Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. General Purpose of Job: The Associate Director, Connections Strategy , leads the development of audience-first, insight-driven communications strategies that solve real business problems. You're responsible for translating human insight and cultural signals into strategic ideas that drive brand and business growth across paid, owned, and earned ecosystems. This role balances strategic ownership with team mentorship. You will be a key voice in client relationships, driving clarity around where, how, and why to show up, and ensuring strategies are both inspired and actionable. This is a dynamic, fast-paced opportunity for someone who thrives in a collaborative environment. The ideal candidate is resourceful, a quick learner, solution-oriented, and proactive in delivering top-tier results to client needs. Key Responsibilities: Lead Strategic Communications Development: Translate audience insight into actionable, integrated communication strategies that drive measurable business outcomes across paid, owned, and earned channels. Uncover Growth Opportunities: Conduct rigorous business and audience analyses using first-, third-, and syndicated data sources to shape client strategy and forecast market potential. Champion Media Ecosystem Thinking: Define the role of each media channel within a connected experience, providing strategic guidance on investment, optimization, and cross-channel coordination. Elevate Tool and Platform Usage: Drive adoption and effective use of strategic planning tools (e.g., Quad's Tech Stack, MRI/Simmons), mentoring teams on best practices and application. Integrate Strategy Across Functions: Collaborate with media, analytics, and creative teams to ensure strategy is substantiated by data, reflected in creative, and aligned across all touchpoints. Identify & Activate Key Messaging Moments: Map consumer receptivity across the journey, leading the development of frameworks that inform messaging, timing, and contextual alignment. Deliver Thought Leadership: Anticipate cultural, category, and media shifts-translating change into forward-thinking POVs, trend analyses, and strategic implications for clients and teams. Guide Client Strategy & Relationships: Serve as a senior strategic voice in client engagements, clearly articulating rationale behind audience segmentation, channel planning, and messaging strategy. Drive Operational Excellence: Partner with leadership to refine processes, tools, and team workflows that improve efficiency, quality, and consistency of strategic output. Lead & Mentor Teams: Manage and develop junior strategists, fostering growth, accountability, and a high standard of strategic thinking and client service. Support Business Development: Lead the strategic development of pitch responses, contribute to proposal writing and final presentations, and help drive agency growth initiatives. Education: Bachelor's degree (communications, marketing, advertising, or business preferred). Experience: A history of supporting the development of holistic communications planning strategies 5-7 years of communications planning, connections planning or account planning experience Certificates, Licenses, Registrations: Formal AI training is preferred Knowledge, Skills & Abilities: Fluent in relevant principles of human behavior and a command of the ever-evolving marketing communications ecosystem Understanding of the principles of advertising, marketing and media. A basic knowledge of disciplines underlying these principles, i.e., psychology, economics, journalism Knowledge of the dynamics of paid, earned and owned media - how each media element performs alone, how they perform together and how they are constantly changing Employees can be expected to be paid an annualized salary range of $119,650 - $150,430, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. General Purpose of Job: The Associate Director, Connections Strategy , leads the development of audience-first, insight-driven communications strategies that solve real business problems. You're responsible for translating human insight and cultural signals into strategic ideas that drive brand and business growth across paid, owned, and earned ecosystems. This role balances strategic ownership with team mentorship. You will be a key voice in client relationships, driving clarity around where, how, and why to show up, and ensuring strategies are both inspired and actionable. This is a dynamic, fast-paced opportunity for someone who thrives in a collaborative environment. The ideal candidate is resourceful, a quick learner, solution-oriented, and proactive in delivering top-tier results to client needs. Key Responsibilities: Lead Strategic Communications Development: Translate audience insight into actionable, integrated communication strategies that drive measurable business outcomes across paid, owned, and earned channels. Uncover Growth Opportunities: Conduct rigorous business and audience analyses using first-, third-, and syndicated data sources to shape client strategy and forecast market potential. Champion Media Ecosystem Thinking: Define the role of each media channel within a connected experience, providing strategic guidance on investment, optimization, and cross-channel coordination. Elevate Tool and Platform Usage: Drive adoption and effective use of strategic planning tools (e.g., Quad's Tech Stack, MRI/Simmons), mentoring teams on best practices and application. Integrate Strategy Across Functions: Collaborate with media, analytics, and creative teams to ensure strategy is substantiated by data, reflected in creative, and aligned across all touchpoints. Identify & Activate Key Messaging Moments: Map consumer receptivity across the journey, leading the development of frameworks that inform messaging, timing, and contextual alignment. Deliver Thought Leadership: Anticipate cultural, category, and media shifts-translating change into forward-thinking POVs, trend analyses, and strategic implications for clients and teams. Guide Client Strategy & Relationships: Serve as a senior strategic voice in client engagements, clearly articulating rationale behind audience segmentation, channel planning, and messaging strategy. Drive Operational Excellence: Partner with leadership to refine processes, tools, and team workflows that improve efficiency, quality, and consistency of strategic output. Lead & Mentor Teams: Manage and develop junior strategists, fostering growth, accountability, and a high standard of strategic thinking and client service. Support Business Development: Lead the strategic development of pitch responses, contribute to proposal writing and final presentations, and help drive agency growth initiatives. Education: Bachelor's degree (communications, marketing, advertising, or business preferred). Experience: A history of supporting the development of holistic communications planning strategies 5-7 years of communications planning, connections planning or account planning experience Certificates, Licenses, Registrations: Formal AI training is preferred Knowledge, Skills & Abilities: Fluent in relevant principles of human behavior and a command of the ever-evolving marketing communications ecosystem Understanding of the principles of advertising, marketing and media. A basic knowledge of disciplines underlying these principles, i.e., psychology, economics, journalism Knowledge of the dynamics of paid, earned and owned media - how each media element performs alone, how they perform together and how they are constantly changing Employees can be expected to be paid an annualized salary range of $119,650 - $150,430, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. General Purpose of Job: The Associate Director, Connections Strategy , leads the development of audience-first, insight-driven communications strategies that solve real business problems. You're responsible for translating human insight and cultural signals into strategic ideas that drive brand and business growth across paid, owned, and earned ecosystems. This role balances strategic ownership with team mentorship. You will be a key voice in client relationships, driving clarity around where, how, and why to show up, and ensuring strategies are both inspired and actionable. This is a dynamic, fast-paced opportunity for someone who thrives in a collaborative environment. The ideal candidate is resourceful, a quick learner, solution-oriented, and proactive in delivering top-tier results to client needs. Key Responsibilities: Lead Strategic Communications Development: Translate audience insight into actionable, integrated communication strategies that drive measurable business outcomes across paid, owned, and earned channels. Uncover Growth Opportunities: Conduct rigorous business and audience analyses using first-, third-, and syndicated data sources to shape client strategy and forecast market potential. Champion Media Ecosystem Thinking: Define the role of each media channel within a connected experience, providing strategic guidance on investment, optimization, and cross-channel coordination. Elevate Tool and Platform Usage: Drive adoption and effective use of strategic planning tools (e.g., Quad's Tech Stack, MRI/Simmons), mentoring teams on best practices and application. Integrate Strategy Across Functions: Collaborate with media, analytics, and creative teams to ensure strategy is substantiated by data, reflected in creative, and aligned across all touchpoints. Identify & Activate Key Messaging Moments: Map consumer receptivity across the journey, leading the development of frameworks that inform messaging, timing, and contextual alignment. Deliver Thought Leadership: Anticipate cultural, category, and media shifts-translating change into forward-thinking POVs, trend analyses, and strategic implications for clients and teams. Guide Client Strategy & Relationships: Serve as a senior strategic voice in client engagements, clearly articulating rationale behind audience segmentation, channel planning, and messaging strategy. Drive Operational Excellence: Partner with leadership to refine processes, tools, and team workflows that improve efficiency, quality, and consistency of strategic output. Lead & Mentor Teams: Manage and develop junior strategists, fostering growth, accountability, and a high standard of strategic thinking and client service. Support Business Development: Lead the strategic development of pitch responses, contribute to proposal writing and final presentations, and help drive agency growth initiatives. Education: Bachelor's degree (communications, marketing, advertising, or business preferred). Experience: A history of supporting the development of holistic communications planning strategies 5-7 years of communications planning, connections planning or account planning experience Certificates, Licenses, Registrations: Formal AI training is preferred Knowledge, Skills & Abilities: Fluent in relevant principles of human behavior and a command of the ever-evolving marketing communications ecosystem Understanding of the principles of advertising, marketing and media. A basic knowledge of disciplines underlying these principles, i.e., psychology, economics, journalism Knowledge of the dynamics of paid, earned and owned media - how each media element performs alone, how they perform together and how they are constantly changing Employees can be expected to be paid an annualized salary range of $119,650 - $150,430, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. General Purpose of Job: The Associate Director, Connections Strategy , leads the development of audience-first, insight-driven communications strategies that solve real business problems. You're responsible for translating human insight and cultural signals into strategic ideas that drive brand and business growth across paid, owned, and earned ecosystems. This role balances strategic ownership with team mentorship. You will be a key voice in client relationships, driving clarity around where, how, and why to show up, and ensuring strategies are both inspired and actionable. This is a dynamic, fast-paced opportunity for someone who thrives in a collaborative environment. The ideal candidate is resourceful, a quick learner, solution-oriented, and proactive in delivering top-tier results to client needs. Key Responsibilities: Lead Strategic Communications Development: Translate audience insight into actionable, integrated communication strategies that drive measurable business outcomes across paid, owned, and earned channels. Uncover Growth Opportunities: Conduct rigorous business and audience analyses using first-, third-, and syndicated data sources to shape client strategy and forecast market potential. Champion Media Ecosystem Thinking: Define the role of each media channel within a connected experience, providing strategic guidance on investment, optimization, and cross-channel coordination. Elevate Tool and Platform Usage: Drive adoption and effective use of strategic planning tools (e.g., Quad's Tech Stack, MRI/Simmons), mentoring teams on best practices and application. Integrate Strategy Across Functions: Collaborate with media, analytics, and creative teams to ensure strategy is substantiated by data, reflected in creative, and aligned across all touchpoints. Identify & Activate Key Messaging Moments: Map consumer receptivity across the journey, leading the development of frameworks that inform messaging, timing, and contextual alignment. Deliver Thought Leadership: Anticipate cultural, category, and media shifts-translating change into forward-thinking POVs, trend analyses, and strategic implications for clients and teams. Guide Client Strategy & Relationships: Serve as a senior strategic voice in client engagements, clearly articulating rationale behind audience segmentation, channel planning, and messaging strategy. Drive Operational Excellence: Partner with leadership to refine processes, tools, and team workflows that improve efficiency, quality, and consistency of strategic output. Lead & Mentor Teams: Manage and develop junior strategists, fostering growth, accountability, and a high standard of strategic thinking and client service. Support Business Development: Lead the strategic development of pitch responses, contribute to proposal writing and final presentations, and help drive agency growth initiatives. Education: Bachelor's degree (communications, marketing, advertising, or business preferred). Experience: A history of supporting the development of holistic communications planning strategies 5-7 years of communications planning, connections planning or account planning experience Certificates, Licenses, Registrations: Formal AI training is preferred Knowledge, Skills & Abilities: Fluent in relevant principles of human behavior and a command of the ever-evolving marketing communications ecosystem Understanding of the principles of advertising, marketing and media. A basic knowledge of disciplines underlying these principles, i.e., psychology, economics, journalism Knowledge of the dynamics of paid, earned and owned media - how each media element performs alone, how they perform together and how they are constantly changing Employees can be expected to be paid an annualized salary range of $119,650 - $150,430, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Richmark Property Management
Glenwood Springs, Colorado
POSITION DESCRIPTION TITLE: Community Manager DEPARTMENT: Sales REPORTS TO: Director of Multifamily Investments FLSA: Exempt WORK SCHEDULE: Full Time TRAVEL REQUIRED: Yes, 10% Pay: $75,000 LOCATION: CO & UT On-site MANAGEMENT: Yes EEO: First/Mid Offs & Mgrs. JOB FAMILY: First/Mid Offs & Mgrs. A Little About Us: Richmark Property Management is a family-owned Company dedicated to the execution of quality projects and initiatives that enhance communities. We strive to fulfill and live out our mission in everything we do: to elevate the property management experience by prioritizing authentic relationships and delivering the best resident experience possible. About Your Role: This is a hands-on, full-time position with day-to-day duties that include possessing a thorough understanding of all property operations, including leasing/marketing, customer service, maintenance procedures, administrative duties, and financial management. The Community Manager's role is to coordinate and manage all persons, activities, and resources on the property in order to ensure that property residents have the best possible experience. It is the Community Manager's responsibility to ensure the successful accomplishment of all fiscal and physical goals set for the property. Essential Duties and Major Responsibilities: Property and Resident Management: Walk all common areas daily to ensure they are clean and well-maintained. Leads, mentors, and directs on-site staff to ensure all of the property's operational goals are achieved. Ensures that all team members present a professional appearance and follow established dress codes, including wearing provided uniforms and name badges as required. Provides exceptional customer service to residents by quickly responding to all complaints, questions, and requests, rushing forward to address and resolve all issues. Directs maintenance team to ensure that all service requests are answered timely and resolved satisfactorily, grounds are well-maintained, and unit turns are accomplished quickly and efficiently. In conjunction the with Maintenance Lead, assures that the make ready board (located within the property management software) is always up to date and maintained in real time. Verifies that all make ready units are walked by a member of the leasing team upon completion and that all units meet expected standards. Maintains occupancy to meet/exceed budgeted expectations and suggests rent growth opportunities. Ensures that renewal offers are delivered timely and works with staff to bolster resident retention. Oversees collection of rent, ensures that late fees are collected, and evictions are filed on schedule. Attends court proceedings for collections/evictions, as necessary. Conducts regular property inspections, ensuring that all physical aspects of the property meet established standards at all times. Team Leadership: Starts each day with a quick staff meeting, setting daily expectations for all team members. Works with staff members to build their skill sets and improve their abilities, always helping team members to grow and develop professionally. Manages time of all staff members to ensure that all required reporting is completed on time. Enthusiastically embraces the company culture, provides a supportive environment for training and growth, demonstrates our drive to maintain the highest of standards, and provides the tools necessary for success. Market and Strategic/Business Support: Strives to stay ahead of competition by possessing a thorough understanding of the local market; draws attention to trends that will impact occupancy and pricing. Ensures that competition research is completed as required. Provides input into the development of annual budgets. Actively manages operational finances, controlling spending to budget. Meets targeted revenues by setting rent rates, ensuring rent and fees are collected and posted in a timely manner, making financial bank deposits, and preparing and reviewing monthly financial status reports. Manages vendors, ensuring that all work is performed timely, is completed well, and is paid quickly. Assist with other duties as assigned. Education: High school diploma or equivalent is required. Associates degree in relevant field is preferred. Type of Experience Needed to be Successful: 3+ years of management experience is required. Specialized Skills: Basic computer knowledge including Microsoft Word, Excel, Outlook; property management software. Positive attitude and focus on customer service. Sales, leasing, and marketing ability. Experience in social media and technology. Strong time management, organization, problem-solving, and judgment skills. Strong attention to detail and accuracy. Strong written and verbal communication skills. Supervisory Expectations: The position has immediate oversight of 2 or team members performing the same or directly related work as those the position leads, which includes, interviewing, hiring, training employees, planned work, assigning work, directing work, appraisal, and performance, rewarding and disciplining, addressing complaints, resolving problems. Independence of Action: Results are defined; the incumbent sets own goals and determines how to accomplish results with few or no guidelines to follow. Although precedents may exist, supervisor/manager provides broad guidance and overall direction. Physical Demands and Work Environment: The work environment is the typical property management in an office environment. The employee must complete their work satisfactorily in an environment where there are significant distractions, including staff, clients, and vendors walking through and conversing, telephones ringing, conversations carrying over, loud noises, and interruptions to answer questions from others. Must be able to drive to sites or meetings with clients. Must have a valid driver's license, clean driving record, maintain current vehicle insurance, and be able to pass insurance guidelines for drivability. The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. In many cases, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit for prolonged periods of time and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 15 pounds and should do so soundly and safely. This job's specific vision abilities include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Hours: This position works 9:00 AM to 6:00 PM. Hours vary and are dependent on business needs. 40-Hour Work Week This position requires flexibility to work weekends, overtime, and other unscheduled time as needed. Evenings/Weekends/OT Assigned schedule to be discussed during the interview process. As needed to satisfy the requirements of the position. Core Competencies: Oral Communication and Written Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; writes clearly and informatively; Edits work for spelling and grammar; Able to read and interpret written information. Ability to communicate with clients or customers. Teamwork - Balances team and individual responsibilities; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting. Reasoning and Problem Solving - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems, identify complex problems, and review related information to develop and evaluate options and implement solutions. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; solicits customer feedback to improve service; Responds to requests for service and assistance; meets commitments. Sales Skills - Achieves sales goals; overcomes objections with persuasion and persistence. Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others. Personal Appearance - Dresses appropriately for position; keeps self well groomed. . click apply for full job details
10/28/2025
Full time
POSITION DESCRIPTION TITLE: Community Manager DEPARTMENT: Sales REPORTS TO: Director of Multifamily Investments FLSA: Exempt WORK SCHEDULE: Full Time TRAVEL REQUIRED: Yes, 10% Pay: $75,000 LOCATION: CO & UT On-site MANAGEMENT: Yes EEO: First/Mid Offs & Mgrs. JOB FAMILY: First/Mid Offs & Mgrs. A Little About Us: Richmark Property Management is a family-owned Company dedicated to the execution of quality projects and initiatives that enhance communities. We strive to fulfill and live out our mission in everything we do: to elevate the property management experience by prioritizing authentic relationships and delivering the best resident experience possible. About Your Role: This is a hands-on, full-time position with day-to-day duties that include possessing a thorough understanding of all property operations, including leasing/marketing, customer service, maintenance procedures, administrative duties, and financial management. The Community Manager's role is to coordinate and manage all persons, activities, and resources on the property in order to ensure that property residents have the best possible experience. It is the Community Manager's responsibility to ensure the successful accomplishment of all fiscal and physical goals set for the property. Essential Duties and Major Responsibilities: Property and Resident Management: Walk all common areas daily to ensure they are clean and well-maintained. Leads, mentors, and directs on-site staff to ensure all of the property's operational goals are achieved. Ensures that all team members present a professional appearance and follow established dress codes, including wearing provided uniforms and name badges as required. Provides exceptional customer service to residents by quickly responding to all complaints, questions, and requests, rushing forward to address and resolve all issues. Directs maintenance team to ensure that all service requests are answered timely and resolved satisfactorily, grounds are well-maintained, and unit turns are accomplished quickly and efficiently. In conjunction the with Maintenance Lead, assures that the make ready board (located within the property management software) is always up to date and maintained in real time. Verifies that all make ready units are walked by a member of the leasing team upon completion and that all units meet expected standards. Maintains occupancy to meet/exceed budgeted expectations and suggests rent growth opportunities. Ensures that renewal offers are delivered timely and works with staff to bolster resident retention. Oversees collection of rent, ensures that late fees are collected, and evictions are filed on schedule. Attends court proceedings for collections/evictions, as necessary. Conducts regular property inspections, ensuring that all physical aspects of the property meet established standards at all times. Team Leadership: Starts each day with a quick staff meeting, setting daily expectations for all team members. Works with staff members to build their skill sets and improve their abilities, always helping team members to grow and develop professionally. Manages time of all staff members to ensure that all required reporting is completed on time. Enthusiastically embraces the company culture, provides a supportive environment for training and growth, demonstrates our drive to maintain the highest of standards, and provides the tools necessary for success. Market and Strategic/Business Support: Strives to stay ahead of competition by possessing a thorough understanding of the local market; draws attention to trends that will impact occupancy and pricing. Ensures that competition research is completed as required. Provides input into the development of annual budgets. Actively manages operational finances, controlling spending to budget. Meets targeted revenues by setting rent rates, ensuring rent and fees are collected and posted in a timely manner, making financial bank deposits, and preparing and reviewing monthly financial status reports. Manages vendors, ensuring that all work is performed timely, is completed well, and is paid quickly. Assist with other duties as assigned. Education: High school diploma or equivalent is required. Associates degree in relevant field is preferred. Type of Experience Needed to be Successful: 3+ years of management experience is required. Specialized Skills: Basic computer knowledge including Microsoft Word, Excel, Outlook; property management software. Positive attitude and focus on customer service. Sales, leasing, and marketing ability. Experience in social media and technology. Strong time management, organization, problem-solving, and judgment skills. Strong attention to detail and accuracy. Strong written and verbal communication skills. Supervisory Expectations: The position has immediate oversight of 2 or team members performing the same or directly related work as those the position leads, which includes, interviewing, hiring, training employees, planned work, assigning work, directing work, appraisal, and performance, rewarding and disciplining, addressing complaints, resolving problems. Independence of Action: Results are defined; the incumbent sets own goals and determines how to accomplish results with few or no guidelines to follow. Although precedents may exist, supervisor/manager provides broad guidance and overall direction. Physical Demands and Work Environment: The work environment is the typical property management in an office environment. The employee must complete their work satisfactorily in an environment where there are significant distractions, including staff, clients, and vendors walking through and conversing, telephones ringing, conversations carrying over, loud noises, and interruptions to answer questions from others. Must be able to drive to sites or meetings with clients. Must have a valid driver's license, clean driving record, maintain current vehicle insurance, and be able to pass insurance guidelines for drivability. The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. In many cases, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit for prolonged periods of time and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 15 pounds and should do so soundly and safely. This job's specific vision abilities include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Hours: This position works 9:00 AM to 6:00 PM. Hours vary and are dependent on business needs. 40-Hour Work Week This position requires flexibility to work weekends, overtime, and other unscheduled time as needed. Evenings/Weekends/OT Assigned schedule to be discussed during the interview process. As needed to satisfy the requirements of the position. Core Competencies: Oral Communication and Written Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; writes clearly and informatively; Edits work for spelling and grammar; Able to read and interpret written information. Ability to communicate with clients or customers. Teamwork - Balances team and individual responsibilities; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting. Reasoning and Problem Solving - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems, identify complex problems, and review related information to develop and evaluate options and implement solutions. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; solicits customer feedback to improve service; Responds to requests for service and assistance; meets commitments. Sales Skills - Achieves sales goals; overcomes objections with persuasion and persistence. Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others. Personal Appearance - Dresses appropriately for position; keeps self well groomed. . click apply for full job details
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. General Purpose of Job: The Associate Director, Connections Strategy , leads the development of audience-first, insight-driven communications strategies that solve real business problems. You're responsible for translating human insight and cultural signals into strategic ideas that drive brand and business growth across paid, owned, and earned ecosystems. This role balances strategic ownership with team mentorship. You will be a key voice in client relationships, driving clarity around where, how, and why to show up, and ensuring strategies are both inspired and actionable. This is a dynamic, fast-paced opportunity for someone who thrives in a collaborative environment. The ideal candidate is resourceful, a quick learner, solution-oriented, and proactive in delivering top-tier results to client needs. Key Responsibilities: Lead Strategic Communications Development: Translate audience insight into actionable, integrated communication strategies that drive measurable business outcomes across paid, owned, and earned channels. Uncover Growth Opportunities: Conduct rigorous business and audience analyses using first-, third-, and syndicated data sources to shape client strategy and forecast market potential. Champion Media Ecosystem Thinking: Define the role of each media channel within a connected experience, providing strategic guidance on investment, optimization, and cross-channel coordination. Elevate Tool and Platform Usage: Drive adoption and effective use of strategic planning tools (e.g., Quad's Tech Stack, MRI/Simmons), mentoring teams on best practices and application. Integrate Strategy Across Functions: Collaborate with media, analytics, and creative teams to ensure strategy is substantiated by data, reflected in creative, and aligned across all touchpoints. Identify & Activate Key Messaging Moments: Map consumer receptivity across the journey, leading the development of frameworks that inform messaging, timing, and contextual alignment. Deliver Thought Leadership: Anticipate cultural, category, and media shifts-translating change into forward-thinking POVs, trend analyses, and strategic implications for clients and teams. Guide Client Strategy & Relationships: Serve as a senior strategic voice in client engagements, clearly articulating rationale behind audience segmentation, channel planning, and messaging strategy. Drive Operational Excellence: Partner with leadership to refine processes, tools, and team workflows that improve efficiency, quality, and consistency of strategic output. Lead & Mentor Teams: Manage and develop junior strategists, fostering growth, accountability, and a high standard of strategic thinking and client service. Support Business Development: Lead the strategic development of pitch responses, contribute to proposal writing and final presentations, and help drive agency growth initiatives. Education: Bachelor's degree (communications, marketing, advertising, or business preferred). Experience: A history of supporting the development of holistic communications planning strategies 5-7 years of communications planning, connections planning or account planning experience Certificates, Licenses, Registrations: Formal AI training is preferred Knowledge, Skills & Abilities: Fluent in relevant principles of human behavior and a command of the ever-evolving marketing communications ecosystem Understanding of the principles of advertising, marketing and media. A basic knowledge of disciplines underlying these principles, i.e., psychology, economics, journalism Knowledge of the dynamics of paid, earned and owned media - how each media element performs alone, how they perform together and how they are constantly changing Employees can be expected to be paid an annualized salary range of $119,650 - $150,430, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. General Purpose of Job: The Associate Director, Connections Strategy , leads the development of audience-first, insight-driven communications strategies that solve real business problems. You're responsible for translating human insight and cultural signals into strategic ideas that drive brand and business growth across paid, owned, and earned ecosystems. This role balances strategic ownership with team mentorship. You will be a key voice in client relationships, driving clarity around where, how, and why to show up, and ensuring strategies are both inspired and actionable. This is a dynamic, fast-paced opportunity for someone who thrives in a collaborative environment. The ideal candidate is resourceful, a quick learner, solution-oriented, and proactive in delivering top-tier results to client needs. Key Responsibilities: Lead Strategic Communications Development: Translate audience insight into actionable, integrated communication strategies that drive measurable business outcomes across paid, owned, and earned channels. Uncover Growth Opportunities: Conduct rigorous business and audience analyses using first-, third-, and syndicated data sources to shape client strategy and forecast market potential. Champion Media Ecosystem Thinking: Define the role of each media channel within a connected experience, providing strategic guidance on investment, optimization, and cross-channel coordination. Elevate Tool and Platform Usage: Drive adoption and effective use of strategic planning tools (e.g., Quad's Tech Stack, MRI/Simmons), mentoring teams on best practices and application. Integrate Strategy Across Functions: Collaborate with media, analytics, and creative teams to ensure strategy is substantiated by data, reflected in creative, and aligned across all touchpoints. Identify & Activate Key Messaging Moments: Map consumer receptivity across the journey, leading the development of frameworks that inform messaging, timing, and contextual alignment. Deliver Thought Leadership: Anticipate cultural, category, and media shifts-translating change into forward-thinking POVs, trend analyses, and strategic implications for clients and teams. Guide Client Strategy & Relationships: Serve as a senior strategic voice in client engagements, clearly articulating rationale behind audience segmentation, channel planning, and messaging strategy. Drive Operational Excellence: Partner with leadership to refine processes, tools, and team workflows that improve efficiency, quality, and consistency of strategic output. Lead & Mentor Teams: Manage and develop junior strategists, fostering growth, accountability, and a high standard of strategic thinking and client service. Support Business Development: Lead the strategic development of pitch responses, contribute to proposal writing and final presentations, and help drive agency growth initiatives. Education: Bachelor's degree (communications, marketing, advertising, or business preferred). Experience: A history of supporting the development of holistic communications planning strategies 5-7 years of communications planning, connections planning or account planning experience Certificates, Licenses, Registrations: Formal AI training is preferred Knowledge, Skills & Abilities: Fluent in relevant principles of human behavior and a command of the ever-evolving marketing communications ecosystem Understanding of the principles of advertising, marketing and media. A basic knowledge of disciplines underlying these principles, i.e., psychology, economics, journalism Knowledge of the dynamics of paid, earned and owned media - how each media element performs alone, how they perform together and how they are constantly changing Employees can be expected to be paid an annualized salary range of $119,650 - $150,430, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
REGION POST-SALE PROJECT COORDINATOR Location: Downers Grove, IL Salary: $75,000/Annual JOB SUMMARY: The Region Post-Sale Project Coordinator (RPC) position is responsible for proactively coordinating the technical installation, maintenance and service requests for clients, and the internal Securitas teams. The RPC is part technical support, part customer champion, and part relationship manager for a defined group of post implementation customer accounts. The RPC has two overlapping responsibilities that includes new project installations and service coordination. Success in this role requires the ability to proactively and persistently communicate with all supply chain partners, elevate any issues/problems to resolution, interface with and coordinate outsourced and in-house installation and maintenance support teams, and aiding assistance to triage technical problems and coordinate the remediation response. You will be responsible for ensuring timely and proactive communication between Clients, Sub-Contractors, Securitas Technology and internal Securitas teams to ensure all parties are understanding of project progress and any issues or concerns that arise during installation. This is to include identifying anomalies early in a project installation and communicate to all parties with urgency. Region Post-Sale Project Coordinator will also develop a consistent partnership with customers to ensure they remain successful and realize the full value of their investment. This includes managing communication concerning security systems installations, service and on-going coordination of their maintenance. ESSENTIAL FUNCTIONS: The functions listed describe the business purpose of this job or position. Specific duties or tasks may vary and be documented separately. An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions. Associates are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein. In performing functions, duties or tasks, associates are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Associates are required to notify superiors upon becoming aware of unsafe working conditions. All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, associates are required to request clarification or explanations from superiors or authorized company representatives. Project Management Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects, including verification that job site is ready for commencement of project and that subcontractors maintain appropriate schedule and perform work properly. Plans and organizes acceptance of installation project by customer, ensuring system functionality and customer satisfaction. Ensures that all assigned installation projects are handled properly in accordance with Securitas policies and procedures, are timely completed, and are completed in accordance with budget. Drive issue resolution using standard process/procedures in coordination with supporting resources Provide timely status updates, root-cause analysis and strategies to address issues. Maintain Work-In-Progress (WIP) reporting to keep it current and accurate. Escalate issues as appropriate. Apply fundamental troubleshooting skills to issues before escalating to the appropriate group Provide assistance to other team members as needed. Recognize revenue opportunities and coordinate with the Sales Engineer and Region Project Coordinators Complete other tasks as assigned Service Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects as it relates to security system setup / configuration for remote services, Proactively manages maintenance contracts, serve as single point of contact for customer issues Provide basic training of SecureStat service platform to designated client personnel as needed. Document, track, and support compliance with Service Level Agreements Proactively manage, measure and track customer tickets to ensure their timely resolution Manages onboarding of accounts into SOC. Coordinates with SST, Field personnel and client to ensure remote services are provided as intended. Ensure service ticket data is accurate and regularly updated (statuses, owners, other data elements) Interface with voice, telecommunications and network personnel in support of SOC hardware, services, and vendors as needed. Manage and or support special projects, as needed Complete other tasks as assigned MINIMUM QUALIFICATIONS AT ENTRY Additional qualifications may be specified and receive preference, depending upon the nature of the position. Education/Experience: Bachelor's Degree and min. 3-5 years related experience, or an equivalent combination of education and experience sufficient to perform the essential function of the job, as determined by the company. Experience with various security system platforms and related equipment a plus Ability to organize and perform job duties within a constantly changing environment. Works independently with the ability to make decisions on demand to meet customers' expectations. Ability to manage projects and resources to satisfactory completion. Ability to analyze data and services and make appropriate recommendations to improve service/reduce cost Competencies (as demonstrated through experience, training, and/or testing): Effective communication skills Excellent planning, organization and time management skills Ability to effectively troubleshoot and accurately resolve problems General knowledge in Microsoft Office Programs including, but not limited to: MS Word, MS Excel, MS Outlook Outstanding interpersonal skills Strong customer focus Organizational savvy Ensures accountability A willingness to learn is essential as the position adapts to changes in the organization Working Conditions and Physical/Mental Demands With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions. In addition to other demands, the demands of the job include: Maintaining composure in dealing with authorities, executives, clients, staff and the public, occasionally under conditions of urgency and in pressure situations Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey Handling and being exposed to sensitive and confidential information Required ability to handle multiple tasks concurrently Computer usage Regular talking and hearing Frequent sitting, standing and walking, any of which may be required for long periods of time, and may involve climbing stairs and walking up inclines Frequent lifting and/or moving up to 20 pounds and occasional lifting and/or moving of 50 pounds or more Must be able to work a flexible schedule and additional hours Benefits We Offer: Medical, Dental, Vision, Life, AD&D, & Disability Insurance, Plus 401K Options Paid Time Off (4 floating holidays per yr., 48 hours of sick time per year and 80 hours of vacation time per yr.) Paid Holidays (7 per yr.) Paid Family Leave (up to 12 weeks a yr. in accordance with State law) Parental Leave (4-10 weeks of paid time off)" Paid Weekly Telemedicine - Virtual Medical Care Discounts On Childcare, Vehicles, Electronics, Cell Phone Plans, Travel, & More! Doggy & Kitty Daycare Discounts Employee Assistance Program & So Much More! Apply Today! See a different world EOE/M/F/Vet/Disabilities IDFPR Licensing# Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we're looking for you to join the Securitas team. Benefits include: Retirement plan Employer-provided medical and dental coverage Company-paid life insurance Voluntary life and disability insurance Employee assistance plan Securitas Saves discount program Paid holidays Paid time away from work . click apply for full job details
10/28/2025
Full time
REGION POST-SALE PROJECT COORDINATOR Location: Downers Grove, IL Salary: $75,000/Annual JOB SUMMARY: The Region Post-Sale Project Coordinator (RPC) position is responsible for proactively coordinating the technical installation, maintenance and service requests for clients, and the internal Securitas teams. The RPC is part technical support, part customer champion, and part relationship manager for a defined group of post implementation customer accounts. The RPC has two overlapping responsibilities that includes new project installations and service coordination. Success in this role requires the ability to proactively and persistently communicate with all supply chain partners, elevate any issues/problems to resolution, interface with and coordinate outsourced and in-house installation and maintenance support teams, and aiding assistance to triage technical problems and coordinate the remediation response. You will be responsible for ensuring timely and proactive communication between Clients, Sub-Contractors, Securitas Technology and internal Securitas teams to ensure all parties are understanding of project progress and any issues or concerns that arise during installation. This is to include identifying anomalies early in a project installation and communicate to all parties with urgency. Region Post-Sale Project Coordinator will also develop a consistent partnership with customers to ensure they remain successful and realize the full value of their investment. This includes managing communication concerning security systems installations, service and on-going coordination of their maintenance. ESSENTIAL FUNCTIONS: The functions listed describe the business purpose of this job or position. Specific duties or tasks may vary and be documented separately. An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions. Associates are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein. In performing functions, duties or tasks, associates are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Associates are required to notify superiors upon becoming aware of unsafe working conditions. All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, associates are required to request clarification or explanations from superiors or authorized company representatives. Project Management Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects, including verification that job site is ready for commencement of project and that subcontractors maintain appropriate schedule and perform work properly. Plans and organizes acceptance of installation project by customer, ensuring system functionality and customer satisfaction. Ensures that all assigned installation projects are handled properly in accordance with Securitas policies and procedures, are timely completed, and are completed in accordance with budget. Drive issue resolution using standard process/procedures in coordination with supporting resources Provide timely status updates, root-cause analysis and strategies to address issues. Maintain Work-In-Progress (WIP) reporting to keep it current and accurate. Escalate issues as appropriate. Apply fundamental troubleshooting skills to issues before escalating to the appropriate group Provide assistance to other team members as needed. Recognize revenue opportunities and coordinate with the Sales Engineer and Region Project Coordinators Complete other tasks as assigned Service Coordination: Manages and directs the work of Securitas subcontract labor to ensure completion of installation projects as it relates to security system setup / configuration for remote services, Proactively manages maintenance contracts, serve as single point of contact for customer issues Provide basic training of SecureStat service platform to designated client personnel as needed. Document, track, and support compliance with Service Level Agreements Proactively manage, measure and track customer tickets to ensure their timely resolution Manages onboarding of accounts into SOC. Coordinates with SST, Field personnel and client to ensure remote services are provided as intended. Ensure service ticket data is accurate and regularly updated (statuses, owners, other data elements) Interface with voice, telecommunications and network personnel in support of SOC hardware, services, and vendors as needed. Manage and or support special projects, as needed Complete other tasks as assigned MINIMUM QUALIFICATIONS AT ENTRY Additional qualifications may be specified and receive preference, depending upon the nature of the position. Education/Experience: Bachelor's Degree and min. 3-5 years related experience, or an equivalent combination of education and experience sufficient to perform the essential function of the job, as determined by the company. Experience with various security system platforms and related equipment a plus Ability to organize and perform job duties within a constantly changing environment. Works independently with the ability to make decisions on demand to meet customers' expectations. Ability to manage projects and resources to satisfactory completion. Ability to analyze data and services and make appropriate recommendations to improve service/reduce cost Competencies (as demonstrated through experience, training, and/or testing): Effective communication skills Excellent planning, organization and time management skills Ability to effectively troubleshoot and accurately resolve problems General knowledge in Microsoft Office Programs including, but not limited to: MS Word, MS Excel, MS Outlook Outstanding interpersonal skills Strong customer focus Organizational savvy Ensures accountability A willingness to learn is essential as the position adapts to changes in the organization Working Conditions and Physical/Mental Demands With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions. In addition to other demands, the demands of the job include: Maintaining composure in dealing with authorities, executives, clients, staff and the public, occasionally under conditions of urgency and in pressure situations Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey Handling and being exposed to sensitive and confidential information Required ability to handle multiple tasks concurrently Computer usage Regular talking and hearing Frequent sitting, standing and walking, any of which may be required for long periods of time, and may involve climbing stairs and walking up inclines Frequent lifting and/or moving up to 20 pounds and occasional lifting and/or moving of 50 pounds or more Must be able to work a flexible schedule and additional hours Benefits We Offer: Medical, Dental, Vision, Life, AD&D, & Disability Insurance, Plus 401K Options Paid Time Off (4 floating holidays per yr., 48 hours of sick time per year and 80 hours of vacation time per yr.) Paid Holidays (7 per yr.) Paid Family Leave (up to 12 weeks a yr. in accordance with State law) Parental Leave (4-10 weeks of paid time off)" Paid Weekly Telemedicine - Virtual Medical Care Discounts On Childcare, Vehicles, Electronics, Cell Phone Plans, Travel, & More! Doggy & Kitty Daycare Discounts Employee Assistance Program & So Much More! Apply Today! See a different world EOE/M/F/Vet/Disabilities IDFPR Licensing# Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we're looking for you to join the Securitas team. Benefits include: Retirement plan Employer-provided medical and dental coverage Company-paid life insurance Voluntary life and disability insurance Employee assistance plan Securitas Saves discount program Paid holidays Paid time away from work . click apply for full job details
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Associate Manager, Investment, Search is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a solid understanding of channel strategy and goals. As a supervisor, the Associate Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. This role is client-facing. Key Responsibilities: Maintain and grow assigned client portfolio; coordinate / collaborate with internal teams, including search leadership, throughout each planning cycle Participate in the development of search strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns Participate in the development of, and lead the implementation for, search campaign targeting and measurement strategies, across all relevant search mediums, ensuring alignment to client business goals Implement strategic action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies Own performance accuracy for campaign execution, optimization, and insights for all assigned clients Develop processes to help improve efficiency of the team; scale processes across greater search practice Keep agency counterparts and clients up-to-date on industry trends and technology partners, seeking out opportunities to vet and test new technologies Responsible for managing a team of direct reports (remote and across all Rise locations) Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows Watch and check search media trends, tools, technologies, and recommend direction for investment and implementation Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed Participate in vendor meetings with current and potential partners Education: Bachelor's degree (communications, marketing, advertising, or business) Experience: 4+ years relevant work experience in digital / search media preferred; agency experience a plus Expert usage of Microsoft Office suite, with strong emphasis on Excel Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies Experience developing and managing high performance teams a plus Strong relationships with publisher and technology partners Advanced knowledge of the importance and role of search within a media plan and how to leverage its strengths Proven ability to convert and implement strategic plan directions into flawless tactical executions Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs Certificates, Licenses, Registrations: Certificates in Google and Microsoft platforms required; experience with other digital platforms a plus Advanced level understanding of paid search tactics including text search, PLAs, CSEs, GDN, GSP, and YouTube as well as any associated ad tech Knowledge, Skills & Abilities: Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account / team Establishes self as a trusted resource by developing relationships with key internal and external stakeholders Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level High comfort level participating in brainstorms and ideation sessions Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs Passion and desire to continue media and channel education by completing ongoing training and certification programs for platforms, media, leadership and other business skills Travel: Employees can be expected to be paid an annualized salary range of $66,000.00-$85,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/28/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
10/28/2025
Full time
Rise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core, specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing. We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture. The Sr Associate, Investment, Marketplace s plays a critical role in the execution, analysis, and optimization of retail media campaigns across leading eCommerce platforms including Amazon Ads, Walmart Connect, Instacart, Target Roundel, and more. With a strong foundation in digital performance marketing, this position bridges tactical execution and strategic insights. The Sr Associate leads day-to-day marketplace operations across several clients, ensures high-quality campaign execution, and proactively recommends optimizations that enhance performance. The Sr Associate will also serve as a platform expert internally, sharing insights and helping mentor more junior team members. The successful Sr Associate is detail-oriented, data-savvy, and excited to contribute to the fast-growing world of retail media. Key Responsibilities: Lead day-to-day execution of digital marketplace campaigns across multiple clients and platforms including Amazon DSP, Walmart Sponsored Products, Instacart, Kroger Precision Marketing, and others. Own campaign setup, QA, and trafficking in collaboration with creative, media planning, and platform partners. Monitor campaign pacing, performance, and delivery daily, taking proactive steps to optimize performance and hit key KPIs such as ROAS, CTR, and conversion rate. Analyze performance reports and develop clear, actionable optimization recommendations; present results to internal teams and clients as needed. Manage product feed integrity, keyword expansion, negative keyword lists, creative rotations, and targeting structures across multiple retail environments. Coordinate closely with vendor reps to implement advanced tactics, troubleshoot issues, and access alpha / beta opportunities. Support development of testing roadmaps and participate in A/B test setup, measurement, and insight delivery. Represent the team in internal strategy meetings; contribute to client presentations and lead components of client-facing deliverables. Stay current on platform changes, tools, and trends; help disseminate learnings to the broader team through internal training and documentation. Assist with scoping new workstreams and onboarding new clients or platforms; provide input to improve workflow processes and documentation. Help mentor junior associates and interns, providing tactical guidance and peer-level training. Education: Bachelor's degree in Marketing, Advertising, Business or a related field. Experience: 3+ years of experience in digital media, performance marketing, or eCommerce, preferably within an agency or brand managing campaigns on Amazon Ads, Walmart Connect, or similar platforms. Experience managing media budgets, pacing, and optimizations across multiple campaigns concurrently Knowledge, Skills & Abilities: Deep working knowledge of retail media platforms such as Amazon DSP, Walmart Connect, and related tools like Pacvue, Skai, or others. Advanced Excel or Google Sheets skills for data manipulation and reporting. Strong analytical mindset with the ability to interpret campaign data and extract actionable insights. High attention to detail with the ability to QA campaigns and troubleshoot platform issues. Clear and confident communicator; able to present findings and recommendations to internal and external stakeholders. Strong time management and project management skills; ability to manage multiple workstreams simultaneously. Proactive, resourceful, and driven to learn in a fast-paced environment. Collaborative team player who thrives in cross-functional settings. Ability to speak, read, and write the English language. Employees can be expected to be paid an annualized salary range of $59,000-$65,000.00, based on variations in knowledge, skills, experience and market conditions. Rise and Quad are proud to be an equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Rise and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Rise and Quad also prohibit harassment of applicants and employees based on any of these protected categories.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/27/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/26/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/26/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/25/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/25/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/24/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/24/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. : Performs other duties as assigned.
10/08/2025
Full time
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. : Performs other duties as assigned.
