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NFP Ventures jobs - 145,875 jobs

  • Director of Business Development (Remote)

    NFP Corp 4.3company rating

    NFP Corp job in Chicago, IL or remote

    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: ******************** Director - Business Development Main Job Tasks and Responsibilities Perform external wholesaler activities through insurance brokers and financial advisors nationwide representing Executive Life Solutions (ELS) products. ELS is a division of NFP Executive Benefits. Key Competencies Communication skills - written and verbal Planning and organizing Problem assessment and problem solving Attention to detail and accuracy Flexibility Adaptability Benefit plan knowledge Sales and closing skills Presentation skills Business development Areas of Focus Work to develop sales of guaranteed issue term, universal and indexed universal life insurance through brokers and advisor partners Generate sales Develop a business plan to maximize market share and growth Present ELS products and services to financial advisors knowledgeably and effectively sothat they can clearly identify the benefits of theproducts relative to their competitors Provide advisors with technical information, including a strong knowledge of the competitive landscape,financial markets and industry related topics Work closely and communicate effectively with Sales Management Drive a full schedule of appointments Utilization of our contact management system (Salesforce) for activity Manage travel and expense budget to assigned amount Represent the complete offering of ELS products and services Acquire new lead sources and customers Lead all aspects of the sales process Ensure a seamless transition of customer responsibility to account management team Expectations Achieve assigned sales quota Meet assigned expectations for profitability Achieve new account acquisition targetstle Work with NFP sales and marketing staff to develop strategy Maintain pipeline of activity in Salesforce Complete required training and development objectives within the assigned time frame Knowledge, Skills and Abilities Strong Communication skills 5+ years of related sales and industry experience College Degree Preferred State Life, Health Insurance license LTC License preferred but not required Requires in-depth knowledge and experience Understands key business drivers; uses knowledge of best practices and the competition to improveprocesses and procedures Experience with Salesforce and Concur strongly preferred Must be detail oriented with strong organizational and time-management skills Reliable with a sense of urgency and initiative; proactive vs. reactive Curiosity to ask the right questions to uncover client needs Collaborative team player, able to work with and through others Proficient in computer skills-Microsoft Word, Excel & Outlook 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 $89,000 - $121,000. 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. #J-18808-Ljbffr
    $89k-121k yearly 6d ago
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  • Global HR Operations Leader

    NFP 4.3company rating

    NFP job in New York, NY or remote

    Who We Are: We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up. Summary: The HR Operations & Services Leader is a pivotal role that blends strategic leadership with hands-on execution. This position ensures the seamless delivery of global HR services and leads the design, implementation, and ongoing optimization of HR systems - most notably the company's new Workday platform. The role strengthens operational excellence across payroll, benefits, data integrity, HR services, and compensation, while shaping the company's digital HR infrastructure. Reporting to the Chief People Officer, this leader serves as a critical link between HR, IT, Finance, and business stakeholders to ensure HR technology, workflows, and service delivery models align with organizational needs and support data-driven decision-making. The ideal candidate brings a balanced mindset - capable of setting strategy while rolling up their sleeves to execute - along with deep operational expertise and experience leading Workday or other enterprise HRIS implementations in global, fast-paced environments. This role is open to remote work What You'll Do: Drive HCM Implementation, Optimization & Governance Lead the full lifecycle of Workday implementation and ongoing optimization, from design and configuration through testing, deployment, and continuous improvement. Serve as the Workday subject matter expert and hands-on owner of system architecture, configuration, data migration, integrations, and enhancements. Build and maintain strong governance practices, including change management, release management, security roles, data quality, and documentation standards. Use Workday to modernize and simplify HR operations-improving workflows, increasing self-service adoption, and elevating the employee and manager experience. Identify manual processes ripe for automation and deploy solutions that improve efficiency and reduce operational risk. Partner with HR, IT, Finance, and business leaders to ensure system design supports operational needs, compliance requirements, and future organizational growth. Oversee and optimize core Workday modules-including HCM, Absence, Benefits, Compensation, Talent, Payroll, and Integrations-to ensure they meet evolving global needs. Strengthen Global HR Operations & Service Delivery Build and scale global HR service delivery models, ensuring consistency, compliance, and high‑quality support. Oversee core HR administration processes, including onboarding/offboarding, data management, employee lifecycle transactions, and case/ticket management. Lead process design for an integrated organization and continuous improvement initiatives aligned with business needs and regulatory requirements. Oversee Global Compensation & Total Rewards Operations Manage the operational side of global compensation, including pay structures, salary ranges, benchmarking, and data integrity within Workday. Partner with Total Rewards to support compensation cycles, reviews, and governance. Lead Global Payroll & Benefits Operations Oversee end-to-end global payroll and benefits operations across the USA, Canada, and the UK, ensuring accuracy, compliance, strong controls, and seamless coordination with Finance. Ensure strong vendor management, compliance, and accurate, timely payroll delivery. Build, Lead & Develop a High‑Performing Global Team Lead a team responsible for HR systems, HR services, and HR operations across multiple countries. Coach and mentor team members, instilling accountability, collaboration, and continuous improvement. What You'll Need: Bachelor's degree in HR, Business, or related field (Master's preferred). 10+ years of progressive HR operations experience, with at least 5 years leading global HR operations or HRIS functions. Hands‑on experience with Workday implementation and/or management strongly preferred; experience with other HRIS platforms (e.g., SAP SuccessFactors, Oracle, ADP) also valuable. Proven ability to lead system deployments, integrations, releases, and architecture decisions. Strong understanding of global HR processes, compliance, employment laws, and payroll/benefits frameworks within the USA, Canada and the UK Demonstrated success building scalable HR workflows, shared services, and data governance programs. Excellent analytical skills with the ability to translate data into insights and decisions. Exceptional communication and stakeholder‑management skills across technical and non‑technical audiences. Experience managing HR operations across multiple countries. A mindset that balances strategic thinking with a willingness to roll up your sleeves. 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 $180,000 - $200,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire and You... Better Together! Wealthspire is an inclusive Equal Employment Opportunity employer.
    $180k-200k yearly 44d ago
  • Ultrasound Tech

    Memorial Health 4.4company rating

    Clinton, IL job

    Min USD $34.34/Hr. Max USD $53.23/Hr. Performs Echocardiographic procedures to assist in the diagnosis of heart disease according to established standards on neonates, infants, pediatrics and adults. This position also requires the ability to perform other diagnostic procedures including stress testing. This is a PRN position. Qualifications Education: Licensure/Certification/Registry: Active RDCS certification required, or registry eligible. Must obtain RDCS within 1 year of hire per Intersocietal Commission for the Accreditation of Echocardiography Laboratories (ICAEL). Healthcare Provider or Instructor BLS certification required within 30 days of hire. Experience: Three to five years of experience in echocardiography preferred. Other Knowledge/Skills/Abilities: Outstanding verbal, written and organizational skills. Responsibilities Maintain knowledge of sectional anatomy & select the proper technical factors and imaging modes in order to in order to produce high quality images, along with positioning the patient and equipment. Review images for quality before completion of exam. Obtain and utilize pertinent medical history to obtain optimum exams, and communicate with pertinent medical professionals. Coordinate echocardiographic procedures with appropriate departments and personnel. Ensure exams are completed in a prompt manner, from receipt of requisition to interpretation. Utilize effective patient care and communicate skills to obtain optimum patient rapport. Monitor patient condition and take appropriate action to ensure continuity of patient care. Respond promptly to STAT requests, and perform sonograms within the time frame required for optimum imaging. Function in other sections of the Cardiology Department as requested. Perform clerical tasks, which include scheduling exams and faxing results. Review and recommend equipment/supply purchases Maintain adequate inventory supply in work area. Performs other related work as required or requested. The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be requested to perform tasks other than those specifically presented in this description.
    $34.3-53.2 hourly 13d ago
  • Consumer Protection / Litigation Attorney

    Lexington Law Firm 4.8company rating

    Scottsdale, AZ job

    *Lexington Law Firm* For more than two decades, Lexington Law Firm has lead the credit repair industry as we fight for every client's legal right to a fair, accurate, and substantiated credit profile. We have represented millions of clients nationwide. *Consumer Rights / Litigation Attorney* Lexington Law Firm seeks a friendly and driven attorney with extensive litigation to assist in developing a federal consumer rights litigation practice within the firm. Experience in FCRA, FDCPA, TCPA, debt defense, debt negotiation, or other consumer rights litigation is preferred. This role will report directly to the CEO. This is a senior level position which requires the ability to navigate the intersection of law, business, and technology to create a scalable consumer protection practice. We have the clients and the infrastructure, you bring the consumer rights litigation experience and ingenuity. Work/life balance is central. No billable hours. No weekends. Open PTO. Health/Vision/Dental/401k. Competitive salary plus bonus pay. Hybrid work schedule (currently Monday & Friday WFH). Best of all, work with some of the best people you'll ever meet in a fun and engaging environment! Active bar licensure required. You must be able to work in-office Tuesday through Thursday in either our Scottsdale, AZ or Salt Lake City, UT office. Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Health savings account * Life insurance * Paid time off * Parental leave * Professional development assistance * Vision insurance License/Certification: * law license (Required) Work Location: Hybrid remote in Scottsdale, AZ 85258
    $75k-120k yearly est. 9h ago
  • Team Lead Physician Billing

    L.E. Cox Medical Centers 4.4company rating

    Springfield, MO job

    :The CMG Financial Services Team Lead serves as the liaison between the CMG Financial Services Department supervisor and staff. The Financial Services Team Lead will assist with education, training and coverage in various areas, ensuring that all team members are following departmental policies, goals, and workflows. The CMG Financial Services Team Lead will communicate with coders, insurance specialists, audit and compliance, and various other departments regarding billing and financial information. Education: ▪ Required: High School Diploma or Equivalent Experience: ▪ Required: 1 year of customer service or financial services experience ▪ Preferred: 2 years of experience in customer service, financial services, leadership, or administrative support Skills: ▪ Excellent verbal and written communication skills ▪ Able to work independently and collaboratively in teams ▪ Proficient Computer skills ▪ Medical Terminology and Insurance Claim/AR Follow-up Licensure/Certification/Registration: ▪ N/A
    $35k-61k yearly est. 48d ago
  • Electronic Drawing Technician

    Memorial Health 4.4company rating

    Jacksonville, IL job

    Min USD $25.72/Hr. Max USD $39.86/Hr. The Drawing Technician supports the Facilities Design & Construction team by producing, managing, and maintaining accurate architectural and engineering documentation for our healthcare campuses. This role is essential to ensuring our project managers, architects/engineers, and clinical partners have reliable drawings and space information to support renovations, compliance, and long-term planning. The Drawing Technician will work with AutoCAD and Revit daily in a dynamic environment where accuracy, organization, and responsiveness are critical. Embodies the Memorial Health System Performance Excellence Standards of Safety, Courtesy, Quality, and Efficiency that support our mission, vision and values. Qualifications Two year technical school degree in CAD Design and Drawing. Licensure/Certification/Registry: Experience: • Training and experience with Revit. Proficient in AutoCAD and Revit. • Project Management experience preferred. a plus • Experience in Building Information Modeling (BIM) • Background in Healthcare design or understanding of Healthcare operations is a plus • Experience in BlueBeam a plus Other Knowledge/Skills/Abilities: • Strong understanding of design and construction methods and principles • Understanding of building codes (understanding of Healthcare building codes is a plus) • Strong verbal and written communication skills is necessary to effectively exchange information with project teams and stakeholders • Strong organizational skills, attention to detail, and file management Responsibilities 1. Manage and organize all electronic drawing files, hard copies, blueprints, and "as-built" files, ensuring they are complete and up-to-date after project completion. 2. Works with outside vendors to revise electronic drawing files for new projects and to represent "as-built" situations. 3. Provides to-scale plots of any drawing files. 4. Help improve CAD/Revit templates, block libraries, and drawing workflows. 5. Maintain a structured archive of drawings, models, and building documentation for multiple facilities. 6. Oversee documentation version control, file naming conventions, and digital folder organization. 7. Gathers field dimensions and other data necessary to complete drawing projects. 8. Embodies the Memorial Health System Performance Excellence Standards of Safety, Courtesy, Quality, and Efficiency that support our mission, vision and values: • SAFETY: Prevent Harm - I put safety first in everything I do. I take action to ensure the safety of others. • COURTESY: Serve Others - I treat others with dignity and respect. I project a professional image and positive attitude. • QUALITY: Improve Outcomes - I continually advance my knowledge, skills and performance. I work with others to achieve superior results. • EFFICIENCY: Reduce Waste - I use time and resources wisely. I prevent defects and delays. 9. Works with Facilities and Engineering staff to gather data necessary to document existing building systems on electronic drawing system. 10. Maintain drawing standards to ensure consistency across all project documentation. 11. Works with Facilities leadership to develop format to document existing building systems on electronic drawing system. 12. Provides assistance to Facilities Project Managers for dimensions and information necessary to complete construction projects. 13. Works with outside vendors to maintain existing hardware and software that is unique to the electronic drawing system- includes coordinating vendor installation of new and updated hardware and software with Information Systems staff. 14. Maintains records for space planning and adjust cost center information for reporting off of electronic drawing system. 15. Coordinates with finance department to change cost center information related to the electronic drawing program. 16. Conduct Site inspections to take and confirm measurements, document existing conditions and gather other field data necessary to maintain space planning and existing building drawings and documentation 17. Manages access for MHS staff for online systems related to the electronic drawing system. 18. Develop space test fits, blocking diagrams, and early-stage conceptual plans that explore multiple layout options. 19. Translate meeting notes, stakeholder feedback, and functional requirements into clear visual plans that support decision-making. 20. Work collaboratively with project managers to refine layouts, explore alternatives, and adjust plans based on clinical workflows, building infrastructure, equipment needs, and regulatory guidelines. 21. Performs other related work as required or requested. The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be requested to perform tasks other than those specifically presented in this description.
    $25.7-39.9 hourly 13d ago
  • Patient Care Tech

    Memorial Health 4.4company rating

    Carlinville, IL job

    Min USD $16.77/Hr. Max USD $25.99/Hr. Full time Night shift, 6:45pm - 7:15 am Every other weekend Support patients with a broad range of acuity. As a Patient Care Technician (PCT) on the 5B Urology and Nephrology unit at Springfield Memorial Hospital, you'll help patients who need kidney related treatment. From mobility support to monitoring vital signs, you'll play a key role in recovery and healing on a unit that values teamwork, precision and compassion. Qualifications Who We're Looking For: A reliable and compassionate caregiver who is detail-oriented, responsive and committed to delivering excellent care in a specialized cardiac setting. Education, Licensures & Certifications: One of the following is required: Certified Nurse Assistant (CNA) Enrollment in nursing school with one (1) semester of clinicals completed Two (2) years of relevant experience in a nursing assistant role CPR certification required or obtained during onboarding Experience: Experience in acute care preferred Strong observational skills and ability to respond quickly to changes in patient condition Responsibilities Key Responsibilities: Provide direct care aligned with patient safety and comfort standards Assist with ambulation, nutrition, hygiene and toileting support Document interventions, observations and patient responses accurately Prepare patients for cardiac monitoring and procedures as directed Maintain a clean and organized care environment in collaboration with the team What You'll Do: Assist patients with hygiene, mobility, feeding and toileting needs with care and dignity Monitor and document vital signs, blood glucose levels, intake/output and patient observations Support cardiac care protocols by preparing patients for tests, procedures and treatments Respond promptly to patient call lights, ensuring comfort and safety Collaborate with nurses and providers to maintain a clean, organized and efficient unit Why Join Us? At Memorial Health, we invest in your professional development, well-being and career growth with: Paid Time Off (PTO) Medical, dental and vision insurance 401(k) retirement plan Flexible spending accounts Continuing education opportunities Life insurance and voluntary benefits Mental health services Employee Assistance Program Adoption assistance Local and national discounts Location: This position is based at Springfield Memorial Hospital in Springfield, IL, part of Memorial Health's network of care.
    $16.8-26 hourly 2d ago
  • Head of Systematic Futures Team

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies. 5+ years of experience in researching and trading quantitative futures based strategies. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Proven leadership experience in managing a team of quantitative researchers. Strong quantitative skills. Proficiency in Python. Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr
    $110k-190k yearly est. 2d ago
  • Cardiac Echo Tech

    Memorial Health 4.4company rating

    Cerro Gordo, IL job

    Min USD $34.34/Hr. Max USD $53.23/Hr. Performs Echocardiographic procedures to assist in the diagnosis of heart disease according to established standards on neonates, infants, pediatrics and adults. This position also requires the ability to perform other diagnostic procedures including stress testing. This is a PRN position. Qualifications Education: Licensure/Certification/Registry: Active RDCS certification required, or registry eligible. Must obtain RDCS within 1 year of hire per Intersocietal Commission for the Accreditation of Echocardiography Laboratories (ICAEL). Healthcare Provider or Instructor BLS certification required within 30 days of hire. Experience: Three to five years of experience in echocardiography preferred. Other Knowledge/Skills/Abilities: Outstanding verbal, written and organizational skills. Responsibilities Maintain knowledge of sectional anatomy & select the proper technical factors and imaging modes in order to in order to produce high quality images, along with positioning the patient and equipment. Review images for quality before completion of exam. Obtain and utilize pertinent medical history to obtain optimum exams, and communicate with pertinent medical professionals. Coordinate echocardiographic procedures with appropriate departments and personnel. Ensure exams are completed in a prompt manner, from receipt of requisition to interpretation. Utilize effective patient care and communicate skills to obtain optimum patient rapport. Monitor patient condition and take appropriate action to ensure continuity of patient care. Respond promptly to STAT requests, and perform sonograms within the time frame required for optimum imaging. Function in other sections of the Cardiology Department as requested. Perform clerical tasks, which include scheduling exams and faxing results. Review and recommend equipment/supply purchases Maintain adequate inventory supply in work area. Performs other related work as required or requested. The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be requested to perform tasks other than those specifically presented in this description.
    $34k-54k yearly est. 13d ago
  • Financial Consultant

    Manning & Napier 4.2company rating

    Ohio job

    As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be based in Cleveland, OH. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events Work with the advisory team to implement investment plans and coordinate adjustments Monitor client investment portfolios and performance Communicate insights for clients regarding essential contributors and detractors Advise high net worth clients as needed and consult mid-market institutional clients Coordinate the creation of detailed wealth management plans for individuals Organize the creation consulting reports for institutions Help present plans to clients effectively and clearly Actively seek new business opportunities Develop essential knowledge of our financial planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce) Participate in regular internal meetings Work on a schedule that best suits client needs Qualifications Bachelor's degree or higher 5+ years' relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record of achieving new business a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.
    $75k-150k yearly Auto-Apply 5d ago
  • Career Coach (Part-time/Contract/US Remote)

    Springboard Enterprises 3.9company rating

    Remote job

    The Company At Springboard, we're on a mission to bridge the world's skills gap, offering transformative online education in data science, UI/UX design, machine learning, and coding. Our courses may be tech-enabled, but we're ultimately human-centric: each student taps into a vast community throughout their time with us, engaging with fellow students, industry-expert mentors, student advisors, and career coaches, the goal of which is to successfully transition students into their dream job. Through this hybrid approach, we've helped thousands of learners revamp their careers and, by extension, their lives, with hundreds of top-notch job offers received every year and a near-perfect placement rate for our program graduates. The Opportunity Career Success plays a key role in executing on our mission: our personalized approach has given thousands of people access to more relevant roles. As a Career Coach, you will work 1:1 or in groups with Springboard students on all aspects of their job search and career goals, to produce great career outcomes for all Career Track graduates. Working closely with a dynamic and empathetic Career Success team, you'll play a significant role in each student's journey as you support them in revamping their careers and, by extension, their lives. You must be available to offer a minimum of 12, and no more than 25 hours of coaching time a week. Note that the range of 12-25 hours only includes coaching calls, and does not include any additional admin-related work and is billed separately. While the hours you provided are at your discretion and may include weekend hours, it is important to consider how the demographics of our students (full-time working, families, etc) impact their scheduling needs, which can in turn impact how your hours get booked. Responsibilities: Provide 1:1 and/or group career coaching regarding job search in technical fields with students in a high-volume, online, coaching environment Respond promptly and supportively to student career concerns and questions via email and to manager's inquiries about students' progress Track outcomes of coaching calls via our student CRM, providing detailed notes and information that evaluate risk factors, track success, and predict future performance as outlined in the resources and protocols by the Springboard Career Success Team. Implement effective coaching strategies to ensure that students are competitive candidates to land a job within their support window including staying up to date on current trends in technical hiring and job search tactics that work Hold students accountable to the policies designed to ensure we are meeting placement rate goals and the integrity of our Job Guarantee program. Support career curriculum and resource development as needed; support development of career webinars and owning administration and facilitation of them Escalate and develop intervention plans for students of concern Attending weekly/monthly meetings/training is strongly encouraged and, at minimum, the expectation is to review recordings of missed meetings and training to stay up to date on changes at Springboard, team and coaching updates, etc. You bring: 2+ years' experience in coaching, advising, or workforce/employee development in a 1:1 capacity, specifically supporting individuals' job search and career goals for technical roles Comfortability with and ability to coach from both an empathetic and accountable perspective Knowledge of the hiring process and how to conduct an effective job search in tech A track record of producing measurable results, meeting deadlines, and balancing multiple priorities and constituencies; you are proactive, agile, and flexible Knowledge and willingness to learn new technology and systems (e.g., Hubspot, LMS, Zoom, Google Docs/Slides) Outstanding customer service mentality and strong attention to detail (in recording student progress and following up on questions). Strong communication skills, especially in listening, coaching, advising, and large group presentations, and the ability to build rapport and credibility with students and colleagues across the company Bonus Point if you have: Formal coaching education through courses or certifications Knowledge of working with job seekers with various visas and work authorization requirements Knowledge of working within Canadian job market contexts Knowledge of the hiring process and how to conduct an effective job search in tech Knowledge of the software engineering, cybersecurity, data analytics, data science, design, and tech sales fields and their recruiting/hiring practices Pay is $24 per hour for the first year. If you are an enthusiastic and dedicated professional who is eager to contribute to the growth and development of our students, we invite you to apply and join our team of passionate Career Service Professionals. Together, we'll help bridge the world's skills gap! We are an equal opportunity employer and value diversity at our company. We welcome applications from all backgrounds, and do not discriminate on the basis of race, religion, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Privacy Rights Notice for Job Applicants Under the California Consumer Privacy Act (“CCPA”), Springboard is required to inform California residents who are job applicants about the categories of personal information we collect about you and the purposes for which we will use this information. This notice contains disclosures required by the CCPA and applies only to personal information that is subject to the CCPA.
    $24 hourly Auto-Apply 60d+ ago
  • Pharmacy Technician Trainee

    Memorial Health 4.4company rating

    Delavan, IL job

    Min USD $17.14/Hr. Max USD $26.56/Hr. Under the direct guidance and supervision of a licensed Pharmacist(s), and following all Federal and State regulations, prepares and distributes medications and maintains drug inventory and patient record. Qualifications Education: High School diploma/GED or current enrollment in High School/GED program required. Licensure/Certification/Registry: Possesses a current State of Illinois Technician license or is able to obtain such license within 60 days of application. Applicants may not begin work without proof of licensure application, either electronic (Web) verification or hard copy of application. Pharmacy Technician Certification through the Pharmacy Technician Certification Board-(PTCB) or the Exam for the Certification of Pharmacy Technicians (ExCPT) is required by the second pharmacy technician license renewal except for: Pharmacy technicians who obtained initial licensure prior to January 1, 2008. Pharmacy students enrolled in an accredited school of pharmacy. Prior pharmacy training preferred Experience: Demonstrates excellent oral and written communication, problem solving, basic math, and customer relations skills. Demonstrates basic computer knowledge, with the ability to operate keyboard and mouse to access and store information into an electronic database. Ability to push, pull, and transport up to 50 lbs. and stand/walk for long periods of time. Responsibilities Assists the pharmacist in filling medication orders including orders for IV admixtures, surgical kits, compounded orders, or floor stock. Complies with all Federal, State, or other regulatory requirements as they relate to drug control, drug storage, drug dispensing or drug returns. Monitors medication stock levels and advises appropriate pharmacy staff of depletion or low levels of critical medications and supplies. Adheres to all necessary State, Federal (USP) sterility requirements in preparation of sterile products. Delivers medications in a timely manner, placing patient needs first. Utilizes pharmacy computer program / software to generate labels, post charges and issue credits, run reports, and enter patient specific information. Complies with all department, State and Federal requirements for completing appropriate online and paper records and reports for historical and auditing purposes. Serves as a back-up for other areas within the unit or department, especially during times of special needs or staff absences. Performs other related work as required or requested. Occupational Hazards: Potential for exposure to infectious patients and materials, though rare. Potential for exposure to hazardous and toxic substances including chemotherapy, cytotoxic drugs, and cleaning solutions. Potential for sticks or cuts by needles and other sharp, potentially contaminated items. Potential for musculoskeletal injuries if proper lifting and carrying techniques are not used.
    $17.1-26.6 hourly 12d ago
  • COBRA Support Specialist (remote)

    NFP 4.3company rating

    NFP job in Northampton, MA or remote

    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: ******************** American Benefits Group (ABG) is one of the nation's leading employee benefit solution providers for Consumer Directed Health accounts, COBRA and Direct Billing services. Over the course of the past 30 years we have grown considerably and we are looking to grow our team even further. We are transforming the benefits administration industry with empowering technology and a world class customer service experience. Come join us and be a part of a team of outstanding individuals working towards building benefit solutions and creating great futures. Every employee at ABG maintains a laser focus to exceed client expectations every day. Our people are what make us successful and we are looking for qualified candidates to join our team as a COBRA Support Specialist. The COBRA Support Specialist plays a key role as the first point of contact with ABG for many of our clients, brokers and participants. Summary: The COBRA Specialist supports and services COBRA & Direct Billing participants, as well as clients and brokers by providing COBRA Administration in accordance with federal COBRA regulations. This position is perfect for you if you enjoy helping others. We're looking for someone who loves solving problems and creating long term customer relationships. This is a great opportunity if you care deeply, genuinely and passionately about customer support and about the role it plays in making a customer-centric team successful. This is a full-time opportunity working a fully remote schedule. The work schedule is M-F from 8:30am-5pm (EST preferred). Essential Duties and Responsibilities: Customer Support Punctually logs in at their assigned phone shift and maintains available status outside of breaks and lunches. Promptly answers incoming calls and e-mails to provide support to clients, brokers, and participants Accurately & confidently explains COBRA to clients, brokers and participants, including COBRA notices, timelines, payments, reporting and coverage. Assist clients, brokers and participants with navigating the COBRA & Direct Billing Portal and Mobile App Remains familiar with reporting functionality and assists clients and brokers with running and interpreting reports in the COBRA & Direct Billing Portal. Document all interactions in the phone system & COBRA & Direct Billing Portal immediately after calls & emails Keeps organized notes of calls requiring follow-up and takes ownership until resolution is reached Maintain a strong working knowledge of COBRA and stay current with law and regulation changes Confidently handles complex issues and collaborates with other team members to come to the best resolution Tactfully addresses sensitive participant matters. Documents urgent reinstatement requests according to department procedure and timely follows up on requests as stated until completed. Consistently follows-through and follows-up on requests until resolved Take initiative to use available resources to problem-solve and escalate when appropriate Appropriately redirect calls and emails to other departments as needed Assumes other duties as assigned by Manager Ensure privacy by following all security and HIPAA guidelines Processing Changes Timely process requests from participants according to department procedures in the COBRA & Direct Billing Portal, including COBRA elections Removing Dependents Dropping Coverage Life Events Updating direct billing accounts Timely process requests from clients and brokers according to department procedures in the WEX Health COBRA, including: Contact changes Adding/removing subsidies Reporting requests Make good use of available templates and resources to efficiently handle incoming requests. Engage productively with other team members to encourage and maintain an up building environment Ability to work effectively with various individuals and multi-task Ability to make decisions utilizing sound judgment Assumes other duties as assigned by Manager Some of the core behaviors our ideal candidate will demonstrate are: Communicating complex issues clearly and simply Proactive follow-up Delivering legendary customer service Relentless about improvement The core competencies of this position are: Customer Support Membership Changes CORE VALUES ABG is passionate about maintaining a strong team environment that allows us to have a supportive internal community of support and achievement. Some of our non-negotiable core values are: Display a positive attitude Team-player Flexible and adaptable Problem-solver Attention to detail Takes ownership & pride in assigned tasks Qualifications and Experience 6-12 months of direct COBRA Administration experience Experience with Direct Billing preferred Experience with WealthCare COBRA Platform strongly preferred Experience with RingCentral preferred Track record as an enthusiastic team player with proven ability to prioritize, multi-task A passion to make customers and coworkers feel important and valued Must be able to cope in fast-paced environment managing sensitive, confidential issues Proficient PC Skills including Microsoft Suite (Microsoft Office, Excel, Outlook, Sharepoint, Teams) Preferred Skills - Not a requirement Bilingual, Spanish 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 $40,000.00 - $50,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
    $40k-50k yearly 58d ago
  • Director, Sales Marketing - Remote

    NFP Corp 4.3company rating

    NFP Corp job in Chicago, IL or remote

    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 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. #J-18808-Ljbffr
    $90k-126k yearly 6d ago
  • Personal Risk Sales Advisor (East Coast Remote)

    NFP 4.3company rating

    NFP job in Rehoboth Beach, DE or remote

    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: The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. The Client Advisor is responsible for generating new business opportunities and driving sales within the insurance sector. This role involves identifying potential clients, understanding their insurance needs, and offering tailored insurance solutions to meet those needs. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long lasting relationships with agency partners, company leadership and staff. This is a full-time role offering a remote option for those on the East Coast (who can accommodate reasonable travel to our office when required) and who have established Personal Lines/Risk sales and business development experience. Essential Duties and Responsibilities: Identify and cultivate new business opportunities through internal NFP referrals from various departments as well as external networking /COI's and other referral sources. Build and maintain strong relationships with new and existing clients to ensure long-term satisfaction and retention. Conduct thorough assessments of client insurance needs and provide tailored solutions to meet those needs. Prepare and deliver compelling sales presentations and proposals to potential clients. Stay informed about industry trends, regulations, and competitor activities to Understand various Carrier Appetites and Carrier Websites. Work closely with Carrier Underwriters to determine risk placement. Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes. Execute policy correspondence delivery per agency guidelines and procedures. Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives. Assist with special projects as assigned by management. Knowledge, Skills, and/or Abilities: Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs. Ability to work independently and anticipate client and team needs. Effective time management and decision-making skills. Strong leadership and diligent follow-through skills. Ability to negotiate and express ideas clearly in both written and oral communications. Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams. Influential presentation and public speaking abilities. Self-confident to make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Education and/or Experience: A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications More than 3 years of directly related industry sales and service experience Certificates, Licenses, Registration: Property & Casualty Broker's License required upon hire CPCU, CPRIA, CAPI 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 $50,000 - $62,000. Compensation also includes 40% net agency commission on new business. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
    $50k-62k yearly 60d+ ago
  • Electronic Drawing Technician

    Memorial Health 4.4company rating

    McLean, IL job

    Min USD $25.72/Hr. Max USD $39.86/Hr. The Drawing Technician supports the Facilities Design & Construction team by producing, managing, and maintaining accurate architectural and engineering documentation for our healthcare campuses. This role is essential to ensuring our project managers, architects/engineers, and clinical partners have reliable drawings and space information to support renovations, compliance, and long-term planning. The Drawing Technician will work with AutoCAD and Revit daily in a dynamic environment where accuracy, organization, and responsiveness are critical. Embodies the Memorial Health System Performance Excellence Standards of Safety, Courtesy, Quality, and Efficiency that support our mission, vision and values. Qualifications Two year technical school degree in CAD Design and Drawing. Licensure/Certification/Registry: Experience: • Training and experience with Revit. Proficient in AutoCAD and Revit. • Project Management experience preferred. a plus • Experience in Building Information Modeling (BIM) • Background in Healthcare design or understanding of Healthcare operations is a plus • Experience in BlueBeam a plus Other Knowledge/Skills/Abilities: • Strong understanding of design and construction methods and principles • Understanding of building codes (understanding of Healthcare building codes is a plus) • Strong verbal and written communication skills is necessary to effectively exchange information with project teams and stakeholders • Strong organizational skills, attention to detail, and file management Responsibilities 1. Manage and organize all electronic drawing files, hard copies, blueprints, and "as-built" files, ensuring they are complete and up-to-date after project completion. 2. Works with outside vendors to revise electronic drawing files for new projects and to represent "as-built" situations. 3. Provides to-scale plots of any drawing files. 4. Help improve CAD/Revit templates, block libraries, and drawing workflows. 5. Maintain a structured archive of drawings, models, and building documentation for multiple facilities. 6. Oversee documentation version control, file naming conventions, and digital folder organization. 7. Gathers field dimensions and other data necessary to complete drawing projects. 8. Embodies the Memorial Health System Performance Excellence Standards of Safety, Courtesy, Quality, and Efficiency that support our mission, vision and values: • SAFETY: Prevent Harm - I put safety first in everything I do. I take action to ensure the safety of others. • COURTESY: Serve Others - I treat others with dignity and respect. I project a professional image and positive attitude. • QUALITY: Improve Outcomes - I continually advance my knowledge, skills and performance. I work with others to achieve superior results. • EFFICIENCY: Reduce Waste - I use time and resources wisely. I prevent defects and delays. 9. Works with Facilities and Engineering staff to gather data necessary to document existing building systems on electronic drawing system. 10. Maintain drawing standards to ensure consistency across all project documentation. 11. Works with Facilities leadership to develop format to document existing building systems on electronic drawing system. 12. Provides assistance to Facilities Project Managers for dimensions and information necessary to complete construction projects. 13. Works with outside vendors to maintain existing hardware and software that is unique to the electronic drawing system- includes coordinating vendor installation of new and updated hardware and software with Information Systems staff. 14. Maintains records for space planning and adjust cost center information for reporting off of electronic drawing system. 15. Coordinates with finance department to change cost center information related to the electronic drawing program. 16. Conduct Site inspections to take and confirm measurements, document existing conditions and gather other field data necessary to maintain space planning and existing building drawings and documentation 17. Manages access for MHS staff for online systems related to the electronic drawing system. 18. Develop space test fits, blocking diagrams, and early-stage conceptual plans that explore multiple layout options. 19. Translate meeting notes, stakeholder feedback, and functional requirements into clear visual plans that support decision-making. 20. Work collaboratively with project managers to refine layouts, explore alternatives, and adjust plans based on clinical workflows, building infrastructure, equipment needs, and regulatory guidelines. 21. Performs other related work as required or requested. The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be requested to perform tasks other than those specifically presented in this description.
    $25.7-39.9 hourly 13d ago
  • Account Executive - Private Client/HNW (Remote)

