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 of Role: The main role of the Operations Coordinator will be to work closely with Plan Advisors to support their plan sponsor client and participant relationships. The Operations Coordinator will work as part of the team responsible for developing plan review and design, fund performance review, plan pricing and re-pricing, responding to plan sponsor and participant inquiries, and developing new business.
Candidate selected will follow CST hours*
Essential Duties and Responsibilities:
* Support Plan Advisors with all aspects of client service and support for plan sponsors
* Provide additional support to Admin/OPS (Alissa) during busy periods
* Support client onboarding including coordinating the development of Investment Advisory Agreements and subsequent billing arrangements
* Coordinate the development of Investment Policy Statements
* Work with Admin/OPS to oversee and confirm all plan change processes
* Coordinate the development of TDF Fit Analysis reports
* Coordinate RFP response opportunities (initiating/tracking/follow-up)
* Support new business development activities including marketing efforts, presentation development, and meeting
* Support LinkedIn ongoing advisor content profile maintenance
* Coordinate with service providers/recordkeepers as needed to obtain necessary information
* Answer and refer phone inquiries to appropriate destination
* Manages/updates databases
* Utilize available resources to independently resolve a variety of issues to all levels of clients
* Provide solutions to increase operational efficiencies within the client and their retirement plan operations
* 2-3 days in office, less than 10% travel required
Knowledge, Skills, and/or Abilities:
* Financial advisory experience with retirement plan documentation and investment knowledge preferred
* Superior communication and organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team
* Strong client service attitude, positive team player and contributor
* Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
* Travel may be requested to service existing clients and prospect new clients (less than 10% travel requirement)
* Excellent written and oral communication
* Strong organizational skills with ability to multi-task
* Accurate typing skills
* Capacity to respond appropriately to clients and escalate issues to management if necessary
* Ability to apply problem-solving skills to complete tasks
* Must work well in team environment with a positive attitude
Education and/or Experience:
* Strong working knowledge of Microsoft Office products and/or other computer software systems
* Bachelor's Degree required, experience in lieu of degree considered
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 $50,000. 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.
$45k-50k yearly 60d+ ago
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(Remote) Sr. Communications Writer
National Financial Partners Corp 4.3
Plymouth, MN jobs
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: ********************
Job Summary:
We are seeking a dynamic writer to support our corporate communications efforts. As a member of NFP's Marketing Team, you will be responsible for conceptualizing, creating, reviewing and refining various communications across the company, both internal and external.
Essential Duties and Responsibilities:
* Effective Communication: Elevate the creation of compelling, on-brand written communications that achieve stated objectives.
* Messaging Development: Adhere to NFP's style guidelines, while continuously working to evolve the company's messaging from/to various stakeholders.
* Project Management: Respect project timelines and communicate effectively throughout to ensure alignment and timely delivery of high-quality work.
* Strategic Collaboration: Partner with business leaders, marketing managers and others to understand project goals and translate them into impactful deliverables.
* Market Research: Stay up to date with industry trends, competitive landscapes, and emerging technologies to identify new opportunities and best practices.
What you will need:
* Three to five years of communications experience with a portfolio of work reflecting strong writing skills and success across a spectrum of communications.
* Ability to write, edit, and develop engaging internal and external communications to convey complex details on various topics, including company developments, new personnel and policy changes.
* Effective communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and build strong relationships with stakeholders at all levels.
* Strong written and verbal communication skills to effectively interact with and influence coworkers, project team members and others across the organization, including executives.
* Strong technical skills, including Microsoft PowerPoint, Teams, and SharePoint.
* Proactive, creative and detail-oriented team player who is also flexible and comfortable with ambiguity and short timeframes for project completion.
* Ability to adapt communication style, techniques or methods to meet end user needs, observe and interpret behavioral cues, embrace feedback, and listen with empathy to understand team members' frame of reference.
* Utilize established project management systems to enhance productivity and workflow, while proactively keeping colleagues informed of progress relative to states deadlines.
* Strong project management skills, with the ability to manage multiple projects and priorities in a fast-paced environment.
* Degree in communications or journalism 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 $60,000.00 - $81,000.00. 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.
$60k-81k yearly 22d ago
Lead Analyst, Personal Trading & Compliance
Empower Retirement 4.3
Remote
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As the Lead Specialist of Personal Trading and Compliance, you will help protect Empower's reputation by overseeing personal trading and Code of Ethics compliance across the firm. You'll review employee trading activity, manage oversight of outside accounts, and provide expert guidance that helps the business stay aligned with SEC, FINRA, and state regulatory expectations. Your work strengthens Empower's culture of integrity, ensuring employees meet the highest ethical and professional standards.
What you will do:
Monitor personal trading and outside brokerage accounts to ensure compliance with the Code of Ethics
Review employee trades, identify potential violations, and maintain accurate records of findings
Enhance policies and procedures for trade pre-clearance, disclosures, and employee attestations
Conduct compliance reviews and surveillance testing, escalating findings and recommending corrective actions
Research and interpret evolving SEC, FINRA, and state rules to inform policy updates and control enhancements
Prepare quarterly and annual compliance reports for leadership, committees, and regulators
Serve as a primary contact during audits and regulatory exams related to personal trading
Develop and deliver Code of Ethics and compliance training that promotes awareness and accountability
Identify opportunities to streamline processes and strengthen monitoring workflows
Partner with technology and Compliance Operations teams to design and deploy dashboards and automated workflows using sound governance and documentation
What you will bring:
7+ years of experience with compliance requirements under the Advisers Act, Investment Company Act, and FINRA/MSRB rules
FINRA Series 65 license (or ability to obtain within required timelines). FINRA fingerprinting required
Bachelor's degree or equivalent experience (law degree preferred)
Hands-on experience with personal trading and Code of Ethics oversight, including use of systems like StarCompliance
Strong analytical and investigative skills with close attention to detail
Excellent communication, collaboration, and judgment skills
Ability to manage multiple priorities in a fast-paced, evolving environment
High ethical standards and discretion handling confidential information
What will set you apart:
Experience with compliance technology or automation tools
Familiarity with AI and analytics to support compliance monitoring
Prior involvement in regulatory exams or internal audits
Proven record of improving compliance processes and workflows
Demonstrated ability to train and influence employees at all levels
No history of regulatory findings or sanctions
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$96,100.00 - $135,700.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-17-2026
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$96.1k-135.7k yearly Auto-Apply 4d ago
Virtual Administration Specialist
Commonwealth Financial Network 4.7
Remote
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Virtual Administration department offers a remote work schedule.
We're looking for a new virtual administration specialist to join our team. Commonwealth's Virtual Administration team is a group of focused, highly organized, and service-minded problem solvers who work directly with our independent financial advisors, through two service models- one dedicated and one pooled. Our team provides middle office support functions, such as document preparation and submission, account opening and updating, CRM management, meeting preparation, money movement requests, and client support.
Key Responsibilities
Working as a virtual member and operational point of contact for advisors' offices and providing task ownership, support, and coordination with other Commonwealth departments
Collaborating with various internal operational teams across the firm to research and resolve complex issues
Managing client data in Commonwealth's CRM platform to create and distribute reports, prepare for client meetings and calls, and create procedure workflows
Submitting money movement requests and working with partner departments to resolve issues
Monitoring alerts and advisor action items and proactively collaborating on responses to time-sensitive requests
Building relationships by consistently providing the highest level of customer service
Collaborating with Sponsor Companies to research and obtain required documents
Use our account opening platform to open and update accounts, prepare documents, and send DocuSign documents to clients
Core Strengths and Skills
Comfortable adapting to a variety of environments, and able to cultivate lasting relationships with advisors
Superior problem-solving skills, with a detail-oriented approach to task execution
Strong written communication skills and ability to take detailed and accurate notes
Strong active listening skills and ability to communicate complex information clearly and concisely
Ability to learn, understand, and apply new information quickly
Highly refined time management and organizational skills, with the aptitude to use multiple systems
Ability to thrive on a highly collaborative team
At least two years of experience working in a financial advisory firm preferred; other relevant experience considered
Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min USD $55,700.00/Yr. Max USD $63,900.00/Yr.
$55.7k-63.9k yearly Auto-Apply 4d ago
Lead Specialist, Front Office Advice & Guidance
Empower Retirement 4.3
Remote
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Lead Specialist of Advice and Guidance, you will play a key role in ensuring Empower delivers consistent, compliant, and high-quality advice to clients across its front-office channels. You'll serve as a subject matter expert for complex advice and supervisory questions, lead the development of policies and procedures that promote best-interest standards, and partner across Compliance, Supervision, and Business teams to strengthen Empower's advice framework. Your work helps protect clients and supports Empower's mission to deliver trusted, transparent financial guidance.
What you will do:
Provide advice and regulatory interpretation to front-office teams on complex advice and supervision matters
Act as an escalation point for issues related to advice delivery, investment recommendations, and oversight
Design and enhance programs that promote advice quality, suitability, and best-interest compliance across broker-dealer and advisory channels
Develop and deliver training and communications on advice standards and regulatory expectations
Collaborate with Compliance, Supervision, Legal, Operations, and business leadership to align advice delivery with Empower's compliance framework
Research evolving SEC, FINRA, DOL, and state requirements; recommend updates to policies and processes
Prepare reports and presentations for leadership on advice oversight trends and program effectiveness
Represent Advice and Guidance on committees and workgroups focused on policy, risk, and regulatory change
Mentor peers and provide technical and procedural support to promote consistency in advice oversight
Support responses to internal audits, regulatory exams, and special projects to improve advice infrastructure and technology
What you will bring:
Bachelor's degree or equivalent experience
7+ years of financial services experience, including 3+ years in advice, supervision, or compliance oversight
Must have the ability to learn and develop a deep understanding of the business; build strong relationships through regular communication and active participation in committees and projects; and objectively assess inherent regulatory risks. This includes developing a comprehensive understanding of the control environment, accurately identifying weaknesses, measuring control effectiveness, and partnering with the business to advocate for and drive effective remediation
FINRA Series 7 and 65 (or 7 and 66) plus 9/10 or 24 required, or ability to obtain within corporate timelines. FINRA fingerprinting required
Strong understanding of advice delivery, suitability, and best-interest obligations under SEC, FINRA, and DOL regulations
Proven ability to interpret and draft policies and apply regulatory guidance to business practices
Excellent analytical, investigative, and written communication skills
Ability to manage multiple priorities and make sound, independent, risk-based decisions
Strong collaboration and relationship-building skills across business and control functions
What will set you apart:
Recognized subject matter expertise in advice delivery and supervisory oversight
Experience enhancing compliance programs or advice governance frameworks
Must bring a true “challenger” mindset paired with strong relationship-building skills that support long-term, collaborative partnerships with business leaders
Track record mentoring peers and supporting cross-functional initiatives
Familiarity with technology tools and data analytics that strengthen compliance monitoring
Demonstrated success improving advisor experience through clear guidance and streamlined processes
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$96,100.00 - $135,700.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-17-2026
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$96.1k-135.7k yearly Auto-Apply 6d ago
Investment Advisory Compliance Program Office Manager
Empower Retirement 4.3
Remote
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As an Investment Advisory Compliance Program Office Manager, you will support compliance oversight for Empower Capital Management, Empower Advisory Group, and Empower Funds. You'll guide key elements of our compliance program, apply regulatory expertise, and help business partners operate with confidence. Your work strengthens our controls, supports regulatory readiness, and helps us deliver trustworthy advisory services.
What you will do:
Maintain and refresh compliance policies and procedures under the Advisers Act, Investment Company Act, and applicable FINRA/MSRB rules
Review and test controls to assess effectiveness and partner with business teams to close gaps
Prepare reports and filings for leaders, committees, and regulators
Monitor regulatory changes and summarize impacts for advisory and fund businesses
Coordinate exam and audit responses with senior compliance officers, including materials and follow-up
Support compliance training by updating content, tracking completion, and answering questions
Conduct due diligence on sub-advisers and third-party providers
Work with Compliance Operations and technology partners to enhance reporting, testing, and automation
Maintain documentation and records supporting regulatory obligations
Represent Compliance on projects and working groups to embed requirements into new initiatives
What you will bring:
Bachelor's degree or equivalent experience
5+ years in investment advisory or asset management compliance
Working knowledge of SEC, FINRA, and MSRB regulations
Experience supporting compliance programs in a regulated financial institution
Ability to interpret and apply complex regulations
Strong analytical, organizational, and communication skills
Comfort collaborating across teams and managing documentation
Familiarity with compliance systems, reporting tools, or data management
FINRA fingerprinting required
What will set you apart:
Advanced degree (J.D., MBA, or similar)
FINRA Series 65 (or willingness to obtain within the required timeline)
Experience with regulatory exams, audits, or control testing
Background supporting advisory or fund compliance programs
Strength in process improvement or automation tools
Proven ability to explain regulatory expectations in clear, practical terms
**Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.**
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$105,700.00 - $149,275.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-17-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$105.7k-149.3k yearly Auto-Apply 4d ago
Client Support Specialist - Greater Baltimore, MD Area (REMOTE)
Fidelity Brokerage Services 4.2
Towson, MD jobs
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bethesda, Annapolis, Baltimore, Columbia, Towson
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The base salary range for this position is $50,000 - $76,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:Customer Service
$50k-76k yearly Auto-Apply 60d+ ago
Education Consultant I - Arlington, VA
Fidelity Brokerage Services 4.2
Remote
Education Consultant I
Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates.
The Role
As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include:
Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion.
Present and communicate to our plan participants in various mediums and timeframes - 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings.
Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience.
Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records.
Strict adherence to business unit compliance requirements.
An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy.
Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours.
Conduct triage 1 on 1 appointments with Plan Participants - triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution.
The Expertise and Skills You Bring
Bachelor's degree preferred and least 3 years of financial services experience
Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire
Customer facing experience
Demonstrated familiarity with Financial Planning Concepts
Presentation experience preferred
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to build professional, persuasive presentations with a clear call to action
Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM
Ability to conduct onsite & virtual workshops (75% travel)
Bi-lingual/multi-language speaker a plus
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
GROW in your skills to deliver more, world-class planning and education experiences for our participants
WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 3.
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Communication
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
SECURITY CLEARANCE: TS/SCI with Polygraphs (VA) POSITION: Senior Cloud Engineer with 80% TeleworkREQUISITION: AWSMSA-02.111924LOCATION: Herndon, Virginia JOB DESCRIPTION: • Support development of Virtual Desktop Infrastructure (VDI) learning environment pilot in support of Customer Project using Amazon AppStream 2.0.• Customer Project will initially use a representative course sample of 1-2 Customer College classes that internal stakeholders will use to evaluate the viability of broader adoption and implementation across customer environments• Develop Lambda (python) functions in support of VDI creation workflows• Develop Infrastructure as Code (IaC) in support of VDI architecture Complete development tasks using python, Node.js, and DynamoDB
REQUIREMENTS: • Experience developing back end AWS infrastructure as code using AWS cloud development kit (CDK) for services such as API Gateway, DynamoDB, Lambda, SQS, and SNS• Possess troubleshooting and problem solving skills across development and production operating environments• Experience working in Windows based environments, including Active Directory (AD) and Microsoft shared file systems• Experience developing with software management tools such as GitLab, GitHub, or similar tools• Experience in supporting internal and external customers Must have experience working in python and Node.js
NICE TO HAVE: • Experience with shell scripting (PowerShell)• Experience with AWS services including AWS Lambda, Amazon Simple Storage Service (Amazon S3), Amazon DynamoDB, Amazon API Gateway, and Amazon Simple Queue Service (Amazon SQS)• Hands-on experience with using CI/CD (continuous integration/continuous delivery) workflows• Strong verbal and written communications skills and ability to lead effectively across organizations
QUALIFICATIONS: CERTIFICATION: any AWS certification(s) such as AWS Certified Solutions Architect - Associate or Professional ~ is nice to have!
EDUCATION & EXPERIENCE: • Bachelor's Degree + with 5 to 10 years of Enterprise of Cloud IT experience NOTE: Degree in computer science or IT computer engineering from an accredited college or university.CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$91k-120k yearly est. 28d ago
High Net Worth Service Associate - Smithfield, RI
Fidelity 4.2
Smithfield, RI jobs
As a High Net Worth Service Associate, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
Relocation assistance may be available for those who meet eligibility requirements.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
COVID work policy
Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.
Dynamic working - post pandemic
Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
Learn More: Dynamic Working
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:
For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com
Fidelity Privacy policy
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Relationship Management, Sales
$74k-92k yearly est. 60d+ ago
Franchise Business Consultant
Empower Brands 4.3
Remote
The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards.
Responsibilities:
Sales & Marketing:
Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities.
Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns.
Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement.
Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools.
Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share.
Business Consulting & Coaching:
Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance.
Conduct regular strategic meetings to review metrics, address issues, and maintain accountability.
Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges.
Build strong, trust-based relationships that support candid coaching and long-term success.
Operational Excellence:
Ensure franchisees consistently follow brand standards and required processes.
Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery.
Support system adoption, training initiatives, and the development of operational capabilities across the franchise network.
Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools.
Financial Performance:
Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability.
Provide coaching on job costing, pricing strategy, and expense management.
Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility.
Business Growth & Development:
Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments.
Support franchise owners in building organizational structures that can scale as revenue growth demands.
Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction.
Share system-wide best practices to elevate performance across the network.
Compliance, Reporting & Communication:
Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics.
Communicate trends, risks, and opportunities within the consultant's portfolio to leadership.
Ensure adherence to brand standards, policies, and contractual obligations.
Qualifications:
5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred.
Bachelors degree in Business or a related field preferred
Demonstrated ability to coach, influence, and motivate business owners toward improvement.
Strong business acumen, including the ability to interpret financial statements and operational KPIs.
Excellent communication, relationship-building, and problem-solving skills.
Ability to manage multiple priorities and adapt coaching style to diverse business owners.
Willingness to travel for onsite visits as needed.
Familiarity with EOS Traction is a plus
Success Traits:
Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships.
Strategic: Uses data and insight to guide business owners toward smarter decisions.
Operationally savvy: Understands how systems, processes, and structure drive performance.
Highly relational: Builds trust quickly and communicates with clarity and empathy.
Forward-thinking: Identifies risks and opportunities early and acts proactively.
Adaptable: Works effectively with different personalities, business models, and experience levels.
Expectations:
Complete required travel within approved budget guidelines on a per trip basis
Maintain a communication log for all franchisee interactions in company software
Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues.
Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values.
Travel up to 25% of the time. Average one 3-4 day trip per month
FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss. WHO WE ARE:
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
$65k-91k yearly est. Auto-Apply 33d ago
Senior Director Indirect Technical Procurement
Empower Retirement 4.3
Remote
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
The Sr Director Indirect Non-Tech Procurement is a leadership role responsible for managing and optimizing the procurement of all non-technical, non-product spend (indirect goods & services). This leader will develop and execute procurement strategy, drive cost-savings, manage supplier relationships, mitigate risk, build category expertise (non-tech), and lead a high performing procurement team. They will report into senior leadership (e.g., SVP or CPO) and partner closely with business functions (Facilities, HR, Marketing, Professional Services, Travel, etc.).
What you will do:
Develop and drive the end-to-end strategy for indirect procurement (non-tech categories such as Facilities, Marketing & Advertising agencies, Travel, Professional Services, HR Services, Office Supplies, Utilities, Facilities Management, etc.), including all sourcing, vendor management and contract management functions.
Lead category management across major non-tech indirect spend categories: conduct spend analysis, supplier optimization, supplier market intelligence, sourcing strategy, negotiation, contract & supplier performance management.
Establish and maintain strategic supplier relationships; negotiate best-in-class agreements and SLAs; ensure service levels, continuity and value for money.
Partner with internal stakeholders (Finance, Legal, HR, Marketing, Facilities, Business Unit leaders) to align procurement strategies with business objectives, influence budget owners, and ensure procurement governance, compliance and controls.
Deliver cost-savings and value creation: identify sourcing & rationalization opportunities, implement cost avoidance initiatives, monitor savings pipelines and deliver measurable results.
Develop and drive procurement policies, processes and controls for indirect spend: governance, ethics, supplier diversity, ESG/inclusion, compliance.
Lead process improvement, digitization and operational excellence in procurement: adopt e-sourcing, contract-lifecycle management, purchase-to-pay and 3-way matching automation and reporting tools.
Build, lead and coach the procurement team: define organizational structure, recruit talent, set performance objectives, mentor staff, and instill continuous improvement mindset.
Identify and mitigate risks in the indirect supply base: supplier risk, market/commodity risk, business continuity, contract risk.
Establish and monitor procurement performance metrics (KPIs) for indirect categories: cost savings, contract compliance, supplier performance, cycle-times, stakeholder satisfaction; report to senior leadership and adjust strategy accordingly.
Support the company's growth, scalability and agility through procurement: ensure the indirect sourcing function is scalable, flexible and aligned with business change.
What you will bring:
Bachelor's degree in Business, Supply Chain Management, Finance, Procurement, or related field.
Significant experience (typically 15-25+ years) in procurement or strategic sourcing, with extensive leadership experience in indirect/non-product categories. For example managing major indirect spend ($1B+) across multiple categories.
Demonstrated track record of delivering cost savings, value creation, leading category strategies and managing indirect spend at enterprise scale.
Strong negotiation skills, contract management and supplier relationship management in non-tech / indirect categories.
Excellent analytical skills: ability to perform spend analytics, market intelligence, cost modelling and supplier benchmarking.
Experience implementing procurement technologies (e-sourcing platforms, contract management systems, P2P/ERP integration).
Strong leadership and team-building capabilities: able to lead and influence cross-functional teams, manage change and drive transformation.
Strategic mindset, with hands-on execution ability; able to thrive in a dynamic environment.
Excellent stakeholder management skills: able to communicate, influence and engage with senior business leaders and various functions.
Deep knowledge of indirect procurement best practices and specialized categories (facilities, professional services, travel, marketing, etc.).
Success Metrics / Performance Indicators:
Annual cost savings and cost avoidance achieved in indirect (non-tech) categories.
Percentage of indirect spend under strategic contracts or managed via procurement & point of engagement by internal stakeholders.
Supplier performance metrics (on-time service/delivery, quality of service, adherence to SLAs) and reduction of risk events.
Internal stakeholder satisfaction with procurement service, responsiveness and alignment with business needs.
Reduction in cycle times (sourcing, contracting, purchase to pay) and improvement in operational efficiency.
Adoption rate and utilization of procurement tools/digital workflows.
Number of category strategies defined and executed; number of sourcing initiatives in the pipeline and completed.
Compliance with policies, contract governance, supplier diversity/ESG objectives.
What will set you apart:
Advanced degree (MBA) or professional procurement certification (e.g., CPSM, CIPS, Lean Six Sigma) preferred.
Experience with global procurement and multi-currency/multi-region procurement for indirect services preferred.
Strong background in transformation: digital procurement, process automation, category rationalization desired.
Experience driving supplier diversity, sustainability (ESG), and ethical sourcing in non-tech categories preferred.
Experience working with large ERP systems (e.g., SAP, Oracle) and procurement applications (Ariba, Coupa) is a plus.
Ability to build procurement function from scratch or mature an existing one to best-practice status desired.
Excellent business acumen: able to speak the language of operations, finance, services, not just sourcing is a plus.
This is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this . You may be required to perform other duties that are not included on this . The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$151,800.00 - $220,050.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-17-2026
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$151.8k-220.1k yearly Auto-Apply 4d ago
IT Security Analyst
GCG 3.7
Ohio jobs
As GCG's IT Security team continues to grow, we are seeking an IT Security Analyst to support monitoring, threat detection, vulnerability management, and day-to-day security operations. In this role, you'll work closely with our Security Manager and our other IT teams to develop and implement security systems, guidelines, and strategies, conducting audits and risk assessments, evaluating internal operations and controls and making recommendations based on findings.
This is an great opportunity togain hands-on experience with enterprise tools and real-world security challenges across a diverse technology environment while learning, contributing, and growing as part of a team that is investing in its security maturity.
**This role offers a remote work arrangement however we are seeking candidates in the northeast Ohio area to facilitate ease of collaboration with IT Security leadership and ease of quarterly travel to our corporate headquarters in Chicago.**
**What You'll Do**
+ Assist with Active Directory, file server, and access permission audits to support Identity & Access Management
+ Help maintain and monitor XDR agents to ensure they remain healthy and reporting correctly
+ Review and triage foundational security alerts under the guidance of the Security Manager
+ Support periodic vulnerability scans, track remediation progress, and document findings
+ Participate in phishing simulations, user training, and other security awareness activities
+ Help monitor email security and web filtering tools for suspicious activity
+ Collaborate with IT and security teams to enforce MFA, password hygiene, and access controls
+ Assist with Privileged Access Management tasks such as user onboarding and access reviews
+ Run guided threat-hunting queries to identify potential environmental risks
+ Document security incidents, actions taken, and recommendations for improvement
**What You'll Bring**
+ Bachelor's degree preferred, or equivalent experience
+ 1-3 years of experience in IT support, system administration, or networking
+ Basic understanding of cybersecurity fundamentals, Windows Server/AD, and endpoint security tools
+ Familiarity with SIEM/XDR or vulnerability management platforms is a plus
+ Strong communication, documentation, and analytical skills
+ Eagerness to learn and grow through hands-on practice and training
+ Certifications such as CompTIA Security+, Network+, or Microsoft Security Fundamentals are a plus
**What we offer**
+ **Competitive hourly pay dependent on relevant experience**
+ **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need
+ **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans
+ **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs
+ **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access
+ **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind
+ **An employee-centric company** that values and truly appreciates our most important asset: You!
**About GCG**
At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve.
_GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._
_These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._
_\#LI-remote_
**Job Locations** _US-OH_
**ID** _2025-1971_
**Category** _Information Technology_
**Position Type** _Regular Full-Time_
$76k-104k yearly est. 26d ago
Account Executive - Private Client/HNW (Remote)
National Financial Partners Corp 4.3
New York, NY jobs
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 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 prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and/or client retention targets.
Essential Duties and Responsibilities:
* Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
* Works with the Claims Department on relevant claims for assigned clients.
* Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
* Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
* May supervise or direct the daily job activities of the Coordinators and Account Managers.
* Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
Knowledge, Skills, and/or Abilities:
* 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.
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people/personalities
* Strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner.
* Strong attention to detail, decision making skills and problem resolution.
Education and/or Experience:
* BA/BS preferred
* Typically more than 5 years industry and product line experience.
Certificates, Licenses, Registration:
* P&C Insurance License required
* CIC, CPCU or other P&C designation preferred
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 $65,000 - $115,000. 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.
$65k-115k yearly 59d ago
Construction & Field Support Manager
Empower Brands 4.3
Remote
The Franchise Construction & Field Support Manager serves as the construction subject matter expert, coach, and mentor for Archadeck franchise owners. In this highly influential role, you'll work directly with franchisees - many from non-construction backgrounds - to train, guide, and support them through every aspect of building a successful outdoor living business.
Approximately 70% of your time will focus on launching and ramping up new franchisees, helping them master the Archadeck construction process, hire and manage crews, and deliver projects that exceed homeowner expectations. 20% will focus on supporting established offices to improve production efficiency, profitability, and customer satisfaction. The remaining 10% of time will be spent training new franchisees, prior to launch of their business, in Archadeck construction standards and methods in a classroom environment.
Your mission: ensure every Archadeck location builds beautifully, safely, and profitably - while maintaining the quality and professionalism that define our brand.
Who We're Looking For:
You're a builder and a teacher. You have deep experience in carpentry, residential construction, and project management, but you also love to coach, simplify, and empower others. You're confident leading both classroom and on-site training. You understand how to hire, manage, and motivate subcontractor crews. And above all, you're passionate about helping small business owners grow and succeed.
Qualifications:
5+ years of experience in residential construction, framing, carpentry, hardscapes (pavers or concrete), masonry, roofing or general residential remodeling
Skilled and experienced in managing multiple crews and subcontractors
Experienced in job costing, scheduling, and quality assurance
Strong communicator and coach - able to train new business owners in both group and field settings
Comfortable balancing construction, operations, and relationship management
Familiar with permitting, inspections, and residential building codes
Travel-ready (up to 30%)
Key Area of Responsibilities:
Construction & Production Management Expert - Ensure franchise partners follow Archadeck's construction standards, processes, and best practices from project planning through completion.
Support Franchise Business Consultants (FBCs) in guiding franchisees through design consultations and proprietary pricing software.
Coach franchisees on planning, estimating, and executing outdoor living projects -including how to find, hire, train, and manage subcontractor carpenter crews.
Training & Development
Deliver engaging training to franchise owners on construction standards, production management systems, estimating tools, and product knowledge.
Continually refine training content and methodologies to improve operational efficiency and construction quality.
Serve as an ongoing resource for franchisees needing project support, troubleshooting, or guidance.
Production Program Development
Act as the internal owner for Archadeck's production management tools, software, and workflows.
Partner with IT, Operations, and Design teams to ensure software and systems work seamlessly for franchisees.
Coaching for Growth
Conduct one-on-one coaching sessions with franchise owners.
Analyze business and production metrics to identify opportunities for improvement.
Provide actionable strategies for achieving KPIs in marketing, sales, scheduling, customer satisfaction, and project margin.
Facilitate ongoing communication and accountability through coaching calls and periodic field visits
Performance Monitoring & Reporting:
Track and analyze franchise performance metrics, reporting trends and results to brand leadership.
Communicate progress, risks, and opportunities to the Franchise Operations leadership team.
Key Competencies:
Construction Mastery: Skilled in outdoor living construction, building codes, and job-site operations.
Mentorship Mindset: Patient, encouraging, and skilled at transferring knowledge to non-technical learners.
Operational Discipline: Strong understanding of estimating, scheduling, and process optimization and skilled at bringing clarity and order to complex, fast-moving construction environments."
Communication Excellence: Comfortable presenting in classroom, virtual, and field environments.
Collaborative Leadership: Works seamlessly with internal teams and franchise owners to achieve shared goals.
Why Join Archadeck
Be part of America's premier outdoor living brand with decades of industry leadership.
Help shape the success of entrepreneurs launching their own construction businesses.
Make a real impact - every day you'll see the results of your coaching in the form of beautiful backyards and thriving local businesses.
Competitive compensation, benefits, and opportunities for growth within Empower Brands.
About Archadeck Outdoor Living:
Archadeck Outdoor Living, part of Empower Brands, is the nation's leading designer and builder of custom outdoor living spaces - including decks, porches, patios, fire features and shade structures. With over 70 independently owned locations across North America, we bring design, craftsmanship, and professionalism to every backyard project.
We're growing fast - and we're looking for a Construction Field Support Manager who is passionate about residential construction and about helping others succeed. This is a unique opportunity to blend your field expertise with mentoring and operational coaching to help new and existing franchise owners thrive.
WHO WE ARE:
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
$57k-91k yearly est. Auto-Apply 47d ago
Director, Sales Marketing - Remote
National Financial Partners Corp 4.3
Austin, TX jobs
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:
As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting.
Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process.
Essential Duties and Responsibilities:
* Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada.
* Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams.
* Strategic owner of sales marketing campaigns, including:
* Oversee and track full portfolio of campaigns and ongoing measurement of impact.
* Go to market strategy development
* Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach
* Identify KPIs
* Collaboration with brand and digital marketing for the development of campaign assets and deliverables.
* Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM
* Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams.
* Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions.
* Lead the marketing plan for joint sales initiatives between NFP and Aon, Connected Value.
* Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing.
* Support of the sales and marketing tech stack, and how to optimize usage of tools
* Support integrated sales campaigns partnering with corporate development teams.
* Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns.
* Manage and coach the sales marketing manager, who will report directly into this role.
Knowledge, Skills, and/or Abilities:
* Understanding of the sales process and stages of the buyer's journey.
* Marketing plan/strategy/timeline development
* Previous Experience with These Tools or Similar Equivalent:
* Salesforce CRM
* Pardot - Marketing Automation Platform
* SalesLoft - Sales Engagement Platform
* LinkedIn Sales Navigator
* Event Marketing Management
* Industry Sponsorship Marketing Management
* Understands marketing project management process, workflow, and routing between client, brand and stages of creative production.
* Excellent oral and written communication skills
* Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint
Education and/or Experience:
* A Bachelor's degree in marketing, journalism, or related field
* 8-10+ years of marketing experience
Certificates, Licenses, Registration: N/A
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 $90,000 to $126,000. 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.
$90k-126k yearly 19d ago
Financial Consultant
Empower Retirement 4.3
Remote
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Financial Consultant - Retirement Plan Advisory Team (RPAT), you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers' retirement savings goals, such as 401K and IRA products.
At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific metric-related goals set by Empower.
What you will do:
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals
Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer's relationship with Empower
What you will bring:
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
What will set you apart:
Previous experience with inbound and/or phone-based consultation
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team goals
This position can be done remotely.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#LI- Remote
#PJFC
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$52,000.00 - $64,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-31-2026
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$52k-64k yearly Auto-Apply 11d ago
Franchise Business Coach
Empower Brands 4.3
Remote
We are seeking a Franchise Business Coach who will partner with franchise owners to help them grow, scale, and succeed. This role will focus on supporting owners as they ramp up their businesses by providing coaching, training, and guidance in operational, sales, and technical areas.
The ideal candidate will bring a mix of business acumen and industry knowledge, with a proven ability to help service-based businesses achieve stronger results. This position plays a key role in ensuring franchisees adopt best practices, drive revenue growth, and strengthen both technical and operational capabilities across the network.
Responsibilities:
Coach franchise owners, especially new owners, on business planning, ramp-up strategies, operational excellence, and overall business growth.
Deliver training and support in core areas of the business, which may include operational best practices, b2c sales, irrigation systems, seasonal services, or other areas of expertise.
Conduct on-site and virtual visits with owners to identify growth opportunities, evaluate needs, and provide actionable feedback.
Lead and support regional and network-wide training programs for owners, managers, and technicians.
Partner with internal teams and vendors to align on systems, pricing models, and brand standards.
Serve as a resource for point-of-sale (POS) training, reporting, and operational optimization.
Continuously improve tools, processes, and training resources to help owners and their teams achieve stronger results.
Qualifications:
Proven experience in one or more of the following areas:
Business coaching, or leading service-based businesses to growth.
Irrigation industry (installation, maintenance, troubleshooting, or seasonal services).
Demonstrated ability to train, mentor, or coach others to success.
Strong communication and facilitation skills, both in-person and virtually.
Collaborative and adaptable, with the ability to work effectively in a fast-paced environment.
Comfort with technology, operational systems, and field service tools.
Ability and willingness to travel up to 40%.
Preferred Qualifications:
Experience supporting or working within a franchise model.
Business or horticulture degree, or equivalent field/industry experience.
Background in sales performance and driving revenue growth.
Technical certifications such as CIT (Certified Irrigation Technician), CLIA Certified Landscape Irrigation Auditor, or CIC (Certified Irrigation Contractor) are beneficial, but candidates with strong business coaching or industry experience are also encouraged to apply.
Key Attributes for Success:
Confident coach, communicator and facilitator.
Hands-on problem solver who thrives in the field and with people.
Flexible, adaptable, and motivated to support both business and technical success.
Passion for helping others grow and build profitable, sustainable businesses.
WHO WE ARE:
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
The Senior Solutions Architect provides technical leadership and designs complex solution architectures that support business strategy and streamline technology-enabled workflows. This role partners closely with business owners, product, data, and engineering teams to document current-state systems and design scalable, resilient, and secure cloud-based solutions. This position focuses on emerging technologies, including AI, Generative AI, and machine learning, and guides solutions from research and analysis through architecture, delivery support, and operational readiness.
What you will do:
Lead discovery with business and technology partners to understand objectives, constraints, current-state systems, and integration points.
Document current-state architecture and define target-state designs including system context diagrams, component designs, integration patterns, and data flows.
Design and modernize applications into cloud-compatible or cloud-native architectures using microservices, serverless, and event-driven patterns where appropriate.
Create strategies, roadmaps, and migration designs for transitioning applications and data workloads to cloud platforms.
Design AI and ML-enabled solutions, including model integration into products and business processes, and patterns for scalable inference and low-latency serving where needed.
Design Generative AI solution patterns, such as retrieval-augmented generation, tool and API integration, prompt and context management, and evaluation approaches.
Define reference architectures for AI platforms and enabling capabilities, such as data pipelines, feature and embedding generation, vector storage, model endpoints, and integration with enterprise APIs.
Establish best practices for MLOps and AI operations, including model versioning, deployment, monitoring, drift detection, incident response, and cost management.
Incorporate security-by-design practices into architectures, including identity and access controls, encryption, secrets management, secure networking, and audit logging.
Partner with governance and risk stakeholders to ensure responsible AI considerations are incorporated, including privacy, explainability, safety, compliance, and model risk controls as applicable.
Drive alignment and adoption of proposed solutions by clearly communicating tradeoffs, risks, and value and obtaining stakeholder alignment and governance approvals. Selling means internal alignment and decision support, not external pre-sales.
Support teams responsible for testing and validation and help triage and resolve design-related issues found during development, UAT, or production.
Perform other duties as assigned
What you will bring:
Bachelor's degree in Computer Science, Information Systems, Engineering, Mathematics, Business, or equivalent practical experience.
5+ years of experience in agile software delivery environments with increasing architecture and design responsibility.
Demonstrated experience designing distributed systems using microservices and or serverless patterns.
Experience designing and integrating AI and ML capabilities into applications, including model serving considerations and data dependencies.
Experience with one or more languages such as Java, Python, Node.js, or Scala.
Experience with data persistence technologies across SQL and NoSQL.
Experience with at least one major cloud provider, AWS, Azure, or Google Cloud, and core cloud design patterns.
Working knowledge of CI/CD pipelines and DevOps practices, including automated testing and deployment automation.
Strong communication skills and ability to translate business needs into clear technical direction.
What will set you apart:
Hands-on experience with GenAI and LLM solutions, including retrieval-augmented generation, embeddings, evaluation, and production monitoring.
Experience with AI and ML platforms or services, such as AWS SageMaker, Amazon Bedrock, Azure AI, Azure OpenAI, or Google Vertex AI.
Infrastructure-as-Code experience, such as Terraform or CloudFormation.
Container and orchestration experience, such as Docker and Kubernetes, and cloud container platforms like ECS or EKS.
Experience with vector databases and search technologies and associated indexing and retrieval patterns.
Experience with enterprise observability, including centralized logging, tracing, metrics, alerting, and operational readiness.
Database and procedural development experience, including PL/SQL, and strong data modeling concepts.
Familiarity with responsible AI practices, governance controls, and security considerations specific to AI systems.
This is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this . You may be required perform other duties that are not included on this . The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$125,400.00 - $181,875.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-17-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$125.4k-181.9k yearly Auto-Apply 4d ago
Director, Sales Marketing - Remote
National Financial Partners Corp 4.3
Chicago, IL jobs
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:
As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting.
Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process.
Essential Duties and Responsibilities:
* Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada.
* Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams.
* Strategic owner of sales marketing campaigns, including:
* Oversee and track full portfolio of campaigns and ongoing measurement of impact.
* Go to market strategy development
* Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach
* Identify KPIs
* Collaboration with brand and digital marketing for the development of campaign assets and deliverables.
* Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM
* Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams.
* Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions.
* Lead the marketing plan for joint sales initiatives between NFP and Aon, Connected Value.
* Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing.
* Support of the sales and marketing tech stack, and how to optimize usage of tools
* Support integrated sales campaigns partnering with corporate development teams.
* Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns.
* Manage and coach the sales marketing manager, who will report directly into this role.
Knowledge, Skills, and/or Abilities:
* Understanding of the sales process and stages of the buyer's journey.
* Marketing plan/strategy/timeline development
* Previous Experience with These Tools or Similar Equivalent:
* Salesforce CRM
* Pardot - Marketing Automation Platform
* SalesLoft - Sales Engagement Platform
* LinkedIn Sales Navigator
* Event Marketing Management
* Industry Sponsorship Marketing Management
* Understands marketing project management process, workflow, and routing between client, brand and stages of creative production.
* Excellent oral and written communication skills
* Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint
Education and/or Experience:
* A Bachelor's degree in marketing, journalism, or related field
* 8-10+ years of marketing experience
Certificates, Licenses, Registration: N/A
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 $90,000 to $126,000. 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.