Assistant Vice President Jobs in Irving, TX

This position is responsible for the oversight, direction and leadership of a team of underwriters and underwriting assistants that underwrite a monoline product within the Commercial Property and Casualty insurance space. The candidate must have excellent interpersonal and communication skills, leadership experience, strategic planning and management skills as well as the potential and desire to grow with us. The position also requires to work effectively with other departments, including but not limited to, marketing, accounting, analytics, reinsurance and compliance. The ideal candidate will possess 10 + years of commercial underwriting insurance.

We're looking for a dynamic and collaborative interim executive to lead customer-facing operations across North America. This leader will oversee regional Sales and Service teams while partnering cross-functionally with global stakeholders. With full P&L responsibility, this individual will play a key role in aligning commercial strategy with operational excellence to drive growth and enhance customer value. PERKS High-impact executive role with full strategic oversight of a major business region Supportive and globally connected workplace culture with room to influence and innovate Competitive compensation and room for growth Comprehensive health, wellness, and retirement benefits (eligible after 30 days of employment) Opportunities for international collaboration and travel RESPONSIBILITIES Lead and develop regional Sales and Service operations to exceed commercial targets Shape and execute strategic and operating plans that align with global objectives Build strong partnerships with global peers across operations, R&D, finance, and supply chain Drive commercial effectiveness through process optimization and data-driven decisions Champion customer engagement, service excellence, and long-term relationship building Represent the company with integrity to external partners, clients, and industry groups QUALIFICATIONS Demonstrated leadership in capital equipment, industrial systems, or related sectors Strong experience with P&L accountability and customer-facing commercial teams Expertise in complex technical sales, solution-based selling, and aftermarket services Comfortable operating within a matrixed, international environment Clear communicator and strategic thinker who leads through collaboration and vision COMPENSATION AND BENEFITS This interim position offers a highly competitive executive hourly rate of $125-150/hour, plus eligibility for a benefits package of health, dental, and vision after 30 days of employment. HOW TO APPLY For immediate consideration, please submit your resume here! ABOUT OUR SEARCH FIRM Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online. Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

The Vice President of Advancement is responsible for cultivating revenue streams and avenues for fundraising and working proactively with the Executive Director to ensure the vitality and health of the organization's budget and advance the organization's mission. The Vice President of Advancement is also responsible for building and fostering positive and productive relationships among philanthropic, corporate, and community leaders as well as individual donors vested in supporting and advancing the Girls Inc. of Metropolitan Dallas (GIMD) programs and services. In addition, the Vice President of Advancement is responsible for the development and execution of the marketing plans, including strategies to engage with all targeted audiences to enhance the brand, increase customer loyalty and retention, and support organizational and business development objectives. The position is part of the senior leadership team that drives the overall strategy for the organization and represents GIMD on a local, regional, and national basis. The VP will help the Executive Director build a high functioning organization and shape an agile culture within a diverse team to operate on the leading edge of new trends and will be a public face of GIMD through strategic partnerships with key external stakeholders. Primary Responsibilities and Duties: · Provides leadership and direction to the Executive Director and Board to create short- and long-range fund development plans and marketing plans and programs that support the organization's values, mission, and general objectives for both Girls Inc. of Metropolitan Dallas and the Girls Inc. Foundation. · Assures proper planning including goal setting, strategy identification, benchmarking and evaluation to support fund development and marketing. · Manages the organization's fund development and marketing activities and day-to-day operations of these functions and monitors the adequacy of activities through coordination with staff, appropriate committees, and governing body. · Maintains sound fiscal operation of development function including timely, accurate and comprehensive development of charitable contributions income and expense budgets, reporting, monitoring and implementation. · Provides input on GIMD's annual communications theme and associated key messages and serves as a spokesperson at events, press conferences, interviews with media, and more as relevant. · Establishes a balanced funding mix of donor sources and solicitation programs tailored to the needs of the organization that will enable it to attract, retain and motivate donors and fundraising volunteers. · Assures appropriate prospect research; solicits contributions on behalf of the organization; collaborates with board members, executive director, other fundraising volunteers, and staff to identify, cultivate and solicit charitable gifts. · Appropriately represents the institution, its board, president and executive director to all internal and external stakeholders. · Oversees all foundation, corporate and government proposals and solicitation materials. · Ensures all grant obligations are fulfilled and properly reported according to each funder's requirements. · Stays informed of trends in philanthropy and marketing, as well as the general fields of management and recommends policy positions concerning fund development. · Maintains accountability standards to donors and ensures compliance with the code of ethical principles and standards of professional conduct for fundraising executives. · Establishes and ensures compliance with Girls Inc. fund development and philanthropic principles, policies, and procedures, and ensures compliance with all relevant regulations and laws. · Develops and reinforces a high-performing culture within the team and organization by modeling and coaching with rewards and accountabilities that are consistent throughout Girls Inc. · Fosters a smoothly operating development team function through timely and effective resolution of disruptions and nurtures a positive and inclusive team culture. · Designs educational programs in fund development for staff and volunteers; participates as teacher and facilitator; pursues formal and informal education for self and others. · Gives oversight to and is fully knowledgeable about posting donations in the database, balancing and creating monthly and annual income reports, and generating needed donor reports. · Provides leadership and works with internal and external partners to develop short and long-term advocacy campaigns for policies that impact GIMD's mission and the communities we serve. · Builds extensive and trusted relationships with coalition partners, issue experts, impacted community members, nonprofit partners, lawmakers, interested advocates, agency staff, and other stakeholders and identify opportunities for bipartisan, cross-sector collaboration to strengthen public policy support and awareness for our work. · Contribute to the implementation of GIMD strategic goals and objectives as well as the overall management and leadership of the organization, informing strategic direction as part of the organization's senior leadership team. Minimum Qualifications: · Bachelor's degree. · 5-7 years of experience in fundraising or management. · Experience recruiting, managing, and developing a strong team of staff, and program/project managers. This individual will serve as a “player/coach” to motivate and mentor his/her team. · Strong experience creating strategic annual fund development plans. · Strong experience leading marketing and communications plans, executing marketing campaigns, and developing innovative and focused marketing strategies. · Superior organization and project management skills. · Detail-oriented with the ability to multi-task and meet deadlines with minimal supervision. · Ability to work effectively in a fast-paced, team environment. · Proven ability to manage a large volume of complex work effectively and efficiently, prioritizing continually to ensure business results are achieved. · Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior management, GIMD's Board of Directors and staff. · Ability to operate as an effective tactical manager as well as strategic thinker and leader. · Must have flexibility with working hours and be available to work some evenings and weekends. · Possess reliable transportation and a valid Texas driver's license. Preferred Qualifications: · Master's degree · 5-7 years of experience in nonprofit fundraising and marketing · Certified Fund Raising Executive credential.

Our client, a global banking organization, is currently looking to expand their respective Governance Remediation department with a AVP - Financial Analysis & Governance will play a key role in overseeing financial reporting, risk management, and governance processes within the bank. This role ensures compliance with internal controls, regulatory requirements, and financial best practices while providing analytical insights to drive strategic decision-making. Key Responsibilities: Conduct financial analysis, forecasting, and budgeting to support strategic planning. Ensure financial governance policies align with regulatory and industry standards. Oversee internal controls and compliance with financial reporting requirements (e.g., SOX, Basel III). Collaborate with risk management teams to assess and mitigate financial risks. Prepare detailed financial reports for senior management and regulatory bodies. Develop and maintain financial models to support business decisions. Work with internal and external auditors during audits and examinations. Monitor financial performance metrics and identify areas for improvement. Provide insights on cost optimization, capital allocation, and efficiency initiatives. Stay updated on regulatory changes and their impact on financial governance. Qualifications & Experience: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's preferred). 5+ years of experience in financial analysis, governance, or risk management in the banking sector. Strong knowledge of regulatory requirements such as SOX, Basel III, and FDIC guidelines. Experience with financial modeling, forecasting, and reporting tools. Proficiency in financial software and data analytics platforms (Excel, SQL, Power BI). Strong analytical, problem-solving, and decision-making skills. Excellent communication and stakeholder management abilities. CPA, CFA, or FRM certification is a plus.

Base Salary: $250,000 - $275,000 Bonus: 30% performance-based Equity: Participation in the company's equity program About the Company: We are a fast-growing fintech company that is transforming the financial services industry with innovative products and cutting-edge technology. Our mission is to provide accessible financial solutions to help individuals manage their credit and financial health. We are seeking an experienced VP of Credit Risk Management to lead risk strategy across key areas of the business, including fraud prevention, account management, and data analysis. Position Overview: As the VP of Credit Risk Management, you will play a pivotal role in shaping and executing risk management strategies across multiple functions. This role is ideal for a versatile and hands-on leader who thrives in a fast-paced environment and can navigate a broad range of responsibilities. You will lead initiatives in risk analysis, fraud management, data analytics, and account management, particularly with bank transaction data. This is a leadership position that requires a strong background in credit risk management, data-driven decision-making, and cross-departmental collaboration. You will manage teams in Dallas as well as remote employees, and work closely with product, marketing, and other departments to ensure the company is building products that minimize risk and maximize value for customers. Key Responsibilities: Leadership & Team Management: Lead and manage risk management teams located in Dallas and remotely, offering mentorship and fostering a collaborative environment. Risk Analysis & Strategy: Analyze the risk impact of new products and services, making data-driven recommendations to mitigate potential risks. Cross-Functional Collaboration: Work across the company to align on risk management initiatives, ensuring all teams are working towards the same objectives. Fraud Prevention & Modeling: Spearhead the development of fraud prevention solutions using AI tools and technologies. Lead efforts to create a real-time decision-making platform by the end of the year. Account & Partnership Management: Oversee partnerships and account management to ensure risk management strategies are aligned with overall business goals. Experience & Qualifications: 10+ years of experience in risk management, with a strong focus on Credit Risk Management. Extensive experience with decision engines, risk tech platforms, and credit bureaus. Proven experience in leading teams and executing roadmaps for complex risk management projects. Expertise in working with bank transaction data, underwriting policies, and manual underwriting processes. If this seems like a good fit. Please apply with an updated resume!

Our client is a leader in the Information Technology and Services industry, specializing in refurbished and pre-owned server and IT hardware. They are dedicated to delivering high-quality technology solutions while promoting sustainable practices through responsible hardware lifecycle management. The company is seeking a dynamic and experienced Vice President of Operations to oversee and optimize operational functions, drive growth, and inspire excellence. The Vice President of Operations will be responsible for leading the company's operational strategy and execution, with a focus on efficiency, scalability, and customer satisfaction. This individual will oversee warehouse and distribution processes, manage key performance metrics, and foster a culture of continuous improvement. This Role Offers: Opportunity to work with a talented and passionate team. Enjoy opportunities for professional growth and development. Competitive compensation and benefits package. A supportive and collaborative work environment. Focus: Develop and implement operational strategies that align with the company's business goals and growth objectives. Oversee warehouse, distribution, and manufacturing operations to ensure efficiency, quality, and safety. Drive process improvements and streamline operations to enhance productivity and reduce costs. Make data-driven decisions to optimize revenue generation and operational effectiveness. Manage human resources functions, including staffing, performance management, and team development. Foster a culture of accountability, learning, and innovation. Lead cross-functional teams to execute strategic initiatives and resolve complex operational challenges. Monitor and analyze key performance indicators (KPIs) to measure operational success and identify areas for improvement. Ensure compliance with industry regulations, safety standards, and company policies. Skill Set: Bachelor's degree in Business, Operations Management, or a related field; advanced degree preferred. Proven experience in the IT asset disposition (ITAD), refurbished electronics, reverse logistics, or related industries. Strong background in warehouse, distribution, or manufacturing operations. Demonstrated ability to make revenue-focused decisions that drive business growth. Extensive experience in HR and staffing decision-making. A growth-oriented mindset with a passion for learning and continuous improvement. Hands-on leadership style with a willingness to work alongside team members to achieve goals. Exceptional analytical and problem-solving skills. Excellent communication skills with the ability to inspire and motivate teams. Positive and energetic attitude that fosters a collaborative and high-performance culture. About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS

About the Company: Our client is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are known for their client-centric approach and use of advanced technology to deliver comprehensive financial strategies. The firm is currently seeking an experienced Vice President of Wealth Advisor to drive growth and play a role in their expansion. About the Role: The Vice President of Wealth Advisor will be responsible for leading a team of financial advisors, developing strategic plans to enhance client acquisition and retention, and ensuring the delivery of high-quality financial planning services. This role requires a strong leader with a track record of success in wealth management and a deep understanding of investment strategies. Responsibilities: Strategic Development: Develop and implement strategies to drive growth in the firm's wealth management services and expand the client base. Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, offering tailored financial planning and investment advice. Market Analysis: Stay informed about market trends and investment opportunities to provide clients with current and relevant advice. Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service. Representation: Represent the firm at industry events and networking functions to enhance the firm's visibility and reputation. Qualifications: A mobile book of HNW/UHNW clients. Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degree (MBA, CFP) preferred. At least 7 years of experience in wealth management or financial advisory roles, with a demonstrated history of success. Strong leadership and team management skills, with experience in developing and guiding financial professionals. Deep knowledge of investment strategies, financial planning, and market dynamics. Excellent communication and interpersonal skills, with a proven ability to build and sustain client relationships. Proven track record of developing and executing strategic business plans to achieve growth objectives. Proficiency in financial planning software and tools. Pay range and compensation package: Competitive commission structure and performance-based incentives. Opportunities for professional development and career advancement. A dynamic and supportive work environment.

Award-winning valuation and advisory firm is seeking a Vice President (or Senior VP) to join their team. The new hire will be responsible for running, leading and delivering on various corporate valuation advisory initiatives - i.e. purchase price allocations, equity compensation, goodwill impairment, and complex securities valuations, etc. The firm prides itself on its attention to detail and delivering the best possible product to their clients. It's a great opportunity for someone looking to land in a highly visible role with a firm who is experiencing 30-40% growth year-over-year. Requirements: Candidate would have approximately 7-10 years of experience in business valuation Experience in purchase price allocations (ASC 805), share-based valuations (409A or ASC 718), goodwill impairments (ASC 350), as well as other valuation projects A bonus (though not required) would be experience in complex securities, such as Monte Carlo simulations, debt, or derivative valuations Ideally has experience at a Big4 or other public accounting firm, particularly with audit reviews Experience running and managing engagements Extensive experience in interacting with clients - looking for someone we could put in front of clients Day 1.

Reporting directly to the Chief Human Resources Officer, the Vice President, Total Rewards (VP) leads worldwide compensation and benefits, which includes compensation, executive compensation, health, wellness and global retirement and pension programs. The VP is a critical member of the HR leadership team where s/he contributes to overall Human Resources strategy and decisions. A thought leader and innovator of Celanese's total rewards and recognition philosophy and mechanisms, s/he will continue to elevate Celanese's Compensation & Benefits strategy to align with the goals of the company and support continued growth of the company's competitive position in the marketplace. This leader will work closely with the Compensation Committee of the Board as a strategic advisor. The Vice President, Total Rewards will manage a team of ~20 with direct reports that include Executive Compensation, Global Broad-Based Compensation, and Global Benefits. Key responsibilities include, but are not limited to: Driving a global Total Rewards strategy that supports the Company's business and talent acquisition strategies to attract and retain a global workforce. Playing an active role in the evolution of performance metrics for short- and long-term incentive plans, creating more harmonization and consistent set of metrics across the business so that business goals are attained. Shaping the development of agenda topics and material development for Compensation Committee of the Board of Directors. Managing the process and timeline for Committee preparedness. Developing and building influential relationships with key operational business and functional leaders so that strategies reflect the needs of the varied constituents at the Company. Leading a team of Compensation and Benefits professionals towards common objectives and outcomes, furthering the ongoing development of each individual while building a Total Rewards team succession strategy and high-performing culture within the team. Developing and executing a total rewards harmonization effort that keeps the Company competitive and progressive in all locations globally. Oversees effective management of multiple retirement plans globally ensuring compliance and ease of use for plan participants. Qualifications and Business Acumen Relevant experience in developing, managing and leading global compensation and benefit programs for a public company, including executive compensation, broad based compensation in a manufacturing organization (preferred), short and long-term incentive design, and employee benefits. Strong executive presence with experience presenting ideas and recommendations to the Executive Leadership team and Board of Directors. Grasps complexities and connections among problems or issues, able to prioritize elements that will most drive Celanese success. Keen analytical capabilities, with the ability to identify and bring forward trends or market gaps in all elements of total rewards programs, as well as risks. Strong general management and demonstrated leadership capability. Bachelor's degree required.

Job Title: Chief Operating Officer (COO) Reports To: President & CEO The Chief Operating Officer (COO) is responsible for overseeing the day-to-day administrative and operational functions of PPAI, ensuring efficiency, financial stability, and a culture of excellence while overseeing the organization's ongoing operations and procedures. This executive leadership role requires a strategic and results-driven leader who will be focused on enhancing and optimizing PPAI's digital footprint, driving and maintaining the organization's short- and long-term financial stability, creating overall operational efficiencies, and fostering a culture of joy. The COO will work closely with the CEO and executive leadership team to execute strategic initiatives that align with PPAI's vision, mission, values, and strategic plan and general vision shared by the Board of Directors and CEO. This role requires a visionary leader with deep expertise in financial management, digital transformation, and organizational development, ensuring that PPAI's teams are empowered, well-trained, and equipped to exceed performance goals. Key Responsibilities Strategic Leadership & Team Development (10%) Develop, mentor, and oversee leaders in Finance, Technology, and Human Resources, ensuring teams are continuously improving and aligned with PPAI's mission. Define clear goals and performance metrics for each department, ensuring accountability and progress tracking. Create and lead leadership development initiatives, ensuring that department heads are equipped with the skills and knowledge to drive their teams effectively. Foster a high-performance culture, ensuring that teams remain engaged, innovative, and proactive in problem-solving. Present to and communicate with the PPAI Board of Directors, while serving as the liaison with the Finance Committee and Vice Chair of Finance. Technology & Digital Transformation (30%) Collaborate with the IT Director to set the strategic vision for PPAI's technology infrastructure, ensuring digital tools and systems align with long-term organizational goals. Oversee the 2025 ERP and LMS implementation, ensuring that teams manage integration and adoption, then serve as leader for ongoing optimization to continue improved efficiencies and enhanced experience for members and internal and partner stakeholders. Ensure technology teams are focused on innovation, data-driven decision-making, and security, keeping PPAI at the forefront of industry best practices. Lead team in procurement, implementation, and leadership adoption of an enterprise-wide business intelligence tool that will create a stronger reliance on data to inform strategic and tactical actions. Champion digital transformation initiatives, guiding the Technology team in executing seamless system improvements while driving organization-wide adoption. Financial Strategy & Organizational Stability (30%) Provide financial oversight and strategic direction to ensure long-term fiscal health and operational sustainability. Guide the Finance team in developing and executing budget strategies that optimize resources and support PPAI's strategic goals. Oversee the development of financial forecasting models, reviewed consistently with internal and Board stakeholders, that enhance decision-making and ensure proactive financial planning. Collaborate with the Director of Finance and accounting team to implement cost-saving initiatives, revenue diversification strategies, and financial risk mitigation measures. Ensure that financial leadership is empowered to make data-driven decisions that drive efficiency and maximize impact. Human Resources & Organizational Growth (15%) Set the vision for talent development and workforce planning, ensuring that HR strategies support PPAI's growth and member needs. Oversee organizational culture initiatives that enhance employee engagement, satisfaction, and retention. Ensure HR leaders are driving best-in-class recruitment, onboarding, and training processes to attract, retain, and develop top-tier talent. Partner with HR Director and team to implement performance management systems that encourage continuous improvement and accountability. Establish succession planning initiatives that prepare the next generation of leaders within PPAI. Operational Efficiency & Cross-Functional Collaboration (15%) Lead organizational efficiency initiatives, ensuring that all departments operate cohesively and effectively. Oversee efforts led by Manager of Project Management in procurement, implementation and enterprise-wide adoption of workflow optimization platform. Guide teams to rely upon formalized standard operating procedures and processes that enhance collaboration and reduce silos. Develop and maintain a performance dashboard, working with department heads to establish KPIs that track operational and financial health. Ensure seamless communication and alignment across teams, fostering a collaborative, member-focused work environment. Experience Requirements 10+ years of executive leadership experience, with strong experience in finance, technology, human resources and operational strategy and a track record of success. Proven ability to lead and develop high-performing teams, fostering leadership growth across departments. Extensive experience in financial planning, technology transformation, and operational process improvement. Deep understanding of digital transformation and how to implement enterprise-wide systems (ERP, CRM, LMS, BI, PMO tools) successfully. Strong expertise in strategic planning, performance measurement, and organizational development. Knowledge, Skills, and Abilities Visionary leadership, capable of defining and executing long-term strategies. Ability to mentor and develop senior leaders, ensuring teams operate at peak effectiveness. Exceptional financial acumen, with experience in budgeting, forecasting, and revenue optimization. Strong understanding of enterprise technology, cybersecurity, and system integration best practices. Excellent communication and relationship-building skills, fostering cross-functional collaboration. High adaptability, able to lead through change and drive transformation initiatives. Outstanding organizational and time management skills. Aptitude in decision-making and problem-solving. Preferred Qualifications Corporate experience required and that within a member-based association or nonprofit organization, preferred. MBA, relevant advanced degree or equivalent previous experience. Certifications in finance, technology and/or leadership development (e.g., CPA, PMP, Six Sigma). Job Status FLSA Status (Exempt / Non-Exempt): Exempt Compensation (Hourly / Salary): Salary Job Status (Full-Time /Part-Time /Temp): Full-Time Daily Schedule (Start time Flexible / Not Flexible): Flexible Work Location: Position must work from HQ location with Hybrid Remote Work Model Physical Activity Sitting Standing Lifting Pushing/Pulling Bending/Stooping Extended work hours, extended weeks (endurance requirement) Work Environment Office environment Trade show floor or event venues Temperature controlled environment Travel: Must be able to travel (approximately 30%) PPAI is an Equal Opportunity Employer (EOE) Apply to: **************

The company is a market leader in delivering complex turnkey construction projects for global clients in food production, pharmaceuticals, high-tech manufacturing, data centers, and logistics. With a reputation for excellence, they have successfully completed projects for industry giants such as Amazon, Gazeley, and Bericote. Operating internationally through offices in England, Ireland, the USA, and Germany, they drive innovation and efficiency in industrial, commercial, and high-tech construction. As Chief Operating Officer (COO), you will lead the company's operations, ensuring seamless execution of projects while driving efficiency, profitability, and strategic growth. Reporting directly to the CEO, you will oversee project delivery, financial performance, risk management, and operational excellence across multiple regions. Your role is to align the company's operational strategy with its long-term vision, ensuring we maintain our position as a leader in turnkey construction solutions. Key Responsibilities Operational Leadership & Strategic Execution Oversee all construction operations across multiple countries, ensuring projects are delivered on time, within budget, and to the highest quality standards. Develop and implement operational strategies that drive efficiency and scalability across international markets. Identify new technologies and process improvements to enhance project delivery and cost-effectiveness. Financial & Commercial Management Drive profitability and cost control, ensuring financial sustainability across all business units. Work closely with the CFO to manage budgets, forecasts, and capital investments. Oversee contract negotiations, procurement strategies, and supply chain efficiency. Business Growth & Expansion Support the CEO in identifying new markets, partnerships, and business opportunities. Lead geographical expansion efforts, particularly in North America. Develop operational frameworks that allow for rapid adaptation to market demands and client needs. Project Delivery & Risk Management Ensure turnkey construction projects meet client expectations and regulatory requirements. Implement robust risk management strategies to mitigate operational and financial risks. Drive a culture of safety, compliance, and sustainability across all projects. Leadership & Team Development Provide executive leadership to regional directors, project managers, and operational teams. Foster a high-performance culture, ensuring alignment with company goals and values. Lead talent development initiatives, ensuring succession planning and leadership growth. Required Qualifications & Experience Degree in Construction Management, Engineering, Business Administration, or a related field. An MBA is a plus. 15+ years of leadership experience in construction, engineering, or industrial project management. Proven track record in managing large-scale, international construction projects. Experience working with global clients in food, pharma, data centers, or logistics. Strong strategic leadership and operational decision-making. Deep understanding of contract management (FIDIC, NEC, JCT) and procurement. Expertise in financial oversight, cost control, and business growth strategies. Knowledge of BIM, Lean Construction, and digital project management tools Experience expanding businesses into new markets. Strong network within the construction sector

