Consulting Solutions Executive Data Modernization & Cloud Migration (Chicago)

Consulting Solutions Executive - Data Modernization & Cloud Migration Location: Chicago, IL (Must Reside in the Chicago Metro Area) Overview Kforce Consulting Solutions is seeking a highly motivated Consulting Solutions Executive to drive growth across the Chicago market. This individual will be responsible for developing and expanding client relationships while selling consulting services focused on Data Modernization, Cloud Migration, AI & Data Platforms, Digital Transformation, and related technology initiatives. The ideal candidate brings a proven track record of selling professional services and consulting solutions, understands enterprise technology transformation, and has established relationships with senior technology and business decision-makers throughout the Chicago market. Responsibilities Develop and execute a territory strategy focused on enterprise organizations in the Chicago region. Generate new business opportunities and expand existing client relationships. Sell consulting services related to: Data Modernization Cloud Migration & Cloud Transformation Data Platforms & Analytics AI & Data Solutions Application Modernization Infrastructure & Platform Transformation Build relationships with CIOs, CTOs, CDOs, VP Technology, VP Engineering, and other executive decision-makers. Collaborate with solution architects, practice leaders, and delivery teams to develop client solutions. Lead discovery conversations to identify business challenges and transformation opportunities. Develop proposals, statements of work, and consulting engagements. Manage the entire sales lifecycle from prospecting through contract execution. Consistently achieve and exceed revenue and gross margin targets. Represent Kforce Consulting Solutions at client meetings, networking events, and industry functions. Required Qualifications 7 years of experience selling technology consulting, professional services, or managed solutions. Experience selling Data Modernization and/or Cloud Migration engagements. Demonstrated success selling into enterprise and mid-market organizations. Experience building executive-level relationships and navigating complex sales cycles. Strong consultative and value-based selling skills. Ability to communicate business and technical value to both executive and technical audiences. Proven history of generating net-new logos and expanding strategic accounts. Must currently reside in the Chicago metropolitan area. Preferred Qualifications Experience selling solutions involving: Microsoft Azure AWS Google Cloud Platform (GCP) Databricks Snowflake Microsoft Fabric AI & Machine Learning initiatives Prior experience with a consulting, systems integrator, or technology services organization. Existing network of technology leaders throughout the Chicago market. Experience partnering with cloud providers and technology alliances.

Attorneys (Chicago)

Senior Litigation Attorney – Plaintiff’s Serious Torts Litigation Location: Downtown Chicago, IL (In-Office) Position Type: Full-Time Experience Level: Senior & Junior Attorneys (3-10 years litigation experience preferred) Compensation: Competitive salary commensurate with experience, generous fee-split on originated cases, performance-based bonuses About Us We are a growing plaintiff’s law firm with over 70 years of experience representing individuals and families in complex, high-stakes litigation. Our focus is on serious and catastrophic injury cases, including medical malpractice, trucking accidents, nursing home and institutional abuse, civil rights violations, and sexual abuse. Our attorneys have secured landmark verdicts and settlements, including first impression cases that have shaped Illinois law. We are looking for a seasoned, passionate, and strategic litigators to join our team and help us continue fighting for justice on behalf of our clients. What You’ll Do •Lead and manage high-value litigation from intake through trial or settlement •Work closely with partners and support staff in a collaborative team environment •Conduct plaintiff, defendant, and expert depositions, including standard of care and causation •Draft and argue motions, prepare discovery responses, and manage case strategy •Represent clients in court at hearings, mediations, and trials •Take initiative on case development, including client communication and litigation planning •Help mentor junior attorneys and contribute to the overall growth of the firm What We’re Looking For •Minimum 4-10 years of civil litigation experience, preferably in plaintiff’s or Defense attorney personal injury or medical malpractice •Proven deposition experience, especially with experts in standard of care and causation •Strong writing, analytical, and courtroom advocacy skills •Highly organized, detail-oriented, and able to manage multiple matters independently •Licensed to practice law in Illinois and in good standing •Bilingual in English/Spanish is a plus •Trial experience strongly preferred Why Join Us? •Work on impactful cases that create change and set legal precedent •Join a firm that values collaboration, innovation, and excellence in advocacy •Flexible fee-split opportunities for attorneys who originate their own cases •Supportive culture that invests in your professional growth and development •Zoom interviews available for your convenience Ready to Apply? We’d love to hear from you. Please submit a brief email introduction along with your updated resume. Job Type: Full-time Benefits: 401(k) 401(k) matching Holiday & Paid time off Referral program Health Insurance Supplemental Pay: Bonus pay on firm cases for settlement & trial. Work Location: One location

Data Center Construction Superintendent (Boydton)

Superintendent – Data Center Day-Two Construction Location: Onsite- Boydton, Virginia Employment Type: Full-time Position Summary The Superintendent owns field execution for day-two construction at an active data center campus in Boydton, Virginia. This position leads the project from mobilization through final turnover, with responsibility for safety, security, production, quality, schedule, operational continuity, and field accountability. The Superintendent coordinates upgrades, expansions, retrofits, equipment replacements, tie-ins, and infrastructure improvements in a live, mission-critical environment. The successful candidate must understand the risks associated with working around active critical systems and execute the work with zero unplanned disruption to facility operations. Essential Duties and Responsibilities Manage daily field operations in an active, mission-critical data center while maintaining safety, security, quality, and uninterrupted facility operations. Lead day-to-day field execution with responsibility for schedule, production, coordination, cost awareness, and accountability. Coordinate subcontractors and trades, including manpower, materials, equipment, work areas, logistics, deliveries, access, and construction sequencing. Coordinate electrical, mechanical, controls, fire protection, structural, architectural, and low-voltage scopes. Direct subcontractors and field personnel, remove roadblocks, resolve trade conflicts, and hold project teams accountable for performance. Manage short-term planning and production by leading coordination meetings, developing look-ahead plans, monitoring progress, and implementing recovery measures. Lead daily coordination meetings, subcontractor planning sessions, pre-installation meetings, toolbox talks, and high-risk activity reviews. Identify and communicate emerging issues early so they can be resolved before affecting safety, security, cost, schedule, quality, or data center operations. Communicate project status, constraints, and risks to project stakeholders while coordinating timely solutions to field and operational issues. Escalate unresolved field issues and critical-system risks promptly to project leadership, client representatives, and the Operations team. Coordinate closely with the Operations team for MOPs, shutdowns, tie-ins, energizations, energized work, system impairments, equipment start-ups, testing, and other high-risk activities. Verify that required permits, approvals, notifications, contingencies, back-out plans, and qualified personnel are in place before critical work begins. Review and enforce approved methods of procedure, standard operating procedures, emergency operating procedures, lockout/tagout plans, and change-control requirements. Identify system impacts, access limitations, operating constraints, and potential conflicts before work begins. Stop work when conditions differ from the approved plan or when safety, security, quality, or operational continuity may be compromised. Protect existing equipment, utilities, critical infrastructure, occupied spaces, and operational systems throughout construction. Maintain compliance with project safety plans, site policies, security protocols, contract documents, approved submittals, and applicable regulatory requirements. Manage site access, badging, escorts, restricted areas, material staging, delivery schedules, work zones, housekeeping, and daily logistics. Enforce quality-control and workmanship standards through field inspections, installation verification, deficiency tracking, and punch-list management. Verify that installations comply with drawings, specifications, approved submittals, manufacturer requirements, applicable codes, and client standards. Review drawings, specifications, RFIs, submittals, coordination documents, and change information before field execution. Maintain accurate documentation in Procore, including daily reports, progress photographs, inspection records, issue logs, schedule updates, punch lists, redlines, and as-built information. Coordinate inspections, pre-functional checks, testing, commissioning readiness, system start-up, turnover, and project closeout. Drive deficiency and punch-list completion while ensuring systems and spaces are fully ready for client acceptance. Mentor assistant superintendents and field personnel while establishing clear expectations for leadership, communication, and accountability. Support the project goals of zero injuries, zero quality escapes, and zero unplanned operational disruptions. Required Qualifications At least 10 years of construction experience, including significant superintendent-level responsibility on commercial or industrial projects. At least 2 years of direct data center construction experience, preferably involving active, mission-critical facilities and day-two work. Experience performing upgrades, renovations, expansions, or equipment replacements in operating facilities. Strong knowledge of critical electrical and mechanical systems, including electrical distribution, switchgear, generators, UPS systems, cooling equipment, controls, fire protection, and life-safety systems. Experience coordinating MOPs, shutdowns, tie-ins, energizations, testing, equipment start-ups, and commissioning activities. Ability to read and interpret construction drawings, specifications, schedules, submittals, contracts, and technical procedures. Proven ability to lead multiple subcontractors and complex scopes under demanding schedule and operational constraints. Strong understanding of construction safety, quality control, scheduling, change management, commissioning, and operational-risk management. Proficiency with Procore and standard construction documentation processes. Excellent leadership, organization, documentation, problem-solving, and communication skills. Ability to work nights, weekends, holidays, and scheduled shutdown periods when required. Willingness to travel or remain in the Boydton, Virginia area for the duration of the assignment. Valid driver’s license. Preferred Qualifications Prior hyperscale data center construction experience. Experience working under formal change-control and critical-environment protocols. Experience leading electrical and mechanical infrastructure tie-ins in operating facilities. OSHA 30 certification. First Aid/CPR certification. Familiarity with Bluebeam, Microsoft Project, Primavera P6, and similar construction-management platforms. Physical and Work Requirements Ability to walk active construction sites for extended periods. Ability to climb ladders and stairs and work around operating equipment. Ability to lift up to 50 pounds when necessary. Ability to work indoors and outdoors in varying weather conditions. Ability to comply with all project safety, security, badging, background-screening, and substance-testing requirements. Successful Candidate Profile The successful candidate is a hands-on field leader who anticipates problems, communicates constraints early, and understands the consequences of construction activity around live critical infrastructure. This individual plans work thoroughly, escalates risks promptly, maintains accurate documentation, holds the field team accountable, and delivers safe, high-quality results without unplanned operational disruption.

Entry-Level 360 Recruitment Consultant (Miami)

Entry-Level 360 Recruitment Consultant Miami, Florida | Full-Time | Office-Based $55,000 Base Salary Uncapped Commission Looking to start a career in sales? You might have just graduated, have some experience in sales or retail, or simply be looking for a career where you can actually see where your hard work can take you. At InterEx Group, we’re growing our Miami team and looking for ambitious people who want to build a career in sales and recruitment . You don’t need recruitment experience. You don’t need to know everything about the tech industry. What we’re looking for is someone who is competitive, confident, resilient, coachable and motivated to succeed. What is 360 recruitment? Think of it as a sales role where you’re building your own network and, eventually, your own book of business. You’ll be speaking to candidates and businesses every day, building relationships, developing new business, negotiating, closing deals and working towards clear targets. The better you perform, the more you can earn and the quicker you can progress. What will you actually be doing? You’ll learn how to: Build relationships with candidates and clients across specialist technology markets Pick up the phone and confidently speak to new people Source and engage high-quality candidates Develop new business and build your own client relationships Understand what businesses are looking for when they hire Negotiate and close deals Manage the recruitment process from first conversation through to placement Work towards clear weekly and monthly sales targets Build your own specialist market and become an expert in it Who are we looking for? We hire for potential , not the finished article. You could be a great fit if you: Have recently graduated or have some early career experience Want to build a career in sales Are financially motivated and like the idea of uncapped earning potential Have a competitive side and enjoy working towards targets Are comfortable picking up the phone and speaking to new people Can deal with setbacks and keep going Want feedback and genuinely act on it Enjoy being around ambitious people Want a career where progression is based on what you achieve Maybe you’ve played competitive sport, worked in retail, hospitality or another target-driven environment, been part of a fraternity or sorority, held a leadership position or simply always been the person who sets themselves goals. A sporting background isn’t essential, but it would be of interest to us. We’re also interested in people who live structured and disciplined lives outside of work, whether that’s through training, sport, personal goals or other commitments. We’re interested in the mindset behind your experience. Why InterEx Group? Starting a new career can be daunting, which is exactly why development is such a big part of what we offer. You’ll get: $55,000 base salary uncapped commission 12-week structured training programme Ongoing 1:1 coaching and development Clear, performance-based career progression Performance incentives and rewards International opportunities The opportunity to specialise in high-growth technology markets Hands-on support from experienced recruiters and leaders The chance to build your own desk and take real ownership of your career We don’t expect you to walk through the door knowing how to recruit. We’ll teach you that. What we can’t teach is the drive to want more for yourself. If you’re in Miami and looking for an entry-level sales career where your earning potential and progression are directly linked to your performance, we’d love to speak to you. Apply today or reach out to the InterEx Group Talent Acquisition team to find out more: [email protected]

Vice President Marketing Development (Miami)

Reporting directly to the CEO, the Vice President of Marketing & Growth will lead the strategy, execution and team responsible for growing guest awareness, traffic, loyalty and lifetime value across every channel. This role offers a clear path to becoming the company's Chief Marketing Officer as the company scales. Position Summary The Vice President of Marketing & Growth is responsible for building marketing organization and driving measurable business growth. This leader will oversee brand strategy, guest acquisition, first-party digital, third-party marketplaces, catering marketing, innovation launches, and local restaurant marketing while partnering closely with Operations, Culinary, Finance and Technology. Success will be measured by increased guest traffic, stronger brand awareness, improved loyalty, higher AUVs, increased catering sales and profitable growth. Key Areas of Responsibility Brand & Guest Growth Define and execute long-term brand strategy. Build a distinctive brand through storytelling, PR, partnerships and community engagement. Develop local marketing programs that drive restaurant traffic. Ensure brand consistency across every guest touchpoint. Digital & Customer Growth Lead first-party growth through CRM, loyalty, lifecycle marketing and digital ordering. Own third-party marketplace strategy across Uber Eats, DoorDash and future partners. Improve guest acquisition, retention, frequency and lifetime value. Develop personalization strategies using customer data and AI. Commercial Growth Partner with the Director of Catering to build a scalable catering demand engine. Lead the annual promotional calendar and innovation pipeline alongside Culinary and Operations. Develop new restaurant opening marketing strategies and launch plans. Identify new partnerships and revenue opportunities that accelerate growth. Analytics & Marketing Operations Build KPI dashboards and marketing performance reporting. Establish ROI and ROAS measurement across all marketing investments. Use AI and automation to improve efficiency, personalization and decision-making. Manage marketing technology, agency partners and vendor relationships. Leadership Recruit, develop and lead a high-performing marketing team. Foster a culture of creativity, accountability and continuous improvement. Partner cross-functionally with Operations, Culinary, Finance, Technology and HR to align marketing with company priorities. Who You Are You are an entrepreneurial marketing leader who thrives in high-growth environments. You combine strategic thinking with operational discipline and understand how to build both brands and teams. You are equally comfortable discussing creative direction, guest behavior, marketplace economics and business performance. You understand that great marketing is measured not by campaigns, but by business results. Restaurant, hospitality or consumer brand leadership experience is strongly preferred.

Nephrologist (Knoxville)

This is a private group with multiple Dialysis centers. The Nephrologist will provide comprehensive inpatient and outpatient care to individuals with acute and chronic kidney diseases, including the management of hypertension, electrolyte disorders, and complex renal conditions. Day-to-day responsibilities include evaluating patients, ordering and interpreting diagnostic tests, developing treatment plans, overseeing dialysis therapies, and coordinating care with primary care clinicians, surgeons, and other specialists. role involves participation in This is a full-time, on-site role based in Knoxville, TN, requiring active participation in hospital and clinic activities. This is mostly office based. Qualifications Candidates should possess strong clinical skills in Medicine and Nephrology, with the ability to manage a wide range of kidney-related conditions. Candidates should possess skills in Dialysis and Hemodialysis management, including prescribing treatments and monitoring patient response. Board certification or eligibility in Nephrology and completion of an accredited Internal Medicine residency and Nephrology fellowship. Current or eligible medical license in the state of Tennessee, with a commitment to evidence-based, patient-centered care. Strong communication, teamwork, and documentation skills, with the ability to work effectively in an academic medical center environment. Interest in teaching, clinical research, or quality improvement initiatives is beneficial.

Associate Account Manager - Sales Academy (Tysons Corner)

Associate Account Manager (Paid Training Program) Location: Tyson's Corner Starts: November 9 Looking for a career in sales but don't know where to start? Artech Academy is designed for ambitious, early-career professionals who want to learn, grow, and build a successful career in business development and account management. This is a full-time, paid training program offering base salary with aggressive commissions, benefits, and 401(k) starting on day one. This is a hybrid role in our Tyson's Corner office, 4 days a week onsite, 1 day remote. What You'll Learn Recruiting and talent acquisition fundamentals Sales and account management skills Business development and relationship building Working with Fortune 500 clients Negotiation, networking, and communication techniques What Makes This Opportunity Different? Hands-on training from industry leaders Clear career growth path Real-world experience from day one Fast-paced, high-energy environment Opportunity to build a long-term career with a leading staffing company Who We're Looking For Competitive and motivated individuals Strong communicators who enjoy connecting with people Recent graduates or professionals early in their careers who have experience in a client-facing role (sales of any kind, hospitality, retail, alumni call centers) Individuals eager to learn sales, recruiting, and business development Team players with a strong work ethic and drive to succeed Why Artech? Artech is a leading staffing and workforce solutions company supporting many of the world's top brands. We invest in our people, provide exceptional training, and promote from within. If you're driven, coachable, and ready to build a career where your effort directly impacts your success, Artech Academy is the perfect place to start. Apply today and start building your future. Artech Information Systems LLC is an Equal Opportunity / Affirmative Action Employer and does not discriminate because of age, color, disability, ethnicity, marital or family status, national origin, race, religion, sex, sexual orientation, military veteran status, or any other characteristic protected by law. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. About Artech Information Systems LLC Artech is an employer-of-choice for over 7,800 consultants across the globe. We recruit top talent for over 80 Fortune and Government clients coast-to-coast across the U.S., India, and China. Artech is one of the fastest-growing companies in the U.S.

Sales Director (Princeton)

QLM Search is partnering a specialist ingredients/Flavors/chemicals group that is looking to appoint a Sales Director. Reporting to the President and forming part of the commercial and business leadership team, the role will be instrumental in delivering their 3 - 5 year commercial strategy in this specialist distribution Ingredient portfolio. Key Responsibilities -Develop and execute effective Ingredient category management strategies to drive sales and profit growth for the business. -Analyse market trends, customer insights and competitor activities to identify new business opportunities and develop strategies to maximize sales potential. -Build strong relationships with key customers and stakeholders to ensure the business is meeting their needs and driving customer satisfaction. -Develop and maintain strong relationships with internal departments to ensure alignment and collaboration across the business. -Collaborate with the marketing team to develop effective marketing campaigns and product launches. Candidates MUST have proven experience as a Sales Director within the B2B Flavor/Fragrance/Chemicals Ingredients (ideally with a mix of distributor and manufacturer experience) and will have excellent new business, key account leadership and communication skills. You need strong knowledge of category management strategies across Ingredients with a track record of driving growth through effective implementation.

Assistant Store Manager (Fairfax)

Area Manager, Store Operations As an Area Manager at Wegmans, you will lead multiple departments and partner with other areas of the store to ensure incredible customer service is provided, products are well merchandised and ensure Wegmans remains a great place to work. What You'll Do Lead with our values, coach and develop department managers and employees across multiple operational areas. Foster incredible knowledge-based service by ensuring departments work together to create a seamless total shopping experience for customers. Drive operational excellence through effective forecasting and staffing, financial, people and operational measures. Ensure high standards for food safety, human safety, product quality, and regulatory compliance. Lead merchandising initiatives, seasonal plans and sales-driving strategies. Partner with corporate teams and vendors to support business objectives and customer needs. Lead and execute store events and operational priorities. Respond to changing business needs, respond quickly to emergency situations, and lead continuous improvement efforts. Champion Wegmans values while building an engaged, inclusive, and high-performing team. Required Qualifications Leadership experience in retail, grocery, hospitality, food service, customer service, operations, or a related environment. Experience interviewing, performance management, employee development and managing financials. Strong communication, relationship-building, and problem-solving skills. Enthusiasm for and knowledge of relevant products and services Systems aptitude and the ability to adapt in a fast-paced environment. Preferred Qualifications 2 or more years of department leadership experience. Experience leading managers and developing future leaders. Retail, grocery, food service, merchandising, service, or perishable operations experience. Bachelor's degree or equivalent leadership experience.

Enterprise Quality Manager (Lorton)

Enterprise Quality Manager Location: Lorton, Virginia Sector: Aerospace & Defense / Advanced Manufacturing Salary: $140,000–$165,000 benefits Vallum Associates is supporting a leading aerospace and defense organization in the appointment of an Enterprise Quality Manager based in Lorton, VA. This senior position will provide Quality leadership across the Lorton operation while supporting wider Enterprise Quality initiatives. The role covers quality compliance, audit readiness, Quality Management Systems, corrective action and continuous improvement, working closely with Engineering, Operations, Program Management and Supply Chain. Key Responsibilities Lead quality compliance activities covering AS9100, ISO 9001, CMMI, DCMA and customer audits. Coordinate audit preparation, findings, corrective actions and follow-up. Support the development and continuous improvement of the Enterprise Quality Management System. Develop quality metrics, dashboards and reporting to identify trends, risks and improvement opportunities. Lead root cause analysis and systemic corrective-action initiatives. Provide Quality leadership across prototype, development and low-volume production programs. Support program Quality Plans and ensure contractual and customer requirements are appropriately implemented. Work with Supplier Quality and Inspection teams on supplier and product quality issues. Mentor Quality professionals and act as a senior technical resource across the organization. Required Experience 10 years within Quality Engineering, Quality Management, Manufacturing or a related technical environment. Strong knowledge of AS9100 and/or ISO 9001 . Experience leading internal, external and customer audits. Strong root cause analysis, corrective action and continuous improvement experience. Experience working across Engineering, Operations, Programs and Supply Chain. Bachelor's degree in Engineering, Quality, Manufacturing or a related discipline, or equivalent experience. Strong leadership and stakeholder-management skills. Experience within aerospace, defense or government contracting is highly desirable, particularly exposure to CMMI, DCMA, AS9102, NPI/prototype manufacturing, Lean/Kaizen or enterprise QMS environments . Interested? For a confidential discussion, please contact: Stephen Stuart VP Engineering | Vallum Associates [email protected]

Recruiter (New York City Metropolitan Area)

Senior / Principal Recruiter Remote | US For recruiters who are already performing at a high level and want the flexibility, earning potential and calibre of team to match. If you're an experienced 360 recruiter in cybersecurity who has built a strong desk, won your own clients and now want to take things to another level, this could be a very interesting move. My client is a specialist technology recruitment business with a world-class reputation in cybersecurity , working with some of the most exciting companies across the US technology ecosystem. Why this opportunity? This is a business built for high-performing recruiters who don't need to be micromanaged. You’ll have the freedom to work remotely, build your market your way and operate with genuine autonomy, while still having access to an exceptional team of experienced recruiters around you. There are multiple $1m billers within the business , giving you the opportunity to learn directly from people who have already built highly successful cybersecurity desks. The culture is ambitious and commercially driven, but importantly, it isn't cut-throat. People share knowledge, collaborate and want to see each other succeed. Remote doesn't mean disconnected You can work from anywhere in the US, with the flexibility that comes with a genuinely remote-first business. But the company also understands that great recruitment is built through relationships. They invest heavily in getting their recruiters in front of clients, candidates and the wider cybersecurity community , including: Industry conferences Client and candidate dinners Networking events Face-to-face meetings Regular team meet-ups and off-sites So you get the best of both worlds: remote flexibility without sacrificing culture, relationships or collaboration. The market Cybersecurity sits at the heart of the business. You'll be working with high-growth technology companies, startups, scale-ups and established organisations where access to exceptional security talent is genuinely business-critical. The wider business also operates across areas including software engineering, AI, data, go-to-market and executive search, giving you access to a broader technology ecosystem. What they're looking for They're looking for a proven 360 cybersecurity recruiter who can demonstrate: • A strong track record of winning new business • Consistent high billings, ideally $300k • Genuine cybersecurity recruitment expertise • The ability to build and own a market • Commercial maturity and autonomy • Ambition to push towards $1m billings • A collaborative approach and desire to learn from exceptional people You don't need to already be billing $1m. But you do need to know how to win clients, build relationships and create your own opportunities. This isn't a delivery-only role and it isn't an environment where you'll simply be handed jobs. What you get ✓ Fully remote across the US ✓ Senior / Principal level opportunity ✓ Strong base salary and commission structure ✓ Access to multiple $1m billers ✓ Exceptional cybersecurity market exposure ✓ Regular travel, conferences and team events ✓ Significant investment in client and candidate engagement ✓ Genuine autonomy and flexibility ✓ A high-performance culture without the politics If you're successful in your current environment but feel you've outgrown the platform around you , this is worth a conversation. World-class peers. Serious cybersecurity market exposure. Remote flexibility. And a genuine opportunity to build something substantial. Confidential conversations welcome.

Client Service & Operations Associate (New York)

COMPENSATION & BENEFITS $120,000 – $140,000 annually, based on experience. • 401(k) plan • Health insurance • Dental and vision coverage • Paid time off • Career growth opportunity to advance into an Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. NEW ACCOUNTS & ONBOARDING • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations • Route documents through eSignature (DocuSign) and track envelope status to completion • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects • Verify CIP/KYC documentation and establish client records in the CRM • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features ACCOUNT SERVICING & MAINTENANCE • Process address, beneficiary, registration, and standing instruction updates • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations • Process date-of-death transfers, inherited IRA setups, and account closures • Complete margin and options agreements; monitor and resolve Reg T and cash account calls • Serve as day-to-day contact for client service requests, portal access, and login or technical issues • Support alternative investment paperwork and custody documentation DATA, REPORTING & BILLING • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) COMPLIANCE & RECORDKEEPING • Maintain books and records in accordance with the firm's written supervisory procedures • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current • Support annual compliance reviews, mock audits, and regulatory or custodian requests • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer PROCESS & SYSTEMS • Build and maintain CRM workflows; keep client and household data accurate • Document and update standard operating procedures for recurring operational tasks • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams • Support integrations between Wealthscape and firm systems via Integration Xchange • Identify and implement improvements to reduce turnaround time and error rates QUALIFICATIONS • 3 years of operations or client service experience supporting financial advisors • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills • High attention to detail with the ability to manage multiple time-sensitive requests • Clear written and verbal communication with clients, advisors, and custodian service teams • Bachelor's degree preferred Series 7 and Series 66 (or Series 65/63) licenses are a major plus.