As a Director, Wealth Strategy, you will be a part of a team serving as a specialized resource for Mariner advisors across the firm serving ultra-high-net-worth clients. The wealth strategy team works closely with prospects and current clients to provide tailored and customized solutions which include wealth preservation strategies, legacy and philanthropic planning and pre- and post-sale liquidity strategies. The team also serves as a thought partner for Mariner advisors and their clients, providing timely thought leadership and developing a library of material on estate planning, tax and related topics of interest to ultra-high-net-worth families. The successful Director, Wealth Strategy will be an advanced planning enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs and provide sophisticated planning and holistic strategy solutions for ultra-high-net-worth clients.
Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner to bring on new clients, assist in consolidating outside assets from current clients and provide solutions for substantial liquidity events.
Assist with comprehensive wealth assessments by reviewing financial plans and models, and review of wills, trusts and other planning related documents and income tax returns to assist with serving high-net-worth clients and prospects.
Develop and present estate and tax strategy to groups of prospective clients designed to educate families and demonstrate the value of planning through Mariner.
Create thought leadership and whitepapers by providing expertise and guidance on complex financial and estate planning topics.
Conduct research of technical matters for complex tax and planning needs and updates to regulations.
Commitment to continuing education and staying abreast of significant changes or developments in trust, estate/wealth transfer, tax and financial planning legislation.
Qualifications
Bachelor's degree required.
10+ years' experience working directly with clients on trust, tax and personal financial planning matters.
Understanding of complex investments, tax, generational trust and estate planning.
J.D. or CPA strongly preferred.
Skills and Knowledge
Experience providing client-centric wealth preservation strategies to high-net-worth clients and business owners.
Strong research capabilities related to technical matters for complex planning and tax needs and updates to regulations
Highly effective interpersonal, relationship management and communication skills
Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment
Strong attention to detail
Business travel required
Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $200,000 to $300,000. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-TH1
EOE M/F/D/V
$200k-300k yearly Auto-Apply 14d ago
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Engineer, Information Security
Mariner Wealth Advisors 4.4
Remote Mariner Wealth Advisors job
We are currently seeking strong candidates for a full-time Information Security Engineer position in our Overland Park, Kansas headquarters.
Responsibilities Responsible for the analysis and implementation, testing, operations, and maintenance of Information Security solutions.
Conduct assessments as required for the Information Security Program to determine whether systems performed as expected and provides input to the determination of operational effectiveness.
Day-to-day support for Information Security and Technology functions:
o Malware Response Process
o Log Management Process
o Malware Response Process
o Vulnerability Management Process
o Tracking and reporting on information generated by Information Security Program activities.
Analysis of the security aspects of new or existing computer applications, software, or specialized utility programs. Draw insights about their possible implications and provide appropriate recommendations.
Qualifications
Bachelor's degree from an accredited college/university or equivalent experience
3 - 5 years' of work experience , financial services industry experience a plus
Skills & Knowledge
Strong self-starter who thrives in a fast-paced, dynamic environment
Experience confidently and collaboratively working with individuals at all levels of an organization
Ability to conceptualize and support big picture concepts and goals of the organization
Has excellent verbal and written communication skills to provide an exceptional client service experience
Strong attention to detail and critical thinking skills
Highly organized, able to manage multiple tasks with tight deadlines
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE/M/F/D/V
$87k-127k yearly est. Auto-Apply 8h ago
Legal Service Expert
Ameriprise Financial 4.5
Minneapolis, MN job
The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements.
Key Responsibilities
Legal Document Processing
* Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests.
* Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures.
* Maintain accurate and detailed record-keeping for all processed documents.
Legal Response Development
* Develop and maintain standardized legal response templates to ensure consistency and compliance.
* Respond to judicial requests promptly while adhering to internal corporate and legal policies.
Bankruptcy Document Management
* Handle all company-received bankruptcy documents with precision and confidentiality.
* Respond to courts within required timeframes and ensure accuracy in completed documentation.
