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Job Description Summary of Job: We are seeking a motivated and results-driven Plumbing Sales Estimator to join our team. In this role, you will be responsible for promoting and selling our plumbing products and services to both new and existing customers. You will use your expertise in plumbing systems and excellent interpersonal skills to build strong relationships and drive sales growth. Ideal candidates possess superior customer service skills, are great problem solvers, and thrive in a challenging environment. If this sounds like you and you want to grow your career with a stable company as an essential team member, we encourage you to apply today! Essential Duties and Responsibilities: • Listen to the needs of our customers, assess, and create solutions to meet their needs and wants., • Create proposals that are accurate, complete, and easily transferred to our Fulfillment/ service teams., • Establish customer rapport to build relationships with our customers and support them through the buying process., • Learn and understand city requirements, permits, and regulations., • Partner with our service team, and our customer experience teams to ensure overall success., • Be organized, motivated, flexible, and a team player., • Ability to communicate with customers in a clear, confident manner throughout the entire experience so that they are aware of what is going on inside their home/business., • Ability to adjust your communications to provide the best customer experience possible., • Ability to create detailed job notes in the customer’s account for future reference., • Ability to both teach and learn by sharing thoughts/experiences with your coworkers in meetings and in one-to-one interactions., • Willingness to try new ideas and recommend process improvements to your manager with the objective of improving efficiency/effectiveness., • Frequent communication with dispatchers so they know the status of each job for scheduling purposes., • The ability to maintain a clean and organized workspace both in a customer’s property and your company vehicle., • The ability to work safely and the motivation to help ensure that those you work with are working in a safe manner., • Proven experience in sales required, familiarity with plumbing systems, products, and services is preferred., • Previous Residential Sales experience is strongly desired., • All employees of Hoffmann Brothers must consider safety as their primary job. General knowledge of safe working practices and federal/state OSHA requirements is required as applicable. Requirements Physical Demands/Working Conditions: To adequately perform the duties of this job, the employee is regularly and routinely required to sit, stand, walk, kneel, squat, stoop hands to finger, handle controls; hear, and talk. The employee frequently is required to reach with hands and arms. The employee must be able to climb ladders, work in hot and cold environments, and work in small crawl spaces. The employee must regularly lift and/or move 50lbs and up. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment can vary depending on the season and scope of work – employees are required to work outdoors throughout the seasons. The work environment will subject employees to continual interruptions and changing priorities. Effective, consistent, and constant communication with customers, vendors, co-workers, and others is required. Benefits We offer a variety of benefits to all of our employees, which include: • Three Kaiser Medical Plans to select from with a 100% Company Paid Option, • Dental & Vision Insurance, • Voluntary Life Insurance & Accident Coverage options, • Company Paid Short Term Disability, Long Term Disability & Basic Life, • Employee Assistance Programs, • 401K Plan with 4% Company Match, • Paid Vacation & Paid Sick Time, • Maternity & Paternity Pay, • Bereavement Pay, • Company Paid Uniforms Provided, • Tool Account Program Blue Sky Plumbing, Heating, Cooling & Electric is an Equal Opportunity Employer.

Job Summary and Responsibilities\n \n As our RN, you will assume responsibility for facilitating, communicating, and collaborating with the healthcare team and patient/family to meet the physical, emotional, and spiritual needs of the patient, advancing modern nursing through compassionate care. \n \n Every day you will promote optimal patient health, well-being, and safety through the nursing process, adhering to patient care standards, guidelines, and the State Nurse Practice Act, and demonstrating personal accountability for relationship-based care and our organizational mission. \n \n To be successful in this role, you will be a Registered Nurse with a commitment to compassionate, high-quality patient care, strong communication and collaboration skills, and the ability to apply the nursing process effectively within a supportive, mission-driven environment. \n\n • Assess patient’s physical, psychosocial, cultural, and spiritual needs through observation, interview, review of medical records & clinical data. Evaluates patient’s response and intervenes to ensure optimal patient outcome.\n, • Develop and implement patient plan of care and observe outcomes in accordance with nursing standards and in collaboration with the interdisciplinary team.\n, • Demonstrate competency in a variety of therapeutic/diagnostic interventions including, but not limited to, IV’s, incision/wound care, medication administration, catheterization, and specimen collections.\n, • Thorough and confidential maintenance of patient charts and records. Document ongoing status, interventions, patient response and outcomes in an accurate, timely manner. Use information technology to communicate, manage knowledge, mitigate error, and support decision-making.\n, • Promote, advocate, and collaborate to protect the health and safety and rights of each patient.\n, • Provide patient/family education through assessment of patient/family learning readiness, needs, and ability. Provide teaching and evaluate effectiveness of teaching.\n\n We are offering a $20,000 sign on bonus in addition up to $8,000 relocation assistance to new hires who meet the eligibility requirements. Job Requirements\n Required \n\n • Associates Degree in Nursing; Nursing Diploma or by endorsement\n, • RN License in state of employment\n, • Physical Requirements: Medium Work exert/lift up to 50 lbs. force occasionally, and/or up to 20 lbs. frequently, and/or up to 10lbs. constantly\n\n Preferred \n\n • Bachelors Degree in Nursing\n, • One (1) year RN Labor experience\nWhere You'll Work\n \n \n\n Beginning in October 2025, we will be a 15 bed labor deck, 18 bed postpartum unit, and a 7-9 bed level II NICU caring for 32 weeks and above, occasionally going down to 30 weeks. With our location right off I-25 we see all gestations and have the capability and resources to deliver, stabilize and transport. We also have 3 triage beds and 2 OR suites. We are doing around 100 deliveries a month and continuing to grow. With the addition of Kaiser we anticipate we will double our census and deliveries. Exciting times at St. Anthony North!\n\n\n \n\n\n Our dynamic unit offers numerous opportunities for continuing education and role expansion, supported by a flexible self-scheduling process. We seek confident and adaptable nurses with a strong work ethic and positive attitude, who are proactive advocates for their patients.\n\n\n \n\n\n For more than 50 years, St. Anthony North Hospital has delivered optimal health care to the communities of Westminster, Erie, Brighton, Broomfield, Northglenn and Thornton. Highlights of our campus include 60,000 square feet of integrated primary and specialty care physician clinics, ambulatory surgery center, birthing center with private birthing suites, Level III Trauma Center with 24/7 emergency services, over 150 inpatient beds and an outpatient diagnostics center with lab and imaging services. In 2023, we received our prestigious Magnet designation! We are so proud of our nursing staff for this achievement, which is awarded to less than 6 percent of hospitals in the United States. Built on the pillars of convenience, wellness and person-centered care, we offer inpatient and outpatient care at one site, with an emphasis on preventive health, wellness and health education.\n\n Pay Range\n \n$33.15 - $59.67 /hour

Physician Assistant License (Colorado) AND Pathologist's Assistant Certificate from National Commission for the Certification of Physician Assistants. Obtains a pertinent medical history, performs an appropriate physical examination, and reviews relevant laboratory or radiologic (or other) stud

Job Summary: APN: Practices professional nursing by the performance of both independent nursing and delegated medical functions in accordance with accepted practice standards.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Vice President, Privacy develops and implements policies, governance structures, and operational processes resulting in the responsible collection, use, storage, and protection of personal data. The Vice President, Privacy reports into the Legal Department, while partnering with Compliance, Technology, the People Team, Marketing, and executive leadership to embed privacy into business strategy and operations. This position will be a strategic contributor to company direction and growth. The position will be adept in stakeholder management and an articulate internal and external communicator. They will have the ability to explain complex issues concisely and answer questions with appropriate detail and understanding. This role requires strong communication, leadership, and executive presence when representing the firm with executives, employees, and other key parties. The position will work hand in hand with the General Counsel to push for broader, deeper strategic thinking and must be able to deliver compelling ideas in a room with some of the industry's most experienced and innovative executives. Essential Job Functions for this role include: • Privacy Strategy & Governance: Define and execute a comprehensive privacy strategy aligned with business goals, regulatory requirements, and industry best practices., • Regulatory Compliance: Responsible for compliance with global privacy laws (e.g., SEC Regulation S‑P, GLBA, CCPA/CPRA, GDPR, PIPEDA, state-level privacy laws), including AI tools, models, and workflows. Monitor regulatory changes and lead organizational readiness., • Policy Development: Create, maintain, and enforce privacy policies, standards, and data-handling procedures across the enterprise, and develop and report on compliance metrics., • Risk Management: Lead privacy risk assessments, DPIAs, vendor risk reviews, and audits. Identify gaps and drive remediation., • AI Policies and controls: Develop and implement AI‑specific data‑handling policies and controls, including rules for input restrictions, redaction, anonymization, retention, and secure storage of AI‑generated or AI‑processed data, as well as controls for access management, monitoring, and employee training on safe and compliant AI usage., • Data Protection Operations: Oversee processes for data subject rights, consent management, data retention and deletion, breach response, privacy-by-design, and use of data in AI., • Incident Response Leadership: Assist in managing response to privacy incidents, coordinating with security and communications teams., • Cross-Functional Collaboration: Partner with Compliance, Technology, the People Team, and Marketing to embed privacy into systems, products, and workflows. Knowledge, Skills, and Abilities: • 10+ years of experience in privacy, data protection, compliance, cybersecurity, or related fields., • Deep knowledge of global privacy regulations and frameworks (GDPR, CCPA/CPRA, NIST Privacy Framework, ISO 27701)., • Proven leadership experience building or scaling privacy programs., • Strong understanding of data governance, information security, and risk management., • Exceptional communication skills with the ability to influence at all levels., • J.D. from an accredited law school is highly preferred., • Certifications such as CIPP/E, CIPP/US, CIPM, CIPT, or equivalent are highly preferred. Preferred Skills & Attributes: • Strategic thinker with the ability to balance risk, compliance, and business needs., • Experience working in highly regulated industries (healthcare, finance, technology, government)., • Ability to translate complex legal and technical concepts into clear business guidance., • Strong crisis management and incident response capabilities., • Demonstrated success leading cross-functional teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 8/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $190,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards., • Manage service workflows and client touchpoints to ensure timely and accurate execution., • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery., • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented., • Other duties as assigned. Advisor Partnership & Practice Management • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning., • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols., • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends., • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement., • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients., • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: • Strong understanding of wealth management processes and service models., • Proven ability to manage complex client relationships and resolve issues effectively., • Leadership and mentoring experience within a team environment., • Excellent communication, organizational, and problem-solving skills., • Proficiency in CRM systems and workflow management tools., • Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $59,500—$70,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: As a Mercer Advisors summer 2027 intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Essential Job Functions: • Assist with client service requests and special projects placing the highest priority on client satisfaction., • Utilize the Contact Relationship Management system to track client information and data., • Support the team with administrative tasks as needed., • Act as an onsite dedicated service associate on a wide range of client issues., • Research and resolve client concerns in cooperation with local and centralized teams., • Adhere to all compliance/risk procedures and follow corporate and industry protocols., • Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements., • Contribute to a positive and empowering environment across teams. Required Knowledge, Skills and Abilities: • Must be enrolled in a Bachelors (as a rising Junior, or Senior) or Master's program., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills., • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)., • Ability to work independently and as part of a team., • High level of integrity and professionalism., • Interest and passion for development of financial services industry knowledge. Work Schedule: Full-time in office - Monday through Friday, 8:00AM to 5:00PM Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Application Deadline: The initial deadline for applications is 10/31/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. Base Pay Range $17—$20 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are seeking a sharp, intellectually curious strategy & analytics professional to join the Wealth Solutions team. This is a high-visibility role with direct exposure to senior leadership and a mandate to shape how our teams operate as we scale. You will be embedded with operating teams, creating clear metrics, durable operating rhythms, and execution processes that keep decision-ready insights flowing across the business. You will also lead the strategic projects that follow directly from your analysis, from insight through implementation. This role is designed for someone who has developed strong analytical and modeling skills in a demanding environment such as management consulting, private equity, investment banking, or a data-driven operating company. You are someone who doesn't just build models and dashboards — you ask "so what?", surface the insight, and translate it into a clear recommendation that moves the business forward, then see it through. You will work across client analytics, revenue performance, and operational effectiveness, helping the Wealth Solutions team make smarter, faster decisions on behalf of our advisors and the families they serve. This role is a natural launchpad into broader strategy and operating leadership within Mercer Advisors. Essential Job Functions will include: • Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention across the Wealth Solutions client base., • Analyze operational data — including team capacity, workload distribution, wait times, and demand trends — to identify patterns, surface actionable insights, and develop recommendations that drive continuous improvement across the Wealth Solutions organization., • Build and maintain models that track key operational and capacity metrics, support workforce planning and resource allocation, and measure the effectiveness of strategic initiatives. Create and lead the systems to drive successful execution., • Partner with leaders across Wealth Solutions, Finance, and the Business Intelligence team to translate business questions into analytical frameworks and clear, concise outputs., • Develop and present crisp, well-structured analyses and recommendations to senior leadership — turning complex data into a compelling narrative., • Monitor client retention, revenue trends, and operational performance metrics; proactively flag risks and opportunities with supporting analysis., • Lead strategic initiatives from framing through execution to improve advisor productivity, client experience, and revenue growth., • Collaborate with the BI team to leverage existing data infrastructure, and identify gaps where new data sources or reporting tools would enhance decision-making., • Contribute to special projects and strategic initiatives as directed by senior leadership, with the ability to move quickly and adapt to evolving priorities. Required Knowledge, Skills, and Abilities: • Bachelor's degree required; concentration in finance, economics, business, mathematics, or a related analytical field preferred., • 4-6 years' experience with 2+ years in a rigorous, analytical environment — private equity, investment banking, management consulting, or a strategy/analytics function at a high-growth company., • Strong financial and analytical modeling skills; comfort building models from scratch and stress-testing assumptions., • Ability to synthesize large and complex data sets into clear, actionable insights and recommendations — not just reporting what happened but explaining why and what to do about it., • Excellent written and verbal communication skills; able to present analysis to senior audiences in a structured, confident, and concise manner., • Proficiency in Excel and PowerPoint required; comfort leveraging AI tools to accelerate research, analysis, and synthesis is a differentiating asset. Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) a plus but not required., • High attention to detail, strong organizational skills, and the ability to manage multiple workstreams simultaneously in a fast-paced environment., • Intellectual curiosity and a genuine interest in getting into the details of how a wealth management business operates and creates value for clients., • Comfort working in a collaborative, team-oriented environment with a bias toward action and continuous improvement. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet client and business deadlines. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. This role involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel may be necessary. Application Deadline: The initial deadline for applications is 8/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $127,500—$150,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The role is within the Investment Department's Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm's regional advisor teams and report to the Sr. Director, Investment Strategy. Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm's investment department and as such are expected to provide expert insight into the firm's investment philosophy, processes, and platform primarily to advisors and HNW clients. Essential Job Functions for Investment Strategists will include: • Work in close partnership with clients' financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients, • Represent and provide expert insight into the firm's investment philosophy, processes, and platform to local advisor teams and HNW clients, • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams, • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm's compliance and investment department requirements, • Engagement in industry associations, events and research to stay on top of trends and developments, • Some travel required to build and manage relationships with regional offices and/or key client relationships Required Knowledge, Skills & Abilities: • 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm, • MBA or CFA a plus, • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus, • Strong quantitative skills preferred, • Exceptional client communication skills, both written and verbal, • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States, • Strong team player with a commitment to collaboration and teamwork, • Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.) Location: This position can be fully remote, but have preference for Texas, Mountain, or Pacific Time Zone. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $150,000—$180,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic alignment and exceptional service delivery. Responsibilities include leading strategic initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating progress to leadership. Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and excellence of investment management services within the organization. Essential Job Functions for the Manager, Senior Portfolio Consultant II will include: Team Management & Leadership • Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance., • Strategically plan and allocate resources to optimize capacity and ensure achievement of Key Performance Indicators., • Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies., • Develop and implement project management methodologies and best practices to build on the team's skills and abilities. Concierge Level Service & Communication • Communicate investment philosophy and available investment strategies clearly and effectively., • Ensure exceptional service delivery is being provided for Wealth Advisor Teams and end clients across all Portfolio Consultants., • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail., • Lead presentations on various investment topics to Wealth Advisor teams. Knowledge of Investment Management • Demonstrate a comprehensive understanding of capital markets and portfolio design & management., • Expertise in investment vehicles, models and platform, including public and private markets. Manage Efficient Process & Workflows • Take ownership of managing standardized workflows and investment processes, ensuring consistency, accuracy, and efficiency., • Implement department or firm-level process improvements to increase efficiency and enhance client experience., • Handle trade corrections and implement processes to reduce trade errors. Required Knowledge, Skills & Abilities: • Bachelor's degree required, CFP, CFA or advanced degree a plus, • Series 65 required, • Minimum 4-10 years preferred of related experience in financial services, • Experience leading and managing a team of direct reports, • Working knowledge of Orion and Morningstar preferred, • Advanced knowledge of MS Excel required, including advanced data analytics, • Strong problem-solving experience and skills, • Strong communication skills, both written and verbal and highly collaborative approach, • Organized and detail oriented, • Ability to manage and prioritize multiple tasks, • Excellent communication, analytical and organizational skills Work Schedule: Daytime and evening hours as needed Travel: Estimate 5% - 10% travel Working Conditions: Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/01/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $102,000—$115,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Process Engineer, Partner Integration is a newly created role on the Partner Integration team. Working alongside the Director, Partner Integration and the New Partner Strategy & Success team, this individual enters post-LOI conversations with incoming partner firms to understand how they operate, including client service workflows and the technology that supports them, and maps that understanding onto Mercer Advisors' operating architecture. Because no prior template exists for this work, the Process Engineer will build the framework as the role evolves, giving the firm a more deliberate, sequenced approach to integration. The goal is to move post-close integration away from reactive, incremental change and toward organized, well-timed releases that both partner firms and internal teams can anticipate and plan around. Essential Job Functions for this role include: • Participate in post-LOI discovery conversations with newly acquired partner firms to understand their existing operations, workflows, and technology, • Document each firm's current-state processes and systems, and translate that information into Mercer Advisors' operating architecture and technology stack, • Identify gaps, dependencies, and risk areas between a partner firm's operating model and Mercer Advisors' target-state processes, • Build and continuously refine a repeatable framework and toolkit for evaluating and onboarding new partner firms, since this discovery process does not currently have a standard playbook, • Partner with Legal, Finance, Operations, Technology, and Leadership to translate discovery findings into a planful, sequenced integration roadmap, • Group post-close changes into organized "releases" rather than continuous incremental adjustments, helping partner firms anticipate and prepare for change, • Travel to partner firm locations as needed to conduct onsite discovery and support integration planning, • Maintain clear, organized documentation, including process maps, systems inventories, and workflow diagrams, for use across the deal team and partner integration team, • Serve as a subject-matter resource on Mercer Advisors' core operating systems (including Aspen) as they relate to partner firm integration, • Support change management and communication with partner firm teams as they transition into Mercer Advisors' operating model, • Other duties as assigned Knowledge, Skills, and Abilities: • Bachelor's degree required; related certification (e.g., Lean, Six Sigma, PMP) a plus, • Demonstrated experience in business process documentation, workflow design, systems evaluation, and technology implementation, • Experience in wealth management, RIA, or financial services strongly preferred; familiarity with Mercer Advisors' operations and the Aspen platform highly preferred, • Working knowledge of Salesforce or similar CRM/deal management platforms a plus, • Strong analytical skills; able to absorb complex, sometimes incomplete information and translate it into clear, actionable plans, • Excellent written and verbal communication skills, including the ability to build rapport with newly acquired partner firms during a sensitive transition period, • Organized and detail-oriented; able to create structure and repeatable process in areas where none yet exists, • Comfortable working without a defined playbook; this role will require building structure alongside doing the work, • Willingness and ability to travel to partner firm locations as needed, • Prior experience supporting M&A integration or a similar acquisition environment a plus Work Schedule: This professional role operates Monday through Friday, 8AM to 5PM, with flexibility for early or late hours as client and business needs arise. Regular travel to partner firm locations is a core part of the work. Working Conditions: This position may be based in a professional office or a dedicated home office environment. Basic technology needs will be provided. The role involves routine sitting and standing; no heavy lifting over 10 lbs. is required. Travel to partner firm locations is an ongoing and expected part of this position. Application Deadline: The initial deadline for applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $85,000—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Director of Financial Planning Operations will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth. Essential Job Functions: • Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development., • Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals., • Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition., • Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management., • Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process. Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration—where teams leverage their unique expertise to achieve collective success. Knowledge, Skills, and Abilities: • Certifications & Experience: CFP® strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal., • Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI., • Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities., • Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation., • Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution., • Education: Bachelor's degree from an accredited institution required. Work Schedule: Daytime and evening hours as needed. Working Conditions: Professional office environment. Working inside. Standing and sitting. Application Deadline: The initial deadline for applications is 09/05/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $170,000—$200,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Community Analytics Manager serves as the analytics lead for Mercer Advisors' Community growth initiatives, helping shape the strategy, measurement, reporting, and optimization roadmap for referral, advisor-sourced, event, COI, specialty, and local market growth programs. Reporting to the Sr. Manager, Acquisition Strategy & Analytics, this role is responsible for driving the analytics agenda for Community Marketing, identifying growth opportunities, developing measurement frameworks, building executive-level insights, and partnering with stakeholders across Marketing, Client Development, Business Intelligence, Salesforce, and Operations. The Community Analytics Manager is expected to operate as a highly autonomous individual contributor who proactively identifies business opportunities, develops strategic recommendations, and drives initiatives from insight through implementation. The ideal candidate combines strong analytical skills with business acumen, executive presence, and a passion for turning data into action. Essential Job Functions for this role include: Community Analytics Strategy & Insights • Serve as the primary analytics partner for Community Marketing and Client Development., • Help define the analytics roadmap and key measurement priorities for Community programs., • Partner with Community Marketing leadership to prioritize opportunities based on business impact., • Develop hypotheses, business cases, and recommendations that inform strategic decisions. Business Intelligence & Performance Insights • Lead analyses across advisor referrals, client referrals, COI programs, events, specialty initiatives, advisor-sourced opportunities, and emerging Community programs., • Diagnose performance trends and identify root causes of business challenges and opportunities., • Conduct market-level, advisor-level, and program-level analyses to uncover growth opportunities and performance gaps., • Evaluate lead quality, conversion performance, pipeline contribution, and program ROI., • Translate complex findings into clear, actionable recommendations that influence decision-making. Dashboard Ownership & Reporting Infrastructure • Own the development, maintenance, and ongoing enhancement of Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools., • Develop scalable reporting solutions that reduce manual effort and increase visibility into Community performance., • Partner with Business Intelligence, Salesforce, and Operations teams to improve data quality, reporting automation, and measurement capabilities., • Identify gaps in tracking, attribution, reporting logic, and operational processes., • Help standardize KPIs, reporting definitions, and performance methodologies across Community programs., • Leverage AI-enabled tools, including Claude, to accelerate analysis, reporting, insight generation, and workflow automation. Executive Reporting & Program Office Leadership • Own recurring business reviews, executive scorecards, performance updates, and operating cadences for Community Marketing., • Drive the weekly Community Program Office (PO) process, including agenda development, initiative tracking, status reporting, action item management, and follow-up., • Provide executive leadership with clear visibility into program performance, priorities, blockers, risks, dependencies, and areas requiring support or intervention., • Support quarterly business reviews, annual planning, and strategic planning efforts through reporting, analysis, and recommendations. Forecasting, Measurement & Optimization • Develop forecasts for leads, SQLs, opportunities, pipeline, and revenue., • Establish success metrics and measurement frameworks for Community programs and new initiatives., • Monitor performance, identify optimization opportunities, and partner with program owners to drive improvements., • Support annual planning, goal setting, and performance tracking activities. Cross-Functional Leadership • Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence., • Act as a trusted advisor to Community program owners and leadership teams., • Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making. Knowledge, Skills, and Abilities: • Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or a related field., • 4-7 years of experience in analytics, business intelligence, strategy, consulting, marketing analytics, revenue operations, or a related discipline., • Advanced Excel and data analysis capabilities., • Experience building and maintaining dashboards in Power BI or similar business intelligence tools., • Strong understanding of sales and marketing funnels, lead generation, conversion measurement, and performance optimization., • Experience working with CRM data and reporting environments (Salesforce preferred)., • Strong problem-solving and analytical thinking skills., • Ability to synthesize large datasets into concise recommendations for both technical and non-technical audiences., • Excellent written, verbal, and presentation skills., • Experience leveraging AI tools (e.g., Claude) to accelerate analysis, reporting, insight generation, and workflow automation., • Demonstrated ability to independently manage complex projects and competing priorities. Preferred Qualifications • Financial services, wealth management, professional services, or B2B experience., • Experience supporting referral-driven, field-based, or distributed sales organizations., • Experience with SQL, Python, data modeling, or advanced analytical techniques., • Experience building forecasting models and business performance frameworks., • Familiarity with AI-assisted analytics, automation, and reporting workflows., • Experience presenting findings and recommendations to senior leadership teams. What Success Looks Like Within the first 12 months, this individual will: • Become the trusted analytics lead for Community Marketing., • Build and maintain a standardized suite of Community dashboards, scorecards, and reporting tools., • Establish a scalable Program Office reporting process that provides leadership with visibility into performance, priorities, and blockers. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $95,000—$105,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers—as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients. Regis is Mercer Advisors' offer designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have the means to build their own family office, and they require a deeply integrated wealth management experience with the highest level of service, coordination, and sophistication. We are a team of world-class fiduciary professionals delivering holistic advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client. We are seeking an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist, and subject matter expert for our Regis families. You will lead engagements alongside senior wealth advisors and other Regis team members, with direct accountability for the tax outcomes and experience of our most complex families. This is not a support or review role—you will bring the credibility, judgment, and gravitas that UHNW families expect from their most trusted advisors. Essential Job Functions for this role include: • Serve as the lead tax advisor and primary point of accountability for a select group of Regis families, maintaining and growing a book of clients with balance sheets that often exceed +$100M., • Build practical, year-round, and multi-year tax strategies tailored to each family's goals, ownership structures, businesses, trusts, investments, charitable activities, and succession plans., • Lead and develop a select team of UHNW-focused tax professionals supporting Regis engagements, overseeing staffing, engagement economics, billing, and service quality., • Identify planning opportunities and risks arising from business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposure (foreign trusts, PFICs, GILTI, FATCA/FBAR) bringing in specialists when the issue calls for deeper expertise., • Oversee tax compliance at a level appropriate to each engagement: directly, when Mercer prepares the returns, or through active review and coordination when a family's own CPA firm or internal tax team handles preparation., • Lead the response to significant federal and state tax notices, examinations, and controversy matters, coordinating with counsel and other specialists through resolution., • Partners with Regis wealth advisors and Mercer's broader team — estate planning, investments, financial planning, and family office services — so tax advice is fully integrated with each family's overall plan., • When relevant, collaborate and coordinate the tax calendar / division of responsibilities with the families outside CPAs, attorneys, trustees, investment bankers, valuation professionals, controllers, and other advisors, • Support new client development through prospective client meetings and partner with Regis leadership to evolve the tax service model, team, and technology. Knowledge, Skills, and Abilities: • CPA license required; advanced degree in taxation (MST/LL.M.), law degree, or comparable technical credential strongly preferred., • 12–15+ years of progressive tax experience, with the majority spent advising clients with balance sheets of $25M or greater; meaningful experience with $100M+ families required., • Deep technical command of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation, including advanced planning strategies commonly used by ultra-high net worth families., • Experience identifying cross-border tax and reporting issues and working effectively with international tax specialists; direct technical expertise in every international area is not required., • Experience managing significant tax notices, examinations, and controversy matters, including coordination with tax counsel., • Meaningful experience advising entrepreneurs, business owners, executives, and multi-generational families through liquidity events, business succession, wealth transfer, and other significant transactions., • Ability to analyze complex facts, focus on what matters, and deliver clear, practical recommendations — with excellent written and verbal communication skills to explain sophisticated tax matters in plain language., • Demonstrated ability to lead and develop high-performing tax professionals and build a culture of accountability and technical excellence., • Comfort operating in a team-based, integrated advisory environment within a regulated RIA structure; experience at a family office, multi-family office, wealth management firm, or national accounting firm strongly preferred., • Unquestioned integrity and a strong commitment to confidentiality, sound risk management, and putting the client's interests first., • Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/14/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $250,000—$400,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Product Support Specialist serves as a critical member of the Product Support team, providing exceptional technical and client support across Mercer Advisors' technology ecosystem. This role acts as a primary point of contact for advisors, employees, and clients, delivering timely resolution of system issues, managing Client Portal support requests, and ensuring a high-quality user experience across multiple platforms. The Product Support Specialist combines technical troubleshooting expertise with a concierge-level service approach to support business operations and client engagement. Responsibilities include managing support requests through ticketing systems, maintaining user access, partnering with third-party vendors, documenting solutions and processes, and collaborating with Product, Engineering, and Operations teams to identify opportunities for system enhancements and process improvements. Success in this role requires strong analytical skills, exceptional communication, a client-centric mindset, and the ability to effectively prioritize work in a fast-paced environment. While this role is remote, we have a strong preference for candidates in the Pacific or Mountain Time Zones given the team's current needs. Essential Job Functions for this role include: Client Support & Service Excellence • Serve as the primary point of contact for Client Portal and technology-related inquiries received through phone, email, and ticketing channels., • Deliver a concierge-level support experience by providing prompt, professional, and proactive assistance to advisors, employees, and clients., • Guide users through system functionality, troubleshoot issues, and ensure timely resolution of requests in accordance with established service level agreements (SLAs)., • Educate users on platform capabilities, best practices, and available self-service resources., • Maintain accurate records of client interactions, issue resolutions, and support activities., • Take ownership of support cases from initial intake through final resolution, ensuring consistent communication and follow-through throughout the process. Technical Support & Platform Administration • Provide day-to-day support for various business technology platforms and applications., • Configure and maintain user accounts, permissions, and system access requests., • Diagnose, troubleshoot, and resolve technical issues involving internal and client-facing systems., • Escalate complex issues appropriately and collaborate with internal technology teams and external vendors to drive resolution., • Monitor support queues and manage ticket workloads to ensure service delivery expectations are met., • Assist with testing, validation, and deployment support for product enhancements and system updates. Product Collaboration & Continuous Improvement • Partner with Product Managers, Engineering teams, and Operations stakeholders to communicate user feedback, recurring issues, and enhancement opportunities., • Advocate for advisors and clients by identifying usability challenges and recommending improvements to products and workflows., • Contribute to process optimization initiatives that improve support efficiency and user satisfaction., • Support the adoption of emerging technologies, including AI-enabled tools and solutions, where appropriate. Documentation & Knowledge Management • Create, maintain, and update process documentation, troubleshooting guides, knowledge-base articles, and training materials., • Assist in developing standardized procedures that improve service delivery and operational effectiveness. Analytical Problem Solving • Analyze technical issues and business challenges to identify effective and sustainable solutions., • Utilize system data and support metrics to identify trends, improve processes, and enhance user experiences., • Adapt quickly to changing priorities while maintaining a high level of accuracy and quality., • Exercise sound judgment when evaluating issues and determining appropriate escalation paths. Knowledge, Skills, and Abilities: • High school diploma or equivalent required; bachelor's degree preferred., • 3+ years of experience in technical support, help desk, product support, or related field preferred., • 3+ years of customer service experience in a client-facing environment preferred., • Demonstrated ability to troubleshoot technical issues and resolve problems effectively., • Strong verbal and written communication skills., • Exceptional customer service orientation and commitment to delivering high-quality support., • Proven ability to manage multiple priorities in a fast-paced environment., • Strong organizational, analytical, and time-management skills., • Ability to work independently while collaborating effectively across teams., • Experience supporting CRM platforms such as Salesforce., • Familiarity with support ticketing systems, including Halo or similar platforms., • Working knowledge of Zoom, Box, DocuSign, and Microsoft Office products., • Understanding of financial services, wealth management, or investment industry terminology., • Experience utilizing AI-enabled productivity tools such as Microsoft Copilot or Claude. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. Application Deadline: The initial deadline for applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $28—$32 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: This position will provide guidance and consultation on a variety of legal matters including, but not limited to merger and acquisition transactions, contract negotiations, and general corporate governance. Essential Job Functions for the M&A Counsel will include: • Reviewing, drafting, structuring, and negotiating agreements in connection with M&A, • Conducting legal M&A due diligence efforts and assisting with firm-wide due diligence efforts, • Collaborating with business partners across the business, • Assisting, communicating with, and overseeing the work of outside counsel, • Researching and advising on relevant legal issues, • Maintaining a current working knowledge of new laws and regulatory developments, • Performing other duties as assigned Required Knowledge, Skills and Abilities: • Juris Doctor (J.D.), • Licensed to practice law in at least one state (Colorado preferred), • 4 or more years of experience in a law firm or in-house legal department, • Experience in mergers & acquisitions law required, • Financial services experience preferred, • Strong drafting, research and writing skills, • Knowledge of and experience with federal securities law including the Investment Advisor Act of 1940 preferred, • Ability to work effectively with teams and independently, as well as manage and prioritize multiple projects, • Excellent communication, analytical and organizational skills Work Schedule: Daytime and evening hours as needed. Working Conditions: Professional office environment (working from the office may be required, depending on team's needs). Will be assigned to a workstation. Standing and sitting. No heavy lifting over 10 lbs. Location: Remote, located in Denver, CO preferred Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $145,000—$155,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Director, Targeted Acquisition will own and scale Mercer Advisors' targeted acquisition ecosystem, including the Pinpoint program, FINNY, and other AI-powered prospecting, outreach, and engagement tools that help advisors identify, prioritize, and convert high-value prospects. This is a product-centric, player-coach role for someone who enjoys both strategy and execution. You'll define the roadmap, operating model, campaign architecture, and growth strategy for these programs while personally leading key launches, solving complex problems, and building scalable systems that drive measurable business results. You'll manage a small contractor team responsible for campaign execution and QA, but success will come from your ability to roll up your sleeves, move quickly, and turn ideas into action. A critical thread throughout this role is driving effective adoption of AI-powered tools and agent-based workflows to improve speed, personalization, and scale. The ideal candidate is already using AI to solve business problems, improve workflows, generate insights, and accelerate execution. They are equally comfortable leading executive-level discussions, building cross-functional alignment, and working through the details required to launch and optimize programs. Essential Job Functions for this role include: Targeted Acquisition Product Ownership & Scale • Own the end-to-end strategy, operating model, roadmap, and performance of Mercer Advisors' targeted acquisition ecosystem, including Pinpoint, FINNY, and related prospecting and engagement tools., • Partner closely with technology, vendors, and business stakeholders to shape product roadmaps, prioritize enhancements, and improve adoption., • Personally lead high-priority launches, pilots, and growth initiatives that establish best practices and set the quality bar for the organization., • Evolve programs from pilot-stage initiatives into scalable, repeatable capabilities that can be leveraged across markets, specialties, and advisor teams., • Identify opportunities to leverage AI-powered automation, agents, and assisted workflows to increase efficiency and effectiveness while maintaining appropriate human oversight. Audience Identification & Segmentation • Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals., • Translate growth priorities into audience segments based on profession, life stage, geography, intent signals, affinity, and other factors., • Architect testable campaigns with clear objectives, success metrics, and learning agendas., • Make thoughtful decisions with imperfect information, balancing rigor, speed, and commercial impact., • Continuously refine targeting strategies based on performance data, market changes, and field feedback. Messaging Strategy & Localization • Partner with the Director of Specialty Marketing on campaign strategy, content development, and go-to-market planning., • Personally develop and refine outreach messaging for flagship campaigns across email, LinkedIn, landing pages, and other channels., • Leverage AI tools to accelerate message variation, personalization, testing, and optimization while maintaining brand standards and quality., • Develop templates, playbooks, and best practices that can scale across markets and specialties. Player-Coach Enablement • Serve as a hands-on partner to local market teams, specialty teams, and sales leaders on targeted acquisition strategy and execution., • Partner directly with stakeholders to shape audiences, messaging, campaign structure, and activation plans., • Lead working sessions that help teams translate strategy into action and improve execution quality across the organization., • Build scalable processes, documentation, and enablement programs that increase organizational capability over time. Contractor Team Management • Manage contractors responsible for campaign builds and execution., • Define workflows, operating procedures, and quality standards that support scale and consistency., • Review and QA output for accuracy, effectiveness, and adherence to best practices., • Balance hands-on involvement with delegation as programs mature and scale. 1:1 Sales Enablement & Tooling • Own marketing's strategy and governance for digital prospecting and acquisition tools used by client development teams., • Define use cases, adoption strategies, best practices, and success metrics for each tool., • Partner with Client Development, Revenue Operations, and Marketing teams to ensure tools are embedded into real-world workflows and deliver measurable value., • Identify opportunities to expand capabilities and improve advisor adoption. Measurement & Optimization • Define and track metrics from outreach through meeting conversion, pipeline generation, and downstream client impact., • Translate performance data into actionable recommendations for leadership and business partners., • Use insights to continuously improve audience strategy, messaging, operating models, and program investments., • Establish testing frameworks and learning agendas that drive ongoing performance improvements.Who You Are:, • You are highly analytical, intellectually curious, and energized by solving difficult business problems., • You are a builder. You enjoy creating new programs, improving systems, and turning ideas into real business outcomes., • You do not wait for perfect direction or complete information. You identify opportunities, develop solutions, and move work forward., • You combine structured thinking with pragmatic execution and know how to balance strategy with action., • You are resourceful, adaptable, and comfortable navigating ambiguity., • You are effective at building alignment, influencing stakeholders, and driving cross-functional initiatives forward., • You take ownership, follow through, and consistently deliver results. Knowledge, Skills, and Abilities: • 5-8 years of experience in management consulting, growth strategy, growth marketing, commercialization, product management, business operations, acquisition marketing, or related fields., • Strong preference for candidates with experience leading complex cross-functional projects in consulting, strategy, growth, or operating roles., • Demonstrated track record of building and scaling programs, products, processes, or growth initiatives from concept through execution., • Proven ability to drive measurable business outcomes and move initiatives from idea to implementation., • Ability to balance strategic thinking with hands-on execution. Equally comfortable developing recommendations and doing the work required to bring them to life., • Strong analytical and problem-solving skills with a structured approach to identifying opportunities, prioritizing investments, and overcoming obstacles., • Experience influencing stakeholders and driving adoption without direct authority., • Deep experience with 1:1, account-based, or highly targeted digital marketing programs. Outbound or sales-adjacent experience strongly preferred., • Demonstrated comfort experimenting with and adopting AI-powered tools, automation, or agent-based workflows, along with strong judgment regarding where AI adds value versus where human oversight is required., • Strong written and verbal communication skills, with the ability to simplify complex concepts and influence senior stakeholders., • Highly organized, proactive, and able to thrive in a fast-moving environment with significant ownership and accountability. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 8/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $145,000—$175,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of planners that delivers financial planning, including training and oversight. Essential Job Functions: • Develop and maintain unified financial planning processes that drives efficiency for client service teams., • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group., • Collect, codify, and disseminate best practices related to financial planning production., • Develop and maintain "playbook" on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service., • Proactively modify internal systems to support and enhance the financial planning experience., • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring., • Cultivate superior relationships with wealth management team members in support of the financial planning process., • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery., • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization., • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry. Qualifications and Skills: • Bachelor's degree required, • 10+ years of successful experience in the financial services industry, • CFP® (Certified Financial Planning) designation required. Additional credentials preferred., • Ability to create content and deliverables in high volume, fast-paced environments, • Track record of success with ultra-high net worth clients and complex financial planning situations, • Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions., • Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups., • Successful track record of creating and implementing new programs and ideas across the organization., • Deep understanding of the financial planning profession and a forward-looking mindset, • Skilled understanding of the business development environment, including channel partners, • Comprehensive industry, financial planning, and investment management knowledge, • Excellent communication, presentation, listening and analytical skills., • Strong attention to detail, and exceptional follow through, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Established and active industry network Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $91,800—$108,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Wealth Enablement ensures every client-facing team member feels supported and knows what to do, when, and why when serving clients. The VP will centralize content strategy, lead curriculum development, and drive solution adoption for a more consistent, proactive client experience. The VP will lead the Enablement function to build scalable, AI-enabled training and content infrastructure across Wealth Management and Wealth Solutions. This leader will set strategy, build the team, and drive behavioral change and adoption at scale — bridging corporate functions and the field. Essential Job Functions for this role include: Content Strategy & Curriculum Ownership • Own the centralized content strategy across all client-facing cohorts — Wealth Management (advisors and client service) and Wealth Solutions (Tax, Estate, Financial Planning, Emerging Solutions)., • Maintain curriculum architecture that separates the CS (Relationship Manager and Service Operations Associate)/Advisor and WM/WS tracks, tailoring content to each audience's complexity and behavioral needs., • Create high-quality, scalable advisor playbooks, onboarding frameworks, and field-facing tools that equip advisors to deliver better client outcomes — evolving from episodic content to a centralized, maintained system., • Partner with Relationship Expansion so advisor-facing content is built for field delivery, not just housed centrally. Advisor Adoption & Behavioral Change • Lead the function's evolution from a generalist support model to a specialized team that drives measurable behavioral change and builds advising capabilities across advisor teams., • Use our product pilot and launch methodology to serve as the field advocate for new technology, tools, and solutions — including AI-powered capabilities — before and during rollout., • Define growth gearing ratios (FTE per cohort size) and build the organizational infrastructure to scale onboarding and ongoing enablement as Mercer grows through M&A., • In partnership with Partner Success, build on-demand support capacity for acquisition integrations so newly joined advisor teams are onboarded rapidly and effectively. Team Leadership & Organizational Build-Out • Build and lead a structured Enablement team organized across Wealth Management and Wealth Solutions — ultimately with dedicated Directors and FTE support for each., • Recruit for skills that match each cohort's complexity, replacing a generalist model with domain-specific expertise that can credibly engage and influence advisors., • Use team operating rhythms, performance telemetry, and accountability frameworks to measure content effectiveness, field adoption, and client impact., • Serve as the long-term architect of Mercer University — the 3-year horizon vision for Mercer's internal learning and development infrastructure. Cross-Functional Partnership • Partner closely with Relationship Expansion to ensure Enablement content is deployable by field leaders and embedded in advisor meeting cadences., • Work alongside Segment Delivery to align accreditation and training programs with segment-specific delivery models (Ascend, Regis, Custom Wealth, WealthPath)., • Serve as a business-to-technology bridge — advocating for advisor needs in product design so what's built drives the right field outcomes. Knowledge, Skills, and Abilities: • 10+ years of experience in enablement, learning & development, or field effectiveness roles within wealth management, financial services, or a complex, field-oriented professional services organization., • Demonstrated success building or scaling centralized enablement functions — not just managing existing L&D programs, but architecting new ones from the ground up., • Track record of driving measurable advisor or field sales behavioral change, with evidence of adoption outcomes and performance improvement., • Experience managing and developing teams of content creators, trainers, and program managers, ideally using AI to accelerate their output., • Familiarity with the complexity of a post-M&A integration environment and the enablement demands it creates., • Ideally, the candidate will have a CFP and / or previous experience directly serving clients., • Strategic thinker who can translate business priorities (NRR, retention, 'One Mercer' delivery) into curriculum design and behavioral change programs that strengthen the client experience., • Strong cross-functional collaborator who builds influence without direct authority across Relationship Expansion, Segment Delivery, Operations, and Technology., • Data-informed approach — uses telemetry, adoption metrics, and field feedback to iterate and improve content and delivery systems., • AI-fluent — well-versed in AI tools and able to apply them to accelerate content creation, personalize learning, and scale enablement, while championing responsible adoption across the field., • Exceptional communicator and executive presence — able to represent Enablement to senior leadership and serve as a credible spokesperson for field needs in the product design process., • Builder mentality — energized by ambiguity and the opportunity to create structure where none exists., • Advisor- and client-first orientation — knows advisor adoption drives client outcomes, and designs every program with both the field and the end client in view., • Collaborative and low-ego — this role requires deep partnership across WO&E and the broader business; success requires earning trust, not asserting authority., • Comfortable with pace — Mercer is a high-growth, acquisition-driven firm; the Enablement leader must operate in a dynamic environment while maintaining quality and consistency. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 8/13/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $204,000—$230,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: As a Senior Salesforce Developer/Engineer at Mercer Advisors, you will play a pivotal role in optimizing and expanding our Salesforce ecosystem. This role demands advanced technical expertise to design, develop, and implement customized Salesforce solutions that drive operational efficiency and business growth. You will work closely with cross-functional teams to translate business needs into actionable technical requirements, ensuring seamless integration and enhancement of our Salesforce environment. You will also leverage AI and machine learning capabilities within the Salesforce platform—including Salesforce Einstein and Agentforce—to deliver intelligent, data-driven solutions that enhance client engagement and advisor productivity. Essential Job Functions for this role include: • Advanced Development: Design and build sophisticated Visualforce pages, custom controllers, and Lightning components using Apex and other Salesforce technologies., • AI & Intelligent Automation: Design and implement AI-powered solutions using Salesforce Einstein (Einstein Prediction Builder, Einstein Discovery, Einstein Bots) and Agentforce to automate workflows, surface actionable insights, and enhance the advisor and client experience., • Integration Management: Lead the development of complex integrations across the Salesforce platform, ensuring seamless data flow between Salesforce and other enterprise systems, including AI/ML services and third-party intelligent automation platforms., • Customization: Create and maintain custom objects, code, and test methods to support various business processes and project requirements., • Process Improvement: Establish and refine best practices for Salesforce technology deployments—including the responsible adoption of AI tools and generative AI features—ensuring effective project management and execution., • Data Strategy & AI Readiness: Collaborate with data teams to ensure data quality, completeness, and governance standards necessary to support AI models, predictive analytics, and recommendation engines within the Salesforce ecosystem., • Collaboration: Engage with business stakeholders and technical teams to understand project goals, translate business requirements into technical specifications, and deliver data-driven solutions. Evaluate and recommend AI use cases that align with business objectives and client needs., • Project Management: Ensure timely delivery of high-quality solutions by managing deadlines and providing clear, consistent communication on project progress., • Quality Assurance: Conduct thorough testing and validation of deliverables to ensure they meet quality standards and functional requirements. Validate AI model outputs for accuracy, bias, and compliance with industry regulations., • Mentorship: Provide guidance and support to junior developers and team members, fostering a collaborative and knowledge-sharing environment, including upskilling the team on AI capabilities and best practices within Salesforce. Knowledge, Skills, and Abilities: • Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent experience., • Experience in the Wealth Management or Financial Services field preferred., • Experience with Data Engineering (specifically in Python) preferred., • Minimum of 5 years of experience in Salesforce development with a proven track record of complex project execution., • In-depth knowledge of the Salesforce development lifecycle, including SDLC, Agile, and SCRUM methodologies., • Strong experience with Apex, Visualforce, Lightning components, and Salesforce APIs. Proven ability to develop custom solutions and integrations within the Salesforce platform., • Proficient in Salesforce administration, including User, Role, Profile management, Workflows, Page Layouts, Validation Rules, and Security configurations., • Experience with Salesforce Sandbox administration and deployment management., • Experience with Salesforce Einstein tools (Einstein Prediction Builder, Einstein Discovery, Einstein Activity Capture, Einstein Bots) or Agentforce strongly preferred., • Familiarity with AI/ML concepts such as predictive modeling, natural language processing, and recommendation systems, and how they apply within CRM environments., • Experience integrating third-party AI or generative AI services (e.g., large language model APIs) into Salesforce workflows is a plus., • Understanding of responsible AI principles, including data privacy, bias mitigation, and regulatory compliance considerations relevant to financial services. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 9/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $115,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description World Class Medicine. Purpose-Driven Partnership. Veritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals are staffed by board-certified specialists, create a collaborative environment where you can work alongside like-minded, caring professionals. If you're passionate about veterinary medicine, this is your chance to thrive in a dynamic, high-quality setting. At Veritas Veterinary Partners, our mission is to build a network of trust and opportunity for veterinary professionals nationwide. We specialize in supporting Specialty and Emergency care hospitals, aligning with your unique goals and medical standards. Veritas, founded by Thomas Scavelli, DVM, DACVS, is dedicated to recruiting top-tier talent and fostering collaboration within our community. With a focus on exceptional care, we bring together highly trained veterinarians, technicians, and teammates committed to our patients' well-being. We believe in Truth in Medicine and Trust in Partnerships, ensuring we always provide the highest standard of care. Come join us and make a meaningful impact on the community you serve. Wheat Ridge Animal Hospital looking for a Board Certified Cardiology Specialist or Residency Trained Veterinarian to join our well established, rapidly growing, 24-hour emergency and specialty hospital come July, 2027! WRAH is a 24-hour emergency/critical care, specialty and primary care veterinary hospital. We're proud to provide our clients with timely access to the most advanced veterinary specialists and emergency services available today in our 40,000 sq. ft. state-of-the-art facility. WRAH is equipped with sophisticated surgical facilities and comprehensive diagnostic capabilities, including digital radiography, endoscopy, CT, MRI, ultrasound, in-house laboratory capabilities and a full pharmacy. We have 28 exam rooms, 18 treatment tables, 7 surgery suites, an isolation suite, separate cat wards, 4 Snyder O2 cages and 30 large dog runs. We also have a blood bank, with a large donor population, and the ability to provide for all our own blood product needs. Our team culture is highly focused on learning and development, and we wear the badge of teaching hospital proudly. We are uniquely collaborative and familial in that coaching and mentorship are key to who we are. Of our current DVMs, 22 were former interns! About the job: Under direction from our Medical Director, there is abundant opportunity which will allow for almost limitless professional growth. Responsibilities include mentoring support staff and intern doctors, providing counsel to the other specialists, and collaborating with the referring veterinarian community. How you'll make a difference: • A Cardiologist at WRAH can deepen their knowledge by interacting closely with other specialties and expand their skills with in-hospital access to CT, MRI, video-otoscopy, and CO2 laser. What you will bring: • The ideal addition to this team will have a deep passion for client education and empathy, as well as a strong interest and belief in an evidence-based clinical approach. They will thrive in and foster an environment of collaboration, support for the individual as well as the entire hospital team, and patient welfare. This candidate will possess an unwavering commitment to the highest level of quality medicine as well as client service. They view a challenge as an opportunity to grow and strive to continuously improve themselves and others. If this describes you, then this is your hospital. Schedule: Full-Time, open Benefits and Compensation: • Highly competitive salary, • Sign on and Relocation Bonus, • Generous PTO, • Paid Parental Leave, • Cigna and Kaiser Medical plan options, as well as vision and dental plans with HSA option- some plans paid 100%, • Mental health support with Talkspace, • Trupanion Discount for Employee Pets, • Continuing education support with CE allowance and PTO, • Reimbursement of membership and licensure fees, • 401k retirement plan options with company match, • Basic life insurance provided and other voluntary insurance options available for full-time team members Location: 10140 W 44th Ave, Wheat Ridge, CO 80033 Base Pay $200-$220k Apply today to learn how Wheat Ridge Animal Hospital can be your next career home! Base Pay $250,000—$300,000 USD Veritas Veterinary Partners is an equal opportunity employer. In accordance with the requirements of all applicable federal, state and local laws, we welcome and encourage diversity in the workplace regardless of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Applicants must be authorized to work in the U.S. All current positions require the ability to speak, read, and write English proficiently. Additional fluency in other languages is preferred but not required. For CA applicants please visit our Privacy Policy

Legora is redefining how legal work gets done. Not built for lawyers, built with them. We work alongside the world's best legal teams, who expect excellence, precision, and speed, and we hold ourselves to the same bar. Our AI-native workspace lets legal professionals move faster, think more clearly, and operate with sharper precision. By analyzing thousands of documents in minutes and powering end-to-end workflows, we cut through complexity, teams can focus on what matters: judgment, strategy, and outcomes. 1,000+ customers across 50+ countries trust us, including Cleary Gottlieb, Goodwin, Linklaters, White & Case, Dentons, and Barclays. We've scaled to $100M+ in ARR, with teams across Europe, North America and APAC, and continue to expand through acquisitions including Qura, Walter AI and Graceview. We partner with world-class performers: including Aaron Judge and the New York Yankees, Ludvig berg (and his caddie), and campaigns featuring Jude Law. Joining Legora means three things. We lean in: ownership over titles, outcomes over intentions. We fight for excellence: high standards, direct, ego-free feedback. We grow together: as a team and with our customers. Mission before ego. Everyone contributes. No one coasts. If you're driven by impact, pace, and raising the bar. This is the place. What you'll do • Independently manage the full sales cycle from initiation to close assisting some of the largest corporates and law firms in the world to succeed in the age of AI., • Collaborate cross-functionally with product, engineering, and legal teams to ensure our platform aligns with client needs and continues to develop at the highest pace., • Build trusted relationships with key decision-makers and stakeholders, addressing their pain points with tailored solutions., • Deliver impactful product demonstrations and presentations to drive engagement and adoption., • Contribute to the refinement of our account acquisition and management strategies and processes, documenting best practices to scale effectively. What you bring • Have a proven track record of 5-8 years' experience in B2B sales, Go-to-Market strategies, or a comparable role in a top-tier consultancy, prestigious law firm, or industry-leading organization., • Show perseverance and the ability to adapt and overcome challenges while staying aligned with your goals., • Take clear responsibility of driving quota, hitting business targets and putting the outcome of the company first, • Are naturally inquisitive, seeing every challenge as an opportunity to learn and grow., • Exhibit genuine openness to feedback, valuing the insights of others, and recognizing the importance of continuous improvement., • Have a deep enthusiasm for international business development and share our vision of revolutionizing the legal field through cutting-edge solutions., • Demonstrate a founder-like mindset, tackling obstacles with initiative and creating scalable systems for growth. What's in it for you • Global collaboration: Partner with teams and clients across Europe, APAC, and North America., • Competitive package: Comprehensive salary, benefits, and tools for success., • Meaningful work: Your efforts shape how thousands of lawyers use AI daily., • In-person environment: Denver office is designed for ambitious builders., • Benefits & perks: We invest in our people with a comprehensive, thoughtfully designed benefits package: Medical, Dental & Vision, • Multiple medical plan options through Aetna and Kaiser Permanente, • HSA or Healthcare FSA (based on plan selection), • Dental plans via MetLife, • Vision plans via Vision Care Family support • Generous parental leave, • Free access to Maven Clinic, • Dependent Care FSA, • Free One Medical membership for employees and dependents Additional perks • Pre-tax commuter benefits, • Life Insurance + STD/LTD, • 401(K) with generous company match, • Unlimited PTO, • Robust voluntary benefits, including identity protection (via Aura), legal coverage via MetLife, pet savings programs, and more Legora is an equal opportunity employer At Legora, we believe great teams are built on diversity of thought and experience. We're proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don't discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.

