SVP, Chief Actuary - REMOTE
Orlando, FL jobs
Become a leader in the Actuarial Industry! A global life insurance company is seeking an SVP, Chief Actuary. This role will report directly to the CFO and will oversee all key actuarial functions. A strong leadership background is required with 15+ years of industry experience, preferably in reinsurance. The ideal candidate will need expert knowledge in regulatory compliance including statutory valuations, IFRS, Solvency II, and will lead the organization in adhering to new reserving regulations. (#57978)
Compensation:
Salary range of $300 - 500K
Location:
Orlando, FL
AVP, Actuary
Melbourne, FL jobs
Join an innovative company is looking to drive change in the marketplace. P&C insurance company is seeking an AVP & Actuary, who will lead and grow a team of actuarial analysts. In this role, you will execute the quarterly & annual reserving process, lead all pricing work for the company, and work closely with ERM & Data Science on catastrophe modeling & interpretation. The ideal candidate would be an ACAS or FCAS with 5+ years of actuarial experience, including previous leadership experience and strong interpersonal, collaborative, & presentation skills. Familiarity with next-gen actuarial reserving and pricing tools preferred. (#57994)
Location:
Remote / 1 week/month in Melbourne, FL
Director & Actuary, Annuity Pricing and Profitability Management - REMOTE
Austin, TX jobs
Come work for a stable organization with a solid plan for growth. Well known Life client has a great opportunity for a talented Actuary who will lead rate-setting and manage pricing for current MYGA/FIA products as well as ensure profitable growth of the company's annuity book through collaboration with corporate functions. The ideal candidate is an FSA or near-FSA with 7+ years of actuarial experience in life and annuity insurance. Must have a strong understanding of annuity products, the ability to solve complex & ambiguous problems, and proficiency in MG ALFA and Python. Individual annuity pricing experience is a plus. (#57884)
Compensation:
Salary range of 170-190K
Locations:
Austin, TX
Remote
Senior Vice President of Clinical Services
New York, NY jobs
Senior Vice President for Clinical Services
Schedule: Monday-Friday, 9am-5pm (35 hours/week, no weekends; occasional after-hours calls)
Employment Type: Full-Time
A leading NYC behavioral health organization is seeking an experienced LCSW with both clinical and management expertise to serve as the Senior Vice President for Clinical Services. This leader will oversee the operations of a NYS Article 31 Mental Health Clinic (MHOTRS), providing strategic, administrative, and clinical oversight to ensure high-quality care, regulatory compliance, and strong staff performance.
This is a hybrid role-onsite to start, then transitioning to 2 days onsite / 3 days remote.
About the Role
The Senior VP for Clinical Services leads all aspects of clinical operations, compliance, documentation standards, productivity, and program quality. This role directly supervises 7 staff members and an Assistant Director, while also partnering closely with the Intake, Billing, and Medical teams. The SVP ensures the clinic delivers effective in-person and telehealth services and maintains adherence to OMH, DOHMH, Medicare, Medicaid, and Article 31 regulations.
Key Responsibilities
Administrative Oversight
Monitor productivity for all clinic staff according to billable hour standards
Ensure documentation and clinic activity meet OMH 599, Medicare, Medicaid, and payer regulations
Prepare materials for site audits and act as primary liaison during reviews
Address client concerns and administrative issues with a strong customer service mindset
Develop staffing plans, coverage schedules, and ensure on-site director availability
Oversee or facilitate clinic meetings, mid-week huddles, and biweekly clinical consultation hours
Participate in shared rotation for after-hours/emergency phone coverage
Clinical Leadership & Supervision
Set standards for clinical practice and evidence-based treatment modalities
Provide formal and ad hoc supervision to LMSW/LCSW social workers
Provide supervision and support to the Clinic Operations Coordinator
Partner with the Chief Program Officer to support MDs and NPPs
Ensure the clinic maintains high-quality, person-centered care across all modalities
Required Qualifications
Current NYS LCSW
At least 5 years of supervisory experience in a behavioral health setting
Strong clinical background and experience supervising clinicians
Experience with documentation oversight, audits, compliance, and performance management
Expertise in Electronic Health Records, including training and coaching staff
Ability to lead within a complex administrative environment
Collaborative communication style with the ability to support cross-disciplinary teams
Must have prior management experience, including performance evaluations and accountability
Preferred Qualifications
Leadership experience at the Assistant Director, Director, or Senior Clinical Supervisor level
Experience working with geriatric or diverse behavioral health populations
Strong leadership presence and comfort managing multiple moving parts
Work Environment & Additional Details
Business professional dress code
Hybrid schedule after initial onsite on-boarding
Three-stage interview process
Organization provides equipment and support for hybrid work
Strong internal support from the Chief Program Officer and clinical leadership teams
This role is open due to the previous leader stepping away from management responsibilities
Why This Role Stands Out
High-impact leadership role with broad clinical and operational influence
Stable schedule with no weekends
Hybrid flexibility after initial on-boarding
Opportunity to lead a respected Article 31 program with a committed clinical team
Strong collaboration with intake, billing, administrative, and medical departments
Vice President Finance
Atlanta, GA jobs
Our company is building the next generation of specialty spine, neck and brain care, making it radically easier for patients, employers, providers, and payors to access high-quality, efficient care. The practice is undergoing an exciting period of growth and innovation. We're looking for a hands-on VP of Finance to own our finance and revenue cycle functions end-to-end and help scale our organization through its next phase of growth.
As our VP of Finance, you'll serve as a strategic business partner to the portfolio company's CEO and leadership team driving financial performance, operational efficiency, and scalable systems that enable both clinical and business excellence. You'll lead a growing team and be responsible for corporate finance, FP&A, accounting, and revenue cycle management across the enterprise.
This is a builder role: you'll architect the financial infrastructure, roll up your sleeves to execute, and iterate quickly based on data and insights.
What you'll own
You'll be responsible for building a world-class finance function that supports the company's mission, growth, and operational discipline.
1. Corporate Finance (80%)
Strategic Planning & FP&A
Lead all financial planning, budgeting, forecasting, and strategic modeling to support growth and new initiatives.
Partner with the CEO and leadership team to translate strategic objectives into actionable financial plans.
Accounting & Controls
Oversee all accounting operations, including monthly and annual close, audit readiness, and financial compliance.
Ensure accuracy, timeliness, and transparency across reporting processes.
Performance Measurement
Design and maintain executive KPI dashboards and internal reporting infrastructure.
Deliver clear financial insights and recommendations that drive decision-making.
Cash Flow & Capital Management
Manage banking relationships, credit facilities, cash flow forecasting, and capital allocation.
Evaluate investment and financing opportunities to optimize the company's capital structure.
Business Partnering
Provide strategic financial guidance on new service lines, M&A opportunities, and technology investments.
Support operational teams with data-driven insights to improve margins, productivity, and ROI.
2. Revenue Cycle Management (20%)
RCM Leadership
Oversee end-to-end revenue cycle operations, including documentation, coding, charge capture, and payer contracting.
Implement performance dashboards to monitor key RCM metrics (AR days, denial rates, collection efficiency).
Payer Relations & Contracting
Strengthen payer relationships to optimize reimbursement and reduce denials.
Negotiate contracts that align incentives and improve cash conversion cycles.
Compliance & Optimization
Partner with clinical leaders to ensure compliant, efficient billing processes.
Leverage AI and automation tools to streamline workflows, reduce manual work, and increase throughput.
What we're looking for
Must-have experience
5+ years in a finance leadership role within a small or high-growth organization; healthcare experience strongly preferred.
Proven track record of leading FP&A, accounting, and revenue cycle functions with full ownership of financial results.
Deep understanding of GAAP accounting, healthcare billing, and RCM operations.
Strong analytical and technical orientation, comfortable using automation, data analytics, and AI-driven tools.
Exceptional communicator able to translate financial data into actionable strategy for executives, clinicians, and investors.
Demonstrated ability to build scalable financial systems and deliver measurable impact.
Proven people leader with experience managing and developing cross-functional finance teams.
Academic excellence GPA 3.7+ from a top-tier university or equivalent achievement.
How you work
Hands-on: You're comfortable digging into models, reconciling accounts, and refining reports, whatever it takes to get to truth and clarity.
Owner mentality: You think in terms of enterprise value and long-term impact, not just monthly results.
Analytical & curious: You love finding insights in numbers and building the systems that make them visible.
Collaborative: You communicate clearly across clinical, operational, and executive teams to keep everyone aligned.
Low ego, high EQ: You balance rigor with empathy, driving results while building trust.
What we're offering
Base Salary: $200,000 - $250,000 per year, depending on experience and fit.
Upside: Participation in the company's stock option program (meaningful equity aligned with value creation).
Comprehensive benefits: Medical, dental, and vision coverage.
Retirement plan: 401(k) or equivalent with employer contribution/match.
Paid time off: Competitive vacation, sick leave, and holidays.
Professional development: Support for courses, certifications, and leadership programs relevant to finance and healthcare.
High-impact environment: Direct visibility from your work to patient outcomes, operational performance, and enterprise value creation across Cade's healthcare portfolio.
Vice President Finance
Chicago, IL jobs
HYBRID ROLE
The best way to upgrade your holiday season is with a job that pays more, has more work from home flexibility, and respects your work/life balance.
The salary range for this position is $170,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid
VP - Real Estate Tax Credit Finance
role please send your resume to john.sadofsky@roberthalf.c0m
Job Description
Lead and mentor a team of financial analysts responsible for all aspects of year-end reporting including collection and analysis of all project level tax returns, audits, and related documentation in a manner that meets all required deadlines.
Supervise the asset management rotational staff responsible for all aspects of year-end reporting to ensure deadlines are met; provide training to staff on the project-level audit and tax return review.
Oversee the completion of quarterly project level analysis for the asset management team in a manner that reduces preparation time for asset management, provides initial insight into project level operations, and acts as a supporting function for the asset management team.
Assist in identifying projects with special reporting requirements, such as audit waivers, mini-audits, cost certification delays or estimate model preparation.
Perform extensive ad hoc reporting in Excel, synthesizing data from various sources to meet internal and external reporting needs; continuously develop skills in Excel, PowerBI and other relevant software applications to enhance individual and departmental performance.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field
5+ years of experience in accounting/tax
Experience with tax credit for real estate/affordable housing and LIHTC
To apply to this hybrid
VP - Real Estate Tax Credit Finance
role please send your resume to john.sadofsky@roberthalf.c0m
VP of data and applications
Boston, MA jobs
Alexander Technology Group is looking for a VP of Data for a client in the Burlington, MA.
No 3rd party applicants will be considered. Do not reach out
This is temporary only**
Full remote
Requirements
Must come out of a Software or SaaS company
Snowflake experience
Develop and align a multi-year strategy for AI and data to improve efficiency, reduce costs, and increase the value of technology investments.
Build strong partnerships across internal business, technical, and operational teams.
Create a talent and skills strategy that strengthens digital capabilities and supports continuous improvement and innovation.
Promote a data-driven culture using clear metrics and KPIs to guide decisions and improve customer and business outcomes.
Collaborate with privacy and security teams to establish AI data standards and governance.
Lead the selection, implementation, and optimization of tools that improve communication, collaboration, and productivity.
Manage relationships with key technology partners and ensure accountability to service expectations.
Establish measurement frameworks to track progress, quality, compliance, and operational effectiveness.
If interested, please send resume to ************************
VP of Estimating
Virginia Beach, VA jobs
The VP of Estimating will oversee the estimating department and lead the development and implementation of cost estimation processes and strategies. This role is essential in ensuring accurate budget forecasts and supporting project management teams in achieving financial objectives throughout the project lifecycle.
Key Responsibilities
Lead and manage the estimating department to ensure efficient and accurate cost estimates.
Develop and implement standardized estimating procedures and best practices.
Conduct thorough cost analysis and financial forecasting for projects.
Collaborate with project managers to support budgeting and resource allocation.
Oversee risk management assessments and implement strategies to mitigate potential financial risks.
Engage in contract negotiations to secure favorable terms and conditions.
Provide strategic planning support to align estimating processes with company goals.
Ensure timely scheduling of estimates and adherence to deadlines.
Monitor market trends and perform procurement assessments to optimize costs.
Qualifications
Bachelor's degree in Construction Management, Finance, or related field.
Minimum of 10 years of experience in cost estimating or a related role in the construction industry.
Proven experience in budgeting and financial analysis.
Strong understanding of project management principles and practices.
Excellent leadership and team management skills.
Expertise in contract negotiation and procurement processes.
Ability to analyze risks and develop effective mitigation strategies.
Strong organizational and scheduling skills.
Advanced proficiency in estimating software and tools.
Benefits
Employee Stock Ownership Retirement Plan
401(k) Savings Plan with Employer Match
Health, Dental, Vision Insurance
Life Insurance, Short and Long Term Disability & Accident Insurance
Tax-free Spending Accounts (Health and Dependent Care)
Paid Holidays
Legal Resources
PTO - Paid Time Off, Bereavement and Jury Duty Leave
Employee Assistance Program
Tuition Assistance
PTO for Community Volunteering
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
lance.beyer@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : LB6-1859108 -- in the email subject line for your application to be considered.***
Lance Beyer - Lead Recruiter
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 07/09/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Vice President (VP)/Director Real Estate
Denver, CO jobs
Korn Ferry has partnered with our client on their search for a Vice President (VP)/Director Real Estate.
National Private Equity Real Estate portfolio across all asset types (industrial, multifamily, etc.) this role will focus on portfolio strategy in the Western US.
Responsibilities
Lead team managing all existing assets in the Western half of the US (industrial, multi-family, hospitality, etc)
Drive portfolio strategy; optimize asset class combination
Prepare and present formalized investment recommendation (written and verbal)
Qualifications
12+ years' experience with relevant bachelor's degree/ 10+ years with a master's degree
Experience across all asset types, with a focus on industrial and multifamily
Ability to own legal, planning and entitlement issues related to development of income properties
3+ years team / budget management
Ability to travel 25%
Salary Range & Benefits Overview: $190,000 - $200,000, flexibility depending on experience; extremely strong benefits (medical, dental, vision, 401k), cash bonus, and LTI.
SE: 510768481
Vice President of Portfolio Management
Los Angeles, CA jobs
Over the last 30 years, our client has assembled a real estate portfolio (the “Portfolio”) with a book value of over $1B. They estimate that the market value of the Portfolio is closer to $1.5-$2.0B. The Portfolio consists primarily of affordable multi-family housing, with small components of commercial store-fronts, professional office space and market rate multi-family. More specifically, the Portfolio consists of 49 multi-family affordable housing properties accommodating 4,163 units, two professional office buildings totaling approximately 17,000 square feet, two commercial strips with a total of 13 rental units and two historic sites (40 Acres and La Paz) totaling more than 220 acres and accommodating approximately 75,000 square feet of residential and office space. The Portfolio is situated in urban, suburban and rural communities in CA, AZ, NM and TX; with more residential properties, both affordable and market, in development.
KEY RESPONSIBILITIES
Portfolio Leadership
· Demonstrate a heart-driven commitment to social justice through the strategic management of CCF's real estate portfolio.
· Foster collaboration across diverse communities, stakeholders, and partners.
· Achieve the VPPM BHAG: A self-sustaining portfolio contributing at least $3M annually to CCF's growth and resident success by December 31, 2028.
· Collaborate with the President and COO to define and measure strategic portfolio goals.
· Establish BHAGs and annual objectives for each sub-function; lead operational planning and reporting cycles.
· Conduct monthly Management by Objectives and Results (MOR) meetings with sub-function leaders and executive leadership.
· Evaluate and optimize the organizational structure of Portfolio Management and its sub-functions.
· Approve underwriting for new and existing developments to ensure long-term portfolio health.
· Oversee administrative budgets and recommend resource allocation across divisions.
· Coordinate the transition of new projects from development to stabilization.
· Drive continuous improvement and innovative revenue generation strategies across the portfolio.
Asset Management
Asset Management is a sub-function directly in support of the Portfolio Management work. The Vice President of Portfolio Management leads, oversees and supports a four-member Asset Management team through the following responsibilities and duties:
· Lead and support the four-member Asset Management team in achieving its BHAG: Ensure the long-term fiscal and physical health of the portfolio by December 31, 2028.
· Oversee all asset management operations, including property performance, lender/investor relations, compliance, and financial reporting.
· Review and approve portfolio budgets, underwriting, and compliance plans.
· Resolve underperforming properties through financial restructuring, lender negotiations, or strategic dispositions.
· Coordinate closely with Finance and Property Management to align cash flow management and budget performance.
Risk Management
Risk Management is a sub-function directly in support of the Portfolio Management work. The Vice President of Portfolio Management leads, oversees and supports a two-member Risk Management team through the following responsibilities and duties:
· Oversee the two-member Risk Management team in achieving its BHAG: Generate at least $1M in annual savings through effective risk mitigation by December 31, 2028.
· Direct all aspects of corporate and property insurance programs, claims, safety, and loss control.
· Negotiate terms with brokers and carriers to optimize coverage and cost efficiency.
· Collaborate with General Counsel, HED, and Finance to minimize liability and ensure compliance.
· Develop and maintain forecasting tools to align risk exposure with portfolio growth.
Property Management
Asset Management is a sub-function directly in support of the Portfolio Management work. The Vice President of Portfolio Management leads, oversees and supports a 166-member Property Management team through the following responsibilities and duties:
· Provide executive oversight to a 166-member Property Management team responsible for daily operations of CCF's real estate assets.
· Achieve and maintain a three-year trailing Economic Occupancy rate of at least 93% by 2028.
· Oversee property operations, budget development, vendor management, training, tenant relations, and compliance.
· Ensure operational consistency, fiscal discipline, and service excellence across all properties.
· Foster strong relationships with community stakeholders, public agencies, and residents to enhance property stability and reputation.
Community Services
Community Services is a sub-function directly in support of the Portfolio Management work. The Vice President of Portfolio Management leads, oversees and supports a 32-member Community Services team through the following responsibilities and duties:
· Lead and support a 32-member Community Services team focused on delivering high-impact resident programs aligned with LURA and CCF standards.
· Achieve and maintain 90% compliance with Service Provision requirements by December 31, 2028.
· Guide the design, execution, and evaluation of community programs across regions.
· Collaborate with internal teams (HED, Compliance, Legal) and external partners to sustain and expand services.
· Oversee program budgets, staffing, and new service launches for both existing and developing sites.
Supervisory Responsibilities
The VPPM directly and indirectly oversees a broad team of professionals and support staff. Responsibilities include:
· Recruiting, selecting, and developing talent.
· Establishing performance goals and conducting evaluations.
· Implementing retention and succession strategies.
· Managing corrective actions, conflict resolution, and terminations in compliance with CCF policies and applicable laws.
· Motivating staff to embody CCF's mission and pursue continuous excellence.
Education & Experience
· Minimum 15 years of progressive experience in affordable housing development and management, including multi-state operations.
· Bachelor's degree required; Master's in Urban Planning or Real Estate Development preferred.
· Education requirements will be waived for CCF employees meeting the 15 years-experience requirement.
· Deep knowledge of LIHTC (9% and 4%), HOME, CDBG, AHP, HUD financing, and other funding sources.
· Proven experience supervising multidisciplinary teams and managing large, complex portfolios.
· Bilingual (English/Spanish) preferred.
· Ability to travel up to 25% of the time throughout the southwest.
Mathematical & Analytical Skills
· Advanced financial modeling and forecasting skills.
· Proficiency in statistical analysis, ratios, and real estate performance metrics.
· Ability to calculate amortizations, mortgage structures, and investment returns.
Certificates & Licenses
· Valid Driver's License required.
· CPM (Certified Property Manager) designation desired.
Salary and Benefits
· Annual salary range $195,000 to $248,000 DOE.
· 100% employer paid PPO medical, dental, and vision benefits.
· Retirement plans, death benefits, Flexible Spending Account (FSA) plan, and Employee Assistance Program (EAP).
Chief Operating Officer
New York, NY jobs
Job Title: Chief Operations Officer
Duration: 3+ months (Possible Extension or Potential FT Conversion)
Shift: 9:00 AM - 5:00 PM
Schedule: 5 days per week, 40 hours per week, 8 hours per day
Pay Range: $150 - $170/hr. on W2
Job Summary:
Under direction of the Chief Executive Officer, it exercises wide latitude of independent judgment and initiative in supervision of overall administration and management. Serves as Deputy to the Chief Executive Officer and assumes full responsibility and authority in areas delegated. May direct a group of services such as Operations, Facilities Management, Ancillary Services, Clinical Operations, Emergency Management etc.
Qualifications & Skills:
Required Skills & Experience
5 years of Chief Operations Officer is required in a large acute care facility.
6 years of full-time experience in senior business or public administration; OR
Experience as a Hospital Administrator in a position of direct responsibility for total operations or major parts thereof in a hospital setting including substantial exposure in meeting community needs.
Extensive working knowledge of hospital administration, laws and regulations pertaining to hospital operations.
Education
Master's Degree from an accredited college or university with a specialization in Hospital Administration, Business Administration, Public Health, Hospital Health Care, Medical Administration or a related program.
Job Responsibilities:
Oversees and participates in the planning and, development of programs, policies and procedures, and evaluation/monitoring of the goals established by the Chief Executive Officer.
Supervises the implementation of programs and policies concerning Client Medical Center operations and assists in coordinating activities between facility staff and corporate office.
Ensures Client Medical Center remains compliant with standards, regulations and ready for inspections by accreditation agencies involving delivery of health care services.
Recommends purchase of supplies and equipment for Client Medical Center consistent with policies governing purchase procedures.
Recommends construction and alteration programs, including acquisition and replacement of facility equipment consistent with policies.
Schedules and conducts and/or participates in regular interdepartmental and departmental meetings. May designate hospital departmental representatives for medical staff and multi-disciplinary committees to facilitate effective communication lines within the hospital.
Assists the CEO in maintaining cooperative relationships with professional groups, external agencies and regulatory bodies.
Participates in the development, maintenance and implementation of a hospital management reporting system that provides adequate and timely data for program planning and evaluation purposes.
Fosters a culture of accountability and service excellence by establishing appropriate work performance standards, evaluating the work and job performance of staff, providing constructive feedback and developmental tools, and making recommendations for corrective actions, as needed.
Prepares and/or actively participates in the development of the fiscal year expense, revenue and operating budgets.
Ensure operations run within budgetary guidelines, reviews budget requests for areas of operation and monitors related expenses and purchases.
Serves as Chief Executive Director in the absence of the CEO.
VP, Finance
Bryan, OH jobs
Basic Job Functions:
Altenloh, Brinck & Co. US, Inc. manufactures and distributes engineered fasteners under the SPAX brand for the construction market, TRUFAST for the commercial roofing industry and TRUFASTWalls for exterior building envelopes and facades. The VP, Finance connects the activities and opportunities of the organization to their respective financial impact, while communicating these relationships to the appropriate departments and associates. This position is integral in ensuring the organization is focused on improvement and growth in the most beneficial areas, which includes forecasting, capacity planning, production/engineering opportunities, new products, make vs. buy comparisons, budget vs. actual vs. past explanations, etc. The VP, Finance will understand and “tell the story” of the past, present and future financial performance of ABC US. The VP, Finance will also lead the organization's IT and Business Intelligence (BI) teams - specifically strategy development and execution, ensuring these functions are aligned to prioritize projects and resources that support ABC's growth. The VP, Finance will work with the CFO and finance team of ABC US's German parent company on financing, monthly financial performance, budgeting and forecasting updates, SAP setup and reporting, analysis, among other topics. This position will lead and manage the company's external partnerships, including banking relationships, insurance policies, coverage and strategies, audit and tax matters.
Essential Responsibilities:
Financial Planning and Analysis
Develop and maintain performance measures that support the company's strategic direction.
Analyze cash flow, cost controls, expenditures, and sales data to identify trends and opportunities for improvement.
Identify and direct cost savings/process improvement initiatives and financial improvement opportunities throughout the organization, partnering with department leaders on opportunities/issues.
Lead specific projects such as costing models, sales analysis, lean initiatives, etc. with the focus on improving efficiencies, processes vs. financial performance.
Lead budget process, including CAPEX.
Produce and update various reports such as OSMI, working capital analysis, etc.
Participate as a strong partner in the SIOP process, including sales forecast review, capacity/labor needs, inventory targets, etc.
Review vendor agreements with supply chain team, recommending edits and improvements to help improve company's strategic and financial position
Collaborate with German parent company on reporting and planning needs. Lead monthly review meetings.
General Ledger
Performs budget vs. actual monthly analysis for the corporate preparation of financial statements and reviews statements for accuracy and clarity.
Leads Year-End close, physical inventory and audit preparation along with Controller.
Serve as backup for Controller functions.
Issue monthly and annual financial statements, ensuring their accuracy and monitoring performance of the organization and individual departments.
Review and ensure monthly entries, balances, etc. are accurate and up to date.
Business Intelligence/IT
Lead Business Intelligence and IT Strategy development with respective leaders
Align resource/project priorities with business needs, ensure proper support (staffing, budgets, outside partners) to deliver projects.
Coordinate with German parent to ensure systems are aligned where necessary and projects/resources are not duplicated or executed in conflict with each other
Management
Manage finance, accounting functions
Lead finance and accounting team, as well as IT and BI teams; responsible for the development, training and evaluation of staff to help meet their individual goals as well as the needs of the department and organization.
The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned from time to time; or the scope of the job may change as necessitated by business demands.
Requirements
Experience:
8+ years of hands-on accounting and financial analysis experience in a manufacturing environment
5+ years of management experience
3+ years of IT/BI leadership experience
CMA certification a plus.
Education:
Bachelor's degree in accounting or finance required, MBA a plus.
Required Skills/Competencies:
Problem-solving individual; identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully.
Judgment - individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions.
Good communication and presentation skills.
Strong work ethic and positive attitude.
Thorough knowledge of GAAP, plus the skills needed for accurate application of general accounting theory.
Strong working knowledge of general ledger, accounts payable & receivable, and banking.
Must be proficient in spreadsheet application, Microsoft Office software programs.
Ability to effectively communicate across all departments and levels of the organization.
VP of Merchandising - Walmart
New York, NY jobs
Our client, an apparel company, is looking for a Senior Merchant to work on their Walmart account.
Responsibilities
Lead end-to-end product strategy for Walmart womenswear, including assortment planning, pricing, and seasonal line development.
Analyze sales performance, customer insights, and market trends to optimize category performance and identify growth opportunities.
Partner closely with Design, Production, and Sales teams to ensure product alignment with Walmart's requirements, timelines, and profitability goals.
Manage Walmart-specific workflows-including item setup, replenishment, packaging requirements, and calendar management-to ensure flawless execution.
Qualifications
5-7+ years of merchandising experience within womenswear, ideally with direct Walmart or mass retail account exposure.
Strong analytical skills with the ability to interpret sales data, forecast demand, and drive strategic decisions.
Excellent cross-functional communication skills and experience collaborating with design, sourcing, and retail partners.
Highly organized, detail-oriented, and comfortable managing multiple product categories and deadlines in a fast-paced environment.
Chief Operating Officer, Department of Surgery
Charlottesville, VA jobs
Solomon Page has been retained to conduct a nationwide search for a Chief Operating Officer, Department of Surgery of a large Academic Medical Center in Virginia. This COO will serve as the administrative leader and strategic partner to the Chair of the department. Individuals considered for this position should be experienced leaders in academic clinical environments with exceptional skills in strategy development, financial and human resources management, and change management, and should demonstrate a collaborative and innovative focus. The Department of Surgery is comprised of 8 divisions of surgical subspecialties, 7 resident and fellow training programs, and a broad research portfolio supported by federal, industry, and philanthropic funding.
The position requires an individual who has demonstrated the ability to successfully deliver:
Strategic Leadership: Acts as a strategic partner to the Chair, Dean, and Health System leadership to drive the vision of the department, School of Medicine, and Health system; develops and executes strategies that advance innovation, financial sustainability, and academic and clinical excellence.
Culture & Team Development: Leads the development of a high-performing, collaborative administrative team; fosters a culture of accountability, innovation, equity, and continuous improvement.
Analytics & Data Strategy: Builds analytic capabilities and dashboards that enable data-driven decisions; tracks performance metrics across clinical, research, education, and financial missions, and ensures transparent reporting.
External Representation: Represents the Department in negotiations, institutional committees, and national associations; cultivates partnerships that enhance resources and visibility and aligns departmental goals with institutional priorities.
Innovation & Growth: Identifies and implements growth strategies including new clinical programs, interdisciplinary initiatives, and digital health solutions; partners with institutional and development offices on philanthropic priorities.
Required Qualifications:
Priority will be given to candidates with an advanced degree in business or healthcare administration and at least 5 to 7 years of progressive experience in academic healthcare, preferably with responsibilities that include oversight of clinical operations, financial management, human resources, medical education, and research compliance.
This role offers an opportunity to advance the department's mission of excellence in surgical care, education, and discovery within one of the nation's leading academic health systems. Compensation will be aligned with AAMC benchmarks and will include a competitive base salary, incentive bonus opportunity, and a comprehensive benefits package.
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs - this specialized approach sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.
Chief of Staff - Marketing & Creative Services
Bell Gardens, CA jobs
We're looking for a strategic, highly organized Chief of Staff to partner directly with senior Marketing and Creative leadership at a fast-moving, multi-brand apparel organization. This role is ideal for someone who thrives at the intersection of strategy, project management, and creative operations, and who loves turning ideas into executed, measurable initiatives.
As Chief of Staff, you'll act as a true force multiplier for marketing and creative leaders-driving cross-functional alignment, streamlining workflows, and ensuring that key initiatives move efficiently from concept to completion.
What You'll Do
Serve as the central point of contact between marketing leadership, internal teams, and external partners, with a strong focus on creative asset and collateral review, approvals, and brand alignment.
Plan and run executive-level meetings: set agendas, prepare briefing materials, capture decisions, and track follow-through on action items.
Oversee progress across a portfolio of marketing and creative projects-including go-to-market campaigns, corporate initiatives, and enterprise efforts-helping identify roadblocks and clearing them quickly.
Coordinate timelines and workflows across Marketing Services teams to keep work moving, ensuring prioritization is clear and feedback and review cycles are efficient.
Spot gaps in existing processes and introduce better ways of working-frameworks for collaboration, decision-making, and performance tracking.
Draft and refine internal and external communications, reports, and presentations that keep stakeholders informed, aligned, and action-oriented.
Who You Are
A proven project and operations leader who can juggle multiple priorities and pivot quickly as business needs change.
Someone who naturally anticipates risks or conflicts and can design practical mitigation plans before issues escalate.
Highly emotionally intelligent, able to read the room, pick up on unspoken dynamics, and translate them into clear next steps and decisions.
Personally committed to excellence, with a track record of delivering polished, reliable work.
An exceptional communicator-written and verbal-with the ability to tailor messaging for executives, peers, and external stakeholders.
Comfortable in a fast-paced, dynamic environment with shifting priorities and tight timelines.
Bias toward action, ownership, and accountability, while remaining collaborative and team-focused.
Experience & Skills
5-7 years of experience in marketing operations within apparel, club retail wholesale, multi-brand apparel wholesale, or other high-velocity, high-growth environments.
Advanced proficiency in Microsoft Office and Google Workspace.
At least 3 years of experience partnering with or working within a Creative Services team delivering:
Product photography
Packaging and label creative
E-commerce imagery
In-store point-of-sale materials
Corporate or brand collateral
Demonstrated interest in and comfort with generative AI tools to enhance creative production workflows.
Location & Onsite Expectations
This role is based in Bell, CA but will be relocating to Beverly Hills in the Spring of 2026. This will be primarily in-office at least 4 days per week, with the opportunity to work remotely 1 day per week.
How to Apply
If you're a marketing operations leader who loves partnering with creative teams, enjoys building structure in dynamic environments, and is excited about supporting senior leadership at a high-impact level, we'd love to hear from you.
Apply today!
AVP, Release Train Engineer / Sr Program Manager, Technology
Charlotte, NC jobs
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
The Assistant Vice President (AVP), Release Train Engineer (RTE) & Program Manager, will serve as a strategic leader within the Technology Infrastructure & Operations organization. This role combines Agile leadership with program management expertise to drive enterprise-scale delivery of technology initiatives. The AVP will partner closely with Senior Vice Presidents and cross-functional stakeholders to align infrastructure and operations roadmaps with business priorities, provide transparent executive-level status reporting, and coach delivery teams to achieve operational excellence.
Release Train Engineer (RTE) Leadership:
Facilitate Agile Release Train (ART) events (e.g., PI Planning, Inspect & Adapt, Scrum of Scrums), ensuring alignment to organizational goals.
Drive continuous improvement across delivery teams, embedding Agile best practices in Technology Infrastructure & Operations.
Remove delivery impediments by coordinating across teams, leaders, and external stakeholders.
Serve as a servant leader and coach for ART members, leaders, and stakeholders.
Program Management & Execution:
Manage large-scale infrastructure and operations programs, ensuring scope, timeline, budget, and risk are effectively governed.
Partner with SVPs and senior stakeholders to develop and maintain program roadmaps that align with strategic objectives.
Deliver clear and concise executive-level updates, dashboards, and status reporting for technology and business leadership.
Coordinate across multiple initiatives to ensure dependencies are understood, managed, and communicated effectively.
Leadership & Coaching:
Mentor and coach program managers, scrum masters, and delivery teams to foster a culture of accountability, innovation, collaboration. and continuous improvement.
Advocate for and institutionalize best practices in Agile program delivery, change management, and executive reporting.
Build trusted relationships with senior leaders across Technology, Product, Business, and EPMO.
Responsibilities
Work with Product Owners to plan and prioritize upcoming releases
Collaborate with Operations & Development teams to oversee the rollout of production releases and ensure that are tracked appropriately in systems of records.
Adherence to System Development Lifecycle and SDLC artifact compliance.
Coordinate with Quality Assurance teams to ensure successful testing and deployment of new features
Monitor production systems post-deployment and address any issues that arise
Provide status updates to stakeholders throughout the software delivery lifecycle
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Bachelor's degree in Information Technology, Computer Science, Business, or related field.
8+ years of experience in program management, release management, or Agile delivery leadership within a large enterprise, preferably financial services.
Proven experience facilitating Agile Release Trains (SAFe RTE certification strongly preferred).
Strong executive presence with demonstrated ability to engage, influence, and provide insight to SVPs and C-level leaders.
Exceptional communication and presentation skills with experience delivering executive dashboards and program updates.
Deep understanding of technology infrastructure, operations, and large-scale enterprise transformation programs.
Core Competencies:
Strategic thinking with ability to balance tactical execution.
Strong problem-solving and decision-making skills.
Relationship builder with ability to navigate complex organizational structures.
Continuous improvement mindset with a focus on delivering business value.
Leadership presence and credibility in front of senior executives.
Preferences:
Master's degree or MBA.
PMP, PgMP, or SAFe certifications.
Experience coaching and developing program managers and scrum masters.
Knowledge of financial services regulatory and compliance requirements.
Pay Range:
$108,825-$181,375/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyProduct Manager, AVP
San Diego, CA jobs
We are seeking a strategic and execution-focused Product Manager to lead the vision, delivery, and operational excellence of our Agent Tools ecosystem, including Microsoft Dynamics, NICE Softphone, and related platforms. This role ensure alignment across stakeholders, driving cross-functional initiatives, and delivering seamless agent experiences.
Responsibilities:
* Collaborate with engineering, UX, and vendor teams to deliver high-impact features and enhancements.
* Analyze product performance and user feedback to drive continuous improvement.
* Advise senior leadership as a strategic partner to ensure alignment across initiatives.
* Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements.
* Develop and maintain comprehensive project plans, schedules, and resource allocations.
* Track progress, mitigate risks, and ensure timely delivery of milestones.
* Facilitate cross-functional planning, communication, and decision-making processes.
* Prepare executive-level updates, dashboards, and presentations to communicate project status and outcomes.
* Identify and eliminate blockers across teams to accelerate delivery.
* Support change management, training, and rollout activities for new features and tools.
* Document processes and ensure compliance with governance standards.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
* Bachelor's degree in a related field
* 5 plus years of experience in product management, management consulting, program & project management
* 5 plus years of developing, cultivating, and leading strong, high-performing teams in an agile environment.
Preferences:
* PMP, Agile/Scrum, or SAFe certification (preferred).
* Experience working with call center software
* Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement.
* Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests.
* Experience working in a cross-functional team and drive outcomes without having direct authority.
* Experience Jira, Confluence, Smartsheet, or MS Project
Core Competencies:
* Comfortable navigating ambiguity and driving clarity across teams.
* Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
* Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
* Consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
Pay Range:
$106,088-$176,813/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
* Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
* Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
* Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
* Impactful Work: Our size is just right for you to make a real impact. Learn more here!
* Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
* Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
* Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyAVP, Program Manager - Service Digital Enablement
Austin, TX jobs
What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry? What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If the idea of leading the strategic execution of LPL's Digital Enablement Program excites you, then this role at LPL Financial is the place for you!
Job Overview:
We are seeking an experienced AVP of Program Management to lead the strategic execution of LPL's Service (ie contact center) Digital Enablement Program. The role is critical to achieving our ambitious goals of flipping the service model from predominantly human-assisted to digital-led support while driving cost-to-serve value capture. The successful candidate will orchestrate complex, cross-functional initiatives including LPL Advisor Co-Pilot (LPL's first advisor-facing conversational AI chatbot), transformation of LPL's knowledge management platforms, in-product contextual help solutions, and holistic digital transformation efforts that will fundamentally reshape how financial advisors interact with LPL's service organization.
Responsibilities:
* Drive execution of the Digital Enablement Program's initiatives and core workstreams
* Develop and maintain program roadmaps that balance immediate needs with transformational thinking across a 3-year horizon
* Present strategic program updates to Service & Supervision executives, focusing on outcomes, learnings, and strategic pivots
* Transform complex technical implementations into clear business narratives that resonate with senior leadership
* Drive achievement of critical OKRs and KPIs, developing the capabilities to track, set targets, and monitor
* Lead business readiness initiatives impacting 1,000+ service representatives and 35,000+ financial advisors
* Develop adoption strategies that address proficiency gaps and diverse target audience segments
* Partner with Learning & Development to create scalable training programs and AI-driven adaptive learning pathways
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
* Bachelor's degree required;
* 5+ years of program management experience leading enterprise-scale digital transformation initiatives
* Experience in financial services, preferably wealth management and broker-dealer operation Required
Core Competencies:
* Solid understanding of conversational AI, knowledge management systems, and digital adoption strategies
* Experience with Agile, SAFe methodologies and PI planning processes
* Familiarity with service center operations, call center technologies, and CRM platforms
* Working knowledge of GenAI applications in customer service (LLMs, intent recognition, automated workflows)
Preferences:
* MBA or relevant advanced degree preferred
* PMP, Agile, or similar project management certification
* Background in implementing AI/ML solutions at enterprise scale
* Experience with practice management optimization in wealth management
#LI-PA
Pay Range:
$114,488-$190,813/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
* Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
* Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
* Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
* Impactful Work: Our size is just right for you to make a real impact. Learn more here!
* Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
* Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
* Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyAVP, Executive Security Manager
San Diego, CA jobs
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
The Executive Security Manager is responsible for overseeing and enhancing the security posture of the firm, with a focus on executive protection, strategic threat mitigation, and operational security leadership. This role ensures the safety of senior leadership, sensitive operations, and high-value assets through proactive planning, intelligence-driven risk assessments, and coordination with internal and external stakeholders.
This is a high-visibility, in-office role requiring daily presence at a designated corporate home office and frequent travel to support executive movements and high-risk engagements.
Roles & Responsibilities:
* Assist in the development and execution of executive protection programs for C-suite and other high-profile personnel.
* Conduct threat assessments and security planning for executive travel, public appearances, and confidential meetings.
* Manage physical security protocols for executive offices, residences (as applicable), and corporate events.
* Collaborate with intelligence teams to monitor and respond to emerging threats targeting executives and the firm.
* Oversee vendor relationships with private security firms, transportation providers, and law enforcement agencies.
* Develop and maintain crisis response plans and coordinate executive-level incident management.
* Ensure compliance with financial industry regulations and internal policies related to executive safety and privacy.
* Provide strategic input to senior leadership on security risks and mitigation strategies.
* Requires up to 40% travel (including international assignments)
What we're looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
* Bachelor's degree in Criminal Justice, Security Management, Risk Management, or related field (master's preferred).
* 10+ years of experience in corporate security, law enforcement, military, or intelligence, with at least 5 years in executive protection or high-level security management.
* Experience with security technology platforms (e.g., access control, surveillance, GPS tracking).
Core Competencies:
* Strong leadership, communication, and crisis management skills.
* Experience working with law enforcement, intelligence agencies, and private security providers.
* Deep understanding of threat intelligence, risk analysis, and protective operations in the financial sector.
* Ability to manage sensitive information with discretion and professionalism.
* Strong project management and budgeting capabilities.
* Willingness to travel and work flexible hours as needed.
Preferred Skills:
* Eligibility under H.R. 218 (Law Enforcement Officers Safety Act) is strongly preferred.
* Certifications such as CPP, PSP, or similar are highly desirable.
* Familiarity with financial industry regulations and executive privacy concerns.
Pay Range:
$92,625-$154,375/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
* Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
* Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
* Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
* Impactful Work: Our size is just right for you to make a real impact. Learn more here!
* Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
* Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
* Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyAVP, Regional Administrative Manager
Remote
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
The Regional Branch Administrative Manager will be responsible for leading employee affiliation branch office support staff. The Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Responsibilities:
• Manage branch office support staff, which includes, but not limited to, compensation and performance management, time management and capacity planning, goal setting, career development, etc.
• Foster a culture of coaching, learning and development with a strong emphasis on skills and behaviors that contribute to advisor satisfaction.
• Contribute to the development of the branch office support staff hiring strategy which aims to successfully identify, attract, onboard, and retain top talent.
• Drive continuous improvement efforts within the branch admin vertical based upon evolving advisor needs.
• Act as liaison between advisors and LPL service and operations; advocate for advisor and client needs, overseeing and supporting case managers dedicated to resolving complex and high priority issues.
• Execute on support staff training programs focused on skill advancement and career progression; help to identify and implement program improvements informed by advisor and staff feedback.
• Partner with the National Branch Manager on the admin vertical program design strategy and
implementation
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
• 2+ years brokerage/financial services industry knowledge
• FINRA Series 7/66 or completion of licenses within 90 days
• 2+ years knowledge and breadth of experience in financial services with background across both W2 and 1099 advisor models
• Ability to travel up to 40% throughout the year
Core Competencies:
• Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations
• Strong customer focus, excellent verbal and written communication skills and extremely organized
• Strong analytical, strategic planning skills and relationship management skills
• Proven ability to independently and efficiently manage multiple projects concurrently in a fast- paced environment
Preferences:
• Experience collaborating with and leading individuals across functional areas
• Demonstrated ability to establish productive relationships and interact effectively with business partners at all levels
• FINRA Series 24, 9/10
• Bachelor's degree; preferably in Business, Accounting or Finance
#LI-PA
Pay Range:
$96,188-$160,313/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
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