Post job

LPL Financial jobs in Rock Hill, SC - 314575 jobs

  • VP, Strategic Vendor Relationship Manager

    LPL Financial 4.7company rating

    LPL Financial job in Charlotte, NC

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. LPL Financials' Strategic Sourcing & Procurement team seeks an experienced Strategic Vendor Relationship Manager to optimize and manage relationships with LPL's most complex vendors. Are you a trusted partner and relationship builder who engages in tough, yet effective, conversations with key stakeholders, including Executive leadership? Do you enjoy driving organizational value through deeper partnerships both on internal and external engagements? Do you have experience aligning contractual, commercial, and strategic objectives to established vendor frameworks? Do you thrive at executing under pressure to deliver exceptional financial outcomes while improving program and vendor engagement models? If yes, then this could be the role for you! We have an exciting opportunity to join our Sourcing organization as a Vice President, Strategic Vendor Relationship Manager where you'll be responsible for spearheading partnerships with an assigned group of LPL's most complex strategic vendors. In addition, you will be an SME who provides guidance to internal/external stakeholders regarding vendor compliance, risk management/mitigation, cost optimization, and financial insights. Lastly, the Strategic Vendor Relationship Manager will continuously cultivate and deepen Vendor partnerships while maximizing value. A fundamental component of the role is change management and the ability to lead the transformation of LPL's partnership with its strategic Vendors. You will also be a key contributor regarding the ongoing evolution of the SVRM Program by developing and maintaining effective processes and supporting the creation and management of strategic vendor roadmaps Roles & Responsibilities: Influence and maintain strong internal relationships with executive Strategic Relationship Owners through ongoing engagement, consultation and participation in day-to-day operational functions. Manage holistic relationships with strategic Vendors, understand the impact of Vendors who provide multiple products / services across multiple business units and demonstrate the ability to cohesively drive LPL's priorities and mitigate risk with the Vendor's roadmap and strategic future partnerships. Partner with the Strategic Sourcing leadership to evolve the vision and execution roadmap for the Strategic Relationship Management function maximizing the value of LPL's Vendors by creating a centralized LPL message. Collaborate and drive partnership with various Business stakeholders, Sourcing, Technology, Operations, Product Management, Third Party Risk, and Legal to conduct contract analysis, establish clear metrics of success, drive roadmap innovation and maintain executable escalation paths. Ensure Business Owners, internal stakeholders and vendor partners establish and evolve deeper partnerships with strategic Vendors, developing executive level relationships, reviewing performance to identify potentially problematic trends and aligning Vendors to LPL's strategic vision. Negotiate high dollar & high-risk contracts with key Vendors in such a way to drive value across Business, Product and Technology roadmaps. Ensure appropriate processes/controls to maintain and ensure compliance with the contract in support of the Strategic Relationship Owner Manage the completion and oversight of SVRM reports, fact sheets, and tracking matrices. Lead all efforts and logistics pertaining to onsite Quarterly Business Review meetings for assigned vendors focusing on service performance, incident metrics, firm updates, strategic planning, and review of new vendor services. Understand and represent the different types of risk associated with each strategic Vendor (operational, revenue impact, reputational, security, coexistence with systems, etc). What does your success look like in the first 90 days? Learn the LPL Strategic Vendor landscape, meet with key executives across various Operational, Product and Technology units in conjunction with assigned key vendor stakeholders to understand impact, importance and dependencies for LPL. Partner with the Business, Sourcing and Third Party Risk to gain an understanding of ongoing operational dependencies. Gain an understanding of the company's goals and establish the draft strategy aligning LPL's most strategic Vendors. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 7-10 years of experience in Vendor Management supporting Third-Party Risk, Vendor Relationship Management, Outsourcing, Software and Hardware functions within large institutions. Experience developing and cultivating relationships with Senior Executives Experience as a process leader who is detail oriented with demonstrated expertise on contract agreements and risk management. Organizational change management experience. Core Competencies: Provide leadership and thoughtful consultation for initiatives requiring tight deadlines, ongoing monitoring, and status reports back to Executive Stakeholders. Strong operational experience on large complex environments. Natural ability to build & foster strong relationships Ability to drive data driven discussions and create a strategy/plan based on the data to drive results. Ability to work in a cross-functional team and drive outcomes without having direct authority. Ability to actively anticipate, identify, and manage risks within the company. Collaboration skills with the ability to engage and influence others in all levels of the organization Proven experience in managing multiple projects, with an ability to prioritize individual and team workload based on business needs and deadlines Negotiation skills with demonstrable experience in negotiating win-win outcomes that meet the interests of all parties Ability, with proven experience, to work in a dynamic fast paced organization, with a focus on continuous improvement, customer service and teamwork Creative problem solving skills and experience in facilitation of effective discussions around change management and varied ideas, opinions, insights and expertise Unimpeachable ethical standards and a strong work ethic Grace under pressure and a sense of humor! Pay Range: $133,088-$221,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25
    $133.1k-221.8k yearly Auto-Apply 23d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • FAR Program: Summer 2026 Internship - Internal Audit- Business Analytics (BA)

