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Patient Experience Advisor (Mid-Market Accounts)
PG Forsta
Personal investment adviser job in Columbus, OH
PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
Better together:We check our egos at the door. We work together, so we win together.
Location: Remote (U.S.) or Hybrid from Chicago, Boston, or South Bend hubs
Travel: Up to 25%Our Patient Experience (PX) advisors bring deep healthcare expertise, leading best practices, and rich data-driven insights to help our healthcare clients develop a first-class strategy and effective plan to improve the patient experience of care.
The Advisor owns the day-to-day client improvement relationship and has a deep understanding of the healthcare landscape including industry trends and key challenges and priorities. Advisors partner with Press Ganey clients and work cross-functionally with internal team members to identify solutions to meet client challenges. Through alignment with our support teams, Advisors ensure that support processes are implemented timely and align with the client's PX strategy. Advisors will leverage analytics, best practices, client networking and industry programs to provide proactive insights in the support of client's decision making.
Duties and Responsibilities:
Provides day to day oversight of the client improvement strategy as well as oversee coordination of Press Ganey Support teams.
Deeply understand the unique challenges of client stakeholders face, with an equal understanding of how PG solutions and insights align to and support decision making for priorities.
Provide on-demand improvement support and proactive analytic insights to engage clients in PG's differentiating value and service. Align to thought leader and company focused initiatives.
Collaborate with thought leadership, consulting, knowledge management, marketing, data science, and internal departments to create, adapt, and drive innovation in resources including analytics, tweetables, blogs, tool kits, case studies and other externally facing insights-at-scale that are customized specifically for the COE's key stakeholder.
Aligns with Application Support Specialists to ensure that follow through is delivered in a timely manner and aligns with the overall client PX strategy.
Collaborate with product, technology, delivery and thought leadership to identify market trends and future solutions.
Coordinates regular cadence of client performance overview presentations in coordination with Managing Director.
Support and lead industry programs, online communities, webinars and events, etc., aimed at networking like clients to support Press Ganey's value proposition.
Support growth team in identifying client needs/opportunities for improvement and growth for clients in a specific PG region. Collaborate to identify and deliver best practice recommendations to provide value to the client and meet their specific needs.
Qualifications:
5+ years of experience in the healthcare field related to the improvement of the Patient Experience.
Excellent interpersonal, communications, listening, and presentation skills
Solid working knowledge of improvement methodology, best practices, and data analytics
Ability to travel up to 25%.
Ability to work in a fast-paced environment while prioritizing competing client needs
Obsession with customer experience including follow-up and problem resolution
Education:
Bachelor's degree and5years minimum ofprior relevant experiencewith healthcare patient experience improvement.
Work Model
To work #BetterTogether, we embrace a hybrid model for team members located near our hubs in Chicago, South Bend, or Boston. We gather in-office three days a week (Tuesday-Thursday), with remote flexibility on other days.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $70,000-$87,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
$70k-87k yearly 1d ago
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Remote Personal Risk Advisor
Leavitt Group 4.3
Remote personal investment adviser job
Currently For Mississippi Residents Only
More state openings to come.
Are you an entrepreneurial self-starter looking for the freedom to build your own book of business on your own terms? Pyron Group's fully remote Personal Risk Advisor opportunity is perfect for anyone seeking autonomy, flexibility, and long-term income potential.
Whether you're experienced in personal insurance or exploring a new career path in sales, this role empowers you to grow at your own pace with the support of a well-established, client-focused agency rooted in community values and service excellence.
Structure & Work Style
This role is modeled after the independent structure seen in real estate careers. You'll have the autonomy to build your business, control your schedule, and generate income through new and renewal commissions. Pyron Group will equip you with the tools, support, and resources needed to succeed. Your growth and income are self-driven, so you can grow at your own pace and to a scale that suits your life.
Operate with entrepreneurial freedom and flexibility.
No fixed quotas-your income grows with your efforts.
Work remotely using agency-provided technology and marketing assets.
Collaborate with a team that shares your goals, while enjoying control over your day-to-day activities.
What Makes This Role Unique
100% Remote: Work from anywhere in Mississippi or neighboring states.
Set Your Own Schedule: Build your business around your life and personal goals.
Residual Income: Earn commissions on both new business and renewals.
Scalable Support: As your book grows, Pyron Group can assign a dedicated account manager.
Personal Brand Freedom: Market yourself through social media, events, and community connections.
Ideal Candidate Profile
Mississippi resident
Ambitious self-marketer with strong interpersonal skills
May have experience in insurance, real estate, direct sales, or customer service
Digitally savvy and comfortable working independently
Licensed or able to become licensed in Property & Casualty (Mississippi preferred)
Responsibilities
Prospect and sell personal insurance products (home, auto, renters, umbrella, etc.).
Use personal networks, social platforms, and local connections to generate leads.
Deliver an excellent customer experience from quote through renewal.
Manage and service your book of business with access to agency support as needed.
Maintain proper state licensing and adhere to regulatory requirements.
Participate in optional mentorship and development resources offered by Pyron Group.
What We Provide
Full remote work technology setup: laptop, phone system, and remote access tools.
Access to our in-house training and onboarding and training team to ensure your success.
Access to our in-house marketing team for advertising and promotional support.
Digital platforms for quoting, policy management, CRM, and more.
A culture grounded in empathy, simplicity, collaboration, and joy.
Compensation
Choose your own compensation track based on your financial needs and sales confidence.
We'll structure a plan to get you where you want to go financially.
Benefits
We offer a full benefits package depending on the structure of your compensation track.
Medical, Dental, and Vision Insurance
HSA and FSA with employer contributions
Wellness program and support resources
401(k) with employer matching
Company-paid Life and Short-Term Disability
Optional Long-Term Disability and Supplemental Life Insurance
About Pyron Group
Pyron Group is more than an insurance agency-we're a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service-and we show up consistently for each other and our community.
$56k-116k yearly est. Auto-Apply 60d+ ago
Advisor Lands & Right of Way
Enbridge Inc. 4.5
Remote personal investment adviser job
Employee Type: Regular-Full time Union/Non: At Enbridge, we are dedicated to fueling the quality of life by delivering energy safely and responsibly. As an Advisor Lands & Right of Way in Danville, KY, USA, you will work with experienced professionals who focus on accuracy in every task. This outstanding opportunity allows you to engage in world-class projects and be part of a company that values collaboration, inclusion, and innovation.
We offer opportunities for growth, competitive benefits, a pension plan, flex work and generous time off. Apply today, we'd love to hear from you! Come join Enbridge's Lands & ROW team today. #joinourteam
What You Will Do:
* Provide Lands & Right-of-Way (ROW) support and advisor services to regional pipeline and facility operations personnel.
* Serve as the primary permitting agent for GTM L&R Operations US East, managing all required road, highway, and railroad permits in full compliance with governing agency requirements.
* Lead the coordination of all Lands & ROW matters pertaining to the pipeline right-of-way, including negotiations and settlements with landowners and public agencies.
* Ensure landowner notification and agreements for all regional operations activities, approvals, and special conditions for activities conducted on private or public lands.
* Document and support land-related issues. Manage and dispose of land and land rights. Mitigate negative environmental impact. Handle public relations with private and corporate landowners and tenants.
* Investigate and resolve land-related concerns such as damage claims, encroachment/land use monitoring, contamination/reclamation activities, and drainage improvements.
* Apply Geographic Information System (GIS) tools to gather landowner data and contact points for Regional Engagement and Public Awareness Programs.
* Prepare and coordinate landowner notifications and communication, ensuring regulatory compliance on land-related legal interests such as surface and sub-surface leases, easements, permits, and construction-related agreements.
* Provide quality assurance to ensure consistent treatment of land collaborators. Coordinate with internal and external groups like Operations, Projects, Law, Environment, Public Affairs, and Regulatory.
Who You Are:
* You hold an undergraduate degree or equivalent experience, diploma, or professional land certification.
* You have a minimum of four years of related right-of-way experience in progressive roles.
* You possess a proficient understanding of legal issues related to land acquisitions and easements in the operating area and can interpret applicable legislation, regulations, and processes.
* You are familiar with legal plans, documentation, titles, deeds, and engineering drawings.
* You are proficient with current information technology, including Microsoft Office suite, land databases, and geographic information systems (GIS).
* You have outstanding verbal and written communication skills and expertise in influencing and negotiating in sensitive situations.
* You demonstrate the ability to connect with various collaborators to achieve business goals and show excellent interpersonal skills and initiative when working with external and internal customers and partners.
* You are team-oriented, have a positive attitude, are dedicated, and can work independently.
* You possess effective problem-solving, project management, and decision-making skills and share our core values of Safety, Integrity, and Respect.
* You hold a valid driver's license.
Working Conditions:
* At least 50% of the time traveling to meet with various collaborators and visit field locations within the operating region.
* Some travel associated with field training and site visits to offices within the region.
* Enbridge provides competitive workplace programs that differentiate us and offer flexibility to our team members. Enbridge's FlexWork (Hybrid Work Model) offers eligible employees the opportunity to work variable daily schedules with a flexible start and end time, to opt for a compressed workweek schedule, and the option to work from home on Wednesdays and Fridays. Role requirements determine your eligibility for each option or combination of options. #LI-Hybrid
Physical Requirements include but are not limited to:
Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time.
Mental Requirements (Both Field & Office) include but are not limited to:
Ability to: understand, remember and apply oral and/or written instructions or other information, understand complex problems and collaborate/explore alternative solutions, organize thoughts and ideas into understandable terminology, organize and prioritize work schedule on a short-term basis, make decisions which have moderate impact on the immediate work unit and monitor impact outside this area, understand and follow basic instructions and guidelines, complete routine forms, compose letters, outlines, memoranda and basic reports and communicate with individuals via telephone
At Enbridge, we are dedicated to our core value of Inclusion. We are proud to be an Equal Opportunity Employer. We are committed to providing employment opportunities to all qualified individuals, without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous status, disability, or any other reason protected by federal, state, or local law. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting ********************.
Information For Applicants:
* Applications can be submitted via our online recruiting system only.
* We appreciate your interest in working with us; however, only those applicants selected for interviews will be contacted.
* Final candidates for this position may be required to undergo a security screening, including a criminal records check.
To learn more about us, visit ****************
$99k-139k yearly est. Auto-Apply 6d ago
Investment Associate - Equity Team
Bitkraft Ventures
Remote personal investment adviser job
BITKRAFT Ventures Los Angeles, San Francisco, New York, Denver, Chicago, London, Lisbon, Madrid, Berlin, Cape Town, Singapore, Pune
WHO WE ARE:
BITKRAFT Ventures is a global leader in early-stage investments at the intersection of gaming, Web3, and immersive technologies. With over $1B in assets under management and 130+ portfolio companies, we empower visionary founders to shape the future of interactive entertainment and digital economies.
We are a diverse, distributed team united by a shared mission: to identify and support innovative startups that will define the future of virtual worlds, economies, and experiences. At BITKRAFT, we focus on early-stage investments that fuel the convergence of physical and digital realities, a concept we call Synthetic Reality.
We are excited to meet candidates who are passionate about shaping the future of gaming and immersive technologies and are eager to join our dynamic, fast-growing team.
THE OPPORTUNITY
Working on venture capital transactions and deal flow: You will proactively work in the deal team to analyze opportunities by thoroughly assessing founder teams, strategic fit with BITKRAFT, market potential, competitive dynamics, product KPIs, and customer metrics or user reviews. As part of your diligence, you will also make use of your own network of industry contacts, experts, and venture investors. You are able to build your own models and documentation to assist in your findings. You will liaise with the Partners at BITKRAFT to conclude investment decisions.
Portfolio management: You will monitor and support BITKRAFT's portfolio management initiatives (e.g., KPI and business plan tracking, monitoring of fundraising plans, evaluating monthly financial reportings, reviewing strategy, and roadmap) to identify key areas where BITKRAFT can support.
Origination of new deals: You will build strong relationships for BITKRAFT in the startup and venture capital community and be an ambassador for our firm, e.g., by identifying new investment opportunities as part of our incoming deal flow and by leveraging your network to identify exciting founding teams for BITKRAFT.
Market trends and research: You will independently build expertise around exciting sectors to uncover promising business models and bring forward your own investment theses.
YOU
Strong ambition and a growth mindset
Passion for and a solid understanding of startups and venture capital-a foundation in startups is helpful to build credibility in working with founders
Knowledge of and passion for the games and interactive entertainment sectors (including working experience in the industry)
Candid and clear communication, with strong interpersonal and relationship-building skills
Strategic mindset with sharp quantitative and analytical thinking as well as great attention to detail: analytical, fact-driven yet pragmatic working style
Autonomous working style, as well as the ability to synthesize and present complex data, while getting operational and working “hands-on”
Demonstrated willingness to go the extra mile for new opportunities, portfolio companies, and other projects to score a big win for BITKRAFT
Proven ability to lead and drive multiple projects at once, while adding creative ideas
Dedication to our existing portfolio of companies and desire to proactively provide support for them
Strong financial modeling, and research skills
Team-oriented attitude and familiarity and passion for working in distributed teams and in remote working environments
ADDITIONAL INFORMATION
Language Skills: Excellent English, both spoken and written
The position will require travel
WHY JOIN BITKRAFT?
At BITKRAFT, we foster a collaborative and entrepreneurial culture where innovation thrives. By joining our team, you will have the opportunity to work alongside passionate individuals who are driving the next wave of disruption in gaming, Web3, and immersive technologies. You will have the chance to make a significant impact on emerging companies while developing your career in the fast-growing field of venture capital.
We offer competitive compensation and opportunities for personal and professional growth in a dynamic and supportive work environment.
$94k-170k yearly est. Auto-Apply 60d+ ago
Investor Relations Associate
Capital Factory 3.6
Remote personal investment adviser job
Job Description
Austin, Texas, United States
Ventures team reporting to Investor Relations Manager
This is an onsite role
The Investor Relations Associate will get to know every active investor in Texas and help facilitate millions in venture capital funding by connecting our portfolio founders to angels and venture investors. You will be responsible for the execution of key Investor Relations programs including Investor Office Hours, helping portfolio startups understand different fundraising options and access IR resources, onboarding new investors into our community, and assisting with the launch of new IR initiatives. You'll use Capital Factory's network of active investors and proprietary software tools to curate matches between investors and founders. You'll get three years of venture capital experience in a year by observing large volumes of early stage companies and learning how VCs view and evaluate potential investments.
Capital Factory attracts the best startups in the state and connects them with exactly who they need to grow their business - whether that's their next partner, mentor, client, employee or investor. Our Ventures Team facilitates all of these interactions - and we're seeking a strong leader with a proven background in the startup community to optimize and grow our programming opportunities across Texas.
Requirements
What you will do…
You'll make valuable introductions between founders and investors when there is mutual interest.
Be the primary point-of-contact for investors, building a long term relationship. You'll be responsible for sharing relevant startups, events, and other opportunities with them, and tracking their engagement.
Organize office hours, in-person and virtual, for investors to meet with relevant portfolio founders.
Network with venture capitalists and angel investors to establish deal flow relationships with them.
Attend events with investors and introduce new portfolio companies.
Take calls and meetings with investors to better understand their investment thesis and which companies to introduce them to.
Make over a dozen curated introductions between investors and our portfolio founders everyday.
Attend our weekly Ventures Team Sync, Investor Relations Sync and other relevant meetings.
Attend our monthly First Look events.
You'll know you're successful if…
Our Founders have an exceptional experience and receive meaningful value from connections made with our investor network.
Our Investor Office Hours program continues to grow and meetings have a 90%+ utilization rate.
Investors rave about the startups they meet with.
You build strong relationships with our VIP stakeholders and receive introductions to new investors on a regular basis. You work with high-level professionals and don't get intimidated easily.
Assigned tasks are completed in a timely manner with minimal mistakes and your team trusts you to execute independently.
You have a productive and collaborative relationship with all internal teams, especially the Mentor, Venture Programs, and Ops Teams.
About you…
You have experience with the startup and technology markets.
You have a basic understanding of startup funding terms, options, and mechanisms.
You like using data to understand problems and make connections.
You are organized and plan ahead, but you don't get stressed out when things change at the last minute. Because they will. You roll with it.
You have a proven ability to manage multiple projects at a time while paying strict attention to detail.
You have the ability to deliver high quality work, on time, in a dynamic organization under time pressure.
You are able to work at least 45 hours per week. You do what it takes to get the job done!
You plan to stay in Texas and fully commit to this position for 2+ years.
About our team...
We have a passion for startups and technology
We have excellent written and verbal communication skills
We are professional and presentable and greet everyone cheerfully. We're ready to deal with an immature student, a pushy salesperson, top VCs, a fortune 500 CEO, and even the President of the United States.
We are excited to work in downtown Austin and have reliable transportation.
We have a quiet place with fast internet where we can work remotely.
We have a reliable laptop computer and smartphone.
We are security aware. We have a passcode on our computers and phones and use a password manager.
We are available during SXSW (Spring Break) and Startup Week (the week before Austin City Limits Music Fest).
We get to Inbox Zero every day.
Benefits
4 weeks paid time off (one week is between Christmas and New Year's)
Personal health, vision and dental insurance paid 100% by Capital Factory
Additional benefits such as 401k program (50% company matching), life insurance, short & long term disability and and employee assistance program
Parental leave including 10 weeks paid leave for birthing parents and 4 weeks paid leave for non-birthing parents
$1,000 personal innovation budget on your first year anniversary and then an additional $500 each anniversary thereafter
Coworking membership at Capital Factory with garage parking space, metro pass, or rideshare credits and access to the onsite gym
A priceless network
About Capital Factory
Capital Factory is the center of gravity for entrepreneurs in Texas, the number one startup state in the U.S. Hundreds of thousands of entrepreneurs, programmers, and designers gather day and night, in-person and online for meetups, classes, and coworking. With boots on the ground in Austin, Dallas, Houston and San Antonio, we meet the best entrepreneurs in Texas and introduce them to their first investors, employees, mentors, and customers. According to Pitchbook, Capital Factory has been the most active investor in Texas since 2010
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors.
We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues.
Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues.
As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions.
We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Regulatory Practice is seeking a highly qualified associate candidate with at least 3 years of relevant asset management regulatory experience. Candidates should have strong working knowledge of the InvestmentAdvisers Act of 1940 and the Investment Company Act of 1940. Private equity and hedge fund formation experience is also helpful. The group's investment funds attorneys provide legal, regulatory, and compliance advice to investmentadvisers, family offices, and other financial institutions around the globe, including in connection with operating and managing private equity funds, private credit funds, hedge funds, and real estate funds, and the structuring of complex corporate transactions involving investmentadvisers and investment funds. Investment funds regulatory attorneys regularly counsel clients in SEC examinations, investigations, and enforcement proceedings and work closely with the firm's white collar litigation department in connection with those matters. Investment funds attorneys also advise on Investment Company Act issues, including regulatory, status, and structuring issues. Main Contact Details **********************************
********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future.
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.
Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.
Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance.
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance.
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range
Associate Base Salary
Discretionary bonuses may be available depending on application circumstances and position.
Class of
US Payroll
2026
$225,000
2025
$225,000
2024
$235,000
2023
$260,000
2022
$310,000
2021
$365,000
2020
$390,000
2019
$420,000
2018
$435,000
$80k-142k yearly est. Auto-Apply 1d ago
Solution Advisor (Solventum)
Healthcare Services 4.1
Remote personal investment adviser job
Thank you for your interest in joining Solventum. Solventum is a new healthcare company with a long legacy of solving big challenges that improve lives and help healthcare professionals perform at their best. At Solventum, people are at the heart of every innovation we pursue. Guided by empathy, insight, and clinical intelligence, we collaborate with the best minds in healthcare to address our customers' toughest challenges. While we continue updating the Solventum Careers Page and applicant materials, some documents may still reflect legacy branding. Please note that all listed roles are Solventum positions, and our Privacy Policy: *************************************************************************************** applies to any personal information you submit. As it was with 3M, at Solventum all qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Description:
Solution Advisor (Solventum)
3M Health Care is now Solventum
At Solventum, we enable better, smarter, safer healthcare to improve lives. As a new company with a long legacy of creating breakthrough solutions for our customers' toughest challenges, we pioneer game-changing innovations at the intersection of health, material and data science that change patients' lives for the better while enabling healthcare professionals to perform at their best. Because people, and their wellbeing, are at the heart of every scientific advancement we pursue.
We partner closely with the brightest minds in healthcare to ensure that every solution we create melds the latest technology with compassion and empathy. Because at Solventum, we never stop solving for you
The Impact You'll Make in this Role
As a Solution Advisor, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Execution- Partner effectively with clients to perform workflow discovery, ensure adoption, and deliver advanced optimization for assigned Solventum product lines. Serve as a subject matter expert (SME) for respective teams and solutions as assigned.
Strategy and Planning - Understanding the client's short- and long-term strategy goals. Conduct current-state workflow and configuration review with a client implementing Solventum's best practice workflows. Partner effectively with clients on suggested workflow optimization changes leveraging Solventum best practices. Advocate for the customer, log issues, and escalate as needed following standard procedures promptly.
Client Care and Advocacy - Advocate for the customer, log issues, and escalate as needed following standard procedures promptly.
Leadership and Coordination - Own the client. Relationship coordination and client-focus coordination interactions for the client throughout the organization
Accountable and Measured by the overall annual client satisfaction survey results for the assigned client base. Define and track key performance indicators (KPIs)
Actively Stay up to date with knowledge of industry changes and product changes. Participates in relevant corporate programs/initiatives, complies with professional and quality standards, complies with corporate policies and procedures, and acts in a manner consistent with 3M's values and ethical standards.
Your Skills and Expertise
To set you up for success in this role from day one, Solventum is looking for candidates who must have the following qualifications:
Bachelor's Degree or higher AND seven (7) years of experience as a CDI specialist, or inpatient coder in a private, public, government, or military environment.
OR
High School Diploma/GED AND eleven (11) years of experience as a CDI specialist, or inpatient coder in a private, public, government, or military environment.
AND
Possess one of the following current and valid certifications; RHIA, RHIT, CCS, Auditing: Inpatient Coding Micro-credential, CIC, CDIS, or CCDS or RN.
Additional qualifications that could help you succeed even further in this role include:
Strong understanding of Clinical Documentation Integrity and the workflow associated with an organization's Revenue Cycle
Strong understanding of clinical documentation integrity
Knowledgeable in Electronic Medical Record (EMR) workflows, systems, implementation, and medical professional training
Demonstrated capability to manage multiple project streams and teams
Experience consulting with clients in health information systems
Demonstrated knowledge of assigned solutions, services, and products
Demonstrated industry knowledge
Ability to find creative solutions and manage difficult situations with diplomacy
Must have strong business acumen, strategic thinking, presentation skills, training skills, and be creative and innovative
Work location: Remote -United States
Travel: May include up to 10% [domestic/international]
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
Solventum offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, Solventum regularly benchmarks with other companies that are comparable in size and scope.
Onboarding Requirement: To improve the onboarding experience, you will have an opportunity to meet with your manager and other new employees as part of the Solventum new employee orientation. As a result, new employees hired for this position will be required to travel to a designated company location for on-site onboarding during their initial days of employment. Travel arrangements and related expenses will be coordinated and paid for by the company in accordance with its travel policy. Applies to new hires with a start date of October 1st 2025 or later.Applicable to US Applicants Only:The expected compensation range for this position is $114,325 - $147,950, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************************************** of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Solventum is committed to maintaining the highest standards of integrity and professionalism in our recruitment process. Applicants must remain alert to fraudulent job postings and recruitment schemes that falsely claim to represent Solventum and seek to exploit job seekers.
Please note that all email communications from Solventum regarding job opportunities with the company will be from an email with a domain *****************. Be wary of unsolicited emails or messages regarding Solventum job opportunities from emails with other email domains.
Please note, Solventum does not expect candidates in this position to perform work in the unincorporated areas of Los Angeles County.Solventum is an equal opportunity employer. Solventum will not discriminate against any applicant for employment on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
Solventum Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at Solventum are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application you will be asked to confirm your agreement with the
terms.
$114.3k-148k yearly Auto-Apply 14d ago
Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast)
Proshares 3.8
Remote personal investment adviser job
About Us:
ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered InvestmentAdvisors ('RIA"), Bank Trust and Single and Multi-Family Offices.
The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships.
This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results.
Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior.
Key Responsibilities
[1]
:
50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals.
25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs.
10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients.
10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed.
5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets.
Qualifications:
10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales
Strong academic background with advanced degree, and/or a professional designation such as a CFA.
Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers)
Strong ability to drive client engagement process, recommend and execute within tight deadlines.
Experience with exchange traded funds, mutual funds and/or interval funds
Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings
The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.
Our Benefits:
Competitive pay and discretionary bonus
Paid time off
Health care benefits (medical, dental & vision)
Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
401(k) retirement plan with matching contribution
Spending Accounts (Health Care, Dependent Care, and Transportation)
Wellness Programs (fitness reimbursement, Employee Assistance Program)
Education assistance
Hybrid work schedule
Additional Programs include peer recognition, corporate matching gift
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
.
Additional privacy information for CA residents
EOE STATEMENT
ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
$175k-200k yearly Auto-Apply 20d ago
Closing Advisor (Portland, OR)
Quicken Loans 4.1
Remote personal investment adviser job
As a Closing Advisor, you will be the main point of contact for customers and real estate agents on specific transactions.
About the role
Interact and correspond with all parties involved in the settlement process
The main point of contact for the buyers, sellers, and agents
Manage each file from start to finish and make sure each team member is completing their workflow.
Ensure that the process stays organized and all contract contingencies are being met
Obtain pertinent info from customers/agents for the title department to clear the title
Provide strong customer service and title knowledge to deliver a great customer experience, and guide clients and agents through every step of the closing process
Answer our main phone line, explain title quotes, title insurance, and the settlement process to current and potential customers
Overseeing title and closing for all residential projects/clients in your market
Managing assigned tasking for yourself and your support team
Verifying title clearance of assigned files prior to closing
Working with the support team on title defects, issues, as well as a review of all entity documents for sufficiency.
Reviewing closing documents prior to, and after, closing to ensure completeness and accuracy
Ensure the file is balanced before sent to the funding
Ensure that documents for recording are complete and ready to record before sending them to post-closing.
Responsibilities may change at any time
Leadership can add to the Responsibilities at any time
About you
3+ years experience as an Escrow Officer is required
Must have a strong customer service background
Strong written and verbal communication skills
Qualia, Tableau, Microsoft 365 knowledge is helpful
Attention to detail and the ability to be organized in a fast-paced environment.
A unique combination of organization and attention to detail: The overwhelming seems manageable, you commit to looking for things that are out of place and you get more done in less time
A Multi-Tasker: You are able to work with high-level multi-tasking skills and prioritize in a fast-paced constantly changing environment. You also have the ability to balance the workload to accommodate the demands of the job and exceed customer expectations
Excellent communication skills: When communicating, you hit the point from the get-go and deliver your message in a succinct manner
Tech-savvy: You're comfortable with technology and learn new programs quickly
A fun, caring, and humble attitude: We all work hard, but it's important to have a good time, look out for each other, and pitch in wherever needed
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
******************
Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $26.45.00-50.66 per hour
. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found
here
.
The information regarding compensation and other benefits included in this paragraph is the company's current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position.
Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.
$80k-118k yearly est. Auto-Apply 1d ago
Advisor - Translational Radiochemistry
Eli Lilly and Company 4.6
Remote personal investment adviser job
At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities through philanthropy and volunteerism. We give our best effort to our work, and we put people first. We're looking for people who are determined to make life better for people around the world.
Overview:
At Lilly, we serve an extraordinary purpose. We make a difference for people around the globe by discovering, developing and delivering medicines that help them live longer, healthier, more active lives. Not only do we deliver breakthrough medications, but you also can count on us to develop creative solutions to support communities through philanthropy and volunteerism.
Position Summary:
Reporting to the Director, Translational Radiochemistry, the selected candidate will manage and be a technical expert in the development, scale-up and tech transfer of GMP processes and analytical methods for radiopharmaceutical manufacturing, and the preparation and authorship of CMC-related documents required to support regulatory filings. This position will be within the Translational Radiochemistry team which is part of the Early Phase CMC group.
Responsibilities:
* Support Lilly's early-phase radiopharmaceutical programs by leading tech. transfer and post-validation development activities of GMP production processes and test methods used in the production of Lilly's radioligands at internal and external sites.
* Ensure activities are completed within the required budget and timelines.
* Author and oversee the preparation of CMC regulatory documents required for health authority filings including initial filings (i.e. IND, CTA, CTIS), amendments and notifications. Work cross-functionally with Regulatory, Quality Assurance, CMC, CDMOs and other vendors to ensure completion of the documents within the required timelines.
* Help to develop and execute overall program strategy for the delivery of radiopharmaceutical drug product programs from candidate identification to early-phase clinical studies.
* Provide technical support for any post-PV development or qualification activities in relation to GMP manufacturing process and analytical test methods.
* Support routine production operations including on-site manufacturing support, technical data review, troubleshooting, investigations, and implementation of CAPAs.
* Prepare and coordinate the execution of protocols (i.e. tech. transfer, process validation, method validation) associated with radioligands in accordance with applicable regulatory guidelines and the established Quality Management System.
* Monitor and evaluate project budget, tasks and risks; propose mitigation plans when required to ensure deadlines are met.
* Prepare RFPs and lead the evaluation of proposals to select new vendors and to initiate the addition of new projects with current vendors.
* Act as an engagement owner to select and onboard new radiopharmaceutical CDMO vendors to Lilly systems.
* Play a critical role in developing and maintaining good relationships with partners, CDMOs, vendors and suppliers.
* Adhere to all applicable procedures, cGLP, cGMPs, company policies and other quality or regulatory requirements.
* Provide verbal and written reports and presentations in a clear and concise manner.
* Perform other duties as assigned.
Basic Requirements:
* PhD or MSc degree in radiochemistry, chemistry, chemical engineering, or a related discipline. PhD in radiochemistry or chemistry is preferred.
* Minimum 8 years for PhD or 10 years for MSc of relevant industry experience in radiochemistry, radiopharmaceutical manufacturing, organic chemistry, or process chemistry.
* Experience working in a pharmaceutical GMP manufacturing environment.
* Strong process radiochemistry and analytical chemistry skills. Demonstrated experience with imaging radioisotopes (F-18, Ga-68) and therapeutic radioisotopes (Lu-177, Ac-225) is required.
* Knowledge of environmental health and radioprotection requirements are considered assets.
* Proven ability to work independently with strong organization and communication skills.
* Demonstrate ability to successfully prioritize projects and manage timelines in a fast-paced environment.
* Functional knowledge of GMPs and applicable FDA, EMA, Health Canada, USP, ICH and PDA guidelines
* Position will require up to 50% travel within North America and abroad into the EU. A valid passport and eligibility to travel into these countries are required.
Additional Information
Physical Demands/Travel:
The physical demands of this job are consistent with an office environment.
The physical demands here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Work Environment:
This position's work environment is in an office setting.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
* To perform this job successfully, an individual must be able to perform the role and responsibilities satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This is a remote position which can be based in USA-Remote or Canada-Remote.
At Lilly Canada, we have different levels of Advisor positions based on the candidate's experience, background, and qualifications. The expected compensation for this role for a Canada-Remote employee will be (Canadian dollar):
* Advisor: $117,750 - $172,700
* Senior Advisor: $129,750 - $190,300
This role is eligible for additional forms of compensation, such as participation in the Lilly Bonus Program.
Lilly is dedicated to helping individuals with disabilities to actively engage in the workforce, ensuring equal opportunities when vying for positions. If you require accommodation to submit a resume for a position at Lilly, please complete the accommodation request form (******************************************************** for further assistance. Please note this is for individuals to request an accommodation as part of the application process and any other correspondence will not receive a response.
Lilly does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status.
Actual compensation will depend on a candidate's education, experience, skills, and geographic location. The anticipated wage for this position is
$108,000 - $181,500
Full-time equivalent employees may also be eligible for a company bonus (depending, in part, on company and individual performance). In addition, Lilly offers a comprehensive benefit program to eligible employees, including eligibility to participate in a pension plan; vacation benefits; eligibility for healthcare benefits; flexible benefits (if applicable) life insurance and death benefits; certain time off and leave of absence benefits; and well-being benefits (e.g., employee assistance program, fitness benefits, and employee clubs and activities). Lilly reserves the right to amend, modify, or terminate its compensation and benefit programs in its sole discretion and Lilly's compensation practices and guidelines will apply regarding the details of any promotion or transfer of Lilly employees.
#WeAreLilly
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team.
Essential Job Functions:
Executes on client loan accounting and investor reporting functions utilizing SBO
Performs remittance processing functions in support of client implementation and conversion functions
Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact
Provide ongoing system and business support for clients including researching and resolving production issues
Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product.
Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients
Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization.
Such other activities as may be assigned by your manager
Qualifications/ Requirements:
Bachelor's degree in accounting or finance or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred
Strong math and analytical skills
Advanced skills with Microsoft Excel including experience manipulating large volumes of data
Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported.
Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills.
Excellent communication skills, both verbal and written, in individual and group settings
Experience with SBO loan accounting system a plus
Ability to read and parameterize adjustable-rate mortgage (ARM) notes
Experience in working with software development teams
Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server.
Experience testing software enhancements or bug fixes
Understand and able to reconcile custodial accounts
Self directed and motivated to deliver high quality solutions and services.
#LI-AS1 #LI-Remote
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$70,000.00 - $85,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
Personal investment adviser job in Westerville, OH
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
$73k-125k yearly est. Auto-Apply 60d+ ago
Media Investment Associate
Tinuiti 4.3
Remote personal investment adviser job
Who we are:
Tinuiti is the largest independent full-funnel marketing agency in the U.S. across the media that matters most, with $4 billion in digital media under management and more than 1,200 employees. Built for marketers who demand growth and accountability, Tinuiti unites media and measurement under one roof to eliminate waste-the biggest growth killer of all-and scale what works. Its proprietary technology, Bliss Point by Tinuiti, reveals the truth around growth and waste, and how to capitalize on it. With expert teams across Commerce, Search, Social, TV & Audio, and more, Tinuiti delivers measurable results with brutal simplicity: Love Growth. Hate Waste.
We support 100% remote work for this role!
We'd love to hear from you if:
Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you qualify, but don't necessarily meet every single point on the job description, please still get in touch.
As the Media Investment Associate at our performance marketing agency, you play a crucial role in ensuring the smooth operation of our media buying and account management processes. Your primary focus will be to assist our media investment as well as client management teams in implementing effective strategies across multiple client accounts. You will ensure that client campaigns are delivered efficiently, you will serve as a key liaison between our network partners, vendors, and internal teams, and support the agency's client management team in maintaining excellent client communication.
As the Media Investment Associate you will:
Operational Support: Ensure our media buying and campaign operations run smoothly and efficiently, supporting the implementation of strategies for multiple clients.
Performance Monitoring: Monitor daily client performance and campaign delivery to ensure strategies are correctly implemented and objectives are met.
Liaison Work: Act as the main point of contact between network partners, vendors, and internal teams to facilitate seamless campaign execution.
Order Management: Send and track network orders and asset traffic instructions, ensuring all campaign materials are correctly distributed and accounted for.
Linear TV Reconciliation: Track, organize, and reconcile weekly television network logs to identify and resolve discrepancies.
Industry Engagement: Participate in meetings with publishers to stay current on media trends and leverage this knowledge to provide media recommendations.
Client Support: Assist the account management team with client communication and the preparation of weekly reports and presentations.
Professional Qualifications:
Some prior experience in marketing or advertising is preferred
Very organized with exceptional attention to detail and follow-through.
Self-starter with a strong desire to learn, ask questions, and work collaboratively.
Proficiency in Microsoft Excel (basic formulas, filtering, pivot tables).
Strong business writing and presentation skills (PowerPoint, Keynote, Prezi, etc.).
Excellent time management skills, able to juggle multiple tasks against tight deadlines.
Competencies:
Analytical Skills: Ability to perform detailed research and analysis to support media buying strategies and campaign optimizations.
Communication: Strong communication skills to effectively liaise between teams, partners, and clients.
Organization: Exceptional organizational skills to manage and track numerous campaigns and orders efficiently.
Problem-Solving: Aptitude for identifying issues and discrepancies in campaign delivery and billing, with a keen eye for resolving them promptly.
Team Collaboration: A collaborative spirit, eager to learn from and contribute to the team's success.
Adaptability: Ability to adapt to changing priorities and maintain a positive attitude in a dynamic environment.
The annual base salary range for this roles' listed level is currently $50,000-$60,000 plus performance bonus of up to 5%. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. We will provide more information on our benefits and equity upon requests. Disclosure as required by the Colorado Equal Pay for > Equal Work Act, C.R.S. § 8-5-101 et seq
FLSA Classification: Non-Exempt
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Benefits:
Unlimited PTO: At Tinuiti, we believe you deserve time to rest, recharge, and enjoy life unplugged. When you prioritize time for yourself, you're able to bring your best self to work. That's why we offer unlimited paid time off, a fully remote environment, and flexibility to take the time you need, when you need it. On top of that, we provide 20 paid holidays, including multiple long weekends, to ensure you have dedicated time to step away and disconnect. We're proud to offer above-industry standard work-life balance, consistently rated as one of the most loved benefits by Tinuitians year after year.
Healthcare: Medical, Dental, Vision, Life & Disability, Flex Spending Accounts
Retirement: Match up to 4% of your contributions at 100% with immediate vesting
Perks and Wellness: Fringe, Forma, Unlimited Telemedicine and Teletherapy available at no cost, Thankful giving, Equity
Parental Leave: Birthing parents receive 16 weeks of leave with 100% pay (partners 12 weeks) after the birth or adoption of a child.
Learning and Development: On-demand learning (powered by LinkedIn Learning), mentorship program, leadership and management development programs and resources
Disclaimer: This description has been designed to indicate the general nature and level of work performed by employees within this position. The actual duties, responsibilities, and qualifications may vary based on assignment or group. Tinuiti is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$50k-60k yearly Auto-Apply 2d ago
Remote Travel Advisor
Vacation Advertiser 4.4
Remote personal investment adviser job
Job Title: Remote Travel Advisor
Start Your Journey in the Travel Industry! Do you have a passion for travel and a desire to help others plan unforgettable experiences? We're hiring Remote Travel Advisors who are motivated, detail-oriented, and excited to build a rewarding career in travel. No prior experience required-full training and mentorship provided.
Position Overview:
As a Remote Travel Advisor, you will assist clients in planning and booking personalized travel arrangements, including cruises, resorts, tours, and group vacations. You'll work independently while receiving the support and tools you need to grow in the industry.
Key Responsibilities:
Assist clients with planning and booking travel accommodations.
Research destinations, itineraries, and travel options based on client preferences.
Provide outstanding customer service before, during, and after travel.
Stay informed on travel trends, destination updates, and promotions.
Accurately manage bookings using travel supplier platforms.
Build relationships with travel suppliers to access exclusive deals.
Optional: Promote travel services through social media and marketing efforts.
Qualifications:
Excellent verbal and written communication skills.
Strong attention to detail and organizational abilities.
Ability to manage time effectively and work independently.
Enthusiasm for helping others and an interest in travel.
A computer, internet access, and basic digital literacy.
What We Offer:
Flexible hours-work part-time or full-time based on your availability.
Access to exclusive travel discounts and professional development resources.
Industry-recognized training and the opportunity to earn travel certifications.
Ongoing mentorship and support from experienced travel professionals.
Take the Next Step in Your Career!
If you're ready to start a meaningful career helping people experience the world, we'd love to hear from you.
👉 Apply Now to begin your journey as a Remote Travel Advisor!
$33k-57k yearly est. Auto-Apply 60d+ ago
Investment Advisor
Empower Retirement 4.3
Remote personal investment adviser job
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 InvestmentAdvisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The InvestmentAdvisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population.
What you will do:
Educate retail clients on the Advisory Services available through their plan to reach their retirement goals
Possess knowledge of the clients' financial goals and be able to explain managed account service offerings
Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest
Will perform aspects of financial planning for customer
Perform mutual fund, equity, bond, ETF, Muni and, CD trades
Uncover leads and opportunities to hand off to the Wealth Advisor Team
Drive new business opportunities
Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up
What you will bring:
4 + years of financial customer service experience
Brokerage and mutual fund trading experience
FINRA Series 7, 63 & 65 required
FINRA fingerprinting required
What will set you apart:
Strong written, verbal, and presentation skills
Retail, IRA. and/or 401K customer service experience
Bachelors preferred
***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
$55,300.00 - $76,075.00
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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$55.3k-76.1k yearly Auto-Apply 8d ago
Continuous Improvement Lean Advisor - Corporate
MacLean Power Systems 4.1
Remote personal investment adviser job
The Continuous Improvement Advisor focuses on manufacturing operational improvement and cost savings to improve the organization's profitability and efficiency. Analyze designs, methods and internal manufacturing processes Develop strategies and initiatives for operational efficiency
Implement process improvements and changes in manufacturing methods
Implement continuous improvement initiatives using various Lean methodologies and principles (e.g., 5S, Value Stream Mapping (VSM), Single Minute Exchange of Dies (SMED), Total Productive Maintenance (TPM), Kaizen, etc.)
Support CI Director, Managers, Supervisors, and Engineers in the implementation of Lean methods and principles throughout the nine facilities.
Conduct Lean Assessments at each facility as a baseline and develop a plan of improvement with CI staff.
Develop and train CI group in Kaizen methods, supporting their development to become independent trainers.
Develop and implement Model Lines under the direction of the CI Director and General Managers.
Use existing CI Lean training classes to support existing methods throughout the facilities.
Work independently to meet scheduled goals.
Remote position depending on location to MPS location.
Managing large projects or processes with limited oversight from manager.
Coaching, reviewing and delegating work to lower-level professionals.
Problems faced are difficult and often complex.
50% average travel required.
Experience and Education
A minimum of 8 years of related experience with a bachelor's degree; or 6 years and a Master's degree; or equivalent experience.
Lean Subject Matter Expert.
Manufacturing experience in a Lean and/or Engineering position
Understanding and use of Lean methodologies and principles
Development of Kaizen schedule with full planning, facilitation, and follow-up experience.
Implementation of Lean programs with buy-in at every level of the organization.
ISO9001 certification and/or auditing experience.
12 years manufacturing experience in a Lean and/or Engineering position (preferred)
Certified Lean training (preferred)
Automotive or Medical industry experience (preferred)
Safely work within an industrial facility both in the aisles and in the assembly, machining, and foundry areas, lifting 50 lbs.
Competencies/ Skills
Oral and written communication skills.
Strong analytical and problem-solving abilities.
Excellent leadership and interpersonal skills.
English competency. Spanish optional
$34k-53k yearly est. 34d ago
Investment Associate
Dasstateoh
Personal investment adviser job in Columbus, OH
Investment Associate (260000A8) Organization: Arts CouncilAgency Contact Name and Information: Jarred SmallUnposting Date: Feb 5, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 33 30 East Broad Street 33rd Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $53,602Schedule: Full-time Work Hours: 40 hours a week Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Grants AdministrationTechnical Skills: Budgeting, Accounting and Finance, Grants AdministrationProfessional Skills: Attention to Detail, Interpreting Data, Problem Solving Agency OverviewThe Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations.Job Description*PLEASE NOTE: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.*The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office.This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to:Facilitate grants administration work for all agency grant programs: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed.Read, interpret, and prepare technical reports: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices.Maintain excellent public relations: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved.Maintain the agency's online grant application system: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed.Assist with special programs and projects: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics:Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages.(*) Developed after employment.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsMinimum Class Qualifications For Employment:Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations.Or six months' experience as Grants Coordinator 1, 63161.Or equivalent of Minimum Class Qualifications For Employment noted above.Supplemental InformationSome evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30.The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or ***********************. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note: Please submit a cover letter and current resume in support of your interest in the position.Submit application materials to:Ohio Arts ********************************************ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$53.6k yearly Auto-Apply 6h ago
Facility Licensing Advisor
Cardinal Health 4.4
Personal investment adviser job in Dublin, OH
**_What Quality Compliance contributes to Cardinal Health_** Quality develops and implements quality policies, procedures, and processes to ensure products and services comply with regulatory standards and specifications. Quality Compliance is responsible for the development and deployment of policies, procedures and programs designed to minimize risk, enable compliant business operations, products and services and drive uncompromised supply chain integrity.
Position is expected to be a hybrid role
**_What is expected of you and others at this level_**
+ Works and make decisions independently regarding facility licensing, management of 3PL licenses, 3PL quality policy, NABP accreditation, and SAP Board of Pharmacy Table management among other responsibilities as needed.
+ COE/Technical Expert on applicable laws and regulatory concepts utilized to manage risk for each of the following functions
+ Pharmacy, Wholesale Distribution, 3PL, Home Patient Delivery
+ Leads the development and maintenance of Cardinal Health state licensure regulatory programs, policies and procedures using knowledge of regulatory requirements and technologies
+ Shares responsibility for the management of Risk with QRA leadership
+ Understands complex functional situations by paying attention to the details of the tasks at hand and by breaking them down into smaller pieces.
+ Proactively develops and maintains broad knowledge of the technical disciplines in own functional area(s); applies broad knowledge of trends and best practices in a manner that ensures exceptional performance and results.
+ Uses deep subject matter/functional expertise, influence and process skills to help internal/external customers and stakeholders identify and meet their high priority needs while considering cultural and diversity implications.
+ Encourages informed Risk-taking and acts as a catalyst for innovation at Cardinal Health; generates practical, sustainable and creative options to solve problems and create business opportunities, while maximizing existing resources.
+ Champions and leads change initiatives; identifies the best approach for implementing strategic processes in light of cultural and diversity
**_Responsibilities in this role_**
+ SME for Regulatory State Licensure
+ Designated Representative Change management and high-risk/time-sensitive change submission.
+ Analysis of new state requirements
+ Analysis of regulatory changes and impact assessments.
+ Review 50 state requirement spreadsheet bi-annually
+ Overall Entity Management - make certain the facilities have the appropriate licenses
+ Tracker Management Requirements
+ Ensures teammates are also up to date on regulatory changes.
+ Identify quality and regulatory related issues within current processes, investigate and provide recommendations.
+ Corporate NABP Renewals
+ Facility Inspection support
+ Responsible for timely HSL assignment submissions
+ Drive continuous risk management improvement
+ Maintain Tracking of BOP Regulatory Matters
**_Qualifications_**
+ Bachelor's degree preferred
+ 4-6 year experience preferred
+ Strong knowledge of FDA regulations for prescription drugs and medical devices (21 CFR) preferred
+ In depth knowledge of State regulations for the purchase, sale and distribution of drugs and medical devices (21 CFR) preferred.
+ In depth knowledge of State regulations for the dispensing of drugs and medical devices (Pharmacy, Home Medical Equipment Provider) preferred.
+ Distribution Operations processes (Medical and Pharmaceutical) preferred
+ Excellent verbal, written , computer, SAP, and interpersonal skills required
+ Excellent influencing skills
**Anticipated salary range:** $80,500 - 97,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 3/7/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Personal investment adviser job in Westerville, OH
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
**Job responsibilities**
+ Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
+ Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
+ Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
+ Prioritize daily work, track progress for current work, and consistently meet deadlines
+ Maintain and foster team culture
**Required qualifications, capabilities, and skills**
+ A valid and active Series 7 license
+ If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$71k-101k yearly est. 6d ago
Full-Time Cannabis Advisor - Newark
Verano Holdings 4.2
Personal investment adviser job in Newark, OH
Full-Time. Open availability required for any shifts (open/close) on any days (weekends/holidays required). $16/hour + Tips. The Cannabis Advisor is responsible for providing exceptional individualized customer service, educational consulting, and in some cases patient record management.
Essential Duties and Responsibilities
* Possess a positive attitude while greeting customers and patients.
* Be an advocate of cannabis customer care.
* Help customers and patients navigate through cannabis and educate them on how it can be used as a wellness product.
* Build rapport with regular patients/customers to promote repeat business.
* Work well with others in a fast-paced, dynamic retail environment.
* Provide patients and customers alike with information on types, methods and efficacy of various cannabis products (we do not provide medical advice).
* Be open to continued, on-going cannabis education and training.
* Provide support to managers and other Cannabis Advisors as needed.
* Maintain a clean, organize, and sanitize workstation/store front.
* Ensure accuracy of online orders before pick-up.
* Understand and apply detailed compliance regulations as required by local and state laws.
* Stock, merchandise, and replenish displays of regulated and unregulated inventory.
* Complete transactions at the POS and ensure the state monitored inventory system (METRC, BioTrack, etc.) accurately updates the amount of product available.
* Responsible for other duties as assigned
Minimum Qualifications
* High School Diploma or equivalent.
* 1-2 years of retail or hospitality experience.
* Must be 21 years of age and comply with all local, state, and company regulations.
* Required to undergo a criminal background check and appropriate state badging (as directed by state ordinances).
* Desire to learn about cannabinoids, terpenes and product application/consumption methods.
* Ability to use office equipment (computers and printers) and their included software i.e. Word, Excel, email, etc.
* Learn and understand Federal, State, and local laws relating to the cannabis industry and safety regulations.
Preferred Qualifications
Physical and Mental Demands
While performing the duties of this job, the employee is frequently required to remain in a stationary position, move and/or position oneself, communicate, operate and/or prepare, place, position objects, tools, or controls. The employee must occasionally move packages weighing up to 20 lb. Able to stand up to 90% of the time. Specific hearing abilities required by this job include hearing in the normal audio range with or without correction. Specific vision abilities required by this job include close observation and the ability to adjust focus. The mental and physical requirements described here are representative of those that must be met by an individual, with or without reasonable accommodation, to successfully perform the essential functions of this position.
Working Environment
Work is performed in a retail environment. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an individual encounter while performing the essential functions of this position.
We are proud to be an equal opportunity employer. We place priority in an environment of inclusion, diversity and social justice and are committed to securing a better, brighter way forward for our employees, our markets, and our communities.