Logistics

Managing Director, Digital Investigations & Cyber Risk (New York)

THE POSITION: Reporting to the Managing Director & Head of Digital Investigations & Cyber Risk, the Managing Director will be responsible for helping to drive the expansion of the firm’s Digital Investigations and Cyber Risk practice, which provides a diverse range of investigative and forensic capabilities to clients. The qualified candidate will work with senior management on new business development and project execution, overseeing multidisciplinary teams, ensuring work quality and managing client relationships at the highest levels. WHAT THE JOB ENTAILS: Develop and execute a business development plan while working closely with Nardello & Co. senior management and staff. Actively grow the firm’s client base by generating significant new business and managing client relationships. The ideal candidate will have an active book of business that can be integrated into Nardello & Co. Direct overall case management process from proposal to delivery of technical support including digital forensics/incident response, security assessment and advice, incident preparedness, etc., to report production, including client relationships, staffing, budgeting, and quality control. In addition to managing the overall team, the candidate will be expected to be an active practitioner and have the ability to execute digital forensic analysis, including expert testimony. The ideal candidate will have prior expert witness experience. Participate in the training and development of more junior practice professionals. Assure the firm’s continued growth and expansion by helping to shape the firm’s overall strategy. YOUR BACKGROUND: Minimum 12 years of experience in digital forensic and cyber response services practice, including in senior management-level roles. A proven track record of developing a book of business. Deep experience in conducting complex, confidential investigations in both an investigative and advisory capacity. Experience in preparing, delivering, and defending expert analysis and testimony in litigation support and/or regulatory matters. Willingness and ability to actively support a broad range of engagement types in a hands‑on capacity. Effective verbal and written communication skills. High degree of attention to detail and work product quality. Strong interpersonal skills and ability to motivate and support high performing teams. A track record of demonstrating credibility, trust, enthusiasm, integrity, and ethics. Other skills of interest include business valuation, internal controls assessment and advisory, and high-volume forensic data analysis. Sector experience in financial services, technology, health care & life sciences also a plus. PROFESSIONAL QUALIFICATIONS: One or more digital forensics and incident response certifications, such as GCIH, GCFE, GCFA, CFCE, CCME or equivalent government forensic certifications. ENVIRONMENT DETAILS: Some travel is required. Hybrid working arrangement. Nardello & Co. offers employees a competitive compensation and set of benefits. Nardello & Co. is an equal opportunity employer. J-18808-Ljbffr

  • Grand Central, NY

  • no content

Global SAP Director – FICO & SD COE (Hybrid) (Boston)

SKG Consulting seeks a Director of SAP Solutions to lead end-to-end SAP delivery across the Americas, with global COE ownership for FICO and SD. The role drives delivery quality, stability, and continuous improvement of the SAP landscape to support business operations. This hybrid position requires strong leadership, deep SAP Finance expertise, and the ability to govern global standards while coordinating regional delivery across IT and finance functions. Travel is required. J-18808-Ljbffr

  • Boston, MA

  • no content

VP, Advisory Consulting - Wealth Management Growth (, AL, United States)

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts. The role drives advisor engagement, promotes adoption of the Wealth Management Platform (WMP), and grows advisory assets across the firm. The VP oversees regional consultants and aligns field work with home office strategy, reporting to the SVP, Advisory Consulting. The position requires deep knowledge of advisory platforms, 5 years in a similar role, and a willingness to J-18808-Ljbffr

  • Alabama

  • no content

Hybrid Deputy CFO & Data-Driven Finance Leader (Jennie Run Estates)

The College of Southern Maryland seeks an accomplished finance leader to report to the VP and CFO. The role will shape institutional financial strategy, multi-year planning, and operational budgeting in a collaborative, data-driven environment. You will develop sophisticated financial models, dashboards, and KPIs to guide executive decisions and stewardship across the college. A hybrid work arrangement and a commitment to integrity are expected. J-18808-Ljbffr

  • White Plains, MD

  • no content

Chief Financial Officer (Washington)

Job Title: Chief Financial Officer Department: Executive Location: Hybrid within the DC Metro area Reports to: President Direct Reports: Yes Classification: Exempt Position Type: Full-time Anticipated Pay Range at Commencement of Employment: $159,000 - $238,000 Blue Star Families Blue Star Families is the largest nonprofit dedicated to making military life better for families. Each year, we support over 1.5 million military- and veteran-connected family members through a national network of 300,000 members and local chapters in communities across the country. Our mission is simple and bold: We make military life awesome for families. We listen, share, partner, and act to deliver evidence-based, data-driven solutions that work for real people. We’re a lifestyle organization, a friend and neighbor, and a trusted partner. Our approach is collaborative, human-centered, and designed with the whole family in mind. A Blue Star Family is one with an immediate family member — a spouse, parent, or child — actively serving in the U.S. Armed Forces, including the Guard and Reserves. These families face unique challenges, including frequent relocations, deployments, career disruptions, and isolation. We respond with research-informed programs that create connection, build resilience, and foster a true sense of belonging. We serve with urgency but build trust over time — because change happens at the speed of trust. Whether we’re driving spouse employment, supporting caregivers, or helping communities welcome military families, we strive for upstream solutions. Who We’re Looking For: Bold thinkers. Fast movers. Smart collaborators. People who want to build, lead, and drive measurable change — and who care deeply about making an impact that matters. What You’ll Do Here: Solve complex challenges with data, heart, and humility Build cross-sector partnerships that get things done Help military families feel at home wherever they live If you're ready to work in a high-performance, mission-driven environment — and to make life better for those who serve — Blue Star Families is where you belong. As a fully remote organization, we rely on scheduled in-person gatherings to foster alignment, collaboration, and organizational culture. This role requires the ability to travel out of town overnight several times per year for staff offsites, planning retreats, and company-wide events. These gatherings are essential for connection, brainstorming, and staying strategically aligned across teams. Participation is required as a core part of the role. General Position Description The Chief Financial Officer (CFO) serves as a strategic leader and trusted advisor responsible for advancing Blue Star Families' mission through sound financial stewardship, operational excellence, and organizational innovation. Reporting to the President and partnering with the CEO, the CFO helps shape the financial future of a nationally recognized nonprofit organization, leveraging financial leadership and operational expertise to strengthen support for military and Veteran families across the country. As a member of the senior leadership team, the CFO helps shape and execute the organization's national strategy, providing guidance on financial planning, economic modeling, organizational growth, and long-term sustainability. The CFO oversees all fiscal and fiduciary responsibilities of the organization in partnership with the Board of Directors, including the Finance, Audit, and Investment Committees. The CFO also provides executive oversight of the organization's Technology function, ensuring enterprise technology, data, cybersecurity, and digital transformation initiatives effectively support operational excellence, organizational scalability, innovation, and mission impact. This is a hybrid position requiring regular on-site presence in a Blue Star Families office in addition to remote work. In-person attendance in a Blue Star Families office is an essential function of the role and is necessary to support collaboration, communication, and the successful performance of essential job responsibilities. Periodic overnight travel is an essential function of the role. Team members are required to travel several times per year to attend meetings, training, offsites, and organization-wide events. Attendance and participation in these in-person gatherings are necessary to support collaboration, organizational alignment, and the successful performance of essential job responsibilities. Key Job Functions Strategy Assess organizational performance against both the annual budget and BSF's long-term strategic plan. Develop