    LPL Financial 4.7company rating

    LPL Financial job in Charlotte, NC

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. As an intern within the FAR (Foundational Analyst Rotational) Program, participants will join us for a paid, ten-week summer internship with our Internal Audit - Business Analytics team. What We Offer: The internship experience includes networking, relevant work assignments, group projects, social and wellness events, mentorship, and other informative learning sessions with key leaders. Our programming is designed to provide students with a blend of business and professional developmental opportunities that incorporates real-world experiences. What You'll Do: Assist in the completion of financial, operational, and process design assessments and control testing Participate in process walkthroughs and perform audit testing in accordance with department and professional standards Obtain exposure to systems, databases, and other applications used by the Company on a daily basis Practice project management through handling various assignments and projects Expand knowledge through training and other online courses Interact with other company leaders to develop an understanding of career options and opportunities at LPL Financial Participate in department events and meetings throughout the internship program What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements Current sophomore or junior Interest in the financial services industry In addition, relevant coursework, internships, or extracurricular leadership experience 3.0 GPA minimum Offer is contingent upon successful background screening and agreement to be local to the Fort Mill/Charlotte office - Selected candidates will operate out of the Carolina's office working on a hybrid schedule (2-3 days in office) Preferences: All majors are considered, but finance and accounting majors are preferred GPA of 3.3 or higher Basic financial and accounting knowledge (understanding of financial statements, budgeting, forecasting, etc.) Intermediate knowledge of Microsoft Excel and other Office 365 platforms Effective communication, analytical, and problem-solving skills Passionate, driven, open to new opportunities, and positive attitude High level of motivation and initiative Summer Internship Schedule: Full- time position for 10 weeks in the summer of 2026; Monday through Friday, working 40 hours a week during business operating hours Internship dates: 6/1/2026 - 8/7/2026 Hourly Rate: $22-$25 The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location. Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $22-25 hourly Auto-Apply 60d+ ago
  • Veterans Staff Attorney

    Three Rivers Legal Services, Inc. 3.5company rating

    Gainesville, FL job

    Three Rivers Legal Services has an immediate opening for a Veterans Staff Attorney in its Gainesville Office. This is a position working primarily with veterans and veteran families. Caseload includes VA pension, VA disability, discharge upgrades, SSDI, SSI, child support, housing, and other civil legal cases necessary to secure and/or maintain housing stability for veterans and their families. A desire to represent the needs of low-income clients and underserved populations is essential. TRLS is a nonprofit law firm that provides free legal assistance to low income clients, the elderly and underserved populations. TRLS is dedicated to the provision of quality legal assistance and to community empowerment through preventive legal education and outreach. *Essential Duties and Responsibilities:* * Provide civil legal services to clients and client groups including, advice, brief services, negotiation, administrative representation, and court litigation. * Draft pleadings, letters, and community outreach materials. * Conduct legal research and draft legal memoranda. * Review and supervise work product of assigned support staff member. * Provide outreach to veterans, veteran families, and community partners. * In coordination with the Public Benefits Project Manager, communicate and foster relationships with the courts, local and state bar associations, community agencies, and local client groups. * Represent TRLS at meetings and other community events. *Qualifications:* * Attorney in good standing with the Florida Bar or law school graduate pending admission to the Florida Bar. Attorneys licensed to practice law in another state and who hold VA accreditation may be considered. * Excellent oral, written, and legal research skills. * Excellent organizational skills. * Comfort with public speaking. * Ability to work independently and as part of a team. * Proficiency with Microsoft Office and G-Suite. * Demonstrate interest in public interest law and commitment to justice for low-income persons. * Access to automobile during working hours, willingness to travel to rural communities, insured and licensed to drive. *Salary and Benefits.* Salary depends on experience. Starting salary for law school graduates who have recently passed the bar is $65,920. Benefits package include: * Paid time off including 20 vacation days, 12 sick days, 12 office holidays, and 3 personal holidays. * Health insurance, FSA Health and Dependent Care, short term disability, and employee assistance plan. * Employer paid $50,000 life insurance policy with option for employee to purchase additional coverage. * 403(b) retirement plan with 5% employer contribution after 2 years of service. * Voluntary options of vision, dental, and long-term disability. * Continuing legal education and paid membership in the Florida Bar and a local bar association. * Minimum 35-hour work week. Office closes to the public at noon on Fridays. * Flexible work schedule with remote options available after completion of 6-month introductory period. Please provide your resume and cover letter. EOE and ADA compliant. Applications will be accepted through April 17, 2026 or until position is filled. _TRLS invites all applicants to include in their cover letter a statement about how their unique background and/or experiences might contribute to our staff's diversity, cultural vitality, perspective_, _and practice._ Three Rivers Legal Services, Inc. is an Equal Employment Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, national or ethnic origin, age, disability or veteran status. _Candidate hired for this position will be required to submit to a Level II background screening through the Florida Care Provider Background Screening Clearinghouse. For more information please visit the Care Provider Background Screening Clearinghouse Education and Awareness website at ********************************** Job Type: Full-time Pay: $65,920.00 - $90,000.00 per year Benefits: * Dental insurance * Employee assistance program * Flexible schedule * Flexible spending account * Health insurance * Life insurance * Paid time off * Professional development assistance * Retirement plan * Vision insurance People with a criminal record are encouraged to apply License/Certification: * Florida Bar License (Preferred) Work Location: Hybrid remote in Gainesville, FL 32601
    $65.9k-90k yearly 7d ago
  • Litigation Counsel