Coordination and Communication
* Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies.
* Ensure compliance with legal requirements while safeguarding the confidential nature of all information.
Required Qualifications
* Bachelors degree or equivalent (4-years)
* 0-1 years relevant experience
Preferred Qualifications
* Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy.
* Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information.
* Possess a detail orientation
* Must be effective at working independently and part of a team, when required.
* Prior experience in reviewing and interpreting legal documents.
* Experience articulating legal requirements.
* Previous experience working as a legal assistant or paralegal, closely with courts and attorneys.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated annual salary for this role is $54,400 - $74,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
$54.4k-74.8k yearly 1d ago
2nd Grade Teacher
Accel Schools 4.5
Columbus, OH job
About the Team ACCEL Schools is hiring a highly qualified 2nd Grade Teacher at Columbus Arts & Technology Academy in Columbus, Ohio dedicated to providing a superior education for all students for the upcoming 2025-2026 school year. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development.
Be part of the difference at Columbus Arts & Technology Academy! Columbus Arts & Technology Academy (CATA) is a public charter school serving East Columbus K-12 students with a well-rounded, college-prep education enriched with technology and arts instruction. The school is known for its nurturing teachers and staff and wide variety of educational opportunities including College Credit Plus and Career Technical Education. Columbus Arts & Technology Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014.
About the Opportunity:
Responsibilities of the Teacher include to-
Prepare and deliver lesson plans with the ability to modify accordingly during the school year
Differentiate instruction to meet the needs of all students
Maintain accurate and complete records of students' progress and development
Utilize research-based best practices in daily planning and classroom instruction
Manage student behavior in the classroom
Create a positive classroom environment for students to learn in
Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students
Implement school-wide culture expectations and norms
Communicate and meet with families regarding the academic and social-emotional growth of their child
Incorporate technology skills into daily classroom practice to support learning
Participate in the planning and implementation of non-instructional activities, as needed
Collaborate and communicate effectively with colleagues
Perform other duties as assigned
About You:
Active and current state of Ohio teaching license in appropriate content area
Bachelor's degree in education or related field
High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring
Excellent written and verbal communication skills
Ability to properly manage confidential information
Able to supervise students of various ages in different school settings (playground, cafeteria, etc.)
Ability to pass federal and state criminal background checks
Experience working within an urban environment
About Us
"We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder
ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities.
We offer the following benefits:
Compensation
The salary range for this position is $41,500-51,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Life benefits - time & peace of mind
Paid time off
Retirement contributions
Optional Basic Life and AD&D insurance
Voluntary life insurance (employee, spouse, child)
Discounted childcare at Early Learning Academies locations
Health benefits - stay well & thrive
Medical, dental, and vision insurance
Employee Assistance Program
Voluntary short-term disability insurance
Voluntary long-term disability insurance
Career benefits - keep growing
Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals
EQUAL EMPLOYMENT OPPORTUNITY
It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
$41.5k-51k yearly 3d ago
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA job
Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
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$161k-210k yearly est. 4d ago
Senior Credit Risk Analyst
Broadstone Net Lease, Inc. 4.2
Victor, NY job
The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis.
Essential Job Duties & Responsibilities:
Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks
Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets
Maintain financial reports that summarize the overall financial position of the tenant portfolio
Track industry trends and tenant news
Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities
Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting
Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance
Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics
Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams
Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings
Continue to improve and develop tenant financial analysis tools, procedures, and reports
Travel to corporate headquarters located in Victor, NY for employee events and training as necessary
Executes duties and maintains standards in accordance with company policies and procedures
Additional duties as required
Overtime hours may be required as job duties demand
Skills/Qualifications:
Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings
Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations
Knowledge of financial ratio analysis and GAAP accounting
Understanding of finance, real estate, and capital markets terms and concepts
Effective verbal and written communication skills with ability to effectively present data and findings
Strong attention to detail with a focus on quality and accuracy in a fast-paced environment
Experienced information gathering and information monitoring skills
Effective decision-making skills and an ability to perform under deadline pressure
Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines
Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel
Strong collaborator with a proven ability to work across teams, functions, and levels of the organization
Education/Experience:
Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required
3-5+ years of finance/underwriting experience in a professional services environment
Experience with Moody's and/or S&P tools preferred
Formal credit training, commercial credit underwriting experience preferred
Experience working with Power BI a plus
Experience working with MRI commercial property management software a plus
$93k-134k yearly est. 3d ago
Attorney - Intellectual Property
Grayrobinson, P.A 4.5
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Please click here to submit your cover letter and resume and apply.
