Staff/Senior Associate, Business Intelligence & Transformation
Senior associate job in Florham Park, NJ
We're seeking a driven and analytical Staff/Senior Associate, Business Intelligence & Transformation to join our Technology Advisory team. You will drive NetSuite success, optimize business processes, and turn data into actionable insights. You will work closely with clients and internal teams to implement system solutions, build impactful reports and dashboards, and support smooth NetSuite operations.
Experience with NetSuite is required.
THIS ROLE WILL BE HYBRID, REQUIRING A MINIMUM OF 3 DAYS ONSITE IN OUR FLORHAM PARK OFFICE.
*WE ARE ONLY CONSIDERING LOCAL CANDIDATES. *
Core Responsibilities:
Assist in NetSuite implementations, enhancements, and optimization.
Configure NetSuite system settings, including workflows, forms, custom fields, and role-based permissions.
Execute data import scenarios (CSV imports, templates) and validate data accuracy.
Develop and maintain saved searches, reports, and dashboards to meet client reporting needs.
Perform system testing, troubleshoot issues, and document resolutions.
Support user access management, including roles and permissions setup.
Collaborate to gather business requirements and translate them into NetSuite configurations.
Provide end-user training and create documentation for processes and configurations.
Assist with ongoing system maintenance, updates, and minor customizations.
Participate in quality assurance and ensure deliverables meet client expectations.
Client-facing responsibilities:
Join and lead client meetings to capture requirements and provide solutions with technology.
Support preparation of Statements of Work (SOW) and project scoping activities
Ability to manage multiple projects at a time and adhere to deadlines.
Qualifications:
Bachelor's degree in Business, Information Systems, Accounting, or a related field (required).
1-2+ years of experience with NetSuite is required; experience with NetGain product suite is a plus.
Strong analytical and problem-solving skills to troubleshoot issues and ensure data accuracy.
Excellent communication skills for client-facing interactions and team collaboration.
Experience creating reports, dashboards, and saved searches to support decision-making.
Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Skilled in documenting processes, workflows, and providing end-user training.
Salary Range: $90,000 - $110,000.
"Wiss is committed to fostering a welcoming community.
We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
Syndicate Loan Servicing Senior Associate
Senior associate job in Morristown, NJ
Role: Syndicate Loan Servicing Senior Associate
ONSITE- Morristown, New Jersey
Total Exp: 4 - 6 Years
• Process Commercial Loan transactions within the agreed timelines & accuracy.
• Understanding of Syndicated Loan Agency servicing, participation bought, rollovers, funding, Invoicing & billing process
• Tracking of the transactions assigned and completion on time.
• Daily Reporting of the activities/transactions processed
• Responsible for processing and authorizing daily transactions (reserving of funds, funding with Treasury and drawdown's / rollovers / payments / fees)
• Reviewing and making swift payments as per deal requirements
• High School Diploma or equivalent.
• 2 to 4 years of experience in Syndications & Corporate Lending Operations
• Basic MS Office knowledge
• Good Communication and Co-ordination skills
• Ability to work in a fast-paced environment, meeting time sensitive deadlines and adapting to changing workloads, while maintaining attention to detail and accuracy.
• Completing tasks in a timely manner to meet production service levels.
• Proficient computer skills, including knowledge of Microsoft Office, including Word, Excel, e-mail and internet navigation.
• Exceptional customer service and communication skills.
Associate / Senior Associate - Real Estate Advisory
Senior associate job in New York, NY
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 Associate / Senior Associate of StepStone Real Estate (SRE) will work in a team-oriented culture and play a critical role in the servicing of client relationships through the underwriting of new investment opportunities and general coverage of the real estate private equity market. This role is part of the Manager Research team, which is responsible for covering primary fund investments, client service for discretionary accounts that are wholistic or primaries oriented, and the firm's outstanding advisory practice.
The candidate will have a career progression oriented toward becoming a trusted advisor and client coverage manager, with respect to investment matters ranging from portfolio design to fund selection and other related matters. This position builds the foundation, with a focus on detailed fund underwriting to build investment evaluation and selection skills critical to building outperforming portfolios.
Essential Job Functions:
Write and compile client-ready fund investment evaluations, including Fund Summaries and Investment Committee memos in a team setting, leveraging an array of resources and standard processes.
Perform critical analysis, construct an argument around an opinion and efficiently communicate that argument both verbally and in written materials; be able to defend position in a team environment, including Investment Committee meetings.
Assess marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation, also reviewing and relating the opportunity to SRE House Views on market conditions.
Conduct interviews with senior executives to gather insights and information regarding the style and effectiveness of target fund managers.
Interpret financial analyses prepared by target fund managers, including investment track records; prepare valuation analyses on private real estate using a variety of metrics
Frequent client contact including periodic portfolio reviews and strategic planning
Preparation and coordination of market and portfolio updates for clients and other ad hoc materials as necessary
Source co-investments, secondaries and other tactical investment opportunities
Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The candidate is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job, and the role includes ensuring fund materials, notes and other relevant materials are regularly input to SPI.
Education and/or Work Experience Requirements:
BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience;
4 to 6 years of experience in a manager and/or investment underwriting role in real estate
Required Knowledge, Skills, and Abilities
Developed investment judgment with demonstrable understanding of risk/reward
Exceptional business writing skills, ideally with experience preparing investment committee memos
Client communication skills and experience
Financial modeling skills (pacing models, track record analysis, portfolio construction, etc) and willingness to master proprietary technology and assist in collection and use of a growing performance database
Detail-oriented
Other Attributes:
Commitment to learning
Ability to thrive in a deadline-oriented environment, emphasizing timely and accurate client deliverables
Willingness to work a flexible schedule
Willingness to travel
High level of confidentiality
Possess an accreditation like a CFA, MBA, CPA, or CAIA
Minimum Required 3 days a week in office presence
Salary Range - $112,500 - $128,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#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-ApplySenior Associate NY Building Env Group
Senior associate job in New York, NY
Senior Associate (NY Engineer or Architect for Building Envelope Group) Salary Range: $175,000.00 To $200,000.00 Annually About the job: We are seeking a senior-level manager to join our Building Envelope team in New York City. The ideal candidate has a passion for delivering high-caliber work, enthusiasm for teaching and mentoring both colleagues and clients in our industry, and boundless curiosity to build a better mousetrap (enjoys using technology, thought, or creativity to improve on previous solutions). Energy and circularity will be transforming the way building envelopes are manufactured, designed, and constructed over the next decade. This is your opportunity to be a leader of a team that will teach, test, learn, and deliver the next generation of building envelope designs, repairs, reuse, and investigative solutions.
