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Job Description Whole Woman’s Health Alliance (WWHA) is a 501(c)3 organization that intentionally seeks to open clinics in areas of the country which are most impacted by anti-abortion legislation. Whole Woman’s Health Alliance provides abortion care that puts patients first. We stand in the light to revolutionize the conversation around abortion in this country. Independent abortion providers like Whole Woman's Health Alliance provide over 60% of abortions in the United States and intentionally operate in areas of the country that have the most onerous regulations. We do this because we believe safe, affordable, quality abortion care should be accessible to all, regardless of their zip code. Whole Woman’s Health Alliance works in a coordinated strategy with the Stigma Relied Fund and Whole Woman’s Health. For more information, please visit and Summary The Clinic Manager leads Whole Woman’s Health (WWH) clinic, ensuring operational excellence, financial sustainability, and the highest standards of patient care. The Clinic Manager is responsible for all office activities, including staffing, supervision, systems development and review, running sessions, coordinating compliance with regulations and building team spirit and will work closely with the Chief of Staff, Services Leadership Team, the advocacy team, and other staff members as needed. The Clinic Manager will ensure it is sustainable and aligned with the Whole Woman’s Health vision, philosophy, and mission. The Clinic Manager plays an important role in the establishing and growing of the Whole Woman’s Health Alliance brand in the community, as the on the ground representative for the organization. A Clinic Manager must be respectful, empathetic, and able to maintain a patient-centered atmosphere. They must demonstrate a strong commitment and interest in the field of reproductive health and must be able to inspire others to do good work. Essential functions: Leadership • Walk the talk in all actions and words – be a role model of our mission and vision for the staff and the people in our care., • Uphold the core values of Whole Woman’s Health. Practice open and honest conversation. Remember we hold folks to their greatest – this means you, your staff, and the patients in our care., • Maintain an extraordinary working relationship between the front office and clinical staff members building a bridge between the two areas. Possess superb Customer Service skills, including through phone, internet, telemed and all platforms where patients get care from WWH., • Be alert and attuned to current events and changes in the abortion care world, seeking opportunities for our leadership talent, physicians, and added services., • Supervise clinic staff., • Orient and train staff in clinic operations and to the WWH culture and standards., • Run the TOP and GYN sessions; on-site whenever there is a clinic session - supervising the clinic flow, manage triage and promote efficiency., • Understand of emergency protocols and responses., • Manage staff hiring, firing, and evaluation (in conjunction with the Chief of Staff), new employee orientation and training., • Manage staff scheduling and staff payroll submission., • Maintain staff and provider personnel files., • Decide which staff are authorized to have keys, alarm codes, access to money or and controlled medications. Supervise staff access., • Attention should be on the patients and staff in the day-to-day running of the clinic. Strategic noticing, planning and prevention are key., • Maintain communication and professional working camaraderie with other WWH and WWHA clinic sites and with the WWH “HQ” management company team., • Communicate each day’s “vital signs” to the Services Leadership Team., • Maintain clear communication and rapport with MDs., • Understand all Whole Woman’s Health policies, procedures, and protocols, • Accountable for patient records management and required reporting to state health departments, CLIA, NAF., • Manage patient appointment templates, scheduling, and follow-up systems., • Responsible for clinic income/cash mgmt. Must understand medical billing, abortion funding, Medicaid/Insurance systems, clinic cash flow/accounting., • Understand quality control and regulatory compliance., • Ensure that the inventory in the office is sufficient., • Keep an eye on cost effectiveness, cost containment. Comparison-shopping is mandatory—be careful of over- and under-stocking., • Demonstrate expertise in Risk Management., • Work with Services Leadership and Marketing staff to develop and monitor a local outreach plan., • Maintain an awareness of local community issues., • Interact with outside physicians, agencies, offices, hospitals, etc. as needed to develop and maintain a strong referral network., • Work with WWHA Advocacy Manager to develop and strengthen local community connections and relationships., • Maintain physical plant and aesthetics of the facility. Address any problems promptly., • Obtain estimates for repair and maintenance services before services are rendered – get “ok” from Chief of Staff., • Ensure that all security equipment and services are functioning correctly; provide training so that the staff is using it properly., • Serve as the local contact for the alarm company and on-site contact for police., • Understand federal, state, and local regulations regarding signage, protesting, picketing. Experience and General Requirements: • College Graduate or Licensed nurse preferred., • At least 3 years of experience in healthcare, reproductive health and/or abortion care., • People management skills – leadership, patience, honesty, humility, courage., • Discretion and boundaries- does not discuss staff with other staff, keeps proprietary information confidential, and maintains professional boundaries in relationships with staff., • Organizational skills – able to develop systems and train staff on them., • Dependable professionalism and savvy business skills., • Demonstrated excellence in time management., • Competence using computers, software/web ware, E.H.R., office and medical equipment., • Experience with medical billing, posting charges, and basic accounting., • Must be able to work 5 days/week, including Saturdays., • Advocacy and/or fundraising experience strongly preferred., • Certification in Basic Life Support, biannually., • Training in/knowledge of emergency supplies, their inventory, their location in the office, and their use., • Annual OSHA and personal protective equipment training., • HIPAA training., • Security updates (FACE, etc). Physical & Remote Requirements • Must possess the ability and capability to perform any task in the office., • Must have excellent visual and hearing acuity., • Ability to work effectively in a fully remote environment, managing time, priorities, and projects with minimal supervision., • Strong written and verbal communication skills to collaborate with colleagues, leadership, and external partners across multiple states., • Comfort with using new or different communications and IT tools as needed., • Ability to balance multiple deadlines in a fast-paced environment, while staying adaptable to shifting priorities., • Commitment to creating a professional, distraction-free workspace that supports productivity and confidentiality. Compensation/Benefits • A competitive salary, commensurate with experience., • 401(k) plan with a 3% company match., • Flexible work hours and family support programs, • Additional perks, including employee discounts, and virtual team-building activities., • A culture/environment that is diverse, stimulating, and comprised of passionate and dedicated people., • Eligible to enroll in medical, dental, and vision insurance offerings, as well as voluntary life and disability insurance., • Employee Assistance Program (EAP), providing confidential 24/7 support services, including mental health counseling, financial and legal consultations, work-life balance resources, and wellness programs. Also includes a Basic Term Life and AD&D Insurance with $25,000 in coverage., • Two weeks starting paid personal time off, increasing with tenure, plus seven paid holidays. Please note that this is a working job description that may evolve as the needs of the company change. Whole Woman’s Health is an Equal Opportunity Employer, and we welcome applications from women, people of color, and members of the LBGTQIA+ community. We do not discriminate on the basis of actual or perceived race, creed, color, alienage or national origin, ancestry, citizenship status, religion or belief, age, marital or partnership status, family status, pregnancy and maternity, disability or handicap, sexual orientation, gender, gender identity, gender reassignment, predisposing genetic characteristic, military or veteran status, arrest record, or any other legally protected characteristic protected by applicable federal, state, or local laws.

Job DescriptionDescription: Job Title: Supervising Therapist (LP, LPCC, LICSW or LMFT) Location: Multiple locations in Minneapolis, MN and St. Paul, MN (currently limited space available at our St. Paul sites) -Position can be full time in office or a hybrid of in office and remote with a minimum requirement of 3 days in office Employment Type: W2 Full Time Employee (combination role of supervisor and provider) LynLake is growing and we’re looking for licensed therapists to join our team! LynLake Centers for WellBeing is an integrative group mental health and wellness practice with over 240 interdisciplinary clinicians and staff. Our goal is to embody our core values of creativity, integrity, and inclusivity while providing excellent mental health care and optimal clinician work experience. We have multiple office locations across the Twin Cities, MN, and we offer both in-person and remote/hybrid services. Our work environment includes: • Established group practice with high contracted rates with insurance companies, • Free CEU board approved trainings offered each month, • Integrative coordination of care with In-house referrals, • Autonomy and accountability, • Trauma-informed business development This role is a combination of supervisory and direct practice activities. As a Supervising Therapist, you will provide guidance and support to pre-licensed providers and ensure the delivery of high-quality therapy services. Your role is essential in maintaining the standard of care, promoting therapeutic excellence, and fostering the professional development of our pre-licensed staff. As a Licensed Therapist, you will be dedicated to delivering exceptional outpatient client care in a collaborative setting. Your primary responsibilities will encompass conducting diagnostic assessments and administering targeted treatment, drawing from an array of culturally responsive, trauma-informed and diverse therapeutic modalities, including individual, couples, and/or family psychotherapy. Your caseload may include individuals presenting with depression, anxiety, trauma, significant life changes, ADHD, and other mental health symptoms and developmental concerns, thus necessitating experience across a broad spectrum of client profiles and conditions. Responsibilities: • Provide supervision and oversight to one or more pre-licensed providers to ensure the delivery of effective, evidence-based therapy services., • Mentor, train, and support pre-licensed providers, assisting in their professional growth, skill development, and adherence to ethical standards., • Provide guidance and consultation on client treatment plans and intervention strategies., • Monitor the quality and effectiveness of therapy services, conducting regular evaluation and providing ongoing feedback for competency development., • Guide performance management interventions when relevant., • Provide therapy services to a caseload of clients, maintaining a clinical practice of at least 6 clients per week in addition to your supervisory role., • Provide professional clinical services, including individual, couples, and/or family therapy including: completing diagnostic assessments, developing treatment plans, designing and applying tailored interventions, evaluating client progress, and providing referrals and care coordination based on client needs., • Follow company policies, professional conduct standards, and all applicable laws and regulations., • Timely completion of documentation and associated tasks to support billing and administration., • Exceptional clinical and boundary-setting skills along with expertise in therapeutic interventions and treatment modalities., • Ability to work productively and effectively, both independently and in collaboration with colleagues., • Other duties as assigned.Requirements: Education: • State licensure as a Licensed Psychologist (LP), Licensed Independent Clinical Social Worker (LICSW), Licensed Professional Clinical Counselor (LPCC) or Licensed Marriage and Family Therapist (LMFT) is required., • Minimum of 4 years of experience in clinical therapy, including a minimum of 1 year in a supervisory role and minimum of 1 year of previous group practice experience., • Manual dexterity to operate office equipment., • May require long periods of sitting and standing., • Must have normal or corrected vision and be able to clearly communicate verbally by phone or in person., • Works with children under the age of 13 years old and/or comfortable supervising this work, • Trained in Trauma/PTSD (EMDR; ART; Somatic Experiencing; Sensorimotor Psychotherapy; Brainspotting; Internal Family Systems (IFS); DBT; Neurofeedback) and/or Sex therapy., • Our pay structures are commissions-based/net-collections and compensation is based on billable services. Trauma informed BIPoC, AAPI, LGBTQIA2+ and multilingual candidates are strongly encouraged to apply. Decisions concerning employment, transfers and promotions are made upon the basis of the best qualified candidate without regard to color, race, religion, national origin, age, sex, sexual orientation, marital status, ancestry, status as a disabled or Vietnam era veteran or any other characteristic protected by law.

Job DescriptionDescription: The Environmental, Health & Safety Manager is responsible for managing the development, implementation, and monitoring of the company’s Safety and Environmental programs to meet all governmental requirements and company philosophies while optimizing costs. The Environmental, Health & Safety Manager administers worker’s compensation, working with outside vendors, employees and management. This role supports operations across all of Summus divisions. They contribute to a positive working culture, build strong relationships, and live out the values of integrity, collaboration, and accountability. PRINCIPAL DUTIES & RESPONSIBILITIES Oversee the development and implementation of company's Environmental, Health and Safety programs. • Ensure that necessary programs are in place to reduce employee risk., • Maintain compliance with all federal, state and local regulations., • Direct the development of training programs to meet objectives., • Serve as a resource for Division Management. Coordinate efforts with facility management teams to ensure policies and guidelines are being carried out while making recommendations for corrective and preventative actions., • Generate applicable policies/procedures to ensure a consistent and cost-effective approach., • Conducts and leads both internal and external related audits to ensure safety and compliance at divisions and subsidiaries., • Conducts accident investigation and provides recommendations to prevent reoccurrence. Analyze injury/illness data to identify gaps in training curriculum and implement corrective measures., • Serve as an advisor to Divisional Management EHS Steering Committees., • Acts as Company representative in dealing with all local, state and federal regulatory agencies on safety and health matters affecting the Company., • Administer worker’s compensation program, in partnership with Human Resources department, to facilitate employees’ return to work., • Address in a timely fashion all requests to evaluate air quality, illumination standards, respiratory protection, and/or hearing conservation issues in the workplace., • Analyze the impact of safety and environmental compliance on proposed projects. Work with divisional personnel to improve workplace safety and reduce hazardous wastes as applicable. JOB SPECIFICATIONS / KNOWLEDGE, SKILLS, AND ABILITIES (KSAs): • Knowledge of safety and health and environmental codes and regulations required., • Ability to train in all areas of safety and health., • Proficient with Microsoft Office Suite; MS Word, Excel & PowerPoint., • Strong organizational skills required., • Excellent oral and written communication skills required. Working Hours/Environment • Office hours average 40 per week; may require additional hours including evening and weekends depending on business needs., • Work typically performed in: indoor office settings, manufacturing floor, and outside on building grounds. Up to 25% of the time Physical & Mental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. Frequently required to sit at a desk/workstation for extended period of time, walk around building and manufacturing site to complete appropriate inspections. The employee must occasionally lift up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Requirements: Education/Experience • Bachelor's degree in occupational safety, environmental, health and safety management, or related field, or equivalent experience., • A minimum of five (5) years of experience in a safety related field required. Manufacturing experience preferred., • Demonstrated knowledge of OSHA, NFPA, ANSI, PSM standards and other state and local safety regulations., • See KSAs above.

Job DescriptionAs part of our aggressive growth strategy, we are seeking Debt + Equity Producers to join our Northmarq team. This individual will become a top Producer who wants to take their production to the next level. Our unique, entrepreneurial approach to building and supporting teams allows our Producers to develop a business within our platform. This position will be given autonomy to create their own business model and will be responsible for the leadership and bottom-line success of their team.Position Responsibilities: • Originate, underwrite, package, and appraise real estate and prepare investment proposals, with particular emphasis on multi-family business., • Knowledge of investment standards, criteria, and program requirements, including money availability of institutional investors., • Understands the closing and servicing function of the correspondent system., • Key relationships will be established with real estate owners/borrowers, investors, lenders, brokers, bankers, contractors, and other real estate groups. Additionally, interactions with attorneys, environmental specialists, surveyors, and title companies are crucial.What We're Looking For:, • Education: A four-year college degree, preferably with a major in real estate finance or business. An MBA degree is desirable., • Work Experience: A minimum of five years of experience as a CRE mortgage banker or equivalent., • Strong verbal and written communication skills, with an ability to articulate thoughts effectively., • Proven problem-solving skills, successfully originating real estate investment transactions aligning with the needs of both the property owner and the investor., • Ability to fully analyze all aspects of an investment from both the property owner's and investor's perspectives., • Expertise in negotiation with personal connections to major local real estate owners and investors., • Knowledge of multi-family loans and familiarity with Agency business (Fannie Mae and Freddie Mac) is a plus., • Active Memberships in local and national industry organizations., • Willingness to engage in frequent local travel with occasional out-of-state travel.Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 120 days of beginning with Northmarq.

Job Description Join Our Team as an RN at Hayden Grove - St. Anthony! Are you passionate about seniors and assisted living? If so, we want you to be a part of our dynamic team at Hayden Grove as an RN! Registered Nurse certification in the state of MN is required. Why Join Us? At Great Lakes Management, we are dedicated to creating a positive impact in the Assisted Living communities we serve. As an RN, you will play a crucial role in enhancing the quality of life for our residents. Your expertise and dedication will contribute to creating a safe and nurturing environment for our residents. We offer a supportive work environment, competitive compensation, and ample opportunities for professional growth and development. Job Objective(s) The role of the RN is to ensure that the health and safety of all residents are met through on-site visits with the residents and staff. The RN will ensure that staff is trained in medical procedures and policies which are current and up to date. The RN will also ensure that the facility is in compliance with current regulations and standards. Must be able to relate professionally with residents, staff and family members, display a positive work attitude and be able to work as a team with other staff members. RN Job Details: • Hours – 8 hrs-24 hours/week, • Pay Range – $40 - $43, • 401(k) Match, • Paid Vacation Time, • Paid Sick Time, • Floating Holidays, • Free meal for all employees per shift, • Tuition Discount Opportunities Job Responsibilities and Duties: • Assisting with assessments – 14-day, 90-day and change of condition, • Wound evaluations- usually about a handful of residents. This can be completed in collaboration with homecare and hospice., • Assisting the LPN with floor follow up (this is done in collaboration with the LPN), • Fall follow up, and developing interventions, • Collaborates and contributes to create service agreements with residents., • Assures residents have up to date service agreements per state regulations., • Monitors and maintains resident charts and clinical progress notes., • Communicates to physicians and other personnel (county caseworkers) changes in resident’s needs or conditions., • Facilitates coordination of resident services with other service providers., • Assures that medication administration procedures are followed properly and discusses any needed corrections, errors, etc., with staff., • Documents disposal of medication per procedure., • Works as a team player with all members of the residents care team., • Provides health training to new employees as well as continued education for all staff; documents training in compliance with state, federal and local regulations., • Assures that staff clearly understands and follow all resident care procedures., • Shares resident and family concerns with pertinent staff if appropriate., • Is flexible and willing to expand and adapt to changes in the AL industry., • Promotes a positive, team approach and a healthy work environment. Qualifications -Maintains a current state license as a Registered Nurse per state regulations. -A minimum of one year experience in home health, assisted living or long term care is preferred. -Good organizational skills with the ability to self-start and follow through with initiatives with a minimal amount of supervision. -Exhibits a caring heart with a passion to care for the elderly. -Possesses good judgment, problem-solving, and decision-making skills. -Exceptional verbal and written communication skills. -Experience using a resident record computerized system Physical Requirements (based on essential responsibilities) Must be able to frequently perform tasks such as, but not limited to, those listed below: -Must be able to move throughout the work day and throughout the building. -Must be able to cope with the mental and emotional stress of the position. -Move, push, pull and/or lift objects weighing 10 to 25 pounds. -Use hands and arms for simple grasping, pushing and pulling -Perform tasks requiring actions of muscles or groups of muscles to walk, stoop, bend, lift, and to carry objects -Walk and/or stand for prolonged periods of time -Speak clearly and make self understood in face-to-face interactions -See objects closely to read directions, instructions, etc. -Hear normal sounds and voices with some background noise to receive verbal instructions, answer telephones, communicate with others, etc. General Notes -This job description is not intended to be all-inclusive; additional details will be specified by the supervisor. The employee will also perform other reasonable business duties as assigned by the supervisor. -Management reserves the right to change job responsibilities, duties and hours as needs prevail. Gentle Touch Health Initiatives is an at-will employer. This job description is a guideline and does not constitute a written or implied employment contract. GTHI is an EO Employer/Vets/Disabled.

Job DescriptionSalary: Who is BGM? BGM offers entrepreneurs, business owners, organizations and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs. We dont just solve problems, we anticipate needs. We dont just provide ideas, we provide insight. And we dont just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more! We are seeking a highly skilled and experienced SOC Leader to join our team! This new role will lead BGMs SOC delivery function including performing a full range of SOC Audits, evaluating and testing results, and providing feedback and opinions to clients. We are interested in speaking to candidates who have a desire and the skills to develop a line of business from scratch, alongside our team. This position will require someone who is willing to utilize their expertise to develop and build business strategy, process, and procedures. In the short term, this person must be willing to work independently while creating a new department. In the long term, this person must have the ability to select, train and motivate a team of qualified professionals. The ideal candidate will have extensive knowledge of SOC1, SOC2 and SOC3 Audits and will have expertise in one or more of these reporting options. Responsibilities include but are not limited to: • Act as firm expert in SOC, • Perform SOC examinations and understand audit guidelines, • Understand information technology controls, concepts and auditing, or be able to lead and mentor employees who have his expertise, • Confer with clients on technology risks and identify control gaps within their processes, • Plans and conducts assigned audit engagements successfully from beginning to end, • Identifies and communicates issues raised, offering recommended solutions relevant to business and risk, • Eventually, will supervises team members assigned to engagements, providing guidance and overall review of deliverables, • Ensures audit conclusions are based on a complete understanding of the process, circumstances and risk, • Develops audit programs and testing procedures relevant to risk and test objectives, • Obtains and reviews evidence ensuring audit conclusions are well-documented, • Maintain subject knowledge expertise of AICPA SOC standards, and other relevant guidance issued regarding SOC 1 and SOC 2 and the impact to the SOC compliance environment, • If desired, may participate in new client development through marketing and networking activities Preferred Qualifications and Skills: • Bachelors Degree in Accounting, • Minimum 5-7+ years experience in Public Accounting with a recent emphasis on SOC Audits OR 5-7+ years experience performing and executing SOC 2 Audits with extensive knowledge and ability to do IT Testing, • Experience planning and leading SOC audit engagements, • Current CPA or has other relevant certifications, • Strong computer skills; proficient in Microsoft Office programs, • Experience with accounting/audit software such as Caseware or similar, • High level of organization, focus, exceptional attention to detail, and strong follow-up skills, • Strong interpersonal and relationship building skills, • Willingness to take supervision and guidance, • Team management skills the ability to coach, motivate, and direct a team of people, • Team player with a positive can-do attitude, • Creative problem-solving ability, • Excellent verbal and written communication skills, • Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position., • Rest and Relaxation. 18 days paid time off, 8 paid holidays,, • HealthBenefits. Medical with HSA and FSA options, dental, and vision., • Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance., • Give back. Get paid to give your time to the community:ask us about this!, • Educational Benefits.Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses., • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Not sure if you qualify? Think about applying anyway: We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply! BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

Job Description Title Wealth Advisor Location Chicago/ Denver/ Michigan/ Minnesota/ Oakbrook Terrace/ Raleigh/ Washington D.C./ Milwaukee/ Lake Forest / Jackson Hole Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. The Role We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: • Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:, • Financial planning and budgeting, • Holistic balance sheet advisement (including cash and debt), • Asset allocation and investments, • Estate and tax planning, • Insurance analysis and review, • Charitable Strategy, • Responsible for growing business through business development and referral generation from clients, • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients, • Demonstrate a genuine involvement in the local community, • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: • Team-oriented, relationship-driven advisor, • High integrity, honest, respectful individual, • Curious and coachable disposition, • Passionate about serving clients, • Strong ability to foster relationships both externally and internally, • Demonstrated strong work ethic, • Good communicator with superior written and oral communication skills, • High attention to detail and well organized, • Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives., • High standards of professionalism while working with clients and team members Key Qualifications: • Certified Financial Planner (CFP) designation - required, • Five years of relevant experience managing all facets of wealth management - required, • Bachelor’s degree - required, • Experience serving physicians is preferred but not required, • Demonstrate strong, established client relationships, • Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

Job DescriptionSalary: Who we are: Energy Management Collaborative (EMC) provides best-in-class LED lighting + technology solutions and services to a broad range of multinational retail, commercial, industrial and specialized customers. Since 2003, the company has used its total project management approach, EnergyMAXX to successfully implement thousands of lighting upgrade projects, saving clients across industries billions in kilowatt-hours of energy. EMC is looking for a self-starter who is driven to learn and take on new challenges. Ideal candidates share our company values of Always Go the Extra Mile, Teamwork, Continuously Improve and Drive Change and Take Initiative. Job Summary: The Manager, Account Management provides leadership and oversight for all activities within the Account Management department. This role is responsible for managing a portfolio of existing EMC clients and overseeing the delivery of client-related services in alignment with EMCs sales strategy. The Manager collaborates closely with cross-functional teams throughout the end-to-end process to ensure the customer perspective is effectively represented and to identify opportunities for new or expanded business with current and prospective clients. Additionally, this position ensures accuracy, consistency, and best practices across key sales systems, processes, and methodologies. Essential Job Functions: • Align Account Management priorities with broader company strategy., • Provide leadership and management oversight of the Account Managers and Account Coordinators., • Set performance expectations and KPIs, foster a high-performance, customer-centric culture, and lead hiring, onboarding, and succession planning., • Manage a portfolio of existing EMC clients and their client-related services, • Conduct coaching, performance reviews, and career development planning, and address performance gaps through corrective action plans., • Ensure the voice of the customer is represented internally across the end-to-end process, including proposals, sales, services, problem reporting, and follow-up., • Ensure Account Managers are integral members of cross-functional teams to successfully execute projects., • Lead the end-to-end sales process within the Account Management team., • Assess and allocate accounts to Account Managers/Coordinators and support sales forecasting for assigned clients., • Support Account Managers in consulting with current and new customers to identify new business opportunities., • Manage all Account Coordinator activities to ensure effective support of the National Account Executives., • Partner with Sales leadership and collaborate with EMC Sales Team members to improve sales processes and drive increased customer sales., • Support Marketing campaigns focused on incentive insights and qualified lead generation through communication with active customer accounts., • Manage the sales process within Salesforce., • Serve as the subject matter expert on Salesforce and Vision., • Develop, document, and maintain sales training, policies, processes, procedures, and analytics dashboards to ensure data accuracy and visibility of sales activities., • Continuously improve sales and account workflows to reduce errors and improve efficiency., • Manage change adoption for new tools, processes, or organizational initiatives., • Attend and conduct customer meetings and events., • Other duties as assigned. Skills and Abilities: • Ability to lead and manage, • Excellent oral, written and interpersonal communication, • Strong problem-solving and analytical, • Proven team player/leader with measurable, • Proficient in Microsoft Word, Outlook and Excel used for tracking and, • Proficient in Salesforce and, • Able to work well in a team environment as well as, • Detail-orientated, high degree of accuracy and ability to multi-, • Ability to work effectively with limited, • Ability to work well under pressure and meet, • Proven customer service and sales Education: • Four-year degree preferred in Business or Communications, Environmental Engineering or related degree. Experience Required: • 5 years managing a team, • 4-6 years in sales or account management, • Experience within the energy industry and/or experience working with or within utility incentive program groups is required., • Leadership and communications skills necessary to be an effective leader and, • Salesforce experience Experience Preferred/Other Qualifications: • Experience and success in a fast-paced and changing industry/business., • Experienced in customer/trade partner relationship Physical Job Requirements and Working Conditions (include if applicable): • The employee must occasionally lift or move office products and supplies, up to 20, • 20% travel EMC is an Equal Opportunity Employer Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Disability, Veteran.

This position will be responsible for leading and executing of Kraus-Anderson's business development strategies, objectives and initiatives working with the commercial market sector team focused on the K-12 education market sector. Pay is based on many factors including but not limited to education,