Food

Purchasing and Estimating Manager (Tupelo)

Role at a glance Title: Estimating & Purchasing Manager Employer: TradeWize (W-2 employee) Reports to: Directly to the TradeWize CEO Works closely with: CTO and platform team, trade vertical leads, builder clients, suppliers Scope: All 17 trade verticals, single-family residential new construction Type: Full-time Location: Remote, Mississippi Gulf Coast current market, with travel to suppliers and job sites when needed The role in one paragraph This person owns every material number on every house. Using AI they estimate homes from plans, verify the material lists in the TradeWize platform, and get contracts to builders. They bring suppliers on board and keep pushing material cost down. When a job closes, they verify left over material and fix the PO so the next job is ordered right. Their biggest long-term job: build the process and tools that let TradeWize estimate all 17 trade verticals at once, at scale. What this person owns Six areas, all theirs to run. 1. Estimating and quantities o Refine the system to take off material quantities from plans for every home, across all trades. o Own the accuracy of every quantity. If a number is wrong, it is theirs to fix. o Build and maintain standard material lists for each plan. 2. Loading the platform o Verify SKUs and pricing that is loaded into the TradeWize platform is accurate o Keep the data clean so crews, schedulers and suppliers see the same numbers. 3. Builder contracts o Estimates turn into priced contracts for builders. Monitor and improve the system o Ensure contracts get out fast, track them, and follow up until signed. 4. Supplier onboarding o Improve the system to find vet and sign suppliers for each trade and market at scale o Negotiate pricing, delivery terms and rebates. o Get suppliers set up in the platform to receive POs. Improve system as needed 5. Reducing material cost o Find cheaper equal products, cut waste, and buy in volume across verticals. o Track price changes and push back on increases. 6. Estimating at scale (the system) o Design a repeatable, tech-driven process to estimate all 17 trade verticals at the same time from one set of plans. o Automate takeoffs, templates and pricing updates After every job: review leftover and returned material, accept or decline system PO changes for each completed job. The job cycle job cycle · 6 steps, 1 feedback loop This person runs every step, from plans to contract to post-job review. The PO update at the end feeds the next estimate, so accuracy improves with every house. How success is measured Targets get set with the CEO in the first 30 days. Measure What it means Estimate accuracy Ordered material vs. material actually used, per job and per trade Estimate turnaround Days from plans received to contract sent to the builder Material cost per home Cost per plan, tracked month over month Savings delivered Dollars saved from supplier pricing, substitutions and waste cuts Leftover material Value of unused or returned material per job Suppliers onboarded Active suppliers per trade and market, set up in the platform PO updates closed Share of completed jobs reviewed and POs updated Verticals estimated in one pass Progress toward all 17 trades estimated at once from one plan set Who we're looking for Must have • 3 years in estimating and purchasing for single-family residential new construction. • Hands-on takeoffs from plans across multiple trades (framing, roofing, siding, brick, drywall, and more). • Experience building and managing POs and material lists for production homes. • Recent experience using AI for estimates. prompting and building solutions to refine numbers • Owns the numbers: detail-driven, organized, and follows through. Nice to have • Estimating or purchasing for a production or high-volume builder. • Takeoff tools using technology to generate accurate/ automated takeoffs • Experience building templates, automations or data systems (not just using them). • Existing supplier relationships on the Gulf Coast and in the Southeast. First 90 days 1. Days 1–30: Estimating and audit. Do takeoffs in the estimating system for new homes. Set KPI targets with the CEO. 2. Days 31–60: Take over estimating. Own all estimates and builder contracts. Run the first post-job material reviews and update POs. Start onboarding priority suppliers. 3. Days 61–90: Build the system. Deliver a written plan for estimating all 17 verticals at once, agreed with the CTO. Launch standard templates for the top plans. Report first cost savings.