Key Responsibilities
* Provide leadership in the implementation of planned initiatives that support CTLGroup and the Building Envelope group's strategic direction, which may include technical, project management, business development, or a variety of other company-wide opportunities.
* Provide day-to-day guidance to teams, ensuring to foster a collaborative environment where knowledge is shared and creative solutions are supported.
* Assist with finding, interviewing, hiring, and developing staff through mentorship and providing ongoing feedback.
* Proactively perform Client outreach by leveraging existing client relationships. Work with the CTLGroup business development and marketing teams to prepare and review proposals.
* Apply architectural engineering first principles and analytical methods to determine the causes of building envelope problems, including the root causes of air infiltration, water infiltration, condensation, thermal radiation, and solar radiation.
* Work with CTLGroup colleagues to implement standard operating procedures.Create an atmosphere where incremental improvements can be suggested and implemented for continuous learning and enhancement.
* Oversee the quality of work on a personal level.Implement the CTLGroup quality assurance standards within the building envelope group.
* Support expert witness projects, as needed. Prepare and participate in depositions, as required.
* Manage and oversee projects, ensuring deadlines and budget constraints are met.
* Stay abreast of advancements in building envelope systems, energy codes, materials science, and forensic analysis.
* Experience with FGIA, AAMA, and ASTM exterior wall pre-qualification requirements for a variety of materials and systems.Track record overseeing visible mock-ups and Performance mock-ups.
* Establish and maintain good working relationships and collaborative arrangements within the Architectural/Engineering/Construction/Building Management community and other organizations to help achieve the goals of CTLGroup.
Requirements
* Education: Bachelor's degree (BS) in Civil Engineering, Architectural Engineering, or Structural Engineering required; an Advanced degree (MS / PhD) is an asset.
* Experience: 11+ years of project experience in building envelope design, repair, and investigation. 5+ years of experience in the New York market. 2+ years managing direct reports.
* Licensure: Professional licensure is a requirement, either a Professional Engineer (PE) in the State of New York, or a Registered Architect (RA) in the State of New York, with both licenses an asset.
* Certifications (For NY candidates only): Experience with NYC Local Law 11 Facade Inspection Safety Program. Qualified Exterior Wall Inspector (QEWI) designation from the New York City Department of Buildings or ability to obtain QEWI within 12 months of start.
* Communication Skills: Excellent written and verbal communication skills. (Be willing to provide examples within the interview process) Expresses a passion for working on challenging building envelopes (either forensic investigations of exterior wall systems or working with design architects on custom-designed / high-performing exterior wall systems. Both are assets.)
* Project Management: Experience managing budgets and schedules, and leading projects that require multiple disciplines to achieve the project goals.
* Business Development: Track record of clients who are satisfied with project delivery (at least three references will be required). Fluent in proposal writing.
Physical and Travel Demands
* Position may require some work to be completed in a field or laboratory environment, including work from heights or in confined spaces.
* Enjoy up to 20%+ of the time in the field mentoring staff on building envelope existing conditions.
* Up to 15% travel at times may be required at times for this position.
Who we are:
We are CTLGroup, a team of engineers, architects, scientists, and consultants who are seasoned technical experts possessing unparalleled experience, knowledge, and testing proficiency in structures and materials. Our integrated team is backed by one of the most sophisticated commercial structural and building materials laboratories in the United States. Whether providing technical consultation, conducting laboratory studies, performing failure investigations, or offering expert testimony, we aim to solve our clients' problems and assist in achieving their objectives. Beyond delivering mere data, our team provides a foundation of confidence upon which our clients can build.
* This job description describes the general nature of the position. The above declarations are not intended to be a complete list of responsibilities, skills and abilities required to do the job. CTLGroup provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Investor Relations - Senior Associate
Senior associate job in New York, NY
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for an Investor Relations Senior Associate to join our Advisory team. Investor Relations is key to our mission of increasing our generation's compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan's Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan's investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You'll Do:
Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video
Grow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delight
Design and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to you
Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio
Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)
Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most
Help us build a best-in-class team and company
Qualifications
4-6+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
Exceptional written and communication skills along with an acute attention to details
Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
Strong ability to work cross functionally and think creatively to drive product growth
Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
Proficiency with basic financial modeling in Microsoft Excel
You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
Auto-ApplySenior Associate Corporate Counsel
Senior associate job in New York, NY
ABOUT THE JOB
The ACLU seeks applicants for the full-time position of Senior Associate Corporate Counsel in the Corporate Counsel's Office of the ACLU's National office in New York, NY. This is a hybrid role that has in-office requirements of two (2) days per week or eight (8) days per month.
The ACLU leverages the resources of outside contractors to supplement the talents of its own staff and maximize its impact. To protect its tax-exempt status and its fundraising, advocacy, and litigation capabilities, the ACLU must maintain rigorous compliance with a myriad of federal, state, and local laws and regulations. The Office of Corporate Counsel provides the primary support for both of those efforts. We draft and negotiate contracts that vastly expand the organization's reach and support the functions of every department. We create compliance programs, train staff, and provide compliance advice, all with the goal of maintaining the highest standards of professional and business conduct.
WHAT YOU'LL DO
The Senior Associate Corporate Counsel will serve to support the Co-Chief Corporate Counsels with regulatory compliance matters, primarily, within the Office of Corporate Counsel.
YOUR DAY TO DAY
Advise regularly on all compliance matters related to tax-exempt organization federal tax law issues, particularly focusing on managing political campaign intervention and lobbying definitions, and other important principles for 501(c)(3), 501(c)(4), and 527 organizations
Advise staff across the organizations on federal tax law principles including unrelated business income tax, private benefit and commerciality analyses, Form 990 completion, formation and control of additional entities, and cost sharing protocols and processes
Support the Co-Chief Corporate Counsel for Regulatory Compliance in managing compliance with a variety of other regulatory regimes, specifically focusing on charitable solicitation law and consumer protection regulations
Assist as needed with contract drafting and negotiation, particularly contracts involving tax law or charitable solicitation law components (such as helping staff decided about entities to involve in the contract, licensing arrangements with commercial entities, event sponsorships. and charitable sales promotion agreements)
With the Co-Chief Corporate Counsels, lead development of training programs and processes for federal tax law compliance, as well as charitable sales promotion and cause marketing trainings and materials
Partner and advise on all federal tax law timekeeping, budget coding, and other tax compliance reporting for the organizations, working closely with ACLU Finance and program staff to track, prepare, and review data on rapid timeliness and to implement ongoing system improvements
Assist the Co-Chief Corporate Counsels with nonprofit governance issues as needed, including state nonprofit corporation law research and review of internal governance documents
Work effectively with outside counsel as necessary
FUTURE ACLU'ERS WILL
Be committed to advancing the mission of the ACLU
Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives
Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts
WHAT YOU'LL BRING
A JD degree from an accredited university
Admitted to practice in at least one state (NY preferred)
PREFERRED QUALIFICATIONS
Three to four years' experience practicing in the areas of U.S. federal tax law for tax-exempt organizations, in an in-house or law firm environment
Experience with charitable solicitation regulation and commercial co-ventures
Experience with other regulatory regimes, including consumer protection regulation, trade sanctions, and state and local tax law, and with nonprofit corporate governance issues
Ability to navigate a complex organization and work in a fast-paced environment
COMPENSATION The ACLU is committed to equity, transparency, and clarity in pay. Consistent with our compensation philosophy, there is a set salary for each role based on geographic work location. The annual salary for this position is $132,566 (Level F), reflecting the salary of a position based in New York, NY. Salaries are subject to a regional pay adjustment if authorization is granted to work outside of the location listed in this posting. For details on our pay structure, please visit: ************************************************************************ WHY THE ACLU
For over 100 years, the ACLU has worked to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it's ending mass incarceration, achieving full equality for the LGBTQ+ community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people.
We know that great people make a great organization. We value our people and know that what we offer is essential not just their work, but to their overall well-being.
At the ACLU, we offer a broad range of benefits, which include:
Time away to focus on the things that matter with a generous paid time-off policy
Focus on your well-being with comprehensive healthcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care & fertility treatment)
Plan for your retirement with 401k plan and employer match
We support employee growth and development through annual professional development funds, internal professional development programs and workshops
OUR COMMITMENT TO ACCESSIBILITY, EQUITY, DIVERSITY & INCLUSION
Accessibility, equity, diversity and inclusion are core values of the ACLU and central to our work to advance liberty, equality, and justice for all. For us diversity, equity, accessibility, and inclusion are not just check-the-box activities, but a chance for us to make long-term meaningful change. We are a community committed to learning and growth, humility and grace, transparency and accountability. We believe in a collective responsibility to create a culture of belonging for all people within our organization - one that respects and embraces difference; treats everyone equitably; and empowers our colleagues to do the best work possible. We are as committed to anti-oppression, anti-ableism, and anti-racism internally as we are externally. Because whether we're in the courts or in the office, we believe ‘We the People' means all of us.
With this commitment in mind, we strongly encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction, or any other characteristic protected by applicable law.
The ACLU is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and need assistance applying online, please email
************************
. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
Auto-ApplyAssociate/Senior Associate, Complex Securities
Senior associate job in New York, NY
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
The Valuation Associate role in the Complex Instruments Group is focused on supporting complex securities valuations. You will assist clients by applying complex valuation methods to a variety of analyses. You will be using options pricing theory in implementing various models such as lattice models or Monte Carlo simulations. The valuations will include different equity classes and equity awards, complex debt products, embedded derivatives, and contingent consideration.
What you will do:
Value complex financial instruments to support clients for financial reporting requirements, tax planning purposes, fairness opinions, etc.
Analyze and develop models to value a variety of financial instruments and complex structures using option pricing theory, including Monte Carlo simulations and lattice models
Prepare reports, proposals and executive presentations
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Build deeper relationships with clients as part of an ongoing project
What you will need:
Bachelor's degree in accounting, finance, business, or related discipline is required
Master's degree in a quantitative field, such as an MBA with a finance concentration or a master's in financial engineering, is a plus
Minimum of 1 year of experience working on complex securities valuations in areas such as equity awards, contingent considerations, equity allocations, warrants, and convertible debt instruments
Familiarity with valuation guidance, including ASC 820, ASC 718, ASC 805, and IRC 409A
Strong computer skills, including proficiency in MS Excel, are required. Programming skills in Python, R, or MATLAB are a plus
Strong analytical and modeling skills, including Monte Carlo simulations and lattice models
Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
Excellent verbal and written communication skills
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings, visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************. $72,500 - $120,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details
Auto-ApplySenior Associate, Security (Project Manager) - NJ
Senior associate job in Madison, NJ
**CMTA (formerly AMA Group), a Legence company** CMTA is one of the fastest-growing engineering firms in the U.S., known for sustainable, high-performance building systems and complex MEP/FP delivery. Through AMA's design expertise in media, broadcast, and production facilities-and CMTA's national portfolio in education, healthcare, and zero-energy projects-we pair deep technical craft with an innovative, collaborative culture that accelerates careers.
AMA Group is seeking an experienced **Senior Associate Security Project** **Manager** who will be responsible for managing all project activities for our Access Control and Video Surveillance projects. This position will be client interfacing, responsible for all parts of project delivery, involved technically, and responsible for leading and managing all internal resources on each project.
