Senior vice president jobs in Bristol, CT - 343 jobs

Community Mental Health Affiliates, Inc. (CMHA) is a private non‑profit treatment provider headquartered in New Britain, with seven locations throughout the city and in Waterbury. We partner with clients and the community to promote recovery from mental illness and substance use, treating more than 7,500 adults and children each year. CMHA is Connecticut's first fully Joint Commission accredited Behavioral Health Home and is a SAMHSA Certified Community Behavioral Health Clinic (CCBHC). Visit cmhacc.org to learn more. Internal mobility and career pathing is a focus at CMHA with many employees growing from individual contributors to leaders. CMHA is looking to hire a full‑time 40 hours per week Chief Financial Officer. This position will be located at 233 Main St. New Britain, CT 06051 Monday‑Friday, 8:30AM ‑ 4:30PM. Compensation Range The annual salary range for this position starts at $167,500. Compensation for each position is determined not only by years of relevant experience, education, and skills, but also by maintaining internal pay equity. CMHA also takes into consideration our benefits and paid time off package to provide a well‑rounded and competitive approach to the applicant's overall compensation. Position Summary Responsible for providing leadership, guidance and oversight of the Financial Services, Billing Management, and Payroll in order to ensure the strong financial health of the organization. Ensures smooth daily financial operations of the Finance department. Essential Responsibilities and Target Outcomes Provides fiduciary leadership by directing and coordinating the agency's financial affairs according to Generally Accepted Accounting Principles, state single audit guidelines and other government regulations. Directs fiscal year end reporting in compliance with audit guidelines established by the agency's Independent Accounting firm, by annual tracking, compilation and analysis of financial results. Ensures timely and accurate financial reports are submitted to the CEO, Board of Directors and its subcommittees, in support of strategic and program decision‑making. Works with the Chief Human Capital Officer by assisting with the selection and analysis of all employee benefits packages, based on cost, utilization and variety of plan options. Establishes and manages the agency line of credit, ensuring access to capital for operations, projects, etc. Ensures efficient utilization of capital assets by directing receipt, disbursement, and expenditures of funding. Provides control and efficient use of funds by approving and signing documents affecting monetary transactions. Through staff, directs activities concerned with safekeeping, control, and accounting for assets. Through staff, directs preparation of budgets, financial forecasts and analysis of division or department budget requests to identify areas in which reductions can be made; allocates operating budget. Directs preparation of reports which outline agency's financial position in areas of income, expenses, and profit/loss based on past, present and future operations. Prepares directives to division or department administrators outlining policy, program, or operating changes to be implemented. Plans and directs new operational procedures to obtain optimum efficiency and reduced costs. Through staff, oversees the development of all affiliate and subcontractors' agreements including monitoring of contract compliance and reporting requirements. Recruits, orients, trains and supervises staff. Identifies ongoing staff training needs and conducts staff performance appraisals. Manages the process for annual update and review of agency financial policies and procedures. Manages the CMHA 403b Plan and audit for the agency. Chairperson of the CMHA 403b Plan Committee. Serve as Corporate Compliance Officer. Serve as Risk Manager for Agency in reviewing and binding all insurance coverage of the organization. Review and negotiate provider insurance payer contracts to optimize third‑party billing rates. Other duties as assigned. Qualifications Bachelor's Degree in Accounting, Finance or Business required. Master's Degree in Accounting or MBA strongly preferred or equivalent experience. CT Driver's License. Certified Public Accounting Credential (CPA) strongly preferred. Minimum of 12 years total with 8 years of management and supervisory experience in financial environment inclusive of reporting and analysis, credit, payroll and other accounting/financial responsibilities. Must include a minimum of 6 years of management of a financial unit inclusive of staff, budget and performance management. Not‑for‑profit experience is required. Health care experience is strongly preferred. Demonstrates Intermediate to advanced experience with Microsoft Office products including Word, Outlook, Excel, PowerPoint. Experience/knowledge in utilizing financial management/billing software systems and linked clinical business applications, including Electronic Medical Record (EMR) systems such as EPIC. Experience in general ledger business system such as Abila. Experience in supervising facilities management or equivalent experience and training to meet the demands of the position. Behavioral Skill Sets Ability to apply knowledge of the Health Insurance Portability and Accountability Act Privacy and Security regulations and provisions (HIPAA). Organizational ability to balance priorities according to workload constraints and conflicting timelines. Ability to maintain composure under pressure; Ability to plan both in the long and the short-term considering the goals, challenges and changes that exist in the organization. This will include projected decision-making on deployment of staff and resources. Knowledge and ability to establish appropriate courses of action to accomplish goals within realistic target dates. Demonstrated ability to efficiently use agency resources to initiate projects, anticipate changes or needs, set and meet priorities. Demonstrated ability to effectively provide administrative staff supervision to maximize staff performance and productivity. Demonstrated competency in leading staff teams and effective interaction with agency Board members. Demonstrated interpersonal/communication competency. Demonstrated ability to ensure the security and confidentiality of client information and records in a manner consistent with professional and agency codes of ethics. Demonstrated awareness/sensitivity to all types of issues related to client diversity, including cultural, ethnic, language, gender, sexual orientation, gender preference, physical handicap and spiritual diversity. Resource Management Ensures adherence to CMHA budget; through intentional utilization of external resources, grants, implementation of revenue generating projects, and collaborates interdepartmentally for best practice. Staff Management Sets high, attainable standards and expectations for staff. Directs assigned departments by defining expectation. Responsible for talent acquisition. Provides team feedback through individual and group supervision. Models a collaborative culture and encourages discretionary effort. Addresses and resolves employee relations issues. Provides training consistent with current and future job requirements. Quality & Compliance Ensures adherence to all policies and procedures and the organization's Mission & Values. Maintains knowledge of and adherence to legal and regulatory requirements and includes information in ongoing employee education. Participates in the development and implementation of new programs, protocols, and processes. Customer Service/Relationship Management Maintains a professional, courteous, and positive demeanor in all interactions. Works collaboratively, participates in achieving common goals, shares knowledge and expertise. Conveys information clearly, listens with empathy, and accepts constructive feedback. Professional Development Engages in and sustains professional affiliations. Stays current with knowledge, skills, and credentials by participating in seminars, conferences, and other educational opportunities. Reinforces new learning and development in routine supervision and oversight. Actively seeks out new information and monitors industry trends to deepen expertise in their field. Cultivates a mindset rooted in continuous learning and growth. Strategic Planning Drives organizational growth by setting innovative goals and evaluating operations, leveraging strong analytical and communication skills to implement adaptive, high‑impact strategies and monitor performance outcomes. Community/Public Image Acts as a visible and effective ambassador for CMHA, actively participating in community and industry affairs to promote and enhance the agency's public image. Coaches and empowers staff to engage meaningfully in local, state, and national initiatives relevant to the organization's mission. Maintains a deep understanding of emerging trends, policies, and developments that impact the organization and the communities it serves. Approaches every interaction-internal and external-with knowledge, passion, and purpose. Personal Leadership Guided by the ten (10) principles of personal leadership, fosters self‑awareness, builds and maintains professional relationships. Focuses on continuous learning and development and strives for improvement and inspires others to do the same. Takes responsibility for one's actions and outcomes. 1. Be in the Moment, 2. Be Authentic & Humanistic, 3. Volunteer Discretionary Effort Constantly, 4. Model High Performance - Desired Behaviors that Drive Desired Results, 5. Respect and Leverage Separate Realities, 6. Be Curious vs. Judgmental, 7. Look in the Mirror First - Be Accountable, 8. Have Courageous Conversations, 9. Provide Timely, Clear, and Specific Performance Expectations and Feedback, 10. Teach, Coach, and Mentor - Spend at least half your time developing others. Benefits Medical, Dental, and Vision Insurance packages. 403(b)-retirement savings plan with CMHA matching starting after 1 year of service. 11 observed holidays. 3 Wellbeing days off on a Friday throughout the year to extend a long weekend. 2 CHMA/Personal days to use throughout the calendar year. Up to 24 days of PTO that increases with years of service. Paid agency closure between Christmas and New Year's (except 24/7 programs) *must be approved annually. Company paid Life Insurance and Long‑Term Disability. A comprehensive Employee Assistance Program (EAP) that offers counseling, coaching, and wellness resources for staff as well as members of their household. Higher education tuition discounts at participating schools through the Alliance's academic partnerships. Free ongoing professional development opportunities and continuous access to Continuing Education Units (CEUs), featuring comprehensive training in Evidence-Based Practices, such as EMDR, DBT, and CBT. Employee discounts for shopping, the New Britain YMCA, travel, and entertainment. Free employee subscriptions to the calm app. Annual Company Picnic. CMHA-sponsored Loan Reimbursement Program and Scholarship Program. FreeStudentLoan Wellness for eligible employees and their family members access to: Student loan consolidation and refinancing. Loan payoff projection dashboard. Coaching and support via chat, email, and phone. College cost calculator. College financial planning. 3 NHSC‑approved sites for federal student loan repayment. Public Service Loan Forgiveness (PSLF) Enhancement for eligible employees' access to: Automated Public Service Loan Forgiveness (PSLF) form management for past and present employers. Automated reminders for annual (PSLF) recertifications to help you stay on track. Resources and ongoing communications that make PSLF understandable. The opportunity to receive the national average of $72,000.00 in forgiveness. Equal Opportunity Employer Community Mental Health Affiliates is an Equal Opportunity Employer except in the case of a bona fide occupation qualification or as otherwise permitted or required by law, does not discriminate on the basis of race, color, age, disability, sex, pregnancy (including pregnancy), or related medical condition including by not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familiar status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. Additional Assistance Any individual needing assistance completing an online application should contact CMHA's Human Resources Department at ******************. #J-18808-Ljbffr

A strategic consulting firm in Meriden is seeking a Chief Financial Officer (CFO) to drive financial performance and operational excellence. The role involves developing financial strategies, managing risks, and leading cross-functional initiatives. Candidates should have an MBA and 15+ years of experience, including senior finance roles. This position offers a competitive salary and comprehensive benefits in a flexible work environment. #J-18808-Ljbffr

Job Title: Chief Financial Officer Reports To: Executive Director Status: Full-time, exempt, in office One of the oldest organizations of its kind in the country, Community Partners in Action (CPA) was founded 150 years ago to champion criminal justice reform and advocate for preserving the dignity of those in and out of prison. Through our programs that include reentry and housing, youth initiatives, a nationally recognized Prison Arts Program, and holistic alternatives to incarceration, we provide a long-term impact that positively transforms individuals and society at large. Annually serving over 4,000 individuals throughout Connecticut, our work is possible due to partnerships with and support from individuals, government, private funders, organizations, and businesses. CPA is guided by our BEDI (Belonging, Equity, Diversity, and Inclusion) culture. WE ARE COMMITTED to building and maintaining an inclusive, equitable workplace and COMPELLED to have a constructive impact on criminal justice reform in CT that ends racial inequities and ensures the humanity and dignity of those interacting with the system. Read more about our BEDI culture at ************************************ Position Summary: The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for aligning Community Partners in Action's (CPA) Fiscal Office with the organization's strategic priorities. This role demands a high level of financial expertise within a non-profit setting, along with exceptional attention to detail and the capacity to navigate complex decisions. The ideal candidate is self‑motivated, adaptable, and skilled at building strong working relationships. They excel in fast‑paced environments, managing multiple projects at once, meeting deadlines, and effectively prioritizing competing demands. Success in this position requires strong emotional intelligence, sound decision‑making abilities, and advanced analytical, organizational, and computer skills. The CFO will ensure compliance, accuracy, and timeliness in all financial operations while fostering credible relationships with internal and external stakeholders. This position supervises finance staff and collaborates closely with CPA leadership, including the Executive Director and Board of Directors. Qualifications: Bachelor's degree in accounting, finance, or related field required; CPA or MBA strongly preferred. Minimum 10 years of progressive financial leadership experience, including at least 5 years in a senior management role. Experience in non-profit financial management and grant compliance are strongly preferred. Demonstrated ability to manage a complex budget of $25M+ and supervise staff. Strong knowledge of GAAP, non-profit accounting, and regulatory requirements. Excellent analytical, strategic thinking, and communication skills. Proficiency in financial software (Blackbaud preferred) and ERP systems; advanced excel skills required. Experience working with state and federal agencies preferred. Knowledge of payroll, pension and insurance administration preferred. Key Responsibilities: Advise the Executive Director and Board of Directors on all financial matters including planning, risk management, and long‑term sustainability. Lead and manage CPA's financial activities, ensuring accountability, compliance with GAAP, IRS regulations, non‑profit financial standards, state and federal laws, and adherence to the highest ethical standards. Serve as the primary contact for state and federal funders and external auditors regarding financial matters. Oversee all accounting operations including budgeting, planning, forecasting, general ledger, accounts payable/receivable, grants management, and financial reporting. Manage annual audit process, liaise with external auditors, and ensure timely filing of tax returns. Manage external agency bidding compliance and procurement processes. Manage cash flow to ensure operational stability and liquidity. Monitor budget performance and provide timely variance analysis and recommendations. Maintain robust internal controls to safeguard assets and ensure accurate financial reporting. Lead development of the annual operating budget and multi‑year financial plans. Collaborate with CPA leadership to develop and manage program budgets. Supervise and mentor finance team members, fostering a culture of accountability and continuous improvement. Partner with Human Resources on insurance, benefits, and payroll matters. Lead Finance Committee meetings, engage members in developing short‑ and long‑term financial plans, and participate in all Board meetings, providing members with financial reports, forecasts, and analysis. Contribute to strategic planning and lead assigned initiatives, monitoring implementation as appropriate. Champion the agency's mission and vision, driving continuous improvement and best practices. Balance prioritization, processes, and results with urgency and attention to detail. Cultivate strong internal and external partnerships, embracing belonging, equity, diversity and inclusion. Promote collaboration across organizational boundaries and adapt to changing priorities. “An Equal Opportunity Employer Committed to Affinitative Action” #J-18808-Ljbffr