The Chief of Regional Partnership Development plays a pivotal role in supporting the Provost and Vice Chancellor of Workforce Education by discovering, pursuing, and orchestrating complex regional workforce solutions. This role involves managing multiple external and internal stakeholder perspectives. With a strong understanding of state and federal policies and funding streams, the Chief acts as a catalyst for rapid deployment of solutions to address pressing workforce challenges. The Chief also guides academic and workforce concept solutions for the College's sector strategy approach, connecting academic leaders and external stakeholders to bring these concepts to fruition. Key Responsibilities Strategic Partnership Development: Cultivate and steward partnerships with regional, state, and federal stakeholders to advance workforce initiatives aligned with the College's sector strategy framework. Policy Intelligence and Alignment: Track, analyze, and interpret policy changes and regulatory trends to inform college-wide workforce strategy and ensure organizational readiness. Workforce Solution Design: Collaborate with internal leaders to co-create rapid, scalable workforce and academic solutions that respond to regional labor market needs and funding opportunities. Grant and Funding Strategy: Lead the identification, pursuit, and management of strategic funding streams-state, federal, and philanthropic-to support regional workforce innovation. Internal Navigation and Facilitation: Act as a connector across college schools, campuses, and leadership levels to align internal expertise with external demands and opportunities. Data-Informed Decision-Making: Collect, analyze, and synthesize labor market, funding, and policy data to guide decision-making, measure impact, and report outcomes to stakeholders. Compliance and Risk Management: Ensure alignment with all legal, regulatory, and reporting requirements related to workforce partnerships, grants, and external engagements. Provost and Leadership Support: Serve as a strategic advisor to the Provost and Vice Chancellor of Workforce Education, contributing to high-level decision-making and partnership visioning. Required Knowledge, Skills, and Abilities Legislative and Policy Expertise: Demonstrated expertise in local, state, and federal workforce development legislation, regulatory environments, and policy frameworks. Funding and Partnership Knowledge: Deep familiarity with economic development funding sources, workforce grant programs, and public-private partnership models. Asset Alignment Ability: Proven ability to identify and align internal academic and workforce assets-including program offerings, faculty expertise, and college infrastructure-with external stakeholder needs. Relationship-Building Skills: Strong skills in building relationships and engaging stakeholders, including regional employers, workforce boards, economic development agencies, civic organizations, and governmental partners. Communication Skills: Exceptional written, verbal, and presentation skills, with the ability to translate complex workforce policy and funding issues for diverse audiences. Strategic Problem-Solving: Skilled in strategic problem-solving, systems thinking, and translating regional challenges into actionable institutional responses. Collaborative Success: Demonstrated success in collaborating with executive academic leadership, campus presidents, and workforce leaders on sector strategy development and implementation. Grant Management Experience: Experience in securing and managing large-scale grants, including proposal development, budget alignment, and compliance reporting. Minimum Requirements Bachelor's degree required (Master's Degree preferred). Fifteen years of progressive responsibility and leadership in government relations, policy analysis, grant writing, or workforce development. Five years of experience working with state or federal agencies, policymakers, or advocacy organizations. Experience developing and managing grant proposals and compliance reports. Demonstrated experience in analyzing and interpreting policy documents and legislative bills. Bilingual or multilingual preferred.

Dallas, TX, USA Full-time Job-Category: Sales & Marketing Job Type: Permanent Job Schedule: Full-Time Fairmont Dallas, located in the Arts District of downtown Dallas, offers 545 elegant guestrooms and suites, with over 73,000 square feet of flexible meeting space. For over 50 years, Fairmont Dallas has been the setting for countless civic, social cultural, convention and corporate events, setting the stage for countless memories. Job Description Reporting directly to the General Manager, we are looking for a Director of Revenue Management to join our enthusiastic, energetic team. It is an exciting opportunity in a hotel, located in a fast-paced luxury city property in an amazing city! Responsibilities: Ensures that inventory allocation and pricing parameters are positioned to support the overall revenue goals of the hotel. · Maximizes net room revenue contribution through a thorough understanding of all booking channels and management of inventory and rate therein. · Continuous analysis of changing channel distribution models and the impact on consumer booking trends. · Operates hotel and corporate pricing strategies in all distribution channels. · With rate integrity a cornerstone of our pricing strategy, the DRM will maintain rates which promote integrity and which protect the order of long-term customer value. · Works with RM Team to determine effective and engaging rate offers (packages) which are then offered in to the right customer in the right channel. · Ensures the hotel's representation is accurate, engaging and supports the hotels selling strategy in all distribution systems. · Completes all rooms and revenue forecasting to accurately project unconstrained demand. · Works with DOSM and Sales Team members to encourage strategic selection of the right piece of business, using the Accor guidelines. · Tracks and analyzes of competitive set pricing and yield strategies, understanding the comp set's reaction to changes in the marketplace. · Plays an active role in the Strategic Planning, Marketing Plan and budgeting processes. · Chairs and prepares materials for the weekly Revenue Management Meetings and follows the Fairmont guidelines for meeting content. · Prepares timely revenue summaries as required by the RM Team. · Provides guided learning so that all areas of the hotel that impact revenue are fully aware of the hotel RM strategies and understand their role in the plan. · Ensures a clean and safe working environment in accordance to health regulations and adhere to all Accor Environmental policies and procedures. Qualifications Degree in Hotel /Hospitality, Finance or Accounting an asset. · Minimum of three years experience in a related revenue management position. · Advanced working knowledge of Microsoft Office programs. · Strong problem solving and analytical abilities · Excellent communication skills, both verbal and written. · Adapt to change quickly and strong multi-tasking. · Ability to multi task and organize effectively · Maintain confidentiality of proprietary information and protect company assets Additional Information What's in it for you: Paid time off Medical, Dental and Vision Insurance, 401K Complimentary Shift Meal Employee benefit card offering discounted rates in Accor worldwide Learning programs through our Academy designed to sharpen your skills Ability to make a difference through our Corporate Social Responsibility activities, such as Planet 21 Career development opportunities with national and international promotion opportunities Eligible performance based bonus

The Vice President of Operations is a strategic and hands-on leadership role responsible for overseeing WRMC's property operations across two property management business units. This includes but is not limited to operational, administrative, financial, and maintenance functions. This position ensures the seamless operation and stewardship of WRMC's portfolio by fostering a high-performing culture and building a diverse, cohesive, and motivated team. The Vice President of Operations is expected to be available for emergency situations 24/7 and must demonstrate a commitment to WRMC's mission and values by driving operational sophistication and client satisfaction. Reporting directly to the Chief Operating Officer and Chief Executive Officer, this leader will guide the organization toward achieving its strategic objectives while ensuring consistent service delivery and innovative solutions. Essential Responsibilities Leadership and Team Development Lead, mentor, and manage a diverse team of Senior Regional Directors, Regional Directors, General Managers and other operational supporting roles (e.g. Director of Facilities) Partner with HR to develop talent pipelines, succession plans, and leadership training programs to ensure future readiness. Promote an environment of continuous improvement through standardized protocols, procedures, and client deliverables. Operational Oversight Oversee all property operations, including administrative processes, financial performance, maintenance protocols, and property operations. Develop and implement standardized operating procedures for all property types, ensuring adherence to WRMC policies and regulatory compliance. Conduct routine performance reviews of all teams to evaluate service delivery, resolve operational challenges, and identify opportunities for growth. Client Engagement Maintain strong client relationships by serving as a senior point of contact for escalated concerns and providing strategic insights and solutions. Drive client retention initiatives, including the development of personalized strategies for key accounts and watchlist communities. Proactively identify opportunities to enhance client satisfaction through innovation, value-added services, engagement activities, and operational enhancements. Strategic Planning and Innovation Collaborate with the COO to define and execute the company's vision and operational strategy, ensuring alignment with WRMC's growth objectives and market opportunities. Develop actionable plans to enhance efficiency, optimize service offerings, and expand WRMC's value proposition. Lead initiatives to integrate technology, data analytics, and automation into WRMC's core services. Financial and Business Management Work with Regional Directors to review and approve budgets prior to submission to Boards, ensuring compliance and accuracy. Identify and act on revenue-generating opportunities within WRMC's portfolio, including contracts, claims management, and restoration services. Compliance and Risk Management Ensure all properties comply with state, local, and industry regulations and standards. Develop and implement risk mitigation plans, especially for properties facing complex operational challenges. Stay informed of legislative changes impacting the property management industry and provide guidance to staff and clients. Collaboration and Cross-Functional Leadership Actively participate in executive leadership meetings, providing insights into operational trends and recommendations for company-wide initiatives. Foster strong collaboration across departments, ensuring alignment in achieving WRMC's mission and values. Education/Training/Certifications/Licenses: High School Diploma required; Bachelor's Degree in Business or related filed preferred. Five to seven years' experience in Property Operations and/or Hospitality; or the equivalent combination of education and experience. CMCA, AMS and/or PCAM Accreditation from CAI preferred. Minimum of (TEN) (10) years of business or Property Management experience is required or equivalent combination of education and experience. Strong customer service, communication, and interpersonal skills to help create effective customer-focused relationships with all levels within the organization. Effective written and verbal communication skills. Highly organized, people-oriented individual. Able to work under tight deadlines and use time effectively based on key priorities. Coaching and training abilities An understanding of accounting principles is desired. Travel and Availability Requirements Required to travel up to 25% to multiple on-site locations on an as-needed basis. Ability to work extended hours and weekends based on project requirements. Ability to respond to emergencies in a timely manner, 24-7. Worth Ross Management Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The Vice President of Operations will plan, direct, coordinate, and oversee operations activities for assigned departments, ensuring that UWorld continues to grow as the leading education company worldwide. This leadership position will have a direct impact on UWorld fulfilling its mission to improve learning while helping both students and professionals reach their full potential. Supervisory Responsibilities: In conjunction with department managers and directors, ensures that assigned departments are fully staffed with top performers Provides mentoring and identifies professional development needs for direct reports Provides constructive and timely performance evaluations Oversees the daily workflow of assigned departments Duties/Responsibilities: Communicates and implements the strategic direction of assigned departments Collaborates with COO and other executive leadership to develop and meet company goals while supplying expertise and guidance on assigned departments and projects Collaborates with other divisions and departments to carry out company goals and objectives Identifies, recommends, and implements new processes, technologies, and systems to improve and streamline processes and resources Ensures that departmental decisions and project plans, such as those for staffing, development, organization, efficiency, and resource focus, are in line with the company vision Establishes, communicates, and implements policies, practices, standards, and security measures to ensure effective and consistent support and execution Reviews and approves cost-control reports, cost estimates, and staffing requirements for projects Establishes and administers assigned budgets Presents periodic performance reports and metrics to the COO and other executive leadership Maintains knowledge of emerging technologies and trends that may impact the company Identifies training needs and ensures proper training is provided Performs other related duties as assigned Proficiency in current business and productivity software and applications Required Skills/Abilities: Education and Experience: MBA or equivalent required At least 15 years of industry-related experience, including 5 years in upper management EdTech/Education Industry experience strongly preferred This position is based in Dallas, Texas and will require relocation Benefits Compensation and Benefits: Competitive compensation (contingent on experience Paid time off (based on sliding scale according to hire date and work hours) Generous paid holiday schedule Comprehensive benefits package (medical, vision, dental, life, disability) 401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment) At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class. UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.