    Spencer Reed Group 3.9company rating

    Wichita, KS job

    Seeking an experienced Litigation Attorney to provide expert counsel and innovative legal representation in all phases of sophisticated litigation. Esteemed law firm with robust support, collegial atmosphere, culture of autonomy, and a sterling reputation. Exceptional opportunity for professional growth and advancement. Lucrative compensation (commensurate with experience and other credentials) with high upside and good benefits. Work life balance. Targeting candidates with substantial prior experience handling all phases of sophisticated litigation, from inception through case workup and trial or other resolution. The Firm currently handles a range of litigation such as complex business disputes, personal injury, employment, construction, real estate, energy, and civil rights, among other matters. A relationship-oriented approach is essential. JD and bar admission required. EOE Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible schedule * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid time off * Professional development assistance * Vision insurance License/Certification: * license to practice law (Required) Work Location: Hybrid remote in Wichita, KS 67206
    $32k-43k yearly est. 36d ago
  • Work From Home Product Tester - $25-$45/hr - No Experience Needed

    OCPA 3.7company rating

    Newton, KS job

    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required. There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access. It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed. Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties: Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.) Take care of the product being tested and use it responsibly Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.) Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses) There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm Write reviews as requested in the In-Home Usage Test Daily Schedule for each project Requirements: Ability to follow specific instructions Excellent attention to detail and curious spirit Be able to work 15-25 hours per week and commit to a certain routine Have access to a computer and a reliable internet connection Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary. Benefits: Very competitive pay rate Weekly pay Work around your own schedule Learn about an exciting industry Telecommute (you can work from home, work or school) Most of the time you can keep the product you tested
    $25 hourly 11d ago
  • President - Multifamily Property Management Operations

