Venbrook Group jobs - 29 jobs

JOB TITLE Claims Supervisor - Public Entity DEPARTMENT Claims Services Carl Warren & Company, a Venbrook Claims Services Company, is a nationwide Third-Party Administrator founded in 1944. The organization specializes in property and casualty claims management, subrogation recovery, and litigation management for private and public sector clients, insurance companies, and captives. Clients rely on Carl Warren when unexpected events occur. Culture is people-driven. Teams collaborate, stay connected, and build a workforce with varied perspectives. People drive the purpose, vision, mission, and values. Benefits include 401k with employee match Medical, dental, vision, life, and disability insurance Paid Time Off Paid Holidays Paid Sick Leave Professional development programs Work-life quality and flexibility JOB SUMMARY You lead, train, and support claims adjusters handling public entity Property and Casualty claims. You ensure claim quality, compliance, and outcomes align with Carl Warren standards. You partner with management to support client goals and team engagement. This is a hybrid role requiring in-person collaboration. POSITION REQUIREMENTS Communication Skills Communicate clearly with adjusters, peers, and leadership Seek clarity when direction needs confirmation Deliver consistent messaging Problem Solving & Decision Making Guide adjusters toward effective claim resolution Balance immediate actions with long-term outcomes Engage stakeholders on complex files Customer Service Support a client-focused approach Respond promptly to internal and external needs Set and manage expectations Interpersonal Skills Build trust across teams Lead with approachability and consistency Coach through feedback Strategic Thinking Leverage internal and external resources Monitor resolution strategies Adjust approach based on outcomes Functional / Technical Expertise Demonstrate strong claims investigation skills Apply litigation knowledge to claim strategy Maintain technical knowledge through continuing education DUTIES & RESPONSIBILITIES Train and guide claims adjusters on Carl Warren claim handling standards Audit and review files to ensure quality and compliance Direct adjusters toward appropriate claim resolution Monitor customer service and address issues Support adjuster development and engagement Collaborate with management on claim and litigation strategy Attend in-person client meetings as required Participate in in-person team meetings Travel as needed Perform other duties as assigned REQUIRED SKILLS & ABILITIES Leadership and coaching experience Strong knowledge of Property and Casualty claims Litigation experience preferred Knowledge of public entity claims Strong analytical and organizational skills Proficiency with Microsoft Office and claims systems Ability to manage competing priorities EDUCATION & EXPERIENCE Five or more years handling Property and Casualty claims Five or more years of public entity experience preferred Three or more years leading or supervising staff Litigation management experience preferred College degree preferred Insurance designation preferred Ability to obtain and maintain required adjuster licenses WORKING CONDITIONS Hybrid work environment Professional office setting for in-person meetings Required attendance at client and team meetings POSITION TYPE & SCHEDULE Full-time Hybrid schedule Monday through Friday, 8:00 a.m. to 5:00 p.m., unless otherwise agreed Salary up to $125k

A leading management consulting firm in San Francisco is seeking a highly skilled Senior Consultant in Financial Crimes & Compliance Analytics. The role focuses on AML, KYC, and Compliance Analytics, leveraging data-driven insights to mitigate financial crime risk. Candidates should have 5+ years of experience in financial compliance and be proficient in data analytics tools like SQL and Python. Competitive salary starting at $128,000 plus robust benefits. #J-18808-Ljbffr

Senior Risk Control Consultant Reports to: EVP, Retail Insurance Venbrook Insurance Services is a national leader in insurance, reinsurance, and risk management solutions, serving a diverse client base across multiple industries. Our team of experts partners with clients to manage risk, foster security, and drive growth by delivering innovative insurance products and programs. Venbrook is committed to product innovation, market agility, and strong partnerships, enabling our clients to focus on advancing their business objective s.Venbrook's specialties include Property, Construction, Primary and Excess Liability, Directors & Officers/Management Liability, Professional Liability, Cyber Liability and Privacy, Crime, Employment Practices Liability, Workers' Compensation, Employee Benefits, Transportation, Ocean and Inland Marine, Personal Lines, and Surety Bonds. Headquartered in Woodland Hills, CA, Venbrook operates nationwide. Position Summary As a Senior Risk Control Consultant, you will be an integral part of Venbrook's Risk Control team, providing high-level loss prevention and risk management consulting services across a variety of industries. We are seeking a seasoned professional with expertise in core Property & Casualty (P&C) lines, including Property, General Liability, Workers' Compensation, and Automobile. This role is ideal for individuals with robust risk control experience-particularly in the Construction and Healthcare industries-as well as experience in sectors such as Warehousing, Retail, Hospitality, Restaurant, Bakery, Transportation, Habitational, and Manufacturing. These industries represent the core of our client base and require a nuanced and consultative approach to risk mitigation. Key Responsibilities Deliver tailored loss prevention consulting to reduce client risk across core P&C lines (Property, GL, WC, Auto) Conduct on-site and remote risk assessments to identify hazards, evaluate controls, and provide actionable recommendations. Analyze client loss history to develop and implement risk-reduction strategies Evaluate and enhance safety programs and training materials; assist in policy development and implementation. Advise on compliance with OSHA, NFPA, and other relevant regulatory standards Develop and deliver industry-specific safety training and client-facing educational content Collaborate with clients, underwriters, producers, and internal teams to support effective risk management and client satisfaction. Prepare service plans focused on measurable outcomes and sustained risk improvement Support new business opportunities and renewals by participating in client and carrier presentations Manage external vendors and oversee delivery of outsourced risk control services Maintain regular status updates with leadership on project progress and workload Stay informed on industry-specific trends and contribute to thought leadership efforts Qualifications Bachelor's degree preferred Minimum 5 years of risk control, loss control, or risk management experience in a broker or carrier environment Proven success managing risk in Construction and Healthcare settings is required; additional experience in Warehousing, Retail, Hospitality, Restaurant, Bakery, Transportation, Habitational, and Manufacturing is highly preferred Strong knowledge of OSHA and NFPA standards; ability to guide clients through audits and compliance procedures. Designations such as CSP, CHST, OHST, ARM are a strong plus Ability to travel up to 50% across the U.S. as ne Strong communication and presentation skills with the ability to explain complex risk concepts clearly Highly organized, self-driven, and collaboration Bilingual in Spanish, must be able to read, write and conduct business Why Join Venbrook? Flexible hybrid work environment with room to grow professionally. Competitive benefits package including health, dental, vision, PTO, and 401(k)match Join a dynamic and collaborative culture where your expertise makes a real impact.

Objective: The Surety Bond Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success. Strong knowledge of the Surety industry Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. Must hold a Property & Casualty insurance license. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.  

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Irvine, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. This role is hybrid, and the candidate will be required to go into the Irvine office three times a week. The ideal candidate must have middle-market experience working with generalized accounts. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to handle complex accounts. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED. Minimum of 3 years working experience in an Account Management or related position. Active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Must embody the Heffernan Habits as referenced herein. Compensation: The salary range for this position is $75,000 to $95,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Reports to: EVP, Retail Insurance Venbrook Insurance Services is a national leader in insurance, reinsurance, and risk management solutions, serving a diverse client base across multiple industries. Our team of experts partners with clients to manage risk, foster security, and drive growth by delivering innovative insurance products and programs. Venbrook is committed to product innovation, market agility, and strong partnerships, enabling our clients to focus on advancing their business objectives. Venbrook's specialties include Property, Construction, Primary and Excess Liability, Directors & Officers/Management Liability, Professional Liability, Cyber Liability and Privacy, Crime, Employment Practices Liability, Workers' Compensation, Employee Benefits, Transportation, Ocean and Inland Marine, Personal Lines, and Surety Bonds. Headquartered in Woodland Hills, CA, Venbrook operates nationwide. Position Summary As a Senior Risk Control Consultant, you will be an integral part of Venbrook's Risk Control team, providing high-level loss prevention and risk management consulting services across a variety of industries. We are seeking a seasoned professional with expertise in core Property & Casualty (P&C) lines, including Property, General Liability, Workers' Compensation, and Automobile. This role is ideal for individuals with robust risk control experience-particularly in the Construction and Healthcare industries-as well as experience in sectors such as Warehousing, Retail, Hospitality, Restaurant, Bakery, Transportation, Habitational, and Manufacturing. These industries represent the core of our client base and require a nuanced and consultative approach to risk mitigation. Key Responsibilities Deliver tailored loss prevention consulting to reduce client risk across core P&C lines (Property, GL, WC, Auto). Conduct on-site and remote risk assessments to identify hazards, evaluate controls, and provide actionable recommendations. Analyze client loss history to develop and implement risk-reduction strategies. Evaluate and enhance safety programs and training materials; assist in policy development and implementation. Advise on compliance with OSHA, NFPA, and other relevant regulatory standards. Develop and deliver industry-specific safety training and client-facing educational content. Collaborate with clients, underwriters, producers, and internal teams to support effective risk management and client satisfaction. Prepare service plans focused on measurable outcomes and sustained risk improvement. Support new business opportunities and renewals by participating in client and carrier presentations. Manage external vendors and oversee delivery of outsourced risk control services. Maintain regular status updates with leadership on project progress and workload. Stay informed on industry-specific trends and contribute to thought leadership efforts. Qualifications Bachelor's degree preferred. Minimum 5 years of risk control, loss control, or risk management experience in a broker or carrier environment. Proven success managing risk in Construction and Healthcare settings is required; additional experience in Warehousing, Retail, Hospitality, Restaurant, Bakery, Transportation, Habitational, and Manufacturing is highly preferred. Strong knowledge of OSHA and NFPA standards; ability to guide clients through audits and compliance procedures. Designations such as CSP, CHST, OHST, ARM are a strong plus. Ability to travel up to 50% across the U.S. as needed. Strong communication and presentation skills with the ability to explain complex risk concepts clearly. Highly organized, self-driven, and collaborative. Candidate must be bilingual in Spanish and able to read, write and conduct business in Spanish. Why Join Venbrook? Flexible hybrid work environment with room to grow professionally. Competitive benefits package including health, dental, vision, PTO, and 401(k) match. Join a dynamic and collaborative culture where your expertise makes a real impact.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Our values have led us to two decades of global expansion. Our team is a key part of that story, supporting many of the biggest names in technology with our expertise in Tech Consulting. This role supports enterprise technology transformation programs- including AI, automation, and data-driven initiatives- by enabling structured delivery, risk management, and stakeholder alignment. In this role you will: Drive end-to-end delivery across multiple initiatives, ensuring consistent intake, prioritization, execution, and measurement in alignment with organizational goals. Work with Product Owners and small/large engineering teams to implement required business solutions Define program goals, success metrics, and reporting mechanisms to measure adoption, efficiency, quality, and business impact. Partner with Program Managers to align intake, triage, SLA tracking, and post-launch measurement to organizational standards. Build internal customer & stakeholders relationships to manage expectations and agree on clear objectives and timelines Identify risks and act on them to ensure the team and project are not derailed Manage competing priorities and simultaneous projects in a fast-paced environment Build subject matter expertise, stay up-to-date on technology, and identify key partnerships to help define team road maps Switch from program level to task level issues in driving projects to completion Work with peers of all levels, from front line analysts to high level executives Be skilled in project and priority triage work effectively within broad parameters, and operate with considerable autonomy Conduct ongoing communication of team programs and reduce surprises by proactively managing risks Seek opportunities to create efficiencies for people and processes through automation Mentor junior consultants in delivery best practices Qualifications Required 7+ years of professional experience in program, project, or product management within technology or financial services, including 3-5 years in a Technical Program Management or equivalent technical delivery capacity. Minimum of 5 years of experience working in Agile environments. Familiarity with AI, automation, and data-enablement platforms Demonstrate leadership in simultaneously managing multiple large, complex projects that span cross-functional teams, establishing sustainable processes while delivering on time, on budget, with requirements met. Proven ability to develop business relationships and work successfully with people at all levels of management. Strong communication skills, both oral and written, including presentation skills to executive level business stakeholders. Proven ability to manage program/project level budgeting and provide financial tracking over several million dollars. Demonstrated ability to motivate project teams in the completion of projects. Operates with urgency, accountability, and clear judgment in fast-moving environments. Successfully navigates a highly matrixed organization. Demonstrate technical and/or data related acumen, as a project manager. Based in San Francisco, New York, or Seattle and eligible to work in the United States. Recommended PMP, Scaled Agile, Scrum Master or equivalent experience. LEAN Six Sigma certification encouraged. Working knowledge of Service Now (Carts+) Portfolio & Program Management module and/or similar tools such as; Smartsheets, MS Project, Ariba, Azure DevOps, Google Suite (e.g., Spreadsheets, Doc, Presentation, etc.). Experience with data visualization or dashboarding tools (e.g., Tableau) a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary starting at $140,000, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse , equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office or client site at least three days per week. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience-Marketing Advisory Sia Experience is the end-to-end marketing and customer experience arm of Sia. Agile and collaborative, our Marketing Advisory Business Line is recognized for delivering high-impact, growth-focused solutions by blending marketing, CX, creative, AI, and deep industry expertise. As strategic partners, The Marketing Advisory team empowers clients across technology, luxury, consumer goods, finance, energy, and more to scale operational excellence and drive brand-led growth through AI- and data-driven strategies. Our teams lead full-funnel marketing transformations-from strategy and go-to-market execution to experience design, performance measurement, and sustainable impact. It's an exciting time to join us. SiaX has long been the agency behind some of the world's biggest brands-now we're expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We're shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives, consultants and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don't come around often-if you want in on the next level, this is it. Job Description As a Marketing Operations and Strategy Management Consultant you will lead the execution and evolution of marketing operations and business rhythms, helping marketing leaders turn strategy into scalable, high-impact execution. You will own larger, complex initiatives, guide teams, and ensure operational rigor across marketing programs, client work, and growth initiatives. This role is part strategist, part program leader and at the more senior level, part Chief of Staff. You will design and implement processes, tools, and workflows that enable teams to operate effectively at scale, while owning multi-stream initiatives end-to-end. You will partner closely with senior stakeholders to align priorities, manage interdependencies, and ensure execution delivers against marketing and business goals. What You'll Do Strategy to Execution Translate leadership priorities into integrated operating plans, timelines, and success metrics Own complex, multi-workstream initiatives from planning through execution, navigating through ambiguous scenarios Develop scopes, timelines, resourcing models, and delivery plans for new and expanded work Ensure alignment between strategy, execution, and delivery across marketing initiatives Operating Models & Performance Design, implement, and evolve scalable operating models, workflows, and reporting frameworks Build and maintain dashboards, trackers, templates, and documentation to support decision-making Own performance tracking across initiatives, including OKRs, KPIs, and marketing success metrics Identify systemic gaps or inefficiencies and drive process improvements AI & Innovation Lead the adoption and responsible use of AI across strategy, operations, and decision-making Identify high-impact AI use cases and embed AI-enabled insights into core workflows Drive measurable improvements in efficiency, quality, or performance through AI-enabled solutions Team Collaboration & Leadership Lead cross-functional collaboration across marketing, creative, analytics, and delivery teams Provide guidance, coaching, and oversight to Associate Managers and project contributors Set clear expectations and ensure consistent, high-quality execution across workstreams Client Support & Growth Enablement Serve as a senior operational partner on complex or high-visibility client initiatives Ensure operational clarity, strong delivery, and stakeholder alignment for client work Support business development by shaping operational approaches for pitches and proposals Partner with leadership to ensure operational readiness for client growth and new engagements Qualifications Must reside in NYC, Los Angeles or the Bay Area Bachelor's or master's degree Marketing operations, program management, or strategy roles in a consulting, agency, or technology environment. Demonstrated experience leading complex initiatives with cross-functional stakeholders Experience supporting client delivery and business development through scoping, planning, or proposal development Must be fluent in AI, with proven success embedding AI-enabled insights into workflows and driving measurable improvements Strong written and verbal communication skills with attention to clarity and structure Highly organized and detail-oriented, with the ability to manage overlapping priorities Analytical and systems-minded, with a proactive approach to process improvement Fluent in building tables, slide decks, dashboards, and operational tools Comfortable operating autonomously while partnering closely with senior leaders Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation: Compensation Range (varies by level): Base salary $130,000 - $180,000+ and annual discretionary bonus. We are hiring this role across multiple levels - Senior Consultant, Associate Manager, Manager, and Senior Manager . Your level, scope of responsibility, and compensation are determined by your depth of experience in management consulting within marketing operations and strategy, including: How many years you've worked in management consulting environments 7+ yrs required for Manager-Sr.Manager levels The size and complexity of the programs you've owned Candidates are assessed and leveled during the interview process; the posted range reflects the full career band for this role. Your track record leading multi-workstream, cross-functional marketing initiatives Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

Objective: The Employee Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Sales experience preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Objective: The Administrative Assistant will support daily operations by delivering high-quality administrative, clerical, and customer service support. This position helps the office run smoothly, assists the Commercial Lines Manager and Finance Operations Manager, and contributes to a positive client experience. This is a part-time role offering 12 hours per week, located in Santa Barbara, CA. Core Responsibilities Include: Administrative & Operational Support Greet clients and visitors. Answer and route phone calls professionally. Manage incoming and outgoing mail, deliveries, and general correspondence. Assist with ordering office supplies and managing inventory of essential office equipment. Assist with documents, reports, and presentations for internal use. Assist with scheduling meetings, events, managing calendars, and coordinating office logistics. Assist with office errands as directed. Participate in process improvements and special projects assigned by leadership. Client Service Support Assist Commercial Lines Manager and Finance Operations Manager as directed. Assist with recording commissions and client payments. Collect necessary documents from clients for policy processing or renewals. Enter client information into the agency management system, ensuring accuracy and compliance. Deliver excellent customer service by addressing general inquiries and directing clients to the correct team members. Support the preparation and processing of insurance applications, endorsements, certificates of insurance, and other standard forms as directed by licensed staff. Contact marine clients about upcoming cancellations. Compile production reports. Work with marketing on new campaigns as assigned. Help track outstanding items needed for submissions or renewals. Special projects and other duties as assigned. Requirements: Education - High School graduate/GED required. Administrative experience in an office environment preferred. Professional, customer-focused mindset. Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint. Ability to manage multiple tasks, prioritize, and meet deadlines. Effective communication and collaboration skills, both written and oral. Problem-solving and analytical skills, with attention to detail. Ability to maintain confidentiality and handle sensitive information. Must embody the Heffernan Habits as illustrated herein. Compensation: The hourly rate for this Internship is $20.00. More details can be found at **************************************** Heffernan Habits (Expectations): These are practices that represent our unique employee culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Objective: The Aviation Producer, Commercial Lines will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. The ideal candidate for this role should have prior experience in the aviation industry. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned Requirements: High School graduate/GED required. 5+ years of relevant aviation industry experience preferred Sales experience preferred Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. Must be highly organized Must be a team player and enjoy a team based work environment Must be proficient in MS Office; notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The starting salary range for this position is $80K to $100K with opportunity for additional commission. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis. Work with service team on employee contributions and strategies to meet client's budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client management system. Distribute client correspondence, communication materials, and compliance notes for the account management team. Assist with group applications and policy termination notices. Maintain an action calendar for the team. Scan, print, bind, and mail out necessary materials. Assist account management team in resolving claims and service issues. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Assist with client 5500 processing as necessary. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Effective communication and collaboration skills, both written and oral. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $65,000 to $80,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience - Marketing Advisory Sia Experience is the end-to-end marketing and customer experience arm of Sia, a global management consulting firm. Agile and collaborative, our Marketing Advisory Business Line is recognized for delivering high-impact, growth-focused solutions by blending marketing, CX, creative, AI, and deep industry expertise. As strategic partners, we empower clients across technology, luxury, consumer goods, finance, energy, and more to scale operational excellence and drive brand-led growth through AI- and data-driven strategies. Our teams lead full-funnel marketing transformations-from strategy and go-to-market execution to experience design, performance measurement, and sustainable impact. It's an exciting time to join us. We're growing rapidly and building SiaX into the go-to partner for brands seeking to accelerate growth, supported by a team that's passionate about delivering great work-and having fun along the way. Job Description About the Role At Sia Experience, Program Managers operate as engagement leaders and delivery strategists, accountable for the successful execution of complex, multi-initiative digital portfolios for enterprise clients. Rather than managing isolated workstreams, you will oversee interconnected digital programs spanning platform enhancements, integrations, and net-new builds across the full delivery lifecycle. The role centers on enterprise digital platforms, including websites and web-based applications, requiring fluency in technical delivery models, stakeholder governance, financial management, and cross-functional coordination. You will serve as the primary point of accountability across product, engineering, design, QA, and client teams, ensuring work progresses predictably, risks are actively managed, and outcomes align with client objectives. This position is particularly focused on web-enabled marketing and customer experience platforms, where you will advise clients on how broader marketing and growth initiatives translate into scalable digital capabilities. You will help clients prioritize investments, structure delivery roadmaps, and connect strategic intent to execution ensuring digital platforms evolve in a way that supports performance, usability, and long-term sustainability. Your Impact Web Platform Orchestrator: You'll manage the full lifecycle of web-based platforms-not only launches, but also the ongoing updates and enhancements they require. You'll coordinate across designers, developers, QA, and other stakeholders to define who needs to be involved, estimate effort and timelines, and ensure smooth delivery. You'll ensure all updates and enhancements follow web marketing best practices and align with client goals, audience needs, and performance standards. You'll bring marketing-minded structure to workflows, driving accuracy across content, creative, SEO, and engineering deliverables. Connector Across Teams: You'll bridge communication between clients and internal teams, translating requirements into clear deliverables, reporting back on progress, and keeping stakeholders aligned. You'll guide clients through recommendations, clarify what success looks like, and proactively spot opportunities to improve their website experience, structure, and performance. Risk Anticipator: You'll proactively identify dependencies, risks, and blockers-resolving issues or escalating early to keep web initiatives on track. You'll also foresee downstream impacts across creative, content, engineering, and SEO, ensuring decisions are sequenced correctly and tradeoffs are understood. Process Driver: You'll bring structure and repeatable practices to technical workflows, improving predictability and velocity while keeping quality high. Trusted Partner: You'll be a steady, client-facing presence, known for strong documentation, clear updates, and consistent follow-through. What Success Looks Like Smooth Delivery: Web products and enhancements move efficiently through all phases with minimal blockers and clean handoffs across functions. Projects stay aligned with web marketing goals, user needs, and measurable outcomes. Flawless Launches: Sites and applications go live on time, with quality assured and technical requirements fully met. Client Confidence: Clients view you as a trusted advisor who can translate complex technical roadmaps into clear action plans and deliverables. Team Alignment: Internal and external teams stay on track because you keep priorities, timelines, and responsibilities clear and moving forward. Operational Maturity: Your project management practices improve team efficiency, reduce risk, and create predictable outcomes across multiple accounts. You elevate the quality of web marketing execution across client portfolios by driving structure, clarity, and proactive optimization. Qualifications 5+ years of project management experience, ideally in a consulting firm or agency environment. Proven success managing large-scale website or web application projects from kickoff through deployment. Strong understanding of web development lifecycles, including discovery, UX/UI design, engineering, QA/testing, and launch. Ability to interpret and manage requirements across technical teams; familiarity with tech stacks and integration flows a plus. Excellent organizational and communication skills, with client-facing experience. Skilled in project management tools (Airtable, Kantata, Jira, Asana, or similar). Proactive, solution-oriented mindset with the ability to anticipate and resolve technical and workflow challenges. Bachelors Degree required. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary starting at $124,400 - $135,700 commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.).

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. OurTechnology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Our rapidly growing Management consulting firm is seeking a highly skilled Senior Consultant with deep expertise in Financial Crimes, Anti-Money Laundering (AML), Know Your Customer (KYC), and Compliance Analytics. The ideal candidate will play a key role within our emerging Regulatory Technology (RegTech) practice, which partners closely with our Risk & Compliance Advisory team to design, test, and optimize cutting-edge regulatory and compliance solutions for clients across Technology and Fintech industries. This role will focus on supporting clients in mitigating financial crime risk by leveraging data-driven insights, regulatory frameworks, and advanced analytical tools. Senior Consultants will work with large, complex datasets to identify trends and anomalies, enhance monitoring systems, and ensure that compliance programs are both effective and efficient. You will have the opportunity to collaborate with top-tier Technology clients -helping them detect, prevent, and respond to financial crime risks using data, technology, and regulatory expertise. Key Responsibilities Partner with clients to assess and enhance their financial crime compliance frameworks, including AML, KYC, sanctions screening, transaction monitoring, and fraud prevention. Develop and execute advanced SQL queries to extract, transform, and analyze large datasets related to customer due diligence, suspicious activity monitoring, and regulatory reporting. Support model calibration, validation, and tuning for financial crime detection and compliance monitoring systems Leverage data analytics tools (e.g., Python, Tableau, Power BI, Alteryx) to identify risk patterns, gaps, and control deficiencies across compliance programs Design and implement data governance and quality control processes to ensure the integrity and consistency of compliance data Collaborate with technology, legal, and compliance stakeholders to develop and enhance end-to-end financial crime management systems Create and maintain methodologies, documentation, and dashboards for ongoing monitoring, reporting, and model performance assessment Stay abreast of emerging regulations, typologies, and industry trends in financial crimes, AML, and RegTech innovation Provide actionable recommendations to improve operational efficiency, risk mitigation, and regulatory compliance outcomes Qualifications Required Bachelor's degree required; MBA or Master's preferred in Business, Finance, Data Analytics, or related field Proficiency in data analytics tools and programming languages (SQL, Python, R, SAS) Experience with data visualization platforms (Tableau, Power BI, Qlik) Fintech, Technology, or Financial Services Consulting (required) 5+ years of experience in one or more of the following areas: AML / Financial Crimes Compliance KYC / Customer Due Diligence Transaction Monitoring / Sanctions Screening Regulatory Technology or Data Analytics in a compliance context Deep understanding of financial crimes regulations (Bank Secrecy Act, USA PATRIOT Act, OFAC sanctions, FinCEN requirements and/or equivalent international standards) Knowledge of typologies and red flags associated with money laundering, terrorist financing, and fraud Proven ability to analyze complex datasets and translate findings into strategic recommendations Strong communication skills, with the ability to work collaboratively across technical and non-technical teams Preferred Familiarity with transaction monitoring systems (Actimize, SAS AML, Fiserv, etc.) Strong understanding of relational databases and data warehousing concepts Experience with machine learning and predictive modeling techniques is a plus Understanding of regulatory expectations for model risk management and model validation Experience working with regulatory agencies Knowledge of emerging technologies in financial crimes (AI/ML, blockchain analytics, network analysis) Experience with cloud platforms (AWS, Azure, GCP) Familiarity with Agile methodologies and DevOps practices Additional information We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Annual base salary starting at $128,000, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&DD and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan, 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. #J-18808-Ljbffr

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve $420 million in revenue for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation. Job Description Contract roles are geared toward independent professionals interested in temporary or project-based work. Sia Title: Project Specialist (Non-Exempt Contractor) Project Title: Infrastructure Data Center - Compliance Level: Mid Project Length: This is a temporary position with an expected duration of 12 months Project Hours: 40 hours/week Location: New York, NY or San Francisco, CA Preferred The expected compensation for this contract is $90 to $100 per hour. The exact pay rate will vary depending on a wide array of factors, which may include but are not limited to skills, experience, and location. Key Responsibilities: One of our premier clients is seeking a seasoned professional with expertise in infrastructure data center compliance to join our growing Tech practice. The ideal contractor will have 5 years of management consulting experience in the financial services or tech industry, with a deep understanding of data center infrastructure, data center compliance (security, resilience, incident response, environmental, workplace safety), and associated risks. Your role will involve collaborating with client teams, designing and enhancing compliance frameworks, and ensuring adherence to regulatory standards. Conduct in-depth assessments of client compliance controls and processes for alignment with regulatory frameworks Identify gaps in compliance efforts and propose actionable solutions Review audit documentation (SOC 2, ISO 27001, SOX) to integrate existing controls into a new compliance framework Design and develop compliance frameworks tailored to global data center operations, addressing themes like physical security, incident management, and vendor risk Develop and refine policies, procedures, and controls in collaboration with client teams Ensure frameworks are scalable and adaptable to meet evolving regulatory requirements Work closely with client's Second Line of Defense (2LOD) teams to ensure alignment and effective implementation. Lead the pilot implementation of compliance programs with designated client teams. Develop monitoring mechanisms and reporting structures to track compliance progress. Conduct regular reviews to ensure effectiveness and sustainability of implemented controls. Standardize processes and templates for broader implementation across client operations. Provide ongoing support and guidance for continuous improvement of compliance programs. Communicate the impact of regulatory changes to client teams and adjust frameworks accordingly. Create detailed project plans, compliance documentation, and reports for client leadership and stakeholders. Provide clear deliverables, including frameworks, policies, procedures, and audit-readiness materials. Support internal initiatives, thought leadership, and people development Support client work and lead the development of high-quality, timely client deliverables Prepare for and facilitate successful client and internal meetings Collaborate with internal and external teams to share knowledge and best practices Qualifications Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Additional Information At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa sponsorship by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Project Specialist Benefits Overtime Eligibility Statutory Time Off - Sick Medical, Dental, Vision: Eligible for Purchase Option 401(k) Participation: Eligible after one month of employment, no matching Our Commitment to Diversity Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential. Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas: Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. To learn more about our mission, values, and business sectors, please visit our website . Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve $420 million in revenue for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation. Job Description One of our premier clients is seeking a seasoned professional with expertise in infrastructure data center compliance to join our growing Tech practice. The ideal contractor will have 5 years of management consulting experience in the financial services or tech industry, with a deep understanding of data center infrastructure, data center compliance (security, resilience, incident response, environmental, workplace safety), and associated risks. Your role will involve collaborating with client teams, designing and enhancing compliance frameworks, and ensuring adherence to regulatory standards. Conduct in-depth assessments of client compliance controls and processes for alignment with regulatory frameworks Identify gaps in compliance efforts and propose actionable solutions Review audit documentation (SOC 2, ISO 27001, SOX) to integrate existing controls into a new compliance framework Design and develop compliance frameworks tailored to global data center operations, addressing themes like physical security, incident management, and vendor risk Develop and refine policies, procedures, and controls in collaboration with client teams Ensure frameworks are scalable and adaptable to meet evolving regulatory requirements Work closely with client's Second Line of Defense (2LOD) teams to ensure alignment and effective implementation. Lead the pilot implementation of compliance programs with designated client teams. Develop monitoring mechanisms and reporting structures to track compliance progress. Conduct regular reviews to ensure effectiveness and sustainability of implemented controls. Standardize processes and templates for broader implementation across client operations. Provide ongoing support and guidance for continuous improvement of compliance programs. Communicate the impact of regulatory changes to client teams and adjust frameworks accordingly. Create detailed project plans, compliance documentation, and reports for client leadership and stakeholders. Provide clear deliverables, including frameworks, policies, procedures, and audit-readiness materials. Support internal initiatives, thought leadership, and people development Support client work and lead the development of high-quality, timely client deliverables Prepare for and facilitate successful client and internal meetings Collaborate with internal and external teams to share knowledge and best practices Technical knowledge Physical Infrastructure & Environmental Controls Technical Facilities Assurance (Fac Ops) standards and protocols Environmental Health and Safety (EHS) requirements and compliance Data Center Infrastructure Management (DCIM) systems Heating, Ventilation, and Air Conditioning (HVAC) security controls Power Distribution Unit (PDU) security configurations Uninterruptible Power Supply (UPS) redundancy systems Building Management Systems (BMS) security Computer Room Air Conditioning (CRAC) monitoring systems Environmental Monitoring Systems (EMS) implementation Asset Management & Lifecycle IT Business Operations Systems (IBOS) for asset tracking Electronic Records and Asset Disposal (ERAD) procedures Configuration Management Database (CMDB) implementation IT Asset Management (ITAM) best practices Hardware Security Module (HSM) management Asset Lifecycle Management (ALM) processes Qualifications Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Additional Information Compensation Information : The Anticipated compensation range for this opportunity is between $120,000-139,000 annually plus bonus. At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa sponsorship by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Our Commitment to Diversity Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential. Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas: Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. To learn more about our mission, values, and business sectors, please visit our website . Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Objective: Heffernan Insurance Brokers is looking for an experienced and customer-focused Medicare and Individual Health Advisor to guide clients through the process of selecting and enrolling in Medicare and Individual & Family Health Plans (IFP). This role involves assessing client needs, explaining coverage options, and ensuring compliance with federal and state insurance regulations. You will play a key role in building long-term relationships while helping clients make informed healthcare coverage decisions. This role requires a bilingual (English/Spanish) professional. Responsibilities Include: Educate clients on Medicare (Parts A, B, C, and D), Medicare Supplements, and Individual & Family Plans (ACA & Private). Conduct needs assessments to recommend appropriate health insurance products based on clients' medical and financial situations. Assist clients with plan comparisons, enrollment applications, and renewals. Stay current with federal and state health insurance regulations, including CMS and ACA guidelines. Maintain accurate and detailed records of all client interactions and policy transactions. Build and maintain strong relationships with clients to ensure satisfaction and long-term retention. Participate in educational events, outreach, and marketing initiatives to generate leads and grow your book of business. Work with carriers and internal teams to resolve client issues related to billing, coverage, or claims. Maintain AHIP Certification on a yearly basis Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of two (2) years' working experience in Medicare, IFP and/or group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Excellent communication, customer service, and organizational skills. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $70,000.00 to 80,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.  Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team in the Walnut Creek, CA, branch. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to handle complex accounts. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED. Minimum of 3 years working experience in an Account Management or related position. Active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Must embody the Heffernan Habits as referenced herein. Compensation: The base salary range for this position is $80,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Reports to: EVP, Retail Insurance Venbrook Insurance Services is a national leader in insurance, reinsurance, and risk management solutions, serving a diverse client base across multiple industries. Our team of experts partners with clients to manage risk, foster security, and drive growth by delivering innovative insurance products and programs. Venbrook is committed to product innovation, market agility, and strong partnerships, enabling our clients to focus on advancing their business objectives. Venbrook's specialties include Property, Construction, Primary and Excess Liability, Directors & Officers/Management Liability, Professional Liability, Cyber Liability and Privacy, Crime, Employment Practices Liability, Workers' Compensation, Employee Benefits, Transportation, Ocean and Inland Marine, Personal Lines, and Surety Bonds. Headquartered in Woodland Hills, CA, Venbrook operates nationwide. Position Summary As a Senior Risk Control Consultant, you will be an integral part of Venbrook's Risk Control team, providing high-level loss prevention and risk management consulting services across a variety of industries. We are seeking a seasoned professional with expertise in core Property & Casualty (P&C) lines, including Property, General Liability, Workers' Compensation, and Automobile. This role is ideal for individuals with robust risk control experience-particularly in the Construction and Healthcare industries-as well as experience in sectors such as Warehousing, Retail, Hospitality, Restaurant, Bakery, Transportation, Habitational, and Manufacturing. These industries represent the core of our client base and require a nuanced and consultative approach to risk mitigation. Key Responsibilities Deliver tailored loss prevention consulting to reduce client risk across core P&C lines (Property, GL, WC, Auto). Conduct on-site and remote risk assessments to identify hazards, evaluate controls, and provide actionable recommendations. Analyze client loss history to develop and implement risk-reduction strategies. Evaluate and enhance safety programs and training materials; assist in policy development and implementation. Advise on compliance with OSHA, NFPA, and other relevant regulatory standards. Develop and deliver industry-specific safety training and client-facing educational content. Collaborate with clients, underwriters, producers, and internal teams to support effective risk management and client satisfaction. Prepare service plans focused on measurable outcomes and sustained risk improvement. Support new business opportunities and renewals by participating in client and carrier presentations. Manage external vendors and oversee delivery of outsourced risk control services. Maintain regular status updates with leadership on project progress and workload. Stay informed on industry-specific trends and contribute to thought leadership efforts. Qualifications Bachelor's degree preferred. Minimum 5 years of risk control, loss control, or risk management experience in a broker or carrier environment. Proven success managing risk in Construction and Healthcare settings is required; additional experience in Warehousing, Retail, Hospitality, Restaurant, Bakery, Transportation, Habitational, and Manufacturing is highly preferred. Strong knowledge of OSHA and NFPA standards; ability to guide clients through audits and compliance procedures. Designations such as CSP, CHST, OHST, ARM are a strong plus. Ability to travel up to 50% across the U.S. as needed. Strong communication and presentation skills with the ability to explain complex risk concepts clearly. Highly organized, self-driven, and collaborative. Candidate must be bilingual in Spanish and able to read, write and conduct business in Spanish. Why Join Venbrook? Flexible hybrid work environment with room to grow professionally. Competitive benefits package including health, dental, vision, PTO, and 401(k) match. Join a dynamic and collaborative culture where your expertise makes a real impact.