Construction

Customer Service Manager (Strasburg)

Position Title: Customer Service Manager Department: Customer Service Reporting To: CMO Employment Type: Full Time / In-Office M-F Location : Onsite - Strasburg, PA About Us: At Beuta, we're reimagining the garden edging industry with products designed for easy installation - cutting the time and effort of traditional methods in half. But what really sets us apart is pride: pride in the quality of everything we make, pride in the work we do every day, and pride in how we serve our customers. With a growing product catalog and expanding customer base, we need more help. We don't just want to meet expectations, we want to delight the people who trust us to help them create the home of their dreams. We want them to talk just as much about the people who served them as they do the product they love. If you take joy in doing things right and making someone's day, you'll fit right in. About the role: As our Customer Service Manager, you're the voice of Beuta and the standard-setter for how we treat every person who calls. This isn't a sit-back-and-supervise role. You'll know our products inside and out - how they install, how they ship, and how they solve problems traditional edging can't. You'll use that expertise to turn calls into confidence, and confidence into sales where the opportunity exists. Whether a customer needs help tracking a shipment, troubleshooting an installation, or figuring out which product fits their project, you'll own the outcome. You'll relentlessly pursue the balance every great service team has to strike: keeping our cost to serve lean, while never cutting the corner that delights a customer. Most importantly, you'll multiply yourself by developing your team so that your product knowledge, sales instincts, and service standards become theirs. Responsibilities: Lead and manage the customer service team, setting clear expectations and holding the team accountable Convert inbound service calls into sales opportunities and qualified leads Handle escalated customer inquiries, complaints, and complex issues with professionalism and care Develop and implement customer service policies and procedures that align with company standards Train, mentor, and coach team members to enhance their communication skills and service quality Monitor team performance and identify areas for improvement through feedback and regular evaluations Work cross-functionally with other departments to ensure consistent and efficient customer support Proactively communicate shipping delays before customers reach out whenever possible Periodically collect feedback to share with R&D and Marketing teams Track and report on customer service metrics to help improve processes and customer satisfaction Managing the Customer Service team’s environment to maintain a positive and professional workplace Develop scorecards to share daily customer feedback with other departments Develop and maintain CS software's: Zendesk, Amazon Seller Central & Shopify Qualifications Excellent verbal and written communication skills Strong problem-solving and conflict resolution abilities Proven ability to manage and lead a team effectively Experience handling customer complaints and turning negative experiences into positive outcomes Ability to stay calm and professional under pressure 2 Years of CS Management experience Experienced with Zendesk, Shopify and Amazon Seller Central Comfortable using AI applications to help with work flows while still maintaining the human element with customers Compensation & Benefits: Simple IRA Retirement Plan (Roth or Traditional) 3% Company Match Paid Time Off (PTO) Dental/Vision Insurance Healthcare Insurance Hourly rate based on experience  www.beuta.com - 717.288.2637

  • Edisonville, PA

  • no content

Growth & Partnerships Manager (Chicago)

We’re looking for a thoughtful, driven Growth & Partnerships Manager to help grow Oak & Oscar. Based in Chicago, this role is focused on growing Oak & Oscar, deepening engagement within our Owner community, and developing thoughtful partnerships that create meaningful experiences, collaborations, and long-term growth. Oak & Oscar is an independent watch brand based in Chicago, focused on thoughtful design, quality materials, and creating products meant to be worn and enjoyed every day. Our community isn't a mailing list. It's a group of people who care about what they wear on their wrist and why. Your job is to grow that community — and help more people find their way into it. We aren't looking for someone to manage a marketing calendar. We're looking for someone who can create momentum. Bonus points if you've helped grow a small or emerging brand. What you'll do: Develop and execute ideas that introduce future Owners to Oak & Oscar Identify and develop partnerships with brands, organizations, and communities that align with Oak & Oscar's values and aesthetic Explore and execute collaboration opportunities, special projects, and co-branded products with aligned partners Grow and strengthen the Oak & Oscar Owner community through events, outreach, HQ visits, and ongoing relationship building. Follow up after purchases, share news, and make Owners feel seen Plan and represent the brand at events and shows (e.g., Windup, fly fishing shows, enthusiasts events) Host visitors at our Chicago HQ, creating a welcoming and memorable brand experience Contribute ideas for content and storytelling while bringing insights back to the team about what Owners are responding to and where opportunities exist Maintain and selectively grow a small number of aligned retail relationships Who we're looking for: Proactive and self-directed — you don't wait to be told what to do Strong interpersonal skills — you genuinely enjoy connecting with people Naturally good at making people feel remembered and valued Good taste and judgment — you understand what fits the brand and what doesn't An understanding of how brands grow today (events, community, partnerships, and content — not just paid ads) Comfortable representing the brand in person and building genuine relationships over time Can tell a story about a product without sounding like a pitch Happy in a small team where there's no playbook — just good judgment and initiative An interest in watches and an appreciation for well-made products Based in Chicago (or willing to relocate), with the ability to travel approximately 4–8 times per year If this sounds like you, apply to the position and send us note to telling us a bit about yourself, why you're interested, and a brand or partnership you think Oak & Oscar should pursue. Bonus points if you've helped grow a small or emerging brand.

  • Schiller Park, IL

  • no content

Institutional Equity Sales (New York)

Company Description ThinkEquity is a boutique investment bank created by experienced professionals who have worked together for over two decades. The team has collectively financed over $50 billion of public and private capital raises, restructurings, and mergers and acquisitions. The ThinkEquity model is built around the client’s needs, no matter how complicated or around the clock attention is required, and to identify solutions that help them to create value for their investors. Role Description We are seeking a full-time, on-site Institutional Equity Sales professional (Series 7 licensed) for our New York, NY office. The successful candidate will be responsible for: Identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) Marketing the firm’s equity transactions Offering corporate access to investors Booking and managing deal and non-deal roadshows in the US and overseas This role requires strong collaboration with the team to meet sales targets and deliver exceptional client service. Compensation: Base salary of $34,000 plus monthly commissions. Qualifications Excellent communication and interpersonal skills Series 7 license required Ability to work on-site in New York, NY Bachelor’s degree Prior sales or relevant experience is a plus

  • Grand Central, NY

  • no content

Physician, Genitourinary Medical Oncologist (Miami)

Full-time Opportunity Candidates must be Board Eligible/Board Certified in Hematology/Oncology by the American Board of Internal Medicine (ABIM) Candidates will have experience and/or training in genitourinary; additional training in non-ACGME-accredited programs welcomed Requirements include MD/DO from an accredited institution, active and unrestricted medical license (or eligibility for licensure by start date), and satisfactory completion of all required due diligence tasks and credentialing Candidates will diagnose and manage GU cancers, administer systemic therapies and procedures and develop individualized treatment plans informed by the latest clinical guidelines Candidates will collaborate across disciplines to deliver comprehensive, coordinated care and educate patients and families about their condition, treatment options, and long-term management strategies Participate in research initiatives and quality improvement projects, while contributing to teaching medical students, residents, and fellows for the academic track Position reports to Chief of GU Medical Oncology, and is supported by a team of advanced practice providers and fellow physicians Baptist Health Herbert Wertheim Cancer Institute has been recognized by the Association for Accreditation of Human Research Protection Program (AAHRPP) for promoting ethically sound and safe human subjects research practice Seeking candidates committed to quality, excellent patient-centered care, exhibiting professional demeanor, and promoting collaboration in a multidisciplinary team environment

  • Fountainebleau; FL

  • no content

Associate Director (Tampa)

What the job involves: On the projects Quantity surveying, cost control and change management across the full lifecycle, covering fit-out, refurbishment and ground-up work Primary point of contact for reporting on the commercial status of projects and programs Working directly with GCs, owners' reps, consultants and other stakeholders, and coordinating the cost side within the wider construction process Coordinating delivery of cost management and project controls services across a range of project types and sectors Advising clients on procurement and contracting strategy across delivery models, including program-level capital planning and reporting Driving best practice and improving cost management procedures, processes, templates and tools Running the team Leading, coaching and growing a team of cost managers and QSs, including performance reviews and career development Setting the team's direction against client and business objectives, with KPIs and risk plans to match Tracking margins, fee forecasts and resourcing across commissions Implementing and maintaining business management systems, carrying out internal audits and coordinating external audits with certification bodies Winning work Building client relationships, understanding the market and developing a pipeline of opportunities Writing proposals and RFP responses, and pursuing cross-selling opportunities Presenting to senior stakeholders and joining leadership meetings on project status, staffing and initiatives Capturing lessons learned for the internal best practice database, and attending industry and networking events What you'll bring A bachelor's degree in construction management, cost management, quantity surveying, engineering or a related field. A graduate degree in one of these is preferred. At least 8 years of cost management experience in construction, including commercial real estate projects Construction consultancy experience, which is strongly preferred A strong foundation in quantity surveying practice. RICS accreditation, or working toward it, is preferred. Experience across multiple sectors Excellent presentation, verbal, written, organizational and communication skills

  • Tampa Palms, FL

  • no content

Sales Representative – Aviation MRO (3 Years Experience Required) (Miami)

At CAS Composite, we’re looking for an experienced Sales Representative – Aviation MRO to drive growth and expand our presence in the market. If you have 3 years of experience in aviation sales and are ready to build strong client relationships while making a real impact in the industry, this is your opportunity to take off with us. Apply now! CAS, an FAA Part 145 Repair Station with EASA, UK CAA, and ISO 9001 certifications, is seeking a Senior Sales Representative to drive revenue growth in aircraft parts sales, repair services, engine programs, and teardown projects. This role requires a strong aviation MRO background, an established industry network, and a proven track record of closing high-value deals. Pay range: $20–$28 per hour, based on experience. Key Responsibilities Develop and close new business in aircraft parts sales and repair services. Manage the full sales cycle: from prospecting to quoting, negotiation, and contract execution. Expand relationships with airlines, leasing companies, MROs, and brokers. Meet and exceed revenue targets. Represent the organization at industry events and client meetings. Provide accurate sales forecasting and pipeline management. Collaborate with Operations and Finance to ensure successful project execution. Requirements 3 years of aviation sales experience (MRO, components, engines, or parts trading). Strong knowledge of the FAA Part 145 repair station environment. Established aviation industry network. Proven negotiation and closing skills. Excellent communication and organizational abilities. Ability to work independently and strategically. On-site role. Candidates must reside in Medley, Florida, or the surrounding areas. *The company reserves the right to add or change duties at any time* About CAS Composite Since our establishment in 2016, CAS Composite has stood out as an FAA/EASA/UK CAA-certified maintenance facility. Our unique focus on the expert repair and overhaul of airframe and engine components for commercial and regional aircraft sets us apart in the industry. Know more cascomposite.com Ready to elevate your career? Join us and drive excellence at the heart of our operations. Apply now!

  • Fountainebleau; FL

  • no content

Senior Insurance Development Executive (Woodcliff Lake)

Job description: About Colonial Surety Company Founded in 1930 and rated A (Excellent) by AM Best, Colonial Surety Company is a leading national direct seller and writer of surety bonds, fidelity bonds, and business insurance products, licensed and admitted in all U.S. states and territories. We combine nearly a century of industry expertise with proprietary technology, including our I-Bond® and I-Insurance® platforms, to make obtaining bonds and insurance simple, direct, and instant for businesses and professionals nationwide. Through The Partnership Account®, we also equip partners — including insurance agents, attorneys, contractors, associations, and pension professionals — with powerful digital tools that streamline bonding and insurance placement. We are seeking an experienced insurance sales professional motivated by compensation and achieving corporate objectives. This role offers a genuine growth opportunity within the company, working across business and distribution channels with a focus on vertical initiatives, program business, existing client relationships, and target markets. Position Overview The Senior Insurance Development Executive will assume a growth-focused role within the organization, with responsibility for driving revenue, managing program initiatives, and supporting both existing and new business development efforts. This is an in office-based position in Woodcliff Lake, NJ, that requires travel to meet with clients, attend conventions, and participate in industry seminars. Our schedule is Monday through Friday from 8:30 AM to 5:30 PM. Our personnel policy requires all employees to maintain a professional appearance and adhere to the company's business attire and grooming standards, including our clean-shaven policy. Key Responsibilities Manage corporate program initiatives across business and distribution teams Execute vertical market strategies Drive new business development in targeted markets, associations, MGAs, and large commercial insurance agencies Collaborate with internal sales staff and marketing teams Support and expand existing programs and initiatives Attend client meetings, industry conventions, and seminars Qualifications Minimum 10 years of experience working for a medium-sized insurance agency, MGAs, aggregator or program administration Proven track record in commercial insurance sales to small and mid-sized businesses Insurance Program Market knowledge Strong product knowledge of: Professional Liability General Liability Business Owner’s Policy (BOP) EPLI Cyber Liability Directors & Officers (D&O) Fiduciary Liability Bachelor’s degree in Finance, Business, Marketing , or related field preferred Strong computer skills including MS Office, Google Business Suite and CRM familiarity Personality Profile Excellent interpersonal and collaborative skills Entrepreneurial mindset Strong communication skills Self-starter with strong organizational, planning, and time management skills Intuitive, common-sense decision-making abilities Motivated by exceeding targets tied to compensation plans Hunter mentality Compensation Base Salary: $150,000 Additional Bonus Structure A cover letter is required when applying for this position

  • Woodcliff Lake, NJ

  • no content

Investment Analyst Position (Full time) (New York)

OnyxPoint is an event-driven investment firm that invests opportunistically across the entire capital structure. Become part of a fast-growing hedge fund and work with a highly experienced investment team to seize the opportunities emerging from the sweeping transition in AI infrastructure, real assets and energy markets. Investment Analyst Position (Full time) We are looking for investment professionals to assist with investment research across a broad range of real asset sectors, including power, data center and AI infrastructure, upstream and midstream oil and gas, metals/mining, chemicals, shipping and related materials industries. Our small investment team offers an opportunity to work closely with senior members of the firm and to have extensive interaction with management teams and external advisors. The successful candidate will evaluate a wide spectrum of equity and credit opportunities across OnyxPoint’s core investment strategies in performing and distressed situations. The role demands rigorous analysis of large datasets, financial modeling, and development of clear, high conviction investment theses. Strong analytical skills, effective communication, and the ability to thrive under pressure are essential to identify opportunities and inform strategic investment decisions. We seek highly motivated individuals with a track record of excellence. In addition to strong analytical and quantitative abilities, the successful candidate will possess excellent written and verbal communication skills, the ability to thrive in a collaborative team environment, and the resilience to perform effectively under pressure. Primary Responsibilities Conduct comprehensive company and industry research, including risk assessment, and quantitative and qualitative analysis of business, financial, and market trends. Analyze performance trends of prospective and existing investments, identifying key value drivers, risks, and opportunities. Contribute to idea generation and market research, identifying actionable opportunities across sectors. Monitor public market portfolio positions, including stress-testing portfolios against market shocks and evaluating factor exposures across positions. Monitor private portfolio companies, assessing operational performance, evaluating platform and add-on acquisitions, and reviewing potential exit strategies. Track industry news, regulatory developments, and market trends to inform investment strategies and identify emerging risks or opportunities. Build and maintain detailed financial models, incorporating multiple business projections, capital structures, and sensitivity analyses to test critical assumptions. Prepare investment committee materials and memoranda in collaboration with senior team members, summarizing analyses, recommendations, and key risks. Present findings and participate in investment meetings, effectively communicating insights and supporting high-conviction investment decisions. Collaborate with the investment team to develop and refine investment theses, sharing insights and challenging assumptions to improve decision-making. Participate in post-investment reviews to assess outcomes versus projections, capturing lessons learned to improve future analyses. Collaborate with external advisors, including accountants, tax experts, consultants, and legal counsel, to support due diligence and transaction execution. Coordinate with counterparties to structure and secure financing for investments. Support the team with ad hoc projects, sector analyses, and other strategic initiatives as needed. Maintain and enhance internal research databases and analytical tools to improve workflow efficiency and investment decision-making. Qualifications and Experience Bachelor’s degree with an exceptional record of academic achievement. Preference for at least six months of experience in investment banking or sales and trading, or experience in a buy side role. Strong modeling, analytical, valuation and problem-solving skills. Ability to take initiative and be accountable for running a process to conclusion. • Strong multi-tasking skills and attention to detail. Ability to excel in a rigorous and fast-paced team-oriented work environment. Outstanding communication skills with the ability to articulate and present complex information to key internal and external stakeholders in a clear and concise manner. How to Apply To begin your application, please submit a cover letter and CV to [email protected].

  • Grand Central, NY

  • no content

BIM Coordinator (Richmond)

BIM Coordinator Location: Richmond, VA area Employment Type: Full-Time Industry: Heavy Industrial Engineering & Design A well-established, privately held, multi-discipline engineering and design consulting firm is seeking a BIM Coordinator to support its growing industrial project portfolio. This is an excellent opportunity for a CAD/BIM professional with strong AutoCAD and AutoCAD Plant 3D. Key Responsibilities Support project setup, digital file organization, collaboration environments, and CAD/BIM workflows in accordance with established company and client standards. Develop and maintain 3D piping specifications, modeling standards, and project deliverables using AutoCAD Plant 3D . Execute 3D modeling and prepare design documentation, including isometrics, orthographic drawings, bills of material, and related project deliverables. Coordinate CAD/BIM project environments, including templates, folder structures, model organization, project settings, and digital deliverable requirements. Assist engineering and design teams with model coordination, clash detection, issue resolution, and general technical support. Maintain and update CAD, Revit, and Plant 3D libraries, catalogs, specifications, and design content in alignment with company standards. Required Qualifications 3–7 years of experience in a CAD, BIM, VDC, design technology, piping design, or related technical coordination role. Strong hands-on experience with AutoCAD and AutoCAD Plant 3D . Experience producing or supporting 3D piping models, isometrics, orthographic drawings, bills of material, and related engineering documentation. Strong understanding of CAD standards, drawing/model organization, file management, and digital design deliverable coordination. Preferred Qualifications Experience with Revit, Autodesk ReCap, CloudWorx, MicroStation, or similar CAD/BIM platforms. Experience working with point clouds, laser scans, reality-capture datasets, and scan-to-model workflows. Familiarity with clash detection, model review, design coordination, and multidisciplinary project environments. Exposure to process design projects involving piping, equipment layouts, industrial facilities, or manufacturing operations. Experience managing CAD libraries, content catalogs, Plant 3D specifications, and project templates.

  • Richmond, VA

  • no content

Project Manager (New York)

Position: Project Manager Position Description: DBI Projects is seeking to bring on a Project Manager capable of managing capital projects across all stages. DBI values an individual who has the ability and drive to work hard, who is highly motivated, and who is not afraid to take on assignments and endeavors while implementing a results-driven attitude. A desire to be heavily involved with all aspects of design and construction is required. Required Experience & Skill: Project Managers are the core team members of DBI Projects. Day-to-day responsibilities include client interaction, project team coordination, contractor and schedule management, budget management, and other project-related activities to ensure successful and timely completion of the project. The Project Manager will report to DBI Principals, Project Executives, and/or Senior Project Managers. Prospective applicants should have 6-12 years of experience in architecture or related practices with experience supporting project delivery. This experience should include direct involvement in: Site supervision and construction administration Coordinating between or with A/E teams and contractors Schedule and budget management Managing a team of 2-4 in collaboration with SPM or PE Key capabilities include: Proficiency in MS Office (Word, Outlook, PowerPoint, and Excel) Adobe Create Suite (InDesign, Illustrator, and Photoshop) Knowledge of AutoCAD and Bluebeam Construction scheduling programs such as MS Projects What You’ll Do: Lead all facets of project management (budget, schedule, procurement, quality & risk) at every project stage including pre-development, planning, design, construction, occupancy, and closeout. Consistently monitor the project schedule, tracking all project progress and optimizing the sequencing needed to execute a project efficiently, meeting approved timelines, budgets, and project objectives. Control the project budget, monitoring for any potential challenges, changes, and priorities. Produce complete requisitions for clients and lenders with all required documentation and organization. Understand, produce, and oversee production of all key project documents including schedule, budget, phasing, drawings, contracts, leases etc. from concept through completion and delivery. Manage high-level client interactions, day to day client expectations, anticipate clients’ needs, and lead complex client meetings. Leverage external project team members, experts, and consultants to provide most accurate information to clients. Read and review design drawings for general layout and high-level scope; and produce a written narrative documenting scope. Navigate drawings and understand the tags, callouts, and drawing references. Understand affordability analysis and pro formas. Review funding opportunities like grants and organize submission requirements. Review financing documents and synthesize relevant construction stipulations and requirements. Provide support to client in finance closing. Applicants should have strong written and verbal communication skills and be prepared to be an active team participant for both internal and external tasks. Location: This position is in our New York City office, 5 days a week in-person. Application Requirements: Applicants should send their resume (inclusive of list of projects) and cover letter to [email protected] About DBI Projects: DBI Projects is a growing, multidisciplinary company that plans and manages real estate and capital projects. Since 2002, the organization has grown to a team of 60 and has partnered with a diverse list of non-profit, educational, cultural, public, commercial, and residential clients to execute ambitious projects around the world. DBI takes full responsibility for the success of each project, regardless of any outside or unexpected factors, and values three core traits in its employees: hunger, humility, and smartness. DBI Projects has offices in New York City, Boston, Austin, and Philadelphia. What We Offer: DBI brings unique clarity and care to the building process. In a complex industry, our unfailing dedication and experience help our team cut through unexpected challenges and share in great successes. We share a strong emphasis on training and continuing education opportunities – our teams’ strengths are our strengths. We have a team-oriented environment with regular social outings and events. We provide a generous compensation package including a biannual bonus program, medical, dental, and vision insurance; disability insurance; life insurance; a company-matched 401(k)/Roth; and parental leave. The salary range for this full-time role is $100-$135K per year. Ranges are determined by role and level depending on candidate’s experience and qualifications and represent a good faith effort to provide a fair and equitable salary. All qualified applicants will be afforded equal employment opportunities without discrimination because of race, creed, color, sex, disability, or marital status.

  • Grand Central, NY

  • no content

Service Designer (New York)

Who are we? For the past 20 years, we have powered many Digital Experiences for the Fortune 500. Since 1999, we have grown from a few people to more than 4000 team members across the globe that are engaged in various Digital Modernization. Our current focus and innovation in Digital Hyper expansion TM offers nearly limitless opportunities for career growth. For a brief 1-minute video about us, you can check out https://youtu.be/uJWBWQZEA6o. Photon is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We bring out the best in each other. Service Designer, you will connect business strategy to user experience by aligning people, process, technology, and touchpoints across end‑to‑end experiences to drive efficiency, reduce risk, and improve customer and employee outcomes. In partnership with UX, Research, Product, Engineering, Operations, and Business teams, you will design new and improved experiences, including identifying where AI can enhance or automate workflows and shaping how AI‑enabled processes fit within broader service ecosystems. Through mapping and visualization tools, co‑design workshops, and strategic frameworks, your work will directly influence service and product strategy. Ultimately, your visibility and influence across Technology will position the Design & UX organization as a catalyst for transformation across the bank. Responsibilities: Design Leadership & Vision: Lead or partner on early-stage cross-functional initiatives, driving direction and ensuring Design & UX’s influence and representation in governance and strategic decision making. Drive business impact by infusing service design tools, methods, and mindsets into design and product processes to increase clarity, efficacy, and quality of work on new and existing experiences. Advocate for, and act as a cultural ambassador of, service design methods, tools, and mindsets within Design & UX and with stakeholders’ teams. Appropriately assess risk and advocate for sound ethical judgement across service design practices. Service Transformation & Design Strategy: Scope end‑to‑end service design initiatives based on business, user, and stakeholder needs and strategic objectives, identifying appropriate methods, activities, and artifacts. Plan, conduct, and synthesize qualitative stakeholder and end‑user discovery research independently or in partnership with the Research team. Assess, identify, and prioritize in‑journey, cross‑journey, and cross‑platform opportunities, including AI use cases, automations, and updates to processes, platforms, ecosystems, or operating models. Drive and build buy‑in for future‑state strategies and identify high‑level capabilities, requirements, roadmaps, and change‑management elements needed to bridge vision to execution. Contribute to journey orchestration and journey‑knowledge management across platforms and lines of business to understand the full end‑to‑end experience for clients and employees. Artifacts & Decisioning Tools: Design provocations and visual representations of insights, including journey, process, and ecosystem maps, service blueprints, infographics, and conceptual wireframes or prototypes Translate and adapt artifacts across audiences and levels of elevation to support specific objectives, from informing UX execution to persuading senior leadership. Stakeholder Engagement Cultivate stakeholder buy‑in and influence complex decision making by diplomatically negotiating conflicting perspectives and priorities. Plan, coordinate, and facilitate in‑person or digital co‑design workshops Develop and deliver presentations for executive leadership and peers that clearly communicate insights, strategies, and results through tailored storytelling. Qualifications: Service design and design strategy are interdisciplinary practices and we welcome candidates with varied work experiences; Experience in financial services and/or regulated environments is nice-to-have. Candidates are required to have the following: 10–15 years of relevant experience in service design, process re‑engineering, design strategy, user experience, user research, innovation strategy, business transformation, or management consulting. Familiarity with core AI capabilities and practical experience translating them into workflow opportunities (e.g., document extraction, automated decisioning, maker‑checker automation) and designing how AI agents coordinate and operate within end‑to‑end service experiences. Orientation toward systems‑thinking problem solving, with the ability to understand, illustrate, communicate, and influence business architecture. Experience partnering with UX, Research, Product, Operations, Engineering, and Business teams to design complex software solutions under ambiguous circumstances and shifting priorities. Demonstrated experience as a strong leader who can prioritize well, communicate clearly and compellingly, and influence across cross‑functional teams. Excellent program or project management skills. Experience using digital collaborative whiteboards, graphic or interface design tools (including Figma / FigJam), and research/insight/repository platforms; willingness to use Microsoft Office. Familiarity using AI tools to support service‑design workflows—including research synthesis, insight generation, concept development, and rapid creation of artifacts such as journey maps, service blueprints, and scenario visualizations.

  • Grand Central, NY

  • no content

VP, Enterprise Solutions (Chicago)

Company Overview: GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. Opportunity: Based either in the Oak Brook, IL or Chicago, IL, the Vice President, Enterprise Solutions is responsible for owning the post-sale enterprise client experience, ensuring clients are successfully onboarded, fully adopted, and continuously deriving value from the firm’s platform and solutions. This role serves as the primary strategic partner to clients after contract execution, focusing on client satisfaction, platform utilization, retention, and expansion. In addition to managing existing client relationships, the VP, Enterprise Solutions leads outreach related to new product launches, enhancements, and implementations, working cross-functionally with Sales, Strategic Consulting, Enterprise Services, Advisor Services and Product. This role will build and scale the Enterprise Solutions function, defining service models, engagement strategies, and success metrics as the business grows. Responsibilities: Client Ownership & Success Own the ongoing success, satisfaction, and retention of clients post-sale Serve as a senior point of contact for strategic enterprise relationships Ensure clients are using the platform efficiently and in alignment with best practices Identify risks, adoption gaps, and opportunities to improve client outcomes Platform Adoption, Enablement & Expansion Drive adoption of platform capabilities, workflows, and new features across enterprise clients Lead proactive outreach related to new products, enhancements, and platform updates Partner with Product teams to support enterprise implementations and integrations Identify expansion opportunities in collaboration with Sales New Products & Implementations Lead enterprise-facing rollout of new products, services, and platform enhancements Coordinate implementation plans, timelines, and communications for enterprise clients Act as the voice of enterprise clients in shaping go-to-market and enablement strategies Cross-Functional Collaboration Partner closely with Strategic Consulting to ensure seamless handoff post transition. Collaborate with Enterprise Services and Advisor Services teams to deliver consistent, high-quality support Work with Product, Trading, and Operations to resolve issues and drive continuous improvement Align enterprise client strategy with overall firm growth objectives Function & Team Development Build and scale the Enterprise Solutions function, including role definition, hiring, and career paths Establish engagement models, success metrics, and operating rhythms Develop playbooks, best practices, and standardized client engagement frameworks Mentor and develop team members as the function grows Metrics, Reporting & Continuous Improvement Define and track key performance indicators including client satisfaction, adoption, retention, and expansion Use data and client feedback to identify trends and improvement opportunities Drive continuous refinement of enterprise client engagement strategies Skills, Knowledge and Experience: 10 years of experience in enterprise client success, enterprise solutions, relationship management, or consulting within fintech, SaaS, financial services, or wealth management Proven experience managing enterprise client relationships post-sale Demonstrated success building and scaling client-facing teams or functions Strong understanding of platform-based business models and client adoption dynamics Excellent executive communication and stakeholder management skills Bachelor’s degree required; MBA or advanced degree a plus Experience in wealthtech, fintech, TAMPs, or enterprise SaaS Familiarity working closely with sales and go-to-market teams Experience supporting complex, multi-stakeholder enterprise clients COMPANY CULTURE & PERKS – HIGHLIGHTS: Investing in Your Growth Casual work environment with fun, hard-working, and open-minded coworkers Competitive salary with opportunity for performance-based annual bonus Opportunities to up-skill, explore new responsibilities, and network across departments Defined and undefined career pathways allowing you to grow your own way Work/Life Balance ️ Flexible PTO and work schedule to ensure our team balances work and life Hybrid work schedule, with three days in the office and two days working from home Maternity and paternity leave Taking Care of Your Future ♥️ Medical, Dental, and Vision, Disability insurance Free access to Spring Health, a comprehensive mental health solution 401(k) with company match and a broad selection of investments Voluntary insurance: short-term disability, long-term disability, and life insurance FSA and transit benefits for employees that contribute pre-tax dollars Other Fun Stuff ⭐ Free on-site gym, nearby parking and commuter benefits Weekly catered lunches in the office, plus happy hours Stocked kitchen with snacks and drinks GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022 GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022 SALARY RANGE: Starting at $120,000-$140,000 Benefits This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand.

  • Schiller Park, IL

  • no content