Consultant jobs at Waldron Private Wealth - 151 jobs

Job Description American Heritage Credit Union, a $5+ billion credit union is looking for a candidate for our Branch Management Program. This program is designed to prepare individuals for management level positions by giving the candidate the opportunity to learn and grow in the following areas: Exposure to decision-making and leadership styles of managers Exposure to organizational knowledge Development of new skills such as leadership, employee relations, sales & service growth & development, communication skills, conflict management, team building, strategic management, etc. In addition to developing a candidate for this program, the credit union is making a visible commitment to retaining future leaders and maintaining a motivated and effective workplace. DUTIES Thorough knowledge of all credit union products, policies, procedures, and branch services. Professional, well-developed interpersonal skills necessary for supervising staff and servicing credit union members, staff, and clients. Responsible for adhering to and coaching to policies/procedures including, but not limited to, cash management, security, lending, federal regulations, and Human Resources. Ability to coach staff to be highly motivated, well trained, skilled in sales, and proficient in the delivery of Whale done service while maintaining a Cross-Selling environment within the branch. Assist in training employees and providing input for evaluating employee job performance. Develop, maintain, and expand relationships with all levels of the organization and within our existing Workplace Partners (WPP) if applicable. Ability to analyze, identify and interpret member's problems, questions and needs. Provide information on a product/service that will meet or exceed member expectations. QUALIFICATIONS Must have a college degree or be currently enrolled in an accredited university with a minimum of 50 completed credits (*Copies of your current transcripts are required if currently enrolled.) Must have an advanced working knowledge of Microsoft Office applications (Word, Excel, Outlook). Working knowledge of ADP Workforce Now, Symitar and Meridian Link preferred. Must obtain FICEP certification. Must demonstrate exceptional leadership abilities, initiative, engaging personality & an eagerness to motivate self and others. Must be willing to work late nights and Saturdays and be flexible to travel to any branch and/or department within the Credit Union (Center City and Suburbs included.) To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.

Vanguard has an exciting opportunity for a Business Technology Consultant, Specialist. This role focuses on leveraging Adobe Experience Platform (Real-Time CDP) and Adobe Target to deliver personalized, data-driven experiences across digital channels. This position emphasizes business enablement, marketing optimization, and collaboration with cross-functional teams to translate strategic objectives into actionable solutions. You will act as a subject matter expert on business systems and user needs, helping to shape and align our business technology strategy. Leveraging your deep understanding of stakeholder requirements, you will deliver effective technology solutions and lead the implementation and testing of systems that support business objectives. Responsibilities Proactively analyzes business and user needs and identifies, evaluates, and develops complex information systems to meet business requirements. Provides insight on the business implications of technology systems. Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results. Formulates and defines the systems scope and objectives, based on user needs and industry requirements. Utilizes deep understanding of business needs to direct process improvement projects for internal business groups, aiming to improve key business results. Leads the design and testing of new or enhanced applications that align to the overall business technology strategy. Leads the implementation of business systems and software. Analyzes, defines, and documents existing systems logic challenges, and makes revisions to address business issues. Monitors user experiences and feedback on the use of business applications, and makes enhancements to system productivity, as needed. Leads the collection, documentation, and maintenance of functional requirements and modeling. Guides and advises less experienced crew. Participates in special projects and performs other duties as assigned. Additional Responsibilities Audience Management & Segmentation Experience with building audiences in Adobe Experience Platform (Real-Time CDP) and setting up in Adobe Target and Adobe Journey Optimizer. Configure and manage audience segments within Adobe Real-Time CDP for personalization and targeting. Understand available audience's segments, and data available to meet criteria. Integration & Data Activation Collaborate with marketing and analytics teams to activate CDP data for campaigns. Ensure seamless integration between Adobe Target, CDP, and other Experience Cloud components. Business Enablement Provide guidance on best practices for audience creation to allow for personalization strategies and campaign execution. Collaborate with marketing, IT and business to understand requirements and help define needs. Build personalized experiences across web, mobile, and email channels to improve engagement and conversion. Conduct audience peer reviews and quality checks to ensure high quality and accuracy. Monitor performance and provide insights to help future deliverables. Continue to grow knowledge as the technology landscape evolves. Qualifications Five years related work experience. Three years experience in business technology preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Hands-on experience with Adobe Experience Platform (Real-Time CDP), Adobe Target and Adobe Journey Optimizer. Strong understanding of personalization strategies, A/B testing methodologies, and audience segmentation. Familiarity with Adobe Web SDK and Edge Network for data collection and activation. Ability to work with HTML, CSS, and JavaScript for minor adjustments (not full-scale development). Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Skill: Kafka Tester Must Have Technical/Functional Skills: * Apache Kafka: Deep understanding of Kafka's architecture, components, and functionality. * SQL: Experience with SQL for data validation and debugging. * ETL: Experience with ETL processes and data warehousing concepts. * Test Automation: Experience in developing and maintaining automated tests for data pipelines. * Data Analysis: Ability to analyze data, identify issues, and propose solutions. * Communication: Strong communication and collaboration skills are essential for working with development teams. Roles & Responsibilities: * Data Pipeline Testing: Designing and executing test cases for ETL (Extract, Transform, Load) workflows and data validation, focusing on both batch and streaming data. * Data Validation: Validating data ingestion, transformation, and loading processes within Kafka, ensuring data quality, consistency, and completeness across systems. * Kafka Expertise: Hands-on experience with Apache Kafka for data streaming validation, including working with producers, consumers, and understanding Kafka's architecture and concepts. * Scripting and Automation: Proficiency in Python or other scripting languages for automating testing of data pipelines and maintaining test scripts. * Issue Resolution: Collaborating with developers to identify, analyze, and resolve data issues, performing root cause analysis, and proposing solutions. * Performance Testing: Evaluating the performance and scalability of Kafka-based systems, ensuring they can handle the expected data volume and throughput. * Agile/Scrum: Understanding and working within Agile/Scrum methodologies and participating in testing activities within the development lifecycle. * Data Warehousing: Familiarity with data warehousing concepts and cloud data platforms is often a plus. Salary Range - $90,000-$110,000 a year TCS Employee Benefits Summary: * Discretionary Annual Incentive. * Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. * Family Support: Maternal & Parental Leaves. * Insurance Options: Auto & Home Insurance, Identity Theft Protection. * Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. * Time Off: Vacation, Time Off, Sick Leave & Holidays. * Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Skill: Kafka Tester Must Have Technical skill: * Apache Kafka: Deep understanding of Kafka architecture, components, and functionality. * SQL: Experience with SQL for data validation and debugging. * ETL: Experience with ETL processes and data warehousing concepts. * Test Automation: Experience in developing and maintaining automated tests for data pipelines. * Data Analysis: Ability to analyze data, identify issues, and propose solutions. * Communication: Strong communication and collaboration skills are essential for working with development teams. Roles & Responsibilities: * Data Pipeline Testing: Designing and executing test cases for ETL (Extract, Transform, Load) workflows and data validation, focusing on both batch and streaming data. * Data Validation: Validating data ingestion, transformation, and loading processes within Kafka, ensuring data quality, consistency, and completeness across systems. * Kafka Expertise: Hands-on experience with Apache Kafka for data streaming validation, including working with producers, consumers, and understanding Kafka architecture and concepts. * Scripting and Automation: Proficiency in Python or other scripting languages for automating testing of data pipelines and maintaining test scripts. * Issue Resolution: Collaborating with developers to identify, analyze, and resolve data issues, performing root cause analysis, and proposing solutions. * Performance Testing: Evaluating the performance and scalability of Kafka-based systems, ensuring they can handle the expected data volume and throughput. * Agile/Scrum: Understanding and working within Agile/Scrum methodologies and participating in testing activities within the development lifecycle. * Data Warehousing: Familiarity with data warehousing concepts and cloud data platforms is often a plus. Salary Range - $90,000-$110,000 a year TCS Employee Benefits Summary: * Discretionary Annual Incentive. * Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. * Family Support: Maternal & Parental Leaves. * Insurance Options: Auto & Home Insurance, Identity Theft Protection. * Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. * Time Off: Vacation, Time Off, Sick Leave & Holidays. * Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect:· Preparation of operational due diligence for complex transactions (i. e. - acquisitions and divestitures, stock offerings, debt raises, IPO's). · Accounting projects focused on carving out business units/subsidiaries. · Integration with client's internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support. · Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i. e. - 10K's, 10Q's, S-1 and S-4 filings, audit coordination). · Research & documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC). · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U. S. GAAP and SEC reporting. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $110,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. Provides clear communication regarding the roles of each individual involved in the onboarding process. Collaborates with team members to continuously improve implementation processes. Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. Ensures internal department's completion of tasks by the scheduled due date. Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. Provide guidance to clients and financial advisors to fully inform and educate then on on-going administrative services provided by FuturePlan. Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. Proficiency in MS-Office software applications, including Excel and Word. 1-3 years of industry experience in financial services or retirement services environment is preferred. Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred. Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations. Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. Ability to work in a team environment to ensure common goal of providing exceptional customer service. Ability to react to change productively and handle other essential tasks as assigned. Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. Must possess strong facilitation, negotiation, and conflict resolution skills. Ability to escalate issues to appropriate levels within an organization. Ability to work additional hours as necessary to meet business needs. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Job Description Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. Position Summary: The Client Implementation / CIP Analyst is responsible for managing the end-to-end onboarding process for new clients, ensuring compliance with all regulatory requirements including AML, KYC, and CIP. This role plays a critical part in safeguarding the organization against financial crime by conducting thorough due diligence and presenting findings to senior management and regulatory bodies. The CIP Analyst is responsible for reviewing and analyzing customer information and documentation to ensure compliance with internal Policies and Procedures and regulatory requirements. This role ensures that customers are properly identified and verified, mitigating risks and supporting the Bank's AML Framework. What you'll do: Manage the full client onboarding lifecycle, ensuring timely and compliant implementation. Conduct detailed Customer Identification Program (CIP) reviews to verify client identities and documentation. Conduct documentary and non-documentary verification of customer identity, including use of third-party tools. Perform initial due diligence reviews for customers related to digital assets. Maintain records of CIP reviews and verification results. Ensure adherence to AML, KYC, and CIP regulatory standards. Identify, assess, and escalate potential compliance risks to other departments or senior management. Maintain comprehensive and accurate records of all client interactions and due diligence efforts. Collaborate with internal stakeholders to resolve onboarding issues and streamline processes. Prepare and present updates and reports to senior leadership and regulatory authorities as needed. Support the Client Implementation Team Manager in other BSA/AML tasks, as required. Qualifications: Bachelor's degree in Finance, Business Administration, or a related field; or equivalent work experience. 3-5 years of experience in client onboarding, due diligence, or compliance within the fintech or banking industry. Strong knowledge of AML, KYC, and CIP regulations and best practices. Experience with cryptocurrency, blockchain analytics, or digital asset compliance. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a fast-paced environment. Proficiency in compliance tools and client onboarding platforms is a plus. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: The AML Analyst will be responsible for ensuring compliance of banking regulations, review and report suspicious activity, stay up to date on sanction alerts and additional regulations as well as conduct necessary research and documenting findings. We are looking for a highly motivated, team player, who thrives in a fast-paced environment. Ensure compliance with Bank Secrecy Act Regulation's, Anti-Money Laundering related regulations, Office of Foreign Assets Control Regulations and USA PATRIOT Act Regulations. Review system generated alerts, assess impact to AML processes, conduct research as required, and document results in written format. Write suspicious activity reports, address sanctions alerts, and other applicable AML processes in accordance with regulatory expectations and departmental procedures. Maintain current knowledge of laws, regulations, policies, and procedures applicable to the job assignment. Other duties related to BSA compliance may be assigned. What Do You Need? 2+ years in banking with a strong understanding of general bank products and services. Ability to multi-task, work independently and as part of a team, establishing cooperative and collaborative working relationships. Experience in documenting AML alerts, case investigations, SAR and non-SAR filings. Experience in BSA Compliance, Banking, Auditing or Fraud Investigations. ACAMS (Preferred) or CFE Certifications, or similar AML or Investigator Certifications. Technology Skills: Advanced analytical skills Advanced computer skills, including knowledge with Microsoft Outlook, Word, and Excel. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Corporate Title: Associate Department: Nomura Investment Management The pay range for this position at commencement of employment is expected to be between $50k and $80k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department overview The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Advisory Consultant As an Advisory Consultant (AC), you will work with your Senior Advisory Consultant (SAC) counterpart to representour strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds with a focus on Registered Investment Advisors and Bank Trust firms in the designated region. In this pivotal role, you will help build asset growth and firm profitability by enhancing strategic relationships through a consultative sales model. You will also analyze industry data to build a business plan in partnership with your Senior Advisory Consultant (SAC) so that you can achieve sales goals for the territories you cover. You'll use your strong communication, market-knowledge, and data skills to build relationships with clients, wholesalers and others within Nomura and work as a member of a talented distribution team to see that all client service issues are brought to a resolution. As our Advisory Consultant, your key responsibilities will include: * Implementing tactical strategies through the use of data in partnership with your SACs to increase sales, prepare weekly action plans, retain assets, and cultivate new clients * Developing and maintaining an in-depth knowledge of financial markets, products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks) * Working as part of a team (SAC and AC), developing strong sales acumen to meet and surpass sales and activity goals for the region * Analyzing data from multiple sources to segment clients and formulate a successful sales outreach strategy * Utilizing firm resources including but not limited to SS&C, Salesforce, Allego, Seismic, Zoom and other technologies * Obtaining virtual meeting appointments with firms to conduct a sales, or portfolio manager presentation * Consulting with advisors to understand needs and cross selling products * Building an understanding of key focus firms including products, platforms, structure and initiatives * Maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities in designated territories * Fielding inbound calls from partners and advisor clients regarding product questions * 5-10% travel with SAC or to cover for your SAC to help present our products and services; represent Nomura at various regional meetings and industry conferences * Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements Preferred Background: * Bachelor's degree required * Knowledge of financial marketplace, experience with the sales of financial products and two years of prior financial services experience preferred * Series 7 and 66 (or 7, 63 and 65) licenses * Knowledge of virtual meeting platforms * Experience with analyzing data to create a business plan * Strong presentation, communication and organization skills * Ability to travel Nomura Competencies Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities * Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. * Provides clear communication regarding the roles of each individual involved in the onboarding process. * Collaborates with team members to continuously improve implementation processes. * Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. * Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. * Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. * Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. * Ensures internal department's completion of tasks by the scheduled due date. * Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. * Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. * Provide guidance to clients and financial advisors to fully inform and educate then on on-going administrative services provided by FuturePlan. * Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. * Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. * Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements * Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. * Proficiency in MS-Office software applications, including Excel and Word. * 1-3 years of industry experience in financial services or retirement services environment is preferred. * Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred. * Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. * Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations. * Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. * Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Must possess strong facilitation, negotiation, and conflict resolution skills. * Ability to escalate issues to appropriate levels within an organization. * Ability to work additional hours as necessary to meet business needs. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience • Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: • Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or ICD/team, assisting with research using firm-approved systems • At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management • Participating in quarterly/annual business performance reviews with the ICD/team • Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of experience in a field relevant to the position required • Four-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills • Knowledge of financial services industry and investment products • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience * Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: * Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or ICD/team, assisting with research using firm-approved systems * At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Participating in quarterly/annual business performance reviews with the ICD/team * Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills * Knowledge of financial services industry and investment products * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills • Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description Are you looking to encourage growth and promote positive, healthy lives? CONCERN is a non-profit human services organization dedicated to providing child welfare, juvenile justice, and behavioral health services to children and their families. Since 1978, CONCERN has brought hope, offered opportunity, and inspired change in the communities that we serve. We are looking for part-time variable Behavior Consultants to join our Intensive Behavioral Health Services team. You will have a rewarding opportunity to work within your community to help provide the tools families and children need to be successful. Your role will be to assess the needs of the youth, develop an individualized treatment plan in collaboration with the child, their family, and other treatment team members, and provide them with the skills and support that allow them to successfully reach their goals. The ideal candidate for this position will be well organized and have the ability to work both independently and within a team. This position works within home, school, and community settings as determined by the client and family's needs. There are no overnight hours but the ability to have some flexibility with scheduling is preferred. What Do I Need? Education and Experience Must meet one (1) of the following: License as a Behavioral Specialist (BSL); Board-Certified Behavior Analyst (BCBA) certification; Graduate degree in Applied Behavioral Analysis (ABA); At least 1 year of full-time experience providing mental health direct services to children up to and including age 21, and a graduate degree in psychology, social work, education or counseling Completion of a clinical or mental health direct service practicum and a graduate degree in psychology, social work, counseling or related field. Other Requirements You will pass required clearances You will own a valid driver's license You will possess average proficiency in using Microsoft Office applications and “typical” office equipment including but not limited to personal computers, calculators, fax machines, copiers/scanners and phones You will display strong organizational skills that reflect an ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail You will exhibit excellent written and verbal communication and interpersonal skills with the ability to build relationships as well as be effective independently You will demonstrate resourceful, proactive approaches to problem-solving and strong decision-making capabilities along with forward thinking that actively seeks opportunities and proposes solutions You will handle confidential information with discretion, adapt to various competing demands, display a high quality of customer service, and quickly respond. What Will I Do? You will design and direct the implementation of a behavioral modification intervention plan in collaboration with other members of the treatment team individualized to each child or adolescent and to family needs. You will use a written order and assessments to determine the treatment approach which may incorporate data analysis to ensure successful outcomes. You will work with the child and family to develop safety, discharge and aftercare plans in ways that involve identifying behavioral goals and intervention techniques as well as recommendations of non-aversive methods of conduct change. You will provide assessments, program design and monitoring, and consultation with the service delivery team. Hours of Work This position requires some flexibility with scheduling around client needs. Ability to work days, evenings, and or weekends is preferred but not necessarily required. What Will I Get? $32-$40/hour Billable Rates (Time spent providing direct care to your client) Licensed Behavior Consultant-$40/hour Non-Licensed Behavior Consultant -$32/hour Administrative Rates (functions performed outside of direct client care) Supervision and Training-$14/hour All other non-billable (e.g., phone calls, documentation, etc.)-$7.50/hour Benefits 401k + 2% match (additional annual discretionary match if you work 1,000 hours or more!) Virtual Care Clinic & Prescription Services for ALL employees and dependents (up to 7 people)! (EMPLOYER PAID!) This includes Primary, Pharmacy and Urgent Care needs! 4 hours of Birthday Holiday pay! Employee Assistance Program (Resources for you and your family) Employee Referral Program What Happens Next? After you apply, a member of the hiring team will review your qualifications and experience. If determined you are a good match, we will be in touch to schedule an interview. EOE

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong analytic mentality associated with problem solving skills Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Job Description Are you looking to encourage growth and promote positive, healthy lives? CONCERN is a non-profit human services organization dedicated to providing child welfare, juvenile justice, and behavioral health services to children and their families. Since 1978, CONCERN has brought hope, offered opportunity, and inspired change in the communities that we serve. We are looking for part-time variable Behavior Consultants to join our Intensive Behavioral Health Services team. You will have a rewarding opportunity to work within your community to help provide the tools families and children need to be successful. Your role will be to assess the needs of the youth, develop an individualized treatment plan in collaboration with the child, their family, and other treatment team members, and provide them with the skills and support that allow them to successfully reach their goals. The ideal candidate for this position will be well organized and have the ability to work both independently and within a team. This position works at our boys residential unit (CTUB) in Coatesville. What Do I Need? Education and Experience Must meet one (1) of the following: License as a Behavioral Specialist (BSL); Board-Certified Behavior Analyst (BCBA) certification; Graduate degree in Applied Behavioral Analysis (ABA); At least 1 year of full-time experience providing mental health direct services to children up to and including age 21, and a graduate degree in psychology, social work, education or counseling Completion of a clinical or mental health direct service practicum and a graduate degree in psychology, social work, counseling or related field. Other Requirements You will pass required clearances You will own a valid driver's license You will possess average proficiency in using Microsoft Office applications and “typical” office equipment including but not limited to personal computers, calculators, fax machines, copiers/scanners and phones You will display strong organizational skills that reflect an ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail You will exhibit excellent written and verbal communication and interpersonal skills with the ability to build relationships as well as be effective independently You will demonstrate resourceful, proactive approaches to problem-solving and strong decision-making capabilities along with forward thinking that actively seeks opportunities and proposes solutions You will handle confidential information with discretion, adapt to various competing demands, display a high quality of customer service, and quickly respond. What Will I Do? You will design and direct the implementation of a behavioral modification intervention plan in collaboration with other members of the treatment team individualized to each child or adolescent and to family needs. You will use a written order and assessments to determine the treatment approach which may incorporate data analysis to ensure successful outcomes. You will work with the child and family to develop safety, discharge and aftercare plans in ways that involve identifying behavioral goals and intervention techniques as well as recommendations of non-aversive methods of conduct change. You will provide assessments, program design and monitoring, and consultation with the service delivery team. Hours of Work This position requires some flexibility with scheduling around client needs. May include evening and/or weekends. What Will I Get? $32-$40/hour Billable Rates (Time spent providing direct care to your client) Licensed Behavior Consultant-$40/hour Non-Licensed Behavior Consultant -$32/hour Administrative Rates (functions performed outside of direct client care) Supervision and Training-$14/hour All other non-billable (e.g., phone calls, documentation, etc.)-$7.50/hour Benefits 401k + 2% match (additional annual discretionary match if you work 1,000 hours or more!) Virtual Care Clinic & Prescription Services for ALL employees and dependents (up to 7 people)! (EMPLOYER PAID!) This includes Primary, Pharmacy and Urgent Care needs! 4 hours of Birthday Holiday pay! Employee Assistance Program (Resources for you and your family) Employee Referral Program What Happens Next? After you apply, a member of the hiring team will review your qualifications and experience. If determined you are a good match, we will be in touch to schedule an interview. EOE

Job Description Are you looking to encourage growth and promote positive, healthy lives? CONCERN is a non-profit human services organization dedicated to providing child welfare, juvenile justice, and behavioral health services to children and their families. Since 1978, CONCERN has brought hope, offered opportunity, and inspired change in the communities that we serve. We are looking for part-time variable Behavior Consultants to join our Intensive Behavioral Health Services team. You will have a rewarding opportunity to work within your community to help provide the tools families and children need to be successful. Your role will be to assess the needs of the youth, develop an individualized treatment plan in collaboration with the child, their family, and other treatment team members, and provide them with the skills and support that allow them to successfully reach their goals. The ideal candidate for this position will be well organized and have the ability to work both independently and within a team. This position works within home, school, and community settings as determined by the client and family's needs. There are no overnight hours but the ability to have some flexibility with scheduling is preferred. This position will require travel in the Easton, Allentown and Bethlehem area. What Do I Need? Education and Experience Must meet one (1) of the following: License as a Behavioral Specialist (BSL); Board-Certified Behavior Analyst (BCBA) certification; Graduate degree in Applied Behavioral Analysis (ABA); At least 1 year of full-time experience providing mental health direct services to children up to and including age 21, and a graduate degree in psychology, social work, education or counseling Completion of a clinical or mental health direct service practicum and a graduate degree in psychology, social work, counseling or related field. Other Requirements You will pass required clearances You will own a valid driver's license You will possess average proficiency in using Microsoft Office applications and “typical” office equipment including but not limited to personal computers, calculators, fax machines, copiers/scanners and phones You will display strong organizational skills that reflect an ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail You will exhibit excellent written and verbal communication and interpersonal skills with the ability to build relationships as well as be effective independently You will demonstrate resourceful, proactive approaches to problem-solving and strong decision-making capabilities along with forward thinking that actively seeks opportunities and proposes solutions You will handle confidential information with discretion, adapt to various competing demands, display a high quality of customer service, and quickly respond. What Will I Do? You will design and direct the implementation of a behavioral modification intervention plan in collaboration with other members of the treatment team individualized to each child or adolescent and to family needs. You will use a written order and assessments to determine the treatment approach which may incorporate data analysis to ensure successful outcomes. You will work with the child and family to develop safety, discharge and aftercare plans in ways that involve identifying behavioral goals and intervention techniques as well as recommendations of non-aversive methods of conduct change. You will provide assessments, program design and monitoring, and consultation with the service delivery team. Hours of Work Minimum of 15 hours/week This position requires some flexibility with scheduling around client needs. Ability to work days, evenings, and or weekends is preferred but not necessarily required. What Will I Get? $32-$40/hour Billable Rates (Time spent providing direct care to your client) Licensed Behavior Consultant-$40/hour Non-Licensed Behavior Consultant-$32/hour Administrative Rates (functions performed outside of direct client care) Supervision and Training-$14/hr. All other non-billable (e.g., phone calls, documentation, etc.)-$7.50/hour. Benefits 401k + 2% match (additional annual discretionary match if you work 1,000 hours or more!) Virtual Care Clinic & Prescription Services for ALL employees and dependents (up to 7 people)! (EMPLOYER PAID!) This includes Primary, Pharmacy and Urgent Care needs! 4 hours of Birthday Holiday pay! Employee Assistance Program (Resources for you and your family) Employee Referral Program What Happens Next? After you apply, a member of the hiring team will review your qualifications and experience. If determined you are a good match, we will be in touch to schedule an interview. EOE

Job DescriptionAre you looking to encourage growth and promote positive, healthy lives? CONCERN is a non-profit human services organization dedicated to providing child welfare, juvenile justice, and behavioral health services to children and their families. Since 1978, CONCERN has brought hope, offered opportunity, and inspired change in the communities that we serve. We are looking for part-time variable Behavior Consultants to join our Intensive Behavioral Health Services team in the Wilkes Barre area. You will have a rewarding opportunity to work within your community to help provide the tools families and children need to be successful. Your role will be to assess the needs of the youth, develop an individualized treatment plan in collaboration with the child, their family, and other treatment team members, and provide them with the skills and support that allow them to successfully reach their goals. The ideal candidate for this position will be well organized and have the ability to work both independently and within a team. This position works within home, school, and community settings as determined by the client and family's needs. There are no overnight hours but the ability to have some flexibility with scheduling is preferred. What Do I Need?Education and ExperienceMust meet one (1) of the following: License as a Behavioral Specialist (BSL); Board-Certified Behavior Analyst (BCBA) certification; Graduate degree in Applied Behavioral Analysis (ABA); At least 1 year of full-time experience providing mental health direct services to children up to and including age 21, and a graduate degree in psychology, social work, education or counseling Completion of a clinical or mental health direct service practicum and a graduate degree in psychology, social work, counseling or related field. Other Requirements You will pass required clearances You will own a valid driver's license You will possess average proficiency in using Microsoft Office applications and “typical” office equipment including but not limited to personal computers, calculators, fax machines, copiers/scanners and phones You will display strong organizational skills that reflect an ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail You will exhibit excellent written and verbal communication and interpersonal skills with the ability to build relationships as well as be effective independently You will demonstrate resourceful, proactive approaches to problem-solving and strong decision-making capabilities along with forward thinking that actively seeks opportunities and proposes solutions You will handle confidential information with discretion, adapt to various competing demands, display a high quality of customer service, and quickly respond. What Will I Do? You will design and direct the implementation of a behavioral modification intervention plan in collaboration with other members of the treatment team individualized to each child or adolescent and to family needs. You will use a written order and assessments to determine the treatment approach which may incorporate data analysis to ensure successful outcomes. You will work with the child and family to develop safety, discharge and aftercare plans in ways that involve identifying behavioral goals and intervention techniques as well as recommendations of non-aversive methods of conduct change. You will provide assessments, program design and monitoring, and consultation with the service delivery team. Hours of WorkThis position requires some flexibility with scheduling around client needs.Ability to work days, evenings, and or weekends is preferred but not necessarily required. What Will I Get?$32-$40/Hour Billable Rates (Time spent providing direct care to your client) Licensed Behavior Consultant-$40/hour Non-Licensed Behavior Consultant-$32/hour Administrative Rates (functions performed outside of direct client care) Supervision and Training-$14/ hour All other non-billable (e.g., phone calls, documentation, etc.)-$7.50/hour Benefits 401k + 2% match (additional annual discretionary match if you work 1,000 hours or more!) Virtual Care Clinic & Prescription Services for ALL employees and dependents (up to 7 people)! (EMPLOYER PAID!) This includes Primary, Pharmacy and Urgent Care needs! 4 hours of Birthday Holiday pay! Employee Assistance Program (Resources for you and your family) Employee Referral Program What Happens Next?After you apply, a member of the hiring team will review your qualifications and experience. If determined you are a good match, we will be in touch to schedule an interview. EOE