**Key Responsibilities:**
+ Meet with clients to develop Access Control and Video Surveillance criteria and assist with providing recommendations to clients and project teams
+ Develop drawings and specifications for security system schematics inclusive of rise diagrams, access control devices, video surveillance devices, visitor management systems, and equipment room space requirements using AutoCAD and Revit
+ Design and coordinate with architectural and engineering disciplines; interface with clients and construction industry contractors
+ Document and compile design criteria
+ Coordinate door hardware requirements with project team members
+ Prepare Security System documentation and RFP packages
+ Write CSI format specifications for Security Systems
+ Organize, lead, and prepare detailed meeting minutes for security coordination meetings
**Desired Skills and Experience:**
+ Bachelor's in Engineering, Computer Science, or related discipline; Security Systems Design certification of CPP is preferred
+ 10+ years of experience with access control, turnstile integration, surveillance, and visitor management designing, planning, and project management
+ Understanding of door hardware (mortise locks, electrified strikes, magnetic locks) and ability to coordinate detailed requirements with architect or door hardware professionals
+ Thorough familiarity with blueprints and development of construction documentation
+ Resource management in the development of construction documents and RFPs
+ AutoCAD and REVIT proficiency
+ Basic knowledge of MS Office: Word, Excel, Outlook, PowerPoint, and Project
\#LI-CC1 #LI-Onsite
**The Employee Experience**
People are at the heart of what we do. We're committed to a diverse, inclusive culture where employees thrive-individually and as a team-with development, wellness, and day-to-day experience front and center. We offer competitive benefits and a collaborative, fun work environment. Our team was named "Best Engineering Firm to Work" for by Best Companies Group for 2024, 2025, and 2026-a people-first standard AMA continues as they integrate with CMTA.
**About Legence**
Legence (****************************** (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems-enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
**Benefits Overview**
**401(k) Plan with Company Match:** Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
**Health & Welfare Benefits:** Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
**Life and Disability Insurance:** Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
**Time Off:** Flexible non-accrual vacation; company holidays per policy. _(For California employees, this is separate from California paid sick leave, if applicable.)_
**Expenses:** Business travel and related expenses reimbursed per company policy.
**Reasonable Accommodations**
If you need assistance or accommodations during the application or interview process, please contact us at ******************* or your dedicated recruiter with the job title and requisition number.
**Third-Party Recruiting Disclaimer**
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
**Pay Disclosure & Considerations**
Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
**Equal Employment Opportunity Employer**
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
**Job Details**
**Pay Type** **Salary**
**Education Level** **Bachelor's Degree**
Senior Associate, Programmatic
Senior associate job in New York, NY
At Horizon Media, we are committed to fostering innovation and achieving success for our clients' businesses through exemplary media planning and buying. Within Horizon, the Programmatic media capability plays a pivotal role in ensuring that our clients' messages and value propositions resonate with consumers amidst a rapidly evolving media landscape. Horizon is devoted to investing in technology, automation, and artificial intelligence to enhance our offerings, making them as intelligent, sophisticated, interconnected, effective, and distinguished as possible. Programmatic media planning and activation goes to the heart of Horizon's investment focus.
Job Summary
The role of Senior Associate, Programmatic seeks a strong programmatic media planner with hands-on-keyboard experience to lead the creation of tactical programmatic media plans and oversee in-platform platform set up and optimization. This role is critical to make sure that the distinguished subject matter expertise of our programmatic capability is able to be effectively translated into tactical application.
Main Duties and Responsibilities
60% Strategic Planning & Optimizations
Analytical Planning: Use reporting to make analytical decisions that lead to key tactical and audience approaches as seen in plan formulation.
Tactical translation: Be able to articulate how overarching media strategy and the role of channels results in the particulars of the programmatic plan created.
Platform fluency: Exhibit proficiency in collaborating with Associates on the in-platform campaign set up and tracking and tagging details for campaign plan success.
Optimization backup: Step in to help with campaign optimizations as necessary in balancing bandwidth needs of your team members and pod of accounts.
Negotiation input: Lean in on negotiations with publishers and platforms to get the most out of the partners we're tapping into and the ways in which they're pricing and making their solutions accessible to us
Bidding & Optimization plan: Work with Associates to craft a thoughtful plan for bid adjustments and optimization levers in anticipation of how the campaign will perform
20% Account Management
Clear Communication: Ensure intrateam alignment on all critical details and understanding. See around corners to anticipate where confusion could arise.
Opportunity identification: Surface areas where further education or test and learning options would make sense to share and discuss
20% Learning & Development
SME showcasing: Gain subject-matter expertise in programmatic technology, strategy, and optimization concepts and practice speaking to an increased grasp of these concepts
Knowledge share: Recognize opportunities to talk about what your campaigns are doing that is noteworthy and thoughtful in order to be able to help other teams and verticals with consideration for what might work for them.
Supervisory Responsibilities
No Managerial responsibility but work closely with Associates, Assistants and Interns to provide training and onboarding.
Knowledge and Skills Required
At least 2 years of in-platform programmatic experience.
Proven ability to develop/implement/improve business processes.
Proven ability to thrive in highly collaborative work environments.
Must be a self-starter and exhibit advanced business maturity.
Advanced user of at least two DSPs (The Trade Desk, DV360, Walmart Connect, Amazon, Yahoo.)
Strong knowledge of statistical concepts relevant to optimization, as well as scientific testing in live campaign environments.
Experience mentoring junior employees is preferred and influencing strategic decisions a big plus
Demonstrated success in driving partner negotiations to increased performance success
Demonstrated success in mapping analytical insights to plan development, measurement approach and optimization plan
Advanced ability in Microsoft Excel expected.
Comfort level with being able to parallel path and work across multiple workstreams and clients at the same time.
Certificates, Licenses, and Registrations
None required.
Physical Activity and Work Environment
None required.
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
#LI-JC2
#LI-HYBRID
Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
Salary Range
$64,350.00 - $85,000.00
A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role.
As an organization, we take an aptitude and competency-based hiring approach.
We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.
Auto-ApplyPersonal Lines Senior Associate Client Representative - NJ/NY Metro
Senior associate job in Iselin, NJ
Job Description
World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities.
Essential Duties and Responsibilities
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Initiate endorsements, proofs of insurance and invoices
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
Other Responsibilities, as applicable
May pull items such as MVR, CLUES, Risk Meters, RCE etc.
Generate and send renewal proofs, if requested
Check endorsement against request
Document maintenance/retrieval
Qualifications
2+ years' experience in Personal Property and Casualty
Must hold state Property & Casualty insurance license
Knowledge of Excel, Word, and other MS Office products to include basic formatting
Knowledge of agency management systems and Carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
Able to meet quality standards and achieve urgent tasks.
Strong written, oral, and interpersonal communication skills
Able to follow a well-established and familiar set of activities and/or process to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
HS Diploma or equivalent
Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $59,000 to $64,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
#LI-MA1
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Senior Associate - Digital Product Management - Enterprise Architecture
Senior associate job in New York, NY
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
About Enterprise Architecture:
Enterprise Architecture is an organization within the Chief Technology Office at American Express and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include:
1. Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise.
2. Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support.
3. Governance: this pillar is responsible for defining technical standards, and developing innovative tools that automate controls to ensure compliance.
4. Colleague Enablement: this pillar is focused on colleague development, recognition, training, and enterprise outreach.
About the Role:
The American Express Developer Portal is where our partners meet our platform. It is the single window into our B2B APIs, documentation, and onboarding experience. We are looking for Product Manager Associate who is passionate about building clarity, consistency, and delight into that journey. In this role, you will help shape how developers and partners discover, onboard and build with our APIs. You will combine empathy for the user with curiosity for the technology, ensuring that our developer experience is not only functional but frictionless, insightful, and always improving.
What you will do:
* Champion the developer journey: Understand and document the end-to-end experience of developers and partners from signup to successful integration and identify opportunities to simplify and accelerate that journey.
* Drive operational experience: Monitor key onboarding and usage metrics to ensure our platform's objectives of speed, clarity, and reliability are consistently met.
* Extract meaningful insights: Gather and synthesize feedback from support queries, partner touchpoint, and satisfaction surveys, and translate these into actionable improvements.
* Elevate content and communications: Work with product and technical teams to refine portal content, FAQs, and self-service tools that empower developers to progress independently.
* Support portal evolution: Coordinate enhancements that improve usability, accessibility, and alignment to business needs.
* Collaborate across teams: Serve as the connective link between product, engineering, and partner operations to ensure that the developer experience evolves holistically.
What you Bring:
* A strong sense of empathy for developers and B2B partners and the ability to view the developer platform from their perspective.
* Excellent communication and analytical skills with confidence in interpreting data and turning insights into clear next steps.
* A thoughtful approach to communication, with the ability to understand the audience and tailor messages so they are clear, digestible, and impactful.
* Familiarity with API ecosystem, developer tools and B2B integration workflows.
* Curiosity for how things work and comfort navigating technical concepts.
* Basic coding experience or exposure is helpful but not required.
* A natural interest in operations and a desire to design better processes whenever you sense an opportunity.
* A collaborative mindset and pride in helping teams align around a shared experience vision.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Senior Proposal Associate
Senior associate job in New York, NY
JOB SUMMARYAs a Senior Proposal Associate, you will contribute to a dynamic team and firm growth via the creation of visually compelling pitch material, RFP responses, presentation decks, and other proposal collateral. This role is centered on writing and managing persuasive, high-quality proposals and RFP responses while ensuring accuracy, compliance, and alignment with UHY's brand and messaging standards. You will collaborate closely with leadership and subject matter experts to improve proposal effectiveness, implement best practices, and play an essential role in driving new business opportunities.
The ideal candidate is a seasoned proposal professional who thrives in a fast-paced environment and brings both tactical writing expertise and strategic insight to the proposal function.
Contribute to the proposal process by preparing and managing individual pitches and RFP responses from intake through final submission, leveraging proposal software (Responsive, formerly RFPio) to ensure high-quality, compelling submissions
Write, edit, and refine proposal content to produce winning, client-focused responses.
Collaborate with subject matter experts and firm leaders to translate technical content into persuasive, accessible messaging
Participate in opportunity vetting discussions with partners, contributing to strategy and qualification decisions
Monitor online RFP databases (e.g., GovWin) and contracts to identify upcoming opportunities and provide updates to leadership
Maintain a comprehensive log of proposals, tracking deadlines, progress, submissions, and outcomes
Ensure proposals comply with all solicitation requirements and internal quality standards
Develop and implement process improvements to enhance proposal efficiency, accuracy, and impact
Oversee ongoing quality control for proposal content, ensuring consistent tone, style, and compliance with brand standards
Develop customized presentation content for finalist/short-list meetings, including defining frameworks, mapping content to key messages, and managing layout and design
Contribute to strategies that monitor market trends, competitors, and other forces that could affect proposal positioning
Maintain and improve firm-wide proposal resources such as templates, style guides, and content libraries
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Limited travel may be requested for attending events, conferences, or internal meetings
Required education and experience
Bachelor's degree in marketing, communications, English, journalism, or a related field
5 -7 years of progressive experience in proposal writing and management, preferably within a professional services firm
Proven expertise in writing, editing, and managing persuasive proposals and RFP responses
Strong project management skills with the ability to manage multiple deadlines and coordinate diverse stakeholder input
Experience implementing proposal best practices and process improvements
Preferred education and experience
Familiarity with proposal management software such as Responsive (RFPio) or a similar platform
Experience developing finalist/short-list presentations
Familiarity with market research and competitor analysis to support proposal positioning
Ability to build strong internal and external relationships to support business development goals
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $85,000 to $100,000.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplySenior Associate Director, Employee and Labor Relations
Senior associate job in Hempstead, NY
About Hofstra Hofstra University is nationally ranked and recognized as Long Island's largest private university located in Hempstead, N.Y. When you work at Hofstra, you join a team of talented professionals committed to preparing students for the challenges of tomorrow, in an environment that cultivates learning through the free and open exchange of ideas for the betterment of humankind. The work we do at Hofstra supports the education and well-being of our students, and the workforce of the future. While working towards this mission, employees can take advantage of many enriching experiences on campus. Whether it's a lunchtime lecture, a Division I NCAA athletics game, a musical concert, a theatre performance, or a visit to one of our two accredited museums, there is always something exciting to do at Hofstra. Enjoy the ease of going to the fitness center, taking a swim, or grabbing a bite to eat without having to leave our beautiful campus! Hofstra University is dedicated to recruiting and retaining a highly qualified and diverse academic community of students, faculty, staff, and administrators respectful of the contributions and dignity of each of its members. We welcome applications from individuals of all backgrounds and experiences and are committed to building a diverse and inclusive community.
Position Title Senior Associate Director, Employee and Labor Relations Position Number 899677 Position Category Administration School/Division Human Resources (division) Department Office of Human Resources Full-Time or Part-Time Full-Time Description
Reporting to the Vice President for Human Resources & CHRO, the Senior Associate Director of Employee & Labor Relations provides strategic and operational leadership in employee and labor relations, performance management, recruitment and onboarding and HR compliance. The role requires the ability to operate with a high level of discretion, independent judgment, and autonomy while navigating sensitive and complex issues.
The Senior Associate Director serves as a trusted advisor and subject matter expert on complex personnel matters, labor relations, and employee engagement, offering thoughtful guidance that supports effective decision-making and strengthens organizational outcomes.
Responsibilities include but are not limited to:
* Advise and counsel supervisors, and employees on employee relations, performance management, and disciplinary actions, ensuring consistency and compliance with labor laws and institutional policies.
* Serve as the University's primary resource for labor and employee relations matters, including the interpretation and administration of collective bargaining agreements across multiple bargaining units.
* Investigate workplace complaints, prepare findings and recommendations, and work collaboratively with the Office of General Counsel as needed.
* Represent the University in grievance and disciplinary hearings, as appropriate.
* Partner with labor union representatives and management to foster positive, collaborative relationships and effective communication.
* Develop and implement proactive employee relations initiatives that enhance engagement, retention, and workplace culture.
* Partner with the Assistant Director of Human Resources Operations on the review, enhancement, and implementation of HR processes and workflows.
* Partner with the Senior Director of Benefits Administration to coordinate responses to workplace accommodation requests under the ADA and related laws.
* Manage unemployment claims and represent the University at hearings, as required.
* Contribute to the development, communication, and implementation of HR policies, ensuring alignment with federal, state, and local laws, as well as University goals.
* Partner with senior HR leadership on organizational design, change management, and professional development initiatives.
* Supervise the Talent Management Specialist and mentor HR team members to ensure excellence in customer service, compliance, and overall HR service delivery.
* Build strong working relationships across divisions to promote trust, transparency, and effective communication.
* Serve as a representative of the HR Department on University-wide committees.
* Oversee the University's Harassment Prevention Training Program and ensure full compliance with applicable regulations.
* Perform other related duties as assigned.
Qualifications
* Bachelor's degree in Human Resources Management, Business Administration, Industrial/Organizational Psychology, or a related field.
* Minimum of 5 years of progressive HR experience, specifically in employee and labor relations within a unionized environment.
* Demonstrated experience advising leadership on complex personnel and labor matters and managing investigations.
* Strong knowledge of federal and state employment laws, including FLSA, ADA, FMLA, Title VII, and collective bargaining practices.
* Excellent interpersonal, written, and verbal communication skills, with strong negotiation and conflict-resolution abilities.
* Proven ability to manage sensitive matters with a high level of discretion, professionalism, and confidentiality.
* Advanced proficiency in Microsoft Office, HRIS platforms, and data analytics tools.
* Ability to work before or after normal business hours, as needed, to support University operations.
Preferred Qualifications
* Master's degree in Human Resources Management, Labor Relations, or related discipline.
* Professional certification (SHRM-CP/SCP, HRCI PHR/SPHR).
* Experience working in higher education or another complex, unionized environment.
* Demonstrated success managing cross-functional HR projects or organizational initiatives.
* Experience with PeopleAdmin, Oracle, or similar HR systems.
Special Instructions Deadline Open Until Filled Date Posted 12/01/2025 EEO Statement
Hofstra University is an equal opportunity employer and is committed to extending equal opportunity in employment to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, physical or mental disability, marital or veteran status or any other characteristic protected by law.
Salary/Salary Range $120,000-130,000
Additional Information
Hofstra University provides the above salary* as a good faith estimate of the starting pay range which considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and education. In addition to the salary offered, we offer a collegial and inclusive culture, and a benefits program which includes generous paid time off, paid holidays, tuition remission for employees and eligible dependents, and a retirement plan with University contributions.
* Salary ranges indicated for positions covered under a Collective Bargaining Agreement are in accordance with the CBA.
Associate / Senior Associate - Real Estate Advisory
Senior associate job in New York, NY
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 Associate / Senior Associate of StepStone Real Estate (SRE) will work in a team-oriented culture and play a critical role in the servicing of client relationships through the underwriting of new investment opportunities and general coverage of the real estate private equity market. This role is part of the Manager Research team, which is responsible for covering primary fund investments, client service for discretionary accounts that are wholistic or primaries oriented, and the firm's outstanding advisory practice.
The candidate will have a career progression oriented toward becoming a trusted advisor and client coverage manager, with respect to investment matters ranging from portfolio design to fund selection and other related matters. This position builds the foundation, with a focus on detailed fund underwriting to build investment evaluation and selection skills critical to building outperforming portfolios.
Essential Job Functions:
* Write and compile client-ready fund investment evaluations, including Fund Summaries and Investment Committee memos in a team setting, leveraging an array of resources and standard processes.
* Perform critical analysis, construct an argument around an opinion and efficiently communicate that argument both verbally and in written materials; be able to defend position in a team environment, including Investment Committee meetings.
* Assess marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation, also reviewing and relating the opportunity to SRE House Views on market conditions.
* Conduct interviews with senior executives to gather insights and information regarding the style and effectiveness of target fund managers.
* Interpret financial analyses prepared by target fund managers, including investment track records; prepare valuation analyses on private real estate using a variety of metrics
* Frequent client contact including periodic portfolio reviews and strategic planning
* Preparation and coordination of market and portfolio updates for clients and other ad hoc materials as necessary
* Source co-investments, secondaries and other tactical investment opportunities
* Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The candidate is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job, and the role includes ensuring fund materials, notes and other relevant materials are regularly input to SPI.
Education and/or Work Experience Requirements:
* BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience;
* 4 to 6 years of experience in a manager and/or investment underwriting role in real estate
Required Knowledge, Skills, and Abilities
* Developed investment judgment with demonstrable understanding of risk/reward
* Exceptional business writing skills, ideally with experience preparing investment committee memos
* Client communication skills and experience
* Financial modeling skills (pacing models, track record analysis, portfolio construction, etc) and willingness to master proprietary technology and assist in collection and use of a growing performance database
* Detail-oriented
Other Attributes:
* Commitment to learning
* Ability to thrive in a deadline-oriented environment, emphasizing timely and accurate client deliverables
* Willingness to work a flexible schedule
* Willingness to travel
* High level of confidentiality
* Possess an accreditation like a CFA, MBA, CPA, or CAIA
* Minimum Required 3 days a week in office presence
Salary Range - $112,500 - $128,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#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-ApplySenior Associate NY Building Env Group
Senior associate job in New York, NY
Senior Associate (NY Engineer or Architect for Building Envelope Group)
Salary Range: $175,000.00 To $200,000.00 Annually
About the job:
We are seeking a senior-level manager to join our Building Envelope team in New York City. The ideal candidate has a passion for delivering high-caliber work, enthusiasm for teaching and mentoring both colleagues and clients in our industry, and boundless curiosity to build a better mousetrap (enjoys using technology, thought, or creativity to improve on previous solutions). Energy and circularity will be transforming the way building envelopes are manufactured, designed, and constructed over the next decade. This is your opportunity to be a leader of a team that will teach, test, learn, and deliver the next generation of building envelope designs, repairs, reuse, and investigative solutions.
Key Responsibilities
Provide leadership in the implementation of planned initiatives that support CTLGroup and the Building Envelope group's strategic direction, which may include technical, project management, business development, or a variety of other company-wide opportunities.
Provide day-to-day guidance to teams, ensuring to foster a collaborative environment where knowledge is shared and creative solutions are supported.
Assist with finding, interviewing, hiring, and developing staff through mentorship and providing ongoing feedback.
Proactively perform Client outreach by leveraging existing client relationships. Work with the CTLGroup business development and marketing teams to prepare and review proposals.
Apply architectural engineering first principles and analytical methods to determine the causes of building envelope problems, including the root causes of air infiltration, water infiltration, condensation, thermal radiation, and solar radiation.
Work with CTLGroup colleagues to implement standard operating procedures.Create an atmosphere where incremental improvements can be suggested and implemented for continuous learning and enhancement.
Oversee the quality of work on a personal level.Implement the CTLGroup quality assurance standards within the building envelope group.
Support expert witness projects, as needed. Prepare and participate in depositions, as required.
Manage and oversee projects, ensuring deadlines and budget constraints are met.
Stay abreast of advancements in building envelope systems, energy codes, materials science, and forensic analysis.
Experience with FGIA, AAMA, and ASTM exterior wall pre-qualification requirements for a variety of materials and systems.Track record overseeing visible mock-ups and Performance mock-ups.
Establish and maintain good working relationships and collaborative arrangements within the Architectural/Engineering/Construction/Building Management community and other organizations to help achieve the goals of CTLGroup.
Requirements
Education: Bachelor's degree (BS) in Civil Engineering, Architectural Engineering, or Structural Engineering required; an Advanced degree (MS / PhD) is an asset.
Experience: 11+ years of project experience in building envelope design, repair, and investigation. 5+ years of experience in the New York market. 2+ years managing direct reports.
Licensure: Professional licensure is a requirement, either a Professional Engineer (PE) in the State of New York, or a Registered Architect (RA) in the State of New York, with both licenses an asset.
Certifications (For NY candidates only): Experience with NYC Local Law 11 Facade Inspection Safety Program. Qualified Exterior Wall Inspector (QEWI) designation from the New York City Department of Buildings or ability to obtain QEWI within 12 months of start.
Communication Skills: Excellent written and verbal communication skills. (Be willing to provide examples within the interview process) Expresses a passion for working on challenging building envelopes (either forensic investigations of exterior wall systems or working with design architects on custom-designed / high-performing exterior wall systems. Both are assets.)
Project Management: Experience managing budgets and schedules, and leading projects that require multiple disciplines to achieve the project goals.
Business Development: Track record of clients who are satisfied with project delivery (at least three references will be required). Fluent in proposal writing.
Physical and Travel Demands
Position may require some work to be completed in a field or laboratory environment, including work from heights or in confined spaces.
Enjoy up to 20%+ of the time in the field mentoring staff on building envelope existing conditions.
Up to 15% travel at times may be required at times for this position.
Who we are:
We are CTLGroup, a team of engineers, architects, scientists, and consultants who are seasoned technical experts possessing unparalleled experience, knowledge, and testing proficiency in structures and materials. Our integrated team is backed by one of the most sophisticated commercial structural and building materials laboratories in the United States. Whether providing technical consultation, conducting laboratory studies, performing failure investigations, or offering expert testimony, we aim to solve our clients' problems and assist in achieving their objectives. Beyond delivering mere data, our team provides a foundation of confidence upon which our clients can build.
*This job description describes the general nature of the position. The above declarations are not intended to be a complete list of responsibilities, skills and abilities required to do the job. CTLGroup provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Associate/Senior Associate, Complex Securities
Senior associate job in New York, NY
Job Description VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
The Valuation Associate role in the Complex Instruments Group is focused on supporting complex securities valuations. You will assist clients by applying complex valuation methods to a variety of analyses. You will be using options pricing theory in implementing various models such as lattice models or Monte Carlo simulations. The valuations will include different equity classes and equity awards, complex debt products, embedded derivatives, and contingent consideration.
What you will do:
Value complex financial instruments to support clients for financial reporting requirements, tax planning purposes, fairness opinions, etc.
Analyze and develop models to value a variety of financial instruments and complex structures using option pricing theory, including Monte Carlo simulations and lattice models
Prepare reports, proposals and executive presentations
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Build deeper relationships with clients as part of an ongoing project
What you will need:
Bachelor's degree in accounting, finance, business, or related discipline is required
Master's degree in a quantitative field, such as an MBA with a finance concentration or a master's in financial engineering, is a plus
Minimum of 1 year of experience working on complex securities valuations in areas such as equity awards, contingent considerations, equity allocations, warrants, and convertible debt instruments
Familiarity with valuation guidance, including ASC 820, ASC 718, ASC 805, and IRC 409A
Strong computer skills, including proficiency in MS Excel, are required. Programming skills in Python, R, or MATLAB are a plus
Strong analytical and modeling skills, including Monte Carlo simulations and lattice models
Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
Excellent verbal and written communication skills
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings, visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************. $72,500 - $120,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details
Senior Associate - Digital Product Management - Enterprise Architecture
Senior associate job in New York, NY
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
About Enterprise Architecture:
Enterprise Architecture is an organization at American Express, and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include:
* Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise.
* Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support.
* Governance: this pillar is responsible for defining technical standards and developing innovative tools that automate controls to ensure compliance.
* Colleague Enablement: this pillar is focused on colleague development, recognition, training, and enterprise outreach.
Role summary:
We're hiring a Senior Associate to own reporting and analytics for Open Banking initiatives. You will design, build, and automate reporting journeys, including executive dashboards, produce regulatory reports, perform ad-hoc analysis to answer business questions, and partner closely with product, engineering, legal, and compliance teams to translate data into clear, actionable insights.
Responsibilities:
* Build, maintain, and automate recurring operational (API health) and executive reporting (scorecard metrics) for the Open Banking program.
* Maintain, refine, and build dashboards and visualizations that summarize API usage and health, KPIs, and servicing metrics that can be used to gain Cardmember usage insights and drive product development enhancements.
* Produce regulatory and compliance-ready reports; support audit requests as required.
* Perform ad-hoc analysis and root-cause investigations to inform product and compliance stakeholders.
* Collaborate with engineering to perform data warehouse migration, automate report generation where feasible, maintain data quality, and implement overall democratized tracking of Third-Party Partners' API usage and Cardmember metrics.
* Collaborate with internal enterprise teams to understand best practices and uncover any reporting gaps.
Required qualifications:
* 3+ years of experience in reporting, analytics, or business intelligence (preferably in financial services, payments or fintech).
* Experience with SQL - able to write efficient queries, join large tables, and optimize aggregations.
* Experience building dashboards and scheduled reports using BI tools (Tableau, Power BI, or equivalent).
* Excellent written and verbal communication skills, including the ability to articulate complex technical details in simple, easy to understand manner.
* Proficiency with agile delivery processes and tools like Jira or Confluence.
* Clear communicator: able to present complex analyses to business and technical audiences. Strong analytical and problem-solving skills.
* Collaborative, supportive, and proactive, with a strong can-do attitude.
* Bachelor's degree in Data Science, Statistics, Computer Science, Finance, Economic or similar.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Commercial Lines Senior Associate Client Representative - Iselin, NJ
Senior associate job in Iselin, NJ
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Summary
The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Essential Duties and Responsibilities
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
Set up and maintain accurate account details, contacts, and policy information in EPIC
Attach, organize, and name documents in EPIC
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc.
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member.
Other Responsibilities, as applicable:
Order loss runs from carriers
Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Check endorsement against request
Document maintenance/retrieval
Qualifications
Work Experience
2+ years' experience in Commercial Property and Casualty
Licensed or obtaining state Property & Casualty insurance license within a specified time frame
Knowledge of Excel, Word, and other MS Office products to include basic formatting
Able to learn coverage fundamentals.
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
Strong written, oral, and interpersonal communication skills.
Able to follow a well-established and familiar set of activities and/or process to derive a solution.
Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
HS Diploma or equivalent
Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Senior Associate Director, Employee and Labor Relations
Senior associate job in Hempstead, NY
Qualifications Bachelor's degree in Human Resources Management, Business Administration, Industrial/Organizational Psychology, or a related field. Minimum of 5 years of progressive HR experience, specifically in employee and labor relations within a unionized environment. Demonstrated experience advising leadership on complex personnel and labor matters and managing investigations. Strong knowledge of federal and state employment laws, including FLSA , ADA , FMLA , Title VII , and collective bargaining practices. Excellent interpersonal, written, and verbal communication skills, with strong negotiation and conflict-resolution abilities. Proven ability to manage sensitive matters with a high level of discretion, professionalism, and confidentiality. Advanced proficiency in Microsoft Office, HRIS platforms, and data analytics tools. Ability to work before or after normal business hours, as needed, to support University operations.
Preferred Qualifications
Master's degree in Human Resources Management, Labor Relations, or related discipline. Professional certification ( SHRM -CP/ SCP , HRCI PHR / SPHR ). Experience working in higher education or another complex, unionized environment. Demonstrated success managing cross-functional HR projects or organizational initiatives. Experience with PeopleAdmin, Oracle, or similar HR systems.
Personal Lines Senior Associate Client Representative - Iselin, NJ
Senior associate job in Iselin, NJ
Job Description
World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities.
Essential Duties and Responsibilities
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Initiate endorsements, proofs of insurance and invoices
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
Other Responsibilities, as applicable
May pull items such as MVR, CLUES, Risk Meters, RCE etc.
Generate and send renewal proofs, if requested
Check endorsement against request
Document maintenance/retrieval
Qualifications
2+ years' experience in Personal Property and Casualty
Must hold state Property & Casualty insurance license
Knowledge of Excel, Word, and other MS Office products to include basic formatting
Knowledge of agency management systems and Carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
Able to meet quality standards and achieve urgent tasks.
Strong written, oral, and interpersonal communication skills
Able to follow a well-established and familiar set of activities and/or process to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
HS Diploma or equivalent
Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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