Operations Consultant jobs at Fidelity Investments - 3183 jobs

This position provides clerical and administrative support to the Gas Operations Integration Center, ensuring timely and accurate preparation of work while supporting a highly efficient, team-oriented environment. The role is responsible for applying, receiving, distributing, communicating, and executing permits; supporting the One Call process; managing site readiness details; and creating, updating, and executing WMS/DIS order types. Additional responsibilities include utilizing PC applications such as Word, Excel, and PowerPoint, managing email communications through Lotus Notes, preparing correspondence, supporting office administration, handling customer complaints, and delivering excellent internal and external customer service through effective communication and teamwork.

The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: McLeantime type: Full timeposted on: Posted Todayjob requisition id: JR116870We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## The NetSuite Consulting Manager is a key leadership role responsible for overseeing end-to-end NetSuite implementation projects, managing delivery teams, and ensuring client success through strategic oversight, solution design, and operational excellence. This role combines project leadership, team development, client relationship management, and technical solution design with a strong focus on quality and continuous improvement. The Consulting Manager also supports business development efforts and drives innovation across the practice.## ## **Key Responsibilities:**## ## **Project Leadership & Delivery*** ## Lead full-cycle NetSuite implementation projects, ensuring scope, schedule, and budget adherence.* ## Oversee project planning, resource allocation, and delivery execution across multiple engagements.* ## Manage project risks, issues, and dependencies proactively to ensure successful outcomes.* ## Serve as the primary escalation point for project teams and clients.* ## Drive project leadership initiatives, including SuiteBilling and ZoneBilling implementations.## ## **Solution Design & Technical Leadership*** ## Design and implement NetSuite solutions for accounting, revenue management, and complex billing processes.* ## Create high-level solution designs and resolve deployment challenges.* ## Analyze enterprise business processes and define future-state architectures.* ## Occasionally implement solutions hands-on while collaborating with senior consultants.## ## **Team Management & Development*** ## Supervise and mentor consultants, providing coaching and career development.* ## Foster a culture of collaboration, accountability, and continuous improvement.## ## **Client Relationship Management*** ## Build strong relationships with key stakeholders and act as a trusted advisor.* ## Ensure alignment with client business objectives and recommend best-fit NetSuite solutions.## ## **Business Development Support*** ## Partner with sales teams to scope opportunities, prepare proposals, and participate in presentations.* ## Support practice growth initiatives and develop new service offerings.## ## **Practice Operations & Continuous Improvement*** ## Monitor key metrics such as project profitability and client satisfaction.* ## Stay current on NetSuite product updates, SuiteApps, and industry trends.## ## **Required Qualifications:*** ## Bachelor's degree, preferably in Accounting or MIS.* ## 8+ years of ERP implementation experience (NetSuite preferred).* ## Strong understanding of accounting principles, revenue management, and billing processes.* ## Experience with SuiteBilling, ZoneBilling, and project leadership.* ## Excellent communication and stakeholder management skills.* ## NetSuite certifications or professional designations are a plus.## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: ******************** Job Summary: The Consultant position performs all facets of consulting work, including management of clients, performance of project work, oversight of junior member contributions, fulfillment of client and organizational needs. In this role you are not placing insurance or negotiating with carriers; you are working on behalf of the client and managing their broker relations. You will be responsible for a wide spectrum of duties including, but not limited to, helping to set the direction of client work, managing client relationships, and performing service deliverables, cross‑selling existing and developing clients, and mentoring junior peers. Client types can include Lender Review, Private Equity, nursing homes, municipals, school districts and others. This is a full‑time position. We are seeking a candidate who can work a hybrid schedule from our Amherst/Buffalo or Rochester, NY offices We will consider a remote option for well‑experienced Commercial Lines candidates able to work on an EST schedule. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your work shift. Essential Duties and Responsibilities Consulting: Work and client mix may include Outsourced Risk Management and Lender Review clients. Engages with clients to develop and maintain strong relationships. Manages and serves as contact for key client relationships and is responsible for fulfillment of contracted services. Directs and oversees work performed by junior associates. Performs P&C analysis, including completion of insurance program reviews, remarketing strategy, claim analysis, request for proposals etc.. Develops actionable programs and projects to broaden client service offering, with detailed timelines and clearly established milestones. Networks within broader company structure (NFP) for resources and subject matter experts, where necessary. Assist with client cross‑sale & sales within Alterity P&C and Benefits. Ensure fulfillment of client deliverables with clearly defined benchmarks and annual stewardship reporting. Utilizes Alterity CRM and platforms to perform work. Participates in technical or operational committees and contributes to the development of procedures to improve risk management process and client deliverables. Knowledge, Skills and Deliverables: Have an understanding of marketplace trends and best practices to meet clients' needs. Develop relationships internally and externally for research and development. Proactively identifies opportunities for efficiencies and strategies for implementation. Ability to set actionable plans with deliverables for meeting goals. Project management, with the ability to appropriately prioritize responsibilities and deliverables. Thrive in a fast‑paced, results‑oriented environment with the ability to fulfill all aspects of consulting services on assigned accounts. Understanding and expertise across broader property and casualty markets. Strong technical and financial acumen with the ability to analyze and interpret data. Strong writing and reporting skills with the ability to correspond in a clear, concise, and persuasive manner. Critical thinker, Problem solver, service‑oriented mentality. Desire and willingness to expand insurance knowledge and designations. Ability to prioritize and self‑manage workload. Professional gravitas and strong negotiating skills. Education and/or Experience: Four-year College or University Degree preferred. Ideally 10+ years of P&C‑related experience with an insurance carrier, consultant/broker, or in a risk management position. Working with Lender Review Clients a plus. In‑depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters. Experience with EPIC preferred or other CRM required. Certificates, Licenses, Registration: Property & Casualty License required upon hire Additional designation a plus (e.g. CPCU, ARM, CRIS) What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives. NFP and You... Better Together! NFP and CIC Group is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration. As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform. Job responsibilities * Manage all client queries in relation to ETF Basket Valuations. * Participate in industry working groups and initiatives. * Stay updated on developments in the broader ETF ecosystem. * Reconcile accurately and efficiently against all core controls and procedures for all relevant ETF deliveries. * Develop new ways to enhance our operating model and work directly with tech teams to implement risk-reducing processes. * Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures. * Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. * Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders. * Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform. Required qualifications, capabilities, and skills * Demonstrated expertise in fund servicing operations, with at least one plus year of experience focusing on basket operations or fund accounting, evidenced by successful execution of related tasks and responsibilities. * Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting. * Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment. * Proven ability to apply active listening and questioning techniques to understand and address client needs effectively. * Strong managerial skills. * Strong analytical, prioritization, organizational, and time management skills. * Ability to be effective in a global operating environment and a matrix management organization. * Ability to build and maintain effective working relationships with clients and counterparties. * Excellent customer service skills with attention to detail. * Results-oriented; ability to create and sustain a target-guided environment. Preferred qualifications, capabilities, and skills * Advanced Excel skills, VBA, etc. * Strong knowledge of complex corporate actions and dividend income. * ETF cash component expertise. Work hours are 12:30 - 9pm.

We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!

PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.

Join our Treasury team to ensure efficient cash flow management, optimize liquidity, and maintain strong banking relationships. This role combines operational execution with compliance oversight and technology support. Responsibilities: Cash Forecasting & Reporting: Monitor daily cash positions, prepare reports, and facilitate wires/transfers. Prepare executive level weekly summary for the CFO and CAO. Banking Administration: Manage account openings, signatory updates, oversee fee's and maintain ACH blocks. Compliance & Controls: Support SOX compliance and ensure adherence to treasury policies. Technology & Process Improvement: Leverage treasury systems and recommend process enhancements. Assist in automation initiatives for cash reporting Handle adhoc projects and assist the VP of Cash Management with various analyses. Collaborate with Accounts Payable, Accounts Receivable and IT to enhance treasury technology Qualifications: 2- 4 years of treasury, cash management or banking experience required Proficiency in treasury management systems (e.g., Treasura and Excel) Understanding about treasury, banking and payment processes Familiarity with bank cash management systems Ability to work cross-functionally and adapt in a fast-paced environment Strong communication, organizational, and interpersonal skills Detail-oriented, analytical, and collaborative team player Motivated individual who is a team player with a positive attitude Why Join Us? Gain exposure to corporate treasury operations and contribute to process improvements in a dynamic environment. Brixmor offers a hybrid work schedule (first three days of the week in the office, the balance remote optional), very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities. Brixmor offers very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities. EOE (Brixmor is an Equal Opportunity Employer)

Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* Strong understanding of Agile or Waterfall implementation methods* 5+ years deep understanding of business processes* Excellent Interpersonal and communication Skills* 5+ years' experience in accounting industry or project work that developed an understanding of accounting principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* Demonstrated initiative in researching and understanding the implications of emerging technology Specific Skills - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606 #J-18808-Ljbffr

Operations Manager - Heavy Civil (MSE/CIP Walls) (Metro Atlanta, GA) Lead and scale field operations for a growing, family-owned civil contractor specializing in MSE and Cast-In-Place (CIP) concrete wall systems. This role owns execution across multiple concurrent projects and crews, with direct responsibility for safety, schedule attainment, cost control, and field leadership. About the Company Well-established, family-owned civil contractor with 15+ years of experience in structural wall construction Specializes in MSE walls, CIP concrete walls, block walls, and arched culverts Supports commercial, industrial, and residential land development projects Strong reputation for quality, safety, and repeat-client work Growth-oriented organization with long-tenured field leadership and clear advancement paths What You'll Do Oversee planning, scheduling, and execution of multiple active construction projects, typically ranging from $100K to $5M, ensuring on-time, on-budget delivery in compliance with quality and safety standards Provide leadership for four experienced, multi-year superintendents, collectively managing approximately 85-100 field personnel across multiple crews Maintain a strong field presence (approximately 75%), conducting regular job site visits to monitor safety, production, quality, and schedule performance Serve as the primary operations contact for clients regarding schedules, execution updates, and field-driven changes Partner with internal logistics and fleet teams to ensure crews, materials, and equipment are aligned with the schedule Implement and enforce standardized safety and quality control procedures, while tracking key operational metrics including safety benchmarks, schedule attainment, and cost containment Identify, propose, and support approval of field-driven improvements and changes, with performance incentives tied to execution Oversee accurate job tracking, documentation, and project status updates using SmartSheets, supporting billing accuracy through field reporting with potential for expanded administrative responsibility over time Collaborate with executive leadership on process improvement, scalability initiatives, and operational planning What We're Looking For 5+ years of experience in wall construction, grading, or related heavy civil work Proven experience leading multiple crews through superintendent-level leadership, not single-project oversight Strong understanding of construction sequencing, logistics, and land development workflows Spanish-speaking ability strongly preferred for effective field communication and safety Demonstrated ability to lead teams, drive accountability, and manage performance through KPIs Strong verbal and written communication skills with field teams, leadership, and clients Highly organized with attention to detail in planning, scheduling, documentation, and cost tracking Proficient with Microsoft Office; SmartSheets experience preferred Based in Metro Atlanta or willing to commute regularly to job sites Pay & Benefits Strong competitive base salary commensurate with experience (DOE) Performance-based bonus opportunity (target up to ~20%), tied to safety, schedule, cost performance, and approved field improvements Company truck and gas card Long-term leadership opportunity within a stable, growth-oriented organization

Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team. We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team. You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks. Responsibilities: Contract Management & Automation Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga). Manage legal document execution and storage processes. Track contract renewals and compliance obligations. Technology Enabled Process and Workflow Design Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting. Proactively identify opportunities to automate and streamline legal and compliance processes. Develop workflow descriptions and provide training to improve operational efficiency across the firm. Contract Negotiation Support Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks. Coordinate with internal business teams and external counterparties to finalize contracts. Compliance & Recordkeeping Maintain organized filing systems for regulatory and corporate compliance materials. Support reporting, audit and policy implementation efforts. Qualifications: Bachelor's degree required; JD preferred but not required. 3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment. Strong understanding of contract lifecycle management and technology enabled workflow design. Proficiency with: Jira (for workflow management) Conga or Ironclad (for contract lifecycle management) DocuSign and Adobe Sign (for e‑signature processes) Google Workspace (Docs, Sheets, Drive, etc.) Basic HTML or similar skills (for form and template customization). Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting. A proactive mindset with a passion for improving processes through technology. Ability to come 4 days per week in office with greater flexibility over time. Benefits: Competitive salary plus bonus based on individual and company performance. Collaborative, casual and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr

Director of Dedicated Planning & Investment Operations - Auburn, WA page is loaded## Director of Dedicated Planning & Investment Operations - Auburn, WAlocations: WA - Auburn: Remote-Washingtontime type: Full timeposted on: Posted Todayjob requisition id: REQ-44451Organization/Business Overview: Approach Path Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Approach Path Financial Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all team members, procedures and processes for the practice. Key responsibilities include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path Financial Advisors.**Position Roles/Responsibilities/Accountabilities*** Oversee workflow and job responsibilities of planning department team members* Lead training and development for department, and work with leadership to build out infrastructure* Enter client information into various systems* Prepare and update financial plans and presentation material for client meetings* Enter information into financial planning software and prepare draft financial plans* Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date* Research and respond to client inquiries* Finalize, submit, and track all client account and application paperwork* Gather and maintain customer suitability information* Research and analyze investment and portfolio allocations* Assist in generating performance reports* Maintain information in CRM (Salesforce) system* Fill out necessary forms for opening and maintaining accounts* Handle request for transfers of funds in and out of accounts* Identify and offer recommendations on how to optimize workflows* Other duties as assigned**Position Qualifications*** Previous administrative/secretarial experience desired* 3+ years industry experience required* Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent.* Securities ( 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred* Extremely strong organizational skills* Strong communication and interpersonal skills* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions* Ability to maintain integrity of sensitive/confidential information**Competencies*** Planning/Organizing* Client Focus* Communication* Interpersonal Skills* Teamwork and Collaboration* Adaptability/Flexibility**External/Internal Dependencies*** Must be able to work with all roles of the Approach Path Financial Advisors* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizations**Compensation**Compensation varies based on the specific qualifications and experience of the individual with a target range of $85,000 to $ 130,000 - inclusive of bonus compensation. Those candidates at higher range of compensation should have passed CFP exam, have extensive experience, and have plan writing experience.This position is eligible for team and individual bonuses ranging from 0-10% of annual salary and a monthly stipend toward health and retirement benefits for full time candidates.**Compliance and Regulatory** As part of Approach Path Financial Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.*All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.*Pay Transparency*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.**Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.*At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr

Published: 5 months ago HBO WO Bachelor WO Master Professional (5-10 jaar) Senior professional (>10 jaar) Senior / Principal Oceanographic Survey Consultant At HR Wallingford, we design smart, resilient solutions across the natural and built environments to help everyone live and work more sustainably with water. By harnessing research, data insights and the power of our collective expertise, we help the world to better understand the changing influence and impact of water. Due to our continued success, we are recruiting for a Senior/Principal Oceanographic Survey Consultant to join our Ships and Dredging Group, within which there is a team dedicated to marine survey. Our team of marine survey specialists provide expertise to all technical groups within HR Wallingford. The Senior/Principal Oceanographic Survey Consultant will be a key contributor to HR Wallingford projects, providing technical expertise and project management for a range of clients across the UK and internationally. You will be responsible for ensuring the delivery of high-quality consultancy advice relating to survey, data, analysis and reporting, as well as overseeing survey contractors and providing technical support to clients and other teams within HR Wallingford. In addition, you will contribute to R&D activities and marketing materials, also attending conferences/trade events both in the UK and internationally to share knowledge and expertise. Key qualifications and skills Degree in a relevant field (e.g. oceanography, marine science or equivalent) 5+ years of commercial metocean/oceanography (ADCP, VM-ADCP, CTD, met, waves) experience Monitoring water quality, in particular turbidity / suspended sediment concentration monitoring Familiarity with water and sediment sample analysis (for key parameters such as PSD and suspended sediment concentration) Experience of programming for the processing of oceanographic data as well as using “off the shelf” software for this purpose Data analysis and reporting of metocean data on commercial projects Experience of coastal fieldwork Management of commercial survey teams both onshore and offshore as party chief Designing, deploying and recovering oceanographic moorings Experience in sediment and water chemistry (or quality) monitoring Worked in a range of environments both in the UK and abroad Comparable level of commercial experience (comparable to experience in metocean/oceanography) in bathymetric surveys (including SBES and MBES) Experience with deep sea oceanographic monitoring, geophysical survey, geotechnical investigations, and autonomous systems would be beneficial. Further information Competitive salary from £45,000 dependent on capability/experience Download a full job description and person specification. Check our exceptional benefits at ***************************** We understand the importance of a healthy work-life balance and offer both hybrid working and flexi-time. We are also open to exploring other flexible working arrangements. How to apply If you are excited about this role but are unsure about whether you're the right fit, we encourage you to apply. We're also happy to answer any questions by emailing *************************. Interested? Please apply directly via our website ***************************** providing your CV with covering letter. Additional information Our privacy notice for job applicants, available from our website, explains how we collect and process the personal data you may provide us when you apply for a job with us through our websites, or by any other means. This notice also explains how we'll store and handle that data and keep it. HR Wallingford are an equal opportunity employer and value diversity in our workplace. We do not discriminate, and work to create an inclusive culture across our business. #J-18808-Ljbffr