Job Title: Assistant Vice President (AVP), Mortgage Sales Position Type: Full-time We are seeking an experienced AVP, Mortgage Sales to oversee all aspects of mortgage originations, pipeline management, and team performance. This role will be responsible for driving sales growth, optimizing financial performance, and ensuring high levels of accountability and compliance within the mortgage lending department. The AVP, Mortgage Sales will introduce industry best practices, guide the Mortgage Loan Originators (MLOs), and scale the department in alignment with market conditions and the company's business model. The ideal candidate will have a strong background in real estate lending, team management, and sales strategy, with the ability to grow a high-performing mortgage sales team and meet revenue targets. Key Responsibilities: Sales and Pipeline Management: Lead and manage the mortgage origination team to meet sales goals, ensure timely processing, and optimize the sales pipeline. Establish performance metrics and hold MLOs accountable to department goals. Team Leadership and Development: Manage, coach, and motivate a team of MLOs specializing in a range of loan products, including home mortgages, home equity loans, home improvement loans, and other real estate loans. Provide regular training, feedback, and career development opportunities. Compliance and Quality Assurance: Ensure MLOs follow all applicable loan guidelines, provide proper documentation, and maintain compliance with federal and state regulations. Ensure that all loan files are properly documented and meet compliance requirements. Loan Origination Support: Originate loans as needed and assist MLOs with loan disclosures, program questions, rate inquiries, and resolving any concerns. Handle all loan types, including conventional (Fannie Mae, Freddie Mac, Ginnie Mae), home equity, HELOCs, internal refinances, and other real estate products. Relationship Management: Build and maintain strong relationships with realtors, brokers, and other external partners to drive business growth. Align with the outside MLO strategy and expand market reach through effective relationship management. Growth Strategy Development: Develop and implement a comprehensive, sustainable growth strategy for the mortgage sales department. Identify new market opportunities and refine plans to increase market penetration. Training and Licensing Compliance: Ensure that all team members meet the required Nationwide Multistate Licensing System & Registry (NMLS) training requirements and maintain proper licensing. Operational Oversight: Develop and maintain standard operating procedures for all aspects of the mortgage sales process to ensure smooth operations and consistency across the department. Budgeting and Financial Management: Manage departmental expenses, including budgeting, forecasting, expense analysis, and cost control to ensure financial efficiency and profitability within the mortgage division. Recruitment and Staffing: Lead ongoing recruiting efforts to ensure the department is adequately staffed with qualified MLOs. Manage the hiring process, onboarding, and retention strategies to build a strong sales team. Cross-Department Communication: Ensure effective communication between MLOs, operations, vendors, and members to ensure seamless loan processing and high performance. Regulatory Compliance: Oversee compliance with all federal and state regulations, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), NCUA Privacy Regulations, and others that pertain to mortgage lending. Required Qualifications: Experience: Minimum of 10 years in the real estate lending industry, with at least 8 years in originating conventional mortgage loans (FNMA, FHLMC, GNMA) and developing a scalable outside MLO growth strategy. Current NMLS Number: Must possess a valid NMLS number. Expertise in Lending Products: Proficient knowledge of mortgage products, including Fannie Mae, Freddie Mac, Ginnie Mae (FHA and VA), reverse mortgages, home equity loans, HELOCs, home improvement loans, and other consumer real estate loans. Financial and Analytical Skills: Ability to calculate debt ratios, loan-to-value ratios, evaluate credit reports, appraisals, sales contracts, and related documentation. Strong understanding of escrow analysis and PMI. Leadership Skills: Proven ability to lead and develop a team of mortgage loan originators. Strong decision-making, organizational, and communication skills. Regulatory Knowledge: In-depth knowledge of federal and state lending regulations, including RESPA, TILA, ECOA, Reg B, Reg Z, and other applicable regulations. Technology Proficiency: Advanced knowledge of Microsoft Office, mortgage origination systems (e.g., Encompass, Blend), and lending platforms. Communication Skills: Excellent verbal and written communication skills. Ability to build relationships with internal teams, realtors, brokers, and other stakeholders. Education: Bachelor's degree or equivalent work experience. Preferred Qualifications: Advanced Certifications: Additional certifications in mortgage lending or financial services are a plus. Experience in Budgeting and Financial Planning: Proven ability to manage budgets, forecast revenues, and analyze expenses to improve financial efficiency. Salary: $120-125k plus bonus (up to 20% of annual- performance based) Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.

Elbit Systems of America is a leading provider of high-performance products, system solutions, and support services focusing on the defense, homeland security, commercial aviation, and medical instrumentation markets. With facilities throughout the United States, Elbit Systems of America is dedicated to supporting those who contribute daily to the safety and security of the United States. Elbit Systems of America, LLC is wholly owned by Elbit Systems Ltd. (NASDAQ: ESLT and TASE: ESLT), a global high-technology company engaged in a wide range of programs for innovative defense and commercial applications. For additional information, visit: ElbitAmerica.com or follow us on YouTube. Job Summary: The Vice President of Operations is a strategic and hands-on leader responsible for directing all aspects of the Operations function within a designated Division of Elbit America. This role oversees operations across multiple sites and has full responsibility for the division's operational performance, including Manufacturing, Supply Chain execution, inventory management, production planning, and facilities management. The Division VP of Operations partners closely with the Corporate Senior Vice President of Operations and the Corporate Vice President of Supply Chain to ensure the successful implementation of corporate Operations and Supply Chain strategies within the division. The position reports directly to the Division General Manager, with a dotted-line relationship to the Corporate Senior Vice President of Operations, ensuring consistency and alignment with company-wide operational standards and initiatives. Responsibilities and Tasks (listed in bullet format) in order of priority to be successful Develop and implement short- and long-term operational plans aligned with divisional objectives and corporate strategy. Lead division operations functions including Manufacturing, Manufacturing Engineering, Planning, Procurement Execution, Supply Chain, Materials Management, Facilities, and Maintenance. Partner with the Corporate SVP of Operations to align and execute division-level Operations strategies Partner with the VP of Corporate Supply Chain to align and execute division-level supply chain strategies, drive supplier performance, support strategic sourcing initiatives, and ensure seamless integration across procurement, logistics, and planning. Oversee manufacturing operations across one or more division sites, ensuring safety, quality, delivery, and cost targets are consistently met. Drive operational efficiency, Lean practices, and continuous improvement initiatives to reduce cost and improve productivity. Ensure effective resource planning and utilization, including facility planning, capacity management, and capital investments. Collaborate with Engineering and Program Management to support new product introductions, engineering changes, and production transitions. Maintain compliance with all applicable standards, including ISO, customer requirements, and regulatory mandates. Cultivate a high-performing culture focused on employee engagement, accountability, and professional development. Collaborate with the HR team to support recruiting, workforce planning, performance management, and training. Provide regular updates and reporting on operational performance, risks, and key metrics to division and corporate leadership. Represent the division in interactions with customers, suppliers, auditors, and external partners as needed. Education, Experience & License or Certification Education, Experience & License or Certification Bachelor's degree in Business, Engineering, Operations Management, or a related field required; MBA or advanced degree preferred. 8-12+ years of progressive leadership experience in operations management, with demonstrated expertise in manufacturing and supply chain. Experience with multi-site operations, matrixed organizations, and defense/aerospace preferred. Proven track record in implementing supply chain and manufacturing best practices in alignment with corporate strategies. Deep familiarity with Lean, Six Sigma, and ERP/MRP systems. Skills and Abilities Skills and Abilities Strategic thinker with strong operational and business acumen. Strong collaboration and partnership skills, particularly across functional and organizational boundaries. Ability to drive change, influence stakeholders, and lead through complexity. Effective communicator with strong leadership presence and decision-making capabilities. Deep knowledge of supply chain operations, logistics, and procurement principles. Travel/Physical Requirements Travel/Physical Requirements Travel Requirements: Moderate domestic travel required between division sites and corporate locations. Security Clearance: Must be able to obtain and maintain a U.S. Government security clearance, as required Here Are Some of the Great Benefits We Offer: Most locations offer a 9/80 schedule providing every other Friday off Competitive compensation & 401k program to plan for your future Robust medical, dental, vision, & disability coverage with qualified wellness discounts Basic Life Insurance and Additional Life & AD&D Insurances are available Flexible Vacation & PTO Paid Parental Leave Generous Employee Referral Program Voluntary Benefits Available: Longer Term Care, Legal, Identify Theft, Pet Insurance, and more Voluntary Tricare Supplement available for military retirees Elbit America is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities. It has been and will continue to be the policy of Elbit America to recruit, hire, train, and promote into all job levels based solely upon job-related qualifications without regard to race, color, religion, creed, age, sex, national origin, gender identity or expression, sexual orientation, disability, marital status, veteran or military status, genetics or citizenship status. This does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. The employer has the right to revise this at any time. The job description is not a contract for employment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