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$52k-95k yearly est. 5d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 5d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 5d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
San Francisco, CA job
A leading global financial services firm is seeking a Summer Analyst for its San Francisco office. This program offers students the chance to gain real-world experience in financial services while receiving training designed to help them succeed. Candidates must be pursuing a bachelor's or graduate degree and have strong analytical and communication skills. The position entails working closely with other interns and professionals, providing exposure to important business tasks within a dynamic team environment.
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$71k-101k yearly est. 4d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 2d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
Top 3 must-have skill sets:
Excellent written and verbal communication in English.
Proficient in Microsoft Office suite.
Prior experience with SAP is a plus.
MBR Preparation & Scanning
Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed).
Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality.
Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness.
Records Control & Retrieval
Manage secure storage and access permissions for scanned and physical MBRs.
Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs
Track requests, turnaround times, and document issuance/return to maintain chain-of-custody.
Compliance & Data Integrity
Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times.
Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability.
Support audits/inspections by preparing document packs, access lists, and evidence of control.
Physical & Inventory Controls
Maintain organized physical archives; perform periodic inventory and reconciliation of records.
Required Qualifications:
High school diploma or equivalent; some college or vocational training preferred.
1-3 years of experience in document control, records management, or manufacturing operations.
Familiarity with GxP/GDP and SOP-driven environments.
Proficiency with scanners and document management systems
Strong attention to detail, accuracy, and time management
$26k-36k yearly est. 3d ago
Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director
Commonwealth of Massachusetts 4.7
Boston, MA job
Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director (2600004D)
The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves, where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates who are committed to promoting a diverse and inclusive work environment, where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas.
Massachusetts Public Higher Education System
The Massachusetts System of Public Higher Education (“System”) enrolls approximately 260,000 students in credit-bearing programs annually. The System consists of 15 community colleges, 9 state universities, and 5 University of Massachusetts (“UMass”) campuses. The Board of Higher Education (BHE) has coordination and oversight responsibilities for the entire System, and the BHE, together with each respective Board of Trustees, expects all students, faculty, and staff to be held to exacting standards in the performance of their roles and responsibilities.
The Massachusetts Board of Higher Education (“Board” or “BHE”) is the Commonwealth's higher education authority with coordinating and regulatory responsibility for all public and private higher education institutions operating in the Commonwealth that are authorized to grant degrees. The BHE is staffed by the Department of Higher Education (DHE), which is run by a Commissioner who serves as the executive and administrative head of the department. Together, the BHE and DHE are the leading voice and advocate for postsecondary education in the Commonwealth.
In addition, the BHE and DHE's authority includes administering state financial aid and federal grant programs; managing and responding to consumer complaints; conducting financial assessments of institutions; managing employee relations and benefits for public higher education employees; managing collective bargaining contracts with state university and community colleges employees; and approving degree-granting authority for all public and most private higher education institutions operating within the Commonwealth. Currently, there are 80 private institutions of higher education operating in the Commonwealth and authorized to grant degrees.
The BHE is staffed by its executive agency, the Department of Higher Education (DHE), which is run by Commissioner Ortega. The Department of Higher Education is committed to the Values of Equity, Accountability, Community, Empowerment, Intentionality, and Teamwork, and seeks applicants who value the full diversity of Massachusetts students and who share a sensitivity to and understanding of the academic, socio-economic, cultural, and ethnic backgrounds of the populations served. We employ a hybrid hoteling work model with a fixed weekly team day schedule.
Position Overview
Reporting to the Deputy Commissioner for Academic Affairs and Student Success at the Department of Higher Education, the Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director plays a crucial role in overseeing and managing MAIPSE programs and initiatives across every undergraduate public institution of higher education in Massachusetts. The Director is responsible for assisting the Deputy Commissioner with the allocation and management of all funding; facilitating student participation, program development/expansion, and services to students; strengthening partnerships and coordination of activities among key stakeholders; developing and implementing communication strategies; and evaluating and continuously improving implementation of the Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE). The Director works closely with department heads, stakeholders, Massachusetts adult service agencies, and community members to ensure that the agency is meeting its goals and objectives of the MAIPSE programs effectively.
The Director is involved in developing strategic plans, policies, and procedures to enhance the efficiency and effectiveness of the MAIPSE programs. The position is also responsible for monitoring and evaluating program outcomes, identifying areas for improvement, and implementing solutions to address any challenges that may arise.
Additionally, the Director will represent the agency at meetings, conferences, and events, which include presenting and educating constituents about Massachusetts Inclusive Postsecondary Education, and serve as a liaison between our agency and external partners. Strong communication skills are necessary for this position, and the ability to build relationships will be essential in fostering collaboration and partnerships to advance MAIPSE's mission.
Overall, the Director will have the opportunity to make a positive impact on the lives of individuals with disabilities throughout the state. Dedication and passion for public service will be instrumental in helping to achieve the initiative's goals and deliver high-quality services to those that MAIPSE serves.
Since its inception in 2007, MAIPSE (formerly “MAICEI”) has served as a grant program that funds and supports high school students between the ages of 18 and 21 (i.e., up to the age of 22) with severe disabilities to concurrently participate in college-level classes, pursuant to and subject to the student's Individualized Educational Plan (IEP). In July of 2022, landmark legislation was enacted in Massachusetts related to expanding opportunities for students with severe disabilities to participate in post-secondary experiences within the public higher education system. Importantly, the 2022 legislation expanded access to post-secondary experiences to those students with severe intellectual disabilities, aged twenty-two (22) years and over, who have aged out of the K-12 sector without obtaining a sufficient competency determination under c. 69, §1D or obtaining a high school diploma. In effect, under the 2022 law, prospective students who previously fell beyond MAICEI's purview will now have opportunities to participate in courses as non-matriculating students with their nondisabled peers at all Massachusetts state universities and community colleges, while also engaging in extracurricular activities and other aspects of campus life with supports and services necessary to facilitate inclusion.
This initiative will not only benefit students with intellectual disabilities by expanding their educational opportunities, but it will also enrich the college community by fostering a more inclusive and diverse learning environment. This has allowed MAIPSE to grow and become a part of all Massachusetts public colleges and universities.
Responsibilities / Essential Job Functions
Establish and administer a comprehensive outreach, policy program development, and expansion plan in collaboration with the Department of Elementary and Secondary Education (DESE), school districts, the MAIPSE advisory board, Massachusetts Adult Service agencies, and public institutions of higher education to increase opportunities for students to participate in MAIPSE.
Supervise and monitor implementation of the 2022 legislation and accompanying DHE regulation 610 CMR 15.00, including but not limited to ensuring that campuses adhere to statutorily required reporting and data sharing requirements.
Create and execute policy strategies to increase the responsiveness of local and state agencies to the needs of potential as well as participating students and their families, ensuring that students can successfully participate in inclusive college-level courses, pursue employment opportunities, and transition to independent living.
Build and enact enhanced support strategies to ensure that students can successfully participate in inclusive college-level courses, pursue employment opportunities, and transition to independent living.
Administer outreach policies and statewide plans to disseminate information about the MAIPSE and grant opportunities to parents and family members, educators in school districts and public institutions of higher education, and representatives from other educational, disability, parent/family, and youth organizations.