ABOUT US: Founded in 1997 by Laura Vinroot Poole, Capitol is a luxury clothing boutique in Charlotte, North Carolina that features designs from Valentino, Giambattista Valli, Gabriela Hearst, and along with high-end jewelry and accessories by Marie-Helene de Taillac, Irene Neuwirth and The Gem Palace. On the second floor of the store is Capitol's sister store, Poole Shop. The selection of contemporary womenswear is curated from around the world by Laura to ultimately create an immersive, continuous shopping experience. In March 2019, Capitol opened its second location in the Brentwood Country Mart, affectionately known as Capitol Brentwood. Originally founded in 1948, the Brentwood Country Mart is a beloved retail village located on the west side of Los Angeles that is known as a collection of the best stores in the world - the perfect new home for Capitol. Laura partnered with her best friend, celebrated jewelry designer Irene Neuwirth, to create an Irene Neuwirth shop-in-shop, which houses the largest collection of her jewelry outside of Irene's West Hollywood flagship. For nearly three decades, Capitol has brought femininity and attitude, vibrant patterns and colors, and endless style to women in Charlotte and beyond. The store's effortless eye for design and talent, both inside and outside the thoughtfully curated walls of the flagship store, has established Capitol as the premiere boutique of the south OUR MISSION: We are dedicated to inspiring extraordinary women and men. We are committed to excellence, lead with compassion, and encourage creativity. We are present, committed to growth and evolution, and respect ourselves and others. We are humble and generous in all we do. JOB TITLE: Operations Coordinator Reports to: Chief of Staff Salary Range: $48,000-52,000 per year ($23-25 an hour) based on experience. OVERVIEW: The Operations Coordinator is a crucial role responsible for the successful management and oversight of inventory flow for Capitol Charlotte, Capitol Brentwood, and Poole Shop. This position requires a comprehensive understanding of the merchandise lifecycle, from arrival to sale, ensuring each item has the optimal opportunity to sell at full price. This role is integral to the success of the stores and significantly impacts both the buying and selling cycles. KEY AREAS OF RESPONSIBILITY 1. Inventory Management Order Confirmation Timely review of order confirmations for Capitol Charlotte/Brentwood and Poole Shop. Collaborate with the buying team on any necessary order revisions. Communicate with vendors to resolve all inaccuracies and confirm orders. Receiving and Processing (Capitol Charlotte & Poole Shop) Import Purchase Orders (POs) into Lightspeed. Confirm packing slips/invoices against the physical units received. Complete the receiving process by circling receipts in the order book, noting the total retail value received, and updating the delivery log. Handle garments with care, including steaming and tagging. Pull items for client requests and hand off to the sales team. Communicate new arrivals to sales teams via Slack. Submit vouchers and invoices to the accounting team for financial accuracy. Shipping & Logistics Respond promptly to vendors regarding inbound shipments. Daily tracking of all inbound and outbound shipments. Notify the sales team via Slack when client approvals have been returned. Delivery Log Management Maintain the delivery logs daily as new merchandise arrives. Provide the team with a real-time percentage of a collection that has shipped. Retail Planning & Vendor Relations Keep the retail planning sheet organized and current. Contact vendors whose ship windows are approaching or past to request an update on outstanding orders or payment holds. Negotiate new terms (e.g., consignment, cancellation, discount) for late-arriving merchandise. Returns to Vendor (RTVs) & Swaps Partner with the buying team and execute all necessary steps for RTVs and swaps. Coordinate the return shipment with the vendor. Properly remove the item(s) from Lightspeed and document the return on the PO. Follow up with the accounting team to confirm that funds have been refunded or credited. Trunk Shows Assist with the merchandising and preparation for trunk shows and store events. Input trunk show inventory into Lightspeed clearly for the team, facilitating final sales processing. Send final sales reports to the vendor, copying accounting.. Create a vendor return and ship back remaining merchandise promptly, in the condition it arrived. Accounting Support / Partner With Controller Partner closely with the Controller on all inventory management and cost changes. Update Lightspeed and vouchers promptly if there are any cost or retail price changes. Check incoming mail daily. Send all inventory-related mail and documentation to Lisa on a weekly basis. 2. Buying Team Support & Inventory Lifecycle Order Administration Assist the Buying Team with data entry of seasonal market orders into an Excel template. Reference order notes and photo streams to associate client names with specific requested styles. Markdowns Generate and distribute a master list of non-markdown inventory to the sales team, based on carryover lists and time at full price. Liquidation Collaborate with the buying team to determine the optimal timing for merchandise liquidation. Neatly package merchandise for shipment to the liquidator. Create an invoice and negotiate a final offer with liquidators such as UAL, TheRealReal, or LGS. Involve the accounting team to ensure funds are received. Shrink Management Generate a shrink report after merchandise has been placed on approval for liquidation. Share the report with the sales team for reconciliation. Report the final total retail value of shrink to the Buying Team. 3. General Operations & Culture Act as a leader within the organization. Maintain a clean, organized, and positive working environment. Partner with the sales team to elevate the company's overall customer service standards. Interface with customers, vendors, and internal staff in a positive and timely manner. Contributes to the positive team efforts of both the store and the company. Makes suggestions to improve daily store sales, operations, and overall client flow. Performs other duties as required or requested to ensure the smooth operation of the store. Must be able to lift over 35 lbs. Ensure management is promptly notified of any challenges or issues impacting the company or the customer. Attend team meetings as requested Capitol provided the following inclusive hiring information: We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Job Type: Full-time On-site Experience: Fashion Retail: 1 year (Preferred) Work Location: In person

A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k. #J-18808-Ljbffr

A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr