MANAGEMENT & BUSINESS INTERN - 5th Avenue Group

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. Required qualifications • Bachelor's degree or equivalent work-related experience, • A valid and active Series 7 license required, • A valid and active Series 63 license required, • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment), • 3+ years’ experience with customer service, • 3-5 years in a security/financial services capacity Preferred qualifications • Notary, • 2+ years’ experience in a management/supervisory capacity, • Outstanding written and oral communication skills Previous experience in a direct client-facing role, • Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts, • Demonstrated experience handling client concerns and issues with tact and diplomacy, • Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously, • Ability to build and maintain good cross-enterprise working relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Overview Coordinates/oversees a designated group of patients being treated by assigned Physical Therapy Assistants (PTA) and any related clinical supervision of such PTAs and provides appropriate therapy evaluations, treatments and modalities in accordance with established VNS health policies and procedures. Works under general supervision. Licenses and Certifications: License and current registration to practice, as a Physical Therapist in the State of New York Required Education: Bachelor's Degree or Master’s Degree in Physical Therapy from a program registered by the Department of Education or accredited by a national accreditation agency Required Work Experience: Minimum of two years experience as a Physical Therapist Required Minimum of one year supervisory experience Preferred Pay Range USD $85,000.00 - USD $106,300.00 /Yr. About Us VNS Health is one of the nation’s largest nonprofit home and community-based health care organizations. Innovating in health care for more than 130 years, our commitment to health and well-being is what drives us — we help people live, age and heal where they feel most comfortable, in their own homes, connected to their family and community. On any given day, more than 10,000 VNS Health team members deliver compassionate care, unparalleled expertise and 24/7 solutions and resources to the more than 43,000 “neighbors” who look to us for care. Powered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. You’ll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. You’ll achieve these goals by meeting with individuals in person and virtually in your assigned territory. This Retirement Plan Advisor will work with public employees in person and virtually; primarily in Nassau County and secondarily in the Tri-State area. The Advisor must be based in this territory and have personal transportation to travel as necessary. What you will do * Develop strategic partnerships with key contacts in each location and agencies within assigned territory * Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes * Create dynamic business plan and strategy to maximize impact on participants in assigned territory * Define a variety of dynamic needs and challenges by using thoughtful analytics * Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines * Satisfy service level agreements for the plan as well as achieve business results * Work collaboratively across internal service and management teams to improve effectiveness What you will bring * 2+ years related experience * Bachelor's degree or equivalent experience * FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration) * Reliable personal transportation to cover the assigned territory (mileage reimbursement provided) * Strong relationship building and territory management skills What will set you apart * Current FINRA registrations strongly preferred * Experience with retirement planning/financial planning software * Strategic thinker who can work independently * Experienced and effective public speaker * Good working knowledge of the firm's products, the defined contribution business and ERISA #PJRPA What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $84,900.00 - $119,925.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 11-12-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Must reside within territory

Overview Provides care management through a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet member's health needs through communication and available resources, while promoting quality cost-effective outcomes. Maintains members in the most independent living situation possible; ensures consistent care along entire health care continuum by assessing and closely monitoring members' needs and status. Provides care management services and authorizes/ coordinates services within a capitated managed care system. Communicates and collaborates with primary care practitioners, interdisciplinary team and family members. What We Provide • Referral bonus opportunities, • Generous paid time off (PTO), starting at 30 days of paid time off and 9 company holidays, • Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability, • Employer-matched retirement saving funds, • Personal and financial wellness programs, • Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care, • Generous tuition reimbursement for qualifying degrees, • Opportunities for professional growth and career advancement, • Internal mobility, generous tuition reimbursement, CEU credits, and advancement opportunities What You Will Do • Assesses, plans and provides intensive and continuous care management across acute, home, and long-term care settings. Develops and negotiates care plans with members, families and physicians., • Assesses a person’s living condition/situation, cultural influences, and functioning to identify the individual’s needs; develops a comprehensive care plan that addresses those needs., • Assesses an enrollee’s eligibility for Program services based on his or her health, medical, financial, legal and psychosocial status, initially and on an ongoing basis., • Plans specific objectives, goals and actions designed to meet the member’s needs as identified in the assessment process that are action-oriented, time-specific and cost effective., • Implements specific care management activities and or interventions that lead to accomplishing the goals set forth in the plan of care., • Coordinates, facilitates and arranges for long term care services in the home and community-based sites, such as adult day care, nursing homes, rehab facilities, etc. Arranges for on-going nursing care, service authorization and periodic assessment., • Collaborates and negotiates with interdisciplinary teams, health care providers, family members, and third party payors, as applicable, across all health settings to ensure optimum delivery and coordination of services to members., • Monitors care management activities, services, and members’ responses to interventions, to determine the effectiveness of the plan of care and the utilization of services., • Evaluates the effectiveness of the plan of care in reaching desired outcomes and goals; makes modifications or changes in the plan of care as needed., • Identifies trends and needs of groups in the community and plans interventions based on these identified needs., • Provides care management services across sites and collaborates with appropriate facility discharge planner and/or HCC when members are transitioned between settings., • Manages expenditures to ensure effective use of covered services within a capitated rate. Fiscally responsible in providing services based on members’ needs., • Provides social work services in accordance with NASW code of ethics, VNS Health policies, practices, and procedures., • Participates in outreach activities to promote knowledge of the Program and its services and to coordinate Program activities with outside community agencies and health care providers (e.g., community health screening, In Services)., • Participates in the development of programs to meet the specialized needs of this selected patient population., • Documents services in accordance with Health Plans Community Care standards and Managed Long Term Care (MLTC) and Licensed Home Care Services Agency (LHCSA) regulations. Licenses and Certifications: • License and current registration to practice as a Licensed Social Worker in New York State preferred Education: • Master's Degree in Social Work required, • Case Management Certification preferred Work Experience: • Minimum of three years of Social Work experience required, • Minimum of two years in a case management and/or community based environment preferred, • Bilingual skills may be required, as determined by operational needs. USD $70,200.00 - USD $87,700.00 /Yr. About Us VNS Health is one of the nation’s largest nonprofit home and community-based health care organizations. Innovating in health care for more than 130 years, our commitment to health and well-being is what drives us — we help people live, age and heal where they feel most comfortable, in their own homes, connected to their family and community. On any given day, more than 10,000 VNS Health team members deliver compassionate care, unparalleled expertise and 24/7 solutions and resources to the more than 43,000 “neighbors” who look to us for care. Powered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond.