Technical Writer
Momentum job in Crownsville, MD
Responsive recruiter Benefits:
401(k)
401(k) matching
Health insurance
Paid time off
Vision insurance
Wellness resources
Schedule: Full-time, on-site (in-person collaboration with SMEs and executive staff required)
We are seeking a detail-oriented Technical Writer to support the development of a comprehensive IT Request for Proposal (RFP). The ideal candidate will have a strong background in IT documentation and the ability to translate complex technical information into clear, user-friendly language for both technical and non-technical audiences.
Responsibilities:
Research, outline, draft, and edit a new technical RFP in alignment with State procurement standards.
Collaborate with internal departments, subject matter experts, and leadership to gather content and requirements.
Translate complex technical concepts into structured, accessible documentation.
Ensure all deliverables meet quality, consistency, and compliance standards.
Produce supporting technical documentation such as procedure manuals and specifications as needed.
Required Qualifications:
Bachelor's degree in Information Technology, Computer Science, English, Communications, or a related field (additional experience may be considered in lieu of degree).
Minimum of 6 years of experience as an IT Technical Writer.
Proven experience drafting technical RFPs or similar procurement documents for large-scale IT initiatives.
Strong understanding of IT terminology, software development, and system infrastructure.
Demonstrated ability to work independently and communicate effectively across technical and non-technical teams.
Preferred Skills:
Professional writing certification (e.g., CPTC) a plus.
Experience with technologies such as SQL Server, Java, APIs, cloud computing, stored procedures, and Microsoft Data Center environments.
Familiarity with state or federal procurement processes.
Exceptional attention to detail and ability to manage multiple priorities under tight deadlines.
Note: Writing samples will be required if selected for an interview. Compensation: $80,000.00 - $85,000.00 per year
Momentum, Inc. (Momentum) is a small, women-owned IT and Management Consulting firm based in Camp Hill, Pennsylvania. Founded in 1998, Momentum has grown to employ more than 75 employees and expand its services to public and private sector clients throughout the mid-Atlantic region, resulting in the successful delivery of more than 450 projects to more than 100 unique customers of all shapes and sizes across a broad range of industries and specialties.
Momentum is an equal employment opportunity employer. Employment decisions are based on merit and business needs, and not on race, citizenship status, national origin, ancestry, gender, sexual orientation, age, religion, creed, physical or mental disability, marital status, veteran status, political affiliation, or any other factor protected by law.
Momentum provides a full complement of technical and professional services within our four core service offerings:
Management Consulting
Process Improvement
Project Management
Implementation Support
Auto-ApplySenior Software Engineer
Momentum job in Springfield, VA
Welcome to the
MOMENTUM.
Team!
MOMENTUM.
is not just our company name; it is the highest value we deliver to our customers. We are a rapidly growing technology solutions company delivering innovative technology, engineering, and intelligence solutions across the DoD sector. The efforts of our high-capacity team ultimately strengthen our Nation and the warfighter.
Our team is dispersed throughout the US, which means we value the diversity and unique collaboration fostered throughout our team. We work incredibly hard for our customers and believe deeply in our core values. We're a high-energy, high-growth team and we love to win.
Senior Software Engineer
MOMENTUM.
is seeking a Senior Software Engineer to join our team in Springfield, VA, supporting a mission-critical geospatial application. This role requires strong full-stack Python experience, with a focus on API development, Kubernetes deployment, and modern DevOps practices to accelerate delivery. The engineer will work with an existing code base-learning it quickly, manipulating it for adjacent use cases, and implementing new features that advance mission capabilities. A background in geospatial systems, imagery acquisition, and geometry is a significant plus. Candidates must be passionate about modern architectures, able to adapt quickly to existing systems, and excited to tackle challenging technical problems for our mission users.
In this role, you will:
Strong full-stack Python development experience
Experience building and maintaining APIs (ex. FastAPI)
Experience with Kubernetes and DevOps practices to support rapid deployment and sustainment.
Proven ability to work with pre-existing code bases, understand them quickly, and adapt functionality for new use cases.
Experience with web services architecture, design, and development.
Background working in secure cloud environments (e.g., AWS GovCloud, C2S).
Understanding of geospatial systems, including imagery acquisition, geometry, and related workflows.
Familiarity with geospatial data tools and libraries (e.g., PostGIS, ArcGIS, GDAL).
Prior exposure to DoD/IC mission applications.
If you're right for this role, you have:
Active Top-Secret Clearance with the ability to obtain an SCI
BS or equivalent in Computer Science, Engineering, Mathematics, Information Systems, or equivalent technical degree.
10+ years of experience as a Software Engineer or a related area that demonstrates the ability to perform the duties associated with this work successfully.
To learn more about us, check out our website at ********************
MOMENTUM.
is an EEO/M/F/Veteran/Disabled Employer:
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed above are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Accommodations:
Consistent with the Americans with Disabilities Act (ADA) and Alabama civil rights law, it is the policy of
MOMENTUM.
to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please include a request when applying.
Senior Project Manager- Water Resources
Chantilly, VA job
A leading civil engineering firm is seeking a dynamic Senior Project Manager to help guide a high-performing Water Resources team in Northern Virginia. If you're passionate about stormwater systems, floodplain analysis, dam safety, and navigating complex regulatory environments, this role offers the opportunity to shape impactful infrastructure projects across the region.
What You'll Do
Lead and review stormwater, floodplain, and dam-related designs and models
Oversee QA/QC for plans, reports, and permit submissions
Manage clients, project schedules, scopes, and budgets
Mentor engineers and coordinate with internal teams, partners, and regulators
Support proposals, contract amendments, and business development efforts
What We're Looking For
10+ years of relevant experience
Bachelor's degree in civil engineering (or related field)
Professional Engineer (PE) license in Virginia
Strong communication, organizational, and leadership skills
Proficiency with H&H modeling tools (HEC-RAS, HEC-HMS, HY-8, Flowmaster, etc.)
Bonus Skills
Experience with GIS (ArcMap or similar)
Experience with AutoCAD
Only those with proof of right to work in the US should apply for this role.
Apply today or get in touch for more information.
Executive Assistant, Insurance Brokerage (hybrid, Austin, TX)
Austin, TX job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
This Executive Assistant role (EA) will support a Managing Director and his team. As the EA, you will be responsible for performing a wide variety of complex, diverse, sensitive and confidential administrative functions while providing overall support and information management. This is an experienced-level role for a career-directed EA, who can demonstrate professional gravitas with executives and clients.
This is a full-time position working from our Austin, TX office. We are flexible in offering a hybrid schedule with 3-4 days in the office-REQUIRED (other days from home), after sufficient training.
Essential Duties and Responsibilities:
Manage heavy, complex and frequently changing schedules for executive(s), keeping their calendars, and coordinating various company and team meetings, and also meetings with outside companies, carriers, etc. Work closely with the team as well as our firms, carriers, etc. This includes preparing/gathering documents and all logistics of meetings.
Schedule internal and external meetings and coordinates logistics for meetings/lunches. Reserve meeting space and preparing the conference room with audio-visual technology as required, as well as any meals needed.
Prioritize and answer and respond to phone calls, communicate messages and information for the executives.
Responsible for handling all aspects of Advisory Board meetings, calls, and helping with various study group and carrier meetings as well.
Arrange corporate travel and meetings by developing itineraries and agendas, booking transportation, and arranging lodging and meeting accommodations. Perform all duties pertaining to the meeting.
Compile and help modify presentations, spreadsheets and other various documents as requested.
Process invoices, and maintain various records, documents, expense reports, etc.
Handle all confidential business matters and work independently on special assignments.
Handle personal matters, minimally and as necessary.
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus and teamwork.
Provide a bridge for smooth, accurate communication between the executives and internal departments and to the firms; demonstrating leadership to maintain credibility, trust and support.
Actively coordinate with other administrative support team associated with NFP Austin.
Other duties as assigned.
Knowledge, Skills, and/or Abilities. To perform this job successfully, must be able to perform each essential duty satisfactorily:
Essential Duties and Responsibilities/Key Competencies:
Must be able to work from our Austin, TX office as required. Must have flexibility on work hours and schedule to accommodate urgencies/priorities.
Must be an advanced user in Microsoft Outlook, Word, and PowerPoint-you will take the lead on creative presentation, including applying graphs, tables, etc. Stong intermediate proficiency with Excel.
Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
Demonstrated coordination of multi-state travel and agendas, complex meeting arrangements and calendar management.
Be a self-starter and can make sound independent decisions.
Ability to successfully interact with a variety of people/personalities.
Detail-Oriented: Someone who pays attention to the details and can make connections between cause and effect and can forecast needs.
Strong Communication Skills: Someone who can effectively communicate both verbally and in writing.
Results Orientation: Someone who is bottom-line oriented and knows how to steadily push themselves and others for results.
Organizational Skills: Knows what is important and can prioritize accordingly. Establishes priorities systematically with the ability to differentiate between urgent, important and unimportant. Strong multitasking skills are essential for success.
Organizational Awareness: Someone who is perceptive can pick up on nuances in group interactions. Has the confidence & courage to surface conflicting agendas and align them with business objectives.
Adaptable: The ability to manage multiple priorities, have comfort with quick-changing deliverables and remain resilient in times of uncertainty.
Team Player: Must have an eagerness to learn and to support.
Confidant: Must have the ability to interact diplomatically and professionally, while maintaining the highest level of confidentiality and being able to assess what is confidential.
Education and/or Experience:
A minimum of three years' experience as an Executive Assistant supporting one or more executives; ideally in a corporate, small-business or financial services industry
A bachelor's degree or some college or professional certifications is a plus. English major or Business Writing a plus
HS Diploma or equivalent is required
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Consultant/Account Executive - Employee Benefits (Future Opportunity)
Austin, TX job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Account Executive will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately.
Essential Duties and Responsibilities:
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services.
Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion.
Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (small market only) Understand and articulate alternative funding strategies. (large market only)
Build and maintain strong relationships with carriers, companies and clients.
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
Anticipate client needs and identify the strategies to solve them.
Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.
Understand and articulate alternative funding strategies.
Work with director to develop and execute client strategy plan and defined deliverables.
Oversee open enrollment process for clients; Review employee presentations and communication materials.
Conduct and present annual client compliance audits.
Genuine understanding of client financial mechanics and projections.
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant guidelines.
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)
Review the work of the Account Managers on the team and provide informal mentorship to them.
Ensure all client data is entered into CRM System (Salesforce) in a timely manner.
Work with director to develop and execute client strategy plan and defined deliverables.
Knowledge, Skills, and/or Abilities:
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Ability to work independently and anticipate client and team needs
Effective time management and decision making skills
Diligent follow up skills; highly organized
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities
Self-Funding and Level Funding experience; ability to communicate the differences in funding options and guide clients through transitions
Education and/or Experience:
BA/BS preferred
Typically more than 8 years industry and product line experience.
4+ years of health and welfare consulting experience required.
Certificates, Licenses, Registration:
Life, Accident and Health Insurance License required.
GBA or CEBS Certification a plus.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page.
Senior Associate, Client Service
Westport, CT job
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ********************
Job Responsibilities:
· Develop and maintain strong relationships with clients, advisors and other team members across the firm.
· Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
· Manage distribution/receipt of clients' paperwork.
· Answer phone calls, resolve issues, and/or take messages as needed.
· Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
· Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
· Prepare client letters/emails as needed.
· Assist advisors with scheduling client meetings and calendar management.
· Confirm appointments directly with clients, via email and/or phone.
· Manage complex client needs.
· Acts as a mentor/trainer for new team members.
· Perform other duties as and when needed.
Qualifications:
· College degree (preferred).
· Minimum five years of directly related industry experience; experience in financial planning and/or the securities industry (helpful).
· Numerical accuracy and attention to detail (required).
· Ability to prioritize tasks and work in a team environment.
· Desire to learn, be resourceful, and think outside the box.
· Professional appearance and manner.
· Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
· Continuously exhibits personal integrity and professional initiative and a personable attitude.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $88,000 to $104,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Client Success Coordinator (Future Opening)
Chesterfield, MO job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Position Overview:
As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the seamless integration of clinical initiatives.
Principal Duties and Responsibilities / Essential Functions:
Specialty Copay Assistance Program (SCAP) - facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds.
Patient Assistance Program (PAP) - helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS).
Individual Medication Management (IMM) - identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho.
Reporting - management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes.
Data Integrity - management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors.
CRM Management - maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client.
AI Alert Emails - weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization.
Case Management - collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000.00 - $50,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Office Coordinator
West Hartford, CT job
Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ********************
The Office Coordinator works in an environment that is centered on teamwork and demonstrates our core values - “Passion for the client”, Own it” and “I have your back”. The primary responsibility for this role is scheduling client meetings, answering incoming calls and providing critical administrative support to the office.
Responsibilities:
Phones (Ring Central)
Responsible for updating holiday hours, auto attendant as necessary.
Backup for phone identified whenever not available.
Office administrator for the phone system - fixes, updates, liaison to corporate office
Clients
Works with Advisor teams and CRM to proactively schedule calls/meetings
Coordinates any breakfast/lunch/dinner plans and reservations for client meetings as applicable.
CRM maintenance - tracks all meetings and uploads all related notes; either performs or assigns noted tasks to team members as appropriate.
Updates CRM with lead, opportunity, and relationship information
Makes client updates as applicable across applicable systems, i.e. address/email/phone
Client birthday and holiday communications
Provide login assistance to clients.
Provide administrative support for clients, Advisor and CSA teams for scanning, digital filing, printing, shredding and typing
Paperwork & Mail
CRM - initiate tasks in CRM for all client paperwork
Use SharePoint to electronically file paperwork, and email to appropriate team member for processing, supported by CRM task
Blotter all incoming checks; deposit all mailed checks directly at the custodian
Scanning, faxing, mailing for the office
Receive and dispatch mail/UPS/faxes (mail goes down by noon for the day)
Process all outgoing UPS shipments and monitor/track returning UPS shipments
Office Functions
Office equipment maintenance, office supply ordering, inventory maintenance and supply room organization
Liaison to building management and NFP for facilities issues
New employee onboarding assistance as needed
Office and event coordination
Liaison with corporate marketing for events and community involvement
Mass Mailings: such as Quarterly Performance Reports, holiday and birthday cards, new Client thank you letters and gifts
Qualifications
Bachelor's degree preferred
Minimum two years of relevant work experience
Numerical accuracy and attention to detail a must
Ability to prioritize tasks and work in a team environment
Professional appearance and manner
Strong written and verbal communication skills
Experience with Salesforce CRM preferred
Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
We're part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $38,000 - $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Director of Financial Planning
Potomac, MD job
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ********************
Summary:
The Director of Financial Planning is a new role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire's comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues. This role will partner with leadership to develop advisor capabilities, align planning with growth objectives, and represent the firm as a thought leader in the industry - enhancing both client experiences and Wealthspire's market presence.
Responsibilities:
Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences.
Oversee the firm's financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency.
Act as the firm's lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed.
Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities.
Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities.
Develop and lead the firm's financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm's reputation and client engagement.
Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications.
Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices.
Remain current with all CFP continuing education requirements.
Qualifications:
Bachelor's degree in business, accounting, finance, economics, or related field.
CFP (Certified Financial Planner) is required; CPWA, CPA, JD, or MBA desirable.
At least 10 years of financial planning experience required.
Additional experience or expertise in estate planning or income tax is preferred.
Strong knowledge of financial planning principles, tools, and regulatory environment.
Proven ability to build trust and maintain high levels of client satisfaction.
Demonstrated ability to lead through influence and build strong cross-functional partnerships.
Evidence of being a team player and supportive colleague.
Excellent interpersonal and communication skills, both verbal and written.
Outstanding time management and organization skills.
Experience with MoneyGuidePro and eMoney is highly desirable.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $180,000 - $250,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Sr. Support Analyst
Windsor, CT job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
This role is primarily responsible for the oversight of NFP's MGA business in the areas of support, training, implementation, development, analysis, and standardization. In doing so would serve as a key role in supporting our day-to-day operational and implementation teams by fostering positive and collaborative relationships between vendor & carrier partners, NFP leadership, the MGA support team and its end users.
Key duties include managing the support team and partnering with the implementation team on new agency onboards and adoption of new integrated applications and optimization of existing platforms. Additional responsibilities include assistance with questions and requests from field offices that may flow through the MGA Help Desk, lead meetings, support training needs, and special projects.
Essential Duties and Responsibilities:
MGA Business Support
Provide structure and guidance to the current and future NFP MGA programs as a subject matter expert.
Manage support team that serves all MGA users. Ensure the established support workflows and SLAs are achieved.
Govern the development of the knowledge base library associated with MGA management and integrated systems and other supporting workflows.
Foster relationships with MGA carrier partners to identify their custom reporting needs.
Manage, maintain, upgrade, and deploy solutions based on organizational requirements for MGAs within the digital eco systems.
Lead testing efforts of configuration, manage user testing, and other changes in IMS and other MGA integrated systems to ensure positive outcomes.
Create and execute plans to identify opportunities routinely and continuously for improvement of existing support model and processes of MGA Support.
Facilitate meetings with internal and external stakeholders on all things MGA Systems.
Implementation Support
Serve as subject matter expert to implementation lead relative to MGA integrated systems.
Provide support to training efforts through document production and delivery of instruction as needed with MGA integrated systems.
Establish and maintain effective cross-collaboration with the MGA business, and carrier and vendor partners throughout the onboarding process to ensure successful deployment.
Collaborate with NFP Implementation Lead to evaluate options and define standards for engagement of new integrated applications and develop an implementation playbook for future deployments
Assist with related special projects, such as mapping, work order creation, business requirement documentation, report development, gap analyses and other initiatives as assigned by management.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $61,000.00-$92,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Benefit Coordinator
Austin, TX job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: This is a support role, assisting the account management teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into spreadsheets and client presentations, take notes at client meetings and on calls and participate in special projects and training with the team that will assist in their learning and development.
Essential Duties and Responsibilities:
Client Support and Communication:
Assist team in answering administrative questions from clients (i.e. ID cards, claim processing, membership, general benefit information).
Assist in coordinating client mailings, communications or packets related to Open Enrollment, as directed by the Account Manager.
Assist Account Managers with implementation of new business, and group application completion and processing as directed by the Account Manager.
May assist team in scheduling meetings as their first client interaction.
Data Compilation and Analysis:
Learn to compile data for the Account Manager to use in proposals and insurance plan analyses, may assist in preparing proposals and spreadsheeting results.
Assist in research of questions regarding benefits and vendor/carrier products and services.
Create and maintain a client calendar, to ensure completion of pending items and future deliverables.
Document and File Management:
Create and maintain client files in accordance with office procedures.
Create and maintain files and client data; maintain client data Salesforce, as directed by Account Manager; assemble enrollment materials for clients.
Assist Account Teams in their preparation for client meetings. Will print and bind presentations prior to meetings and assist in meeting agenda preparation. May assist in reviewing presentations for grammar, formatting and verification of rates/benefits.
Policy Review and Problem Resolution:
Learn to do basic policy review; will gain understanding of basic industry concepts, and carrier products and services.
Assist with problem resolution on claims, billing and eligibility issues with carriers.
Administrative Support and Learning:
Assist Account Managers, Consultants, and others in the office with administrative duties.
Attend seminars and classes related to the department and prepare for L&H License.
Participate in training regarding carrier products and systems
Knowledge, Skills, and/or Abilities:
Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
Education and/or Experience:
High School graduate or equivalent.
Preferably a bachelor's degree.
Certificates, Licenses, Registration:
License is generally not required at this level.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $59,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Sales Assistant / Customer Service
Sugar Land, TX job
- Assist the sales team in achieving sales targets and goals - Conduct market research to identify potential customers and market trends - Support the sales team in generating leads and prospecting new clients - Assist with the preparation of sales presentations and proposals
- Maintain and update customer databases and CRM systems
- Provide excellent customer service and handle customer inquiries or issues
- Collaborate with internal teams to ensure smooth order processing and delivery
- Assist with account management activities, including upselling and cross-selling
- Attending trade shows in order to build and promote business as needed
Experience:
- Previous experience in sales or customer service is preferred
- Strong communication skills, both written and verbal
- Ability to work independently as well as part of a team
- Excellent organizational skills and attention to detail
Join our dynamic sales team and contribute to our business development efforts. As a Sales Assistant, you will play a crucial role in supporting our sales team, conducting market research, assisting with account management, and providing exceptional customer service. If you have a passion for sales, technology, and delivering excellent customer experiences, we want to hear from you!
Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Job Type: Full-time
Benefits:
Health insurance
Schedule:
8 hour shift
Monday to Friday
Work Location: In person
Auto Express Technicians
Garland, TX job
4121 Forest Lane, Garland, TX 75042
Automotive Master Technician / Mechanic Full-Time Position$40 - $50 per hour based on Experience!Master Technician Certification and at least 10 Years Proven Experience is Required Master Tech Certification Required
Dallas Motors is growing every day and is a GREAT place to have a rewarding Career! We need to hire a MASTER TECHNICIAN / MECHANICwho has experience in all makes and models of the vehicles that we sell. If you are looking for a great opportunity to grow along with a winning team, come join us! We value our employees and invest in their success!
If youre ready to bring your mastery to a dealership that values quality and customer trust, Dallas Motors is ready for you.
Why Work for Dallas Motors?
Dallas Motors is a trusted name in Garland, TX, known for connecting customers with high-quality pre-owned trucks, SUVs, and performance vehicles from leading brands like GMC, Chevrolet, Toyota, and Cadillac. As a Master Service Technician, youll be part of a team that values precision, integrity, and customer satisfaction.
What Sets Us Apart:
Diverse Inventory, High Standards: Our lot features late-model, low-mileage vehicles that demand expert diagnostics and repair. Youll work on everything from lifted GMC Sierras to hybrid Toyota RAV4s, keeping your skills sharp and your work varied.
Customer-First Culture: We offer free vehicle history reports, no-hassle sales, and fast financing - meaning our service team plays a key role in delivering confidence and reliability to every buyer.
Tools & Tech: Our facilities are equipped to handle modern vehicle systems, and we value technicians who bring both hands-on expertise and digital fluency.
Team Environment: Join a crew that respects your input, values your experience, and understands that great service starts with great people.
We offer:
$40-$50 per hour based on Experience!
Medical, Dental, Vision, and Life insurance
Paid vacation, sick leave, holidays, and time off
Full-time position
Career advancement opportunities
Responsibilities Master Technician:
Full automotive trouble shooting and testing
Perform line technician services
Complete routine inspections and maintenance
Automotive services: engine, transmission, electrical, drivability, suspensions, steering, heating and air conditioning, basic and ABS brakes, exhaust systems, and more.
Keep shop area neat/clean and account for dealership owned tools
Comply with dealerships safety and environmental programs and practices
Requirements Master Technician:
10 years experience or more is required
Master Tech / Mechanic certification
Master diagnostic Technician
Skilled and professional
Positive attitude
Must have own tools/Scanner
Expert mechanical skills
Experience in Electrical work
Experience with the latest automotive technologies
Reliable/dependable
Valid driver's license and insurable
A positive attitude, good work ethic, and top problem-solving skills
Good communication and customer service skills; works well on a team
Please upload your resume.Completing the online assessment will grant you priority consideration!
Must be authorized to work in the U.S. without sponsorship and be a current resident.
Must pass pre-employment testing to include background checks, MVR, and drug screening.
We are an Equal Opportunity Employer
.
All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status.
RequiredPreferredJob Industries
Customer Service
Client Service Associate
West Hartford, CT job
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ********************
As a Client Service Associate, your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across the firm. This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as money movement, account balance inquiries, check re-orders, and charitable giving confirmations, to name a few. You will play a crucial role in managing the flow of client paperwork, ensuring smooth distribution and receipt, while being a reliable point of contact for resolving issues and answering phone calls. Leveraging the power of the CRM application, you will efficiently manage tasks, update client information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess with personalized client care will be pivotal in delivering an exceptional client experience.
Essential Duties and Responsibilities:
Develop and maintain strong relationships with clients, advisors and other team members across the firm.
Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
Manage distribution/receipt of clients' paperwork.
Answer phone calls, resolve issues, and/or take messages as needed.
Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
Prepare client letters/emails as needed.
Assist advisors with scheduling client meetings and calendar management.
Confirm appointments directly with clients, via email and/or phone.
Perform other duties as and when needed.
Qualifications:
College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
Numerical accuracy and attention to detail (required).
Ability to prioritize tasks and work in a team
Desire to learn, be resourceful, and think outside the
Professional appearance and
Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
Continuously exhibits personal integrity and professional initiative and a personable
Education and/or Experience:
College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
1-2 years of related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $53,000 -$65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Sales Account Manager (Enterprise it consulting services)
Texas City, TX job
This sales specialist position will be responsible for helping customers achieve business outcomes through a variety of IT related digital workflows spanning across IT Service Management, IT Business Management, IT Asset Management, Security Operations & Customer Service Management within the U.S. This person will cover multiple industries such as Financial, Healthcare, Education, IT and Among others.
Responsibilities:
Work as a business partner with account teams to develop pursuit strategies for engaging IT leadership at customers and prospects
Align ServiceNow capabilities with desired outcomes for IT transformation
Help IT leadership craft a vision of IT transformation and what's possible with ServiceNow
Identify and build executive sponsors and champions to drive from solution concepts to realized outcomes
Coordinate, documenting and presenting a business case focused on customer issues, expected outcomes, key metrics and measures for tracking success and expected value
Understand, develop and build a franchise within your assigned territory/target accounts in order to consistently exceed quarterly and annual sales goals
Maintain and grow your expertise in leading transformational technology concepts and methodologies
Engage with ServiceNow Account Managers to generate sales plan according ServiceNow AM strategies
Evangelize ServiceNow and capabilities, results and best practices throughout the ecosystem
Outcomes
Consistently exceed assigned quarterly and annual quota
Grow and maintain a pipeline of 3X quota target
Establish monthly/quarterly/bi-annual cadence with C-Level and C-1 execs in top accounts
Maintain accurate, up-to-date forecasting and tracking with ServiceNow tools and processes
Participate in Account Planning and build strategies to drive cross-sell / up-sell and new logo pursuits
Operates from a quarterly/yearly business plan that you create & maintain
Requirements:
10 years of successful sales experience in enterprise software or consulting services to IT organizations of large enterprises
Strong understanding of the ServiceNow Platform or similars (BMC, etc).
Experience working with implementation methodologies like PMP, Scrum, etc.
Customer's portfolio that can help to open and increase Market share.
Strong understanding of the business of IT, IT Security operations and Customer Service and along with technical concepts around application development, infrastructure, operations, automation and cloud.
Strong written and verbal communication skills with the ability to articulate complex technical concepts and business value to all levels of an organization.
Prioritize and focus in a fast paced, highly demanding environment.
Thrive in a high-performance, matrix sales environment by building trust as a reliable team member.
Take a proactive approach to managing and driving business to achieve goals.
Strong EQ, self-awareness and is an active listener with the ability to quickly adapt.
Service modules: IT Service Management (ITSM), IT Operation Management (ITOM), Customer Service Management (CSM), Security Operations (SecOps).
Lenguajes: English native.
Benefits
Work hours: 5 days a week 8 hours per day (it's flexible)
Modality: Full time, 100% home office
Salary: $10,000 USD monthly
Commissions
Mentorship opportunities
Potential for promotion and growth
Medical Insurance
Paid Time Off:
Paid holidays: New Year's Eve, New Year's Day, Good Friday, Easter, Memorial Day, Independence Day (4th of July), Labor Day, Thanksgiving Day, Friday after Thanksgiving, Christmas Eve, Christmas Day, President's Day, Martin Luther King,Jr. Birthday, Veteran's Day.
Paid sick days
Paid vacations: 10 days per year
Paid birthday holiday
Home Office fund: $100 Paid every 6 months
Christmas bonus
Annual bonus due to Over Quota: 1% on total year Sales
About the company
The company is a consulting group specialized in bringing IT services in the cloud to companies. They focus on delivering incredible user experiences under the ServiceNow platform through a detailed analysis of their clients' needs aligned with industry standards.
Your goal is to guide your clients towards a successful service-oriented implementation.
They have a group of engineers who specialize in Full Stack development, including ServiceNow, Microsoft .Net, Web and Mobile Design and Development, among others.
Location: Remote.
Required Skills:
Enterprise Software Managing Matrix Bonus Development IT Service Management Environment Market Share Asset Management Healthcare Analysis Metrics Consulting Business Management Automation Forecasting Infrastructure Salary Insurance Scrum Security Education Software Customer Service Leadership Planning Design Communication Business Sales English Management
2026 Wealth Management Intern - Potomac, MD
Potomac, MD job
Who We Are
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ********************
Internship Description
Our 8 to 9 weeks Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program.
Internship Description
Assist with the development of client financial plans
Participate in portfolio construction projects and client portfolio reviews
Assist with the reconciliation and review of financial data
Conduct investment research for clients or firmâwide initiatives
Assist in the review and allocation of 529 college savings plans
Research client issues as directed and present data
Qualifications
Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2027
Interest in financial planning and wealth management
Continuously exhibits personal integrity and professional initiative
Capacity to think critically and devise creative solutions
Organized and detail oriented
Excellent written and verbal communication skills
Collaborative and able to work effectively with others
Benefits
Practical experience with broad applications
Shadowing, mentoring, and training opportunities with seasoned professionals
Opportunity for full time employment after graduation
Competitive hourly rate throughout the internship
Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
The hourly range for this position is $18.00 - $25.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better. Together.
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Retirement Plan Administrator
Wayne, PA job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail.
Responsibilities include, but are not limited to:
Daily and ongoing communication with plan sponsor and advisors
Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions.
Generate plan documents and complete plan amendments
Interpret plan documents and IRS / DOL regulations
Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans
Ability to complete contribution calculations for all types of allocations
Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy.
Preparation of form 5500 and appropriate schedules for DB and DC Plans
Calculate contributions and income for unincorporated businesses
Complete quality control review process of output prior to client delivery
Meet deadlines, both internal and regulatory, in the delivery of service
Ability to review participant distribution and loan application
Preferred Qualifications:
Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations
Prior pension experience preferred.
Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo
Experience using FT William and PensionPro software a plus
Experience with non-qualified, 457(b) and 457(f) plans a plus
Excellent written and verbal communication skills
Strong independent thinking and problem resolution skills
Strong analytical, problem solving and communication skills
Ability to work independently and multi-task
Effective oral and written communication skills.
Work in a team-oriented environment under minimal supervision
Efficient use of Microsoft products including Word and Excel.
Attention to detail and quality control required
Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred
Progress on actuarial exams a plus but not required.
ASPPA designation required or obtained within 12 months of employment
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 - $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Account Operations Processor
Wallingford, CT job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: *******************
This role will support PPI Benefit Solutions, a part of NFP. PPI Benefit Solutions is a service-first company delivering end-to-end benefits administration services and technology, with a focus on client and partner needs. To learn more, please visit: ***************************
Summary:
Perform administrative functions, including data entry, which support the benefit eligibility and coverage enrollment of PPI's clients' employees. Requires ability to effectively use multiple PPI and insurance carrier/vendor systems to maintain accurate records for a range of complex employee benefit programs. A high level of detail-orientation and accuracy, while handling a high volume of work, is required in this role.
Essential Functions:
Review benefit enrollment forms for completeness. Data entry of new member enrollments and changes to coverage, meeting standards to ensure accurate and timely member enrollment and client invoice production. Initiate communication with clients to obtain missing or unclear information.
Run, review, and enter data from various audit reports used to maintain accurate benefit eligibility and enrollment.
Assist with monthly client invoice production by performing quality review of enrollment, system set-up, and invoice.
Assist with COBRA administration processes, reconciliation, and reporting needs as required.
Assist with carrier eligibility reconciliation as required.
Assist with client invoice reconciliation.
All other job-related duties and special projects as required.
Requirements:
Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company's Statement of Business Practices, Affirmative Action, Diversity and other standards.
Actively cooperate and interact with all entities of NFP.
High school diploma required plus 1-2 years of data entry and job related experience required.
Must be proficient in Microsoft Word and Excel, have good figure aptitude, be detail oriented, have good time management skills, and be
flexible.
Must be able to handle high volume processing and meet required deadlines.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 to $61,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer
StJohn2025
Sr. Consultant- Employee Benefits
Warrington, PA job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a trusted benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Consultant is a seasoned advisor and may work on large, complex accounts with some degree of supervision and approval from their Supervisor. At this level, the Senior Consultant may have direct supervision of team members.
Essential Duties and Responsibilities:
Designing, implementing and managing all aspects of an employer sponsored benefits program. Developing and executing client strategic plan and defined deliverables
Exploring strategic alternatives and providing strategic guidance while quantifying the financial implication and associated risk of options presented for consideration
Negotiating terms, conditions, coverage limits and pricing with carriers and vendors
Developing and maintaining ongoing relationships with clients; acting as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services
Maintaining and executing a project plan to ensure client deliverables are provided on a timely basis. Delegating work to more junior team members as appropriate.
Understanding and articulating alternative funding strategies, analyzing viability on a client specific basis
Demonstrating a genuine understanding of the mechanics of client financials and related projections
Building and maintaining strong relationships with clients and carriers
Keeping clients apprised of appropriate industry trends including all state and federal regulatory issues
Explaining regulatory compliance and legislative guidelines including as related to COBRA, HIPAA, ERISA, Section 125, and Health Care Reform
Interpreting plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)
Anticipating client needs and identifying strategies to address them
Overseeing the implementation of new business
Overseeing open enrollment; developing and/or reviewing client presentations and communication materials
May have direct supervisory responsibility of junior team members
Review the work of junior team members and provide appropriate guidance and skill development
Ensure all client data is entered into CRM System (Salesforce) in a timely manner.
Knowledge, Skills and/or Abilities:
Comprehensive knowledge of carrier products and services, industry trends, benefits administration, regulatory compliance and HealthCare Reform
Ability to work independently and anticipate client and team needs
Effective project management, time management and organizational skills
Strong analytical and financial skills
Excellent attention to detail and commitment to outstanding client service
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities
Education and/or Experience:
A Bachelor's Degree in Risk Management, Business, Finance or a related field preferred
8+ years health and welfare consulting experience
Certificates, Licenses, Registration:
Life, Accident and Health Insurance License required
GBA or CEBS Certification a plus
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $77,000 - $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Principal Software Engineer
Momentum job in Springfield, VA
Welcome to the
MOMENTUM.
Team!
MOMENTUM.
is not just our company name; it is the highest value we deliver to our customers. We are a rapidly growing technology solutions company delivering innovative technology, engineering, and intelligence solutions across the DoD sector. The efforts of our high-capacity team ultimately strengthen our Nation and the warfighter.
Our team is dispersed throughout the US, which means we value the diversity and unique collaboration fostered throughout our team. We work incredibly hard for our customers and believe deeply in our core values. We're a high-energy, high-growth team and we love to win.
Principal Software Engineer
MOMENTUM.
is seeking a strong Principal Software Engineer to support an NGA project in Springfield, VA with the Geospatial Center of Excellence. This is an exciting Modernization initiative providing enterprise architectural, engineering, operations and sustainment, modification, and testing of geospatial-intelligence core services. This utilizes secure cloud environments, and a modern agile development methodology making data accessible, discoverable, and deliverable to the IC. Candidates must be passionate, energized and excited to work on modern architectures and solve challenging problems for our clients.
In this role, you will:
Experience in Python enterprise application development
Experience building high-performance applications in React.js
Experience building APIs
Web services architecture, design, and development
Experience in PostgreSQL database design
Experience working in AWS and utilizing specific AWS tools
If you're right for this role, you have:
Active Top-Secret Clearance with the ability to obtain an SCI
Bachelor's degree in Computer Science, Engineering, Mathematics, or a related technical field with
15+ years of software engineering experience OR Master's degree in a technical field with 13+ years of software engineering experience.
To learn more about us, check out our website at ********************
MOMENTUM.
is an EEO/M/F/Veteran/Disabled Employer:
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed above are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Accommodations:
Consistent with the Americans with Disabilities Act (ADA) and Alabama civil rights law, it is the policy of
MOMENTUM.
to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please include a request when applying.