financial and operational reporting tools that provide executive leadership with timely insights to support data-informed decision-making. Identify and evaluate new revenue opportunities and sustainable funding models. Evaluate the organization's operating model and identify opportunities to improve efficiency, effectiveness, and long-term sustainability. Partner with the Finance and Investment Committees on best practices, emerging trends, strategic priorities, and governance matters. Support committee planning, including annual objectives, meeting agendas, and engagement of external advisors (e.g., auditors and investment consultants). Lead long-term financial planning and cost management aligned with BSF's strategic plan, including financial evaluation of partnerships, sponsorships, acquisitions, and other strategic opportunities. Partner with technology leadership to align enterprise technology, data, and business intelligence strategies with organizational priorities. Evaluate and prioritize technology investments, balancing innovation, scalability, risk management, and financial stewardship. Financial & Operational Management Oversee accounting, financial reporting, and internal controls, ensuring compliance with Generally Accepted Accounting Principles (GAAP), regulatory requirements, and Office of Management and Budget Uniform Guidance. Coordinate all audit activities. Manage organizational cash flow, forecasting, and liquidity through robust projection models and reporting processes that maintain sufficient cash to meet operating needs. Optimize banking and financial institution relationships and implement strategies to strengthen liquidity and cash management. Lead the annual budgeting process and monitor organizational performance against approved budgets through regular financial reporting. Manage and monitor the performance of BSF's investments in accordance with policies and guidelines established by the Investment Committee. Partner with IT staff to evaluate, implement, and optimize financial systems and technology solutions that support organizational objectives. Provide executive oversight of enterprise technology, data governance, vendor relationships, and cybersecurity, ensuring technology investments, security practices, and information governance effectively support organizational operations and strategic objectives. Perform other duties as assigned. Required Experience, Skills, Background 10 years of progressively responsible leadership experience in finance and accounting, including advising senior executives and boards. Significant experience leading accounting, budgeting, financial reporting, and internal controls. A BS/BA in a related field. Certified Public Accountant (CPA) or Master of Business Administration (MBA). Demonstrated commitment to the Blue Star Families mission, with a reputation for integrity, collaboration, and servant leadership. Proven experience serving as a strategic thought partner to executive leadership and governing boards. Demonstrated ability to translate strategic priorities into operational and financial plans. Experience successfully partnering with IT staff to manage critical financial management systems. Exceptional written and verbal communication skills with the ability to engage stakeholders at all organizational levels. A collaborative and flexible leadership style with a strong service orientation. Demonstrated ability to develop sustainable funding strategies and evaluate innovative financing opportunities. Ability to travel locally as required to perform essential job responsibilities. Ability to work a flexible schedule, including evenings, weekends, and holidays, as necessary to perform essential job responsibilities. Ability to travel overnight on a limited basis to attend meetings, trainings, conferences, and organizational events. Desired Experience, Skills, Background Experience with nonprofits Experience working in a fast-paced dynamic environment Cultural competence in the military and Veteran community More About Blue Star Families Blue Star Families empowers military and Veteran families to thrive by connecting them with their civilian neighbors — both people and organizations — to create strong communities of mutual support. We believe we're all stronger when we take care of one another. Our groundbreaking research is raising the nation's awareness of the unique challenges of military family life. With the help of neighbors across the country, Blue Star Families is overcoming the isolation and alienation of frequent moves, deployments, and reduced support from the government. Our innovative

  • Rosslyn, VA

  • no content

Principal, Technical Architect (New York)

Principal, Technical ArchitectApplyremote type: Office - Flexiblelocations: New York - New York City Metro - Remote: California - Remotetime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 28, 2026 (30 days left to apply)job requisition id: JR351338*To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.*Job CategorySalesJob Details About Salesforce Salesforce is the 1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. About the RoleWe are seeking a seasoned, business-minded Technical Architect to join our PACE Solution Engineering organization at the convergence of Marketing Cloud, Data Cloud (Data360), and Agentforce. This role blends deep technical product expertise with solution selling, serving as a trusted advisor and expert architect across complex, high-value customer engagements. This is not just a technical role — it's a business ownership role. The ideal candidate operates as a seasoned pre-sales professional who commands the room with customers, translates sophisticated marketing and data challenges into compelling solution architectures, and drives technical wins that create real pipeline and revenue impact. In this role, you will sit at the intersection of modern data management, AI, and marketing technology — helping customers understand how a unified data foundation enables both intelligent automation and agentic marketing experiences. You will partner with Account Executives, Solution Engineers, Product Specialists, and cross-functional stakeholders in a team-of-teams model, acting as a force multiplier across the entire PACE OU. Key Responsibilities* Lead customer-facing technical engagements including discovery, solution architecture, technical strategy, custom demo builds & executive presentations* Own the technical win across complex, multi-product deals spanning Marketing Cloud, Data Cloud, and Agentforce* Architect enterprise-grade solutions at the convergence of marketing technology, modern data management, and AI — demonstrating clear, measurable business value* Design and articulate how Data Cloud (Data360) serves as the data foundation enabling AI-driven marketing automation and agentic use cases* Apply deep expertise in Agentforce for marketing, including both native agentic features & custom build-your-own marketing agents, as well as optimization workflows* Partner in a team-of-teams model, serving as a force multiplier for the broader PACE OU through enablement, reusable assets, and technical leadership* Contribute to team scale through repeatable solution patterns, demo assets, and best practices (40% of role)* Independently manage your book of business — owning priorities, pipeline, and engagement quality with a seasoned operator mindset Required Qualifications* 5–7 years of experience in solution architecture, pre-sales, or enterprise solution delivery with a track record of leading complex customer engagements* Deep hands-on expertise across the Salesforce Marketing Cloud ecosystem, including Marketing Cloud Engagement* Strong working knowledge of Data Cloud (Data360), including data ingestion, identity resolution, segmentation, and activation for marketing use cases* Familiarity with Agentforce and AI-driven use cases in the context of marketing, sales, or customer experience* Ability to articulate how modern data management enables AI and agentic applications — connecting the data layer to business outcomes* Strong solution selling instincts — comfortable leading discovery, shaping strategy, and influencing technical decisions at the executive level* Excellent communication skills across technical, marketing, and executive audiences Preferred Qualifications* Experience building or architecting agentic marketing applications using Agentforce, including custom agent development and campaign optimization use cases* Hands-on experience with Data Cloud for marketing activation, personalization, or journey orchestration* Background & xperience in enterprise marketing technology (CDP, MAP, CRM) and understanding of the modern marketing data stack including MDMs and Data Lakes* Experience contributing to team-scale efforts — enablement, reusable demos, solution plays, or technical workshops* Salesforce certifications in Marketing Cloud, Data Cloud, or Agentforce (or equivalent hands-on experience)* Comfort operating in a team-of-teams environment and acting as a subject matter expert for peer SEs and AEs What Success Looks Like in This Role* Own your business — managing a pipeline of technical engagements with the maturity and judgment of a seasoned operator* Earn trust quickly as the go-to technical authority on Marketing, Data Cloud, and Agentforce for your account teams* Architect and present complex, multi-product solutions that resonate with both technical evaluators and executive sponsors* Drive technical wins in competitive, high-stakes deals through superior solutioning, storytelling, and credibility* Contribute reusable assets, patterns, and enablement that make the entire PACE OU more effective* Help customers see the path from modern data management to AI-powered and agentic marketing outcomes What We Offer* High-impact pre-sales work at the frontier of AI, data, and marketing technology* A collaborative, high-performing team environment with a strong team-of-teams culture* Deep exposure to Salesforce's most strategic product areas — Agentforce, Data Cloud, and Marketing Cloud Next— at enterprise scale* Opportunities to shape the future of marketing transformation through innovation, enablement, and customer impact* Mentorship, technical leadership growth, and visibility across the PACE organizationUnleash Your PotentialWhen you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and *be your best*, and our AI agents accelerate your impact so you can *do your best*. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.Posting StatementSalesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.The typical base salary range for this position is $173,460 - $231,980 annuallyThere is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role i

  • Grand Central, NY

  • no content

Principal UI/UX Designer — Healthcare AI & Innovation (Irving)

Vizient, Inc. seeks Principal R&D UI/UX Designer to define and drive user experience strategy for next-generation healthcare platforms, focusing on AI, analytics, and human-centered design. You will partner with product and engineering leadership to envision inventive experiences for clinicians and health systems. You will lead usability, accessibility, and ethical AI design, mentoring others and shaping how cutting-edge technology improves lives. J-18808-Ljbffr

  • Irving, TX

  • no content

Global Risk Strategy & Claims Leader (Los Angeles)

Netflix is seeking a strategic, hands-on risk leader to shape and steward our risk philosophy across the company. You will lead a global team, oversee end-to-end risk and claims activities, and partner with cross-functional leaders to balance growth with prudent risk-taking. The ideal candidate will combine strategic thinking with operational excellence, delivering modern risk solutions for Netflix’s dynamic content and product portfolio. J-18808-Ljbffr

  • Textile Finance, CA

  • no content

Sr. Director, AI, Data & Architecture (Fort Worth)

Senior Director, AI, Data, and Architecture Position Summary The Senior Director, AI, Data, and Architecture is responsible for leading EnlivenHealth’s AI strategy, data platform direction, enterprise architecture, and technical modernization across the Product and Engineering organization. This role serves as a senior technical leader responsible for helping EnlivenHealth responsibly apply AI to improve product capabilities, engineering productivity, analytics, automation, and customer outcomes. The Director will define practical AI patterns, data foundations, architecture standards, and modernization roadmaps that enable scalable, secure, reliable, and innovative healthcare technology solutions. The Senior Director partners closely with Product, Engineering, Platform, Security, Cloud Operations, Quality, and business stakeholders to translate business priorities into executable AI, data, integration, and architecture plans. This role requires strong technical judgment, healthcare technology experience, and the ability to influence across teams without relying solely on direct authority. Key Responsibilities AI Strategy and Enablement Define and lead EnlivenHealth’s AI strategy across Product and Engineering. Identify, prioritize, and guide AI use cases that improve patient engagement, clinical workflows, financial operations, analytics, automation, and internal productivity. Establish AI architecture patterns, development standards, lifecycle practices, evaluation methods, and guardrails for responsible AI adoption. Partner with Product leaders to develop customer-facing AI capabilities that create measurable value while respecting healthcare privacy, security, explainability, and customer trust requirements. Partner with Engineering and Quality teams to expand AI-assisted software development, test automation, documentation, code review, knowledge management, and operational workflows. Track AI adoption, productivity impact, quality impact, risks, and lessons learned. Ensure AI initiatives align with Omnicell and EnlivenHealth policies, customer commitments, data-use obligations, and applicable regulatory expectations. Data Platform Strategy and Governance Define the strategic direction for EnlivenHealth’s data platform, including data architecture, data flows, data quality, data governance, analytics enablement, and AI readiness. Support the development of a broader patient, pharmacy, financial, clinical, and outcomes data foundation. Establish practical standards for data ingestion, transformation, storage, lineage, access, quality, retention, and security. Partner with Security, Privacy, Legal, Compliance, Product, and Engineering stakeholders to ensure healthcare data is handled appropriately. Identify opportunities to consolidate data assets, reduce duplication, and create trusted data products. Enterprise and Solution Architecture Define and maintain enterprise architecture principles, standards, decision practices, and reference patterns for EnlivenHealth platforms. Lead solution architecture for major product initiatives, platform modernization, integrations, AI-enabled capabilities, and data-driven services. Partner with Product and Engineering leaders to ensure architecture decisions align with customer needs, scalability, security, reliability, interoperability, and operating efficiency. Identify technical debt, architectural risk, platform fragmentation, and scalability constraints; develop practical plans to address them. Modernization, API, and Integration Architecture Own and maintain the technical modernization roadmap in partnership with Product, Engineering, Platform, Security, and Cloud Operations. Drive patterns that simplify platforms, reduce operational risk, improve resiliency, and enable faster product delivery. Define API and integration architecture standards, including authentication, authorization, versioning, monitoring, documentation, and lifecycle management. Support scalable integration with pharmacy management systems, health systems, payers, partners, and other healthcare ecosystem participants. Required Qualifications & Skills 10 years of progressive experience in software engineering, enterprise architecture, solution architecture, data architecture, cloud architecture, AI enablement, or related technology leadership roles. 5 years leading architecture, technical strategy, data platform, AI, or modernization initiatives across complex SaaS or enterprise software environments. Practical experience with AI technologies and implementation patterns, including generative AI, machine learning concepts, responsible AI practices, model evaluation, prompt/workflow design, and AI-enabled software delivery. Experience defining AI standards, architecture roadmaps, technical patterns, integration approaches, and modernization strategies. Strong understanding of cloud-native architecture, distributed systems, APIs, data platforms, security patterns, observability, resiliency, and scalable SaaS operations. Experience with data architecture, data governance, analytics enablement, and modern data platform concepts. Strong knowledge of healthcare data privacy, security, compliance, and customer trust considerations, including HIPAA, SOC 2, HITRUST, or similar control environments. Excellent communication skills with the ability to explain complex technical tradeoffs to technical, executive, customer, and non-technical audiences. Proven ability to balance innovation, execution, security, operational reliability, and long-term platform health. Preferred Qualifications Bachelor’s degree in Computer Science, Engineering, Information Systems, Data Science, or related field. Master’s degree or MBA with a technology, data, AI, or healthcare focus. Experience in healthcare technology, pharmacy technology, patient engagement, clinical workflow, claims, or financial technology. Experience with AWS cloud services, AI platforms, event-driven architecture, containerized platforms, serverless technologies, and cloud-native modernization. Experience with AI platforms and services such as AWS Bedrock, Kiro, OpenAI, Anthropic Claude, GitHub Copilot, or comparable technologies. Experience establishing AI governance, responsible AI review processes, model evaluation practices, and secure AI development patterns. J-18808-Ljbffr

  • Dalworthington Gardens, TX

  • no content

Hybrid Chief Compliance Officer — CFTC/SEC Expert (Milwaukee)

Crabel Capital Management, LLC in Milwaukee seeks a Chief Compliance Officer to design and administer the firm’s compliance program across CFTC/NFA and SEC obligations. The CCO will advise senior management and interact with principals, operations, trading, and legal functions. Responsibilities include managing filings and examinations, AML/KYC, ethics, surveillance, and training. The role reports to senior management and requires a hands-on, collaborative leader in a hybrid Milwaukee office (in J-18808-Ljbffr

  • Milwaukee, WI

  • no content

General Counsel (Hybrid) – Public Pension & Governance (Denver)

Colorado PERA invites applications for General Counsel, a member of the Executive Leadership Team. The GC will lead the legal function, protect PERA’s interests under Colorado statute, advise the Board and CEO, oversee outside counsel, and ensure governance, compliance and fiduciary obligations. The role requires a Juris Doctorate and Colorado license, at least ten years of legal experience with public agencies or pension plans, strong leadership, communication, and strategic risk management, J-18808-Ljbffr

  • Lowry, CO

  • no content

Vice President, Advisory Consulting (Nevada)

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting Preferred Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position. Role Type: Full-time: 30-65% Travel May Be Required Salary: $140,000 - $175,000 per year sales incentive compensation, paid quarterly. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. For more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits Summary The Vice President, Advisory Consulting is responsible for leading the field-based regional sales and consulting efforts. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm. The VP oversees regional consultants, collaborates with internal partners, and ensures alignment between the field and home office sales strategy. This role reports to the SVP, Advisory Consulting. Responsibilities Field Leadership & Team Development Lead and mentor a team of regional sales consultants responsible for driving WMP adoption and revenue growth. Equip the field with messaging, positioning, and resources needed for effective advisor engagements. Support professional development through coaching, training, and skill-building; conduct tandem travel with Regional Vice Presidents. Field Strategy & Execution Oversee territory planning, prioritization, and advisor segmentation strategies to maximize sales impact. Ensure consistent execution of sales campaigns and initiatives throughout all field regions. Partner with Regional Vice Presidents, OSJ/Enterprise Leaders, and other key leaders to achieve growth objectives. Advisor Engagement & Business Growth Deepen relationships with high value advisors, providing consultative guidance on advisory adoption and practice transformation. Lead field efforts in driving the brokerage-to-advisory transition and expanding use of the Wealth Management Platform. Support recruiting, onboarding, and retention efforts through field meetings, Home Office Visits (HOVs), and advisor events. Cross-Functional Collaboration Coordinate closely with internal sales leadership to ensure seamless alignment between internal and external sales motions. Partner with Marketing, Product, Platform, and Research teams to deliver timely updates, content, and educational resources for the field. Act as a senior escalation point for field-raised advisor issues, working with home office teams to resolve quickly. Performance & Accountability Monitor activity, pipeline, and revenue metrics for all regional consultants; identify trends and performance gaps. Use analytics to refine territory strategies and improve advisor penetration within regions. Provide leadership reporting and insights related to field performance, advisor behaviors, and platform trends. Other Responsibilities Promote IA Strategic Partner events, regional meetings, and firmwide advisor programs. Represent the voice of the field in product development, platform enhancements, and strategic planning. Perform other duties as assigned and track appropriate activity in firm CRM. Education Requirements Master's Degree preferred; Bachelor's Degree from accredited university required; focus in Economics, Finance, Business, or related field subjects preferred Basic Requirements Series 7 required Ability to travel up to 75% of the time 5 years in a similar role with 10 years of experience in related field Driven and goal-oriented nature; enthusiastic, sales-focused personality Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies Ability to introduce a complex subject matter in clear articulate fashion Ability to work independently with high level of organization and time management skills Deep experience working directly with financial advisors Familiarity with using a client relationship management program Preferred Requirements Advanced certification; CFP or CIMA designation preferred J-18808-Ljbffr

  • Nevada, IA

  • no content