Drives the sterilization and processing of equipment by: assessing and standardizing technical and performance requirements for all instrument and scope processing across the region and/or operation in coordination with managers; providing expert consultation to department leaders on clinical and te

Job Summary: Leverages advanced knowledge to train internal and external stakeholders using adult learning theory and other relevant guidelines. Develops specialized system content and training materials. Facilitates effective working relationships with inter/intraorganizational and external stakeholders in the organization. Measures the accuracy, comprehension, and effectiveness of training sessions by leveraging reporting tools and other training metrics. Verifies that all processes and content are following all legal, regulatory, and accreditation requirements. Participates in continuous improvement work by refining processes, analyzing metrics, and advocating for improvements in training. Essential Responsibilities: + Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome. + Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions. + Supports the review of training programs by: measuring the accuracy, comprehension, and effectiveness of training sessions; monitoring test scores and working with management to analyze results; leveraging survey and status reporting tools and other training metrics, to determine the effectiveness of training programs and the next steps to supporting the resolution of survey/data issues, and troubleshooting moderately complex issues; and creating the needs and/or knowledge assessment, administer, and review diagnostic/needs assessments for clinicians and staff for immediate or short-term departmental learning success. + Verifies certain standards are implemented and met by: verifying that all processes are in compliance with all legal, regulatory, and accreditation requirements; reviews others work and ensures that information provided is accurate, consistent, and delivered within prescribed protocols; and developing and implementing policies and procedures, operations, and automated systems providing information to staff and providers. + Participates in the creation of training content by: developing specialized system content and training materials (e.g., handouts, review activities, and visual aids) and implementing moderately complex training programs; and writing business cases/proposals to create projects that can address training needs. + Participates in continuous improvement by: analyzing moderately complex feedback and monitoring training needs to identify procedural deficiencies and participate in providing refresher training; applying advanced knowledge of industry practices, standards, and benchmarks to contribute to the refinement of processes across the department; and acting as an advocate to ensure continuous learning within their team by identifying and implementing improvements in training. + Creates meaningful relationships with stakeholders by: developing effective working relationships with inter/intraorganizational and external stakeholders to the organization; and developing and maintaining contact with internal customers and various parties (e.g., union representatives) to ensure training needs are met. + Trains all internal and external stakeholders by: leveraging advanced knowledge to deliver training by fostering a continuous learning environment using adult learning theory, addressing concerns leveraging various forms of media, current industry practices, regulatory requirements, and supporting business operations; and providing training to end users and addressing concerns leveraging various forms of media (e.g., in-person, classroom, on-site, just-in-time support, web sessions, and conference calls). Minimum Qualifications: + Bachelors Degree in Instructional Design, Instructional Technology, Communication, Education, or related field AND minimum three (3) years of experience in designing and delivering training and curriculum development with a focus on instructor led training, or a directly related field, OR Minimum six (6) years of experience in designing and delivering training and curriculum development with a focus on instructor led training OR a directly related field. Additional Requirements: + Knowledge, Skills, and Abilities (KSAs): Internal Communications; Storytelling; Written Communication; Content Development; Knowledge Management; Learning Measurement; Employee Training; Business Relationship Management; Conflict Resolution; Research and Development (R&D); Computer Literacy; Microsoft Office; Curriculum Development; Adult Learning Theory; Presentation Skills; Consulting; Relationship Building; Coordination Preferred Qualifications: + Two (2) years of experience in health care insurance or working in a health care contact center. + Master's Degree in Education, Instructional Design and Evaluation, Adult Learning, Human Performance, or other related field. COMPANY: KAISER TITLE: Training Delivery Educator IV LOCATION: Denver, Colorado REQNUMBER: 1433441 External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

-May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums: https://www.lmpartnership.org/local-contracts. Job Summary: Practices professional nursing by the performance of both independent nursing functions and delegated medical functions in accordance with accepted practice standards. Such functions include the initiation and performance of nursing care through health promotion, supportive or restorative care, disease prevention, diagnosis and treatment of human disease, ailment, pain, injury, deformity, and physical or mental condition using specialized knowledge, judgment, and skill involving the application of biological, physical, social, and behavioral science principles. CRS 12-38-103 (10). Makes members/patients and their needs a primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs. Builds rapport and cooperative relationship with members/patients. Considers how actions or plans will affect members; responds quickly to meet member/patient needs and resolves problems. Essential Responsibilities: + This position, knows and complies with all Kaiser Permanente quality, safety, and emergency policies and procedures. Demonstrates quality and effectiveness in work habits and clinical practice in every interaction with patients, colleagues, providers, and leadership. Ensures patient safety in the preparation and provisioning of care related to but not limited to medications including the consistent use of 5 rights and 3 checks of medication administration, procedures, infection prevention, fall prevention, including consistent use of two patient identifiers and procedural time outs. Reports safety hazards, accidents and incidents, and unsafe working conditions promptly. + Adopted from Colorado State Nurse Practice Act CRS 12-38-103) Evaluating health status through the collection and assessment of health data CRS 12-38-103 (10). Collects subjective and objective data. + Analyzes reports and records data. + Uses data to identify health care problems and create plan. + Prioritizes patients needs. + Triages patients either in person or via telephone and implements proper course of action in accordance with established protocol/guideline or in consultation with provider. Conducts telephone calls backs to patients requiring follow-up care. + Evaluates emergency situations and initiates appropriate nursing interventions. + Provides health teaching and health counseling to patients and/or their families. + Executes delegated medical functions which delivers aspects of care that implement and are consistent with the medical plan as prescribed by a licensed or otherwise legally authorized physician or person acting under the physicians delegated authority. Administers intravenous therapy and other medications. + Provides therapy and treatment that is supportive and restorative to life and well being either directly to the patient or indirectly through consultation with, delegation to (per Colorado State Board of Nursing rules and regulations for delegation), supervision of, or teaching others. Referring to medical or community agencies per Kaiser Permanente guidelines those patients who need further treatment, evaluation, or assistance. Review and monitor therapy and treatment patient plans. Initiate appropriate consultations and/or actions accordingly. + Facilitates the coordination and integration of care between health care services; manages populations of patients to ensure appropriate utilization of health care resources. Leads health care team by influence and role modeling integrated effective nursing practice, service, innovation and providing outstanding support for physician practices. + Patient advocate. Basic Qualifications: Experience + Minimum one (1) year of experience as a Registered Nurse (RN) required. + Minimum one (1) year of oncology experience within the previous five years. Education + Graduate of board approved RN program and completed a minimum of 750 clock hours of faculty planned clinical experience and guided learning activities which required direct supervision by faculty, associate nursing instructional personnel (ANIP) or preceptor who is physically present or immediately accessible. + High School Diploma OR General Education Diploma (GED) required. License, Certification, Registration + Registered Nurse License (Colorado) + Basic Life Support within 3 months of hire + ONS/ONCC Chemotherapy Immunotherapy Certificate Additional Requirements: + Demonstrated customer service skills, customer focus abilities and the ability to understand Kaiser Permanente customer needs. + Independent, critical thinking necessary. + Excellent IV and communication skills and function well in a team setting. Preferred Qualifications: + N/A May be required to travel between clinics in the Denver/Boulder area to meet operational needs BLS required, one year of recent oncology experience required; ONS bio/chemo certification required COMPANY: KAISER TITLE: Registered Nurse - Infusion, Oncology - Denver LOCATION: Denver, Colorado REQNUMBER: 1444615 External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

-May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums: https://www.lmpartnership.org/local-contracts. Job Summary: Practices professional nursing by the performance of both independent nursing functions and delegated medical functions in accordance with accepted practice standards. Such functions include the initiation and performance of nursing care through health promotion, supportive or restorative care, disease prevention, diagnosis and treatment of human disease, ailment, pain, injury, deformity, and physical or mental condition using specialized knowledge, judgment, and skill involving the application of biological, physical, social, and behavioral science principles. CRS 12-38-103 (10). Makes members/patients and their needs a primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs. Builds rapport and cooperative relationship with members/patients. Considers how actions or plans will affect members; responds quickly to meet member/patient needs and resolves problems. Essential Responsibilities: + This position, knows and complies with all Kaiser Permanente quality, safety, and emergency policies and procedures. Demonstrates quality and effectiveness in work habits and clinical practice in every interaction with patients, colleagues, providers, and leadership. Ensures patient safety in the preparation and provisioning of care related to but not limited to medications including the consistent use of 5 rights and 3 checks of medication administration, procedures, infection prevention, fall prevention, including consistent use of two patient identifiers and procedural time outs. Reports safety hazards, accidents and incidents, and unsafe working conditions promptly. + Adopted from Colorado State Nurse Practice Act CRS 12-38-103) Evaluating health status through the collection and assessment of health data CRS 12-38-103 (10). Collects subjective and objective data. + Analyzes reports and records data. + Uses data to identify health care problems and create plan. + Prioritizes patients needs. + Triages patients either in person or via telephone and implements proper course of action in accordance with established protocol/guideline or in consultation with provider. Conducts telephone calls backs to patients requiring follow-up care. + Evaluates emergency situations and initiates appropriate nursing interventions. + Provides health teaching and health counseling to patients and/or their families. + Executes delegated medical functions which delivers aspects of care that implement and are consistent with the medical plan as prescribed by a licensed or otherwise legally authorized physician or person acting under the physicians delegated authority. Administers intravenous therapy and other medications. + Provides therapy and treatment that is supportive and restorative to life and well being either directly to the patient or indirectly through consultation with, delegation to (per Colorado State Board of Nursing rules and regulations for delegation), supervision of, or teaching others. Referring to medical or community agencies per Kaiser Permanente guidelines those patients who need further treatment, evaluation, or assistance. Review and monitor therapy and treatment patient plans. Initiate appropriate consultations and/or actions accordingly. + Facilitates the coordination and integration of care between health care services; manages populations of patients to ensure appropriate utilization of health care resources. Leads health care team by influence and role modeling integrated effective nursing practice, service, innovation and providing outstanding support for physician practices. + Patient advocate. Basic Qualifications: Experience + Minimum one (1) year of experience as a Registered Nurse (RN) required. + Minimum one (1) year of current operating room experience. Education + Graduate of board approved RN program and completed a minimum of 750 clock hours of faculty planned clinical experience and guided learning activities which required direct supervision by faculty, associate nursing instructional personnel (ANIP) or preceptor who is physically present or immediately accessible. + High School Diploma OR General Education Diploma (GED) required. License, Certification, Registration + Registered Nurse License (Colorado) + Basic Life Support within 3 months of hire + Advanced Cardiac Life Support Additional Requirements: + Demonstrated customer service skills, customer focus abilities and the ability to understand Kaiser Permanente customer needs. + Adequate knowledge of surgical instrumentation and supplies, sterile techniques and intra-operative medications. + Position requires working with interruptions; with hazardous waste; with hands in water; and around moving equipment such as wheelchairs. + May be required to lift patients using proper lifting techniques. Preferred Qualifications: + N/A COMPANY: KAISER TITLE: Registered Nurse - Ambulatory Surgery, Denver LOCATION: Denver, Colorado REQNUMBER: 1442437 External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

-May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums: https://www.lmpartnership.org/local-contracts. Job Summary: Under general supervision, operates dedicated and specialized mammography radiographic equipment; formulates; calculates techniques and positions patients to produce diagnostic images of human breast and associated tissue and related unusual changes for the use by physicians in making medical diagnosis. Within the established and/or recognized scope of practice, uses independent judgement in critiquing radiographic and mammographic images, and take additional views as necessary. Makes members/patients and their needs a primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs. Builds rapport and cooperative relationship with members/patients. Considers how actions or plans will affect members; responds quickly to meet member/patient needs and resolves problems. Essential Responsibilities: + This position knows and complies with all Kaiser Permanente quality, safety, and emergency policies and procedures. Demonstrates quality and effectiveness in work habits and clinical practice in every interaction with patients, colleagues, providers, and leadership. Ensures patient safety in the preparation and provisioning of care related to but not limited to medications, procedures, infection prevention, fall prevention, including consistent use of two patient identifiers and procedural time outs. Reports safety hazards, accidents and incidents, and unsafe working conditions promptly. + Instructs patient in a courteous manner regarding imaging procedures. Positions patients and operates mammographic equipment in a patient care setting for purposes of obtaining diagnostic quality screening mammographic images. Positions patients accurately, taking into consideration the sensitive nature of the exam and the patients response to compression. Communicates clearly, effectively, and appropriately at all times. Reviews images for accuracy and technical quality according to established standards and takes additional views as necessary. Submits images for interpretation by radiologist or designee. Practices ALARA principles and ensures proper radiation safety practices. + Participates in scheduling of screening and follow up mammography exams and diagnostic breast imaging procedures, provides patient education, obtains informed consent as needed, documents appropriate information as required; practices sterile techniques and standard precautions. + Utilizes Radiology Information System (RIS), Electronic Medical Records (EMR), Picture Archiving and Communication System (PACS) following established practice guidelines. + Maintains a comprehensive knowledge of, and ability to perform or assist in performance of required mammography quality control for mammography equipment according to the requirements of Mammography Quality and Standards Act (MQSA).. Observes and complies with established quality assurance/quality control program, policies and procedures. Complies with all HIPAA requirements and regulations. Monitors the operating condition of the equipment and accessories. Contacts service engineer and promptly reports equipment malfunctions to supervisor. Documents all quality control as required for MQSA. + Maintains inventory of supplies used, according to established levels. + Communicates clearly, effectively and appropriately both verbally and with written communication. Demonstrates courteous and appropriate telephone skills. Considers the cognitive, physical, emotional and chronological maturation process in delivery of services to patients in the age group served. + May work with students and may be required to work at the reception desk or on the phones to schedule appointments. + Performs other duties as required. Basic Qualifications: Experience + N/A Education + High School Diploma OR General Education Diploma (GED). + Successful completion of a two (2) year accredited Radiologic Technology training program approved by Joint Review Committee on Education in Radiologic Technology (JRCERT) License, Certification, Registration + American Registry of Radiologic Technologists Certificate - Mammography Technologist + Radiologic Technologist Certification from American Registry of Radiologic Technologists Additional Requirements: + Ability to operate mammographic equipment and perform related technical procedures. + Must be able to lift and carry up to 35 pounds. + Excellent customer service skills required, with a focus on patient centered care. + Basic computer skills required. Preferred Qualifications: + Prefer six (6) months of experience as a rad tech/mammographer. + COMPANY: KAISER TITLE: Mammography Technologist LOCATION: Lakewood, Colorado REQNUMBER: 1442426 External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

$5,000 SIGN ON BONUS ELIGIBLE POSITION May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums. Makes members/patients and their needs a primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs. Builds rapport and cooperative relationship with members/patients. Considers how actions or plans will affect members; responds quickly to meet member/patient needs and resolves problems. Performs duties as under Nurse Practice Act (Portions adopted from the Colorado State Nurse Practice Act CRS 12-38-103). • This position knows and complies with all Kaiser Permanente quality, safety, and emergency policies and procedures. Demonstrates quality and effectiveness in work habits and clinical practice in every interaction with patients, colleagues, providers, and leadership. Ensures patient safety in the preparation and provisioning of care related to but not limited to medications including the consistent use of 5 rights and 3 checks of medication administration, procedures, infection prevention, fall prevention, including consistent use of two patient identifiers and procedural time outs. Reports safety hazards, accidents and incidents, and unsafe working conditions promptly., • Applies principles of asepsis and infection control. Maintains a safe and therapeutic patient care environment, including identifying malfunctioning equipment., • Supports the physician and other medical providers in the care and treatment of patients, including rooming the patient; communicating delays to patient, provider, and team members; and facilitating the medical providers schedule. Performs duties and responsibilities with excellence, enthusiasm, great service orientation demonstrating courteous behaviors and mannerisms, and by anticipating physician and other medical providers needs., • Practices within scope of practice perimeters as inferred by licensure, standard nursing practice, knowledge, skill level, and KP guidelines., • Performs routine and specialized nursing procedures following physicians orders and approved nursing care plan, e.g. administers treatment using therapeutic equipment, such as intermittent positive pressure breathing apparatus; administers medications (including narcotics) orally or by injections; and provides specialized nursing care to acutely ill patients. If IV certified LPN, may perform intravenous therapy, as per Colorado State Board of Nursing Chapter IX., • Monitors patients condition by observing, collecting, reporting, and recording objective/subjective data; identifies changes in the patients condition; collect data and report sign and symptoms of deviation from normal health status, symptoms and/or reactions to medications and treatments; initiates appropriate standard emergency procedures and reports adverse patient conditions to physician, Nursing Manager, or registered nurse., • Teaches and promotes general preventive health measures to patients and members of their families regarding home health care, such as use of medications, administering injections, taking blood pressure, general post-operative care, and general diabetic care. Disseminates pre-printed standard aftercare instructions and pre-printed patient instruction material. Licensed Practical Nurse., • Assists physician with examinations, treatments and minor surgery, by preparing patient and room for a specific procedure and attending patient during procedure., • Records pertinent information in patients medical chart, e.g., patients nursing history, physical data, vital signs, symptoms, treatments, examinations, medications administered, reactions and general observations, according to standard requirements., • Assists in orienting and training new employees, as assigned. May perform the duties of a Nursing Assistant or Medical Receptionist, as required. May assign/coordinate activities for nursing and medical assistants and medical receptionist., • Orders, stores and maintains adequate inventory of supplies and instruments used by department as assigned., • In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by the Kaiser Permanente Service Quality Credo, the KP Mission as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to each other, to our members, and to purchasers, contracted providers and vendors.

Practices professional nursing by the performance of both independent nursing functions and delegated medical functions in accordance with accepted practice standards. Such functions include the initiation and performance of nursing care through health promotion, supportive or restorative care, disease prevention, diagnosis and treatment of human disease, ailment, pain, injury, deformity, and physical or mental condition using specialized knowledge, judgment, and skill involving the application of biological, physical, social, and behavioral science principles. Makes members/patients and their needs a primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs. Builds rapport and cooperative relationship with members/patients. Considers how actions or plans will affect members; responds quickly to meet member/patient needs and resolves problems. This position, knows and complies with all Kaiser Permanente quality, safety, and emergency policies and procedures. Demonstrates quality and effectiveness in work habits and clinical practice in every interaction with patients, colleagues, providers, and leadership. Ensures patient safety in the preparation and provisioning of care related to but not limited to medications including the consistent use of 5 rights and 3 checks of medication administration, procedures, infection prevention, fall prevention, including consistent use of two patient identifiers and procedural time outs. Reports safety hazards, accidents and incidents, and unsafe working conditions promptly. Evaluating health status through the collection and assessment of health data. Collects subjective and objective data. Analyzes reports and records data. Uses data to identify health care problems and create plan. Prioritizes patients needs. Triages patients either in person or via telephone and implements proper course of action in accordance with established protocol/guideline or in consultation with provider. Conducts telephone calls backs to patients requiring follow-up care. Evaluates emergency situations and initiates appropriate nursing interventions. Provides health teaching and health counseling to patients and/or their families. Executes delegated medical functions which delivers aspects of care that implement and are consistent with the medical plan as prescribed by a licensed or otherwise legally authorized physician or person acting under the physicians delegated authority. Administers intravenous therapy and other medications. Provides therapy and treatment that is supportive and restorative to life and well being either directly to the patient or indirectly through consultation with, delegation to (per Colorado State Board of Nursing rules and regulations for delegation), supervision of, or teaching others. Referring to medical or community agencies per Kaiser Permanente guidelines those patients who need further treatment, evaluation, or assistance. Review and monitor therapy and treatment patient plans. Initiate appropriate consultations and/or actions accordingly. Facilitates the coordination and integration of care between health care services; manages populations of patients to ensure appropriate utilization of health care resources. Leads health care team by influence and role modeling integrated effective nursing practice, service, innovation and providing outstanding support for physician practices. Patient advocate.

As an SMB Account Executive based in Denver, you will own a mix of inbound and outbound opportunities and run a full-cycle sales process from qualification through close. You'll work closely with Sales and Marketing to drive pipeline, keep forecasting clean, and help refine our messaging based on what you're hearing from the market. What You'll Do • Own inbound leads and manage top-of-funnel conversion from qualification to demo to close, • Own outbound prospecting across email, LinkedIn, phone, and events within your assigned segment, • Run a tight full sales cycle: discovery, needs assessment, value mapping, and close, • Nurture early-stage opportunities with high-quality, value-driven follow up, • Partner with Sales and Marketing to align on campaigns, prioritization, and GTM execution, • Maintain disciplined pipeline hygiene in Salesforce to support clear forecasting and reporting, • Surface market insights to improve positioning, messaging, and targeting, • Support events and campaigns by engaging leads pre and post event to drive outcomes What You Bring • 3 to 4 years in a Sales or Sales Associate role, ideally in SaaS, tech, or financial services, • SDR or BDR experience is a plus; must be comfortable in a customer-facing role, • Familiarity with Salesforce, Outreach, and LinkedIn Sales Navigator, • Strong communication: persuasive, concise, and human in writing and speech, • Highly organized and comfortable managing multiple outreach streams, • Curious and motivated with strong prioritization instincts, • Resilient and coachable: you act fast on feedback and maintain momentum, • Collaborative and team-first, with strong handoff and cross-functional instincts What's In It For You • Global collaboration: Partner with teams and clients domestic and internationally., • Competitive package: Comprehensive salary, benefits, and tools for success., • Meaningful work: Your efforts shape how thousands of lawyers use AI daily., • In-person environment: Denver office designed for ambitious builders., • Benefits & Perks: We invest in our people with a comprehensive, thoughtfully designed benefits package: Medical, Dental & Vision, • Multiple medical plan options through Aetna and Kaiser Permanente, • HSA or Healthcare FSA (based on plan selection), • Dental plans via MetLife, • Vision plans via Vision Care Family Support • Generous parental leave, • Free access to Maven Clinic, • Dependent Care FSA, • Free One Medical membership for employees and dependents Additional Perks • Pre-tax commuter benefits, • Life Insurance + STD/LTD, • 401(K) with generous company match, • Unlimited PTO, • Robust voluntary benefits, including identity protection (via Aura), legal coverage via MetLife, pet savings programs, and more Legora is an Equal Opportunity Employer At Legora, we believe great teams are built on diversity of thought and experience. We're proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don't discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.

DescriptionTechnical SummaryThe Director of Treasury oversees the organization's treasury function, managing cash positions, liquidity, banking operations, payment systems, merchant processing, governance, and financial risk. This role provides financial stewardship through cash management, liquidity planning, banking relationships, fraud prevention, and treasury operations.The Director collaborates with Finance, Accounting, Revenue Cycle, Supply Chain, KPWA, and other leaders to support business priorities, initiatives, acquisitions, and growth. This position establishes treasury policies and controls to ensure operational resilience, regulatory compliance, and strong risk management.The Director leads the Treasury bank reconciliation team, offering direction and oversight to maintain continuity and align operations with enterprise goals. Through proactive financial management and collaboration, this role helps theorganization meet operational needs and safeguard resources for long-term success.Job Summary:This managing level employee is responsible for overseeing and providing guidance to complex company financial activities across multiple business functions through managing the evaluation and summary of economic, market, and financial data, directing the execution and interpretation of financial analyses to identify risks and opportunities, managing large cross-functional projects or treasury components, and managing and negotiating vendor contracts and transitions while driving compliance to guidelines and requirements.Essential Responsibilities:Demonstrates continuous learning and maintains a highly skilled and engaged workforce by aligning resource plans with business objectives; overseeing the recruitment, selection, and development of talent; motivating teams; preparing individuals for growth opportunities and advancement; staying current with industry trends, benchmarks, and best practices; providing guidance when difficult decisions need to be made; and ensuring performance management guidelines and expectations drive business needs.Oversees the operation of multiple units and/or departments by identifying customer and operational needs; analyzing resources, costs, and forecasts and incorporating them into business plans; gaining cross-functional support for business plans and priorities; translating business strategy into actionable business requirements; obtaining and distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; and ensuring products and/or services meet customer requirements and expectations while aligning with organizational strategies.Oversees complex company financial activities by ensuring team members, including external business partners, provide support to finance and operations; reviewing and approving reconciliation activities; optimizing controls for financial transactions; and ensuring financial processes are fully documented.Directs treasury reporting efforts across multiple financial/business functions by overseeing the evaluation and summary of economic data, market conditions, and financial commitments; identifying and reporting key financial/business drivers, liabilities, and performance indicators (e.g., funding issues, returns on investment, cash-related risks, etc.) to senior management; and developing compelling presentations to convey key findings to executive leadership and external business stakeholders.Directs the execution of complex analyses (e.g., financial, risk, regulatory, business) and the interpretation of results to ensure risks and opportunities are identified by influencing and communicating assumptions; overseeing the development of financial models consistent with regulatory, statutory, and legal guidelines and requirements; and validating conclusions and recommendations based on findings.Manages projects or treasury components of larger cross-functional projects by identifying and managing stakeholder contacts; assembling teams based on project needs and team member strengths; developing, analyzing, and managing project plans; negotiating and managing project schedules and resource forecasts; and managing project financials and deliverables.Drives compliance with regulatory, statutory, and legal controls by developing and coordinating policies and procedures to achieve compliance and control objectives (e.g., audit controls, financial commitments, etc.).Manages vendor contracts and transactions (e.g., lease agreements, investment portfolios, etc.) for complex, high-impact initiatives by actively building and managing a network of strategic/financial/business partners; negotiating and reviewing financial agreements in accordance with regulatory policies and guidelines; identifying and evaluating key performance indicators; and ensuring vendor performance meets established service level agreements.QualificationsMinimum Qualifications:Minimum four (4) years supervisory experience.Minimum three (3) years experience managing operational or project budgets.Bachelors degree in finance or related field and Minimum ten (10) experience in finance or a directly related field. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.Job Field: TreasuryJob Type: StandardSchedule: Full-timeJob Level: Director/Senior DirectorTravel: Yes, 10 % of the TimeEmployee Status: Regular

Kaiser Permanente's National Marketing team is reshaping how our brand shows up across audiences, markets, and channels. As a Program Manager V supporting the Brand Marketing team, you will lead end-to-end brand transformation initiatives from discovery through launch, coordinating cross-functional teams across KP and our agency partners. You will align business objectives, establish governance frameworks, and manage timelines, budgets, and risks to ensure successful execution. You will also lead internal rollout and change-management efforts to drive consistent adoption of the new brand across lines of business and channels, and track performance through agreed-upon success metrics and reporting, bringing forward insights and recommendations to Brand leadership and the broader Marketing organization. Manages large-scale programs or components with multiple workstreams and strategic business goals across departments, functions, or regions with responsibility and accountability for achieving program outcomes from initiation to close-out in an extended or open-ended time frame. Leads the work of large program teams by leading others in coordinating and monitoring internal and/or external resources. Proactively monitors, identifies, and mitigates program risks, issues, and trigger events by developing mitigation plans and strategies. Monitors compliance of program activities by ensuring program plans and team members adhere to relevant policies and procedures. Ensures the alignment, buy-in, engagement, and support of diverse program stakeholders. Reviews vendor performance levels, ensures service level agreements are met, and participates in contract negotiations with vendors. • Promotes learning in others by communicating information and providing advice to drive projects forward; builds relationships with cross-functional stakeholders. Listens, responds to, seeks, and addresses performance feedback; provides actionable feedback to others, including upward feedback to leadership and mentors junior team members. Practices self-leadership; creates and executes plans to capitalize on strengths and improve opportunity areas; influences team members within assigned team or unit. Adapts to competing demands and new responsibilities; adapts to and learns from change, challenges, and feedback. Models team collaboration within and across teams., • Conducts or oversees business-specific projects by applying deep expertise in subject area; promotes adherence to all procedures and policies. Partners internally and externally to make effective business decisions; determines and carries out processes and methodologies; solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Develops work plans to meet business priorities and deadlines; coordinates and delegates resources to accomplish organizational goals. Recognizes and capitalizes on improvement opportunities; evaluates recommendations made; influences the completion of project tasks by others., • Manages large-scale programs or components with multiple workstreams and strategic business goals across departments, functions, or regions with responsibility and accountability for achieving program outcomes from initiation to close-out in an extended or open ended time frame. Develops, analyzes, and manages highly complex program plans which include scope identification and management, schedule, inter-dependencies, and resource forecast. Manages and monitors the program financials of large-scale programs. Monitors program performance to ensure programs effectively deliver maximum long term value or benefit to the organization, and makes adjustments as needed in an uncertain environment where scope may be fluid. Leads program activities related to organizational change management (e.g., development and execution of user adoption, implementation, and training plans) as defined by the program. Drives allocation of resources, establishes schedules, and task assignments to ensure established program management practices are in place. This role may perform project management duties in addition to program management responsibilities., • Leads the work of large program teams by monitoring internal and external resources. Leads others in requesting and coordinating internal and/ or external resources based on the alignment of team member skills and program demands. Communicates a clear vision of program goals and objectives to the team. Delivers performance feedback to team members supervisors., • Proactively monitors, identifies, and mitigates program risks, issues, and trigger events by developing mitigation plans and strategies; and resolving or escalating risks or issues as appropriate., • Monitors adherence of program activities to policies and procedures by ensuring program plans and team members follow KP, departmental, and/or business line policies and procedures., • Ensures the alignment, buy-in, engagement and support of diverse program stakeholders by building and maintaining relationships as well as communicating appropriately with internal customers, third party vendors, senior management, and business leaders; and clarifying accountability and authority across stakeholders. Identifies and works closely with key stakeholders based on their level of influence and decision making and ensures all appropriate stakeholders are represented and included. Provides insight to key stakeholders and program sponsors by developing program goals, setting the prioritization of deliverables, discussing involvement of business processes (e.g. program change management, communication) and facilitating decisions necessary for program delivery. Communicates tough issues to stakeholders while maintaining an independent opinion, providing recommendations, delivering formal presentations, and providing reports to various senior audiences. Engages with senior stakeholders to identify long term value to the organization and define success., • Reviews vendor performance levels and ensures service level agreements are met. Partners with Procurement and/or Legal to develop service level and/or scope of work agreements as appropriate. Participates in contract negotiations with vendors and reviews program invoices submitted by vendors for accuracy., • Ambiguity/Uncertainty Management, • Attention to Detail, • Business Knowledge, • Communication, • Critical Thinking, • Cross-Group Collaboration, • Decision Making, • Dependability, • Diversity, Equity, and Inclusion Support, • Drives Results, • Facilitation Skills, • Health Care Industry, • Influencing Others, • Integrity, • Learning Agility, • Organizational Savvy, • Problem Solving, • Short- and Long-term Learning & Recall, • Teamwork, • Topic-Specific Communication, • Applied Data Analysis, • Change Management, • Conflict Resolution, • Financial Acumen, • Managing Diverse Relationships, • Negotiation, • Project Management, • Project Management Tools, • Quality Assurance Process, • Risk Assessment, • Service Focus, • Strategic Program Management Minimum Qualifications: • Minimum three (3) years experience in a leadership role with or without direct reports., • Bachelors degree from an accredited college or university and minimum eight (8) years experience in project management or a directly related field, including minimum four (4) years program management experience OR Minimum eleven (11) years experience in project management or a directly related field including minimum four (4) years program management experience., • Project Management Professional (PMP) or equivalent project/program management certification., • Completion of a project management educational training or certification program., • Four (4) years of experience working with the Project Management Office (PMO)., • Four (4) years of experience working with healthcare operations., • Four (4) years of experience working in business optimization and transformation., • Four (4) years experience in business analysis., • Three (3) years experience working with advanced Excel functions including, formulas, pivot tables, vlookup, etc. Primary Location: California, Pasadena, Green Street/IDS • Denver, CO, • Portland, OR, • Oakland, CA, • Atlanta, GA, • Silver Spring, MD, • San Diego, CA, • Sacramento, CA, • Seattle, WA, • Chicago, IL Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri, Working Hours Start: 08:00 AM Working Hours End: 05:00 PM Job Schedule: Full-time Job Type: Standard Employee Status: Regular Worker Location: Flexible Employee Group/Union Affiliation: NUE-PO-01|NUE|Non Union Employee Job Level: Individual Contributor Department: Po/Ho Corp - HP Prod-Strategic Marketing - 7016 Pay Range: $147500 - $190850 / year Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package.

Kaiser Permanente is seeking a dynamic and visionary leader to serve as VP of Advanced Analytics. This role will lead National Health Plan Risk Adjustment analytics, benchmarking, encounter submission, and strategic analytic initiatives to support risk adjustment operations across multiple lines of business. The ideal candidate will bring deep healthcare risk adjustment expertise, a strong consulting background, and an actuarial designation is preferred (ASA or FSA), with a proven track record of leveraging complex data to influence medical group partners, national and functional leaders, and drive meaningful action through data-driven insights. This leader will also serve as an enterprise thought leader on evolving risk adjustment policy and methodology, interpreting CMS, HHS, and state regulatory developments to assess business and financial impact, guide strategic planning, inform executive decision-making, support predictive modeling and scenario analyses, and provide expertise to internal and external policy, advocacy, and stakeholder engagement efforts. This role demands strategic thinking, cross-functional collaboration, a commitment to innovation and quality, and the ability to build and inspire high-performing teams. In this role, the VP of Advanced Analytics will build, lead, and inspire a multidisciplinary team of actuaries and advanced analytics professionals to generate actionable, decision-ready insights that directly support risk adjustment accuracy and value capture across all lines of business, including Medicare Advantage, ACA, and Medicaid. This leader will translate complex clinical, operational, financial, and regulatory information into practical strategies that improve documentation accuracy, strengthen prospective and retrospective risk adjustment programs, and enable consistent, compliant execution across regions. By partnering closely with clinical, operational, finance, care delivery, and policy stakeholders, this role will ensure analytics are embedded into workflows, support enterprise readiness for emerging risk adjustment methodologies, and drive measurable improvements in risk score integrity, quality outcomes, and financial sustainability across the organization. This role will provide strategic analytics, benchmarking, and policy expertise to drive enterprise-wide performance, innovation, and compliance in support of Kaiser Permanentes National Health Plan Risk Adjustment organization. • Strategic Analytics Leadership: Lead the development and execution of advanced analytics (i.e., define vision, data architecture, operating model, and success metrics) strategies that support risk adjustment operations across Medicare Advantage, ACA, and Medicaid. Utilize predictive modeling, machine learning, and statistical analyses to identify trends to drive optimal actions and outcomes, forecast risk scores, and optimize risk score accuracy capture. Ensure analytics initiatives are aligned with enterprise goals and regulatory requirements., • Performance Management, Reporting, and Benchmarking: Design and maintain comprehensive benchmarking frameworks to evaluate internal performance against industry and peer organizations. Develop a comprehensive and robust data analytics strategy and performance management reporting suite (e.g., KPIs and dashboards) to ensure full transparency over risk adjustment reporting for all lines of business, inclusive of benchmarking against best practices and publicly available data., • Encounter Submissions: This executive is accountable for accurate, timely, and compliant data submissions of the Medicare Advantage Encounter Data System (EDS) and HHS CMS EDGE server submissions. The role bridges health plan operations, data analytics, and regulatory compliance to maximize revenue accuracy and minimize financial risk by overseeing the ingestion, formatting and submissions, resolving data discrepancies, rejects, and anomalies to maximize submission acceptance rates. Partners with IT and vendors to maintain secure, scalable server infrastructure and provides executive-level dashboards tracking transfer payment estimates and data quality., • Risk Stratification and Prospective Algorithms to Determine Patient Risk: Evaluate and implement analytical and predictive models (e.g., risk scoring, predicting gaps in care, forecasting, margin optimization, member segmentation) that directly support business goals such as margin improvement, support quality of care delivery, pricing strategy, value-based contracting, and regulatory compliance. This role will work collaboratively across the National Health Plan, Care Delivery, and the Permanente Medical Groups to align on both strategy and execution of that data to inform clinical, quality, and operational performance levers., • Clinical Program Development and Quality Strategy: This role will leverage risk adjustment data and associated insights to inform clinical programs and quality strategies for use in complex care management, high-risk programs, and other 5-Star program elements. Data from this program will also inform care delivery strategies including community-based primary or supportive care, or other operating model considerations designed to improve access to care., • Risk Adjustment Factor Forecasting: In partnership with national finance, actuarial, and other leaders, support the accurate development of Enterprise, product level risk adjustment forecasting for financial, clinical, and other product development and actuarial modeling such as the Medicare Advantage annual bid process and the ACA rate filings, among others., • Thought Leadership: Collaborate with senior business stakeholders (e.g., payer/provider groups, finance, operations, strategy) to drive analytics adoption and ensure insights translate into actionable outcomes. Serve as a thought-leader within the organization: represent analytics in external forums, help set strategy for organizational data-driven transformation, mentor analytics talent., • Team Leadership and Development: Build and lead a high-performing analytics team (data scientists, advanced statisticians, actuaries, business intelligence engineers), establish best practices in model governance, providing business with timely, accurate and actionable insights, and moving with speed., • Regulatory Compliance: Establish strong data governance, ethics, model monitoring & validation processes, ensuring all analytics and benchmarking activities comply with CMS and state regulations, including HCC coding, RADV audits, and risk score submissions. Monitor regulatory changes and proactively adjust analytical methodologies to maintain compliance and optimize performance. Basic Qualifications: Experience • Minimum ten (10) years of experience in healthcare risk adjustment, analytics, or actuarial leadership role, preferably within a large integrated health system, large multi-market payer, or consulting firm, with deep understanding of all actuarial aspects of commercial and government healthcare programs, including pricing, financial reporting, forecasting and risk adjustment. Education • Bachelors degree in business administration, Economics, Finance, Accounting, Public Health or other quantitative discipline is required License, Certification, Registration Additional Requirements: • Proven track record of translating analytics to business value: e.g., driving margin improvement, cost reduction initiatives, pricing/rate strategy, risk adjustment, regulatory analytics., • Strong understanding of data architecture, model deployment, cloud/enterprise analytics platforms, and ability to partner with IT/engineering., • Deep understanding of CMS-HCC, ACA, and CDPS, risk adjustment methodologies and Risk Adjustment Data Validation (RADV) or other coding parameters and experience managing compliance within them., • Experience and deep understanding in calculation and interpretation of the ACA Payment Transfer and respecting Wakely benchmarking data sets., • Ability to analyze risk adjustment and benchmarking data to inform business decisions (member risk score model forecasting, member turnover analyses impact on risk score), • Demonstrated success in managing complex organizational initiatives involving multiple functions and multiple business units/regions. Includes the identification and articulation of problems, as well as the successful buy-in, execution and benefit realization., • The ability to build collaborative relationships and effectively communicate with senior business leaders, including physicians., • Demonstrated success in building and mentoring high-performing analytics teams, fostering innovation, and scaling analytics maturity across organizations., • Excellent leadership, change-management, and stakeholder-management skills: able to build influence, create culture of data-driven decision-making, and scale analytics maturity. Preferred Qualifications: • Masters or PhD in quantitative discipline (Statistics, Mathematics, Economics, Actuarial Science, Computer Science, Public Policy Analysis) is preferred., • Professional certifications such as ASA or FSA is preferred - additional credentials in data science, machine learning, or healthcare analytics are a plus. Primary Location: California,Oakland,Ordway Additional Locations: • Atlanta, GA, • Denver, CO, • Pasadena, CA, • Portland, OR, • Seattle, WA, • Washington D.C., DC Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon-Fri Working Hours Start: 08:00 AM Working Hours End: 05:00 PM Job Schedule: Full-time Job Type: Standard Worker Location: Flexible Employee Status: Regular Employee Group/Union Affiliation: NUE Executives|NUE|Non Union Employee Job Level: Executive/VP Department: Po/Ho Corp - 3YP Core - 0308 Pay Range: $301500 - $376875 / year

DescriptionSelected candidate must reside in Colorado Candidate will be responsible for business development, community relations, and lead generation to support local Medicare sales team. Primary objective will be to increase lead volume in Colorado to assist in conversion for growth objectives.Job Summary:In addition to the responsibilities listed above, this position is also responsible for implementing standard and non-standard protocols to participate in programs/activities to promote growth and retention for book of business; coordinating open enrollment events with limited guidance; and utilizing working knowledge to educate end-user on offerings to increase wellness.Essential Responsibilities:Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and gathering information on service failure trends or process improvement opportunities to better meet customer needs.Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance.Contributes to sales goal attainment by: collaborating with the team to gather data on opportunities to grow customer base to new or growing markets; ensuring accuracy of the of prospect database and targeted prospect profiles to inform strategic planning; supporting the team to develop product and plan design, quote, and Request for Proposal (RFP); providing standard recommendations to inform forecasting and pricing with limited guidance; and implementing standard protocols to identify cross-sell and up-sell opportunities.QualificationsMinimum Qualifications:Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.Accident and Health Insurance License (Colorado) within 3 months of hireJob Field: Sales & Account Management (Blended)Job Type: StandardSchedule: Full-timeJob Level: Individual ContributorTravel: Yes, 15 % of the TimeEmployee Status: Regular

DescriptionWe are seeking a health insurance professional with one (+) year of experience in the health insurance industry and one (+) year of experience working in a large matrixed organization. Candidates must be eligible to obtain a Colorado Accident and Health Insurance License within 3 months of hire. This role supports account management, plan design, pricing, quotes, and RFP development while contributing to sales growth and customer retention. Responsibilities include coordinating enrollment and implementation activities, serving as a customer advocate, building relationships with brokers, consultants, and customers, analyzing account performance, and identifying service improvement opportunities. Strong communication, collaboration, problem-solving, and customer-focused skills are required.Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Kaiser Permanente’s Authorized States Policy Employees may be required to travel to a Kaiser Permanente or customer site. Residency required in the primary location: 10350 E. Dakota Ave., Denver, Colorado 80247Job Summary: Designs and implements standard account plans including new products, benefits offerings, or pricing models with minimal supervision. Coordinates local and regional enrollment meetings to win and retain customers. Applies standard strategies to pursue sales opportunities in new or growing markets. Applies comprehensive knowledge to build and leverage relationships with brokers, channels, and customers to demonstrate value and build commitment. Supports the team to develop plan design, quote, and Request for Proposal (RFP). Collects data on account performance to inform strategy, and identify and escalate potential issues. Contributes to a positive customer experience by gathering data on customer needs, and providing product/service knowledge to customers. Identifies customer needs or service failures to better serve customers and fulfill KP mission. Identifies cross-sell and up-sell opportunities with existing customers.Essential Responsibilities:Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and gathering information on service failure trends or process improvement opportunities to better meet customer needs.Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance.Contributes to sales goal attainment by: collaborating with the team to gather data on opportunities to grow customer base to new or growing markets; ensuring accuracy of the of prospect database and targeted prospect profiles to inform strategic planning; supporting the team to develop product and plan design, quote, and Request for Proposal (RFP); providing standard recommendations to inform forecasting and pricing with limited guidance; and implementing standard protocols to identify cross-sell and up-sell opportunities.QualificationsMinimum Qualifications:Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.Accident and Health Insurance License (Colorado) within 3 months of hireJob Field: Sales & Account Management (Blended)Job Type: StandardSchedule: Full-timeJob Level: Individual ContributorTravel: Yes, 10 % of the TimeEmployee Status: Regular

DescriptionThis remote position may be based in California, Oregon, Washington, Colorado, Georgia, Maryland, Virginia, or Washington, D.C. or Hawaii. Job Summary:In addition to the responsibilities listed below the position is also responsible for the following:Managing outside counsel relationships with a team of litigators to craft overall litigation strategy with the objective of implementing or facilitating company-wide business objectives and for portfolios of high reputational and economic significance and implementing strategies for cost control and mitigationLeading collaborations with the business to implement key changes and ensuring alignment with overall business strategy; Overseeing cross-functional collaborations and communications with business groups, government, clinical, and other groups within KP to ensure achievement towards a common goal; and overseeing practical and effective legal advice and promoting proactive strategies to prevent, mitigate and resolve legal, regulatory and enterprise risk. This position may be responsible for proactively identifying government enforcement risk areas and priorities and communicating and addressing these within compliance and operations and providing training to compliance and operations on key statutes and regulations that are priorities for the government. This position is responsible for managing relationships with a team of lawyers to facilitate efficient and proactive legal services; dealing with high-risk cases and identifying when to escalate as necessary; counseling on remediation of identified risk areas over the course of an investigation; and implementing guidelines and standards. The position is also responsible for establishing arguments in preparation of cases; representing KP during legal proceedings, mediation, and negotiation of settlements; providing strategic legal advice and working on unique and complicated risk initiatives, remediation, and/or compliance projects; ensuring adherence to legal obligations and settlement agreements; reviewing, evaluating, and aligning team efforts on resolving complex and unique claims and lawsuits related to unique subject matter expertise; advising the enterprise on highly complex legal and risk matters; and identifying operational concerns and collaborating with the enterprise to approve solutions to highly complex and unique concerns.Essential Responsibilities:Participates in the creation, review, and negotiation of legal documents by: preparing, drafting, creating, and reviewinghighly complex and nuanced written legal advice, contracts, and/or other documents related to subject matter expertise;overseeing work product of others; and providing highly technical, expert and actionable guidance to clients and other legal professionals (e.g., legal counsel, paralegals, and legal assistants).Performs and analyzes legal research by: performing or managing highly complex research and analyses of case law andstatutory/regulatory authority including but not limited to federal and state laws, rules, regulations, accreditation standards, and/or other applicable guidance; analyzing highly complex industry patterns and trends impacting legal questions or issues; and effectively synthesizing and communicating legal research findings and legal analysis to cross-functional senior business stakeholders to inform program-wide strategy and critical business decisions.Assesses legal risk and/or provides legal guidance by: applying expert knowledge of legal principles, business risks,regulatory landscape, and compliance considerations to provide legal advice and recommendations on matters highly critical to the organization; leading legal strategies for senior business stakeholders and implementing innovative solutions that mitigate legal risks, drive program-wide business strategy, and further advance Kaiser Permanente's mission; managing and overseeing outside counsel on highly technical and complex legal matters; effectively collaborating with other attorneys to leverage and share expertise and resources in a highly matrixed environment; and overseeing junior-level attorneys and other legal professionals or guiding more junior attorneys in their area of expertise, and as appropriate.Contributes to legal planning and strategy by: formulating and managing legal strategy for the implementation of significant and innovative solutions to unique issues; driving the resolution of highly complex legal issues through collaboration among legal colleagues and stakeholders; advising senior stakeholders on health plan and/or care delivery business and/or clinical strategies; engaging with regulatory services and government relations on Kaiser Permanente's advocacy strategies to address legislative, regulatory and litigation risk; and managing, leading, or guiding responses to regulatory actions as appropriate for practice areas (e.g., audits and enforcement actions).QualificationsBasic Qualifications:Experience:Minimum ten (10) years of experience as a practicing lawyer.Minimum five (5) years of experience in litigation (discovery, law & motion, experts, pre-trial, trial/arbitration).EducationJuris Doctorate (JD) or equivalent (e.g., Legum Baccalaureus [LLBs], Legum Magister [LLMs], and Postgraduate Certificate in Laws [PCLLs])License, Certification, RegistrationState Bar License (from any State where KP does business)Preferred Qualifications:Significant experience as a practicing attorney, including at least 10 years of legal practice and 5 years of litigation experience ideally focused on government investigations, enforcement actions, internal investigations, and regulatory response, particularly in healthcare-related areas.Experience managing complex litigation portfolios with high reputational, regulatory, and economic risk.Ability to oversee and manage outside counsel relationships, including litigation strategy, cost control, and risk mitigation.Experience advising on high-risk legal, regulatory, compliance, and enterprise risk matters.Experience collaborating with senior business, clinical, government relations, compliance, operations, and legal stakeholders in a highly matrixed environment.Two (2) years of experience advising in the areas of fraud, waste, and abuse.Anti-Kickback Statute and Stark Law experience preferred.Prior experience advising on compliance programs.Prior experience performing pre-acquisition due diligence related to litigation risk.Job Field: LegalJob Type: StandardSchedule: Full-timeJob Level: Director/Senior DirectorTravel: NoEmployee Status: Regular

Network Operations Engineer III - Client OnsiteWork Location: Denver, COOur Tier 3 NOC Engineer is responsible for advanced troubleshooting, fault isolation, incident escalation, and network optimization within a globally distributed backbone network. This role requires deep expertise in network infrastructure, routing, switching, troubleshooting, and operational support.The Tier 3 Engineer serves as the primary escalation point for Tier 2 engineers, taking ownership of complex cases and driving them to resolution. This position also contributes to process improvements, automation, and monitoring system enhancements to optimize network operations.Key ResponsibilitiesAdvanced Network Operations & TroubleshootingOperate and troubleshoot a globally based Data Center network, including routing and switching devices.Perform fault isolation and resolution, diagnosing Layer 1–3 network issues.Take ownership of escalated cases from other engineers, ensuring a successful resolution.Manage and escalate critical events, communicating clearly and concisely with stakeholders.Support network circuit and hardware troubleshooting, including patch panels, optics, and cabling.Detect and diagnose various error/failure conditions across an array of network device types.Provide hands-on support for network incidents, collaborating with engineering teams when required.Incident Response & Escalation SupportProvide Tier 3 support for all Backbone Network Repair issues, assisting other team members with advanced troubleshooting.Serve as the escalation point-of-contact during business hours, handling troubleshooting, tooling, and process issues.Coordinate with DC facilities teams on maintenance activities impacting network infrastructure.Own incident response processes, including escalations to higher-level support teams when necessary.Rapidly respond to major network incidents, supporting SEV initiation and resolution processes.Network Monitoring & OptimizationMonitor the respective BackBone infrastructure ticket queues, ensuring timely and accurate responses to alerts.Track and document incident resolution steps, maintaining accurate logs in ticketing systems.Proactively identify and resolve network performance issues, optimizing existing configurations.Develop and maintain network change documentation, including VLAN, subnet, and DNS modifications.Automation & Continuous ImprovementContribute to the creation of monitors, alerts, dashboards, and performance metrics to drive continuous improvements.Identify areas for automation to improve efficiency.Provide feedback on recurring network issues, refining troubleshooting procedures and SOPs.Support network optimization efforts, participating in capacity planning and scaling initiatives.Process & Asset ManagementDocument and optimize operational processes and procedures, ensuring alignment with best practices.Follow Return Merchandise Authorization (RMA) processes and coordinate with vendors for hardware replacements.Ensure accurate inventory and documentation in collaboration with audit and asset management teams.Monitor tickets for adherence to SLAs, ensuring prompt issue resolution.Required Qualifications & SkillsTechnical SkillsExpertise in Data Center networking, including rack installations, routers, switches, VLANs, and routing protocols (BGP, OSPF, MPLS, etc.).Strong experience troubleshooting Layer 1–3 network issues in a large-scale production environment.Hands-on experience with network monitoring tools (e.g., SolarWinds, Nagios, PRTG, or similar).Advanced knowledge of troubleshooting IP transport/transmission networks and transceivers.Experience capturing and analyzing network traffic for troubleshooting.Proficiency with ticketing systems (e.g., ServiceNow, Jira, or equivalent).Soft Skills & Work EthicStrong analytical skills, problem-solving mindset, and ability to work autonomously.Excellent communication and documentation skills for incident tracking and resolution.Proven ability to work in a fast-paced, mission-critical environment.Strong sense of ownership, urgency, and drive in troubleshooting and resolving network issues.Experience & EducationBachelor’s degree in Computer Science, Networking, or a related field (or equivalent experience).8+ years of network operations experience, with a focus on Optical networks.Salary Range$85,120.00 - $134,400.00 USD (Salary)Please note that the salary information provided herein is base pay only (gross); it does not include other forms of compensation which may or may not apply to this specific position, namely, performance-based bonuses, benefits-related payments, or other general incentives - none of which are guaranteed, may be subject to specific eligibility requirements, and are wholly within the discretion of Astreya to remit.Further, the salary information noted above is a range that consists of a minimum and maximum rate of pay for this specific position. Where an applicant or employee is placed on this range will depend and be contingent on objective, documented work-related considerations like education, experience, certifications, licenses, preferred qualifications, among other factors.Astreya offers comprehensive benefits to all Regular, Full-Time Employees,including:Medical provided through UHC (PPO, HSA, Surest options) / Medical provided through Kaiser (HMO option only) for California employees onlyDental provided through UHCNationwide Vision provided by UHCFlexible Spending Account for Health & Dependent CarePre-Tax Account for Commuter Benefit/Parking & Transit (location-specific)Continuing Education and Professional Development via various integrated platforms, e.g. Udemy and CourseraCorporate Wellness Program provided by Goomi GroupEmployee Assistance ProgramWellness Days401k PlanBasic and Supplemental Life InsuranceShort Term & Long Term DisabilityCritical Illness, Critical Hospital, and Voluntary Accident InsuranceTuition Reimbursement (available 6 months after start date, capped)Paid Time Off (accrued and prorated, maximum of 120 hours annually)Paid HolidaysAny other statutory leaves, paid time, or other ancillary benefits required under state and federal lawSummaryLocation: Denver, COType: Full time

