VP & Medical Director
Vice president job at The Travelers Companies
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$262,900.00 - $404,200.00
**Target Openings**
1
**What Is the Opportunity?**
Lead the strategy and operations of Travelers Claim Medical initiatives focusing on how developments in the broader medical environment impact Property & Casualty product lines. This role will serve as a thought leader and help develop the following critical areas for Travelers: Develop strategies and direction to advance Travelers medical capabilities to keep Travelers at the leading edge of the P&C industry. Develop medical management strategies that help injured employees return to work as soon as medically appropriate. Ensure Travelers is prepared to incorporate new and emerging medical technology and practices into its strategies, practices and workflow where appropriate. Conduct research and analysis related to medical and healthcare trends. This includes the physical and psychological influences which can impact claim outcomes. Organize and coordinate Travelers' medical review functions. This includes interpreting Federal and State regulations and medical guidelines to establish medical review policies. Works in close collaboration with the Claim leaders and in partnership with other Medical and Pharmacy professionals.
**What Will You Do?**
+ Provide overall program leadership as the organization's lead physician. Serve as the key enabler and facilitator for the Travelers medical strategies and represent the Travelers brand both internally and externally.
+ This position will oversee the following key areas:
+ Medical Claim Product Research, Strategy and Innovation:
+ Design and direct innovative, outcome focused strategies and business plans for medical related product development and enhancements. Strategies may influence design, marketing, best practices, system development, vendor management, policies and procedures and response to legislative and regulatory issues.
+ Conduct industry research and analysis related to medical, healthcare and group health trends and practices to keep Travelers at the leading edge of the P&C industry.
+ Partner with stakeholders to develop and design projects and proofs of concept to improve business results.
+ Stay connected to industry and relevant external bodies/associations to assess trends and coordinate Travelers medical position as appropriate.
+ Inform Product and Underwriting insights as appropriate to anticipate, respond to and manage trends.
+ Attend external forums representing Travelers. Function as a liaison and professional relations contact on a local and national level.
+ May provide input and support medical vendor strategies including vendor selection, negotiation and contracting.
+ Medical Direction and Oversight:
+ Participate in the design and development of organizational design and workflows that ensure effective implementation of medical strategies.
+ Oversee engagement of Regional Medical Directors, Medical Consortiums and other medical resources as appropriate. Train and evaluate physician and non-physician medical review personnel and activities.
+ Stay apprised of changes in medical technology and adjust review organizational design and workflows functions accordingly.
+ Interpret regulations, statutes and guidelines to establish medical policies as necessary.
+ Provide input into the investigation of new technology and the application for improving business process and increasing productivity.
+ Claim Practices & Support:
+ Provide Medical guidance, support and direction as needed to the Claim Field organization.
+ Provide input into to claim practices, marketing strategy and customer services as appropriate to anticipate, respond to and manage medical trends.
+ Partner with key stakeholders to assist in the review and monitoring of financial and qualitative operating results related to medical. Share accountability with business partners to achieve and sustain quality results.
+ Partner with other medical and pharmacy experts on the development and design of training strategies, programs and curriculum.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Understanding of healthcare systems including Hospital Services, Pharmacy and Group Health insurance
+ Strong background in Occupational Medicine
+ Background in pain management or orthopedics a plus
+ Understanding of the psychological factors in achieving optimal medical outcomes a plus
+ Experience leading major projects or transformational initiatives from inception through implementation
+ Management experience preferred
+ Proven ability to work in a team environment and collaborate on innovative projects
+ Demonstrated thought leadership
+ Strong research and project management skills
+ Ability to analyze business problems thoughtfully and draw conclusions in uncertain situations
+ Ability to communicate complex issues and connect with all levels of the organization
+ Direct and/or indirect leadership skills
+ Financial management and analysis skills
**What is a Must Have?**
+ Licensed MD
+ 5 years clinical and utilization management experience
+ Certified by the American Board of Medical Specialties
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Sr. Manager, Agribusiness Actuarial
Vice president job at The Travelers Companies
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Actuarial, Data Analytics
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$120,400.00 - $198,700.00
**Target Openings**
1
**What Is the Opportunity?**
Bring your actuarial talent from farm-to-table where insurance meets agriculture! This Sr. Manager position supports the Agribusiness Actuarial team. Key responsibilities include core actuarial functions such as Plan, Rate Adequacy, profitability reporting, and pricing-related business initiatives (i.e. ongoing CAT/weather management, developing benchmark model insights, etc.). The successful candidate will drive pricing-related analyses while developing business acumen and effective communication with technical and non-technical stakeholders. This role will collaborate closely with Underwriting leadership, Product Management, Finance, and other departments to provide analytical support for pricing and strategic initiatives.
What Will You Do?
Strategy:
+ Hold a lead role in strategic planning as well as manage the successful execution and completion of assigned strategic initiatives and projects.
+ Develop solutions to resolve challenges of an initiative.
+ Propose change and innovation in order to improve project team performance and timelines.
+ This position will often participate on cross-unit initiatives and may participate on Enterprise initiatives.
Operational:
+ Independently perform actuarial and analytic analyses to solve business problems and apply judgment appropriately.
+ Drive day to day execution within unit. Support broad department initiatives.
+ Begin to promote efficiency across primary working group, balancing additional effort against incremental lift gained from work.
+ Begin to make decisions independently in accordance with department practices.
+ Begin to provide direction and review others' analytical work.
+ Begin to translate business requests into analytical solutions.
+ Provide support as necessary for initiatives across the Enterprise within the scope of influence.
Communication:
+ Communicates analysis, project results, and other business initiatives on a regular basis to staff, peers, and business partners.
+ Communicates technical topics to non-technical audience with guidance from manager.
+ Actively participates and may lead group discussions.
+ Creates formal written communication such as memos or presentations with guidance.
+ Networks and collaborates on ideas and challenges.
Talent:
+ Staff responsibilities may include direct management of 1 to 2 individual contributors or interns.
+ Acquisition, retention, and development of talent for assigned unit.
+ Execute and communicate talent development processes, including performance and personal development goals.
+ Talent assessment recommendations.
+ Performance management.
+ Mentor less experienced talent across the Enterprise.
+ Onboard new employees and interns in unit.
+ Support various training and skill development initiatives across assigned Segment and the Enterprise.
+ May provide support for recruiting efforts and candidate talent assessment efforts.
+ Perform other duties as assigned.
What Will Our Ideal Candidate Have?
+ College degree in STEM related field.
+ Associate Actuarial Credential.
+ Strong PC skills (MS Office) and programming skills (eg.
+ SQL, SAS).
+ 5+ years of quantitative analysis experience.
+ Strong understanding of insurance products and industry.
+ Demonstrated ability in actuarial and quantitative analysis and statistical concepts.
+ Management experience.
Leadership:
+ Take ownership of projects including initiating the project, drawing up the project plan, carrying out the action items and make recommendations.
+ Proficient in Leading Self, exhibiting decisiveness and self-awareness while also effectively managing ambiguity.
+ Initial development of Leading Others, including modeling the way for others and leading team projects.
+ Initial development of Leading the Business, including actively engaging in driving business results, broad thinking and promoting an Enterprise culture.
Business Acumen:
+ Has an in-depth understanding and knowledge of a few key business drivers and disciplines such as: underwriting, products, reinsurance, distribution, sales, operations, risk control, claim, and financials.
+ Able to effectively utilize this business knowledge in developing analytic solutions.
+ Has a general perspective of certain areas of the industry and developing trends such as: technology, analytic methodology, products and performance of competitors.
+ Begins to be familiar with other key business drivers and discipline areas as well.
Relationship Management:
+ Proactively build and own professional business relationships across the BI&AA community across the Enterprise.
+ Generate and solicit ideas, and build consensus with guidance.
+ Aware of potential conflict and addresses with limited guidance.
+ Begin to acknowledge accomplishments of others within your primary working group.
+ Set and manage expectations with business partners for small projects.
Quantitative Analysis:
+ Evaluate and use appropriate data, tools and methods.
+ Independently perform and implement analytics.
+ May engage in technical/peer review.
+ Begin to design and able to contribute on more complex analytic work.
+ Begin to understand diverse perspectives to effectively accomplish business goals.
What is a Must Have?
+ Bachelor's Degree or equivalent experience.
+ 3 years of experience in quantitative analysis.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Vice President, Primary Casualty
San Jose, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Vice President, Primary Casualty
Santa Rosa, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Vice President, Primary Casualty
San Francisco, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Vice President, Primary Casualty
Fremont, CA jobs
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
VP of Product Operations
Anaheim, CA jobs
As we execute our growth plan to commercialize our technology, so arises the need for a leader with accountability and responsibility for transitioning the operating environment from pre-production to a more structured and standardized production environment and prioritizing manufacturing and supply chain efforts to align with the company's goals. The Vice President of Product Operations will lead the effort to increase the reliability of our product. He or she will also interface with investors, partners and potential customers. The Vice President of Product Operations will report to the CEO and be responsible for manufacturing, supply chain, quality, safety and facilities. The factors critical to success in this role are:
Ability to thrive in an entrepreneurial environment, including wearing multiple hats and operating without highly structured processes, with no task being too small or too large.
Ability to understand short and long-term requirements and apply judgement in determining what changes and when, are warranted, so as to keep balance between short-term urgent needs without sacrificing long-term important objectives.
Ability to understand the underlying product technology and end applications in the context of synchronizing teams (supply chain, manufacturing, test and quality) to meet critical program and field deployment requirements.
Ability to be agile to make the necessary changes to the business as required.
Responsibilities:
Transition our operations from pre-production to production. Establish, manage and execute (as needed) the processes necessary to accomplish this transition in assembly, quality and supply chain management with the goal of 15 to 20 builds in 2026.
Align supply chain and internal operations to better fit the E2E business model.
Direct short-term and long-term planning and budget development to support strategic business goals.
Focus the team on the purpose, keeping them informed and motivated
Implement a solid and efficient operational capability complete with best practices, processes and procedures that enable capable support of substantial, sustainable and profitable business growth.
After reaching a high quality stable production, optimize the product(s) for cost effectiveness, ease of manufacturing and assembly.
Lead, manage, hire and retain human capital for operations. Be quick to adjust resource and capital equipment needs based on the needs of the business.
Create annual company OKRs with fellow members of the executive team.
Establish strategic plan and goals for areas of responsibility, direct daily operations and monitor progress.
Interact with business development and marketing to better align all facets of the business based on both the current needs and long-term requirements.
Own and optimize vendor evaluation and relationships, logistics, inventory, purchasing and planning. Leverage the ERP system to its full capacity to manage supply chain and manufacturing.
Maintain a team culture that seeks and values the input of employees, holds people accountable for results and encourages successful performance.
Responsible for safety and the safety-related training programs of the company.
Responsible for quality and the quality-related training programs of the company.
Prepare detailed analysis and communicate status reports on the business for executive and board meetings.
Successful relocation of the business to a larger facility that meets the growth and business image requirements.
As a member of the Leadership Team, keep the team informed of operational objectives and priorities and understand other divisions' objectives and priorities.
Skills sought:
B.S. in Engineering, Science or other 4-year technical degree in a related discipline from an accredited institution.
10 years of experience in manufacturing operations with a leadership role in an organization focused on commercialization of complex engineered system and products.
Experience transitioning a technology company's operations (preferably a startup) from prototyping to pre-production to volume production and developing the processes and the people needed to do so from the ground up.
Experience with additive manufacturing prefered.
A strong technical foundation, with knowledge of manufacturable design, technology maturation and integration, reliability improvements, manufacturing methods, process improvement programs, lean manufacturing and quality procedures.
Knowledge of and experience with turbomachinery, high tolerance rotating equipment and/or high-speed rotational systems strongly preferred.
Understanding of and operating experience with project-based, and production-based organizations.
Drives results: Sets compelling goals and aggressive schedules for improvement in all facets of operations.
Proven effective record of maintaining positive employee relations and high levels of employee motivation and productivity.
Ability to lead, plan and manage rapid change as needed.
Entrepreneurial, flexible, yet results-focused with a strong work ethic.
Cable of critical thinking, multi-tasking and sound decision-making.
High degree of intellectual curiosity, honesty and capability.
Strong organizational, management and team building skills.
Strong time management, prioritization and delegation skills.
Excellent verbal and written communication skills, including public speaking.
Capable of managing individuals and teams through casual conversations and touchpoints vs. the need for constant formal meetings for alignment.
Intangibles sought:
• Global mindset & customer focus
• Initiative
• Enthusiasm-passion
• Integrity, commitment & honesty
Physical Demands:
• Travel up to 10% of the time
Senior Director of Client Engagement
Southborough, MA jobs
Brown & Brown is seeking a Senior Director of Client Engagement to join our National Pharmacy Team. In this client-facing leadership role, you'll partner with large-market employer clients to deliver innovative pharmacy benefit strategies and drive measurable outcomes.
This role is a hybrid role to work with our office in Southborough, MA.
What You'll Do
✔ Lead strategic discussions and develop client presentations
✔ Manage PBM implementations and benefit changes
✔ Oversee RFPs, procurement, and contract negotiations
✔ Collaborate with clinicians, analysts, and actuaries
✔ Provide technical expertise and mentor team members
✔ Analyze pharmacy spend and cost drivers using advanced tools
What We're Looking For
✅ Bachelor's degree in healthcare, business, or finance
✅ 10+ years in pharmacy benefit consulting or PBM
✅ Strong analytical, financial modeling, and Excel skills
✅ Exceptional communication and client relationship skills
✅ Local to Southborough, MA (with up to 10% travel)
Preferred: Registered pharmacist, experience with Tableau, familiarity with medical and pharmacy data.
💰 Compensation: $200,000-$300,000 annually + comprehensive benefits
Corporate Director of Hotel Operations
New York, NY jobs
Dovetail + Co is a creative, full-service dynamic hotel company headquartered in New York City with assets from Hawaii to Bermuda. Founded in 2018, we currently own interests in and/ or manage six hotels, 850 hotel rooms and 16 bars and restaurants.
We strive to be best-in-class and vertically integrated, managing all aspects of hotel investment, development, creative, and operations to exceed all stakeholders' expectations. Our culture is entrepreneurial, team-based and results-oriented. We believe that empowered enthusiastic people who are aligned in spirit and vision create extraordinary results. This is an exciting opportunity to join our growing team, lead our unique collection of independent hotels and resorts, and help us build into the next phase of growth at Dovetail. For more information, visit *********************
Position Overview
Dovetail is seeking a dynamic, experienced, and hands-on hotel professional to become an integral part of the team to have direct oversight over the two New York hotels that we directly manage (Urban Cowboy Lodge and Now Now NoHo) as well as support the hotels that we co-manage with our third party managers (Cambridge Beaches Resort & Spa, Wayfinder Newport, Wayfinder Bishop, & Wayfinder Waikiki).
The position is intended to be holistic with responsibility that spans strategic to tactical with the ability to support and lead our on property general managers. The candidate will have had general manager experience with boutique hotels and food & beverage outlets. The candidate will report to Dovetail's CEO and work closely with the executive team to align operational goals with the overall business strategy, ensuring sustainable and profitable growth.
Dovetail is based in NYC and this position should either be based in NYC or have the ability to commute to NYC on a regular basis.
Position Responsibilities
Operations
Champion people first culture to elevate team member and guest experience
Lead, mentor, and motivate General Managers and department heads, fostering a culture of teamwork, accountability, and continuous improvement
Develop and audit operational SOPs
Commercial
Drive commercial strategy, aligning sales, marketing, and revenue goals fostering a high-performance culture
Strengthen the hotel's brand positioning and reputation through targeted marketing and communication strategies
Collaborate with marketing and programming teams to create immersive guest experiences and on-brand activations
Financial
Setup, develop, and monitor operational budgets and optimize financial performance and KPIs
Initiate, implement, and analyze accounting procedures to include: labor forecasts, inventory procedures, financial forecasting, annual budgeting procedures, capital expenditures, payroll, and month-end analysis
Support the development and execution of accounting SOPs for AR, AP, and month end closings alongside property GMs and corporate accounting resources
Support asset management and investments with new acquisition underwriting & due diligence
Qualifications
5+ years of experience as a General Manager
Experience (and passion) for boutique independent hotels, resorts, and F&B
Strong leadership and team management skills with a focus on performance and results.
Strong interpersonal skills and the ability to build trust and credibility with internal and external stakeholders.
Hands-on leader who's comfortable rolling up their sleeves while balancing strategic thinking
Ability to thrive in a fast-paced, entrepreneurial environment with a focus on continuous improvement
Experience working with property management systems (e.g., StaynTouch, Opera, Mews), POS (Toast) systems, and guest feedback tools (Revinate, Akia).
Willingness and ability to travel.
Benefits
Salary and performance-based incentives commensurate with experience.
Comprehensive health and wellness benefits with 401k matching program.
Opportunities for professional development and career growth.
Employee discounts and travel benefits.
Please send your resume and property experience to ********************** with the subject “Dovetail + Co Corporate Director of Operations”.
We are excited to hear from you!
Vice President of Strategic Operations (Real Estate & Hospitality Asset Management)
Memphis, TN jobs
About Kemmons Wilson Company Management (KWCM)
KWCM is a private investment firm proudly led by the third generation of the Wilson family, continuing the pioneering, entrepreneurial spirit of our founders, Kemmons and Dorothy Wilson.
We specialize in strategic Real Estate Investment and comprehensive Hospitality Asset Management. Our approach focuses on long-term portfolio strategies aimed at significant capital appreciation, always grounded in exceptional relationships and a commitment to great ideas.
Our Culture: At KWCM, our people are our most valuable investment. We foster an entrepreneurial culture where team members are empowered to operate at their full potential.
Our Impact: Beyond our investment portfolio, we are deeply committed to improving the communities we serve through meaningful associate-led volunteer and service projects.
Join a Legacy: Be part of a team built on integrity, innovation, and a powerful legacy in the investment and hospitality sectors.
The Opportunity: VP of Strategic Operations
KWCM is seeking a highly motivated, disciplined, and entrepreneurial leader to step into the role of Vice President of Strategic Operations. This critical position oversees the operational and financial performance of our diverse real estate and hospitality portfolio, driving value creation throughout the entire investment life cycle.
The ideal candidate will have extensive, proven experience in Institutional Real Estate Investment, Hospitality Operations, and high-level Asset Management Strategy.
Key Responsibilities:
As the VP of Strategic Operations, you will be the key driver of asset performance and strategy execution. Your responsibilities will include:
Asset & Portfolio Management Leadership
Lead Operational Accountability: Serve as the primary Asset Manager for the KWCM portfolio, responsible for evaluating, driving, and maximizing property-level operating results.
Financial Oversight: Manage and guide the investment goals for the portfolio by overseeing property-level budgets, forecasts, and operating results.
Strategy Alignment: Drive alignment and execution amongst development, portfolio management, capital markets, and on-property/regional operations teams to ensure business plan objectives are met.
Pre-Opening Management: Responsible for all pre-opening activities related to new properties under direct and indirect oversight, ensuring a smooth transition to operational status.
Investment Onboarding: Successfully onboard new investments into KWCM's standardized asset management and portfolio management processes.
Financial Analysis & Reporting
Advanced Financial Modeling: Oversee the maintenance and development of complex financial models (in Excel) used for critical investment decision purposes, analyzing various ROI and re-investment strategies.
High-Level Analysis: Prepare executive-level analyses in response to internal and investor requests, including asset valuation, IRR (Internal Rate of Return), and detailed cash flow projections.
Investor Communications: Prepare high-quality presentations and reporting for investors and lenders, participating in all fund reporting and communications.
Stakeholder & Project Coordination
Capital Deployment: Work closely with senior management to execute property-level business plans, capital deployment strategy, and the company's overall growth strategy.
Lender/Consultant Coordination: Assist in coordinating and communicating with lenders, appraisers, and consultants on financing matters and due diligence.
Document Management: Maintain the shared resource of asset management due diligence, legal, and operating documents, coordinating with necessary internal groups.
What You Will Bring
Required Experience & Education
Bachelor's degree (or equivalent) or higher.
8-12 years of progressive experience in fields such as Hospitality, Real Estate Finance, Investment Banking, or Private Equity.
Direct Asset Management-specific experience is highly valued.
Demonstrated expertise across the entire Real Estate Life Cycle (acquisition, operations, financing, disposition).
Key Skills & Capabilities
Leadership: Strong leadership skills with a proven ability to motivate teams to deliver exceptional performance and achieve investment targets.
Financial Acumen: Expert proficiency with Microsoft Office applications, particularly complex financial modeling in Excel, and preparing high-impact reports and presentations using PowerPoint.
Communication: Excellent written and oral communication skills; must be able to write clearly, effectively, and efficiently for executive and investor audiences.
Stakeholder Management: Assertive and professional management style when dealing with external stakeholders, including operator/brand partners, consultants, and internal KWCM groups.
Work Style: Highly analytical, detail-oriented, self-starter who thrives in a fast-paced, entrepreneurial environment.
Adaptability: Proven ability to multi-task, establish priorities, work under pressure, and meet challenging deadlines in a dynamic environment.
Recent Graduate - Financial Services
Litchfield, IL jobs
Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind.
Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs.
Responsibilities:
Meet new business production goals and objectives as established.
Treat each customer contact as a cross and up-sell opportunity, including financial products.
Maintain knowledge of new products.
Prospecting and generating new business through leads & referral sources.
Maintain client relationships through follow-up phone calls.
Requirements:
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Proficiency to multi-task, follow-thru and follow-up.
Problem-Solving Capabilities.
Successful sales background.
Driven and goal-oriented individual.
Property and Casualty insurance license (must be willing to obtain)
Benefits:
Base with Commissions
Bonus Opportunities
Hands-On Training
Performance Bonuses
Professional Work Environment
PI33de0850233e-37***********9
Director - Head of Construction Project Management
San Jose, CA jobs
Head of Projects Director required by Global Real Estate firm in San Jose, CA
Your new company
Our client, a leading global provider of workplace and Real Estate solutions, is seeking a strategic and people-focused Director, Head of Projects, to lead a high-performing construction project management division. This is a rare opportunity to step into a business-critical leadership role overseeing a diverse portfolio of fast-paced, short-duration commercial construction projects across multiple clients and sectors, including Healthcare, Biotech, Education & Tech.
Your new role
This is not a hands-on project manager position. Instead, the Head of Projects will:
Lead and mentor a team of project managers, ensuring consistent delivery excellence
Oversee the business unit's project revenue plan, forecasting, and backlog execution
Serve as the internal authority on pricing, risk, and proposal strategy
Build and grow long-term client relationships that drive repeat business and new opportunities
Collaborate cross-functionally with account leaders and sales teams to align delivery with growth targets
Step in to support complex or at-risk projects only when necessary
What you'll need to succeed
8-12+ years of experience in construction project management, with at least 5 years in a leadership role
Proven success managing high-volume, short-duration projects across sectors like healthcare, life sciences or education
Deep knowledge of contracts, pricing, risk, and team structure
Strong leadership, mentorship, and organizational skills
Exceptional relationship-building abilities and a track record of generating work through trust and performance
Degree in engineering, architecture, or construction management preferred; certifications (PMP, CCM) a plus
MEP commissioning & HVAC knowledge is highly attractive
What you'll get in return
Up to $225,000 base salary DOE experience plus unmatched bonus program and comprehensive benefits
Autonomy and influence in shaping a high-performing division
Visibility and impact across a diverse client base and project portfolio
A collaborative, forward-thinking culture backed by a global industry leader
Ambition matched with an unlimited fast-growth career path
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Vice President of Construction
Washington, DC jobs
Your new role:
HAYS are exclusively partnering with a Commercial General Contractor based in the DMV who are looking to hire a Vice President of Construction. This position will provide you with the freedom to be creative, working hand in hand with company ownership who are passionate about growing the company. Successful candidates will have a strong background working in commercial general contracting and have either operated across multiple market sectors or are specialists within 1-2 market sectors, with the expectation that you have strong connections that you could introduce the company to, to help fuel the growth of your division.
Encouraged to apply are professionals working for a general contractor in the capacity of a VP, Director, or Project Executive. Opportunity will work hand in hand with company ownership and there is an excellent compensation package on offer including profit sharing.
About the company and projects:
30+ years in operation, $40M+ revenue company with a strong book of business lined up for 2026.
Company is looking to develop into a $70M+ and are looking to bring in a professional with strong contacts within any commercial construction sector that they could bring to the table and allow the individual to have creative freedom to build a new division inside the company, providing all the resources and structure required.
This VP will have operationally oversight of the preconstruction, project management and field operations of their division, working closely with the direct reports overseeing each of these departments.
You will also be incorporated into all executive strategy discussions surrounding business development and client pursuits, company vision, P&L analysis and forecast, hiring and personnel management.
What you will need to succeed:
12+ years of Washington DC, MD or VA commercial construction experience working directly for a general contractor. Candidates from consulting, architect or development background will not be considered.
Diverse commercial construction project experience required, highly preferred if you have commercial interiors, healthcare, local government, or institutional experience.
Construction experience in DC is required, as well as candidates that live in the DMV region. Out of state candidates will not be considered at this present time and no relocation package will be provided for this position.
Ability to get ‘hands on' in a VP position, this is a small but growing team and the need to multi-task is required including working on project management and preconstruction tasks.
Proven leader that has managed a team currently or previously and currently in a Director, Executive or VP role.
Compensation and Benefits:
Base salary in the range of $190K - $210K, depending on experience and skill level.
Division bonuses based on P&L, as well as applicable end-of-year performance bonuses.
Company Profit Sharing.
Vehicle allowance.
Matching 401(k) plan.
Comprehensive and company paid Healthcare, Dental and Vision plan, single and family plans available.
4 weeks starting PTO.
What to do now?
If you are interested and meet the above criteria for this Vice President of Construction position, please call Scott Kinson on ************ or click apply now to submit your resume.
Chief Financial Officer - The Portland Clinic
Portland, OR jobs
Health e Practices LLC, is excited to partner with The Portland Clinic to identify their next Chief Financial Officer.
The following information is designed to outline the essential functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.
Primary Function Responsible for partnering with staff and board leadership to ensure the financial success of The Portland Clinic. CFO oversees team of professionals who are responsible for the daily financial functions of the clinic. CFO analyzes current trends, proposes new tactics, measures results and recommends improvements. CFO works closely with CEO, CMO, COO, and other executives on execution of the clinic's strategic plan and is a key ex-officio member of the Executive Board of five Partner owners.
Duties and Responsibilities: ( * Essential Functions)
Analyze financial trends in all aspects of the clinic operation and present findings and recommendations to the executive leadership team for discernment and action.*
Serve as an engaged participant on the Executive Chiefs Team, which guides the execution of The Portland Clinic Strategic Plan.*
Prepare and offer timely, accurate and engaging presentations to all the Partners and Associates who attend the Quarterly Clinic Partnership meetings.
Address physician questions, comments, and concerns in a timely manner.*
Supervise team members as outlined in the TPC organizational chart. Ensure deadlines are met related to reporting, work queues, billing, and accuracy.*
Maintain a positive team environment in these departments and conduct annual performance evaluations for all direct reports.*
Serve as the clinic's chief liaison with critical contractors, including the clinic's primary bank, its outside accountant, cost reduction analysis personnel, etc.*
Offer accurate, timely and insightful reports about the clinic finances to Executive Board. Also address all other issues related to finance that are on the agenda.*
Supervise the preparation of the annual clinic budget. Collaborate with the controller and clinic supervisors on their portions of the budget.*
Calculate and ensure the accuracy of provider compensation. Effectively communicate changes in compensation. Use the Partner/owner compensation formula to calculate pay and bonuses for all participants. Calculate quarterly the estimated retirement plan contributions for Partners.*
Partner with team leaders on applications such as coverage for property, crime, D&O, Cyber, general liability, auto, and ASC.*
Meet with associates interested in joining the partnership and calculate the impact of the partner formula and a comparison of their current status.*
Invest monies regularly based on cash flow following the clinic's investment policy.*
Collaborate closely with our outside auditors on the Clinic Annual Audit. Prepare necessary schedules and research all questions that they have based on their findings. Coordinate all tax filings with outside tax accountants.*
Regularly evaluate financing options.
Attend conferences and seminars that continually provide excellent information on the latest financial practices and where we can generate more revenue or save additional costs.*
Regularly audit reports from health insurance plans related to risk pool settlements, to ensure their accuracy.
Oversee Capital Budget requests and the process for approval, in working closely with Purchasing and the Value Analysis Team.*
Oversee Portland Coordinated Care Association (PCCA).
Assume projects given by the CEO or the Executive Board.
Work in a cooperative manner with management/supervision, coworkers, customers, and vendors.*
Abide by company policies.*
Maintain regular, in person, work attendance and punctuality, as scheduled.*
Other duties as assigned.
Requirements:
Minimum of 10 years of progressive financial management experience, ideally within a large physician-owned practice required.
Minimum 2 years' experience in public accounting preferred.
Bachelor's degree in healthcare administration, accounting, finance, or related field required.
CPA or MBA strongly preferred.
Experience/Qualifications/Skills Preferred:
Experience managing finances in multi-specialty or equivalent health care business.
Proven track record of producing accurate, timely, and insightful financial reporting.
Strong leadership skills with experience managing and developing teams.
Demonstrated ability to communicate complex financial concepts to non-financial stakeholders, particularly physician leaders or professional owners.
Collaborative and strategic mindset with a commitment to teamwork and organizational success.
Experience in using products such as: Microsoft Office(Excel, Work, PowerPoint, Access), Epicor Accounting Software with FRx report writer, EPIC (Electronic Health Record).
Compassionate, patient, tactful, diplomatic, sociable, well organized, thorough, and independent.
Planning, organizing, and delegation skills.
Excellent communication skills, especially in presenting information to physicians and Executive Board.
Skill in establishing and maintaining effective working relationships with Business Office, Executive Board, physicians, and other staff.
Chief Financial Officer
Columbia, SC jobs
Seeking a motivated CFO to join the Company's management team and contribute to the achievement of the owner's goals and objectives.
Qualifications:
Bachelor's Degree required; MBA preferrerd
CPA preferred
5-7 years of Accounting experience, including supervisory experience
Strong leadership skills
Language Skills:
Ability to ready, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from owners, groups of manager, clients, customers, and the general public.
Mathematical Skills:
Ability to work with mathematical concepts such as probability and statistical inference; to apply concepts such as fractions, percentages, ratios, and proportions to practical situations; to develop and monitor model plans, proposals, and projections; and to make return on equity, return on asset, and net present value discount analyses.
Computer Skills:
Microsoft Office
Reasoning Ability:
Ability to solve practical problems; interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Duties and Responsibilities:
This person will report to the President of the company and provide accounting support to District Managers, Property Managers, and Owners.
They will also prepare financial statement, prospectus for property values, long-term financial planning, yields, highest and best uses of various properties and/or anticipated purchases, budgeting, tax preparation, presentations to owners, forecasting, and communicate with appraisers, tax assessors.
Meetings:
Establish and conduct meetings with all appropriate personnel within the organization to ensure that all applicable personnel are aware of the status of each division and financial performance.
Travel:
This position requires minimum travel, which includes but is not limited to, occasional visits to properties or potential properties.
Attend meetings/seminars/conferences.
Recent Graduate - Financial Services
Washington, DC jobs
Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities:
Meet new business production goals and objectives as established.
Treat each customer contact as a cross and up-sell opportunity, including financial products.
Maintain knowledge of new products.
Prospecting and generating new business through leads & referral sources.
Maintain client relationships through follow-up phone calls.
Requirements:
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Proficiency to multi-task, follow-thru and follow-up.
Problem-Solving Capabilities.
Successful sales background.
Driven and goal-oriented individual.
Property and Casualty insurance license (must be willing to obtain)
Benefits:
Base with Commissions
Bonus Opportunities
Hands-On Training
Performance Bonuses
Professional Work Environment
PIea07ef***********2-39196359
Vice President of Technology
Detroit, MI jobs
As the Vice President of Technology, you will serve as the driving force behind our organization's digital evolution. In this role, you'll shape the systems, strategy, and future-ready technology vision that support our operations and elevate the experience of every customer we serve. This is an influential leadership position where you'll have the opportunity to assess challenges quickly, introduce forward-thinking solutions, and guide a team with clarity and confidence.
You'll be joining a collaborative, high-energy environment where innovation moves fast and every team member's contribution matters. The ideal leader brings momentum, ownership, and a hands-on approach that motivates others to excel.
Key Responsibilities
Develop and oversee the long-term strategy, architecture, and performance of all core technology systems-including business applications, ERP platforms, data environments, and IT infrastructure-to ensure reliability, scalability, and operational excellence.
Evaluate emerging technologies and integrate solutions such as AI, automation, and connected-device concepts to drive meaningful advancements across product lines and internal processes.
Create and maintain standards for data architecture, systems integrations, and business intelligence tools to ensure accurate, accessible information that supports decision-making at every level of the organization.
Strengthen cybersecurity, risk management practices, and continuity planning through structured assessments, proactive monitoring, and consistent improvement of company-wide protections.
Direct priority-setting, timeline management, and budgeting for major technology initiatives, acting as the central point of communication and alignment for internal teams and external partners.
Build and guide an effective IT organization, establishing the right structure, skill sets, and development pathways to support current operations and future growth.
Manage vendor relationships and negotiate technology contracts to secure high-quality solutions while optimizing cost and service efficiency.
Champion a culture focused on service excellence, ensuring that technology enhances both the employee and customer experience throughout the business.
Acumatica experience is essential for this role.
Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.
Vice President Information Technology
Waltham, MA jobs
The Vice President of Information Technology will lead technology strategy, governance, and execution across the firm and its portfolio companies. This role is ideal for a Private Equity technology leader with deep hands-on knowledge of hardware environments, data integrity practices, software ecosystem evaluation, and the application of AI to streamline operations and enhance value creation. The VP of IT will partner closely with investment, operations, and portfolio leadership to ensure technology investments support growth, scalability, and firm-wide strategic goals.
Key Responsibilities
Lead the firm's overall IT strategy, ensuring alignment with organizational objectives and portfolio company needs.
Oversee hardware infrastructure, including design, configuration, deployment, and performance optimization across corporate and portfolio environments.
Manage and maintain data integrity processes, including the use of SSE (Self-Service Encryption) files and other secure data-handling frameworks.
Evaluate, recommend, and implement software systems, providing expert guidance on platform selection, integration readiness, scalability, and cost-effectiveness.
Drive AI adoption across the firm and portfolio companies, identifying opportunities for automation, analytics, operational efficiency, and decision-making enhancement.
Partner with portfolio company leadership to assess IT maturity, develop technology roadmaps, and support integration or transformation initiatives.
Ensure strong cybersecurity posture, risk management practices, and compliance across all environments.
Lead and mentor internal IT teams and external partners, prioritizing collaboration, innovation, and operational excellence.
Oversee vendor relationships, contract negotiations, and budget management for enterprise IT initiatives.
Serve as an advisor to senior leadership on emerging technologies, infrastructure investments, and digital transformation opportunities.
Qualifications
10+ years of progressive IT leadership experience, with a strong background in Private Equity, investment management, or similar environments.
Demonstrated expertise in hardware configuration, infrastructure architecture, and systems performance optimization.
Hands-on experience with SSE files or similar tools used for secure data transfer and data integrity validation.
Broad knowledge of enterprise software systems with the ability to make informed recommendations based on business and technical needs.
Proven experience applying AI, automation, or machine learning solutions in a business context.
Experience partnering with portfolio companies and supporting due diligence, integration, and technology roadmap development.
Strong leadership, communication, and stakeholder management skills.
Ability to operate strategically while being comfortable with technical detail when needed.
Vice President Information Technology
Boston, MA jobs
The Vice President of Information Technology will lead technology strategy, governance, and execution across the firm and its portfolio companies. This role is ideal for a Private Equity technology leader with deep hands-on knowledge of hardware environments, data integrity practices, software ecosystem evaluation, and the application of AI to streamline operations and enhance value creation. The VP of IT will partner closely with investment, operations, and portfolio leadership to ensure technology investments support growth, scalability, and firm-wide strategic goals.
Key Responsibilities
Lead the firm's overall IT strategy, ensuring alignment with organizational objectives and portfolio company needs.
Oversee hardware infrastructure, including design, configuration, deployment, and performance optimization across corporate and portfolio environments.
Manage and maintain data integrity processes, including the use of SSE (Self-Service Encryption) files and other secure data-handling frameworks.
Evaluate, recommend, and implement software systems, providing expert guidance on platform selection, integration readiness, scalability, and cost-effectiveness.
Drive AI adoption across the firm and portfolio companies, identifying opportunities for automation, analytics, operational efficiency, and decision-making enhancement.
Partner with portfolio company leadership to assess IT maturity, develop technology roadmaps, and support integration or transformation initiatives.
Ensure strong cybersecurity posture, risk management practices, and compliance across all environments.
Lead and mentor internal IT teams and external partners, prioritizing collaboration, innovation, and operational excellence.
Oversee vendor relationships, contract negotiations, and budget management for enterprise IT initiatives.
Serve as an advisor to senior leadership on emerging technologies, infrastructure investments, and digital transformation opportunities.
Qualifications
10+ years of progressive IT leadership experience, with a strong background in Private Equity, investment management, or similar environments.
Demonstrated expertise in hardware configuration, infrastructure architecture, and systems performance optimization.
Hands-on experience with SSE files or similar tools used for secure data transfer and data integrity validation.
Broad knowledge of enterprise software systems with the ability to make informed recommendations based on business and technical needs.
Proven experience applying AI, automation, or machine learning solutions in a business context.
Experience partnering with portfolio companies and supporting due diligence, integration, and technology roadmap development.
Strong leadership, communication, and stakeholder management skills.
Ability to operate strategically while being comfortable with technical detail when needed.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Director Investment Operations
Springfield, IL jobs
TheDirector of Investment Operations is a strategic leadership role responsible for managing and enhancing investment operations, reporting, compliance, and policy governance. This position serves as a key liaison across internal departments, external stakeholders, and regulatory bodies. The role oversees all aspects of investment operations, from daily reporting and audits to strategic initiatives including financial modeling, regulatory monitoring, and process improvement aligned with Sarbanes-Oxley (SOX) and disaster recovery standards.
Key Responsibilities:
Operational Leadership & Compliance
Lead the execution of investment reporting functions related to risk and compliance management of investment holdings.
Oversee daily operational reporting including trades, unsettled transactions, pricing, unrealized gains/losses, watchlists, and performance monitoring.
Maintain and ensure compliance with investment policies, guidelines, and investment management agreements.
Coordinate front and middle office procedures in alignment with SOX and disaster recovery protocols.
Oversee Know Your Customer (KYC) operations, state deposit management, and collateral operations including those for FHLB.
Supervise subscription agreements, alternative fund documentation, and other administrative support related to CMLs and derivatives.
Regulatory and Audit Management
Lead internal and external audits (STAT & GAAP), regulatory requests (SEC and State DOIs), state exams, and SOX responsibilities.
Monitor pronouncements and regulatory changes issued by the National Association of Insurance Commissioners (NAIC) and ensure compliance.
Coordinate private placement documentation, private letter rulings, and investment-related legal transfers.
Strategic Analysis & Forecasting
Lead financial forecasting, investment modeling, and scenario analysis to support strategic decision-making.
Serve as primary contact for all investment data requests, internal and external.
Provide insights to support investment policy adherence and performance evaluations.
Stakeholder Coordination
Serve as the central point of contact for investment operations-related queries and issue resolution.
Coordinate and deliver data for Board and Investment & Finance (I&F) presentations, and support departments such as Actuarial, Accounting, Treasury, Financial Planning, and external consultants.
Facilitate valuation processes and portfolio pricing with vendors and third-party systems including Bloomberg, BlackRock Solutions (BRS), and custodians.
Process Improvement
Drive continuous improvement by updating operational procedures and documentation.
Maintain the Master Contact List and ensure consistency in communications and system access across all stakeholders.
Qualifications:
Bachelors degree in Accounting, Finance, or Business is required; Masters degree preferred.
710 years of progressive experience in investment operations, with a strong focus on risk and performance reporting.
Experience in managing teams and cross-functional initiatives.
Strong understanding of STAT and GAAP accounting principles, SOX compliance, and regulatory frameworks including NAIC, SEC, and State DOI.
Proficiency in investment systems and tools such as Bloomberg, BRS, and performance analytics platforms.
Exceptional analytical, communication, and organizational skills.
Ability to work effectively in a fast-paced, dynamic environment with multiple priorities.
Pay Range:
$99,100.00 - $140,000.00
Salary is commensurate to experience, location, etc.
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, weve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, were publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Were motivated by the fact that educators take care of our childrens future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
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