    Korn Ferry 4.9company rating

    Birmingham, AL job

    Korn Ferry has partnered with our client on their search for the role, President - Property Management Operation. Gateway Management Company is seeking a President to lead performance accountability across its portfolio. While growth is embraced, our priority is a commitment to preserving the values that define Gateway. Although this growth is important, the greatest impact for this role and its direct reports will come from improving the performance of the existing portfolio. The President will oversee property management across all Gateway properties, with a focus on financial integrity, operational excellence, and compliance with all relevant laws, regulations, and internal policies. As a senior leader, this individual will also serve as a culture champion, actively promoting Gateway's mission and philosophy throughout the organization. Key Responsibilities With a relationship and data-driven approach to management, the President provides direct supervision to the RVPs in Property Management Operations and Service Operations. This supervision ensures that the operations and maintenance of all properties align with overarching standards emphasizing quality, occupancy, cost control, and revenue objectives. The individual actively: Focuses on maximizing operational performance of the Gateway Development portfolio Identifies the clear, reasonable expectations for the Gateway Development portfolio and 3rd party clients Drives accountability for meeting these expectations Maintains assigned properties in a decent, safe, and sanitary condition always Organizes assigned work efficiently Develops effective work methods that comply with expectations Partners with internal and external resources to maintain high levels of property performance and standards Additional Key Responsibilities In addition, this individual: Interprets program standards, procedures, and regulations crucial for program effectiveness Manages the budget for all area programs Recommends modifications to meet evolving program requirements and staff adjustments Participates in developing the annual budget submission related to Property Management Operations Ensures the area of responsibility operates within the established budget Advises the CEO and relevant C-level peers on pertinent budget, policy, program, and procedural matters Provides updates on all phases of area programs Represents Gateway Management Company Partners at various public/business, community, and resident meetings Review financial and variance reports on monthly and quarterly basis and implement timely correction measures, as necessary Review vacancy reports; monitor resident income re-certifications; supervise provision of a variety of additional analytical/statistical reports on the operations, program compliance, government and investor compliance and other activities to ensure desired occupancy levels and return on investment Report regularly to management Oversee the preparation of month-end property performance and financial narratives, ensuring the property managers are explaining to property owners the relevant activity for each month Review, interpret, and apply applicable laws and regulations, and company policies and procedures Responsible for compliance with Fair Housing, Non-Discrimination and housing legislation Ensure lease agreements are up to date, and provisions are enforced with each tenant Continuously research and study innovative practices in top performing companies across various industries and pilot new and borrowed ideas in the property management team Negotiate property management contracts and other contracts in accordance with established criteria; as to protect the company's interest Must be able to determine when contracts warrant investor, partner and/or lender review and/or approval Implement an effective financial strategy, including budgeting, cost control, forecasted expenditures and revenue improvements, oversee the development of yearly operating budgets/forecasts Maintain clear line of communication with each property owner/partner and foster client relations Oversee onsite risk management compliance; ensure monthly property walkthrough inspections are completed and properly documented Develop and maintain property management systems, including policies and procedures Ensure coordination of property operations, including building maintenance and rehabilitation work Responsible for ensuring all property managers understand, monitor and are approving and properly coding all of the expenses for each property Addresses all escalated tenant complaints and responding to emergencies Key Responsibilities, continued Oversees responses to and following up with all emergency situations at each property and if needed, coordinating with insurance adjusters and overseeing the management of any claim process. Ensure partners/investors/lenders remain informed Works collaboratively with property management staff, Asset Management, Risk Management, and Accounting to prepare annual operating and capital improvement budgets and long-term management plans for all properties and ensure timely completion and submission of financial reports to partners/investors Conducts project investment reviews, including quarterly financial reviews, annual site inspections, tenant file review and periodic reviews of insurance, property tax, debt service coverage and reserve for replacement requirements Responsibilities/Duties for Staff Supervision and Development Participates in the recruitment, interview, selection and evaluation process for property management staff Mentors, coaches, supervises, develops and directs property managers in their job responsibilities and the operation, maintenance and leasing activities of the properties to maintain company standards Provides oversight to property managers regarding property maintenance and repairs Mentors employees and train them on various best practices through a hands-on training approach and through special focused training seminars in partnership with the Learning & Development team Leads regular staff engagement between Senior Managers across other departments Assures proper training and use of all equipment/supplies Monitors initial tenant leasing activity to ensure compliance with requirements Responsibilities/Duties for Business Management Prepares annual management plans, as needed, with input from Senior Management Team and investors Sets performance goals by property, related to industry standards; monitor performance, adjust strategies as needed Participates in organizational planning with Senior Management Team Works with staff to ensure maximum use of property management and other software Works with owners, managers, site staff and accounting personnel to develop and manage individual site business plans including investment objectives, compliance goals, market positioning, personnel, asset quality, financial goals and objectives Responsibilities/Duties for Reporting, Community Involvement and Professional development Prepares and present departmental reports relating to project performance, goals, standards, benchmarks Regularly communicates and cooperates with Senior Management Team on all reporting and regulatory issues Sits on various committees pertinent to department and organization goals and standards Stays abreast of property management and other real estate related industry standards, legislation impacting department and industry practices, policies and procedures The Candidate Skills and Competencies Specific Qualifications and Attributes to include: 10+ years of managing a portfolio of 10,000+ units in affordable housing or a mix of Affordable and Class A / B market-rate multifamily housing Experience leading high-functioning property management teams Demonstrated experience developing and motivating a high performing, cross functional team Proven track record of implementing best practices to maximize value across a portfolio Bachelor's degree Excellent written and verbal communications skills Ability to multitask and delegate effectively in a fast-paced environment and to work cross-functionally in a matrixed environment Prior experience Real Page One Site Software is a plus In addition to competitive pay, Gateway Management Company's robust benefits package includes: Competitive salary and bonus potential Potential for Equity to share in future profits Health, dental, vision, and short and long-term disability insurance Paid time off and company holidays 401k plus company match Wellness plans, FSA/HAS The Company The Gateway Companies Gateway Management Company emphasizes creating partnerships and properties, with long sustainable value, thriving residential communities, and enriching work environments. Gateway strives to create rewarding work and living environments. We are a branch of several companies that are a total property and housing solution. The Gateway Companies are comprised of Gateway Management, Gateway Development, and Gateway Construction. The Gateway Companies were formed in 1986, including Gateway Management Company, for the primary purpose of providing conventional and affordable housing through development, property management and asset management for the properties owned by the principal in the Company. Gateway currently manages over 180 properties, including our third-party partners, consisting of over 16,000 units throughout the Southeastern United States. We have over 450 employees. SE: 510761140
    $161k-277k yearly est. 1d ago
  • Global Records & Information Management Director

    Sidley Austin LLP 4.6company rating

    Chicago, IL job

    A leading law firm in Chicago is seeking a Records Management Director to lead the strategy and governance of their global Records and Information Management program. This role requires a minimum of 10 years of experience in a similar field, ideally within a law firm, and offers a competitive salary of $280,000 - $350,000. You'll oversee operations, implement modern RIM practices, and lead a team while ensuring compliance with legal and regulatory standards. #J-18808-Ljbffr
    $280k-350k yearly 5d ago
  • Litigation Attorney

    Secrest Wardle 3.9company rating

    Troy, MI job

    Troy law firm seeks aggressive litigation attorneys with broad-based experience in auto (first and third-party matters), premises liability, and general liability matters. Seeking multiple lawyers with different levels of experience. Specifically, candidates with two to ten years of experience as well as ten plus years of experience; Applicants should be goal driven; and be committed to zealously representing firm clients through all stages of the litigation process. Excellent research, writing and communication skills are required. The firm offers exceptional benefits, bonus opportunities, as well as a very competitive salary commensurate with level of experience. Interested candidates should submit a resume and writing sample to Steve Marchesi, Human Resources Manager. Job Type: Full-time Base Pay: From $85,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Ability to Commute: * Troy, MI 48084 (Required) Ability to Relocate: * Troy, MI 48084: Relocate before starting work (Required) Work Location: In person
    $85k yearly 60d+ ago
  • Jr. Product Manager

    The Intersect Group 4.2company rating

    Irving, TX job

    Entry-level Product Manager supporting Operations products. Partner with stakeholders, UX, and engineering to define requirements, manage backlogs, and deliver digital improvements for store operations. Responsibilities Translate user and business needs into user stories and product requirements Manage and groom the product backlog; support release planning Collaborate with UX, engineering, and stakeholders to deliver features Track KPIs and learnings to refine product decisions Support agile delivery and advocate for end users Qualifications Bachelor's degree Basic knowledge of agile/product management concepts Familiarity with tools like Jira, Confluence, wireframing, and analytics Strong organization, communication, and willingness to learn Ability to work on-site 5x a week in Dallas, TX Preferred Degree in Product, CS, or Engineering Exposure to retail or e-commerce
    $96k-140k yearly est. 5d ago
  • Judicial Assistant III - Courtroom Assignment

    Superior Court of California, County of Santa Barbara 4.1company rating

    Santa Barbara, CA job

    is located in Santa Maria If you are looking for a stimulating and rewarding career working in a Courtroom, this position is for you. Our Courtroom Clerks keep the flow of the Court running efficiently working closely with Judicial Officers. We offer excellent benefits, too. Come join our organization as the best part is our employees. Apply now! Applicants who meet the minimum qualifications of the position will be invited to a one-hour and fifteen-minute performance exercise via Zoom. You will receive an email notification if you are invited to take the exam. **Testing dates & times** Thursday, February 5th, 2026 8:00am, 12:00pm or 3:45pm or Friday, February 6th, 2026 8:00am, 12:00pm, or 3:45pm (You will only need to schedule for one test time) ADDITIONAL MONETARY/BENEFIT VALUE: In addition to the base wage listed, employees in this classification receive: The Court pays 100% of employee health premium 100% of the medical premium for Employee + Dependent 100% of the medical premium for Employee + Family 100% of employee dental premium 100% of employee + dependent dental 100% of employee + family coverage dental Paid Vacation and Paid Sick Time 14 Paid Holidays + 1 Floating Holiday Biweekly Court contribution of approximately 32.47% of gross wages towards employee's mandatory retirement account. SBCERS Plan 8. (Download PDF reader) Additionally, employees from current public employers (federal, state and/or local government) may qualify for: - Retirement reciprocity - Time and service credit towards vacation accrual rate Under general supervision, performs a variety of clerical and administrative duties related to court hearings and courtroom proceedings. DISTINGUISHING CHARACTERISTICS The Judicial Assistant III is the journey and advanced journey level in the Judicial Assistant classification series. The Judicial Assistant III-Courtroom Assignment is distinguished from all other Judicial Assistants in that the primary focus of the courtroom assignment is clerical and administrative courtroom support work. The Judicial Assistant III-Courtroom Assignment is distinguished from the Judicial Assistant III-Office Assignment in that the primary focus of the office assignment is clerical and administrative legal processing support work. The Judicial Assistant III classification as a whole, both courtroom and office assigned positions, may act as a "lead-worker"; leading, training and assigning the work of subordinate and/or lesser experienced Judicial Assistants. The courtroom assigned Judicial Assistant III would typically be assigned responsibility for "peer" training of lesser experienced Judicial Assistant III-Courtroom Assignment employees as needed, while the office assigned Judicial Assistant III is typically assigned responsibility for leading, training and assigning the work of subordinate Judicial Assistants within an office based work unit, and/or may be assigned formal responsibility for overseeing, leading, training, and/or assigning a unique or specialty work load. The Judicial Assistant III-Office Assignment and Courtroom Assignment may be assigned to cover other Judicial Assistant III assignments as needed. The Judicial Assistant III classification as a whole, both courtroom and office assignments, are not included in the Judicial Assistant I/II flex series. Examples of Duties Attends court sessions and takes minutes of actions and proceedings; requests clarifications of instructions and order of actions to properly note the official court record. Examines ledgers, reports, and other financial documentation for technical defects and accuracy. Maintains court records and files, such as records of court-appointed counsel and experts; receipts, marks, and takes custody of evidence. Impanels and polls jurors, records challenges, administers oath or affirmations to witnesses and jurors and records jury service and compensation due jurors. Advises attorneys, public agencies and the public on the status of cases and provides procedural information. Prepares and reviews for format and content a variety of court documents. Prepares court calendars and/or calendars cases for hearing, conferring with the appropriate individuals according to established procedures; distributes calendars and related case files for review. May lead, train and/or assign the work of less experienced Court Assignment clerks as directed by supervisor. Performs related duties as assigned. Employment Standards One year of experience performing the full range of duties of a classification equivalent to Judicial Assistant II with Court; OR Successful completion of college level courses or equivalent specialized training in legal terminology, legal procedure, and court procedures; OR Any combination of training, education, and experience that would provide the required knowledge and abilities. Knowledge of: office practices; basic mathematics; legal terminology; court rules and filing procedures; requirements of court documents; laws, policies, and procedures associated with all types of trials and court proceedings; preparing of case files, dockets and court calendars; computers, computer applications and automated databases. Ability to: maintain confidentiality; utilize sound judgment in performing court-related duties; pay attention to detail; understand, explain, and comply with a variety of detailed procedures; organize work tasks; establish and maintain professional, courteous working relationships with staff, legal community, and the public; establish work priorities; lead, train, assign and review work of others; use a computer and associated equipment, and applications to complete the work of the Court.
    $45k-60k yearly est. 17h ago
  • Growth Marketing Director: Data-Driven D2C & Events