Formulate and disseminate effective strategies related to the delivery of services to students to ensure that they will be able to meet academic, social, employment, transitional, and other goals.
Expand and administer new strategies to provide high-quality professional development and technical assistance opportunities for grant recipients and other stakeholders related to the provision of effective support strategies for students with severe disabilities, students' transition to inclusive college environments, students' pursuit of employment opportunities, and the transition to independent living.
Develop and implement enhanced strategies to sustain existing partnerships among key stakeholders and deliver high- quality services to students, including the creation of informational and guidance materials, procedures to strategically allocate and expend state funding, and the creation of opportunities to share information about effective practices and models.
Create and disseminate informational materials about the Initiative and conduct presentations to key stakeholders to increase interest in, knowledge of, and participation in the Initiative.
Establish and implement evaluation policies and strategies to assess the impact of the Initiative on multiple student outcomes, the expenditure of state funding, the provision of support services for students, and other aspects of the program, and create reports that will be submitted to the Commissioner, DHE staff, and the legislature.
Competencies / Skills and Abilities
Strong commitment to and experience with providing students with severe disabilities with extensive opportunities to pursue education, career, and other opportunities in an inclusive college environment.
Ability to translate a comprehensive and bold vision for providing inclusive educational opportunities into specific student, institutional, and statewide outcomes.
Significant knowledge of the provision of academic, social, developmental, and inclusive transition services to students with severe disabilities, as demonstrated by professional experience working in high schools, institutions of higher education, or other institutions/organizations that serve this population of students.
Significant experience working with multiple partners that provide comprehensive support services to students with severe disabilities.
Excellent oral and written communication skills, including the ability to produce high-quality informational and guidance materials and interact with a diverse group of stakeholders.
Ability to understand and work with the intricacies of higher education administration.
Ability to develop and implement comprehensive and strategic plans, both independently and in collaboration with key partners.
Ability to develop effective and accessible training materials related to the provision of inclusive educational and other services to students with severe disabilities.
Ability to plan, organize, and track work using core project-management principles, including defining scope, milestones, and deliverables aligned with agency priorities.
Demonstrated skill in managing tasks and timelines in a structured, transparent way, with comfort coordinating across teams to keep projects on track.
Familiarity with common project-management tools and digital work platforms (e.g., Asana, Trello, Smartsheet, MS365 tools) and the ability to adopt new tools as needed.
Aspires to lead by and practice the DHE Values and Behaviors and commits to embodying them through continued learning and personal growth.
Experience working with diverse teams and leveraging their unique perspectives to achieve positive outcomes.
Demonstrated experience in creating an inclusive work environment where everyone feels valued.
Promotes a collaborative workplace climate.
Preferred Qualification
At least ten years of experience in related work, with at least one year in a managerial capacity.
Significant knowledge of the provision of academic, social, developmental, and inclusive transition services to students with severe disabilities, as demonstrated by professional experience working in high schools, institutions of higher education, or other institutions/organizations that serve this population of students.
Reporting and Location
In-state hybrid work, with a minimum of one in-person day each week.
In-state travel to campuses and partner organizations.
Out-of-state travel to attend national conferences and events.
To Apply
Resume
Cover letter outlining your relevant experience and interest in the position
Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least two (2) years must have been in a project management, supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below.
Substitutions:
I. A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience.
II. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience.
III. A Graduate degree in a related field may be substituted for three (3) years of the required (A) experience.
IV. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience.
Salary placement is determined by years of experience and education directly related to the position and the Human Resources Division's Recruiting Guidelines.