WHO WE ARE Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago and Houston. ABOUT THE ROLE At Westwood Wealth, we are more than advisors-we are stewards of our clients' financial well-being, delivering personalized, high-touch service with discretion, precision, and attentiveness. We are driven by a shared purpose: to provide world-class holistic wealth management with unwavering integrity and excellence. We believe in empowering our people to deliver meaningful impact, embrace innovation, and build long-term relationships with our clients. As a Senior Client Service Manager, AVP, you will play a critical role in managing and enhancing client relationships, providing exceptional client service, acting as a trusted liaison, and executing complex financial transactions with a commitment to excellence and confidentiality. You will partner with Private Wealth Advisors, Financial Planners, Wealth Investments and Operations to serve our client families, ensuring their goals are met with the utmost care and professionalism. A DAY IN THE LIFE Client Service * Champion the Client Experience: Serve as the first point of contact, ensuring a white-glove, concierge-level experience for clients and advisors. * Support Onboarding & Relationship Management: Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion. * Client Support: Act as an internal point person for existing and prospective clients, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service. * Collaborate with Advisors: Support our client-first culture through proactive identification of challenges, resolving issues swiftly, and ensuring clients' financial affairs run smoothly. * Client Retention: Engage in activities designed to achieve sales and client retention goals, ensuring clients feel valued and supported. * Execute & Manage Complex Transactions: Oversee banking transactions, investment account activity, cash movement (domestic and international), and financial documentation with precision. * Coordinate Key Financial & Investment Activities: Prepare, track, and process key documentation, including investment agreements, 95% tax documents, real estate tax payments, and financial authorizations. * Technical Support: Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters. * Maintain Data Integrity & Compliance: Leverage CRM and other tools to ensure up-to-date client records while managing sensitive data with the highest level of confidentiality. * Record Maintenance: Maintain meticulous client files and records, including scanning mail and updating multiple systems and spreadsheets, ensuring all information is current and accessible. * Distribution Coordination: Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care. * Asset Review: Conduct annual reviews of unique asset holdings, updating cost basis and market value as required, providing clients with accurate and timely information. * Process Oversight: Oversee processes involving checks, receipts, and transfers, including trust tax returns, property taxes, and IRAs, ensuring all transactions are handled efficiently and securely. * Meeting Participation: Actively participate in various internal and external meetings, contributing to the continuous improvement of client service. * Alternative Investments: Handle responsibilities related to processing, tracking, and confirming alternative investments, ensuring clients' diverse portfolios are managed effectively. * Other duties and projects as assigned. WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in business, Finance or related field or equivalent industry experience. Licenses/Certifications Required * None Minimum Specific Experience Required * 7+ years' financial services experience working with high-net-worth clients. * Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States. Skills * Superior interpersonal, organizational, and client service skills, excellent communication and phone etiquette, high attention to detail, and proficiency with Microsoft Office. Ability to quickly learn additional digital tools as needed. WHO YOU ARE * You are a mature, polished professional with a positive attitude and a friendly demeanor. * You are highly motivated, proactive, a team player, and willing to assist in all tasks. * You have the ability to maintain confidentiality and work collaboratively in a small team environment. * A background in high-net-worth client service or private wealth management. * The ability to think ahead, solve problems, and manage complex financial interactions with confidence. * A natural ability to build trust and rapport with sophisticated clientele. * A commitment to delivering an exceptional, high-touch experience in every client interaction. WHAT YOU'LL GET Competitive salary, benefits and 401K company match that vests immediately upon participation. * Parental leave & PTO policy. * Collaborative, dynamic work environment with a fast-paced, mission driven company. PHYSICAL DEMANDS The physical demands required to perform the essential duties successfully are consistent with a professional office environment. TRAVEL This position may require travel up to 10% of the time, including outside of regular business hours.

The Benefits Product Team is an innovative and fun group within Connected Commerce, focused on expanding Chase's business beyond traditional financial services by enhancing the digital ecosystem with discoverable and engaging experiences. Our mission is to deliver a curated, personalized loyalty experience that is relevant and valuable to every Chase customer, enabling them to understand, access, and celebrate their benefits in the Chase digital experience. As the Head of Benefits Strategy & Operations within the Benefits Product Team, you will oversee strategic operations with a primary focus on our Product and Technology sectors. Your role will involve nurturing and sustaining relationships to effectively achieve team objectives, and establishing strong links across various departments such as Technology, Product, Finance, Central Agility, and Data & Analytics. This position requires exceptional collaboration, communication, and cross-functional work skills. We are looking for a team member who excels in innovative problem-solving, proactive identification of improvements, and has the ability to understand the broader context while maintaining meticulous attention to detail. **Job Responsibilities** + Develop and implement comprehensive strategies that align with the firm's goals and objectives. Lead long-term and quarterly strategic planning and ensure alignment across all parts of the organization + Identify areas for improvement and implement best practices to optimize operations; ensure efficiency, productivity, and quality across the Product team; + Foster a culture of collaboration, fun, innovation, and continuous improvement across the Benefits team + Work closely with the Finance team to develop and refine budgets + Build and maintain strong relationships with key stakeholders across Chase + Develop executive communications and reporting that tells the Benefits story to leadership, with the goal to gain buy-in and support, as well as advocate for our Tech teams **Required qualifications, capabilities, and skills** + 12+ years of relevant experience managing multiple projects and delivering on timelines in a dynamic, fast-paced environment + Strong analytical and problem-solving skills, with the ability to think strategically and execute tactically + Excellent leadership and team management skills, with a track record of building and leading high-performing teams, including as a peer leader + Ability to collaborate with cross-functional teams and individuals throughout the firm to accomplish common goals + Proven organizational, multitasking, and prioritizing skills, with attention to detail and follow-through + Flexibility to adapt to evolving priorities and the initiative to identify new opportunities for improvement + Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels. + Experience with Microsoft suite (PowerPoint, Excel, SharePoint) and Confluence tools + Bachelor's degree or equivalent experience **Preferred qualifications, capabilities, and skills** + MBA or advanced degree preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans