monitoring systems for behavior and social emotional at-risk screening. Align practices to DPS requirements as needed. Act as lead liaison with the district/authorizer mental health department and turnkey all necessary information and updates to the KIPP CO mental health team as needed Participate in all and turnkey important information from district/authorizer mental health department meetings and trainings Provide direct/indirect school psychology services and evaluation assessment support for a caseload of students with IEPs, as needed KIPP Colorado Mental Health Team Development Support vision for KIPP's role in supporting new mental health providers with induction and mentorship Provide licensure Induction mentorship hours as needed to the regional school psychologists. Directly manage the Social Worker Induction Mentor (stipend position) Provide monthly coaching to every KIPP social worker and biweekly coaching and direct management to Regional School Psychologists Develop and lead a monthly mental health professional learning community for all KIPP CO social workers and school psychologists in alignment to priority focus areas Provide consultation to teachers implementing Tier 1 SEL Curriculum Ensure Mental Health systems and structures align with T1 SEL and supportive classroom strategies Development of instructional leaders, Deans, and mental health providers for strong implementation of social emotional programming continuum (e.g., referral to a provider, mental health MTSS systems, documentation of services, etc.); and create and successfully roll-out these systems Lead, coordinate, and co-create essential mental health beginning of the year training for all mental health providers Professional Responsibilities Believe deeply in the mission, values, and Race, Inclusion, Diversity, and Equity (RIDE) commitments of KIPP Colorado Schools and that all children can and will learn. Providing an active presence, strategic supervision, and intentional monitoring to ensure student safety and engagement in rigorous learning (regardless of my role and its proximity to students) Take ownership for the development of your craft (meet 1x/1-2 weeks with a manager, implement feedback, engage in active practice, etc.) Meet professional obligations including and not limited to meeting deadlines and honoring schedules. Collaborate with colleagues and seek feedback in the spirit of continuous improvement. Reflect on professional practices to meet individual professional development goals. Assume personal responsibility for student achievement. Actively participate in professional development, grade level, and department meetings. Actively engage in all school-wide professional development. Serve as a positive, contributing member of a grade team, collaborating with colleagues to tackle common challenges and implement grade-wide initiatives. Share candid, solutions-oriented feedback with peers and leadership on a regular basis. Maintain strong attendance each day and be on time to all responsibilities Assist with both student and staff recruitment. Other duties as assigned Director Role Level Specifics, Scope of Work, and Level of Responsibility "For more about how you'll lead at the Director level, please visit the (this is an internal document, only). About Your Skills and Qualifications at the Director Level: Master's degree or higher from an approved specialist-level program (required) Spanish bilingual (preferred) Active Professional Level Special Service Provider license with a School Psychologist (ages 0-21) endorsement from the Colorado Department of Education (preferred at time of hire, may obtain within the first twelve months in the position) Experience as a School Psychologist (a minimum of three years required) At least 5 years of school based experience and/or a strong record of helping underserved students achieve academic success (required) Past experience (2 years) of leading adults in a school environment (required) A full understanding and Commitment to an Exceptional Student Experience (more about that ) (required) Outstanding organizational skills and high attention to detail; outstanding written and oral communication skills Ability to manage the ambiguity and multiple priorities inherent in an entrepreneurial environment Proactive problem solver who demonstrates initiative and teamwork Strong work ethic coupled with an enthusiastic and passionate approach to one's work Multi-faceted, multi-skilled, resourceful and willing to do whatever it takes to help the school reach a level of academic excellence High level of detail orientation and sound excellent organizational skills Strong communication, feedback and facilitation skills Strong analytical and problem-solving skills Articulate, professional demeanor with strong self-confidence and initiative. Entrepreneurial mindset, with the creativity and versatility to work productively in a fast-paced environment Demonstrated ability to work in a fast-paced, high-energy environment with a proven ability to meet and complete multiple deadlines and tasks with meticulous attention to detail. Strong interpersonal skills, with the ability to develop productive working relationships with stakeholders across functional and organizational lines Passionate commitment to KIPP Colorado mission and to high standards of excellence Compensation and Benefits: Staff retention and satisfaction is imperative for KIPP Colorado. We seek to provide competitive compensation and benefits including the following: Competitive Market Salary: Starting salary for this role begins at $90,000 Please submit a comprehensive resume to assure all your experience is accounted for! (Tip: We don't care if your resume is more than one page . click apply for full job details

VP, Group Benefits Underwriting page is loaded VP, Group Benefits Underwriting Apply locations Wellesley Hills, Massachusetts Kansas City, MO Office Hartford, CT Office U.S. Telecommuters Portland - Exec time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: VP, Group Benefits Underwriting You are as unique as your background, experience, and point of view. Here, you'll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic teams - experts in their fields - who are eager to share their knowledge with you . Your colleagues will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our clients who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families, and communities around the world. The Opportunity As the V P, Group Benefits Underwriting , y ou wil l lead Group Benefits Underwriting at the Senior Management level . You will be accountable to manage the Quoting and Underwriting function s (200+) , for the Group Benefits business , a business delivering commercial Dental, Life, Disability, Absence Management and Supplemental Health products and services to the U.S. market. In your role you will ensur e the business achieves its profitable growth and renewal management targets and builds an industry leading Underwriting team . This position is responsible for setting and implementing strategic direction in partnership with other functional areas including Strategy , Distribution, C laim s , Product Management, Pricing, Finance, IT and Client Management; and must effectively work in partnership with the Group Benefits leadership team to optimize our sales and financial results. You will also partner with our Commercial Dental business and Health and Risk Solutions business to package, sell and renew products and services to the broader Group Benefits marketplace. This role requires a strong und erstanding of Sun Life's competitive landscape and the ability to apply technical Underwriting knowledge as well as operational expertise to deliver optimal outcomes. The leader will direct and develop a team of highly technical Underwriters , sales internal support specialists and be a strong partner with other business units, D istribution leaders and functional teams to balance growth and profitability targets . The ability to build and leverage strong partnerships across all levels and functions within Sun Life is imperative to success . T his role also requires excellent technology acumen to develop and implement technology advances to improve the quality, performance and efficiency of quoting , underwriting operations and risk management decision making . In addition, th e leader will develop and enhance key strategic distribution relationships external to Sun Life with benefit brokers , consultants, technology vendors, industry groups, and reinsurance partners . You will leverage your leadership, analytical , technology and communication skills to drive a n industry leading underwriting function and enable our Group Benefits business to achieve our ambitious goals . How you and your teams will contribute : Align functional plans to the US business strategy. Provide the leadership direction to the Underwriting and sales support organization s , inspiring the o thers to achieve our business purpose. Measure and manage business unit OKRs and functional goals Develop and implement technology advances that support profitable growth, scaling the business, and advancing the client experience Ensure compliance with all laws/regulations and direct the organization to maintain high ethical standards. Communicate the financial and operational performance of the Underwriting organization with strong financial acumen and a n excellent understanding of underlying drivers of financial outcomes. Contribute to and advance the strate gic direction of the business, e xecut e on business plan s , including setting and implementing the company's profit agenda beyond Underwriting. Demonstrat e th at we put the Client at the center of everything we do. Work closely with senior leadership, distribution, business stakeholders, an d C lients to develop and influence business solutions . Identify best practices and philosophies for effective risk management. Develop and l ead organization change. Create and foster a team environment that encourages others to be bold and deliver innovative solutions. Encourage high standards of performance and inspire others to define new opportunities that continuously improve the organization. I ntegrates 'go to market' sales strategies within underwriting and new business processes . Establish and execute plans with territory and regional sales leaders encourage use of sales and renewal strategies to sell and renew more profitable business. Develop Operational and Financial metrics for the Underwriting and sales support department s . Guide the underwriting department to achieve appropriate growth . Develop and maintain operational processes and procedures to achieve financial results and maximize operational efficiency. Support efforts to control expenses through strong planning, innovation, efficient allocation of resources and flexibility. Improve the quality and efficiency of our underwriting business processes through designing and implementing enhanced tools and more efficient procedures. Develop, refine, and implement renewal strategies in conjunction with the pricing actuaries that improve results while maintain an appropriate level of persistency. Continuously monitor , refine, and implement territory actions to address market issues . D evelop/refine sales/underwriting discount authority and sales programs. Continuously review and update client underwriting guidelines and authority levels as needed and develop quality assurance programs to ensure compliance . Support Business Development by participating in new business opportunities and providing resources. Capitalize on opportunities to expand our relationships with current and potential partners and clients to grow new business opportunities . What you will bring with you: Underwriting expert ize with demonstrated experience managing multiple teams and functions. Must have underwriting and pricing knowledge of group Life and Disability , Dental and Supplemental Health benefits in all market segments including National Accounts. Proven collaboration and influencing skills with ability to get work done through others across the enterprise and group insurance. Strong organizational, analytical, and problem-solving skills; demonstrated ability to think about business problems in new ways and clarify key issues in complex situations. Effective communicator who provides clear direction, sets clear expectations, and provides organizational clarity on priorities, progress, and results. Disciplined execution and delivery skills with experience driving accountability and ownership into every level of the organization and influence others across the organization not directly under their control. Significant e xperience acting as a key decision maker and member of a business leadership team. Strong financial orientation and demonstrated understanding of the underlying drivers of earnings and reserve valuation. Keen understanding of the insurance industry best practices Ability to attract, recruit, retain and develop high performing talent. Proven relationships with Distribution / Sales teams Strong business acumen with a solid understanding of how Sun Life makes money. An proven problem solver with an ability to think outside of traditional underwriting An ability to leverage technology advancements to improve practices and business performance A working understanding of the many functions required for successful partnership with internal parties, including finance, distribution, claims, legal and compliance. Understanding and awareness of market trends Exceptional Leadership skills with 10-15 years of experience leading expanded teams. 1 5 + years of Underwriting experience Bachelor 's degree preferred. Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! Life is brighter when you work at Sun Life . click apply for full job details

Role Summary/Purpose: The North America (NAM) Human Resources Services team is seeking a Payroll & HRIS Specialist in our Water Technologies & Solutions Division. The North America Region includes Canada, the United States, and the Caribbean. As a key member of the team you will be responsible for supporting the North America Payroll & HRIS initiatives. You'll help improve processes and promote our self-service HR model with the local workforce. If you like the idea of working with a company that's doing big things to create a cleaner, more sustainable world for us all here's more! Essential Responsibilities The Payroll & HRIS Specialist duties include but are not limited to: Supports the Payroll Managers for US, Canada and Caribbean Payroll functions Processes payroll as necessary Supports Position Management under the direction of the Regional HRIS Subject Matter Expert. Collaborates with Payroll and Benefit vendors Creates and manages employee data reports supporting both internal requests and external compliance, including: EE01, Social Reporting, and Affirmative Action data. Processes HRIS Transactions Researches Payroll related issues Audits Payroll and HRIS Data Creates and transmits data files from HRIS system to payroll and benefits vendors Assists with special projects and initiatives Collaborates with the team on process improvement initiatives Responds to employee inquiries Minimum Requirements 5-10 years' experience in Payroll Strong Multi Site Payroll Management Experience Proficient in HRIS Position Management (Success Factors Preferred) Experience with Time Management Software (ADP or Kronos preferred) Advanced Excel Skills including V-lookup and Pivot Tables Microsoft Office skills, including Strong Excel skills Exceptional attention to detail Strong verbal and written communication skills. Ability to multitask and function in a fast paced, dynamic environment. Self-motivated, quick to deliver, and a team player Effective problem-solving skills The ability to interface with employees at all levels of the organization. Desire to learn Useful Skills or Abilities BA with a focus on Human Resources is a Plus Experience with US, Canada and Caribbean entities is a Plus. Knowledge of payroll HRIS compliance PHR certification is desirable External Candidates We realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We're an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. We offer challenging and meaningful careers, with competitive benefits and flexible work arrangements. Role Summary/Purpose: The North America (NAM) Human Resources Services team is seeking a Payroll & HRIS Specialist in our Water Technologies & Solutions Division. The North America Region includes Canada, the United States, and the Caribbean. As a key member of the team you will be responsible for supporting the North America Payroll & HRIS initiatives. You'll help improve processes and promote our self-service HR model with the local workforce. If you like the idea of working with a company that's doing big things to create a cleaner, more sustainable world for us all here's more! Essential Responsibilities The Payroll & HRIS Specialist duties include but are not limited to: Supports the Payroll Managers for US, Canada and Caribbean Payroll functions Processes payroll as necessary Supports Position Management under the direction of the Regional HRIS Subject Matter Expert. Collaborates with Payroll and Benefit vendors Creates and manages employee data reports supporting both internal requests and external compliance, including: EE01, Social Reporting, and Affirmative Action data. Processes HRIS Transactions Researches Payroll related issues Audits Payroll and HRIS Data Creates and transmits data files from HRIS system to payroll and benefits vendors Assists with special projects and initiatives Collaborates with the team on process improvement initiatives Responds to employee inquiries Minimum Requirements 5-10 years' experience in Payroll Strong Multi Site Payroll Management Experience Proficient in HRIS Position Management (Success Factors Preferred) Experience with Time Management Software (ADP or Kronos preferred) Advanced Excel Skills including V-lookup and Pivot Tables Microsoft Office skills, including Strong Excel skills Exceptional attention to detail Strong verbal and written communication skills. Ability to multitask and function in a fast paced, dynamic environment. Self-motivated, quick to deliver, and a team player Effective problem-solving skills The ability to interface with employees at all levels of the organization. Desire to learn Useful Skills or Abilities BA with a focus on Human Resources is a Plus Experience with US, Canada and Caribbean entities is a Plus. Knowledge of payroll HRIS compliance PHR certification is desirable External Candidates We realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We're an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. We offer challenging and meaningful careers, with competitive benefits and flexible work arrangements.

Location: Glendale, CA Job_Code: 5991 # of Openings: 1 Job Brief Remote Opportunity! Work Comp Major Case Investigator California (remote Opportunity) ( MUST have extensive CA Worker's Compensation investigation experience ) General Summary: In support of the EMPLOYERS' anti-fraud program goal to both protect EMPLOYERS against the adverse financial impact of workers' compensation fraud and to ensure compliance with federal, state and local anti-fraud statutory/regulatory mandates, the Major Case Investigator provides knowledge and expertise in medical fraud, premium fraud, and knows how to develop complex cases as it relates to insurance fraud schemes. This investigator's focus is directed towards multiple complex California case investigations with regional and nationwide implications. This investigator will have the skillset to pursue criminal prosecution of medical providers, claimants, policy holders, producers, attorneys, and other service providers that are suspected of having committed workers' compensation fraud against EMPLOYERS, its member companies and its policyholders. This Investigator must have a strong insurance background, with a focus on investigations specific to Workers' Compensation fraud schemes. Essential Duties and Responsibilities: Worker's compensation insurance experience Analyzes and summarizes highly technical information related to multiple complex case investigations with regional and national implications. Identifies irregularities, risks and next step actions through various means of pursuit. Has the ability to translate these findings to multiple internal and external customers and legal agencies. Makes key decisions regarding strategies for major case investigations involving multiple claims and/or organized fraud ring activity with regional and national impact. Proactively uses analytical skills and data analytics programs to identify potential areas of organized fraud activity or identify areas of vulnerability to fraud to develop investigative plans and/or solutions. Assists in forecasting needs from emerging trends in the major case and/or organized fraud arena in local area. (e.g., National Insurance Crime Bureau (NICB) and industry alerts, leads from all industry lines of business, etc.). Conducts technical training for investigative staff to build knowledge base in major case and/or fraud ring identification and investigative techniques. Applies critical thinking techniques to prioritize and develop investigations that have complex allegations and/or significantly financial impact to multiple claims and/or organized ring activity spanning state lines. Applies Local, State and Federal statutes to ensure investigations are carried out within the requirements of applicable law and local office expectations. Provides exceptional customer service by maintaining contact with internal business partners, customers and external resources throughout the life of each investigation. Acts as a liaison with local/state/federal law enforcement personnel, industry advocates and other companies. Serves as the subject matter expert (liaison) on fraud (medical and non-medical) to business and industry partners. Applies rules of evidence; recognizes evidence and determines its value to specific claim, evidence collection and interpretation. Assesses potential for lien consolidations, Qui Tams, bulk settlements, and is able to work with our panel attorneys to determine the best outcome to manage our risk. Establishes and maintains liaison network with public officials, law enforcement officers and others to obtain assistance in conducting investigations. Develops and maintains strong collaborative working relationships within EMPLOYERS, within the insurance industry and with law enforcement/prosecutorial agencies and organizations. Identifies cases of suspected fraud and prepares documented referrals for law enforcement. Testifies in court as required and prepares evidence as requested by the prosecution. May conduct claim file reviews for referral opportunities as needed (e.g., by line of business, by emerging trends, etc.). Ensures the timely and appropriate response to requests for information/assistance from law enforcement, prosecutorial and other authorized governmental agencies, pursuant to federal, state, and local statutes and regulations. Participates, as directed, in providing approved anti-fraud training to policyholders, producers, vendors, law enforcement and prosecutorial personnel. Travels on short notice by company vehicle or commercial carrier to various local or out of state destinations to perform investigative duties, appear in court, and meet with law enforcement/prosecutorial personnel or to provide or obtain training. Always exercises due diligence to protect EMPLOYERS against any unnecessary risks associated with the investigatory process. Other duties may be assigned. Salary Range: $75,000 - $106,000 + comprehensive benefits package. Please follow the link to our benefits page for details! Job Requirements: Worker's compensation insurance experience Knowledge of the civil remedies that can be pursued, including lien consolidations, Qui Tams, bulk settlements, etc. Detailed knowledge of medical fraud, American Medical Association CPT codes, CA Workers' Compensation lien processes, premium fraud, claimant fraud, and be well-versed in emerging fraud trends. Bachelor's degree in related field or equivalent experience. Attainment of an Advanced General/Specific Peace Officers Standards and Training certificate, or equivalent. Minimum of five (5) years of combined experience from any of the following areas: Insurance fraud investigations for a governmental agency (workers' compensation experience preferred). Insurance fraud investigations for a private/public insurance carrier or private third-party administrator TPA (workers' compensation experience preferred). Valid state drivers' license and good driving record. Demonstrable working knowledge of federal, state, and local statutes, ordinances, regulations and case law pertaining to insurance fraud (preferably workers' compensation insurance fraud) and of the criminal justice judicial system. Proven investigative skills. Superior oral and written communication, listening, interpersonal, customer service and telephone skills. Must be self-motivated with the ability to work independently with minimal direction and possess the abilities and skills to multi-task, to determine the relative importance of each task and issue, to adhere to deadlines, and to complete assignments accordingly. Excellent analytical, problem solving and decision-making skills and the ability to deal professionally with people in challenging situations. Ability to comply with Federal and State and local statutes, ordinances, and regulations regarding maintaining confidentiality. Possession of basic computer skills and understands relational database information querying techniques. (MS Office, Internet searches, Industry database familiarity, etc.) Preferred But Not Required: Insurance claims examiner experience. Professional certification or designation related to fraud investigations preferred (CFE, FCLS, FCLA, or related). Work Environment/Physical Demands: This job operates in a remote professional office environment. This is a sedentary role; however, some mobility is required. May work early, late, or occasional weekend hours to accommodate business needs. Occasional lifting of a maximum of 30lbs. Minimal travel to other office locations/meeting locations occasionally necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EMPLOYERS is a dynamic, fast-growing provider of workers' compensation insurance and services, we are seeking a purposeful individual willing to put their ideas to work! We offer a positive, challenging work environment, combined with an opportunity to build your career as you help us grow our business, in innovative and imaginative ways that are uniquely EMPLOYERS ! Headquartered in Reno, Nevada, EMPLOYERS attributes its long-standing success to its most valuable resource, our employees across the United States. EMPLOYERS is known for the quality service and expertise we provide to our clients, and the exemplary work environment we provide for our employees. We live and breathe our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment. These are the pillars that support how we do business with our clients as well as how we treat each other! At EMPLOYERS, you'll discover an energetic environment that inspires top achievement. As "America's small business insurance specialist," we have the resources, a solid reputation and an expanding nationwide identity to enrich your work/life and enhance your career. HP22 PI8bc4c1-

Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Works with Treasury Management (TM) Sales Manager to develop and execute market sales strategy and achieve sales objectives for new Treasury Management business. Proactively partners with Relationship Manager to develop new Treasury Management sales, cross sell and customer retention. Provides key Treasury Management communication for the market; communicating new or enhanced product capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management. Monitors the market progress towards Treasury Management new sales and budget revenue goals. Regularly reviews existing portfolios to identify unexplored opportunities with current clients. Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components. Attend Relationship Manager sales meetings regularly and serve as key product partner for new treasury management sales, and joint calls on prospects and clients for cross sell and client retention. Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters and client support personnel. Regularly manage and update sales activities and pipeline in Banker Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment. Follows up with TM clients to ensure they are comfortable with and understand how to use TM products. Stays informed on new product updates and changes to existing products and processes, and enhances professional, consultative, sales and technical skills related to the Treasury Management product set. All 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. EDUCATION AND/OR EXPERIENCE Bachelor's degree (B.A.) from four-year college or university Six years or more years of treasury management sales experience. Proven track record of meeting or exceeding annual sales revenue production target and call goals Demonstrated knowledge of banking, depository, and Treasury Management products and risk management processes. LANGUAGE SKILLS Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and request for information/proposals. Strong written and oral communication skills; ability to effectively present information and respond to questions from clients and partners. COMPUTER AND OFFICE EQUIPMENT SKILLS Proficiency with Internet, Microsoft Office suite (Word, Excel and PowerPoint) and general knowledge of PC hardware/software helpful CERTIFICATES, LICENSES, REGISTRATIONS Certified Treasury Management Professional designation (CTP) preferred Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More About Us First Horizon Corp. (NYSE: FHN), with $89.1 billion in assets as of December 31, 2021, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Follow Us Facebook Twitter LinkedIn Instagram YouTube Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Summary The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. ESSENTIAL DUTIES AND RESPONSIBILITIES • Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. • Extensive client contact , involved in all activities that align with prospective and existing clients • Performs account maintenance including money transfer requests, address changes, etc. • Serves as liaison and between sales team, compliance, and other business lines throughout the firm • Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures • Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation • May attend client meetings, prospect meeting, and client/marketing events • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. • Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support • Fulfill financial advisor requests and resolve service-related issues and inquiries • Process tasks and resolve issues in a timely and accurate manner • Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times • Maintain a focus on continuous improvement and provides feedback on system enhancements • Master technology to ensure it is being used to its full benefit. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More Follow Us Facebook Twitter LinkedIn Instagram YouTube Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Works with Treasury Management (TM) Sales Manager to develop and execute market sales strategy and achieve sales objectives for new Treasury Management business. Proactively partners with Relationship Manager to develop new Treasury Management sales, cross sell and customer retention. Provides key Treasury Management communication for the market; communicating new or enhanced product capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management. Monitors the market progress towards Treasury Management new sales and budget revenue goals. Regularly reviews existing portfolios to identify unexplored opportunities with current clients. Develops an understanding of market pricing and available fee opportunities, including a broad knowledge of budget projections and revenue components. Attend Relationship Manager sales meetings regularly and serve as key product partner for new treasury management sales, and joint calls on prospects and clients for cross sell and client retention. Conducts regular Treasury Management training sessions and product updates for relationship managers, underwriters and client support personnel. Regularly manage and update sales activities and pipeline in Banker Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment. Follows up with TM clients to ensure they are comfortable with and understand how to use TM products. Stays informed on new product updates and changes to existing products and processes, and enhances professional, consultative, sales and technical skills related to the Treasury Management product set. All 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. EDUCATION AND/OR EXPERIENCE Bachelor's degree (B.A.) from four-year college or university and four to six years treasury management sales experience. Proven track record of meeting or exceeding annual sales revenue production target and call goals Demonstrated knowledge of banking, depository, and Treasury Management products and risk management processes. LANGUAGE SKILLS Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and request for information/proposals. Strong written and oral communication skills; ability to effectively present information and respond to questions from clients and partners. COMPUTER AND OFFICE EQUIPMENT SKILLS Proficiency with Internet, Microsoft Office suite (Word, Excel and PowerPoint) and general knowledge of PC hardware/software helpful CERTIFICATES, LICENSES, REGISTRATIONS Certified Treasury Management Professional designation (CTP) preferred Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More About Us First Horizon Corp. (NYSE: FHN), with $89.1 billion in assets as of December 31, 2021, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Follow Us Facebook Twitter LinkedIn Instagram YouTube Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Our Mission: Keep Washington Safe and Working! Our Values: Customer Focus, One L&I, Respect, Diversity, Equity and Inclusion, Learning and Growth, Reliability In addition to the base salary above Industrial Hygienists and Safety & Health Professionals will be compensated basic salary plus 10% for each hour they are required to use personal protective equipment (excluding hard hats, boots, hearing and eye protection) to enter a hazardous worksite to consult, inspect or investigate where serious hazards are present. AND IF BILINGUAL If hired as bilingual (not required), after passing an assessment of your ability to write and speak fluently. We do not use translating software. Employees with bilingual responsibilities receive a 5% increase in pay. IN ADDITION TO ALL OF THAT We value our employees and their work-life balance by encouraging flexible schedules. This position can be offered with a flexible schedule (4/10's, 9/80's, 5/8's etc.) once fully trained and approved by management. AND All Personal Protective Equipment (PPE) required for this position will be provided by L&I DOSH as specified in WAC 0. L&I's Division of Occupational Safety and Health (DOSH) administers the Washington Industrial Safety and Health Act (WISHA) law by developing and enforcing rules that protect workers from hazardous job conditions. Our investigators visit about 5,000 workplaces each year and cite businesses that violate health and safety rules. The Compliance Safety and Health Investigator (CISHI) positions are used to maintain Federal approval of the state plan occupational safety and health program that is necessarily authorized under statute, Chapter 49.17 RCW, the Washington Industrial Safety and Health Act (WISHA). DOSH Compliance investigators have enforcement authority over all employers in the state of Washington. This includes private and public sector, state, county, and city authorities. The approved State program at the Department of Labor and Industries must be maintained as-effective-as the federal OSHA compliance program. The work is aimed at ensuring all employers comply with workplace safety and health laws and rules to prevent worker and public fatalities, injuries and illnesses, to include compliance enforcement through legal processes and procedures. We are hiring for TWO CISHI-3 positions, with one position available in each of the following offices: Moses Lake, and Union Gap. CISHI-3s are senior level safety and health investigators that have attended a defined new hire course that includes over 360 classroom hours (provided upon hire). They conduct highly complex investigations and inspections of safety and health hazards in all industries independently or in teams. This includes fatalities or accident investigations, resulting in hospitalizations, amputations, or loss of an eye. They lead CISHI-1 and CISHI-2 investigators and inspectors, or work as part of a team assisting and supporting CISHI-5 supervisors and CISHI-6 expert level industrial safety and health engineers in highly complex investigations and inspections. All of this work is crucial to the safety and health of the workers of the State of Washington, and directly impacts and supports the Department's mission, "Keep Washington Safe and Working". For this position, telework is permitted on occasion dependent upon business needs and supervisor approval. The assigned duty station for this position will be located in Moses Lake or Union Gap, Washington. The location depends on the current residence of the successful candidate. Learn more about DOSH here: 50 Years of DOSH See all of our current L&I DOSH position openings here: Current L&I DOSH open positionsSome of what you'll do: Independently conduct thorough fatality investigations to determine root cause and other contributing factors. Independently investigate accidents resulting in hospitalizations, amputations, or loss of an eye. Conduct highly complex safety investigations of workplaces using independent judgment within established guidelines to determine the type and extent of suspected environmental and occupational safety hazards (e.g. manufacturing plants, construction projects, etc.). Conduct pre-investigation research including any necessary review of electronic files and relevant references that may require hours of sitting or standing. Enter physical worksites unannounced to conduct compliance investigations. Assist CISHI-6 engineers on more complex investigations, such as catastrophic events where multiple fatalities and/or hospitalizations have occurred. Thoroughly investigate accidents to determine root causes and contributing factors, provide documentation to back up conclusions and prepare detailed report by assembling all information gathered during the investigation. Investigate complaints and referrals to determine if the alleged hazards exist and employees are exposed to them. Evaluate trench or excavation hazards for appropriate cave-in protective systems, evaluate machine hazards to ensure specific guarding requirements are met, and look for fall hazards to include ladders and scaffolding. Document findings, prepare a detailed report and respond to the complainant established policy. Investigate worksites to identify safety hazards while taking field notes, photos, videos, or other appropriate documentation methods. Determine employer compliance or non-compliance with WISHA Safety and Health Standards and write reports documenting employee exposure along with proposed citations and monetary penalties as appropriate. Ensure abatement of hazards identified during inspection by ensuring employer knows how to send in required paperwork enclosed in the Citation and Notice, contacting employers when abatement is nearing its due date (if the department has not received the employer certification of abatements), e-mailing copies of the certifications forms when they have been misplaced by the employer, sending official letters on non-abatement compliance, and notifying their supervisor that they have completed the above steps and the employer has not complied so a follow-up inspection can be assigned. Works with the Attorney General's office and local prosecutors on highly complex and difficult cases. Testifies on behalf of the Department as primary witness for all inspections conducted, and testifies as witness to any other inspections participated in. Performs evidence handling of highly complex cases. Provide field training to CISHI1 and CISHI2 inspectors. Provide guidance and assistance to CISHI1 and CISHI2 investigators as needed. And much more! REQUIRED: Must be physically capable to walk through a variety of workplaces such as large manufacturing plants with metal stairways, catwalks, ladders, and walk through rough terrain. Must also be able to be exposed to weather (wearing appropriate weather gear) for long durations. A valid and unrestricted driver license. AND one of the following: Five years' experience as a DOSH Compliance Industrial Safety and Health Investigator (CISHI/CHSO), or equivalent experience as a Federal OSHA or other state plan journey-level safety and health specialist or industrial hygienist. OR Certified Safety Professional (CSP). OR Five years of full-time professional experience as an employer's safety director or manager, industrial hygienist, safety and health specialist, etc. OR Seven years of full-time journey level occupational/industrial safety experience in one or more of the following industries: Government, military, construction, public health or related safety and health field. OR A Bachelor of Science degree from a regionally accredited university in occupational safety and health, industrial hygiene or similar AND five years of occupational/industrial safety professional experience. DESIRED: Bilingual preferred; persons of all languages are encouraged to apply. Bilingual jobs include a 5% salary increase for dual language responsibilities. What we are also looking for: A strong desire to ensure worker safety with a thorough understanding of safety and health rules and regulations and ability to identify safety related hazards in a variety of workplaces. Strong written, verbal and interpersonal communications skills with ability to write comprehensive and concise reports detailing identified hazards. Willing and able to work with hostile clients or customers (both internal and external). Knowledge of Safety and Health Rules and Regulations, the Washington Industrial Safety and Health Act (WISHA) and the federal government's Occupational Safety and Health Administration (OSHA). The ability to explain to customers what their businesses must do to comply with these regulations. Enforces governmental laws, rules and regulations, and initiates enforcement actions in such a way that the public perceives as fair, objective and reasonable. Perform duties safely; model the behavior we expect to see. Things You Need To Know State employees who meet the qualifications will become eligible for a generous retirement package at the end of the employee's career. Click on the "Benefits" tab to learn more. At L&I, your voice matters. In addition, L&I is a diverse state agency dedicated to the safety and health and security of Washington's 3.3 million workers. Take a look at this brief video and learn more about why L&I is an employer of choice. For positions where in-office work is necessary, the frequency of telework will be discussed with the supervisor of the position at the time of offer. Application process We will contact the top candidates directly to interview for this position. Because we base the selection on information provided by you, it is in your best interest to identify the knowledge, skills, and abilities that address the mandatory and desirable qualifications described in the announcement . click apply for full job details

About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Summary The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. ESSENTIAL DUTIES AND RESPONSIBILITIES • Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. • Extensive client contact , involved in all activities that align with prospective and existing clients • Performs account maintenance including money transfer requests, address changes, etc. • Serves as liaison and between sales team, compliance, and other business lines throughout the firm • Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures • Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation • May attend client meetings, prospect meeting, and client/marketing events • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. • Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support • Fulfill financial advisor requests and resolve service-related issues and inquiries • Process tasks and resolve issues in a timely and accurate manner • Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times • Maintain a focus on continuous improvement and provides feedback on system enhancements • Master technology to ensure it is being used to its full benefit. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More Follow Us Facebook Twitter LinkedIn Instagram YouTube Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Goldman Sachs Private Bank Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client's wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. All team members are employees of Goldman Sachs Bank, USA. JOB SUMMARY & RESPONSIBILITES Establish and maintain strong internal relationships to drive lending activity Responsible for driving growth by identifying and implementing lending growth opportunities with PWM coverage teams Advise clients and advisors on appropriate tailored lending solutions and contribute to our reputation of excellence in execution Join prospect and client meetings with PWAs to raise awareness of Goldman Sachs Private Bank and the solutions available Act as first layer of control for new opportunities by pre-screening lending requests and structuring creative loan proposals that work for both the client and Firm. Partnering with our US Underwriting team on submitting credit memos and overall portfolio and risk management Taking the lead in navigating solutions for initial default situations or at risk accounts within your portfolio. Ensuring effective and consistent compliance to credit and control procedures Manage expectations through strong communication with clients and their PWAs QUALIFICATIONS 10+ years' experience in UHNW lending origination and credit analysis in a private bank or commercial banking organization Expert knowledge in Commercial Real Estate financing preferred Experience with underwriting other asset classes including securities based loans, structured lending and private equity Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives Excellent oral and written communication skills Detail oriented with strong analytical skills Strong collaboration skills in a team environment Desire to continue the growth in a dynamic business. Completion of a formal credit training program preferred Bachelor's Degree required Salary Range The expected base salary for this Boston, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Summary The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. ESSENTIAL DUTIES AND RESPONSIBILITIES • Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. • Extensive client contact , involved in all activities that align with prospective and existing clients • Performs account maintenance including money transfer requests, address changes, etc. • Serves as liaison and between sales team, compliance, and other business lines throughout the firm • Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures • Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation • May attend client meetings, prospect meeting, and client/marketing events • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. • Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support • Fulfill financial advisor requests and resolve service-related issues and inquiries • Process tasks and resolve issues in a timely and accurate manner • Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times • Maintain a focus on continuous improvement and provides feedback on system enhancements • Master technology to ensure it is being used to its full benefit. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More Follow Us Facebook Twitter LinkedIn Instagram YouTube Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)