    NFP 4.3company rating

    NFP job in Los Angeles, CA or remote

    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 60d+ ago
  • SVP, Wealth Advisor

    NFP 4.3company rating

    NFP job in Beachwood, OH

    Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities. For more information, visit ******************** Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families. Job Responsibilities: Lead and/or support other advisors in the management of client engagements Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.). Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.). Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.). Assist with the development of client financial plans using financial planning software and present results and solutions to clients. Monitor client investments, review performance, and suggest changes to client portfolios as appropriate. Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities. Create proposals for prospective clients. Coordinate with clients' attorneys, accountants, and other professionals as needed. Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc. Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events. Deepen existing client relationships; seek client referrals. Participate in community outreach, networking and marketing activities to drive new business opportunities. Leverage local centers of influence to extend referral network. Provide ongoing training and serve as a mentor to advisory staff. Requirements: Minimum 10+ years of wealth management experience (other or additional experience will be considered). CFP other wealth management designation highly preferred. Ability to independently manage and prioritize multiple projects. Organized, detail-oriented, and able to effectively manage task lists. Excellent written and verbal communication skills. Flexible team player who is highly adaptable to change and open to new ideas. Ability to think creatively. Reliable, follows through on commitments. Personal integrity and professional initiative. Previous supervisory experience managing teams is a plus. Strong problem-solving and influence/consensus-building skills. Strong communication and organizational skills. Ability to work through questions and concerns collaboratively Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus. Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience. Diversity, Equity, Inclusion, and Belonging at Wealthspire: Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $120,000 -$130,000, with the total comp range up to $260,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
    $120k-130k yearly 60d+ ago
  • Cardiac Catheterization Lab Technologist $29.44-45.64/hr

    Memorial Health 4.4company rating

    Girard, IL job

    Min USD $29.44/Hr. Max USD $45.64/Hr. Perform responsible technical work on patients in the Cardiac Catheterization Laboratory. Responsible for the operation of various types of equipment and apparatus in providing assistance and support to the physicians performing procedures. Responsible for the proper operation of x-ray equipment and radiation safety. Schedule Full Time, Day Shift $20,000-$40,000 Sign-on Bonus! Please schedule a call to discuss the position using my calendar: Qualifications Education: Graduate of approved School of Radiology or equivalent training (if hired before September, 1990). Licensure/Certification/Registry: Illinois Department of Illinois Emergence Management Agency Division of Nuclear Safety license required. American Registry of Radiologic Technologists certificate required. Has successfully completed a basic EKG class within one year of hire. ACLS certification required. Experience: Has a minimum of two year's experience as a Cardiac Special Procedures Tech. Other Knowledge/Skills/Abilities: Completion of radiation safety classes within 90 days of employment is required. Responsibilities Operates a variety of electrical equipment in a cardiovascular catheterization laboratory during a variety of procedures. Monitors the patient's electrocardiogram during procedures, alerts the physician of any irregular heart activity or change in pressure. Charges the patient appropriately for the procedure. Performs patient pre-procedure teaching. Obtains consent forms signed by the patient prior to the procedure. Provides education to MMC employees and/or community as needed. Prepares patient for the procedure. Acts as a circulator in the case, connect monitoring lines, check pulses, collect and set up appropriate equipment for the case. Performs as a sterile assistant, assist the physician in scrubbing and maintaining a sterile field, assist the physician with catheter and/or equipment insertion and removal. Dress and/or suture insertion site following the procedure. Set up arterial pressure line (if needed) or pull sheath and obtain hemostasis. Assists in the use of arterial closure devices. Records, interprets, and calculates various types of data collected during the procedure. Maintains equipment, corrects equipment malfunctions and reports malfunctions for repair. Instructs technologists and others in the performance of technical procedures, operations of equipment, and collection and interpretation of data. Demonstrates knowledge of the proper operation of x-ray equipment used in the Cath Lab. Monitors and is responsible for quality assurance of the x-ray equipment. Participates in the on call rotation. Collects appropriate past patient information for the physician to review. Adheres to behavioral standards. Performs other related work as required or requested.
    $20k-37k yearly est. 13d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 4d ago

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NFP Ventures may also be known as or be related to NFP Corp and NFP Ventures.