  • Mount Vernon, MS

  • no content

Information System Security Officer (ISSO) (Annapolis Junction)

Role Description: Seeking a self-starting, motivated individual to be the Information System Security Officer maintaining compliance and strengthening the security posture of critical mission systems and their System Security Plans (SSPs) via the Risk Management Framework. Responsibilities: Ensure the appropriate operational security posture is maintained for information systems. Support continuous monitoring of networks to detect and correct areas of security non-compliance, unmitigated vulnerabilities, and other risks. Follow consistent security processes and play a role in the information systems continuous monitoring program. Perform regular audits of information systems. Assist the information systems security manager in preparing the information system for periodic reaccreditation. Required Skills and Qualifications: TS/SCI with Polygraph Required Experience as an ISSO with emphasis on Defense-in-Depth principles, network, and enterprise security architecture. Experience applying the principles of the NIST 800-53 including the procedures in the Risk Management Framework (RMF). Bachelor's degree plus 8-years of relevant experience or master's degree plus 6-years of relevant experience. An associate's degree or 18 semesters hours of military coursework/training in a computer-related field plus 10-years of relevant experience or high school diploma/GED plus 12-years of relevant experience may be considered. Information Assurance Manager (IAM) Tier 1 certification.

  • Savage, MD

  • no content

Vascular Surgery | Texas Metro| Excellent Comp Package | No State Income Tax (El Paso)

Job description A premier healthcare system in west Texas is seeking a Vascular Surgeon to join a well-established group practice, a role opening up because of tremendous, sustained growth, not attrition. You'll walk into a well-established patient panel with a tremendous community reputation, practicing across two beautiful, modern campuses, both benefiting from a recent $20 million expansion and state-of-the-art technology, including robotics. The schedule is built for a serious surgeon with real balance: Monday through Friday with just 1-2 surgical days per week, a manageable 10-15 patients in clinic per week, and 8-10 procedures per week, mostly outpatient with inpatient consult coverage as needed. All of this sits inside a 5-hospital network with 900 physicians, 120 years in the market, and a massive referral base, in a city that offers mountains, sunshine, and zero state income tax on top of it all. PROFESSIONAL HIGHLIGHTS Growth-driven opening, not a replacement — the practice is expanding due to tremendous, sustained growth and referral demand, not filling a vacancy left behind. Established, high-reputation patient panel — step into a well-known vascular surgery practice with a tremendous community reputation. Modern, state-of-the-art facilities — practice across 2 gorgeous campuses, both benefiting from a $20 million 2022 expansion, including robotics. Balanced surgeon's schedule — Monday-Friday with just 1-2 surgical days per week, protecting your time without limiting your caseload. Manageable clinical and surgical volume — see approximately 10-15 patients in clinic per day and perform 8-10 procedures per week. Majority outpatient focus — primarily outpatient surgical cases with inpatient consult coverage as needed at both campuses. Reasonable call — a 1:4 call rotation, adjusted based on volume and surgical load. Strong team-based support — join a large, established group with strong physicians and mid-level providers who share the workload. Strong, uncapped compensation — Excellent base salary plus uncapped wRVU production, with real upside as your practice grows. Meaningful start-up support — sign-on bonus and relocation assistance available and negotiable. Comprehensive benefits package — full health, vision, and dental coverage, 401K, PTO, CME assistance, and malpractice/tail coverage included. Backed by a regional powerhouse — join 900 physicians and 5,000 employees across a 5-hospital network with 120 years in the West Texas and southern New Mexico market. COMMUNITY HIGHLIGHTS No state income tax — Texas has no state income tax, meaning you take home significantly more of your compensation. Low cost of living — a family-friendly city that delivers big-city amenities without the price tag of larger Texas metros. 300 days of sunshine a year — beautiful, mild weather makes outdoor living a year-round reality. Surrounded by Mountains — hiking, mountain biking, trail running, cycling, camping, and golf are all just minutes from home. Genuine downtown culture — concerts, art walks, coffee shops, breweries, and botanical gardens in a real, walkable downtown. College town energy — Division I football, basketball, and soccer, plus minor-league baseball, hockey, and more. Family-friendly attractions — 200 parks, a zoo, a children's museum, theater, and a local symphony for the whole family. Distinctive dining scene — Southwest comfort meets global culinary flavors throughout the city. Genuinely welcoming community — an inclusive city home to mosques and synagogues alongside its many churches. Easy global travel — an international airport connects you to anywhere in the world.

  • Ysleta Del Sur Pueblo, TX

  • no content

Inside Sales & Customer Service Representative (Hartford)

ESC has an opportunity for an Inside Sales & Customer Support Representative . This role supports existing customers after the sale and helps the sales team keep orders moving. It is a service and sales support position with no cold calling or direct selling . Reporting to the senior inside sales and customer service team member, the representative will be a reliable point of contact for order questions, shipping updates, and day-to-day customer needs. The role works fully onsite in Hartford, WI. Responsibilities Respond to customer requests to add items to existing orders, check shipment timing, and provide tracking information. Enter, update, and review orders in Epicor , keeping information accurate and customers informed. Coordinate with the sales team and internal departments to resolve order or delivery questions. Follow up on open requests and provide clear, timely updates to customers. Assist with trade show booth coverage if interested and available. Qualifications An Associate’s Degree preferred, with 1-2 years of customer service, inside sales support, order management, or related experience. Strong attention to detail and comfort working in an order management system; Epicor experience is a plus. Clear communication skills and a helpful, dependable approach to customer support. Ability to manage several requests at once and follow each through to resolution. Availability to work fully onsite .

  • Hartford, WI

  • no content

CRM Product Owner (East Hanover)

Position - CRM Product Owner Location: East Hanover, NJ – Hybrid (3 days onsite, 2 remote) Contract - 12 Months with a possibility of extension Job Summary Lead strategy, development, and delivery of CRM capabilities across a healthcare/pharmaceutical environment. Own product areas from discovery through release and post-launch support. Translate business needs into user stories, requirements, acceptance criteria, and success metrics. Manage and prioritize the product backlog and drive Agile delivery. Partner with business, IT, analytics, architecture, privacy, legal, and commercial/medical teams. Identify process improvements and enhance CRM user experience and customer engagement. Ensure solutions meet governance, privacy, security, and compliance standards. Coordinate and mentor analysts, contractors, and delivery resources. Support change management, training, adoption, and stakeholder communication. Contribute to CRM product strategy using industry trends, user feedback, and performance data. Required Qualifications Bachelor’s degree required; Master’s/MBA preferred. 5–7 years of experience in product management, technology strategy, innovation, or leadership. Experience with large-scale CRM implementations, preferably in pharmaceutical, healthcare, or CRM environments. Strong knowledge of Salesforce, Veeva, CRM data, AI, and related platforms. Experience with Salesforce Data Cloud/Data360, Veeva, Snowflake, OpenAI, or similar technologies. Strong Agile, backlog management, stakeholder management, and product delivery experience. Experience using AI/LLMs for product management, user-story creation, or process mapping. Excellent communication, analytical, problem-solving, and cross-functional collaboration skills.

  • East Hanover, NJ

  • no content

Clinical Informaticist (Pharmacy & Periop) (Chicago)

Voted one of Chicago's Best Places to Work by the Chicago Tribune for the ninth year in a row, Clarity Partners is hiring! Clarity Partners is seeking Clinical Informaticist(s) to serve as the clinical informatics liaison between HIS and clinical operations for an Epic implementation, within one assigned clinical domain — either pharmacy and medication-management workflows, or perioperative and anesthesia workflows. In this role, you will facilitate your department's participation in the Epic governance process and support that domain's workflow design, validation, and go-live readiness for a large scale public sector client project. Responsibilities Support design, validation, testing, implementation, and optimization of workflows within the assigned clinical domain. Facilitate Epic workflow previews and future-state validation sessions. Ensure appropriate departmental and frontline representation throughout the implementation. Identify workflow, safety, readiness, and cross-functional impacts within the assigned domain. Document outcomes and required decisions arising from workflow and governance sessions. Coordinate dependencies and escalate issues through the appropriate governance structure. Requirements Degree required for the applicable track: Track A – Pharmacy: Bachelor of Science in Pharmacy or Doctor of Pharmacy (PharmD) from an accredited school of pharmacy. Track B – Perioperative/Anesthesia: Bachelor's degree in Nursing or a related clinical discipline. Advanced degree in Clinical Informatics, Nursing Informatics, Healthcare Informatics, or a related field preferred. Minimum of 5 years of clinical or pharmacy practice experience, preferably within a large hospital or integrated health system and in the track's clinical area: inpatient or ambulatory pharmacy, or perioperative, surgical, procedural, anesthesia, or PACU settings. Clinical informatics, pharmacy informatics, or healthcare technology implementation experience, including EHR workflow design, clinical transformation, or optimization, strongly preferred. Recent, hands-on Epic implementation experience strongly preferred, including participation in workflow previews, future-state validation, testing, readiness, go-live, and stabilization. Clinical background in one of the following tracks required, with direct experience in the listed Epic applications strongly preferred: Track A – Pharmacy: Epic Willow Inpatient, Willow Ambulatory, Willow Inventory, or related medication-management functionality, with a strong understanding of inpatient and/or ambulatory pharmacy operations, medication-use processes, medication safety, formulary management, and pharmacy regulatory requirements. Track B – Perioperative/Anesthesia: Epic OpTime, Epic Anesthesia, or related perioperative functionality, with a strong understanding of perioperative workflows, surgical documentation, anesthesia workflows, patient safety, and multidisciplinary care delivery. Experience facilitating multidisciplinary workflow discussions involving physicians, anesthesia providers, pharmacists, nurses, operational leaders, application analysts, and technical teams. Strong skills in workflow analysis, clinical process redesign, issue identification, and implementation readiness, with a working understanding of governance decision rights and escalation pathways. Sound clinical judgment in identifying patient-safety, medication-safety, and regulatory risks in proposed workflows and escalating them appropriately. Excellent interpersonal, verbal, and written communication skills, with the ability to translate complex clinical, workflow, and technology issues for frontline clinicians, application teams, and leadership. Epic certification or accreditation in a relevant Willow, OpTime, or Anesthesia application area preferred. Proficiency with EMR systems and the Microsoft Office Suite. Ability to travel to multiple facilities and work varied shifts as needed to support go-lives and conversions. Ability to handle confidential patient information in accordance with hospital safety and compliance standards. Clarity is committed to fair and equitable compensation practices. For the Clinical Informaticist, the base salary pay range is $120,000 - $140,000 . The range represents a good faith estimate that Clarity reasonably expects to pay for this job at the time of posting. Compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.

  • Schiller Park, IL

  • no content

Family Practice Physician - Private Practice (Seattle)

Family Medicine Physician (MD or DO) Everett, WA About the Practice We are a private practice who is a patient first focused primary care organization with multiple clinics throughout the region. We are expanding into a new location in Everett and are looking for a Family Medicine physician to join our growing team. Our organization is built around a simple philosophy: provide exceptional patient care while giving physicians the autonomy, support, and resources they need to build a rewarding and sustainable practice. Our team includes more than 20 providers and 80 dedicated staff members who work collaboratively to deliver high quality, personalized care. Physicians have the independence to practice medicine their way while having access to a strong network of colleagues, clinical resources, and operational support. Why Join Us? We offer the stability and resources of an established organization with the autonomy, flexibility, and earning potential traditionally associated with a successful physician owned practice. Practice Highlights Balanced Patient Volume See approximately 12 to 18 patients per day, with the opportunity to grow your patient panel over time. Physician Incentive Opportunity Physicians have the option to transition to an incentive based compensation model and develop their own APP team. We are happy to discuss how this model works during an initial conversation. Strong Earning Potential Compensation can grow with your patient panel, productivity, and the performance of an APP team. Clinical Autonomy Our physicians have meaningful independence in patient care and practice management while still benefiting from a collaborative network of more than 20 providers. Share ideas, discuss challenging cases, exchange best practices, and grow alongside experienced colleagues. Resources for Growth You will have the support of an established referral network, advanced scheduling capabilities, clinical resources, and a dedicated call center. Our local team is focused on making sure you have the support needed to build a successful practice from day one. Position Details Full time outpatient Family Medicine position MD or DO accepted Board certified or board eligible Patient population primarily adults, typically age 18 Approximately 12 to 18 patient visits per day Strong commercial insurance population with Medicare accepted Established relationships with urgent care and specialty providers New location with opportunity to build and grow your patient panel What We’re Looking For We are looking for a physician who is passionate about providing excellent patient care and interested in building something long term. The ideal candidate: Values strong, lasting patient relationships Is committed to clinical excellence Appreciates physician autonomy and independence Enjoys collaboration and sharing knowledge with colleagues Has an entrepreneurial mindset and an interest in growing a practice Wants the flexibility to shape their schedule, patient panel, and long term career Join Us This is an opportunity to join an established, physician led organization while still having the freedom to build the practice you want. You will have the autonomy to care for your patients the way you believe is best, the support of an experienced clinical team, and the opportunity to grow your patient panel and earning potential over time. If you are looking for a Family Medicine opportunity that combines clinical independence, collaboration, and long term growth, we would love to connect. Apply today to learn more.

  • Times Square, WA

  • no content

Accounts Payable Manager (Clearwater)

Accounts Payable Manager The Accounts Payable Manager is responsible for overseeing the day-to-day accounts payable function and leading a team of five AP professionals. This role ensures the accurate and timely processing of invoices and payments while maintaining strong internal controls, supporting month-end close activities, and driving process improvements across the AP function. Key Responsibilities Lead, coach, and develop a team of five accounts payable professionals, including workload allocation, performance management, and ongoing training. Oversee the full accounts payable cycle, including invoice processing, coding, approvals, payment processing, and vendor account reconciliation. Ensure invoices and payments are processed accurately, timely, and in accordance with company policies and established controls. Manage weekly payment runs, including ACH, wire transfers, checks, and other payment methods. Review and resolve invoice discrepancies, payment issues, and vendor inquiries. Maintain strong vendor relationships and oversee vendor setup and maintenance processes. Partner with Procurement, Accounting, Finance, and business stakeholders to resolve issues and improve AP processes. Support month-end and year-end close activities, including AP reconciliations, accruals, and reporting. Ensure compliance with internal controls, accounting policies, and applicable regulatory requirements. Support internal and external audits by providing documentation and responding to AP-related inquiries. Monitor AP metrics and team performance, identifying opportunities to improve efficiency, accuracy, and service levels. Identify and implement process improvements, automation opportunities, and AP best practices. Maintain accurate documentation of AP procedures, controls, and workflows. Qualifications Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred. 5 years of progressive accounts payable or accounting experience, including supervisory or management experience. Experience managing and developing an accounts payable team. Strong understanding of accounts payable processes, accounting principles, internal controls, and month-end close. Experience with ERP/accounting systems and AP automation platforms; advanced Excel skills preferred. Strong organizational, analytical, and problem-solving abilities. Excellent communication and interpersonal skills with the ability to work effectively across departments and with external vendors. Ability to manage competing priorities and deadlines in a high-volume, fast-paced environment. Ideal Candidate The ideal candidate is a hands-on AP leader who combines strong technical accounts payable knowledge with effective people management skills. They are comfortable overseeing daily operations while also identifying opportunities to streamline processes, strengthen controls, develop their team, and improve the overall efficiency of the accounts payable function.

  • Dunedin, FL

  • no content

Investor Services - Consultant (Washington)

Fund Administration: Investor Services - Consultant CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are hiring an Investor Services Consultant to join our team supporting one of our largest private equity clients. This role is designed as a cross-trained resource within the Client Service Team, capable of flexing across multiple functions as business needs dictate. Rather than owning a single function, this individual will build working proficiency across the full investor lifecycle and be deployed where coverage is needed most, potentially on short notice. The individual will primarily work within the Salesforce platform, alongside supporting client systems and document repositories, to deliver high-level, fast-paced investor service support. The role requires close collaboration with individuals at all levels and across a variety of teams at the client. The position requires strong listening comprehension and communication skills and the ability to multitask and prioritize across concurrent workstreams. The duties and responsibilities described here are not exhaustive, and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by CFGI in its sole discretion. Responsibilities Include: Investor Onboarding Coordinate with various client stakeholders to enter new investor data into Salesforce while maintaining records and trackers and uploading documents to the system of record. Review investor documents from the online database and shared inbox for completeness, then enter key data from subscription documents and side letters into Salesforce, ensuring accuracy through Manager-level approval. Investor Document Posting Upload investor reporting and notices to the investor website. Generate investor contact reports in Salesforce to identify the relevant population, then draft investor communications, coordinate Fund Management review, and send upon approval. Correspond with client stakeholders on document timing, errors, and presentation to ensure quality and consistency. Work with internal support teams to troubleshoot document-posting errors. Investor Request Queue Coordination & Management Support the centralized investor request queue in Salesforce, including research and completion of requests. Collaborate with client teams to resolve inquiries, following escalation procedures as needed. Manage client and investor expectations through high-touch, personalized communication, ensuring quality and consistency on assigned requests. Maintain flexibility around work schedules and monitor emails outside of normal working hours based on client needs. Investor Contact Management Update investor contact information, manage reporting website access, and respond to investor requests. Manage the Salesforce contact changes distribution list and coordinate updates as needed. What You Must Have 1-5 years of experience. What Sets You Apart Client service experience, including experience managing elevated client or stakeholder expectations. Experience coordinating across multiple stakeholders or teams to execute requests, resolve issues, or complete defined processes. Experience managing multiple concurrent projects, requests, or workstreams in a deadline-driven environment. Experience reviewing documents, records, or data for completeness and accuracy and maintaining information within structured systems or trackers. Experience communicating directly with clients, customers, investors, or other external stakeholders. Nice to Have Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field. Familiarity with Salesforce, SharePoint, or another CRM, workflow, or document-management system. Intermediate or advanced Microsoft Excel skills. Exposure to financial services, asset management, private equity, fund administration, investor services, or similar financial operations. Experience supporting investor onboarding, investor reporting, investor communications, subscription documents, side letters, or investor contact management. Who Thrives Here Strong listener and communicator who can understand requests quickly and communicate clearly across teams. Organized, detail-oriented, efficient, and diligent, with a strong focus on accuracy and follow-through. Self-directed and able to prioritize effectively while managing changing demands. Analytical and thoughtful when researching issues and determining appropriate next steps. Adaptable and comfortable operating with ambiguity and shifting priorities. Collaborative and effective working both independently and as part of a team. Dependable, ethical, and comfortable handling confidential and proprietary information. Comfortable working in a fast-paced, demanding, and international environment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

  • Mount Rainier, MD

  • no content

Sales Development Representative (New York)

Company Description City Hive, Inc. is a leading omnichannel digital commerce and data platform serving the wine, beer, and spirits industry. City Hive connects retailers with wholesalers, distributors, and suppliers through a unified platform that helps merchant partners increase sales, improve operations, and strengthen customer engagement. Role Description City Hive is looking for a Sales Development Representative to join a new team focused on helping our existing merchant network unlock additional growth opportunities across marketplaces and direct e-commerce. Unlike a typical SDR role focused primarily on generating leads and booking meetings, you'll work directly with existing City Hive merchants and own the process from initial outreach through successful activation. You'll proactively identify opportunities for merchants to expand their businesses across new channels, guide them through onboarding, resolve issues that could prevent activation, and ultimately get them live. This role is ideal for someone who is highly motivated, comfortable on the phone, organized, persistent, and excited by measurable goals. Your success won't be measured by how many meetings you book—it will be measured by how many merchants you successfully get live. Qualifications We're looking for someone who is naturally comfortable taking ownership and driving toward measurable results. You don't need to come from a traditional sales background, but you should be comfortable speaking with business owners and proactively reaching out throughout the day. The strongest candidates will have: Strong verbal and written communication skills Confidence making a high volume of outbound calls and speaking directly with business owners A persistent, follow-through-oriented approach Strong organizational skills and the ability to manage a large pipeline of merchants simultaneously Comfort working toward clear monthly performance goals The ability to learn new software and explain technology in simple terms Strong problem-solving skills and a willingness to troubleshoot onboarding issues rather than simply passing them along A collaborative attitude and willingness to share what's working and what isn't with the broader team The ability to work from our New York City office Experience in customer success, account management, sales development, business development, merchant onboarding, e-commerce, SaaS, or marketplace operations is helpful but not required. Compensation This role includes a $55,000 base salary plus uncapped performance incentives tied directly to results. At target performance, annual compensation is approximately $79,000 . High-performing representatives can earn approximately $94,000 annually , with additional uncapped upside for performance above target.

  • Grand Central, NY

  • no content

Registered Client Service Associate (Jackson)

At TalentWealth Recruiting, we partner with premier independent wealth management firms across the country to connect exceptional professionals with outstanding career opportunities. Our client, an established and highly respected independent wealth management firm in Jackson, MI , manages more than $700 million in client assets and is seeking an experienced Registered Client Service Associate to join its growing team. This is an excellent opportunity for an experienced wealth management professional who enjoys building relationships with clients and wants a role that extends beyond traditional account administration. The person hired will work closely with Financial Advisors and clients throughout the wealth management process, with the opportunity to eventually participate in client meetings in a second-chair capacity . What You'll Do Serve as a primary point of contact for clients, providing responsive, proactive, and highly personalized service. Partner closely with Financial Advisors to manage client relationships and ensure follow-up items are completed accurately and on time. Prepare for client review and planning meetings by gathering account information, updating client data, preparing reports, and coordinating meeting materials. Participate in client meetings as experience and knowledge of the firm's clients grow, with the opportunity to eventually serve in a second-chair capacity alongside the Financial Advisor . Track and execute action items resulting from client meetings, coordinating with advisors, clients, custodians, and other professionals as needed. Assist with the financial planning process, including gathering client information, maintaining accurate data, and updating financial planning software. Handle account opening, maintenance, transfers, distributions, contributions, beneficiary changes, money movement, and other client service requests. Coordinate with custodians and other third-party providers to resolve client service and operational issues. Maintain accurate and complete client information within the firm's CRM and other technology platforms. Proactively manage workflows, deadlines, and outstanding client requests to ensure nothing falls through the cracks. Assist with required documentation and help ensure client records remain current and compliant with firm and industry requirements. For appropriately licensed individuals, assist with trade-related requests and other activities permitted by the individual's registrations and firm procedures. Identify opportunities to improve client service processes, workflows, and the overall client experience. Collaborate with other members of the team and provide support across the practice as needed. What We're Looking For Previous experience in a Client Service Associate, Registered Client Service Associate, Wealth Management Associate, or similar role within a financial advisory, RIA, or wealth management environment. Strong understanding of investment accounts, financial products, and the day-to-day service needs of wealth management clients. Excellent organizational skills with the ability to manage multiple client requests, workflows, and deadlines simultaneously. A proactive mindset—you anticipate what clients and advisors will need rather than simply waiting for instructions. Strong attention to detail and commitment to accuracy. Excellent written and verbal communication skills and the confidence to interact directly with clients. Professional presence and an interest in becoming increasingly involved in client relationships and meetings. Comfortable learning and working across CRM, financial planning, portfolio reporting, custodian, and other wealth management technology platforms. Ability to work both independently and collaboratively as part of a team. Education & Licensing Bachelor's degree preferred, but relevant industry experience will be strongly considered. FINRA Series 7 and 66 preferred, but not required. Experienced wealth management candidates who do not currently hold the Series 7 and 66 are encouraged to apply. This position is particularly well suited for someone who enjoys the client service and relationship side of wealth management and wants the opportunity to become more involved in the planning and client meeting process over time .

  • Jackson, MI

  • no content

Executive Assistant - 408916 (New York)

Client Overview Our client, a creative, fast-growing marketing and advertising agency, is seeking an Executive Assistant to support senior leadership and help keep day-to-day operations running smoothly. Known for its collaborative culture, innovative campaigns, and high-profile clientele across lifestyle, entertainment, and consumer brands, the agency offers an exciting opportunity within a dynamic creative environment. Salary/Hourly Rate $40/hr Position Overview The Executive Assistant will provide high-level administrative and organizational support to senior leaders and key members of the agency. This role requires someone who can anticipate needs, manage competing priorities, maintain complex schedules, and serve as a trusted point of contact across internal teams. The ideal candidate is polished, resourceful, detail-oriented, and comfortable operating in a fast-paced, deadline-driven creative environment. This is an excellent opportunity for an administrative professional looking to build experience supporting executives within the marketing, advertising, and creative industries. Responsibilities Of The Executive Assistant Provide proactive administrative and executive support to senior leadership, department heads, and key team members. Manage complex calendars, coordinate meetings, schedule appointments, and resolve scheduling conflicts. Prepare meeting agendas, materials, presentations, decks, reports, and other executive-facing documents. Coordinate internal and external meetings, including conference rooms, video calls, and meeting logistics. Serve as a professional point of contact for internal teams, clients, vendors, and external partners. Coordinate domestic and occasional international travel arrangements, including itineraries, accommodations, and transportation. Assist with expense reporting, invoice tracking, and other administrative processes for senior staff. Monitor calendars, deadlines, follow-ups, and deliverables to ensure priorities stay on track. Anticipate executive needs and proactively address scheduling, logistical, and administrative requirements. Maintain organized digital files, contact databases, and confidential information. Support preparation for client meetings, presentations, events, and team off-sites. Assist with onboarding, team events, office logistics, and other operational initiatives. Manage day-to-day correspondence and internal communications as needed. Serve as a reliable resource for executives and team members, helping troubleshoot issues and keep projects moving. Take ownership of special projects and provide cross-functional support as priorities evolve. Required Experience/Skills For The Executive Assistant 3-5 years of experience in an Executive Assistant, Administrative Assistant, Coordinator, or similar support role. Strong calendar management and organizational skills. Excellent written and verbal communication skills. Ability to manage multiple priorities, shifting deadlines, and competing requests with professionalism. Strong attention to detail and follow-through. Proactive approach with the ability to anticipate needs rather than simply react to requests. Professional and polished demeanor when interacting with executives, clients, and external contacts. Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Ability to handle sensitive and confidential information with discretion. Comfortable working independently while collaborating across multiple teams. Preferred Experience/Skills For The Executive Assistant Prior experience supporting executives, senior leadership, or department heads. Experience within a marketing, advertising, PR, media, entertainment, or creative agency environment. Familiarity with Slack, Google Workspace, Asana, or similar collaboration and project-management platforms. Experience coordinating travel, meetings, events, and executive schedules. Interest in creative industries, branding, media, and advertising. Experience working in a high-volume environment where priorities can shift quickly. Education Requirements Bachelor’s degree preferred. Benefits Opportunity to convert to a full-time Executive Assistant role. Exposure to senior leadership and high-profile clients within the creative industry. Access to industry events and networking opportunities. Supportive, collaborative, and creative team environment. Atrium Care Package available, upon eligibility, including healthcare plans, discount programs, and paid time off.

  • Grand Central, NY

  • no content