Administrative/CEO Physician - Competitive Salary
President/chief executive officer job in Costa Mesa, CA
DocCafe has an immediate opening for the following position: Physician - Administrative/CEO in Costa Mesa, California. Increase your chances of an interview by reading the following overview of this role before making an application. DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career.
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Litigation Secretary Supporting Managing Partner Desk!
President/chief executive officer job in San Diego, CA
Adams & Martin Group has partnered with a prominent law firm seeking a highly experienced Litigation Secretary. This role is designed for a motivated and organized individual who will provide essential support to a team of attorneys. The position is located in the San Diego office, and the ideal candidate will possess a strong background in business litigation, preferably with experience in the healthcare sector.
Responsibilities
Providing primary support to the Managing Partner and two additional partners in the San Diego office.
Utilizing 5+ years of experience as a litigation legal assistant to effectively manage responsibilities.
Handling state and federal court filings and procedures efficiently.
Communicating with clients as needed and maintaining strong written and verbal communication skills.
Demonstrating a proactive attitude, excellent organization, ownership of deadlines, and a great sense of urgency.
Exhibiting exceptional attention to detail, managing competing priorities, and following through with tasks.
Providing calendaring experience and case-management support to keep attorneys on track.
Utilizing strong technical skills, including proficiency in iManage (a plus), Adobe Pro, Word formatting, TOC & TOA.
Qualifications
5+ years of experience as a litigation legal assistant.
Background in business litigation; healthcare experience is a plus.
Strong written and verbal communication skills.
Proactive and organized with a great sense of urgency.
Exceptional attention to detail and ability to manage competing priorities.
Experience in calendaring and case-management support.
Strong technical skills, with proficiency in iManage, Adobe Pro, Word formatting, TOC & TOA.
Required Work Hours
Monday through Friday, first shift.
Benefits
Information on benefits will be provided during the interview process.
Additional Details
For those interested in applying for this exciting opportunity, please contact Adams & Martin Group for further details and consideration.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Vice President of Revenue Cycle- FQHC required
President/chief executive officer job in San Marcos, CA
About the Company
We're a mission-driven healthcare organization committed to making quality care accessible for everyone.
About the Role
As Vice President of Revenue Cycle, you'll lead financial strategy and operations across TrueCare's multi-site health system. Reporting to the CFO, you'll ensure billing and finance are aligned to support long-term sustainability, compliance, and growth. You'll advise executive leadership, mentor a high-performing team, and drive initiatives that improve cash flow and operational efficiency.
Responsibilities
Lead financial strategy that directly impacts community health
Collaborate with visionary leaders and a supportive team
Drive innovation and continuous improvement in revenue cycle operations
Qualifications
BA in business, accounting, or public administration
10-15 years of experience in financial operations in
nonprofit healthcare including deep knowledge of FQHCs and payor contract management
At least 5 years of leadership experience
Expertise in Medicare/Medi-Cal cost reporting and California rate setting
Proven success in change management and strategic planning
Experience with EPIC or similar EHR systems
Bonus: MBA, CPA, or CMA; passion for serving underserved communities
Required Skills
Expertise in financial operations
Leadership experience
Knowledge of Medicare/Medi-Cal cost reporting
Experience with EHR systems
Preferred Skills
MBA, CPA, or CMA
Passion for serving underserved communities
Pay range and compensation package
The pay range for this role is $175,561 to $280,898 on an annual basis.
Equal Opportunity Statement
Join us in building a healthier future for our communities!
Senior Vice President Portfolio Operations
President/chief executive officer job in Irvine, CA
Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high-touch recruitment services throughout California and major western US cities. Endeavor has engaged with a dynamic, privately held commercial real estate association management company seeking a Senior Vice President to join their team in Irvine, CA.
Job Responsibilities:
The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned to every duty.
People:
Engaged executive presence with team in scope of role
Build strong relationships of trust with internal (i.e., peers and support teams) team.
Maintains a positive, cohesive work environment to attract and retain top level leaders throughout the organization.
Build a highly functioning team of leaders through performance management, succession planning, coaching, mentoring, and leading by example.
Ability to clearly communicate, motivate and inspire others to reach company vision.
Growth and Strategy
Positively contribute to sales and EBITDA goals
Provide overall executive leadership and strategic direction for the Commercial Management Division. This includes frequent interaction with association managers, business leaders, existing clients, prospective new clients, and company leaders.
Responsible for annual business plan - driving financial performance to achieve targeted performance margins as identified in business plan.
Provides year-end input to corporate budget and in particular, to those line items within area of responsibility.
Maintain client retention goals as outlined in business plan.
Develop and implement strategies that promote the organization's mission, core values and global service standards.
Identify client opportunities with new and existing clients. In partnership with Business Development and Marketing, support and participate in client presentations that lead to generating new business.
Drive business improvement and compliance through new or enhanced technology/processes.
Operations:
Follows regional and/or national policies and operational protocols.
Implement best practices, innovation, creative thinking, and employment of business practices throughout the company.
In a growing and evolving culture of change, lead and participate as an Executive Sponsor for Regional or National initiatives.
Manage and direct regional leaders (Vice Presidents, Regional Managers, and Support Teams) to ensure the company's operational priorities are aligned with the company policy, legal guidelines and long-term goals of growth.
Education & Experience:
Must possess a college degree; or equivalent industry experience.• Preferred to possess a licensed California Real Estate Broker; may need to obtain additional licenses for other regions in which MarWest performs third party property management
Has a minimum of 5 years' experience in an executive leadership role within commercial property management and preferably within the niche of commercial association management
5+ years of proven leadership skills and ability to lead large teams at an executive level or greater.
Vice President - Regional Business Development, Private Wealth
President/chief executive officer job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview
The Regional Business Development, Vice President position at StepStone Private Wealth is a hybrid, territory-based role based out of our La Jolla office, covering the Northern California-area territory. This role focuses on building and expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. It blends in-office responsibilities with significant field engagement-expect approximately 50% travel within your assigned territory to meet with advisors, host events, and represent StepStone Private Wealth at industry conferences.
Essential Job Functions
Develop new and deepen existing relationships with financial advisors across the RIA, IBD, and wirehouse channels
Drive territory growth by consulting with advisors on StepStone's private market offerings, positioning them effectively for client portfolios.
Deliver in-person and virtual presentations, host client seminars, and represent the firm at conferences and educational forums to promote our investment solutions.
Provide timely market insights, product updates, and strategic guidance to help advisors navigate the alternative investment landscape.
Act as a subject matter expert on StepStone Private Wealth's offerings, the competitive landscape, and broader private market industry trends.
Partner closely with internal business development team members to ensure seamless follow-up, pipeline management, operations, and sales process execution.
Serve as a trusted resource for technical product details, competitive positioning, and industry developments, ensuring advisors are well-equipped to present our solutions to their clients.
Be a student of the industry-staying current on private and public market developments, industry research, and emerging investment opportunities to provide valuable context to advisor conversations.
Ensure full compliance with FINRA, SEC, and firm policies when marketing and selling investment products.
Education and/or Work Experience Requirements:
Bachelor's degree
Prior inside sales experience in alternative asset management
FINRA SIE, Series 7, and Series 63
Required Knowledge, Skills, and Abilities
Strong advisory services background with progressive level of proven results
Strong interpersonal skills with proven ability to build effective relationships
Excellent interpersonal communication and presentation skills
Proven ability to manage a territory, prioritize travel schedules, and balance in-person meetings with virtual engagement.
Passion for alternative investments, with a strong understanding of private markets and portfolio construction.
Ability to engage private wealth advisors in complex investment conversations
Effective analytical skills
Detail oriented
Strong time management and organizational skills
Leadership skills
Work independently and in a team environment
Proactive and innovative self-starter
Other Attributes:
Willingness to work a flexible schedule
High level of confidentiality
Commitment to learning
Possess an accreditation like a CFA, CPA, or CAIA
Salary Range - $78,000 - $90,000
The salary range is an estimate of pay for this position. This position is eligible to receive commission payments in addition to salary. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyChief Philanthropy Officer
President/chief executive officer job in San Diego, CA
Father Joe's Villages is pleased to be working with Blair Search Partners to find a Chief Philanthropy Officer to join our team. Since our founding over 75 years ago, we have focused passionately on our mission of preventing and ending homelessness, one life at a time.
As Southern California's largest homeless services provider, Father Joe's Villages is a beacon of hope and a steadfast presence in the lives of those facing homelessness in San Diego.
With a dedicated team of 500 staff and an annual operating budget of $76.
7M, our programs positively impact the lives of over 15,000 individuals annually, including the 2,000 clients we house nightly through our network of shelters and housing programs.
Auto-ApplyVice President of Business Development, Services & Partnerships
President/chief executive officer job in San Diego, CA
BPS Bioscience advances scientific discovery by enabling researchers with innovative, reliable tools and services. Our expertise spans protein design, expression, and purification; cell line and lentiviral engineering; and biochemical and cell-based assay development. With a portfolio of 4,000+ products and rapidly growing service capabilities, we support research in immunotherapy, epigenetics, cell signaling, adoptive cell therapies, and beyond. Our customers include leading pharmaceutical companies, emerging biotechs, and top-tier academic research institutions worldwide.
Position Overview
We are seeking an experienced and visionary Vice President of Business Development, Services & Partnerships to lead strategic growth initiatives with biotech and pharmaceutical partners. This role will focus on expanding our service business-including custom cell line engineering, assay development, screening services, protein modification, and recombinant protein/antibody production-and building high-value collaborations that accelerate drug discovery. This is a senior leadership role for a strategic thinker who can both open doors and close deals.
Responsibilities
Develop and execute the strategic business development plan for BPS's service portfolio.
Identify, cultivate, and close new partnerships, collaborations, licensing agreements, and long-term service contracts.
Lead discussions and negotiations at the executive level with biotech and pharma partners.
Establish alliances that expand BPS's access to new technologies, markets, or customer segments.
Collaborate closely with internal stakeholders across R&D, Operations, Sales, and Marketing to ensure commercial alignment and successful project execution.
Develop pricing, positioning, and go-to-market strategies for new service offerings.
Represent BPS Bioscience at industry conferences, partner meetings, and on-site customer visits.
Build and maintain strong, lasting relationships with decision-makers across the life sciences ecosystem.
Mentor the business development and services teams, fostering a high-performance, customer-focused culture.
Establish performance metrics, forecasting processes, and reporting systems to track progress against goals.
Provide progress updates towards goals, critical needs, and access to ongoing sales pipeline activity, proposals and contracts
Other duties as assigned
Requirements
Ph.D. in Cell Biology, Immunology, Molecular Biology, Biochemistry, or related field required.
MBA preferred but not required.
10+ years of business development experience in biotech, pharma, research tools, CRO/CDMO, or related service organizations.
Demonstrated ability to structure, negotiate, and close multi-million-dollar agreements.
Deep understanding of early drug discovery workflows, research reagent markets, and/or CRO/CDAO partnership models.
Strong leadership presence with exceptional communication, negotiation, and relationship-building skills.
Benefits!
401k with company match
Medical/Dental/Vision health insurance plans
Vacation and paid holidays
Why Join BPS Bioscience?
Help shape the growth of a recognized leader in first-to-market reagent innovation.
Work with cutting-edge technologies and world-class scientific teams.
Lead partnerships that impact major therapeutic areas, including oncology, autoimmune disease, metabolic disease, and neuroscience.
Competitive compensation package, including base salary, performance incentives, and full benefits
Bioscience is an equal opportunity employer, without regard to race, color, religion, age, gender, sexual orientation, disability, or any other characteristic protected by applicable law.
Vice President, Head of Clinical Operations
President/chief executive officer job in Irvine, CA
The Vice President, Head of Clinical Operations for Autism Services is a key enterprise leader responsible for translating strategic vision into operational execution for Easterseals Southern California (ESSC). Reporting to the Chief Clinical Officer, this role partners closely with the VP, Head of Clinical Services to ensure operational standards and supports are in place. This role leads the implementation of standardized workflows, center development, and performance management systems that drive efficiency, quality, and compliance. With oversight of fiscal planning, data analytics, and cross-functional initiatives, this role ensures that Autism Services deliver measurable outcomes, operational excellence, and a consistent experience for individuals, families, and stakeholders.
Compensation ranges from $170,000 - $221,000 annually
Responsibilities
Participates as a key member of the leadership team to develop and implement the Autism Services strategic plan, goals, and objectives aligned with Easterseals' mission.
Reviews, revises and implements consistent operational standards, practices, and workflows across all autism service centers for added efficiencies and opportunities through the use of technology and other systems.
Standardizes workflows and operational practices across all autism service centers to ensure efficiency, high-quality care, and consistency.
Leads and mentor a team of direct reports, fostering alignment with organizational goals and a culture of excellence.
Oversees staffing models, training, and service delivery in partnership with service line leads.
Partners with the VP of Clinical Services and the VP of Networks to align operations with clinical strategy and evidence-based practices.
Collaborates with the VP of Provider Networks and the VP of Clinical Services to expand access, enhance provider performance, and improve participant outcomes.
Works cross-functionally with People Services on recruitment, succession planning, and leadership development.
Partners with service line leads to provide comprehensive oversight and ensure consistency in all aspects of Autism Services operations, including staffing, training, and service delivery.
Supports the financial health by ensuring budgets are strategically developed, closely monitored, and effectively managed. Services should be maximizing revenue streams, controlling costs, and optimizing resource allocation to support long-term financial stability and mission-driven outcomes.
Leads quality assurance and process improvement initiatives to enhance service delivery and client outcomes.
Leads innovative initiatives by identifying and implementing new care delivery models, operational technologies, and strategic partnerships that enhance service efficiency, scalability, and outcomes.
Leverages data analytics to guide strategic decision-making, track key performance indicators (KPIs), and foster a culture of continuous improvement across clinical and operational domains.
Promotes a culture of service excellence and feedback across all stakeholder groups.
Leads quality assurance and process improvement initiatives to strengthen service delivery, ensure regulatory compliance, and enhance client outcomes.
Ensures adherence to legal and ethical standards. This includes industry regulations, ESSC's policies, and ethical conduct within the workplace. Foster a culture of Compliance, Ethics, and Integrity within the organization.
Oversees the planning and development of new autism centers and facility enhancements, ensuring operational efficiency, regulatory compliance, and alignment with strategic growth objectives.
Provides strategic leadership for the autism service line, overseeing project change management initiatives, driving change, cultivating a culture of excellence and innovation, and contributing to the development and evaluation of new programs.
Collaborates with external vendors, payors, and internal stakeholders to ensure consistent, high-quality service delivery, effective communication, and enhanced client satisfaction across all operational touchpoints.
Promotes a culture of service excellence and continuous feedback across all stakeholder groups.
Partners with leaders to ensure strategic alignment and unified support of organizational priorities.
Qualifications
Education
Master's degree in healthcare administration, business analysis, clinical psychology, behavioral health, or related field.
Experience
Minimum 10 years of progressive leadership experience in clinical operations, preferably in autism, health care or behavioral health services.
Proven ability to lead multidisciplinary teams, manage complex projects, and drive strategic initiatives.
Proven success in strategic leadership roles
A track record of driving operational excellence and innovation
Deep domain expertise in autism service models, and regulatory compliance.
Knowledge, Skills and Abilities
Exceptional analytical, organizational, and communication skills, with the ability to synthesize complex information and drive informed decision-making.
Deep expertise in autism spectrum disorders and evidence-based treatment models, including some preferred but not mandatory experience in Applied Behavior Analysis (ABA).
Comprehensive knowledge of healthcare operations, clinical standards, and regulatory compliance within behavioral health settings.
Proficiency in financial management, strategic budgeting, and utilization of data reporting tools to support operational and clinical performance.
Advanced capabilities in strategic planning, organizational development, and leading enterprise-wide change management initiatives.
Proven ability to lead, inspire, and develop cross-functional teams in a dynamic, mission-driven environment.
Strong interpersonal and stakeholder engagement skills, with the ability to build trust and alignment across diverse audiences, including families, staff, and external partners.
Expertise in project management and process improvement methodologies, such as Lean or Six Sigma.
Skilled in interpreting complex data sets and translating insights into actionable strategies that enhance service delivery and outcomes.
Demonstrated commitment to innovation, continuous learning, and fostering a culture of service excellence.
Auto-ApplyMonarch School Project, Chief Executive Officer
President/chief executive officer job in San Diego, CA
ORGANIZATION
Looking for a dynamic executive to lead a national model of education, care, and community.
Monarch School is the only K-12 public school in the nation exclusively dedicated to educating unhoused youth. Since 1987, Monarch has demonstrated what is possible when education, compassion, and partnership come together to break the cycle of poverty and housing insecurities. Through a unique public private partnership between the San Diego County Office of Education (SDCOE) and the Monarch School Project (MSP), a 501(c)(3) nonprofit, Monarch provides a comprehensive, trauma-informed learning environment that supports nearly 300 students and their families each year.
Students receive an accredited education alongside wraparound supports for the entire family that address academic growth, social and emotional well-being, and essential life skills development. Monarch integrates academics with trauma-informed care, strength-based practices, developmental relationships, and restorative approaches-creating a learning environment where every student is known, supported, and empowered to thrive in school and beyond.
Our state-of-the-art campus features classrooms, arts and athletic facilities, counseling spaces, and family engagement areas. Monarch's holistic services include clinical mental health care, a family resource center, regular family dinners, and alumni support programs that sustain connection and growth well beyond graduation.
At Monarch, we believe that supporting students, families, and alumni together builds the foundation for lasting community transformation-replacing instability with opportunity and empowering every individual to thrive.
To learn more about Monarch School Project, please visit ***********************
OPPORTUNITY
Reporting to a 15-person Board of Directors and managing a $7 million dollar budget, the Chief Executive Officer (CEO) will lead Monarch School Project into its next chapter, stewarding a 67,000-square-foot, $20 million campus and a dedicated multidisciplinary team. This leader will strengthen financial sustainability, advance Monarch's trauma-informed educational model, and deepen partnerships across San Diego and beyond in response to the urgent reality that more than 233,000 young people in California experience housing instability or are unhoused.
The CEO will be a visible, hands-on leader, deeply present on campus and building authentic relationships with students, families, staff, and community partners.
The ideal candidate is mission driven and heart led, with a deep personal connection to Monarch's work. This leader combines compassion with strong business acumen and a strategic mindset focused on long term sustainability. This person is equally comfortable in donor boardrooms and school classrooms. They are a trust builder and bridge builder who fosters and maintains relationships across staff, partners, and the Board. They lead with empathy and equity, centering wellness and belonging, and serve as a visible and relational presence with students, families, and the broader community. Calm and courageous in the face of change, they make values aligned decisions and adapt in complex environments. They are organized with excellent follow through and planning, and they are flexible about working evenings and weekends to meet the needs of the community. This deeply relational leader inspires others through presence, authenticity, integrity, and vision.
Anticipated focus allocation:
Fundraising & Financial Sustainability - 35%
Organizational Culture, Staff Development & Partnership Alignment - 25%
Board, Governance, & External Relations - 20%
Strategic Planning & Program Alignment - 20%
KEY RESPONSIBILITIES
Fundraising & Financial Sustainability
Lead the organization's revenue strategy by expanding and diversifying funding streams, including major donors, foundation and corporate partnerships, and digital campaigns, while strengthening and deepening relationships with existing supporters.
Design and execute a multi-year fundraising and sustainability plan that replaces sunsetting funders and secures long term commitments.
Serve as Monarch's chief spokesperson and public champion, raising the organization's visibility locally, regionally, and nationally through authentic storytelling, public speaking, and presence at community and donor events.
Oversee the organization's finances, including budgets, reserves, forecasting, and investments, ensuring transparency and rigor.
Align financial planning and reporting with strategic priorities to ensure long term stability.
Organizational Culture, Staff Development & Partnership Alignment
Inspire, develop, and retain a talented, mission-driven team committed to trauma-informed and equity-based practices.
Foster a transparent, collaborative culture that builds morale and strengthens trust.
Ensure clear systems for accountability, communication, and alignment across teams.
Deepen relationships with the San Diego County Office of Education (SDCOE) and other key partners, including civic leaders, philanthropists, and mission-aligned organizations through consistent communication, mutual trust, and shared goals.
Model humility, empathy, and accessibility as a visible, supportive leader.
Board, Governance, & External Relations
Partner closely with the Board of Directors to drive strategic direction and monitor progress toward organizational goals.
Equip the Board with clear financial, programmatic, and operational reporting to enable informed oversight.
Leverage the Board's expertise and networks to enhance fundraising, governance, and advocacy efforts.
Represent Monarch as a trusted and credible voice on issues affecting unhoused and underserved youth.
Influence systems and policy on behalf of unhoused youth by elevating Monarch's model, shaping public understanding, and mobilizing investment in long-term solutions.
Strategic Planning & Program Alignment
Implement a refreshed 3 to 5 year strategic plan rooted in Monarch's trauma-informed and equity-based model.
Translate strategy into clear priorities, metrics, and progress reports for the Board and staff.
Ensure all programs and initiatives uphold Monarch's “whole child and family” approach and community-centered values.
PRIORITIES
Top outcomes and priorities for this position within year 1 include:
Financial Stability: Grow and diversify revenue sources; establish multi-year donor commitments, strengthen fundraising systems and build a reserve.
Culture & Trust: Build organizational trust, strengthen staff cohesion, align teams under shared goals, and model authentic leadership.
Partnership Management: Establish trust and operational clarity with the SDCOE partnership to support long-term sustainability.
Strategic Alignment: Ensure the deliverables are met in the current strategic plan in collaboration with the Board.
Community Engagement: Be a visible and relational presence across campus, amplifying Monarch's impact through authentic storytelling, public speaking, and advocacy within the broader community.
Requirements
In order to fulfill these responsibilities, the ideal Chief Executive Officer candidate will have:
Bachelor's degree required; advanced degree preferred.
7-10+ years of senior level leadership.
Solid business acumen for organizations of $5 to 7 million dollars or more.
Proven record of building sustainable fundraising programs and managing major donor portfolios.
Experience working closely with a governing board and diverse stakeholder groups.
Success in creating lasting, impactful partnerships across organizations and communities and demonstrated success working in complex organizations with multiple stakeholder groups such as board, staff, donors, volunteers, and regional partners.
Demonstrated ability to make data driven decisions that enhance outcomes and organizational performance.
Familiarity with public education, youth development, or social services for vulnerable populations.
Excellent communication and public speaking skills with the ability to inspire and engage diverse audiences.
Bilingual English and Spanish is a plus.
Benefits
This position offers a competitive salary range of $200,000 - $235,000. Benefits include medical and dental coverage, 401(k) employer match up to 6%, and generous paid time off that includes 3 weeks of PTO plus approximately 5 additional weeks during school recesses. More details can be provided upon request.
TO APPLY
Please submit a resume online at *****************************************
Monarch School Project is an equal opportunity employer and an organization that values diversity. Recruiting staff to create an inclusive organization is a priority, and we encourage applicants from all backgrounds. Candidates are evaluated solely on their qualifications to perform the work required.
Auto-ApplyChief Operating Officer-2023
President/chief executive officer job in Irvine, CA
Menlo Micro 2023 - Search original was called VP, Sales and Marketing but later changed to Chief Operating Officer.
Chief Operating Officer (COO)
President/chief executive officer job in San Diego, CA
Job Description
About Us: San Diego Cardiac Center is a physician-owned, single-specialty cardiology practice with three locations serving central, eastern, and southern San Diego County. With over 50 years of community presence, we provide high-quality, patient-centered care. Our MSO organization includes 120+ employees, 16 physicians, and a strong leadership team.
Position Summary: We are seeking a strategic and collaborative COO to lead daily operations, drive growth, oversee financial reporting and ensure regulatory compliance. You'll work closely with our physician-led Executive Committee to promote our mission and vision.
Key Responsibilities:
Strategic planning and financial oversight
Clinical and operational leadership
Revenue cycle and vendor management
Staff development and recruitment
Regulatory compliance and quality improvement
Qualifications:
Bachelor's degree required; Master's preferred (MBA, MHA, MPH, CMPE, FACHE)
10+ years in healthcare operations, ideally in physician-owned practices
Strong leadership, communication, and analytical skills
Proficiency in electronic health records, Outlook, SharePoint, Teams
Why Join Us? Be part of a mission-driven team committed to excellence in cardiology care. Lead with autonomy and make a meaningful impact in the San Diego community.
Confidential: Chief Operating Officer
President/chief executive officer job in San Diego, CA
Hiring: Chief Operating Officer (COO)
Company: Confidential Health & Wellness Organization
Reports to: CEO
Status: Full-Time, W2
Do you thrive in fast-paced environments where strategy meets execution?
Are you energized by leading remote teams, optimizing systems, and driving financial performance?
Do you believe in holistic care, digital innovation, and building scalable infrastructure?
This role might be your next big move.
We're a rapidly growing health and wellness company with multiple business units, including a direct-to-consumer eCommerce platform, digital education, virtual care services, and a flagship clinic in Southern California. Projected to reach $8-10M in revenue this year, we're seeking a Chief Operating Officer to partner with our CEO in scaling operations, refining systems, and building a high-performing team.
You're the ideal candidate if you love translating vision into action, managing cross-functional teams, and building infrastructure that supports growth and expansion. You're decisive, emotionally intelligent, and comfortable navigating ambiguity. You know how to lead with clarity, foster collaboration, and drive results, without micromanaging.
If you're passionate about wellness, systems, and scaling impact, we'd love to meet you.
Responsibilities
Operational Leadership
Own daily operations across eCommerce, digital courses, telehealth, and clinic functions
Lead product launch execution across creative, technical, inventory, billing, and customer care
Align cross-functional teams (marketing, fulfillment, customer care, product) on launches and campaigns
Team Management & Culture
Hire, coach, and manage department heads and direct reports
Scale and support remote teams with clear accountability and collaboration
Foster a culture of innovation, transparency, and continuous improvement
Strategic & Financial Oversight
Partner with the CEO to define and execute the company's strategy
Translate vision into operational plans with measurable KPIs
Lead budgeting, forecasting, payroll optimization, and cost control
Conduct P&L reviews and CAC/LTV analysis
Build dashboards and reporting frameworks for executive visibility
Systems, Process & Compliance
Implement and optimize core tools, integrations, and QA processes
Create and maintain SOPs, runbooks, and training materials to reduce rework and increase velocity
Manage contracts, vendor relationships, and operational risk
Own operational dashboards and KPI tracking (e.g., CAC, RPV, churn, retention)
Automation & Innovation
Develop AI literacy across operations
Implement internal automations to improve efficiency and scalability
Requirements
Experience & Background
7+ years in senior operations leadership, ideally within DTC, ecommerce, subscription, or wellness industries
Proven success managing large remote teams (15-50+ headcount)
Strong background in supply chain, digital platforms, and customer lifecycle optimization
Demonstrated success scaling businesses through systems design, automation, and process improvement
Hands-on experience with Shopify Plus and subscription platforms (e.g., Loop, Recharge)
Track record of running product launches and optimizing subscription flows with measurable results
Technical & Financial Skills
Strong financial acumen: P&L management, forecasting, cost control, and departmental budgeting
Skilled in project management and process design (ClickUp preferred)
Experience integrating and governing tools such as Simplero, GoHighLevel, Klaviyo, QuickBooks, and BI dashboards
Leadership & Traits
Calm under pressure, decisive, and proactive problem solver
Able to transform messy processes into scalable, organized workflows
Exceptional communication, leadership, and change management skills
Passionate about wellness, consumer empowerment, and digital innovation
Comfortable with quarterly travel to California and overlapping Pacific time hours
Alignment with holistic medicine and openness to supporting vaccine-injured and non-pharmaceutical approaches
Work Environment & Availability
Ability to travel 5-6 times a year
Flexible work schedule availability to support a multi-time zone team
Access to a computer
Reliable internet connection
Reliable and distraction-free work environment
First Projects
Lead financial restructuring and departmental budgeting to reduce payroll and improve margins.
Implement forecasting tools for CAC, revenue, and subscription health.
Transition new corporate contracts and optimize payroll.
Document SOPs for launch and subscription operations; introduce QA and acceptance criteria.
Drive AI adoption for internal workflows and automation opportunities.
Traits & Mindset
Startup DNA required: hands‑on, adaptable, and comfortable with ambiguity.
Non‑territorial leader who delegates well and builds strong feedback loops.
Perseverance, a long‑term mindset to dig in and get it done.
Emotionally intelligent, constructive in conflict, and aligned with our mission to help people outside conventional Western medicine.
Must be supportive of holistic, naturopathic, and data‑driven integrative care.
Not the right fit if …
You have a series of short job tenures that suggest stepping‑stone behavior.
You have a strong allopathic‑only medical orientation or dismissal of holistic approaches.
You have a territorial behavior that undermines founder authority or cross‑functional collaboration.
You need micromanagement, or you're not able to operate independently.
You lack demonstrable success in cost control or scaling remote teams.
You lack availability outside of hours to assist the extended team in other time zones, when necessary.
Software Utilized by Company
ClickUp, Simplero, Shopify (Shopify Plus), GoHighLevel, WordPress, QuickBooks, Slack, Google Drive, Klaviyo, Loop/Recharge, AfterSell, Looker/Triple Whale (BI dashboards), and various feed/ERP and multi‑market plugins.
Compensation & Benefits
Pay $130,000-$140,000 plus performance‑based bonus (structure TBD).
Healthcare stipend available.
Vacation - 2 weeks per year (after 90‑day probation).
Federal holidays observed; company shutdown around July 4 and Christmas (on‑call expectations).
Perks - free access to courses, employee pricing on supplements and clinic treatments, and select clinical service access.
Company Values
Integrity, Transparency, Empowerment, Innovation, Process Improvement
Interview Process
To apply, please fill out an application at: ******************************
To better allow you to display your skills and to help us determine the best candidates, our recruiting process is approximately four to five weeks and takes place in four rounds:
Initial Application
Skills Application
Live interview with our recruiting agency, IntegrateUp
Final interview with CEO or manager
If selected, you will be invited by email to progress to the next round.
Auto-ApplyChief Operating Officer
President/chief executive officer job in San Diego, CA
Job Description The Chief Operating Officer (COO) at CalPrivate Bank serves as a cornerstone of executive leadership, responsible for driving operational excellence, strategic execution, and organizational cohesion across all lines of business. This role ensures the seamless integration of client experience, operational rigor, technology enablement, and regulatory compliance within a growing bank recognized for its high-touch, relationship-driven approach to banking. Reporting directly to the Chief Executive Officer and collaborating closely with the Chief Banking Officer, Chief Technology Officer, Chief Information Officer, and other members of the Executive Leadership Team, the COO is entrusted with translating the Bank's strategic vision into operational results that strengthen profitability, service quality and institutional resilience.
As a key architect of the Bank's growth strategy, the COO will oversee the optimization of operational and technology infrastructure to support scaling to $5 billion in assets and beyond. Emphasizing innovation, the COO will champion AI-driven automation, digital transformation, and data analytics to deliver faster, smarter, and more secure banking experiences while maintaining CalPrivate's signature personalized service.
By leading through influence, the COO fosters a culture of collaboration, accountability, and service excellence across the organization. They will be instrumental in implementing disciplined process improvement initiatives, ensuring the operational structures evolve in step with the Bank's client-centric growth model and the dynamic regulatory environment. The ideal candidate will bridge strategic foresight with pragmatic execution, embrace technology as a means of quality and scale, translating corporate goals into measurable outcomes and operational sustainability.
The COO ensures the integrity and efficiency of the Bank's day-to-day operations, balancing innovation with risk management. This includes the evaluation and enhancement of systems, workflows, and performance metrics to ensure operational scalability, speed and accuracy. A deep understanding of banking operations from commercial lending to cash management and client onboarding is critical. The COO will champion technology-enabled efficiencies while maintaining the human element that defines CalPrivate's client experience. They will also lead efforts to streamline operations to support the Bank's expanding footprint and diverse portfolio of clients, ensuring that growth is supported by sound infrastructure, automation, and operational readiness and resilience. Oversight of enterprise risk management, vendor governance, and business continuity planning will fall within this executive's purview, reinforcing the Bank's culture of safety, soundness, and compliance.
Directly overseeing the AML/CFT, Bank Secrecy Act, Fraud Management and Risk Management departments, the COO ensures all operational practices uphold rigorous standards for regulatory compliance, data integrity, and internal governance. The role requires balancing innovation with prudent risk management, ensuring that growth initiatives are grounded in sound operational controls and fiduciary responsibility.
The COO is a key driver of technological advancements within the Bank, promoting the integration of automation, data analytics, and digital tools that enhance efficiency and client engagement. This includes overseeing system implementations, vendor partnerships, and process modernization that enables the Bank to deliver faster, smarter, and more secure banking experiences.
The COO will serve as both a strategist and people-leader developing and inspiring a high-performing team of department heads and managers who embody the Bank's values of integrity, accountability, and exceptional service, utilizing Key Performance and Key Risk Indicators. A strong emphasis will be placed on leadership development, talent succession, and the cultivation of a unified operational culture that promotes efficiency and embraces technology without sacrificing personalized service.
Through transparent communication and data-driven decision-making, the COO will ensure that all operational areas are aligned with the Bank's short- and long-term objectives. The successful candidate will be an approachable and empowering leader, capable of fostering engagement across levels, instilling pride in performance and modeling the “One Team” ethos that defines CalPrivate' Culture.
Mission Critical Objectives | Year 1
Conduct a 90-day operational assessment covering all major areas (deposits and branch operations, lending, treasury management, digital banking, risk operations, IT, vendor management, and service delivery).
Develop a growth roadmap integrating relationship-driven service with innovative operations, identifying and pursuing at least one major scalable initiative (e.g., market expansion, strategic partnership, or tech upgrade) to boost revenue or customer acquisition.
Define an operating model that connects growth goals to scalable, efficient processes and measurable outcomes.
Identify high-impact opportunities for process automation, digital adoption, and data integration (e.g., loan origination, account opening, workflow management).
Launch at least one flagship initiative that delivers cost reduction and measurable service improvement (e.g., 20%+ faster turnaround or 15% fewer manual touches).
Align technology investments with business outcomes in partnership with IT and other units.
Improve documentation and auditability of core operational processes.
THE INDIVIDUALThe successful candidate is a banking operations expert, leader and motivator of people who understands business with a hardwired desire to grow an institution and continually exceed expectations. This individual must be entrepreneurial and innovative, with an ability to engage and influence internal stakeholders at all levels as well as external constituents including shareholders, stakeholders and regulators. Most importantly, the candidate must have a positive attitude and a strong work ethic, a proactive approach, be team-centric, display high integrity, and strong moral and ethical compass, as well as reasoned and thoughtful judgment, a sense of urgency and passion for the business, and a balance between strategic and tactical skills. This individual must be curious and have a competitive desire to succeed. We are looking for someone who wants to make a difference and isn't afraid of getting into the details to develop a deep understanding of the strengths, weaknesses, threats and opportunities for the Bank and the Team. Professional Experience + Qualifications
Minimum of 15 years of progressive senior leadership in operations within complex financial institutions (e.g., regional or national banks), with diverse experience in commercial banking, digital transformation, and scalable growth.
Proven track record of technology-led scaling, including implementations that reduce costs by 20%+ while improving service in regulated environments.
Deep expertise in risk management framework and regulatory compliance within financial services, with hand-on experience developing documented, auditable processes that integrate technology for enhanced security and efficiency.
Experience thriving in community banking, blending high-touch service with innovative, cost-effective operations.
Strong skills in goal setting, budgeting, KPIs, personnel management, and committee leadership.
Excellent interpersonal, communication and collaboration skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of the organization.
Strong strategic business outlook and analytical and decision-making skills.
Experience serving and leading various committees.
Current knowledge of banking-related Federal and State laws, rules, and regulations; and national and local economic and competitive trends and conditions.
Client Service and a winning attitude must be part of your DNA.
Leadership Style + Characteristics
Leading by Example: Demonstrate urgency, accountability, servant leadership, client focus, and sound decision-making.
Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish.
Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry.
Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects.
Vision and Purpose: Embrace and communicate CalPrivate's vision, its goals and its business needs; dedicated to success; inspires and motivates.
Adaptability: Effectively lead through change and embrace innovation.
Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions.
Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests.
Ethics and Values: Adheres to code of conduct; and rewards right behaviors.
Entrepreneurial Mindset: Innovative, proactive, team-centric, with high integrity, curiosity, and a competitive drive to succeed and make a difference.
Education + Certifications
Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred.
Relevant certifications (e.g., in risk management, compliance, or technology) are a plus.
SVP, Sales/Marketing
President/chief executive officer job in San Diego, CA
Company Details
Preferred Employers Insurance, A Berkley Company
specializes in providing workers' compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated
A+ Superior
by industry-rating organization, AM Best & Company.
Company URL: *********************
The company is an equal opportunity employer.
Responsibilities
The
Senior Vice President of Marketing and Sales
is responsible for
Creating the operational conditions inside and outside the company that will cause the Preferred brand to influence brokers, consumers and employees to choose Preferred as their insurance company of choice.
• This senior leadership role is all about the productive management of distributors, programs/deals and motivating our employees to be the best they can be at attracting clients to Preferred Employers. This senior job also involves developing and driving the necessary strategies and plans to maximize profitable growth for Preferred Employers in California and beyond.
• This is a senior executive, multi-faceted leadership job representing both Preferred Employers Insurance Company and Preferred's captive agency, Preferred Connect Insurance Center, LLC.
Key functions include but are not limited to:
Develop, implement and drive marketing and sales plans with distributors, including leading our in-house agency, to meet company goals.
Identify, develop, implement, and manage program sales to meet both Preferred's and Preferred Connect's sales goals.
Provide strong leadership and clear direction to employees as required for the company to achieve its production and retention goals and objectives regardless of market cycle.
Create conditions that will foster successful direct to consumer sales without creating channel conflict.
This is a significant leadership position in the company that requires a high-level of communications skill, direct broker contact, direct selling contact with targeted prospects/clients and clear knowledge of customer experience technology tools. Job demands prospecting and finding qualifying deals as well as leading managers and other leaders in the successful sale of large programs and deals. Expectation is that candidate operates as needed when needed where needed to get the job successfully accomplished for Preferred Employers.
Qualifications
BA/BS/MBA degree from an accredited institution, or equivalent.
Strong written and verbal communication skills, attention to detail and deadline structures.
Ability to work both independently and collaboratively with all levels of staff.
Proficient with MS Office software, online technology and social media marketing.
Active California Insurance Broker-License.
10+ years of insurance experience. California specific experienced a plus.
Additional Company Details The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include:
• Base Salary Range: $200,000 - $298,000
• Eligible to participate in annual discretionary bonus.
• Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans.
The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role
Auto-ApplyChief Operating Officer
President/chief executive officer job in Escondido, CA
The Elizabeth Hospice is San Diego's oldest non-profit hospice of 45 years. We are growing and looking for talented individuals to join our high performing team and support our mission. We serve all of San Diego county and south Riverside county with multiple hospice office locations.
Our Mission: To enhance the quality of life for those nearing the end of life's journey and for those who grieve.
The Elizabeth Hospice Chief Operating Officer is responsible for enhancing the organization's internal processes and infrastructure that will allow the hospice to continue to grow and fulfill its mission. Supports the work of the CEO focusing on the establishment and optimization of day-to-day operations. Review on an ongoing basis services being offered; and develop new programs as needs emerge.
Salary: $225,000 -$250,000. Subject to experience and qualifications.
Work Schedule: Monday thru Friday, start time is between 7am-8am. 9/9/80 AWW schedule available after successful completion of 90-day introductory period; allows 1 workday off every 2-weeks.
Work Location: Escondido, CA
Degree of Travel: Travel is required to various office locations, including Mission Valley, Carlsbad, Temecula.
Responsibilities
Ensure that all program activities operate consistently and ethically within the mission and values of the agency.
Provide effective and inspiring leadership, as well as stewardship, by being actively involved in all programs and services. Promote regular and ongoing opportunities for all staff to give feedback on program operations.
Lead a high performing team of department directors to the next level by further developing and implementing recruitment, training, and retention strategies.
Partner with the CEO to represent the agency with external constituency groups, including community, governmental, and private organization
Oversee the creation and implementation of risk management and legal activities: letters of agreement, contracts, leases, and other legal documents and agreements.
Advise the leadership team on key strategic issues and make recommendations on important business decisions.
Establish and oversee operational processes/process improvement.
Ensure that all departments' management staff are fully informed on operational objectives.
Set operational and/or performance goals for each department which are aggressive, achievable, and tied to long-term goals.
Establish and monitor performance reporting systems.
Monitor department performance against performance goals to ensure that progress is being made.
Conduct regular meetings with department directors to ensure that priorities are clear, and coordination is good.
Ensure services and activities comply with all federal, state, funding, and city regulations, certifications, and licensing requirements.
Facilitate resolution of issues between departments.
Take charge in high-priority crises.
Manage strategy implementation, regarding budgets, timelines, and resource allocation.
Consult with department directors on operational and capital budget planning; manage effectively within this budget, and report accurately on progress made and challenges encountered.
Ensure the continued financial viability of the agency's programs and services through sound fiscal management.
Approve expenditures of direct reports.
Hire and administer an effective senior leadership team with provision for succession.
Implement appropriate leadership development that ensures qualified human resources necessary for the achievement of the agency's mission, goals, and objectives.
Ensure the administration of board-approved personnel policies.
Oversee disciplinary actions of direct reports and downstream staff
Qualifications
MBA, MHA, or similar advanced degree required.
MSN, required.
Six Sigma certification, preferred.
Minimum of 10 years of professional experience overall with experience supervising seasoned staff operating multiple programs, or equivalent combination of education and experience.
Strong relationship builder and communicator with experience leading diverse work teams, developing an organization-wide strategy for program excellence, and partnering with the CEO.
Demonstrated ability in fiscal and business management preferable in health care and/or not-for-profit setting.
Demonstrated knowledge of healthcare policies and reimbursement practices.
Demonstrated excellence in both written and oral communications.
Current California driver's license with proof of insurance preferred.
We place a high importance on our employees and reward staff in several ways such as:
Competitive hospice industry compensation
Benefits package with multiple plan offerings and generous employer contribution
401(k) Retirement plan with employer match
Supportive work culture which encourages work life balance
Vacation, Sick, paid holidays & floating holiday
Employee development program managed by in-house education department to support individualized orientation and professional growth needs.
Tuition Reimbursement program
Monthly mileage reimbursement
Employee Referral Program
"The Elizabeth Hospice is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.”
Auto-ApplyJ.P. Morgan Wealth Management - Vice President, Business Development Consultant - Del Mar, CA
President/chief executive officer job in Del Mar, CA
Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
As the Business Development Support Manager within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
Manage timelines, and deliverables for field execution.
Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
Monitor progress, identify risks, and resolve issues that arise during implementation.
Collect and analyze feedback from field teams and clients to inform continuous improvement.
Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
Bachelor's degree in Business, Finance, or related field
7 + years of experience in business development, project management, sales management or implementation roles within financial services.
Proven track record of managing complex projects and cross-functional teams.
Strong organizational, analytical, and problem-solving skills.
Excellent communication, presentation and stakeholder management abilities.
Knowledge of financial products, services, and regulatory requirements.
Experience in coaching Advisors or a sales team
Travel required 50% of the time
Required Licensing
A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
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
Skills
Executive presentation and communication skills
Change management
Cross-functional collaboration
Data analysis and reporting
Training and facilitation
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyVice President, Business Development - Investment Banking & Consulting
President/chief executive officer job in Dana Point, CA
MarshBerry is currently seeking a
Vice President, Business Development
. The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry's products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications.
Responsibilities:
Generate new business for all of MarshBerry's products and services nationally to achieve new business goals.
Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry.
Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
Manage and execute client projects such as strategic planning, perpetuation planning, merger and acquisition transactions, due diligence and valuations or identify appropriate team members to fulfill projects.
Regularly attend Sales Meetings and complete business plans as directed by MarshBerry Sales Leadership.
Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities.
Develop deep and trusted relationships with clients and other team leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
Ensure that the CRM is kept up to date with current and prospective account, client and opportunity information. Provide updates on current pipeline activity at sales meetings.
May serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry's Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services.
Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
Publish articles and deliver presentations on timely topics affecting the insurance and wealth management industries.
Stay abreast of industry news, trends and changes incorporating "proven practices" in the development of services, quality standards, policies, and programs.
Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Special projects and other tasks as assigned.
Selection Criteria
Education & Experience:
Bachelor's degree in Business Management, Finance, or related degrees. Master's degree is a plus.
Related professional designations and licenses are preferred.
Proficient in Microsoft Office Word, Excel, Access, PowerPoint and Salesforce and other software as it applies.
10+ years of business development leadership experience and a proven track record of success in achieving sales goals. Experience in financial services, insurance, consulting or professional services industries.
Experience in financial consulting, merger and acquisition advisory or wealth management is desired.
Formal sales training is preferred such as, Challenger, Sandler, Wilson, IMPAX or equivalent.
Experience with Salesforce is preferred.
Other:
Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
Ability to travel 50-60% of the time; includes overnight and weekend travel.
Ability to work flexible and/or extended hours as needed.
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
Crain's Best Employers in Ohio
The Nation's Best and Brightest in Wellness
North Coast 99
Top Work Places - The Plain Dealer
Weatherhead 100
West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit *******************
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
SEI - SGA Chief Operations Officer
President/chief executive officer job in Costa Mesa, CA
The SGA Chief Operations Officer is responsible for all operational responsibilities of the SGA Executive Board. As well as overseeing and providing operational support to the Student Clubs and Organizations (SCOs) program.
ESSENTIAL FUNCTIONS:
Be responsible for student life operations and administrative duties of the SGA.
Support the SGA in the resourcing and administration of student clubs and organizations.
Regarding students' groups and organizations, the Chief Operations Office shall:
Maintain a roster of active student groups and organizations.
Maintain and update the Student Clubs and Organizations Manual accordingly.
Consult with prospective student clubs on the requirements and responsibilities an active student clubs or organization must maintain.
This includes assisting and answering questions regarding the application process, and the details of an active club or organization membership.
Train the group and organization presidents as determined in conjunction with the SGA Advisor.
Plan, prepare, and recruit all active clubs for the semesterly club fair.
One will be during Welcome Weekend in the Fall, the other will be in the first two weeks of Spring semester.
Oversee all aspects of the Student Clubs and Organizations budget allocations to student groups.
Additionally, as an Executive Board member you share the responsibilities of:
Represent the interests of the student body in front of the University administration, and cooperate with them in the students' best interests
Hold weekly SGA meetings to discuss current issues and events of the student body, and internal affairs of the SGA
Ensure all entities of the SGA are consistent with this constitution
Hold official SGA meetings at least one (1) time a month that are open to the student body discussing current affairs of the traditional undergraduate student body and plans of action
REQUIRED DATES:
SP2025 DATES:
All 2025-2026 Student Leaders:
Monday, March 31 - Welcome Celebration (10:00am-10:50am)
Friday, April 4 - SCORR Conference (All Day)
Saturday, April 5 - CERT Training (All Day)
Monday, April 7 - Leadership Training (10:00am-10:50am)
Monday, April 14 - Leadership Training (10:00am-10:50am)
Monday, April 21 - Leadership Training (10:00am-10:50am)
FA2025 DATES:
Fall Return Date:
Leads and WFP: Wednesday, August 6
All other positions: Thursday, August 7
Fall Leadership Retreat: August 8-11, 2025
Fall Training Week: August 13-20, 2025
Welcome Week: August 21-24, 2025
SP2026 DATES:
Spring Return Date: Wednesday, January 7
Spring Leadership Training: January 7-8, 2026
Spring Welcome Weekend: January 9-11, 2026
ON A SEMESTER BASIS:
Enrolling in the Leadership Practicum (PLST 460) course requirement each semester - one (1) unit
Mondays 10:00-10:50am
*All dates are subject to change based on University and department needs/policies.?
ACADEMIC & CITIZENSHIP STANDARDS:
Be an openly committed Christian and have an active faith in Jesus Christ.
Maintain at least a 2.5 cumulative GPA.
Be in good financial standing with the university.
May not be on disciplinary, academic, or chapel probation (must exhibit consistency in required chapel attendance).
Prioritize student leadership position over extracurricular activities in consultation with your supervisor.
Understand, accept and support the assumptions, goals and objectives of Vanguard University as outlines in the Undergraduate Student Handbook.
COMPENSATION:
This position is 12 hours per week and paid a $3,255.00 total stipend that will be divided evenly between 16 total pay periods (eight in the fall and eight in spring).