Opportunity: Edgewood Capital Advisors is seeking a candidate with 5+ years of commercial real estate loan servicing experience to assist in the servicing and asset management of a portfolio of commercial mortgage loans. Responsibilities: Prepare and disseminate monthly mortgage invoices. Contact municipalities to confirm real estate tax payments. Monitor borrower tax and insurance compliance. Analyze proposed property leases for adherence to underwriting and loan documentation. Maintain relationships with borrowers and borrower finance professionals to understand leasing, construction and payment status. Work with loan originators and the servicing department to monitor asset performance. Collaborate with team members on overall management of the portfolio and monthly reporting to senior management. Review, evaluate and process construction draw requests as a member of the servicing team. Assist in the management of firm-own properties Qualifications: Bachelors Degree 5+ years in commercial real estate finance, with a focus on servicing and asset management Strong communication skills Ability to work effectively in a collaborative, team environment About Edgewood Capital Advisors: Edgewood Capital Advisors, based in Southport, Connecticut, is a private equity firm focusing on the origination of bridge loans and the acquisition and financing of distressed real estate debt. Founded in 2002, the firm is currently investing its 5th discretionary fund and has approximately $350 million of assets under management.

A non-profit organization is seeking a Chief Financial Officer (CFO) to oversee financial operations and strategy alignment. The ideal candidate will possess significant experience in financial leadership within the non-profit sector, demonstrate expertise in GAAP compliance, and manage complex budgets exceeding $25 million. This role entails advising the Executive Director, ensuring timely financial reporting, and fostering close relationships with stakeholders, all while promoting the agency's mission and ethical standards. #J-18808-Ljbffr

UNIVERSITY OF CONNECTICUT Chief Financial Officer Founded in 1881, UConn is a Land Grant and Sea Grant institution and member of the Space Grant Consortium. The University is the state's flagship institution of higher education and includes seven campuses across the state: Avery Point, Hartford, Stamford, Storrs, and Waterbury, the Law School in Hartford, and UConn Health in Farmington. UConn has approximately 10,000 faculty and staff and 32,000 students, including more than 24,000 undergraduates and nearly 8,000 graduate and professional students. Record numbers of undergraduate applications and support for student success have enabled the University to become extraordinarily selective. The University serves as a beacon of academic, research, and entrepreneurial excellence as well as a center for innovation, serving students, local industry, and economic development goals of the state. UConn is a Carnegie Foundation R1 (highest research activity) institution and among the top public universities in the nation. UConn embraces excellence through research, teaching, service, and outreach and cultivates leadership, integrity, and engaged citizenship in its students, faculty, staff, and alumni. UConn promotes the health and well‑being of citizens by enhancing the social, economic, cultural, and natural environments of the state and beyond. UConn's four‑year average retention of first‑year students is 93%, remaining among the highest in the nation. With students graduating in an average of 4.1 years, UConn is tied at number 1 with four institutions for the quickest time‑to‑degree among public universities. UConn offers undergraduate majors, graduate degrees, and professional degree programs across 14 schools and colleges: College of Agriculture, Health, and Natural Resources, School of Business, School of Dental Medicine, College of Engineering, School of Fine Arts, the Graduate School, School of Law, College of Liberal Arts and Sciences, School of Medicine, Neag School of Education, School of Nursing, School of Pharmacy, Ratcliffe Hicks School of Agriculture, and School of Social Work. UConn has an annual operating budget of $1.7 B and recently launched an ambitious $1.5 B fundraising campaign. In fiscal year 2024, UConn received $368 M in research awards, a 29 % increase over the previous five years. The University has more than 80 research centers and institutes, more than 100 state‑of‑the‑art research facilities, and contributes $8.5 B in economic impact to Connecticut. In 2024, the University adopted its strategic plan, Envisioning 2034, with three major goals: promoting holistic student success, expanding research impact, and powering a thriving Connecticut. To learn more, visit: ********************************* Reporting to the President, the Chief Financial Officer (CFO) will be a dynamic and visionary leader responsible for the overall operational and financial health of the institution. This individual is a member of the President's cabinet and the University Senate, and will work closely with senior leaders, faculty, and staff to ensure the University's finances are efficient, sustainable, and aligned with the University's strategic goals and priorities. The CFO oversees Finance & Budget (including Financial Operations and Controller, Budget and Planning, Procurement and Business Services, Accounting, Accounts Payable, Bursar, Financial Systems, Payroll, and Treasury). The goal of the Office of the CFO is to support the academic and research missions of the University of Connecticut. This is accomplished through quality customer service, effective collaboration with faculty and staff, and strong stewardship of the University's financial and capital resources. The CFO is responsible for overseeing long‑range financial planning and management of the operating and capital budgets for all units of the University. Working closely with the President, Provost, and the other Vice Presidents, the CFO oversees capital and operating budget development, monitoring, reporting, and revenue‑generating initiatives; coordinates operating and capital budgets in conformity with policies set forth by the Board of Trustees; and develops financial policy and plans. The CFO serves as the University's point of contact for external agencies and partners on business and operational matters; acts as the President's representative on business and financial matters to university units and constituencies; and interacts closely with the Office of the Governor, state government offices and agencies, and the state legislature. The ideal CFO will be a strategic decision‑maker with a significant level of business acumen and judgment. They must be able to make practical, realistic and data‑driven decisions and know how to establish strategic administrative priorities and align the organization with them. They will also be a collaborative leader who is able to work effectively with a range of constituencies, both internal and external to an organization. This person will recognize the role of the CFO as supporting and enabling the success of the University's academic goals and its educational and research missions and will understand how to engage staff and hold them accountable for excellence. The successful candidate will be a skilled communicator who understands how to communicate effectively in a very large and diverse organization. This will include exceptional oral and written communication skills, including expertise presenting and negotiating. The next CFO must also be results‑oriented, understanding and interpreting complex problems, finding solutions, and effectively implementing them. This will require a sophisticated understanding of how to employ metrics to inform decisions, improve business processes, and drive performance and quality. The full position specification for the CFO search can be found at ************************* The University of Connecticut invites inquiries, nominations, and applications for the position of Chief Financial Officer. Interested candidates should confidentially submit a resume (Adobe PDF files preferred) to: Joi Hayes‑Scott, Bill Clemens, and Jim Lawson Consultants to the Search Committee Russell Reynolds Associates ***************************** For fullest consideration, materials should be received as soon as possible. #J-18808-Ljbffr

Agency Description One of the oldest organizations of its kind in the country, Community Partners in Action (CPA) was founded 150 years ago to champion criminal justice reform and advocate for preserving the dignity of those in and out of prison. Through our programs that include reentry and housing, youth initiatives, a nationally recognized Prison Arts Program, and holistic alternatives to incarceration, we provide a long-term impact that positively transforms individuals and society at large. Annually serving over 4,000 individuals throughout Connecticut, our work is possible due to partnerships with and support from individuals, government, private funders, organizations, and businesses. CPA is guided by our BEDI (Belonging, Equity, Diversity, and Inclusion) culture. WE ARE COMMITTED to building and maintaining an inclusive, equitable workplace and COMPELLED to have a constructive impact on criminal justice reform in CT that ends racial inequities and ensures the humanity and dignity of those interacting with the system. Read more about our BEDI culture at ************************************ Position Summary The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for aligning Community Partners in Action's (CPA) Fiscal Office with the organization's strategic priorities. This role demands a high level of financial expertise within a non-profit setting, along with exceptional attention to detail and the capacity to navigate complex decisions. The ideal candidate is self‑motivated, adaptable, and skilled at building strong working relationships. They excel in fast‑paced environments, managing multiple projects at once, meeting deadlines, and effectively prioritizing competing demands. Success in this position requires strong emotional intelligence, sound decision‑making abilities, and advanced analytical, organizational, and computer skills. The CFO will ensure compliance, accuracy, and timeliness in all financial operations while fostering credible relationships with internal and external stakeholders. This position supervises finance staff and collaborates closely with CPA leadership, including the Executive Director and Board of Directors. Key Responsibilities Advise the Executive Director and Board of Directors on all financial matters including planning, risk management, and long‑term sustainability. Lead and manage CPA's financial activities, ensuring accountability, compliance with GAAP, IRS regulations, non‑profit financial standards, state and federal laws, and adherence to the highest ethical standards. Serve as the primary contact for state and federal funders and external auditors regarding financial matters. Oversee all accounting operations including budgeting, planning, forecasting, general ledger, accounts payable/receivable, grants management, and financial reporting. Manage annual audit process, liaise with external auditors, and ensure timely filing of tax returns. Manage external agency bidding compliance and procurement processes. Manage cash flow to ensure operational stability and liquidity. Monitor budget performance and provide timely variance analysis and recommendations. Maintain robust internal controls to safeguard assets and ensure accurate financial reporting. Lead development of the annual operating budget and multi‑year financial plans. Collaborate with CPA leadership to develop and manage program budgets. Supervise and mentor finance team members, fostering a culture of accountability and continuous improvement. Partner with Human Resources on insurance, benefits, and payroll matters. Lead Finance Committee meetings, engage members in developing short‑ and long‑term financial plans, and participate in all Board meetings, providing members with financial reports, forecasts, and analysis. Contribute to strategic planning and lead assigned initiatives, monitoring implementation as appropriate. Champion the agency's mission and vision, driving continuous improvement and best practices. Balance prioritization, processes, and results with urgency and attention to detail. Cultivate strong internal and external partnerships, embracing belonging, equity, diversity and inclusion. Promote collaboration across organizational boundaries and adapt to changing priorities. “An Equal Opportunity Employer Committed to Aff …” Qualifications Bachelor's degree in accounting, finance, or related field required; CPA or MBA strongly preferred. Minimum 10 years of progressive financial leadership experience, including at least 5 years in a senior management role. Experience in non‑profit financial management and grant compliance are strongly preferred. Demonstrated ability to manage a complex budget of $25M+ and supervise staff. Strong knowledge of GAAP, non‑profit accounting, and regulatory requirements. Excellent analytical, strategic thinking, and communication skills. Proficiency in financial software (Blackbaud preferred) and ERP systems; advanced excel skills required. Experience working with state and federal agencies preferred. Knowledge of payroll, pension and insurance administration preferred. #J-18808-Ljbffr

VP of Operations - Commercial Roofing New Haven, CT $140k - $180k Grab your career with both hands and make your dreams reality What's in it for you? Bonus Equity scheme Company Truck or Vehicle Allowance Credit card 401k Health Insurance Company Phone and Computer Company Story Over 10 years, this contractor has gone from $0 and 4 staff to now generating $50m in annual sales with 80+ employees, and have opened offices in Miami, FL and Santa Monica, CA. Their vision is to create a culture of outstanding careers for their employees and world class service for their customers. They have partnered with Private Equity and have a very ambitious 5-year plan to expand across the county and become a Top 5 Roofing Contractor. Their expansion plans are to grow 20-30% YoY. They work on nationwide contracts with private clients and fortune 500 companies, such as Walmart and Sams Club, on projects ranging in value from $50k - $11m. What they do Their work is split between 70% re-roofing, 20% new construction, and 10% service and they have experience installing every type of commercial roof system; hot or cold, TPO, PVC, BUR, and also metal wall panels and facades. What you will be doing Report to and work closely with the President of the company Oversee daily operations of the entire company across the US including: overseeing project management, scheduling, team building, resource allocation and procurement Implement product management systems Manage and monitor finances including; profitability, optimize schedule and labor, procurement, budget development Manage progress in the field Ensure safety and quality standards are met both in the field and office Track operational performance, set KPI's, support training and development and work with recruitment to attract top talent What you'll need 5+ years of operational leadership within commercial roofing Ability to service enterprise level accounts Experience leading multiple operational teams across office and field Project management and CRM software experience Able to be onsite in Connecticut and able to travel occasionally to other sites Don't hesitate and APPLY NOW. Don't have a resume, no problem! Just contact me directly: ******************************* Not quite right for you but know someone that would be an excellent fit? Refer a friend and if they are successfully placed, we pay you $1000!

The Jewish Federation of Western Mass and Jewish Endowment Foundation is looking for an experienced, team-oriented Chief Financial Officer to oversee the organization's financial and administrative operations. For 100 years, the Federation has worked to create a vibrant, caring, connected and enduring Jewish community by strengthening Jewish identity, caring for Jews in need, and fostering deep connections with Israel and Jews around the world. The Pioneer Valley of Massachusetts is home to more than 30,000 Jews and we are a thriving, vibrant, multi-faceted Jewish community. Federation staff are passionate about community building; highly collaborative, often going above and beyond their own job description; and always learning. We bring a wide range of experiences and backgrounds to our work and welcome all applicants for this dynamic position. Position Summary The Chief Financial Officer of the Jewish Federation of Western Mass is responsible for developing the overall financial strategy in accordance with and in service to the organization's overall mission and strategy. The role will provide leadership and management direction to accounting and finance, risk management including all financial and accounting operations, policies and procedures, reporting systems, annual audit, tax returns, and internal financial statements. In all functions and responsibilities, the Comptroller provides the highest level of client service and responsiveness to all stakeholders of the Federation as well as leadership and embodiment of the highest standard of integrity and transparency. Essential Functions Support the ongoing development of a sustainable business model strategy in conjunction with the Board, lay committees and leadership teams. Oversee development of the annual operating budget. Oversee audit and tax preparation processes for the Federation; work closely with Budget and Finance Committee. Formulate and implement accounting policies and practices in conformance with all relevant law and IRS regulations. Develop, monitor and improve internal accounting controls and performance efficiencies. Provide disciplined financial analysis to major organization decisions. Produce regular financial information and analysis for management, Board of Trustees and relevant committees. Ensure that all grants made by the Federation comply with all appropriate policies, procedures, regulations and legal requirements. Complete bank reconciliations Record payroll into general ledger Allocate investment activity across funds Investment Oversight Manage financial assets under the guidance of the Investment Committee of the Board. Responsible for the cash management and treasury functions. Represent Federation to donors. Champion, provide support and partnership for our investing efforts with lay subcommittee. Sell and reinvest investment offerings Business Operations Oversee payroll, purchasing, and all disbursement functions of the Federation. Seeks continuous improvement in organizational performance, effective use of financial and human resources, and reporting to improve the effectiveness and efficiency of the organization. Responsible for organization's risk management including general liability and related insurance coverage and risk mitigation and disaster response. Management Leverage the strengths of the current staff, providing training, development and supervision in order to maximize and reach optimal individual and organizational goals. Evaluate direct reports and ensure timely and meaningful evaluation of all staff. Act as primary staff liaison to Finance Committee, Investment Committee, and Audit Committee. Attend meetings for the Executive Committee, Board of Trustees, and with donors and other supporting organization boards as appropriate and requested. Closely collaborate and strategize with CEO to align on business strategy, resource allocation, project implementation, and performance measurement. Experience in not-for-profit financial accounting is required. Experience with oversight of endowment investment functions is required. Highly skilled relationship manager and communicator, both verbal and written, with a wide range of stakeholders, including management, board members, and community leaders. Experienced manager with demonstrated ability to select, develop, motivate, mentor, and retain high-performing staff. Knowledge of or experience in Jewish communal services is a plus Demonstrated financial, analytical and project management skills. Experience related to business process re-engineering for increased efficiency and cost reduction; not afraid to be hands-on looking at people, processes, and technology to develop and implement recommendations. Ability to organize, prioritize, and delegate responsibilities, to motivate lay leadership and staff and to manage multiple and varied projects. Education and Experience Minimum of 8-10 years of successful management and leadership experience in all aspects of accounting, finance, investment management, and information technology with a demonstrated track record in personnel management and evaluation, budgeting, financial reporting and strategic thinking, and decision making. CPA, CMA and/or MBA is highly preferred. The Federation offers excellent benefits - medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan. Employment Practices The Federation strives to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Federation of Western Mass and Jewish Endowment Fund is an equal-opportunity employer. #J-18808-Ljbffr