An Equal Opportunity / Affimative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC)may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Official Title : Program Manager VII
Primary Location Job
Education
Agency
Department of Higher Education
Schedule
Full-time
Shift
Day
Job Posting
Jan 9, 2026, 8:51:16 PM
Number of Openings
1
Salary
100,839.08 - 155,529.95 Yearly
If you have Diversity, Affirative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Ferdousi Faruque - **********
Bargaining Unit : M99-Managers (EXE)
Confidential : No
Potentially Eligible for a Hybrid Work Schedule : Yes
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$84k-136k yearly est. 1d ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Remote or Boston, MA job
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
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Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
* 8:30 am - 5:30 pm Monday through Friday
* 8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
Excited about providing amazing service to our members and the community.
Looking for a position that will establish and grow your career.
Interested in learning how to open financial memberships and assist with loan requests.
Passionate about financial education and finding solutions.
Essential Functions and Responsibilities
Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
Actively participates in meeting the goals of the department and the Credit Union.
Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
Assists with member research and problem resolution.
Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
Works within given limits and authority; proactively seeks supervisory assistance as needed.
Promotes credit union products and services and actively refers members to credit union partners as appropriate.
Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
Is courageous and willing to make decisions that result in positive member outcomes.
Development
Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
Suggests and participates in credit union community service opportunities and events.
Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
Regular and predictable attendance and punctuality.
Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire
Paid sick leave
Company-provided life insurance at up to twice your annual salary
Financial Education Programs
DoorDash DashPass
Health
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Pet Insurance
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
$22.3-32.1 hourly 1d ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
Key Responsibilities:
* Project Management & Delivery
* Assist in the planning and execution of strategic and operational projects across business and technology functions.
* Develop project plans with defined milestones, timelines, and deliverables.
* Identify risks and dependencies; recommend mitigation strategies to ensure project success.
* Track project performance and maintain transparent reporting mechanisms.
* Maintain budget for entire FDMG team.
Operations & Planning Support:
* Support key operational cadences including staff meetings, town halls, and business reviews.
* Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
* Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
* Communications & Stakeholder Coordination
* Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
* Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
* Promote consistency and clarity in execution across functional areas.
* Continuous Improvement
* Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
* Recommend tools or frameworks that enhance project and team effectiveness.
Minimum Qualifications:
* Bachelor's degree required; preferred fields include Business, Technology, or related areas.
* 3 - 6 years of experience in project management, operations, or program coordination.
* Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
* Excellent verbal and written communication skills, including experience crafting executive-facing content.
* Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
* PMP or related certification is a plus.
Preferred Qualifications:
* Strong communication and organizational skills.
* Proven ability to solve problems and plan long-term projects.
* Experience in creating engaging and informative presentations.
* Ability to collaborate effectively with diverse stakeholders.
* Proven track record of managing multiple priorities and meeting deadlines.
* Ability to work independently and influence without direct authority.
* Commitment to fostering an inclusive team culture.
* Strong understanding of financial management and data analysis.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 1d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
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$64k-112k yearly est. 1d ago
Public Media Fundraising Canvass Director
Donor Development Strategies 3.7
San Diego, CA job
A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k).
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$24 hourly 3d ago
Client Service Associate - Canton/Cleveland, OH
Mariner Wealth Advisors 4.4
Mariner Wealth Advisors job in Canton, OH
Responsibilities
Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assigned
Qualifications
High school diploma required; bachelor's degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus
Skills and Knowledge
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Experience with eMoney a plus
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective client relationships
Highly organized with strong analytical skills
Able to work in a team environment
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $47,000.00/year to $78,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
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EOE M/F/D/V
$47k-78k yearly Auto-Apply 60d+ ago
Technology Investment Banking Associate - San Francisco
Moelis & Company 4.9
San Francisco, CA job
A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000.
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Zippia gives an in-depth look into the details of Mariner Wealth Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Mariner Wealth Advisors. The employee data is based on information from people who have self-reported their past or current employments at Mariner Wealth Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Mariner Wealth Advisors. The data presented on this page does not represent the view of Mariner Wealth Advisors and its employees or that of Zippia.
Mariner Wealth Advisors may also be known as or be related to Mariner Wealth Advisors, Mariner Wealth Advisors LLC and Mariner Wealth Advisors, LLC.