    Daybreaker LLC 3.8company rating

    New York, NY job

    A growing events and content company is seeking a performance marketing leader to help improve and grow their marketing team. The ideal candidate will have leadership experience in digital and offline marketing, with a strong analytical background. Responsibilities include leading ticketing growth, managing marketing strategies, and supporting PR. This role offers a competitive salary, benefits including health insurance, and a vibrant creative community. #J-18808-Ljbffr
    $52k-107k yearly est. 5d ago
  • 2026 Summer Intern - Talent Acquisition

    LPL Financial 4.7company rating

    LPL Financial job in Charlotte, NC

    Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development? Then our Talent Acquisition Intern Program is the place to start. LPL's TA group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need engaged professionals to help continue our growth. Our 10-week paid summer internship program is designed to provide you with comprehensive and immersive experience. You'll work on real-world projects, contribute to the company's growth and success, and gain valuable experience and insights into the financial services industry. You'll also have the opportunity to network with professionals in your field and build meaningful relationships. If you're a motivated and ambitious individual looking to launch your career, we encourage you to apply for our Talent Acquisition Intern Program. What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: Our Talent Acquisition team is seeking a motivated and detail-oriented intern to join us for Summer 2025. This internship offers a unique opportunity to gain hands-on experience across a wide range of strategic initiatives that shape our early career programs and recruitment operations. This role is ideal for someone passionate about talent strategy, operations, and creating meaningful candidate experiences. You'll collaborate closely with the TA team and cross-functional partners, gaining exposure to both tactical and strategic aspects of recruitment. Responsibilities: Support and enhance the Summer Internship Program experience, including intern engagement and capstone collaboration Assist in optimizing interview processes and improving candidate experience across touchpoints Contribute to building and maintaining a job description library to support hiring consistency and clarity Participate in the rollout of new TA technologies and tools to streamline recruitment operations Analyze recruitment data to uncover insights and support continuous improvement efforts Help plan and execute fall campus recruitment strategies and events Draft documents and research solutions that support HR initiatives around career development, talent management, and employer branding Gain exposure to full-cycle project management and cross-functional collaboration while learning how enterprise business strategy connects to talent acquisition What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Currently a junior going into your senior year pursuing a bachelor's degree in human resources business management or similar program 3.3 GPA minimum Interest in the financial services industry Offer is contingent upon successful background screening and agreement to be local to the Fort Mill, SC Core Competencies: Ability to organize and analyze data Organization and strong communication skills (verbal and written) Adept at project management and cross-functional collaboration. Creative, analytical and strategic thinker Strong organizational and time management skills, with attention to detail Ability to juggle multiple projects and priorities while maintaining a high level of productivity Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word Summer Internship Schedule: Full-time position for 10 weeks in the summer of 2026; Monday through Friday, working 40 hours a week during business operating hours Interns should plan to participate for the entire program. Program dates: June 1,2026-August 7,2026 Hourly Rate: $20.00-$25.00 The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location. Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $20-25 hourly Auto-Apply 60d+ ago
  • Healthcare Investment Banking Analyst II (Charlotte)

    Raymond James 4.7company rating

    Charlotte, NC job

    Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $66k-86k yearly est. Auto-Apply 60d+ ago
  • Work From Home Product Tester - $25-$45/hr - No Experience Needed

    OCPA 3.7company rating

    Warner Robins, GA job

    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required. There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access. It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed. Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties: Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.) Take care of the product being tested and use it responsibly Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.) Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses) There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm Write reviews as requested in the In-Home Usage Test Daily Schedule for each project Requirements: Ability to follow specific instructions Excellent attention to detail and curious spirit Be able to work 15-25 hours per week and commit to a certain routine Have access to a computer and a reliable internet connection Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary. Benefits: Very competitive pay rate Weekly pay Work around your own schedule Learn about an exciting industry Telecommute (you can work from home, work or school) Most of the time you can keep the product you tested
    $25 hourly 11d ago
  • Attorney - Business Law and Commercial Litigation

    Volpe Law 4.1company rating

    Parker, CO job

    We are looking for an experienced business lawyer and litigator to join our team and grow our general counsel/business law practice. We handle all phases of business growth, from startup through M&A, through sale. In our general counsel practice, when a client needs litigation, we are prepared to handle. Ideal candidate will have experience with business formation, operating agreements, corporate law, contract law, and transactions. Experience with franchises is a plus. Litigation experience required. *Qualifications* * Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in Colorado. * Minimum 3-5 years of experience. * Experience in business general counsel & commercial litigation * First-chair experience in depositions, hearings, and trials preferred. * Proficient in legal drafting with a strong attention to detail. * Excellent written and verbal communication skills with the ability to articulate complex legal concepts clearly. * Strong analytical skills with the ability to think critically and solve problems effectively. * Demonstrated ability to manage multiple priorities while meeting deadlines in a fast-paced environment. * Desire and Drive: to practice law, serve clients, and develop your skills. *Compensation* * Compensation is based on relevant experience Join us as we strive to provide exceptional legal services while fostering an inclusive and collaborative workplace culture! Job Type: Full-time Pay: $110,000.00 - $175,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid time off * Retirement plan * Vision insurance Experience: * business transactional: 2 years (Required) * General & commercial litigation: 3 years (Required) Work Location: Hybrid remote in Parker, CO 80138
    $110k-175k yearly 7d ago
  • Financial Advisor Trainee - PCG (Charlotte, NC)

    Raymond James Financial, Inc. 4.7company rating

    Charlotte, NC job

    Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
    $78k-111k yearly est. 60d+ ago
  • Work From Home Product Tester - $25-$45/hr - No Experience Needed

    OCPA 3.7company rating

    Trussville, AL job

    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required. There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access. It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed. Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties: Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.) Take care of the product being tested and use it responsibly Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.) Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses) There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm Write reviews as requested in the In-Home Usage Test Daily Schedule for each project Requirements: Ability to follow specific instructions Excellent attention to detail and curious spirit Be able to work 15-25 hours per week and commit to a certain routine Have access to a computer and a reliable internet connection Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary. Benefits: Very competitive pay rate Weekly pay Work around your own schedule Learn about an exciting industry Telecommute (you can work from home, work or school) Most of the time you can keep the product you tested
    $25 hourly 11d ago
  • Associate Attorney

    Gilson Daub, LLP 4.0company rating

    Urban Honolulu, HI job

    We are seeking a Licensed Attorney to become a part of our litigation team, specializing in insurance defense of injured worker claims. *Responsibilities:* * Conduct research to support legal proceedings * Assist with the drafting and reviewing of legal documents * Investigate facts in support of negotiation of legal disputes * Monitor and ensure compliance with state and federal regulations * Conduct depositions with claimants. * Maintains excellent communication with insurers and adjusters * Represent clients in mandatory court appearances *Qualifications:* * Previous experience Workers Compensation or Civil Litigation cases. * Familiarity with State of Hawaii labor code * Ability to prioritize and multitask * Excellent written and verbal communication skills * Deadline and detail-oriented Job Type: Full-time Benefits: * Health insurance * Paid time off Education: * Master's (Required) Experience: * Licensed Attorney: 1 year (Required) Work Location: Hybrid remote in Honolulu, HI 96813
    $70k-86k yearly est. 60d+ ago
  • Healthcare Investment Banking Analyst II (Charlotte)

    Raymond James Financial, Inc. 4.7company rating

    Charlotte, NC job

    Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.
    $66k-86k yearly est. 60d+ ago
  • Housing Justice Attorney, Tenant Defense

    The Legal Project 3.6company rating

    Schenectady, NY job

    *Exciting Career Opportunity: *Housing Justice Attorney, Tenant Defense *Employment Type:* Full Time, Exempt *Reporting To: *Supervising Housing Justice Attorney *About Us at The Legal Project:* Are you ready to be a part of a groundbreaking organization dedicated to justice and equality? Do you believe that access to housing is a human right? Do you want to use your legal career empowering families and ensuring that people in court against their landlords receive excellent legal representation? Since 1995, The Legal Project has been at the forefront of providing essential legal services to those who need them most, including victims of domestic violence and the underserved. From preventing foreclosures to handling immigration cases, our mission is to safeguard the rights and improve the lives of our clients. Our housing justice attorneys help build communities and neighborhoods, providing legal assistance and advice to New Yorkers at risk of experiencing homelessness and housing instability. *What You'll Do:* Step into a pivotal role as our Tenant Defense Attorney as part of our Housing Justice team, where you'll join attorneys and support staff fighting for homeowners and tenants trying to maintain the housing that they and their families have worked so hard for. Exercise your organization and outreach skills as you work to build a new program in partnership with our community funders. Hone your grassroots skills as you provide education on tenant rights and collaborate with our community partner to ensure that tenants receive the legal advice and representation they need in a timely manner. Work closely with clients at risk of losing their housing, connecting them with financial resources where available and advocacy to enable them to maintain their housing or minimize the trauma of eviction. Your focus will be on particularly vulnerable tenants, domestic violence survivors, immigrants and veterans. This is not just any legal job-you will be a champion in the courtroom and beyond, helping families who have fallen on hard times stay in their homes, advising tenants of their rights in an honest and non-judgmental manner, representing them in housing court, empowering their voices in mediation and negotiation against landlords, linking them additional assistance and resources, and driving community-focused legal outcomes. *Your Impact:* · Empower Clients: Provide expert legal advice and representation to tenants facing eviction or other issues with their landlords. Provide them with the respect and dignity they deserve as human beings and valuable members of our local communities. · Educate & Advocate: Work with the rest of the housing justice team to conduct impactful community sessions on housing rights, tenant rights and foreclosure. Educate tenants and families caught up in the housing crisis and provide them with the knowledge and tools to stand up to the big corporate landlords and banks that continue to decimate the availability of safe, affordable, and sustainable housing in New York State. · Collaborate for Change: Work alongside our dedicated team to continuously improve our services and strategies. · Be part of the solution: Work within a well-respected legal services agency providing wrap-around legal services to the most vulnerable and forgotten members of our society. Make a difference in the lives of your neighbors and feel good about the work that you do every day. *Who You Are:* · Licensed to practice in New York State or able to waive in with a background in Foreclosure, Eviction, or Real Estate Law Preferred. · A lawyer who understands the advantages given to highly financed litigants within our civil justice system and who wants to ensure that everyone is represented even if they can't pay for their attorney. · A person who believes in community, neighborhoods, and the fundamental right of safe and affordable housing · Someone who enjoys holding landlords accountable and ensuring that procedure is followed correctly · Someone able to treat vulnerable people with dignity and respect and provide honest advice in a non-judgmental manner · Multilingual abilities preferred; sensitivity to trauma-informed care is a plus, valid driver's license and reliable access to a vehicle is required *Why The Legal Project?* · *Flexible & Hybrid Work Schedules:* Enjoy the flexibility of hybrid work models that fit your life. · *Generous Time Off:* Benefit from 25 paid time off days & 17 holidays in your first year along with polices that also include additional floating holidays for religious observances and paid parental leave · *Dog-Friendly Office:* Bring your furry friend to work in our inclusive and welcoming environment. · *Commitment to Work-Life Balance:* Experience a supportive culture that values balanced workloads and comprehensive well-being. · *Inclusive Culture:* Thrive in an environment that values diversity and provides equal opportunities for all. · *Commitment to Justice: *Join us at The Legal Project where your expertise will make a direct impact on people's lives and help foster a just society. Apply today and be a part of a team that values justice, community, and service. *Ready to Make a Difference? * Your expertise in law can truly change lives at The Legal Project. Don't just take the next job, embark on a mission. Apply now and help us protect rights, enforce laws, and build a stronger community. *Salary Range: * $77,000 - $83,000 This is a contract funded position through New York State. This position is currently funded through September 2026. The salary for this position reflects the level of experience we hope to find as well as the short duration anticipated for the position being funded. *Apply Today: * Start your journey with us by submitting a resume, writing sample, and statement of interest to our Chief Legal Director, Carla Brogoch. Your path to a fulfilling legal career starts here! The Legal Project is proud to be an Equal Opportunity Employer. Job Type: Full-time Pay: $77,000.00 - $83,000.00 per year Benefits: * 401(k) * Dental insurance * Flexible schedule * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid time off * Parental leave * Professional development assistance * Vision insurance License/Certification: * License to Practice Law in New York State (Preferred) Work Location: Hybrid remote in Schenectady, NY 12305
    $77k-83k yearly 60d+ ago

Learn more about LPL Financial jobs

Most common locations at LPL Financial