🚗 Chief Operating Officer (COO) - Eurostar Industries Inc. | Norwalk, CT (On-site) About Us At Eurostar Industries Inc., we're driven by performance, precision, and a passion for cars. We are a growing Tier 1 and Tier 2 supplier to the automotive industry and a leading European auto parts warehouse distributor in North America. We offer over 7,000 types of high-quality O.E., OEM, and aftermarket parts for European and other automobiles. With an extensive inventory and a commitment to excellence, Eurostar delivers reliability, performance, and customer satisfaction. The Role We are seeking an experienced Chief Operating Officer (COO) to lead and scale our operations. The COO will oversee daily operations, business planning, and the execution of strategies that drive efficiency, profitability, and sustainable growth. Working closely with the CEO, this leader will ensure alignment across departments and foster a culture of continuous improvement. Key Responsibilities • Oversee daily company operations and performance • Develop and implement operational strategies to drive efficiency and growth • Lead budgeting, financial planning, and cost-control initiatives • Streamline workflows and design company-wide policies for operational excellence • Oversee inventory and warehouse management systems for maximum productivity • Collaborate with the CEO and executive team to align business and strategic goals • Foster strong communication and accountability across departments Qualifications • Bachelor's degree in Business Administration, Finance, or related field • Proven success in operations management and business planning • Strong background in finance and budgeting • Demonstrated experience optimizing workflows and implementing inventory/warehouse management systems • Excellent leadership, communication, and analytical skills • Ability to thrive in a fast-paced environment • Experience in the automotive industry is a strong plus 📍 Location: Norwalk, CT (On-site) 💼 Employment Type: Full-time 📧 Apply now: ******************** If you're ready to help shape the next phase of a growing, high-performance company - we'd love to meet you. #Hiring #COO #Leadership #Operations #AutomotiveIndustry #EurostarIndustries #NorwalkCT #ExecutiveJobs #Manufacturing #NowHiring

Archway Dental Partners is a forward-thinking dental support organization (DSO) that empowers high-performing dental practices through operational support, technology, and strategic leadership. We are committed to improving patient access, care quality, and provider success through scalable, efficient, and compliant infrastructure. Position Summary The Director of Revenue Cycle Management (RCM) is responsible for the strategic leadership and oversight of the entire revenue cycle process across all supported practices in the Archway Dental Partners network. This role is charged with building, optimizing, and scaling an RCM infrastructure that ensures timely, accurate, and compliant revenue capture-from patient intake and insurance verification to claims processing, collections, and accounts receivable management. The ideal candidate is a results-oriented leader with deep experience in dental or healthcare RCM, strong operational acumen, and the ability to drive continuous improvement in a growing, multi-state organization. Key Responsibilities Leadership & Strategy Provide executive-level leadership over all revenue cycle functions, including eligibility verification, patient billing, claims management, collections, and payment posting. Design and implement a scalable RCM strategy aligned with Archway's growth objectives and partnership model. Foster a culture of accountability, transparency, and service excellence within the RCM organization. Mentor and develop team members to build a scalable leadership bench for future growth Build, develop, and lead a high-performing RCM team (managers, billing specialists, AR follow-up teams, etc.). Serve as a strategic advisor to executive leadership on RCM performance, risks, and opportunities. Operational Oversight Establish and manage RCM performance dashboards with clear accountability for key metrics (e.g., DSO < 30 days, >98% clean claims rate, >98% net collection rate, Drive performance across key RCM metrics: Days Sales Outstanding (DSO), clean claims rate, net collection rate, denial rate, and aging AR. Standardize workflows, SOPs, and KPI reporting across all supported practices. Implement best-in-class billing practices and technology solutions to support efficiency and accuracy. Oversee payer relationships and escalated claim issues, including contract compliance and reimbursement challenges. Integration & Systems Lead RCM onboarding and integration for new dental practices joining the Archway network. Oversee use and optimization of dental practice management systems and ensure data integrity. Partner with Operations, FP&A, and Finance to ensure alignment between RCM performance, revenue forecasting, and cash flow management. Collaborate with practice operations leaders to strengthen front-end revenue processes (eligibility, pre-authorizations, point-of-service collections). Collaborate with IT, operations, and finance teams on system enhancements and automation opportunities. Compliance & Training Ensure compliance with HIPAA, federal/state billing regulations, and payer-specific requirements. Maintain up-to-date knowledge of dental coding (CDT), billing standards, and regulatory changes. Develop and execute training programs for internal RCM staff and front office teams at supported practices. Qualifications Bachelor's degree required; MBA, MHA, or related advanced degree strongly preferred. Experience supporting a private-equity portfolio company or growth-stage healthcare organization preferred. Support diligence and post-close integration for acquired practices, ensuring seamless alignment to Archway's RCM standards. 8-10+ years of progressive experience in revenue cycle management, with at least 3 years in a director-level leadership role. Prior experience in a DSO, MSO, or multi-site healthcare environment is highly preferred. Deep knowledge of dental billing, coding, insurance policies, and payer dynamics. Proven track record of improving financial outcomes through operational RCM improvements. Excellent leadership, analytical, and cross-functional communication skills. Strong experience with dental PM/EHR systems and reporting tools. Why Archway? Opportunity to shape the RCM infrastructure of a fast-growing, PE-backed DSO Collaborative, mission-driven leadership team Competitive compensation, bonus potential, and benefits package Professional growth in a national organization scaling for the future of dentistry

Chief Financial Officer (CFO) - University of Connecticut The University of Connecticut invites inquiries, nominations, and applications for the position of Chief Financial Officer. The CFO will report directly to the President, serve as a key member of the President's cabinet and University Senate, and ensure the institution's financial health aligns with strategic goals and priorities. Job Overview As CFO, you will oversee Finance & Budget operations including Financial Operations and Controller, Budget and Planning, Procurement and Business Services, Accounting, Accounts Payable, Bursar, Financial Systems, Payroll, and Treasury. Your role will support the academic and research missions through effective collaboration, stewardship of financial resources, and data‑driven decision‑making. Responsibilities Oversee long‑range financial planning and management of operating and capital budgets for all university units. Coordinate capital and operating budgets in conformity with policies set by the Board of Trustees. Develop and implement financial policies, plans, and revenue‑generating initiatives. Act as the university's point of contact for external agencies and partners on business and operational matters. Represent the President on business and financial matters to university units, the Office of the Governor, state government agencies, and the legislature. Provide strategic financial advice to senior leaders, faculty, and staff, and promote efficient and sustainable financial practices. Qualifications Strategic decision‑maker with significant business acumen, judgment, and data‑driven analytical skills. Strong collaborative leadership, able to work with internal and external constituencies. Skilled communicator with exceptional oral and written abilities, including presentation and negotiation expertise. Results‑oriented, able to interpret complex problems, find solutions, and implement them effectively. Experience applying metrics to inform decisions, improve business processes, and drive performance and quality. Understanding of how to engage staff and hold them accountable for excellence. Application Instructions Interested candidates should confidentially submit a resume (Adobe PDF files preferred) to: Joi Hayes-Scott Bill Clemens Jim Lawson For fullest consideration, materials should be received as soon as possible. Recruiting Information Advertised: Nov 25 2025 Eastern Standard Time Applications close: (date not specified) Search #: 498642 Work type: Full-time Location: Storrs Campus Categories: Executive #J-18808-Ljbffr

Cornerstone, part of The Pennant Group family, is currently seeking entrepreneurial leaders with proven results in building and leading exceptional teams-and a passion for the home health, hospice and home care industry. Join us in making an impact and shaping the future of post-acute care! About the Opportunity: The CEO-in-Training (CIT) Program is designed to prepare outstanding leaders for the opportunity to lead one of our home health or hospice agencies. This salaried, full-time training program typically lasts 3-6 months, depending on your background and experience. CITs may advance to oversee one of our thriving agencies or a future acquisition, with continued mentorship and operational support from experienced Pennant partners. As a CIT, you will gain hands-on practical experience in operations, clinical care, and business management under the guidance of an experienced Executive Director/CEO. The program offers mentorship, cross-functional training, and real responsibility in a dynamic environment. You'll learn to drive results, cultivate a strong team culture, and develop a deep understanding of the unique business models that power Pennant's success. Key Responsibilities: Participate in on-the-job training across all operational roles Shadow clinical and administrative teams to understand the full scope of the business Lead projects and contribute to real-time solutions within your host company Engage in self-study on industry regulations and operational best practices Align leadership skills while embodying Cornerstone's core values Qualifications: Minimum Requirements: 3-5 years of proven leadership experience Strong track record of building and leading successful teams Ability to create a vision and drive results Must obtain any required state licensing during their CIT program (varies by state) Open to relocation based on available opportunities Preferred Qualifications: Bachelor's degree (MBA/MHA preferred) Entrepreneurial mindset with a passion for growth Experience in business development, marketing, and financial management Proven ability to drive culture and lead with passion About Us: Cornerstone, an affiliate of The Pennant Group (NASDAQ: PNTG), is committed to delivering compassionate, personalized care to patients and families in the comfort of their own homes. As part of the Pennant family-a growing national network with over 180 affiliated locations across 14 states spanning home health, hospice, and senior living-we operate with the independence and flexibility that allow our local leaders to truly make a difference. Pennant Services provides robust clinical, legal, accounting, IT and HR support, enabling our teams to focus on delivering exceptional service and care. We are guided by the core values that shape Pennant's unique culture: Customer Second Accountability Passion for Learning Love One Another Intelligent Risk Taking Celebrate Ownership We believe in empowering our people, fostering excellence, and creating an environment where personal and professional growth thrives. Our culture makes Pennant a truly unique place to work. Learn More and Connect with Us: Careers: ********************************* Become a CEO: ***************************** LinkedIn: ****************************************************

The State of Connecticut, Office of the Lieutenant Governor, is seeking to hire the Chief of Staff to the Lt. Governor (Executive Office Administrative Aide 1) to serve as the primary strategic advisor and senior aide, responsible for managing the Lieutenant Governor's office operations, coordinating policy initiatives, and overseeing communication and stakeholder relations. This role requires a seasoned leader with exceptional organizational and interpersonal skills to support the Lieutenant Governor in fulfilling her duties and advancing her agenda effectively. APPOINTMENT Appointed by the Governor in accordance with the provisions of Sections 3-1 and 5-198 (10) and (18) of the Connecticut General Statutes. This is an appointed role and will be open until it is filled. THE ROLE The selected incumbent will possess: Experience in senior government or executive roles (e.g., Chief of Staff, Senior Advisor, Legislative Director). Strong knowledge of state government operations, legislative processes, and public policy. Excellent leadership, communication, and interpersonal skills. Experience managing complex projects and multiple priorities under tight deadlines. Acumen and discretion in handling sensitive and confidential information. A bachelor's degree. KEY RESPONSIBILITIES Strategic Leadership: Act as the principal advisor to the Lieutenant Governor on policy, strategy, and operational matters. Office Management: Oversee daily operations of the Lieutenant Governor's office, including staff supervision, budget management, and administrative functions. Policy Coordination: Lead the development, implementation, and tracking of legislative and policy initiatives aligned with the Governor and Lieutenant Governor's priorities. Communication: Manage internal and external communications, including press relations, speeches, and messaging strategy. Stakeholder Engagement: Cultivate and maintain strong relationships with government officials, community leaders, advocacy groups, non-profits, businesses, and the public. Crisis Management: Provide guidance and rapid response to emerging issues and challenges impacting the State. Scheduling and Protocol: Oversee the Lieutenant Governor's calendar, official events, and travel arrangements, ensuring adherence to protocol and all ethical standards. Team Development: Mentor and manage staff to foster a high-performing, collaborative, and cohesive team environment. POSITION HIGHLIGHTS Full-time First shift Location: Hartford, CT Hybrid position (telework and in office) Job Function : Administrative, Development, General #J-18808-Ljbffr

A financial services organization is seeking a Global Workforce Management Director to lead the development and execution of global strategies enhancing performance. You will manage a team to optimize practices and engage with stakeholders for effective transitions. The ideal candidate has significant strategic consulting experience and strong leadership skills. This role requires collaboration with senior leaders to achieve operational excellence. The organization values ethics, integrity, and offers competitive pay and benefits. #J-18808-Ljbffr