Supports all local medical facilities that utilize surgical instruments by appropriately and safely processing and distributing equipment, instruments and supplies to maximize efficiency and safety. Makes members/patients and their needs a primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs; builds rapport and cooperative relationship with members/patients. Considers how actions or plans will affect members; responds quickly to meet member/patient needs and resolves problems. This position, knows and complies with all Kaiser Permanente quality, safety, and emergency policies and procedures. Demonstrates quality and effectiveness in work habits and clinical practice in every interaction with patients, colleagues, providers, and leadership. Ensures patient safety in the preparation and provisioning of care related to but not limited to medications, procedures, infection prevention, fall prevention, including consistent use of two patient identifiers and procedural time outs. Reports safety hazards, accidents and incidents, and unsafe working conditions promptly. Decontaminates, disassembles and reassembles, and sterilizes via appropriate techniques, a wide variety of routine and specialized surgical instruments. Utilizes Intelligent Instrumentation Management Computer system to track instruments throughout the local facilities. Inventories and restock departmental supplies including instruments, sterilization chemicals and other related items, which requires occasion lifting and carrying up to 45 pounds. In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by the Kaiser Permanente Service Quality Credo, the KP Mission as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to each other, to our members, and to purchasers, contracted providers and vendors. Basic Qualifications: • Minimum six (6) months of experience cleaning and sterilizing instruments. Education: • High School Diploma OR General Education Diploma (GED) required. License, Certification, Registration: • Certification Board for Sterile Processing and Distribution - Technician Certification from Certification Board for Sterile Processing and Distribution OR Registered Central Service Technician Certificate from Healthcare Sterile Processing Association Additional Requirements: • Effective verbal and written communications skills., • Demonstrated customer service skills, customer focus abilities and the ability to understand Kaiser Permanente customer needs., • Knowledgeable of a wide variety of sterilization routine and specialized instruments., • Experience in operating personal computers.

The Market Public Affairs Leader serves as the senior-most Public Affairs leader within the market and is responsible for advancing and protecting Kaiser Permanente's reputation, mission, strategic priorities, and business objectives through integrated communications, media relations, community affairs, stakeholder engagement, local government relations, executive positioning, and issues management. Reporting directly to the Chief Public Affairs Officer and maintaining a dotted-line relationship to the Regional President, this leader serves as the primary Public Affairs advisor to market leadership and operates at the intersection of enterprise strategy and market execution. The role is accountable for ensuring enterprise Public Affairs priorities are effectively translated into market strategies, stakeholder engagement efforts, campaigns, communications programs, and community activities while ensuring local market realities inform enterprise decision-making. The Market Public Affairs Leader leads a market-based Public Affairs team responsible for communications, media relations, community affairs, stakeholder engagement, local government relations, executive positioning, reputation management, and issues management. The role works in close partnership with enterprise centers of excellence across External Communications, State Affairs, Federal Affairs, Internal Communications & Engagement, Community Affairs & Engagement, Advocacy, Marketing, Legal, Policy & Regulatory Affairs, and Community Health. Internal communications will be more tightly integrated between national and markets, with national internal communications supporting shared platforms, greater consistency, and a One KP voice. At the same time, markets will continue to lead the operational and market-specific communications required to advance local priorities. As the senior Public Affairs leader in the market, this individual serves as a trusted advisor to market leadership, medical group leadership, and health plan leadership, helping leaders navigate complex business, reputational, community, labor, political, and stakeholder dynamics. This leader is also a visible executive presence in the market and helps cultivate trusted network relationships across the health care delivery system, including with providers, purchasers, employers, labor leaders, community partners, and other influential stakeholders. The role ensures Kaiser Permanente maintains strong relationships with local media, community leaders, nonprofit organizations, civic organizations, chambers of commerce, local elected officials, business groups, and other key stakeholders while advancing enterprise priorities and preserving local trust and credibility. • Strategic Leadership & Executive Counsel, • Serve as the senior Public Affairs advisor to market leadership., • Serve as a member of the market leadership team and the Chief Public Affairs Leadership Table, representing market priorities, opportunities, stakeholder insights, and reputational considerations within enterprise Public Affairs planning and governance processes., • Help shape enterprise Public Affairs strategies and priorities by providing market insights, stakeholder perspectives, competitive intelligence, community intelligence, and business context., • Advise leaders on communications, stakeholder engagement, reputation management, labor dynamics, public policy implications, and emerging issues that may affect market performance., • Support executive decision-making through strategic counsel, risk assessment, stakeholder insights, and communications planning., • Public Affairs Leadership & Coordination, • Serve as the primary Public Affairs leader and point of contact for market leadership., • Coordinate Public Affairs activities across Communications, Media Relations, Community Affairs, Stakeholder Engagement, Local Government Relations, State Affairs, Federal Government Relations, Advocacy, and enterprise centers of excellence to ensure alignment and effective execution of enterprise and market priorities., • Ensure market leadership, including medical group and health plan leadership, has a clear, coordinated, and integrated Public Affairs strategy that reflects the full capabilities of the Public Affairs organization., • Convene and lead regular market Public Affairs planning, prioritization, and coordination efforts to ensure alignment across functions and eliminate duplication., • Ensure market Public Affairs strategies support enterprise priorities while reflecting local business objectives, stakeholder needs, and community realities., • Market Reputation & Communications Leadership, • Lead market communications and reputation strategies in alignment with enterprise priorities and business objectives., • Serve as the senior leader accountable for market reputation management, stakeholder trust, and coordinated execution of enterprise Public Affairs priorities., • Develop and implement market communications strategies that strengthen Kaiser Permanentes reputation and support organizational goals., • Ensure enterprise narratives are effectively localized and executed within the market while maintaining consistency with One KP priorities., • Identify, elevate, and amplify market innovations, care delivery successes, community partnerships, thought leadership opportunities, and organizational achievements that strengthen Kaiser Permanentes reputation., • Media Relations & External Visibility, • Oversee market media relations and earned media strategies in partnership with enterprise communications teams., • Serve as a visible executive and spokesperson for Kaiser Permanente within the market, including participation in media interviews, public forums, community events, industry conferences, stakeholder meetings, and executive engagements., • Support and prepare executives, physicians, and subject matter experts for media interviews, public-facing engagements, speaking opportunities, and stakeholder meetings., • Develop and maintain strong relationships with local, regional, and industry media., • Ensure market media activities align with enterprise priorities and support a One KP Voice., • Community Affairs, Stakeholder Engagement & Local Government Relations, • Lead market community affairs, stakeholder engagement, and local government relations strategies., • Build and maintain trusted relationships across the market and the broader health care delivery system, including with community leaders, nonprofit organizations, employers, purchasers, chambers of commerce, labor leaders, civic organizations, local elected officials, business groups, providers, and other influential stakeholders., • Partner with Community Health leaders to align community engagement, mission delivery, stakeholder engagement, and community investment activities in support of enterprise and market priorities., • Partner with Marketing, Sales, Customer Experience, Government Relations, medical group leadership, and health plan leadership to strengthen Kaiser Permanentes visibility, mission impact, customer engagement, and stakeholder relationships., • Support implementation of enterprise community engagement strategies, sponsorship activations, volunteerism programs, and mission-focused initiatives., • Ensure Kaiser Permanente maintains a visible, trusted, and credible presence within the communities it serves., • Enterprise & Market Integration, • Translate enterprise Public Affairs strategies, campaigns, and priorities into effective market execution., • Partner closely with State Affairs and Federal Government Relations leaders to ensure alignment of stakeholder engagement, advocacy priorities, legislative activities, reputation strategies, and market execution while respecting enterprise reporting relationships and responsibilities., • Establish market operating rhythms and governance that bring together market Public Affairs teams and enterprise centers of excellence to support a coordinated One KP approach., • Ensure market teams leverage enterprise capabilities, tools, content, campaigns, reporting, and expertise effectively., • Foster collaboration and information sharing across enterprise and market Public Affairs teams., • Issues Management & Market Intelligence, • Lead market preparedness, response, and coordination related to reputational issues, emerging concerns, and stakeholder challenges., • Maintain visibility into emerging market issues, stakeholder concerns, community sentiment, labor developments, competitive dynamics, and reputational risks, ensuring timely escalation and coordination with enterprise leaders., • Provide enterprise leaders with regular intelligence regarding stakeholder relationships, community dynamics, media trends, local government developments, and market conditions that may influence organizational priorities., • Partner with enterprise Communications, Government Relations, Legal, and Issues Management leaders to support coordinated responses to complex situations., • Team Leadership & Organizational Effectiveness, • Lead, develop, and inspire a high-performing Public Affairs team., • Foster a culture of collaboration, accountability, inclusion, innovation, and continuous improvement., • Align resources, priorities, and capabilities to support both market and enterprise objectives., • Support development of future Public Affairs leaders and strengthen organizational capabilities across the market. Experience • Minimum ten (10) years of progressively responsible leadership experience in public affairs, communications, community affairs, media relations, government relations, stakeholder engagement, or related disciplines. Education • Bachelors degree required License, Certification, Registration • N/A, • Significant experience advising senior leaders and leading through complex reputational, political, regulatory, labor, and business environments., • Demonstrated success leading integrated Public Affairs, Communications, Community Affairs, Government Relations, or stakeholder engagement functions., • Demonstrated understanding of healthcare delivery systems, health plans, provider organizations, community health, and the stakeholder environments that influence healthcare organizations., • Experience operating within matrixed organizations and leading through influence., • Experience working in represented employee and labor environments, with the ability to build credibility and collaborate effectively across labor-sensitive settings., • Proven ability to build trusted relationships with executives, media, community leaders, elected officials, labor leaders, business organizations, and other external stakeholders., • Experience working in highly regulated industries preferred; healthcare experience strongly

Legora is redefining how legal work gets done. Not built for lawyers, built with them. We work alongside the world's best legal teams, who expect excellence, precision, and speed, and we hold ourselves to the same bar. Our AI-native workspace lets legal professionals move faster, think more clearly, and operate with sharper precision. By analyzing thousands of documents in minutes and powering end-to-end workflows, we cut through complexity, teams can focus on what matters: judgment, strategy, and outcomes. 1,000+ customers across 50+ countries trust us, including Cleary Gottlieb, Goodwin, Linklaters, White & Case, Dentons, and Barclays. We've scaled to $100M+ in ARR, with teams across Europe, North America and APAC, and continue to expand through acquisitions including Qura, Walter AI and Graceview. We partner with world-class performers: including Aaron Judge and the New York Yankees, Ludvig berg (and his caddie), and campaigns featuring Jude Law. Joining Legora means three things. • We lean in: ownership over titles, outcomes over intentions., • We fight for excellence: high standards, direct, ego-free feedback., • We grow together: as a team and with our customers. Mission before ego. Everyone contributes. No one coasts. If you're driven by impact, pace, and raising the bar. This is the place. What You'll Do • Independently manage the full sales cycle from initiation to close, partnering with mid market corporates and law firms to succeed in the age of AI., • Build and progress a strong pipeline through a mix of inbound and outbound efforts, running a tight, repeatable sales process., • Build trusted relationships with key decision makers and stakeholders, uncovering pain points and delivering tailored solutions that drive clear ROI., • Deliver impactful product demonstrations and presentations that move deals forward and drive adoption., • Collaborate cross functionally with Product, Engineering, and Legal to ensure our platform aligns with customer needs and continues to develop at pace. Contribute to refining our mid market sales motion and GTM processes, documenting best practices to help us scale effectively. What You Bring • Have a proven track record of 3 to 6 years of experience in B2B sales, go to market, or a comparable role in a high performing SaaS org, top tier consultancy, or a customer facing role within a relevant industry., • Experience managing end to end deals with multiple stakeholders, navigating procurement or security steps as needed, and consistently hitting targets., • Take clear ownership of quota, outcomes, and customer experience, putting the needs of the business first while maintaining high integrity., • Show perseverance and adaptability, staying focused through ambiguity and learning quickly from what works and what doesn't., • Are naturally inquisitive and coachable, actively seeking feedback and continuously improving your craft., • Bring strong discovery and storytelling skills, translating complex workflows into simple, value based narratives., • Have enthusiasm for international business development and share our vision of transforming legal work through AI., • Demonstrate a founder like mindset, proactively spotting friction and building scalable systems and playbooks. What's In It For You • Global collaboration: Partner with teams and clients across Europe, APAC, and North America., • Competitive package: Comprehensive salary, benefits, and tools for success., • Meaningful work: Your efforts shape how thousands of lawyers use AI daily., • In-person environment: Denver office is designed for ambitious builders., • Benefits & Perks: We invest in our people with a comprehensive, thoughtfully designed benefits package: Medical, Dental & Vision, • Multiple medical plan options through Aetna and Kaiser Permanente, • HSA or Healthcare FSA (based on plan selection), • Dental plans via MetLife, • Vision plans via Vision Care Family Support • Generous parental leave, • Free access to Maven Clinic, • Dependent Care FSA, • Free One Medical membership for employees and dependents Additional Perks • Pre-tax commuter benefits, • Life Insurance + STD/LTD, • 401(K) with generous company match, • Unlimited PTO, • Robust voluntary benefits, including identity protection (via Aura), legal coverage via MetLife, pet savings programs, and more Legora is an Equal Opportunity Employer At Legora, we believe great teams are built on diversity of thought and experience. We're proud to be an equal opportunity employer and committed to creating an inclusive, high-performance culture where everyone can do their best work. We welcome people of all backgrounds and don't discriminate based on race, color, religion, national origin, gender, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by law.

DescriptionThis position can be located in Atlanta, Denver, Portland, or Chicago. The posted salary rangeOverview: The Strategic Market Planning & Analytics team at Kaiser Permanente is seeking dynamic team members to support and enable National Health Plan business strategies, growth initiatives, and performance monitoring. This position involves close collaboration with cross-functional teams across the organization to identify growth opportunities, foster alignment, and drive strategic initiatives. This role is responsible for developing and executing short and long-term strategies, analyzing data to inform business decisions, identifying and monitoring performance measures, accelerating growth, and leading communication and change management efforts. Job Summary:In addition to the responsibilities listed above, this position is also responsible for managing business strategy and/or initiative planning by developing a new organizational strategy process and coordinating key players for leadership strategy conversations; facilitating leadership decision making by leveraging advanced knowledge of the external marketplace and relevant tools (i.e., dashboards to track metrics); coordinating strategy community of practices by facilitating knowledge sharing across functions and entities to identify the right strategic priorities; developing frameworks to facilitate strategy development by leveraging Strength Weakness Opportunity Threat (SWOT) and gap analyses to ensure that strategic opportunities are correctly identified; prioritizing strategic choices through enterprise processes and market operational plans to establish management incentives; and providing ongoing initiative management and prioritization in real time through performance monitoring using relevant tools (i.e., dashboards, scorecards, leader reviews).Essential Responsibilities:Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.Analyzes and interprets market data by: developing and implementing a plan to address moderately complex research questions and test hypotheses with advanced knowledge of data collection and analysis; performing moderately complex quantitative and qualitative analyses and investigating alternative hypotheses; and ensuring interpretation of key findings, conclusions, and recommendations for the future.Facilitates process improvement efforts by: ensuring the implementation of updated processes and beginning to identify opportunities to adapt processes to improve return on investment (ROI), operations, service quality, and results for initiatives across teams; utilizing moderately advanced knowledge of business operations to ensure the implementation of best practices across teams; and encouraging adoption of best practices and future innovations.Effectively manages projects and programs by: assembling project moderately complex proposals, including establishing objectives, key stakeholders, milestones, projecting required resources and timelines; ensuring progress on project deliverables in alignment with greater business strategy across a function; utilizing existing methodologies to complete initiatives with little support; and ensuring the execution of project plan, contributing to high-quality outcomes.Proactively maintains open streams of communication by: building and developing trusting relationships with stakeholders by navigating the organizational landscape; identifying moderately complex issues or risks to strategic program implementation and ensuring that they are resolved or escalated; fostering collaborative partnerships with inter/intraorganizational and external partners to develop and refine key priorities and strategy; and proactively communicating strategic issues and recommendations to senior leadership and across their function.Contributes to the development and execution of business strategy by: developing moderately complex strategic proposals based on business case and advanced knowledge of health care marketplace; assessing the scope of the problem to be addressed and the resources needed; identifying strategic options based on problem scoping; recommending challenging business goals and the processes and resources needed to accomplish them; ensuring alignment around the strategic plan and intended outcomes, and finding opportunities for collaboration and synergy within a function; ensuring application of strategies to mitigate moderately complex barriers, constraints, and risks to execution; and assessing and adjusting strategic direction in response to a changing environment.QualificationsMinimum Qualifications:Minimum two (2) years of experience in project management, forecasting, planning, consulting, strategy development and/or execution, or a directly related field.Bachelors degree in Business, Health Care Administration, Public Health Economics, Finance, or related field AND minimum four (4) years of experience in strategic planning, strategy facilitation, execution of large-scope strategic projects or directly related field OR minimum seven (7) years of experience in strategic planning, strategy facilitation, execution of large-scope strategic projects or a directly related field.Additional Requirements:Knowledge, Skills, and Abilities (KSAs): Business Acumen; Applied Data Analysis; Financial Market Research; Business Relationship Management; Project Management; Risk Assessment; Time ManagementJob Field: Strategy ConsultingJob Type: StandardSchedule: Full-timeJob Level: Individual ContributorTravel: NoEmployee Status: Regular

Desired candidate would reside in our WA or CO markets; however this is open to any KP footprint (CA, CO, NV, WA, OR, GA, MD, DC, VA, NC). Please note: pay listed is for CO region, others will vary by geographic location. Clinical Knowledge Services (CKS) is a multidisciplinary team dedicated to translating clinical evidence and best practices into meaningful solutions that improve patient care. Serving Colorado, Washington, and Nevada, CKS partners with clinical and operational leaders to acquire, design, implement, and maintain the tools, content, and decision support systems that power evidence-based medicine across the organization. Job Summary: Manages medium-to-large scale programs or components with multiple workstreams and strategic business goals across departments, functions, or regions with responsibility and accountability for achieving program outcomes from initiation to close-out in an extended or open-ended time frame. Leads the work of program teams by coordinating and monitoring internal and/or external resources. Proactively monitors and identifies program risks, issues, and trigger events by developing mitigation plans and strategies. Monitors compliance of program activities by ensuring program plans and team members adhere to relevant policies and procedures. Ensures the alignment, buy-in, coordination, and support of diverse program stakeholders. Assists with reviews of vendor performance levels, ensures service level agreements are met, and assists with contract negotiations with vendors. Essential Responsibilities: • Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome., • Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions., • Manages medium-to-large-scale programs or components with multiple workstreams and strategic business goals across departments, functions, or regions with responsibility and accountability for achieving program outcomes from initiation to close-out in an extended or open ended time frame. Develops, analyzes, and manages increasingly complex program plans which include scope identification and management, schedule, inter-dependencies, and resource forecast. Manages and monitors program financials for medium-to-large-scale programs. Monitors program performance to ensure programs effectively deliver maximum long term value or benefit to the organization, and makes adjustments as needed in an uncertain environment where scope may be fluid. Manages program activities related to organizational change management (e.g., development and execution of user adoption, implementation, and training plans) as defined by the program. Drives allocation of resources, establishes schedules, and task assignments to ensure established program management practices are in place. This role may perform project management duties in addition to program management responsibilities., • Leads the work of program team members. Requests and coordinates internal and/ or external resources based on the alignment of team member skills and program demands. Promotes program vision and objectives with program team., • Proactively monitors and identifies program risks, issues, and trigger events by developing mitigation plans and strategies; and resolving or escalating risks or issues as appropriate., • Monitors adherence of program activities to policies and procedures by ensuring program plans and team members follow KP, departmental, and/or business line policies and procedures., • Ensures the alignment, buy-in, and coordination of diverse program stakeholders by building rapport with stakeholder teams, third party vendors, and senior management; and clarifying accountability and authority across stakeholders. Identifies and works closely with stakeholders, ensuring all appropriate stakeholders are represented and included. Provides insight to key stakeholders and program sponsors by developing program goals, setting the prioritization of deliverables, discussing involvement of business processes (e.g. program change management, communication) and facilitating decisions necessary for program delivery. Communicates tough issues to stakeholders while maintaining an independent opinion, providing recommendations, delivering presentations, and providing reports to various senior audiences. Engages with senior stakeholders to identify long term value to the organization and define success., • Assists with reviews of vendor performance levels and ensures service level agreements are met. Partners with Procurement and/or Legal to develop service level and/or scope of work agreements as appropriate. Assists with contract negotiations with vendors and reviews program invoices submitted by vendors for accuracy. Knowledge, Skills and Abilities: (Core) • Ambiguity/Uncertainty Management, • Attention to Detail, • Business Knowledge, • Communication, • Critical Thinking, • Cross-Group Collaboration, • Decision Making, • Dependability, • Diversity, Equity, and Inclusion Support, • Drives Results, • Facilitation Skills, • Health Care Industry, • Influencing Others, • Integrity, • Learning Agility, • Organizational Savvy, • Problem Solving, • Short- and Long-term Learning & Recall, • Teamwork, • Topic-Specific Communication Knowledge, Skills and Abilities: (Functional) • Applied Data Analysis, • Change Management, • Conflict Resolution, • Financial Acumen, • Managing Diverse Relationships, • Negotiation, • Project Management, • Project Management Tools, • Quality Assurance Process, • Risk Assessment, • Service Focus, • Strategic Program Management Minimum Qualifications: • Minimum one (1) years experience in a leadership role with or without direct reports., • Bachelors degree from an accredited college or university and minimum five (5) years experience in project management or a directly related field, including minimum two (2) years program management experience OR Minimum eight (8) years experience in project management or a directly related field, including minimum two (2) years program management experience. Preferred Qualifications: • Three (3) years of experience working with learning and curriculum development., • Three (3) years of experience working with Tableau BI, Oracle, SharePoint, and/or Excel (e.g., creating pivot tables)., • Three (3) years of experience working with qualitative and quantitative analyses., • Three (3) years of experience working with Epic., • Two (2) years experience working with collaboration software (e.g., Sharepoint, MS Teams, etc.).

Candidate will be responsible for business development, community relations, and lead generation to support local Medicare sales team. Primary objective will be to increase lead volume in Colorado to assist in conversion for growth objectives. Job Summary: In addition to the responsibilities listed above, this position is also responsible for implementing standard and non-standard protocols to participate in programs/activities to promote growth and retention for book of business; coordinating open enrollment events with limited guidance; and utilizing working knowledge to educate end-user on offerings to increase wellness. Essential Responsibilities: • Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome., • Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities., • Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and gathering information on service failure trends or process improvement opportunities to better meet customer needs., • Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance., • Contributes to sales goal attainment by: collaborating with the team to gather data on opportunities to grow customer base to new or growing markets; ensuring accuracy of the of prospect database and targeted prospect profiles to inform strategic planning; supporting the team to develop product and plan design, quote, and Request for Proposal (RFP); providing standard recommendations to inform forecasting and pricing with limited guidance; and implementing standard protocols to identify cross-sell and up-sell opportunities. Knowledge, Skills and Abilities: (Core) • Ambiguity/Uncertainty Management, • Attention to Detail, • Business Knowledge, • Communication, • Critical Thinking, • Cross-Group Collaboration, • Decision Making, • Dependability, • Diversity, Equity, and Inclusion Support, • Drives Results, • Facilitation Skills, • Health Care Industry, • Influencing Others, • Integrity, • Learning Agility, • Organizational Savvy, • Problem Solving, • Short- and Long-term Learning & Recall, • Teamwork, • Topic-Specific Communication Knowledge, Skills and Abilities: (Functional) • Corporate Partnerships, • Storytelling, • Data Entry, • Event Planning, • Interpersonal Skills, • Member Service, • Negotiation, • Product Strategy, • Sales Operations, • Sales Opportunity Orchestration, • Sales Performance Data, • Sales/Partnership Strategy and Techniques Minimum Qualifications: • Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field., • Accident and Health Insurance License (Colorado) within 3 months of hire Preferred Qualifications: • One (1) year of experience in the health insurance industry., • One (1) year of experience working in a large matrixed organization.

Job DescriptionCustodial Associate – Full-Time Heather Gardens Association | Aurora, Colorado Full-Time | Non-Exempt Monday–Friday | 7:00 a.m.–3:30 p.m. Compensation: $17.75 - $18.50 depending on experience Join the Heather Gardens Team Heather Gardens Association is seeking a dependable, detail-oriented Custodial Associate to join our team. This is a full-time, hands-on position primarily responsible for maintaining residential buildings throughout the Heather Gardens community. Custodial Associates are typically assigned approximately 4–6 residential buildings, depending on the size and needs of the buildings. Because employees travel between their assigned buildings throughout the workday, a valid driver's license, reliable personal vehicle, current vehicle registration and automobile insurance, and an acceptable Motor Vehicle Record (MVR) are required for this position. Employees use their personal vehicle to travel between work assignments on the Heather Gardens property and are reimbursed for business mileage in accordance with HGA policy. If you take pride in your work, enjoy staying active, can work independently, and like being part of a team that makes a visible difference, we would love to hear from you. About Heather Gardens Heather Gardens Association (HGA) is a vibrant 55+ residential community located in Aurora, Colorado. We are committed to providing exceptional service and maintaining a clean, safe, welcoming, and well-managed environment for our residents. Our employees are dedicated professionals who value reliability, collaboration, integrity, and a shared commitment to supporting our community. Schedule & Work Assignment Employment Status: Full-time Regular Schedule: Monday–Friday Regular Hours: 7:00 a.m.–3:30 p.m. Primary Work Location: Residential buildings throughout the Heather Gardens community Building Assignment: Custodial Associates are typically responsible for approximately 4–6 residential buildings, depending on the size and custodial needs of the assigned buildings. Cross-Training: New custodial employees will be cross-trained in our Community Center/Clubhouse operations to provide greater flexibility and departmental coverage. Weekend Availability: Occasional weekend hours may be required for cross-training or operational coverage. Driving & Personal Vehicle Requirements Travel between residential buildings is a regular and essential part of this position. Custodial Associates are required to use their personal vehicle to travel between assigned buildings throughout the Heather Gardens property during the workday. Employees are reimbursed for business mileage in accordance with HGA policy. To be eligible for this position, applicants must: • Possess and maintain a valid driver's license., • Have reliable access to a personal vehicle for travel between assigned buildings during the workday., • Maintain current vehicle registration., • Maintain current automobile insurance meeting HGA requirements., • Maintain an acceptable Motor Vehicle Record (MVR) in accordance with HGA requirements., • Provide required driving and vehicle documentation as part of HGA's employment and driving eligibility process.What You'll Do As a Custodial Associate, you will be responsible for maintaining the cleanliness, safety, and appearance of assigned residential buildings and common areas throughout the Heather Gardens community. Responsibilities include: • Maintain approximately 4–6 assigned residential buildings, depending on building size and operational needs., • Travel between assigned buildings throughout the workday using your personal vehicle., • Clean and maintain residential building common areas, including hallways, entryways, lobbies, elevators, stairwells, and other shared spaces., • Vacuum, sweep, mop, and perform routine floor-care duties., • Clean interior glass, doors, fixtures, railings, and other common-area surfaces., • Clean and disinfect common-area restrooms, where applicable, and maintain appropriate supplies., • Empty trash and maintain clean and orderly trash and custodial areas., • Maintain building entrances and surrounding areas by removing leaves, snow, and other debris as needed., • Safely operate custodial equipment, machinery, and power tools., • Follow established safety procedures and proper chemical-handling practices., • Identify and report maintenance, safety, or facility concerns observed while working in assigned buildings., • Interact professionally and respectfully with residents, employees, guests, and other members of the community., • Assist with Community Center/Clubhouse custodial responsibilities when scheduled or needed for departmental coverage., • When assigned to the Community Center/Clubhouse, assist with cleaning, room preparation, and setups and breakdowns of tables, chairs, furniture, and equipment for activities, meetings, programs, and events., • Perform other custodial and facility-support duties as assigned.What We're Looking For We're looking for someone who is dependable, takes pride in maintaining a clean environment, and is comfortable working independently throughout a large residential community. The successful candidate should be able to manage responsibility for multiple assigned buildings, organize daily tasks effectively, and consistently maintain HGA's standards for cleanliness and resident service. Qualifications • Some high school education required., • Previous custodial, janitorial, or facility-maintenance experience preferred., • Valid driver's license required., • Acceptable Motor Vehicle Record (MVR) required., • Reliable personal vehicle required for travel between assigned buildings during the workday., • Current vehicle registration and automobile insurance required., • Ability and willingness to drive between multiple residential buildings throughout the workday., • Ability to read and write in English., • Ability to safely operate cleaning equipment and custodial machinery., • Ability to follow safety procedures and understand hazards associated with custodial work., • Strong attention to detail., • Ability to work independently and manage responsibilities across multiple assigned buildings., • Ability to interact professionally and respectfully with residents, coworkers, and guests., • Ability to complete routine and repetitive tasks consistently and reliably., • Ability to perform the physical requirements associated with custodial work, including standing, walking, bending, stooping, kneeling, reaching, climbing stairs or ladders, and lifting, carrying, pushing, or pulling items as required by the position.Benefits Heather Gardens offers a comprehensive and competitive benefits package that begins the 1st of the month following 30 days of employment, including: • Medical Insurance – Multiple plan options through Aetna & Kaiser, • Health Savings Account (HSA), • Flexible Spending Account (FSA), • Dental and Vision Coverage, • Employer-Paid Life Insurance & Disability Coverage, with optional buy-up plans, • 401(k) Retirement Plan with 5% company match, • Paid Holidays, • Generous Paid Time Off (PTO), • MetLife Voluntary Benefits, • Pet Wellness Benefits, • Employee Assistance Program (EAP), • Uniform & Shoe Allowance for eligible positions We also support work-life balance with paid holidays and generous PTO, along with a variety of voluntary benefits and employee resources designed to support your health, financial security, and overall well-being. Be Part of Our Community At Heather Gardens, our custodial team does much more than clean. Our Custodial Associates help create the environment our residents experience every day by keeping residential buildings, common areas, and community facilities clean, safe, and welcoming. This position is ideal for someone who enjoys working independently, staying active throughout the day, taking ownership of assigned buildings, and seeing the results of their work. If you're dependable, hardworking, comfortable traveling between multiple buildings during your workday, and take pride in a job well done, we encourage you to apply and join the Heather Gardens team. Heather Gardens Association is an equal opportunity employer.

Technical Summary:We are seeking a Director, Digital Products Strategy & Marketing to establish and lead enterprise digital product strategy for member-facing experiences across Kaiser Permanente's digital ecosystem. This leader will serve as a strategic connector across Marketing, Product, Digital

Description“May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums: https://www.lmpartnership.org/local-contracts." Job Summary:This role serves as part of the multidisciplinary team responsible for providing direct clinical services to patients and their families with most emphasis on completing Psychosocial Assessments; providing individual, group and family therapy for patients; facilitating psycho-educational training, family meetings, discharge planning; assisting in program development; developing, implementing, and reviewing Treatment Plans; and providing linkage to outside resources.Essential Responsibilities:Obtains complete bio-psychosocial history of assigned patients and follows through on appropriate disposition of patient in conjunction with written protocols and physician consultation as needed.Provide individual and family support and engage them in treatment plan and decision-making process with respect to patient rights, principles of confidentiality, respect for patient privacy and right to self-determination.Is knowledgeable of current clinical conditions, methods, medications, theoretical frameworks, and interventions.Utilizes best practices in delivery of behavioral health services in accordance with professional, clinical and KP guidelines.Utilizes evidence-based interventions and modalities with sound theoretical base.Ability to treat acute, severe cases of chronic conditions including but not limited to: Major Depressive Disorder, Post traumatic stress disorder, Obsessive Compulsive Disorder, Schizophrenia, Borderline Personality Disorder.Collaborate with clinical staff and patient/family to develop and execute patient/family centered care plans and goals. Assist patient, family, social relationships, medical staff, and teammates with care coordination, problem solving and goal setting.Provides patient and family education effectively and sensitively to encourage compliance with medical and therapeutic treatment recommendations.Promote empowerment of patient in self-management of diseaseDetermines and manages appropriate levels of care and service for patients using clinical knowledge, established guidelines and psychiatric consultation.Provide consultation for complex situations to providers, staff and contract agencies in caring for patients.Continuously assesses, evaluates, and records patient response to interventions.Practices within scope of practice parameters as inferred by licensure, knowledge, skill level, sound clinical judgment, and KP guidelines.Provides an integrated approach to assessment and intervention for patients having difficulty managing their health due to physical health conditions/chronic disease, psychological, behavioral, cognitive, and/or social factors. Maintains high level of clinical expertise.Accurately documents patient data, actions or interventions, responses, and plans for care/follow-up according to KP guidelines and standards for practice.Collaborates to build strong, effective relationships with referrers and their staff to assist in development and communication of plans for co-management of patients and their transition across care settings.Lead or participate in interdisciplinary team meetings.Provide consultation and training to other members of the care team in the area of mental health, chemical dependency, and/or behavioral medicine as indicated.Accurately identify and prioritize high risk cases providing crisis intervention services as needed; determines appropriateness of hospitalization; assesses patients potential for lethality.In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by the Kaiser Permanente Service Quality Credo, the KP Mission as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to each other, to our members, and to purchasers, contracted providers and vendors.QualificationsBasic Qualifications:ExperienceMinimum two (2) years post-doctoral practice experience.EducationDoctorate degree in psychology.License, Certification, RegistrationPsychologist License (Colorado) required at hireNational Provider Identifier required at hireAdditional Requirements:Demonstrated customer service skills and the ability to understand Kaiser Permanente customer needs.Demonstrated ability to function independently without direct clinical supervision.Excellent interpersonal, verbal and written skills.Must be able to work in a Labor/Management Partnership environment.Taxonomy code required at hire.Preferred Qualifications:Bi-or multi-lingual.Job Field: Behavioral / Mental HealthJob Type: StandardSchedule: Full-timeJob Level: Individual ContributorTravel: Yes, 25 % of the TimeEmployee Status: Regular

Additional Requirements:Knowledge, Skills, and Abilities (KSAs): Strategic Thinking; Advanced Quantitative Data Modeling; Algorithms; Applied Data Analysis; Data Extraction; Data Visualization Tools; Deep Learning/Neural Networks; Machine Learning; Relational Database Management; Project Management;

DescriptionJob Summary: The Vice President and General Manager, Government Programs is a senior leadership role accountable for driving sustainable growth across the Medicare Advantage (MA) business line. High School Diploma or General Education Development (GED) required.