Trabajos field marketing en Poughkeepsie, New YorkCrear alertas

Job Description The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and financial planning, • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation and meeting documentation/notes, • Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews, • Manage data and plans in financial planning software, • Learn the technical aspects of the advisor position and prepare to service clients independ, • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply, • Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings, • Clearly articulate complex concepts to clients, • Proactively communicate with clients and follow up on all contacts assigned, • Manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives, • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business, • Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork, • Other duties as assigned Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products, • Basic computer skills (Outlook, Word, Excel and Power Point) are essential, • Excellent communication skills, both verbally and in writing, • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once, • Ability to build relationships with clients and internal partners and product wholesalers, • Experience with the following software preferred, • Redtail client CRM, • MoneyGuide Pro/Elite, • eMoney, • Morningstar Advisor Workstation Education and/or Experience • Bachelor’s degree in finance, accounting or related field, • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required, • Series 65/66 preferred: (or ability to obtain)

Job Description Helping Save More Lives That’s our mission. It’s our business. We are seeking a team player who is passionate about making a commitment to our mission — and making it their business. RQI Partners, a partnership between the American Heart Association and Laerdal Medical, is growing and seeking qualified candidates to propel a bigger, bolder, and trailblazing impact. We invite you to review the requirements of the position below. If the opportunity to shape, promote, and amplify initiatives that improve cardiac arrest survival rates inspires you, RQI Partners wants to hear from you. Helping Save More Lives. — Our Mission, Our Business. Please note the successful candidate must be located in the San Diego area. Position Overview: The Business Development Director will be responsible for securing and growing the Digital Distribution business, by developing strategic relationships, managing existing distributor accounts, leading proposal efforts, and meeting revenue targets. This role requires a proactive approach to managing and collaborating with distributors and internal teams to deliver successful outcomes. • Relationships: Build and develop corporate relationships with your assigned distribution partners, • RQI Portfolio: Position the Digital Resuscitation Portfolio direct to the Distribution segment, while supporting their business growth utilizing company resources, tools and processes to create additional business value and opportunities., • Revenue/ Reach: Drive adoption of the Digital Resuscitation programs among the assigned partners to achieve revenue and reach annual targets and renewal and expansions., • Business Opportunity: Build market awareness of our Digital Resuscitation Portfolio Solutions with emphasis on the importance of high-quality CPR., • Best Practices: Utilize company resources and knowledge to achieve sales goals, market/mind share, and profitability objectives to grow the DDN’s market share., • Program Competence – Ensure mastery of the features, functionality, and value proposition related to the RQI Portfolio., • Achieve distribution annual revenue (subscription) quota for assigned region and accounts, • Management, coaching, and developing channel partners to ensure successful attainment of business and revenue objectives., • Drive and grow distribution funnel and forecast to achieve monthly, quarterly, and annual target, • Strong cross functional communication across the organization (marketing, implementation, support, etc.), • Provide quarterly business updates for all assigned channel distribution partners to DDN Leadership, • Bachelor’s degree or equivalent in business or healthcare, • Minimum of 10 years involving one or combination of the following positions: field-based B2B sales, account management, and/or relationship management with consistent achievement (exceeding) of business goals., • Strong business acumen and professionalism, • Ability to manage a large, multi-state geographical region, • Track record of effectively handling complex and demanding projects, • Effective verbal, written and interpersonal communication skills, both internally and externally, • A passion for quality service and exceeding client expectations, • The ability to build genuine connections and lasting relationships, • Experience working with healthcare distributors preferred The estimated annual base salary for this position is $120,000-$125,000. Please note that this range does not include any other compensation or benefits that an individual may be eligible for. The salary offered depends on a variety of factors, which may include the qualifications of the individual applicant for the position, level of education attained, and/or professional certifications, years of relevant experience, special skills, possible geographic differential, etc. This position is eligible for a variable pay plan which will be discussed during the interview process. RQIP Benefits Include: • Generous PTO & Holidays, • Remote Work Environment (some positions require travel), • Comprehensive Medical, Dental and Vision, • HSA & FSA Account Options, with employer HSA contribution, • 401k with Employer Match & Profit Sharing, • Employee Assistance Program, • Tuition Reimbursement, • Professional Development Opportunities, • Student Loan Repayment Assistance, • Eligibility for Annual Bonus, • Wellness Reimbursement Program, • Pet Insurance

Job DescriptionBenefits: • Hiring bonus, • 401(k), • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job Description Role: The Early Childhood Support Specialist assists home based early childhood educators with training, tools, and resources to strengthen their business operations and overall well-being. This includes guidance on financial planning, use of Child Care Management Software (CCMS), marketing, Human Resource (HR) practices, and access to health and retirement benefits. The Specialist fosters reflection and collaboration to help educators meet their goals effectively. Typical Responsibilities • Business Operations, • Provide one-on-one and small group training to support financial health and sustainable business practices., • Help educators onboard and use CCMS for billing, enrollment, Child Care Assistance (CCA) tracking, and reporting., • Assist with marketing strategies to maintain full enrollment and optimize automation tools., • Guide educators in implementing HR and financial systems like payroll, budgeting, and tuition collection., • Health & Well-Being, • Help educators access telehealth, insurance options, and wellness resources., • Organize and track participation in monthly network meetings and peer support events., • Promote use of services such as retirement planning and purchasing discounts., • Data & Records Management, • Collect and maintain data on educator progress, CCMS use, and financial health., • Keep training records and action plans current in tracking systems., • Compliance & Program Assistance, • Support educators in maintaining accurate child, family, and staff records., • Review and help improve policies on fees, enrollment, and communication with families., • Help educators prepare for audits and licensing visits using CCMS tools., • Professional Development & Collaboration, • Use adult learning strategies to train educators with different needs and experiences., • Degree in business, Early Childhood Education, or related field., • 3+ years of experience in early childhood program management or fiscal/business operations., • Strong understanding of CCMS and business automation tools., • Skilled in data analysis, communication, and training, • Bilingual preferred

Job Description Hourly Rate: $18 to $25 Factory Direct Enterprises LLC (FDE) proudly represents Ashley, the #1 selling furniture brand in the world and the leading retailer of furniture and bedding in the United States. We are committed to "Amazing" our Team Members by supporting their journey toward becoming their best selves through competitive pay, benefits, a strong culture, and growth opportunities. Who We Are • #1 Selling Furniture Brand in the World, • #1 Retailer of Furniture and Bedding in the United States Our Culture & Team Member Programs At FDE, we pride ourselves on a culture of recognition and growth. We invest in our team and value feedback through programs like Employee Surveys. Our Ashley Cares programs highlight our commitment to our team, guests, and communities: • Hope to Dream: For every mattress sold, a portion of proceeds is used to purchase and donate beds to children in need (ages 3–16), • Give a Day: Paid volunteer day annually with an approved organization, • Corporate Chaplains: Support for grief care, hospital visits, marriage/parenting, aging parents, and stress management, • Life Resources: Quarterly events supporting finances, relationships, health, and wellness, • Team Member Relief Fund: Financial assistance for unexpected life events, • SmartDollar: FREE financial wellness program for budgeting, debt reduction, and saving Position Overview The SM is responsible for assisting in executing and achieving all corporate visual merchandising strategies and business goals. The SM effectively assists with all day-to-day functions of stores including the guest experience, visual merchandising, and operational excellence. Essential Functions: SALES GENERATION • Seek ways to support the sales team and drive overall sales, • Deliver exceptional performance while assisting in the sales (TO) process, • Demonstrate an in-depth knowledge of the merchandise; ensure selling staff is fluent in all aspects of product knowledge, • Manage and drive 100% compliance of all visual processes, • Control store payroll and expenses and maintain budgets, continually striving to reduce costs, • Manage store inventory, • Assist in training staff in all areas of responsibility, • Build and maintain good communication with members of corporate office, property management and other stores, • Facilitate the prompt repair of store equipment as required, • Implement and maintain all corporate merchandising directives and ensure execution of effective merchandising strategies, • Ensuring proper signage is being utilized to effectively market in-store products, • Take pride and accountability for the visual appearance of the store, • Responsible to maintain a selling floor that is neat, clean, organized and reflects the correct visual image at all times Schedule Expectations • This is a part time role, with a scheduled 30 hours per week with open availability working holidays and weekend., • During peak times, they may be asked to work overtime hours to support the store., • Regular attendance at the home store for business needs is an essential function of this position., • Degree in retail management, visual merchandising, graphic design, interior design, marketing or related field required; Equivalent experience may be considered in lieu of education., • 1-year experience in retail visual merchandising or design.

Job DescriptionDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based in Capital Region. We are seeking an experienced and highly organized Paraplanner to join our team. The Paraplanner will provide support to financial advisors by preparing financial plans and analysis and gathering client data. The successful candidate will work independently and be highly organized while maintaining strict attention to detail. • Prepare financial plans and provide analysis and recommendations, • Work closely with advisors to facilitate effective client meetings and planning sessions, • Interact regularly with clients and respond to client inquiries, • Gather client data, including risk tolerance and financial goals, • Input client data into financial planning software and CRM (E-Money and Redtail respectively), • Maintain client records and ensure compliance, • Assist with new business development and marketing efforts, • Complete continuing education as required Requirements:, • Bachelor’s degree in finance, economics, accounting, or related field, • 5+ years of experience in financial planning and analysis required, • CFP® or equivalent preferred but not required, • FINRA licenses preferred but not required, • NYS insurance licenses preferred but not required, • Excellent research, analytical, and problem-solving skills, • Exceptional verbal and written communication skills, • Able to work independently and meet deadlines, • Knowledge of financial planning software (preferably E-Money), • Proficiency in Microsoft Office Suite Compensation: $65,000 - $75,000, Non-Exempt, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.

Job DescriptionJoin our team as an Environmental Technician/Administrative Assistant where you will play a vital role in environmental remediation projects and working as an office assistant. This is one job where you will be working two different positions. As an Environmental Technician/Office Assistant, you will be involved in various tasks related to environmental cleanup and remediation projects by visual and instrument monitoring cleanup activities. This is partly a field position where you will need to drive to various locations for jobs. This is NOT just an office position. You need to be able to work outside of the office. Environmental Technician Duties: • Utilize hand tools and power tools to assist in monitoring environmental cleanup projects., • Work collaboratively with team members to ensure project completion within set timelines., • Adhere to safety protocols and guidelines to maintain a secure work environment., • Document project progress and maintain accurate records of activities performed.Qualifications:, • Previous experience in the environmental consulting industry is preferred but not required., • Proficiency in using hand tools and power tools for environmental monitoring activities., • Ability to work effectively in a team environment and follow instructions accurately., • Strong attention to detail and commitment to delivering high-quality work., • Flexibility to adapt to changing project requirements and schedules.The administrative assistant must be highly organized to manage the day-to-day administrative aspects of running the business. The successful applicant will have a positive attitude, a desire to work as efficiently as possible, and excellent client-facing communication skills. We’re looking for someone who can operate effectively with little or no supervision and who can manage multiple tasks at once without becoming overwhelmed. The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work diligently. This person will be comfortable working with a high degree of attention to detail and discretion. MUST have a minimum of 3 years experience working in an office environment. MUST have a great working knowledge of Microsoft Office. We're looking for an outgoing person who would be interested in marketing and networking at various events. Administrative Assistant Duties: • Answer and direct phone calls, • Organize and schedule appointments, • Write and distribute email, correspondence memos, letters, faxes and forms, • Assist in the preparation of regularly scheduled reports, • Develop and maintain a filing system, • Update and maintain office policies and procedures, • Order office supplies and research new deals and suppliers, • Maintain contact lists, • Act as the point of contact for internal and external clientsYou must have a reliable vehicle to use for work. THIS IS NOT A REMOTE POSITION. YOU MUST COME TO THE OFFICE FOR WORK.

Job Description BASIC FUNCTIONS AND RESPONSIBILITIES: The Senior Activities Manager is responsible for the operation, administration and coordination of the Activities, Kids/Youth, Boats, and Tennis, Wheelworks Shop. Activities Department consists of the Beach, Hikes, Tournament Areas, Information Summerhouse, Special Events, Holiday Events, Disc Golf, Archery and Tomahawk range. The Senior Activities Manager is an active member of the Recreation Team and responds to guests needs in timely fashion to ensure gracious service. Assists the Recreation Director. Oversees the Recreation Department in the absence of the Recreation Director. ESSENTIAL JOB FUNCTIONS: -Organize, schedule, and direct all sports areas/daily activity events within the Activities Department, Kids/Youth Department, and Boat Dock Department, Bikes/Tennis, and Beach -Organize, schedule, and direct all holiday events within the Activities Department including 4th of July Events, Halloween, Kids Stay Free, Thanksgiving, Christmas, New Year’s, President’s Week, and Easter Week. -Work with Director of Human Resources to organize, schedule and direct employee holiday events including Christmas ‘give aways’ and Easter egg hunt and party -Responsible for recruiting, selecting, training, coaching, and reviewing of all personnel within the Activities Department; Youth and Children’s Supervisor, Activities Supervisors, Activities and Winter Sports Supervisor, Head Lifeguard, Boat Dock Attendants, Activities Leaders, Children’s Counselors, Lifeguards, and Tennis Clerks. -Schedule and provide assignments to staff for Activities, Tennis, Kids/Youth, Bikes and Boats. -Schedule Daily Activities, Special Events and Holiday Events. -Prepare and administer the budget (revenue, expense and labor) and reforecasts for the Activities Department, Kids/Youth Department, and Boat Dock Department. Assists the Recreation Director with Tennis Department. -Enter group or sport activities/daily activities and block space in the Catering Software Program. -Interact regularly with other department heads and staff regarding upcoming functions and events as well as provide a balance of activities on the daily Activities schedule. -Work with Marketing and Programs developing and executing theme programs and special events. -Interact with the Group Recreation Sales Manager to coordinate staffing for corporate or recreation sales events. -Maintain the Central Bulletin Board and updates trail information on all internal locations and documents. -Make recommendations for sports facilities and equipment purchases and assists Recreation Director in long range planning. -Maintain appropriate Mohonk Mountain House image and standards in all efforts. -Promote Guest Relations. -Ensure that Mohonk Mountain House employee policies and guidelines are followed. -Available to guests and able to deal calmly and pleasantly with guests while under pressure. -Maintain an awareness of industry trends and local recreational offerings. -Analyze problems and develop and implement action plans to address problems. -Initiate conversation in a friendly, professional and congenial manner with guests and staff. -Handle adversity, change and emergency situations calmly and with a level head. -Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time. -Lift up to 75 pounds from ground level to waist and carry a distance of up to 100 feet with/ without assistance. Walk up to 15 miles per day. -Climb up, down, across, under, and over rocks and into tight spaces while rock scrambling. -Present a neat, clean, and well-groomed appearance in accordance with the Mohonk Mountain House Dress and Grooming Standards. -Identify safety hazards and inspect the work of others by sight, sound, and/or smell. Ensures hazards are corrected. -Speak clearly in front of many people. -Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings. -See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. -Work in a manner that will not endanger self or others. -Manipulate sports equipment. -Memorize a history tour of the grounds, trials, and story of Mohonk Mountain House and the Smiley Family. -Work flexible or changing days and hours; including days, nights, weekends, holidays, and occasionally up to 14 hours per shift. -Work up to 6 days per week as necessary. -Demonstrate creativity and imagination. -Possess good disciplinary and interpersonal skills. -Work without supervision and take initiative. -Use a PC for booking reservations, data entry, and billing guests in various Recreational areas -Work closely with the Head Lifeguard to ensure guards are completing weekly drills. -Ensure all areas are completing daily sanitation protocols. QUALIFICATIONS: -BS Degree in Sport Management, Recreation, or similar field. In lieu of degree 3-5 years of proven work history in a Recreation setting with increasing responsibility. -Minimum of 2 years’ experience in management. -Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience. -CPR/First Aid/Lifeguard Training certification required. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Description Employment Type: Full-Time FSLA: Salary/Exempt Salary Range: $105,000.00 - $125,000.00 Division: Project Management Department: Project Management Reports to: Project Executive Supervisory Duties: Yes The Project Manager (PM) will serve as a main point of contact and corporate representative for all project stakeholders, including Owners, OPMs, Developers, Architects, Engineers and Subcontractors. The PM is responsible for oversight of the entire project’s life cycle including budget, cost, schedule, risk, resource management and safety while providing exceptional customer service. The PM will oversee the implementation of a Raving Fans action plan and play a key role in business development including networking events, marketing initiatives, proposal preparation and interviews. Responsibilities / Essential Functions • Involvement and support throughout the proposal and preconstruction processes., • Work closely with estimating and purchasing during the procurement/buy-out phase of the project., • Provide constructability reviews of drawings and budget updates, as necessary., • Review and management of project team and staffing requirements., • Attend and run weekly owner/architect/contractor (OAC) project and subcontractor meetings; manage preparation and distribution of meeting minutes., • Continuously coordinate with field staff (General Superintendent, Project Superintendent, Assistant Superintendent, Safety Manager, etc.) on project goals, budget and schedule., • Overall management of project financials, including cost reporting, monthly requisitions, review and approval of invoices, ensure timely completion, management of the requisition process to maintain cash flow throughout the project and address/communicate issues proactively and promptly., • Budget forecasting., • Change Management (including negotiation of disputes as necessary)., • Represent Consigli with Owner, Architects, Consultants, Government Authorities, Vendors and Subcontractors., • Main point of contact for Owner communication and reporting., • Mentor staff: manage multiple team members on large complex or multiple projects., • Provide evaluation(s) of team members on performance and identify training needs. Conduct training and development of others., • Provide oversight and management of project controls including RFIs, submittals and material delivery tracking with support from APM and PE., • Oversight of Material Delivery tracking and reporting., • Oversight of meeting agenda, the development of minutes and reporting., • Maintain close relations with subcontractors, including early notification of submittal & material delivery schedule expectations., • Assist the Project Superintendent and other team members in the resolution of all critical issues with a focus on quality, cost, and schedule. Provide documentation as necessary., • Monitor executed subcontracts and insurance certificates; verify contracts and insurance are in place prior to commencing work., • Work closely with Project Scheduler to update and distribute project master schedule with input from Superintendent and project teams., • Complete and implement project closeout checklist., • Manage the timely close out documentation process for assembly and submission to the Design Team and Owner., • Provide oversight and coordination of the work; manage issuance and completion of punch list to Subcontractors; drive project to completion., • Observations and Field Reports: work with project team to conduct field walks as necessary and compile any corresponding documentation accordingly. Review Design Team field reports and work with required parties to resolve open items and drive resolution., • Perform regular safety walks with field and safety staff and record observations., • Assist in preparation and present at interviews for project pursuits., • Take lead in the development and management of optimal project profit opportunities including self-perform trades. Key Skills • Strong communication skills., • Ability to review, understand and support all change management processes., • Strong initiative and problem-solving abilities., • Ability to multi-task and self-prioritize., • Motivated and driven., • Ability to work in a team environment with a primary focus on collaboration., • Excellent written and verbal presentation skills. Required Experience • A Bachelor's degree in engineering, Construction Management or Architecture preferred., • 5+ years of experience within the construction industry in project management or similar role., • OSHA-10 and OSHA-30 preferred., • Additional proficiencies may include cost management software (Timberline, Sage preferred), scheduling software (Primavera P6 preferred) and construction management software (Procore preferred).