Administrative/CEO Physician - Competitive Salary
President/chief executive officer job in Newport Beach, CA
DocCafe has an immediate opening for the following position: Physician - Administrative/CEO in Newport Beach, California. The following information provides an overview of the skills, qualities, and qualifications needed for this role. DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career.
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Monarch School Project, Chief Executive Officer
President/chief executive officer job in San Diego, CA
Job Description
ORGANIZATION
Looking for a dynamic executive to lead a national model of education, care, and community.
Monarch School is the only K-12 public school in the nation exclusively dedicated to educating unhoused youth. Since 1987, Monarch has demonstrated what is possible when education, compassion, and partnership come together to break the cycle of poverty and housing insecurities. Through a unique public private partnership between the San Diego County Office of Education (SDCOE) and the Monarch School Project (MSP), a 501(c)(3) nonprofit, Monarch provides a comprehensive, trauma-informed learning environment that supports nearly 300 students and their families each year.
Students receive an accredited education alongside wraparound supports for the entire family that address academic growth, social and emotional well-being, and essential life skills development. Monarch integrates academics with trauma-informed care, strength-based practices, developmental relationships, and restorative approaches-creating a learning environment where every student is known, supported, and empowered to thrive in school and beyond.
Our state-of-the-art campus features classrooms, arts and athletic facilities, counseling spaces, and family engagement areas. Monarch's holistic services include clinical mental health care, a family resource center, regular family dinners, and alumni support programs that sustain connection and growth well beyond graduation.
At Monarch, we believe that supporting students, families, and alumni together builds the foundation for lasting community transformation-replacing instability with opportunity and empowering every individual to thrive.
To learn more about Monarch School Project, please visit ***********************
OPPORTUNITY
Reporting to a 15-person Board of Directors and managing a $7 million dollar budget, the Chief Executive Officer (CEO) will lead Monarch School Project into its next chapter, stewarding a 67,000-square-foot, $20 million campus and a dedicated multidisciplinary team. This leader will strengthen financial sustainability, advance Monarch's trauma-informed educational model, and deepen partnerships across San Diego and beyond in response to the urgent reality that more than 233,000 young people in California experience housing instability or are unhoused.
The CEO will be a visible, hands-on leader, deeply present on campus and building authentic relationships with students, families, staff, and community partners.
The ideal candidate is mission driven and heart led, with a deep personal connection to Monarch's work. This leader combines compassion with strong business acumen and a strategic mindset focused on long term sustainability. This person is equally comfortable in donor boardrooms and school classrooms. They are a trust builder and bridge builder who fosters and maintains relationships across staff, partners, and the Board. They lead with empathy and equity, centering wellness and belonging, and serve as a visible and relational presence with students, families, and the broader community. Calm and courageous in the face of change, they make values aligned decisions and adapt in complex environments. They are organized with excellent follow through and planning, and they are flexible about working evenings and weekends to meet the needs of the community. This deeply relational leader inspires others through presence, authenticity, integrity, and vision.
Anticipated focus allocation:
Fundraising & Financial Sustainability - 35%
Organizational Culture, Staff Development & Partnership Alignment - 25%
Board, Governance, & External Relations - 20%
Strategic Planning & Program Alignment - 20%
KEY RESPONSIBILITIES
Fundraising & Financial Sustainability
Lead the organization's revenue strategy by expanding and diversifying funding streams, including major donors, foundation and corporate partnerships, and digital campaigns, while strengthening and deepening relationships with existing supporters.
Design and execute a multi-year fundraising and sustainability plan that replaces sunsetting funders and secures long term commitments.
Serve as Monarch's chief spokesperson and public champion, raising the organization's visibility locally, regionally, and nationally through authentic storytelling, public speaking, and presence at community and donor events.
Oversee the organization's finances, including budgets, reserves, forecasting, and investments, ensuring transparency and rigor.
Align financial planning and reporting with strategic priorities to ensure long term stability.
Organizational Culture, Staff Development & Partnership Alignment
Inspire, develop, and retain a talented, mission-driven team committed to trauma-informed and equity-based practices.
Foster a transparent, collaborative culture that builds morale and strengthens trust.
Ensure clear systems for accountability, communication, and alignment across teams.
Deepen relationships with the San Diego County Office of Education (SDCOE) and other key partners, including civic leaders, philanthropists, and mission-aligned organizations through consistent communication, mutual trust, and shared goals.
Model humility, empathy, and accessibility as a visible, supportive leader.
Board, Governance, & External Relations
Partner closely with the Board of Directors to drive strategic direction and monitor progress toward organizational goals.
Equip the Board with clear financial, programmatic, and operational reporting to enable informed oversight.
Leverage the Board's expertise and networks to enhance fundraising, governance, and advocacy efforts.
Represent Monarch as a trusted and credible voice on issues affecting unhoused and underserved youth.
Influence systems and policy on behalf of unhoused youth by elevating Monarch's model, shaping public understanding, and mobilizing investment in long-term solutions.
Strategic Planning & Program Alignment
Implement a refreshed 3 to 5 year strategic plan rooted in Monarch's trauma-informed and equity-based model.
Translate strategy into clear priorities, metrics, and progress reports for the Board and staff.
Ensure all programs and initiatives uphold Monarch's “whole child and family” approach and community-centered values.
PRIORITIES
Top outcomes and priorities for this position within year 1 include:
Financial Stability: Grow and diversify revenue sources; establish multi-year donor commitments, strengthen fundraising systems and build a reserve.
Culture & Trust: Build organizational trust, strengthen staff cohesion, align teams under shared goals, and model authentic leadership.
Partnership Management: Establish trust and operational clarity with the SDCOE partnership to support long-term sustainability.
Strategic Alignment: Ensure the deliverables are met in the current strategic plan in collaboration with the Board.
Community Engagement: Be a visible and relational presence across campus, amplifying Monarch's impact through authentic storytelling, public speaking, and advocacy within the broader community.
Requirements
In order to fulfill these responsibilities, the ideal Chief Executive Officer candidate will have:
Bachelor's degree required; advanced degree preferred.
7-10+ years of senior level leadership.
Solid business acumen for organizations of $5 to 7 million dollars or more.
Proven record of building sustainable fundraising programs and managing major donor portfolios.
Experience working closely with a governing board and diverse stakeholder groups.
Success in creating lasting, impactful partnerships across organizations and communities and demonstrated success working in complex organizations with multiple stakeholder groups such as board, staff, donors, volunteers, and regional partners.
Demonstrated ability to make data driven decisions that enhance outcomes and organizational performance.
Familiarity with public education, youth development, or social services for vulnerable populations.
Excellent communication and public speaking skills with the ability to inspire and engage diverse audiences.
Bilingual English and Spanish is a plus.
Benefits
This position offers a competitive salary range of $200,000 - $235,000. Benefits include medical and dental coverage, 401(k) employer match up to 6%, and generous paid time off that includes 3 weeks of PTO plus approximately 5 additional weeks during school recesses. More details can be provided upon request.
TO APPLY
Please submit a resume online at *****************************************
Monarch School Project is an equal opportunity employer and an organization that values diversity. Recruiting staff to create an inclusive organization is a priority, and we encourage applicants from all backgrounds. Candidates are evaluated solely on their qualifications to perform the work required.