Senior associate jobs in New Haven, CT - 131 jobs

Senior Associate - Commonfund Institute

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: * Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients * Proactively advising clients and providing superior client service * Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies * Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance * Supporting the generation of new business by participating in prospecting opportunities as part of a broader team * Building relationships internally and collaborating effectively on cross-functional teams * Mentoring junior colleagues Qualifications The Requirements: * 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor * Desire and ability to expand relationships with current clients * Polished and well developed oral and written communication skills * Self-starter attitude and ability to work independently and as part of a team * Flexibility and proven ability to identify and resolve issues * Strong analytical, creative and integrative skills * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * CEBS designation, or health and welfare actuarial or underwriting training desired * This role will be on a Hybrid Setup (Open for NY, NJ and CT) Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $100,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off. Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. **The Role:** Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: + Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies + Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance + Supporting the generation of new business by participating in prospecting opportunities as part of a broader team + Building relationships internally and collaborating effectively on cross-functional teams + Mentoring junior colleagues **Qualifications** **The Requirements:** + 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor + Desire and ability to expand relationships with current clients + Polished and well developed oral and written communication skills + Self-starter attitude and ability to work independently and as part of a team + Flexibility and proven ability to identify and resolve issues + Strong analytical, creative and integrative skills + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + CEBS designation, or health and welfare actuarial or underwriting training desired + This role will be on a Hybrid Setup (Open for NY, NJ and CT) **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. **Compensation** The base salary compensation range being offered for this role is $100,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** . **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. **EOE, including disability/vets** This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

ARKA Group L.P. (“ARKA”) is an advanced technologies company serving the U.S. military, intelligence community, and commercial space industry delivering next-generation solutions to support the national security space enterprise. Built on more than six decades of excellence, ARKA brings modern approaches and a culture of innovation to the challenges of today. Join the ARKA team to learn how Beyond Begins Here. Discover your next career opportunity now! Position Overview: This position is for a Sr. Security Associate at our Danbury, CT manufacturing facility. The Security Associate plays a pivotal role the Physical Security of the facility, protecting our facility by controlling entry, access, and ensuring all DoD, Customer, and Company security regulations are adhered to. You will be reporting to the Physical Security Manager of Danbury and working closely with all levels of personnel throughout the enterprise. This is a 3 rd shift position and offers a 12% shift differential for hours worked on the 3 rd shift. The standard schedule is 11:00pm - 7:00am. Hires who already hold a security clearance will spend the first 3-4 weeks on first shift for training purposes. Hires who do not hold a clearance will remain on first shift until their interim clearance comes through which could take up to 12 months. This position requires you to be on-site in our Danbury, CT plant five days a week. Must be willing to work overtime, weekends and alternate shifts as needed to support the needs of the business. $2500 Sign-On Bonus and Higher Hourly Rate for Active DoD Security Clearance! Responsibilities: Check badges of employees and contractors as they enter and leave the facility Verify authorization of visitors to enter the facility Ensure that visitors complete appropriate form(s) for access, issue proper badges to visitors, inspect visitors' hand-carried items for classified material, company property, or prohibited items, and verify authorization of persons to carry property in or out of the facility Deal with customers and employees in a polite and professional manner Keep detailed records and perform other related security tasks as assigned by the Supervisor or other designated representative Conduct exterior perimeter checks of building Provide coverage for company functions during and after business hours Conduct traffic control and vehicle inspections Respond and react to emergency situations, i.e., building evacuations, employee injury/illness Basic Qualifications: 5+ years of prior relevant security experience in industrial security, military police, or law enforcement Valid Driver's License The ability to obtain and maintain a DoD Security Clearance as well as other security clearance requirements as dictated by the Company. U.S. citizenship is a requirement to obtain/maintain a clearance Preferred Qualifications: Working knowledge of NISPOM regulations Location: The position is located onsite at our facility in Danbury, CT. Located in beautiful Fairfield County, Danbury offers a diverse economy, wonderful parks, cultural attractions, an impressive mix of private and public educational institutions and a vibrant arts scene. Our facility is nestled among a remarkable selection of communities to call home all with varying price points to fit many different budgets. We're close to New York City, Boston, and other major cities - great for day trips and weekend getaways. Our lovely seasons along with award-winning institutions, colleges, cultural events, and a genuine sense of community brings a diverse population to the beautiful state of Connecticut! What We Offer: Comprehensive medical/vision/dental insurance packages Company contributions to qualified HSA accounts 401k retirement plan with industry leading company contributions 3 weeks of vacation accrual per year plus time off for sick leave and unscheduled life events 13 paid holidays Upfront tuition assistance for approved degree programs. Annual bonus program based on company and employee performance Company paid life insurance, AD&D, Short-Term and Long-Term disability insurance 4 weeks paid Parental Leave Employee assistance program (EAP) EHS/Environmental Requirements: This job operates in a professional office environment as well as throughout the manufacturing floor. While performance the duties of this job, the employee routinely is required to read, listen to an interpret instructions. Job requires a substantial amount of walking throughout a large facility as well as periods of sitting and visually monitoring the facility. Employee may be required to wear PPE when going into certain manufacturing areas. Job also requires driving around the perimeter of the facility to ensure the security of the campus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Applicants are invited to apply for a reasonable accommodation to perform the essential duties of the job. To apply, send a request to ***************** or contact ************ and press 2 for Human Resources. ITC & Security Clearance Requirements: This position requires the ability to obtain and maintain a U.S. Government Security Clearance. The form contained in this link will provide insight into the information the government requests as part of the clearance process. ******************************************** Visa Restrictions: No visa sponsorship is available for this position. Pre-employment Screenings: Employment with any ARKA companies in the U.S. is contingent upon satisfactory completion of several pre-employment requirements to include a credit check, background check, and drug screen.

The Company: NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value. Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities. At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure. Position Overview We are seeking a highly analytical and detail-oriented Senior Associate, Quant & Data Science to join our portfolio analytics group. Data is at the heart of our business, and we see the ability to embed data-driven insight into the fabric of daily management as a core driver of competitive advantage for the firm. As a quantitative / data science focused Senior Associate, you will be at the forefront of facilitating data-driven decision making across the business. Key Responsibilities: Develop and automate valuation and return calculations for a global multi-asset class portfolio Support the development of performance attribution frameworks to identify drivers of performance within and across various asset class portfolios Develop, enhance, and maintain quantitative models and risk management tools to measure and manage market, portfolio, and liquidity risks across both liquid and illiquid asset classes Provide technical competence in translating Excel-based models into programmatic solutions Be a motivated self-starter eager to understand performance analysis in disparate asset classes and develop programmatic solutions that drive toward a coordinated view of performance across our global enterprise Requirements: Practical experience in a finance-oriented qualitative setting in a fast-paced, dynamic environment Ability to dissect ambiguous problems and determine the appropriate analytical techniques to apply High proficiency in data extraction, data cleansing, and quantitative analysis Experience with Quantitative & Data Science for creating models Strong academic credentials with a degree in a quantitative field Experience with Python is required and other languages are a plus Experience with Pandas, NumPY, SciPy, SciKit, Matplotlib, etc. Experience in financial / investment analysis is required It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Benefits & Perks: Hybrid-Work Schedule: We provide a hybrid working schedule with 3 days a week in the office Company-Paid Lunch Stipend: Lunch is provided via GrubHub Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability 401(k): Company will match 100% of your contributions up to 6% Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more. Time Off: 25 days of Paid Time Off plus 12 company holidays EQUAL OPPORTUNITY EMPLOYER NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

Job Description Cipriani & Werner is a multidisciplinary law firm. We have long been recognized as a firm that seeks to understand the needs and interests of our clients. From that point forward, we strive to deliver results that are expected by our clients. The Long Island Office in Huntington, NY has grown rapidly in the last few years and is looking to add a Senior Associate/Of Counsel to join the team. Our Long Island team specializes in defending high exposure cases. Our attorneys have built a reputation for pursuing vigorous and inventive defense strategies not commonly advanced. We often come into cases as monitoring counsel retained by excess insurers, appellate counsel, or trial counsel. The team handles cases across a broad spectrum of practice areas in both State and Federal Court including Premises Liability, Catastrophic Injury and Wrongful Death, New York Labor Law and Construction, Maritime, Products Liability, and Transportation and Trucking. Currently we are looking for attorneys with 7 to 10 years of relevant experience in New York Litigation to become part of our collaborative team. There are great opportunities for development and advancement. Responsibilities will include, but are not limited to: Management of an individual caseload as well as that of Junior Associates handling all aspects of defense from inception through trial (Trial Experience is a plus, but not required) Drafting and responding to pleadings and discovery Analysis of medical records, workers' compensation records, employment records, and collateral source records. Taking and defending depositions of party and non-party witnesses Coordinating with Liability and Damages Experts Drafting and arguing discovery and dispositive motions Analysis of risk transfer opportunities and drafting of tender letters Appearing for court conferences and motion arguments Preparing cases for mediation/arbitration Assisting in preparations for trial and potential trial attendance Position Requirements: Must have a J.D. degree from an ABA-accredited law school and maintain an active license in good standing in New York Must be licensed and have practiced law for 7-10 years preferred with focus in New York General Liability, New York Labor Law and/or Personal Injury defense required. Managerial experience Trial experience a plus but not required Must be a self-motivated independent thinker with excellent time management skills, strong organizational skills, and outstanding writing and communication skills with the ability to work as a team member in a fast-paced work environment Proficiency in Microsoft Office 365, ProLaw, Excel, and e-document management software preferred Cipriani & Werner P.C. offers a comprehensive benefit package. Highlights include: Comprehensive medical, dental, and vision insurance Matching 401(k) Paid time off Mentorship opportunities Collaborative and welcoming work environment Work-Life balance This is a hybrid position. The salary range for this position is $165,000-$200,000 (assuming 7-10 years of experience) and represents Cipriani & Werner P.C.'s good faith and reasonable estimate of the range at the time of posting. Actual compensation will depend upon a number of factors, included but not limited to experience and qualifications. Cipriani & Werner P.C. 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.

Career Guidant, an internationally acclimed, trusted multi-faced orgiansation into Information Technology Custom Learning Services for Enterprises, Lateral Staffing Solutions, Information Technology Development & Consulting, Infrastructure & Facility Management Services and Technical Content development as core competencies. Our experienced professionals bring a wealth of industry knowledge to each client and operate in a manner that produces superior quality and outstanding results. Career Guidant proven and tested methodologies ensures client satisfaction being the primary objective. Committed to our core values of Client Satisfaction, Professionalism, Teamwork, Respect, and Integrity. Career Guidant with its large network of delivery centres,support offices and Partners across India, Asia Pacific, Middle East, Far East, Europe, USA has committed to render the best service to the client closely to ensure their operation continues to run smoothly. Our Mission "To build Customer satisfaction, and strive to provide complete Information Technology solution you need to stay ahead of your competition" If you have any queries about our services. Job Description Preferred • At least 2 years of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes • At least 2 years of experience with Healthcare Payer and Provider Industry Expertise • At least 2 years of experience in Health Care Domain preferably in Channel, Claims, Medicare and Govt Programs domains. • At least 2 years of experience in creating requirement specifications based on internal/External consulting, documenting and reviewing Architecture/Design /Detailing of Processes • Analytical and Communication skills • Planning and Co-ordination skills • Experience and desire to work in a management consulting environment that requires regular travel The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements Qualifications Basic • Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. • At least 2 years of experience with Information Technology Additional Information Additional Information ** U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. Note:- 1.This is a Full-Time Permanent job opportunity for you. 2.No OPT-EAD & H1B Consultants please. 3.Please mention your Visa Status in your email or resume.

We are working with an Am Law 200 firm seeking an associate with at least seven years of patent experience to join their Providence, RI or Hartford, CT office. The ideal candidate will work closely with the firm's Patent Prosecution & Counseling team across multiple disciplines to support a broad range of intellectual property matters, primarily in the areas of mechanical, electrical and computer arts. The responsibilities of the position include evaluating the patentability of innovations across mechanical, electrical, and related technology fields; preparing and prosecuting U.S. patent applications, coordinate with foreign counsel on international filings, and enforce intellectual property rights; managing IP due diligence projects and strategic portfolio management; representing clients in post-grant proceedings before the U.S. Patent and Trademark Office (USPTO); conducting legal and technical research and analysis relating to patent and IP issues including FTO, validity and infringement options; collaborating with attorneys, clients, and business teams to develop and execute IP strategies; and serving as a liaison for interdepartmental initiatives and interact regularly with outside counsel, ensuring seamless communication and coordination. Candidates must have at least 7 years of experience in mechanical or electrical patent prosecution, preferably in a law firm setting; diligence experience; excellent technical background in mechanical, electrical or related scientific disciplines; excellent written and verbal communication skills; be team-oriented; and be admitted to the Bar in the state of practice (CT or RI). Registration to practice before the USPTO is required. Experience with post-grant proceedings before the USPTO preferred. Graduation from law school and practice experience is required. The firm offers a competitive base salary commensurate with experience, bonus potential, a wide array of benefits, a collaborative and supportive work environment, a hybrid work schedule, advancement opportunities, and other great perks and attributes. You will be a key contributor working on sophisticated legal matters, with mentoring and support along the way to hone your skills and help you reach your career goals. If you would like to be considered please provide a resume, law school transcript, and writing samples. Cover letters are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws . If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience. Required Skills: Resume Bar Religion Offers Portfolio Management Search Analysis Options Due Diligence Salary Registration Mentoring Communication Skills Writing Research Business Communication Management

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Senior Associate, Transaction Management is responsible for assisting in identifying investment opportunities via C-PACE lending secured by all real estate product types. Working with senior originations team members, the Senior Associate, Transaction Management plays a critical role in all aspects of loan origination, transaction management, and underwriting. The role supports the analysis and execution for originating new C-PACE investments on behalf of Nuveen Green Capital investors. The Sr. Associate, Transaction Management will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential. **Key Responsibilities and Duties** Underwriting - Preparing term sheets for early-stage deals and assisting with presentation materials when needed. - Perform loan underwriting in support of senior debt originations team members through building financial models, conducting financial and credit analysis of properties, reviewing markets, underwriting borrowers, writing internal investment memoranda, assisting in internal and external processes, and conducting other key diligence. - Prepare credit committee memoranda, term sheets, and other associated documents. - Perform ongoing market and property-specific research. Transaction Management - Execute on a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline. - Communicate internally with originations, credit, legal, and asset management teams - Lead externally with clients and partners to keep the deal team on track for key milestones and closing. - Support relationships with developers and third-party capital providers. - Go above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital's mission to be the Lender of Choice for our clients and partners. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Qualifications:** + Minimum of 3+ years of Commercial Real Estate (CRE) underwriting experience **Preferred Qualifications:** + 5+ years of Commercial Real Estate (CRE) experience + 1+ year of CRE construction and/or development underwriting + Demonstrated interest in sustainability and/or clean energy deployment Related Skills Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement **Anticipated Posting End Date:** 2026-01-30 Base Pay Range: $106,000/yr - $148,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Strategic Operations to join the BNY Hamilton Institute, part of our Enablement and Global Affairs organization. This role is located in New York, NY The Institute focuses on driving very tailored development for the company's senior leaders, in the context of BNY's culture, strategic pillars and principles. In addition, it guides BNY's approach towards building financial knowledge through structured programs for both our employees in support financial decision making, and to support the financial resilience of our broader communities. The Senior Associate, Strategic Operations is the go-to person for keeping BNY's Hamilton Institute's initiatives running smoothly. This role combines providing essential program coordination (incl. operational support) with analytical thinking to empower senior leads within the team to achieve strategic objectives. Working across internal stakeholders, external vendors and subject matter experts particularly with the People Team, Philanthropy and Community Banking, this individual will ensure seamless alignment and drive measurable organizational impact. In this role, you'll make an impact in the following ways: Program Operations & Execution Assist in planning and delivering programs, experiences, and enterprise-wide initiatives. Coordinate logistics, communications, pre-work, and post-session analysis. Own vendor management execution (e.g., sourcing reviews) and invoice processing. Data Management & Reporting Ensure quality, consistency, and compliance of data used in executive forums and reporting. Maintain, analyze, and visualize data to support decision-making. Prepare recurring and ad-hoc reports. Communication & Stakeholder Support Draft and edit presentations, talking points, and materials for senior audiences, including the executive committee Conduct a range of advanced, diversified and often confidential duties Update and maintain templates, toolkits, and process documentation Qualifications Bachelor's degree in Business, Finance, HR, Education, or related field. 2-3+ years of experience in finance, financial education, learning & development, HR benefits, or financial wellbeing programs. Excellent collaboration, communication, diplomacy, confidentiality skills. Experience with the Microsoft Office suite of products (mainly Outlook, PowerPoint, Excel, Word). Key Competencies Data-driven mindset Vendor and stakeholder management Clear, empathetic communication At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $58,000 and $80,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Loan Servicing Locations: New York City | Windsor, CT | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Perform daily or monthly reconciliations against multiple servicers, custodians and/or asset managers Identify, research, and escalate any breaks against established counterparties Reconcile daily / monthly GL transactions to ensure all loan transactions are processed and recorded accordingly Perform critical self-review of work product prior to submission to client and/or supervisor Process loan cash transactions such as payment processing, loan payoff, escrow disbursement, investor sale, etc. Monitor cash account and reconcile loan payment received from borrower Upload newly originated / purchased loan onto SS&C loan servicing software and send welcome package to borrower Generate various loan notices such as billing statement, maturity notice, late payment notice, payoff statement, etc Assist in the implementation of new clients What You Will Bring: Bachelor's degree in Accounting, Finance or related discipline 2+ years' financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks Advent Geneva experience a plus Knowledge of WSO, LoanSERV and Clearpar a plus Strong written and verbal communication skills Proven ability to work under pressure and make deadlines Solid client relationship management skills Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-Hybrid #LI-TR1 Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Level: Senior Associate Hours: Full-time, 40 hours per week Closing Date: Open until filled. The committee will begin reviewing applications immediately. Location:Charter Oak State College 185 Main Street New Britain, CT 06051 *This position is hybrid, requiring some on-campus presence, while allowing for some telework flexibility. Please take a look at our website to find out more about our college. Charter Oak State CollegeCharter Oak State College Mission:As part of the Connecticut State Colleges & Universities (CSCU) system, Charter Oak State College, the state's only public, online, degree-granting institution, provides affordable, diverse, and alternative opportunities for adults to earn undergraduate and graduate degrees and certificates. The College's mission is to validate learning acquired through traditional and non-traditional experiences, including its own courses. The College rigorously upholds standards of high quality and seeks to inspire adults with the self-enrichment potential of non-traditional higher education.Charter Oak State College Vision:Charter Oak State College: A dynamic community of online learners advancing the nation's workforce one graduate at a time.Anticipated Start Date: February 2026Position Summary: The Instructional Design Senior Associate (IDSA) works with faculty and staff to provide instructional design (ID) related to the development and re-development of online courses using Charter Oak State College's current and future instances of the Blackboard Learning Management System (LMS). The IDSA may assist other members of the ID Team or be responsible for projects on their own. The IDSA ensures that quality, format, and accessibility practices and standards are employed for all online courses. The IDSA may work on media-related tasks such as assisting faculty with the creation of videos, voiceovers, captions, transcripts, and other related media content. The IDSA performs other instructional design tasks under the direction of the Director of Instructional Design and/or delegated staff.Supervisory and Other Relationships: This position reports to the Director of Instructional Design and does not have supervisory responsibilities. Position Responsibilities: The following examples of duties illustrate the general range of tasks assigned to the position but are not intended to define the limits of required duties. Other essential duties may be assigned consistent with the general scope of the position. Work with faculty on the development, redevelopment, and maintenance of online courses. Assist faculty with the production of video content, captions, and ADA-compliance/remediation. Collaborate with the Charter Oak State College ID staff to build courses and/or revise courses. Assist with the conversion of courses into updated formats. Assist with the conversion of courses in Blackboard Learn to Blackboard Ultra. Assist with the reviews of online courses for ADA compliance and remediate accessibility issues as necessary and ensure course materials adhere to copyright law. Assist the ID Staff with the ID helpdesk operations. Efficient and effective verbal and written communication skills, along with organizational skills including grammar, spelling, and punctuation, along with expert organizational skills and file management. Excellent interpersonal and teamwork skills, including the ability to work effectively with a wide variety of clients for successful project management. Ability to work independently, with a focus on attention to detail, quality, and meeting deadlines while following standard operating procedures for processes. Ability to effectively work with a culturally, linguistically, and ethnically diverse faculty, staff, and students. Ability to work productively on multiple projects simultaneously, and scope and estimate time required to meet needs. Strong information literacy skills. Ability to identify and report technical issues within Blackboard for different users and use cases. Other Responsibilities Participate in ID Department meetings. Keep up to date with new Instructional Design technologies and trends. Attend virtual and/or in-person training events, as necessary. Minimum Qualifications: Bachelor's degree in instructional design, educational technology, or closely related field Minimum 2 years of experience working as an instructional designer in an online college/university setting. Minimum 2 years of online course design and development experience utilizing Blackboard Learn. Minimum 2 years of experience with Microsoft Office (Excel, Word, Outlook, Teams, SharePoint, etc.), Adobe applications (Acrobat, Photoshop, etc.), operating systems (Windows), and web browser functionality. Minimum 2 years of experience using HTML associated with online course content. Minimum 2 years of experience with ADA compliance, accessibility standards and remediation of online educational resources in an online college/university setting including, but not limited to, Word and PDF documents, video captions and transcripts, image/color contrast, and alt text. Preferred Qualifications: Master's degree in instructional design, educational technology or closely related field Minimum 5 years of experience working as an instructional designer in an online college/university setting. Minimum 5 years of online course design, development, and conversion experience with Blackboard Ultra. Experience utilizing artificial intelligence in the online course development process. Work Environment:The work does not, normally, involve any significant physical effort. The incumbent may be required to travel for training and meetings.Salary Range:The salary range for this position is $71,159 - $96,567 and while experience and qualifications are considered, candidates will start at the minimum of the salary range. This position also comes with excellent State of CT medical insurance, retirement, and related fringe benefits. The salary will be based on the selected candidate's qualifications such as education and job-related experience, and internal equity. We offer a comprehensive benefits package to help you stay well, protect yourself and your family, and plan for a secure future. Benefits include generous leave policies; several retirement plans; and many choices for comprehensive health insurance. You also have access to many additional benefits to save for retirement, protect your family & more with supplemental benefits. Tuition reimbursement may apply if applicable. Application Instructions:To apply you must submit a cover letter and resume. The cover letter may be entered as text in the corresponding box, or it can be uploaded as a combined file with the resume. Incomplete applications or those submitted after the closing date will not be considered and links to other sources to view resumes are not acceptable. For more information or to apply via our website at ****************** Selection Procedure:Application materials will be evaluated by a selection committee. Candidates selected for further consideration will be limited to those applicants who are best qualified based on the minimum and preferred qualifications and who have submitted all the required documents by the closing date and time listed on the job announcement. Candidates who have been selected and approved to interview will be contacted, and finalists will be recommended for further consideration by the Hiring Manager for final selection and recommendation for employment. The selection process may also include practical exercises (i.e., teaching demonstration and/or other written, technical, manipulative, or simulation exercises) to evaluate candidates' qualifications.Background Screening:All employment, if offered, is contingent upon proof of citizenship or employability under the requirement of the Immigration and Control Act (IRCA) and the successful passing of a background check, including granting permission to contact current and previous employers for verification. Charter Oak State College is committed to providing a safe campus community. Background investigations include reference checks, a criminal history record check and, when appropriate, a financial (credit) report or driving history check. Clery Act Attached is Charter Oak's Annual Security Report to comply with the requirement of the Clery Act which outlines several administrative items related to campus security. ************************************ Continuing Notice of Nondiscrimination Charter Oak State College does not discriminate on the basis of race, color, religious creed, age, gender, gender identity or expression, national origin, marital status, ancestry, present or past history of mental disorder, learning disability or physical disability, veteran status, sexual orientation, genetic information or criminal record. CHARTER OAK STATE COLLEGE IS AN EQUAL OPPORTUNITY EMPLOYER. Powered by JazzHR KiG7zZpmml

Job Description - Fiondella, Milone & LaSaracina LLP (FML) Job Title Sr. Audit Associate Location Glastonbury, CT Terms: Full Time/Hybrid/Exempt (Will consider remote) Requirements Flexible work schedule with seasonal overtime and some travel to clients' sites About Us FML is a firm apart. Founded in the entrepreneurial spirit in 2002, the once small upstart has become a powerhouse of accounting and advising talent headquartered in Southern New England with global reach. The founders of FML came from a “Big Four” accounting environment. In establishing FML, we wanted to strike a balance by creating an accounting firm that was built using a national firm blueprint of fostering advanced technical abilities and adding value for clients through long-term relationships. In addition, we strive to foster a culture where people enjoy both what they do and the people with whom they work We set out to grow an environment where employees feel valued and enriched through exposure to complex clients and technical issues. About the Role The incumbent in this role reports into whomever is leading a particular engagement (e.g. Manager, Director, Partner) and will be responsible for the challenging field of assurance, working with FML employees at the staff, senior, manager, director and partner levels. The incumbent will work with valued clients, who range in size and industry, small businesses to multi-national corporations. Responsibilities Establishes work relationships with colleagues and client personnel. Develops understanding of FML audit approach, methodology and tools. Further develops accounting knowledge to function effectively throughout the audit. Creates audit workpapers that are well organized, concise, and properly referenced. Performs analytical review of audit documents. Asks questions to gather information, understand issues to develop a clear picture. Reviews client accounting and operating procedures and system of internal control. Performs test of internal controls and substantive audit procedures. Applies concepts of risk management Assists team in identifying accounting and audit issues. Assists in the preparation of financial statements in accordance with generally accepted accounting principles (US GAAP) Understands and applies technical standards with the expected level of supervision. Recognizes financial statement issues from basic analysis and communicate to team. Provides orientation, training, mentoring and supervision of staff and interns. Other duties as required. Candidate Requirements Bachelor of Accounting with goal of meeting the educational requirements to become a certified public accountant. Three plus years of experience in public accounting. Familiarity with US GAAS (US Generally Accepted Auditing Standards) Advanced excel and analytical skills. Demonstrates professional demeanor, leadership and problem-solving skills. Ability to work on multiple assignments and prioritize tasks. Ability to work independently and as part of a team with professionals at all levels. Willingness and ability to travel to client engagements including out-of-town. Preferred Skills and Qualifications Certified Public Accountant

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 York. 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. #LI-MA1

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. **The Role:** Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: + Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies + Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance + Supporting the generation of new business by participating in prospecting opportunities as part of a broader team + Building relationships internally and collaborating effectively on cross-functional teams + Mentoring junior colleagues **Qualifications** **The Requirements:** + 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor + Desire and ability to expand relationships with current clients + Polished and well developed oral and written communication skills + Self-starter attitude and ability to work independently and as part of a team + Flexibility and proven ability to identify and resolve issues + Strong analytical, creative and integrative skills + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + CEBS designation, or health and welfare actuarial or underwriting training desired + This role will be on a Hybrid Setup **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. **Compensation** The base salary compensation range being offered for this role is $115,000-$125,000 USD per year. This role is also eligible for an annual short-term incentive bonus **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **H** **ealth and Welfare** : Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. **EOE, including disability/vets**

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: * Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients * Proactively advising clients and providing superior client service * Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies * Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance * Supporting the generation of new business by participating in prospecting opportunities as part of a broader team * Building relationships internally and collaborating effectively on cross-functional teams * Mentoring junior colleagues Qualifications The Requirements: * 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor * Desire and ability to expand relationships with current clients * Polished and well developed oral and written communication skills * Self-starter attitude and ability to work independently and as part of a team * Flexibility and proven ability to identify and resolve issues * Strong analytical, creative and integrative skills * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * CEBS designation, or health and welfare actuarial or underwriting training desired * This role will be on a Hybrid Setup Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $115,000-$125,000 USD per year. This role is also eligible for an annual short-term incentive bonus Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. EOE, including disability/vets

Job Description When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

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 York. 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. #LI-MA1 Powered by JazzHR C3HN8xqu4V