Lead the development, implementation and coordination of the Human Resource function. Develop and manage programs and company culture to attract and support a high-functioning and passionate workforce. Coordinate the administration of human resource policies, procedures and programs throughout the global organization to support business strategy. Essential Job Functions & Responsibilities: Ensure organizational structure, company culture and HR practices support attainment of business strategies, goals and objectives. Work with management to communicate the company vision, strategies and plans to the entire company. Develop, recommend and implement human resource policies and procedures. Direct the recruitment process for and selection of candidates to fill vacant positions. Ensure the hiring of top-quality personnel, the effectiveness of recruiting and selection techniques and compliance with regulatory requirements. Direct the orientation of new employees. Responsible for managing the employee performance appraisal system to insure that company policies are being adhered to. Conduct annual salary surveys and recommend budget salary increase percentage. Establish and maintain pay structures; analyze salary grades and ranges annually for competitiveness within industry. Coordinate the review and update, as necessary, all job descriptions. Assist in developing individual and group incentive compensation plans for all global business units. Coordinate annual renewal for all U.S. employee benefit plans. Oversee administration of employee enrollment, changes and termination for all plans. Recommend modifications to plans to ensure the company provides cost effective, competitive benefits to employees. Manage workers' compensation and unemployment claims, FMLA and ADA programs, severance program. Review and recommend employee and management training needs. Contract with outside sources when necessary to provide group training. Direct and participate in employee relations programs ensuring positive morale and an enjoyable work environment. Coordinate employee incentive, team building, employee suggestion and wellness programs. Counsel management personnel regarding employee performance issues, disciplinary procedures, rewards programs, etc. Perform exit interviews. Identify legal requirements and government reporting regulations under OSHA, COBRA, ERISA, WARN, wage/hour, EEO/AAP, drug testing and other relevant statutes. Counsel top management on potential exposure of the company to emerging labor law trends. Prepare information requested or required for regulatory compliance. In consultation with legal counsel, represent company in all employee grievances and legal matters. Monitor systems for proper processing and accuracy of personnel records. Publish regular reports relating to headcount, turnover and other key HR performance indicators. Supervise and manage the daily activities of the Human Resources Department. Provide Human Resource services as outlined above and as required for Laticrete International Joint Ventures and Subsidiaries. Nonessential Job Functions: Performs other duties and assumes accountabilities as apparent or as delegated, including mutually agreed upon objectives. Job Specifications/Skills: Minimum of seven years of Human Resource senior- level leadership experience. Superior written and verbal communication skills. Exceptional interpersonal skills, tact, maturity and flexibility. High degree of responsibility. Good reasoning abilities and sound judgment. Ability to interact well with employees of all levels of the organization, senior staff, employment agencies, placement firms, governmental agencies and educational institutions, legal counsel for Human Resource issues, benefits consultants, job applicants, peer group professionals and local community/civic contacts. High energy level; comfortable performing multi-faceted projects in conjunction with regular daily activities. Experience with integration of acquisitions preferred. Experience with international cultures and business preferred. Computer skills: Intermediate to advanced knowledge of Microsoft Office (Word, Excel, PowerPoint and Outlook. Experience with HRIS. Bending and reaching to file. Infrequent ability to lift up to 25 pounds. Team Cooperation - maintain positive, cooperative attitude with all employees of Laticrete and all customers. Minimum Educational Requirements: Bachelor's degree in Human Resources or another related field . PHR/SPHR certification preferred. Travel: 1. 20% (including international) 2. Must have or be able to obtain a passport.

Job Description Job Opportunity: President & Chief Executive Officer (CEO) Reports To: Board of Directors Website: ********************** Founded in 1904, CJR is dedicated to ensuring every young person has the opportunity to thrive through comprehensive therapeutic, educational, and support services for children and families. With a rich history rooted in community service and a commitment to positive transformation, CJR operates across multiple locations in Connecticut, including a 150-acre campus in Litchfield featuring a working farm, vocational and academic facilities, and residential programs. The organization serves over 2,400 individuals annually through a broad continuum of services, including residential care, education, wellness, and community-based programs. CJR is proud of its longstanding accreditation by COA and NEASC, reflecting its commitment to quality and compliance. The organization is poised for growth and innovation, seeking a visionary leader to guide its strategic direction, expand programs, and deepen community impact. Position Overview: CJR is seeking a dynamic and compassionate President & CEO to lead the organization into its next chapter. This individual will be responsible for setting strategic vision, overseeing operations, fostering organizational culture, ensuring financial sustainability, and expanding community and stakeholder relationships. The CEO will work closely with a dedicated Board of Directors and a talented leadership team to uphold CJR's mission and values. Key Responsibilities: Strategic Leadership: Develop and execute long-term strategic plans; align programs with community needs; collaborate with the Board and stakeholders. Program Oversight: Ensure programs meet quality standards, comply with regulations, and effectively serve diverse populations. Financial Stewardship: Oversee budgeting, resource allocation, and financial planning to sustain and grow the organization. Fundraising & Development: Lead efforts to diversify revenue streams through individual, foundation, and corporate giving; build donor relationships. Advocacy & Community Relations: Advocate for children and families; foster relationships with government agencies, community partners, and policymakers. Organizational Culture: Foster a positive, inclusive, and ethical workplace environment; develop and retain leadership talent. Board Engagement: Maintain transparent communication; support governance; cultivate strong board relationships. Candidate Profile: The ideal candidate will possess: A deep passion for CJR's mission and core values. Extensive leadership experience in youth, family, or human services organizations. Proven success in strategic planning, program management, and organizational growth. Strong background in regulatory compliance, accreditation, and state contracting. Demonstrated ability to lead, inspire, and develop diverse teams. Expertise in fundraising, donor relations, and revenue diversification. Cultural competency and a demonstrated commitment to diversity, equity, and inclusion. Excellent communication, relationship-building, and advocacy skills. A relevant advanced degree (preferred). Compensation & Benefits: The salary is based upon experience. Available benefits include medical, dental, vision, 403(b) retirement plan and match, and paid time off and holidays. Application Process: This search is being conducted by Lincoln Leadership. Interested candidates or referrals are encouraged to contact: Andrew C. Wheeler Founder & President, Lincoln Leadership Phone: ************ Email: ***************************** Applications are accepted until the position is filled. For best consideration, please submit your application by December 1, 2025, including a cover letter detailing your interest, qualifications, and alignment with CJR's mission, along with your current résumé. Start Date: Spring 2026 Equal Opportunity Employer: CJR is committed to diversity, equity, and inclusion and welcomes applicants from all backgrounds. Powered by JazzHR Vo3irq38xf

A prominent educational institution in Hartford is seeking a Chief Financial Officer to oversee its financial operations and strategy. The successful candidate will lead financial planning, manage budgets, and collaborate with university leadership to support academic goals. This role requires strong business acumen and exceptional communication skills. Interested candidates should submit their resume to *****************************. #J-18808-Ljbffr

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr