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Katten is a full-service law firm with nearly 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Pitch and Proposal Specialist The Pitch and Proposal Specialist (Specialist) supports the firm’s business development and growth initiatives by contributing to the development of timely, high-quality and competitive pitches and proposals. This role works closely with attorneys and members of the Business Development and Practice Support teams to develop customized client-facing materials, including pitch books and presentations, responses to requests for proposals (RFPs), highly targeted pitch documents, and representative matter lists. The Specialist also supports experience management and client intelligence efforts by maintaining accurate matter data, drafting compelling experience descriptions, and assisting in the preparation of research and reporting related to prospective and existing clients. The position requires strong writing and organizational skills, attention to detail, sound judgment, and the ability to manage multiple deadlines in a fast-paced environment while maintaining strict confidentiality. Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pitch and Proposal Support • Support the development of pitches and proposals from intake through submission., • Assist in preparing responses to RFPs, RFQs, RFIs, and client compliance surveys., • Draft and edit proposal content, including executive summaries, cover letters, tailored capability descriptions, standardized responses and attorney biographies., • Prepare customized pitch books and qualification statements in Word, PowerPoint and digital formats., • Serve as project manager for assigned pitches and proposals, developing timelines, tracking deliverables, proactively following up with contributors, and ensuring on-time, complete submissions., • Ensure adherence to brand standards and document quality across client-facing materials., • Track active proposals and update status information in the firm’s project management system., • Coordinate production and formatting of materials, including electronic and print deliverables., • Coordinate the design and production of specialty pitch materials with the Creative Services team., • Maintain and update proposal content libraries, including standardized RFP responses and archived pitch materials., • Track and update pitch and proposal outcomes within internal systems to support reporting and performance analysis., • Prepare and lead the monthly reporting process summarizing pitch and proposal activity, outcomes, and related metrics., • Contribute to ad hoc proposal and content initiatives as needed., • Ensure that all proposal materials are handled securely and in compliance with firm policies and confidentiality standards., • Communicate proposal progress and potential issues to the Senior Pitch and Proposal Manager. Experience Management • Collaborate with the Senior Marketing Technology & Experience Specialist to support the capture, maintenance, and accuracy of the firm’s experience data., • Draft and revise clear, compelling matter descriptions for use in proposals and other client-facing materials., • Work with attorneys and Practice Support team members to gather and verify matter information., • Support maintenance of client permissions lists and outside general counsel requirements., • Enter and update proposal content within firm systems, coordinating with the Senior Marketing Technology & Experience Specialist to ensure accuracy and consistency. Client Intelligence • Conduct research on prospective clients and contacts to support pitches, proposals, and business development initiatives., • Prepare client intelligence summaries and background materials for attorneys and Marketing & Business Development team members in advance of meetings and pursuits., • Generate and distribute ERM/CRM reports, including client relationship data and contact information, to support business development efforts., • Support additional marketing and business development initiatives as assigned by the Director of Client Intelligence., • Serve as project manager for the bi-monthly internal business development newsletter, coordinating content collection, managing production timelines, and overseeing distribution to support internal education. Knowledge, Skills and Abilities • Bachelor’s degree in Marketing, Communications, Business, or a related field required; three to five years of marketing and/or business development experience, ideally within a legal or professional services firm., • Demonstrated experience supporting and drafting responses to RFPs and other competitive proposals., • Strong writing, editing, and proofreading skills, with the ability to synthesize complex information into clear, client-focused messaging., • Strong project management skills and ability to drive multiple concurrent workstreams to meet firm deadlines., • Ability to analyze proposal requirements and identify required content and contributors., • Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint); experience working with ERM/CRM and content management systems preferred., • High level of attention to detail and commitment to accuracy., • Ability to communicate effectively and diplomatically with attorneys and other business professionals., • Demonstrated analytical skills and ability to gather, organize, and synthesize information from multiple sources., • Ability to work independently while collaborating effectively within a team environment., • Sound judgment and discretion in handling confidential and sensitive information., • Flexibility to work additional hours as needed to meet proposal deadlines. In our New York office, the annualized salary range for this position is $90,000 to $110,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies. Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The SUNY Research Foundation (RFSUNY) is the largest comprehensive university-connected research foundation in the country. It provides essential administrative services that enable State University of New York (SUNY) faculty to focus their efforts on educating students and performing life-changing research across a wide range of disciplines. This position is a Research Foundation (RF) position at Downstate Health Sciences University, within the Office of Research Administration. Reporting to the Director of Sponsored Programs Finance, the Procurement Specialist ensures that procurement and purchasing activities support the Research Foundation’s mission, vision, and values. The Procurement Specialist maintains compliance with the policies and procedures of the Research Foundation (RF), SUNY, sponsors, and regulatory agencies, and provides comprehensive support to researchers and administrators. The Procurement Specialist serves as an effective liaison between suppliers/vendors and research staff. This position maintains a high level of customer service while facilitating efficient, compliant purchasing processes. Duties and Responsibilities • Execute purchasing responsibilities, including processing requisitions and creating purchase orders, in a timely, efficient, and cost-effective manner while adhering to institutional, federal, state, city, and sponsor policies., • Assist in the administration of the electronic procurement system by providing hands-on support to faculty, staff, and administrators. Troubleshoot user issues, manage account access and permissions, and guide researchers and administrators to ensure proper system use and compliance with Research Foundation policies and procedures., • Utilize existing Research Foundation (RF) and State contracts when available. When contracts do not exist, request preferential pricing proposals from vendors to establish new contracts for the Research Foundation., • Ensure compliance with competitive bidding requirements when applicable, including obtaining the required number of quotes and managing the Request for Quotation (RFQ) and Request for Proposal (RFP) processes., • Serve as a faculty liaison by researching and resolving purchasing concerns, needs, and discrepancies., • Create and update supplier records in the Supplier Master File in accordance with RF policies and procedures., • Maintain a comprehensive supplier information database, including contract numbers, contact details, and sales representative information., • Prepare monthly property reports based on RF Procurement transactions., • Analyze purchasing monitoring reports and implement corrective actions as necessary., • Respond promptly to Internal Revenue Service (IRS) notices, including IRS B-Notices, ensuring timely resolution and compliance. Required Qualifications Bachelor's degree or equivalent in education and experience. Demonstrated knowledge of Procurement policies and procedures. Strong mathematical, analytical, organizational and communication skills. Detail-oriented team player with strong negotiation skills and the ability to work independently. Solid understanding of business operations and processes. Strong interpersonal skills with the ability to effectively interact with a diverse range of individuals. Preferred Qualifications Certified Purchasing Professional (CPP) Certification. Experience in an academic medical center or institution of higher education. Demonstrated knowledge of Accounts Payable and Supply Chain processes. Experience implementing automated systems and training stakeholders on new processes and procedures. Knowledge of Oracle and e-Procurement Systems. Salary $65,000 - $85,000

Growing Firm! Hybrid Opportunity! This Jobot Job is hosted by: Lincoln Sprague Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $70,000 - $90,000 per year A bit about us: We are a growing AEC firm with offices located across the East Coast. We have been in an exponential growth phase over the last 3 years and are now requiring additional individuals on our marketing team. If you are a talented Proposal Specialist please apply today! Why join us? We offer some of the following Benefits: • Hybrid Schedule, • Flexibility, • Growing Company, • World Class Health Benefits Job Details Job Details: We are seeking a dynamic, creative, and detail-oriented Proposal Coordinator to join our thriving Engineering team. This role is an excellent opportunity for someone with a passion for communication, design, and engineering, looking to make a significant impact in a fast-paced, innovative environment. The successful candidate will be responsible for developing and coordinating compelling proposals, presentations, and marketing materials that highlight our engineering capabilities and services. This role requires a minimum of 5+ years of experience in a similar capacity, with proficiency in Illustrator, Adobe Indesign, InDesign, and Marketing. Responsibilities: 1. Coordinate, develop, and deliver compelling, high-quality proposals and presentations to a variety of audiences, including clients, partners, and internal stakeholders., 2. Collaborate with cross-functional teams, including engineering, sales, and marketing, to gather necessary information and ensure alignment with company messaging and goals., 3. Use Illustrator, Adobe InDesign, and other design tools to create visually appealing and impactful proposal layouts and graphics., 4. Manage proposal schedules and deadlines, ensuring all materials are delivered on time and meet company standards., 5. Conduct thorough proofreading and quality control checks to ensure accuracy and consistency of proposal content., 6. Maintain and update proposal database, tracking all proposal elements, statuses, and outcomes., 7. Stay abreast of industry trends and best practices, incorporating these into proposals as appropriate., 8. Assist in the development and execution of marketing campaigns and materials, as needed. Qualifications: 1. Bachelor’s degree in Marketing, Communications, Graphic Design, Engineering, or a related field., 2. A minimum of 5 years of experience in proposal coordination, preferably in the Architecture or engineering industry., 3. Proficiency in Illustrator, Adobe InDesign, and other design tools., 4. Excellent written and verbal communication skills, with the ability to convey complex engineering concepts in a clear, concise manner., 5. Exceptional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines simultaneously., 6. Strong teamwork and collaboration skills, with the ability to work effectively with a diverse range of individuals and teams., 7. Proven ability to produce high-quality, compelling proposal content under tight deadlines., 8. Knowledge of the engineering industry and its key trends and issues is a plus., 9. Self-motivated, with a strong drive for continuous learning and improvement. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. 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Job Description Are you a math education leader who wants to transform how math is taught in the classroom and see students become passionate about learning? Do you want to be part of a leading team that works closely with teachers in the Mid-Atlantic region to prepare students for the future? If so, read on ????. About Innovamat ???? Innovamat is the leading global K-12 edtech startup that brings the cutting-edge science of math learning and teaching to the classroom. We have built a unique PreK-8 math curriculum, backed by robust research and loved by 27,000+ teachers worldwide, to structurally change the way students learn by leaving the textbook and workbook behind. Join our US team as a core expansion team member to build world-class math classrooms with students ready for the future. Our all-in-one product ecosystem offers a range of resources from manipulatives to a self-adaptive practice app so teachers can focus on what they do best: facilitate and develop students (instead of lecturing and wasting time on non-pedagogical tasks). Our Team ???? We are more than 320 Math Education enthusiasts in 9 countries. To date, we have reached 2,600+ schools with more than 600,000+ students and 27,000+ teachers who love to work with the Innovamat curriculum. We are headquartered in Barcelona, Spain, and have offices across our countries. In the US, we are a hybrid team with members in New York, California, and growing in Chicago and other locations. Our school network is already in 5 states and growing every month. You Are Ready To ???? • Play a vital role in our growth in the US as a pioneer and bring your passion for education and teaching., • Work in a high-paced environment while making a meaningful impact in classrooms across your region., • Ensure that more schools districts in US join our educational proposal and ensure its continuity throughout the next cycles., • Be the Math expert that school administration and teachers view as their go-to person in Innovamat and ensure its success at all times., • Organize periodic meetings with schools to define the steps to follow, to ensure the success of our program, solving all the educational doubts and ensuring that their experience is unique., • Carry an impeccable, constant and systematic monitoring of the process in our CRM., • Navigate early-stage market constraints and go the extra mile as part of our supportive, ambitious small team.What You Will Do ????, • Be the Math Success specialist and accompany and train the teachers who carry out Innovamat in the classroom.Rest assured you will have a team of math researchers to support you as needed., • Hold classroom sessions (observations and modeling) with and for teachers as part of the curriculum´s application., • Organize regular meetings and detect the training needs of each customer to define their path to success, resolve questions on the way and ensure that the experience with Innovamat is unique., • Conduct product demonstrations (hands-on and math-focused, not product features-oriented)., • Build a strong community of math educators across New York and Pittsburgh, to begin with., • Manage relationships with all stakeholders throughout the implementation process.You Have ???? A strong training in math and teaching. Great if you have experience as a math teacher in elementary school. * A passion to bring cutting-edge research into the classroom and positively impact students and teachers. * Expertise in creating meaningful relationships and generating opportunities with district-level administrators, or equivalent. * A knack for speaking and connecting with teachers. Educator-to-educator communication skills are fundamental for thriving in this role. * A hands-on approach to your work, understanding that our mission requires a lot of building from scratch. * An entrepreneurial mindset capable of thinking outside the box and excited about the challenges of an early stage. * An appetite to travel and visit schools and classrooms in your region. What We Offer You ???? * Be part of our early-stage expansion team in the US that is on track to be the industry leader ????????. * A fast-growing, international startup environment with strong fundamentals ????. * Freedom to take on as much responsibility as you dare, which will allow you to develop your career quickly. * 5% 401k match. * Comprehensive fully-covered medical, dental, and vision package ❤️️‍. * Paid time off, including all federal and state holidays, and paid parental leave. * An additional week off during Christmas to be with family and rejuvenate. * Company computer and mobile phone. * Team building days (????????⚽ and more). * Build a strong career as part of the first team to drive truly transformative change in how kids learn and love math in the US. * Travel at least 30-50% of your workweek. * Compensation: Base salary between $85K–$90K, on-target earnings typically exceed $105K If you are excited by these prospects to build the future of math education together, we would love to meet you! At Innovamat, we are proud to be an Equal Employment Opportunity Employer. We seek to recruit the most talented people from an inclusive candidate pool with equity and equality in mind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We will process your personal data as part of our recruitment procedures. To find out more, please consult our Candidate Privacy Notices. Reasonable Accommodations Statement: Innovamat is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us.

Researching federal contract opportunities, competitors, and potential teaming partners. Writing, editing, and proofreading complex content for federal proposals and marketing materials. Senior Proposal Specialist (Federal Market).

Job Description Any Moving and interview costs are not reimbursable. May require in-person interview in Jersey City. ON-SITE / Hybrid as per supervisor's discretion. Salary: Pls send your salary requirements per year with resume in word format Macon Pace Inc., Management Consultants and located , NJ has immediate openings for qualified Engineering Project Control Specialist in Jersey City area with Port Authority. See below for details Minimum Requirements (Project Controls – Scheduling) • Bachelor's degree in Architectural, Engineering or related degree, • +7 years of professional experience in Construction Management and Scheduling, • Experience using Primavera P6, Microsoft project is a plus, • Strong communication skills, oral and written, • Experience in Baseline and Update Reviews, • Provide technical guidance to the Project Controls specialist/support staff, • Coordinate efforts for effective implementation of enterprise scheduling software, Oracle Primavera P6, • Provide project control support for major projects, develop and maintain project schedules, • Prepare monthly, quarter performance and ad-hoc cost /schedule reports, • Prepare performance measurement reports on schedule variance, cost variance based on critical path analysis and schedule risk analysis, • Maintain engineering resource codes in P6, • Manage monthly project status and resource codes updates, • Document project controls execution plan, project controls procedures, and coordination of progress reports, • Develop Engineering Project Controls and scheduling guidelines, • Updating schedules in Oracle’s Primavera project scheduling software on a monthly basis or as needed in concert with the project managers;, • Reviewing project status with project managers including scope, schedule and costs;, • Creating and maintaining resource loaded project schedules in Oracle’s Primavera project scheduling software;, • Maintaining proper project and activity codes in the Primavera system;, • Assist assigned project managers and others as required in the preparation of project budgets; updating project forecasts; establishing, maintaining and closing account codes; and preparing monthly and ad-hoc project/program status and performance reports;, • Support the business Department in Capital Planning prioritization., • Perform project/program/portfolio cost and schedule analysis Submit : Resume and Salary General Tasks • Project management, scheduling, cost control, project proposal preparation or other management/control services;, • Analyzing, providing design and programming services;, • Implementing procedures and systems utilized in project budgeting, schedules and resources;, • Utilizing Oracle’s Primavera software for monthly schedule updating, creating and maintaining resource loaded project schedules, maintaining project and activity codes., • Preparing executive level summary reports, project proposals, budgets, establishing, maintaining and closing account codes., • Providing training and technical assistance in Authority project control systems and enhancements., • Coordinating and mentoring lower level project control specialists., • Assist Program Director and Program Managers in preparation of executive level summary reports;, • Project control concepts, processes and procedures, cost control, project and performance reporting, scheduling, risk management protocols, capital planning and assessment., • Ability to achieve complex goals within tight time frames and simultaneously manage several assignments., • Extensive experience in managing and influencing diverse work groups and project teams., • Proven ability to work independently and effectively on the topics of decision-making, problem solving and negotiations., • Bachelor of Science in Engineering, Accounting, Economic or Business Administration or Project Management Professional certification with degree in technical field, • Minimum 5+ years of experience in related project industry, • Proficiency in Microsoft Office and Oracle/Primavera software, • Valid driver’s licenseCompany DescriptionMacon Pace, Inc. (MPi) was founded in 2000 and the main office is located in Hamilton, New Jersey. MPi is a Management Consulting Engineering Company that specializes in Construction Management and Inspection, Project Control Services, as well as Civil, Structural, Roadway, Electrical and Security Systems, ITS Engineering Design and Computer Aided Drafting (CAD) services within the transportation industry. We keep all interests confidential and offer full benefits package including medical,short and long term disability, Unemployment Insurance, PTO, 401k with Company Match for full time permanent employees onlyMacon Pace, Inc. (MPi) was founded in 2000 and the main office is located in Hamilton, New Jersey. MPi is a Management Consulting Engineering Company that specializes in Construction Management and Inspection, Project Control Services, as well as Civil, Structural, Roadway, Electrical and Security Systems, ITS Engineering Design and Computer Aided Drafting (CAD) services within the transportation industry.\r\n\r\nWe keep all interests confidential and offer full benefits package including medical,short and long term disability, Unemployment Insurance, PTO, 401k with Company Match for full time permanent employees only

Job Description ZGF is seeking a Marketing Manager to join our team in our New York City office. We are looking for creative, passionate, and strategic thinkers. As a Marketing Manager, you will… • Work closely with leadership to determine strategies on proposals and presentations; hands-on planning and development of strategic customized responses to RFPs and in the interview preparation., • Be a talented writer and storyteller with the ability to gather complex or technical information from various sources, to synthesize it, and to use it as the basis to craft cohesive and compelling narratives., • Share a love for content marketing and a passion for developing fresh and creative approaches to conveying information., • Coordinate the preparation of statements of interest and qualifications, proposals, SF330 forms, collateral materials, miscellaneous marketing, and marketing- oriented correspondence, to name a few., • Participate in pre-interview planning and presentation rehearsal with design teams, and help develop and apply the established win strategy, themes, and differentiators in presentation materials., • Think outside the box to develop innovative marketing strategies that differentiate the firm and position ZGF as a leader in the industry., • Be eager to learn and grow every day, constantly seeking new opportunities, approaches, and best practices to enhance marketing efforts and position the firm more effectively., • Identify opportunities for growth by staying current with industry trends and emerging markets and leverage these insights to support the firm’s strategic goals., • Make work assignments and follow-up to ensure tasks and projects are completed to the highest standards of quality, timeliness, and cost effectiveness., • Conduct research and compile information regarding existing and prospective clients, competitor activity, and industry or market trends to aid in the development of marketing plans, proposals, and presentations., • Develop and maintain a network of industry contacts (e.g., consultants, contractors, architectural colleagues, clients) to cultivate leads and gather intelligence through that network., • Support those with marketing assignments to prepare for meetings, interviews, and other efforts with prospective clients, as well as for speaking engagements and other marketing activities., • Centralize information about the business development activities of the local office and those of a firmwide nature that are orchestrated through that office, including such things as leads, contacts, and schedules of business development events., • Share information in a timely way among team members; manage timely decisions and actions in business development pursuits., • Explore ways to streamline workflow and use of technology without compromising quality., • Bachelor’s degree in marketing, journalism, or design-related field., • Minimum of 5 years of experience in relevant marketing/communications, preferably within the A/E/C industry., • Demonstrated written and oral communication skills; strong editing and proofreading skills; strong graphic design sensibilities., • Excellent interpersonal skills; ability to work with both peers and senior members of the firm., • Experience working independently, as well as within highly-collaborative, cross-functional teams., • Strong organizational skills and an ability to prioritize and complete simultaneous projects with minimal supervision; meeting deadlines and working well under pressure, while maintaining a high level of accuracy., • A collaborative and team-oriented disposition; a sense of humor and grace under pressure; persistent, tactful, and enthusiastic., • Sound professional judgment, strong work ethic, positive and client-focused attitude., • A detailed knowledge of marketing procedures, work processes, and tools, along with evidence of past successful management of marketing projects and teams., • A thorough understanding of effective document and presentation production, and an in-depth understanding of proposal and presentation psychology and how to convey messages, themes, discriminators, and responses to evaluation criteria clearly and effectively., • Experience managing teams of people (including non-direct reports) with demonstrated ability to coach, mentor, and provide constructive criticism in a team setting and one-on-one., • Proficiency in InDesign is required; working knowledge of Illustrator, Photoshop, and database programs such as Deltek Vision and Axomic OpenAsset is preferable. $87,000/yr - $105,000/yr Benefits ZGF Employees Enjoy Medical, Dental and Vision coverage with a generous employer contribution, HSA with employer contribution, 401k with employer match, 4 weeks of PTO and 10 paid holidays per year, paid parental and family leave programs. Apply With: • Cover letter, • Resume ZGF Architects is committed to fostering a diverse, inclusive, and welcoming workplace. As an equal opportunity employer, we celebrate the unique qualities and perspectives that each individual brings to our team. We encourage applicants of all backgrounds, experiences, and identities to apply. Regardless of age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law, we are excited to consider qualified candidates. If you're ready to contribute to meaningful work, we invite you to submit your cover letter, resume and work samples online. Powered by JazzHR oIpzShZyex

Job Description Company Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. Job Description Curinos is seeking a Digital Banking Experience and Strategy Director to support growth and development of the Digital business. This is a highly visible, client-facing role requires top-notch presentation and communication skills, strong executive presence, and keen strategic intuition. They will play a leadership role in scoping, implementing, and managing productive client sales and engagements. The Director will also support the General Manager - Digital in creating, designing, and driving new product and methodologies for analyzing existing data sets and building new digital data sets with client participation. They will be hands on in driving key product, data, and insight workstreams which support product development and business growth. Curinos operates in a hybrid/remote model, and this position is fully remote in the United States or hybrid in the Greater New York, Boston or Chicago metropolitan Responsibilities • Fully engage, coordinate, and manage senior client relationships and engagements from a digital team communication and delivery point of view, working in conjunction with sales, client success, and analyst colleagues, • Build impactful client relationships by engaging in the sales and proposal cycle, along with delivering key senior level presentations, • Translate and deliver impactful and actionable insights based on data-driven methodology, • Be a senior subject matter expert for Digital products and servicing solutions to support product and business development, acting as a trusted advisor for clients, • Structure and build key artifacts for proposals (e.g., pitch work, sales content) and GTM efforts along with product development initiatives, • Gain understanding of clients’ strategic and tactical business problems to drive product development and build business cases to reflect market and client needs, • Gain client buy-in and participation for new growth products, • Engage with multiple internal and client stakeholders to advance their knowledge of our digital products for cross and upsell, • Collaborate with multiple internal stakeholders (product, UX, data, etc.) to drive product development and build, • Effectively manage and mentor analyst team on a day-to-day basis. Base Salary Range: $130,000-$140,000 (plus Bonus) Desired Skills & Expertise • 5+ years of experience in Retail Banking, Strategy Consulting, Financial Services, and/or Business Intelligence, User / Market Research (experience in Digital Banking preferred), • Bachelor’s Degree required, • Proven track record of client management and direct client interaction, • Strong understanding of user experience, banking apps, digital transformation, and SaaS platforms preferred, • Strong storytelling, data visualization, and presentation skills, • Hands-on experience in investigating quantitative data to produce analysis and insights, • Eye for detail and design with hands-on experience to translate stories into effective presentations and documentation tailored to specific audiences, • Commercial knowledge and numeracy, with strong working knowledge of financial and investment projections being an added bonus, • Experience managing and mentoring team members, • Agility to move between strategic thinking and detailed implementation, • Highly organized, applying workflow and organizational tools for communication and documentation, • Bonus points: Experience with Excel, SQL, R or Python and statistical analysis packages, • Ability to travel as needed for client meetings; can range depending on engagement but will most likely be ~10% Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Unlimited PTO policy, floating holidays, volunteering days and a day off for your birthday, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description Wilson Elser is a leading defense litigation law firm with more than 1400 attorneys in 46 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. Wilson Elser, an AmLaw 100 law firm, seeks a part-time Proposal & Research Specialist to support the firm's Business Development and Marketing Department with writing, research, and content development. This role is ideal for a professional who enjoys digging into complex topics and crafting compelling narratives that support client development and competitive pursuits. You will work closely with firm attorneys and other Business Development team members to develop proposal documents, custom brochures, and other client-facing materials that highlight the firm's strengths and successes. This is a remote position with flexible hours The Position This is a remote position with flexible hours, offering an opportunity for experienced professionals to apply their skills in a part-time capacity. Candidates should be adaptable, with the ability to multitask on a routine basis. Writing, editing, and research skills are vital, as is the ability to work collaboratively in a team-oriented environment. A background in marketing, law, journalism, or communications, and familiarity with legal research tools such as LexisNexis, are strongly preferred. Key Responsibilities: • Prepare responses to client Requests for Proposals/Requests for Information (RFP, RFI, RFQ), including developing custom written content and sourcing existing content., • Research clients, industries, competitors, and casework using internal resources, legal tools (Lexis, Bloomberg Law, etc.), and public sources to support proposal strategy., • Collaborate with attorneys to identify and summarize their prior casework, as well as develop professional proposals, brochures, and related client materials., • Craft custom cover letters, executive summaries, and capabilities statements on a proposal-by-proposal basis and update stock marketing materials., • Coordinate with Business Development and Marketing team members and other firm departments as needed to prepare responses., • Uphold the firm's brand standards to ensure a strong brand presence for all marketing deliverables., • Maintain the department's project tracker and content and representative matter libraries., • Bachelor's degree in marketing, journalism, mass communications or related field., • Experience in a marketing, proposal writing, or research-focused role, preferably in a law firm or professional services environment., • Excellent writing, editing, and research skills., • Proven ability to manage deadlines and work independently., • Strong communication skills and professional demeanor., • Capable of effectively reviewing and proofreading various documents., • High attention to detail and organizational skills., • Background in legal research, journalism, or proposal writing., • Comfortable working with attorneys and interpreting legal materials., • Able to prioritize and adapt when working on multiple projects with different timelines., • Familiar with CRM and legal research tools., • Benefits: Outstanding benefits package, including 401k match and generous PTO plan, • Career Growth: Ample opportunities for professional development and advancement

Job DescriptionThe Role We’re looking for an Associate Director of Business Development who operates like a founder, thinks like a consultant, and sells like a closer. This isn’t a role where you push decks and hope for callbacks. You’ll be the tip of the spear—identifying high-value growth opportunities, architecting custom solutions across AI powered media, creative, and analytics and earning long-term partnerships with C-suite decision-makers. You are a face of the company, our brand, and our work. What You’ll Build & Own • Run the full deal cycle from sourcing and qualification through pitch, proposal, negotiation, and close—with C-suite buyers (CMOs, CFOs, Chief Growth Officers), not just marketing managers., • Architect growth solutions that fuse paid media, AI-powered optimization (Kanopy AI), creative strategy, and emerging platforms like Reddit and GEO into integrated proposals that solve real business problems., • Sell outcomes, not line items. Every proposal you craft will include clear revenue roadmaps, KPIs, and measurable milestones—because we don’t sell impressions, we sell growth., • Balance velocity with value—managing quick-turn project pitches alongside longer-lead, higher-ACV partnership opportunities across our core verticals: B2B Technology & SaaS, Media & Entertainment, and Ecommerce., • Collaborate with specialist operators across media, data science, creative, and AI engineering to build solutions that are consultative, differentiated, and built to last., • Shape our market position by contributing to thought leadership, conference presence, and industry conversations that establish Direct Agents as the go-to growth partner for ambitious brands.Who You Are, • 5–7+ years in digital media business development, strategic sales, or client growth leadership—ideally within an agency, consultancy, or high-growth tech environment., • A proven closer with a track record of winning six- and seven-figure engagements in paid media, performance marketing, or integrated digital solutions., • Deep fluency in the modern growth stack: paid social, SEM, programmatic, retail media, CTV, influencer, creative versioning, and AI-driven optimization., • A consultative operator who can diagnose a client’s growth challenge, translate it into a strategic framework, and own the room in a pitch—not just present slides, but build conviction., • Entrepreneurial and self-directed—you don’t wait to be told what to do. You identify whitespace, collaborate and build the plan, and execute. We operate at the intersection of technology, media, and strategy—where AI meets human expertise to produce outcomes that neither can achieve alone. Our client roster includes brands like Tennis Channel, Marvel, NYSE, Morgan Stanley, Prologis, and DistroKid. What Sets Us Apart Direct Agents isn’t for everyone—and that’s by design. We’re building something different. • Proprietary AI That Actually Works: Kanopy AI is our custom-built intelligence platform—real-time campaign optimization, media mix modeling, natural language analytics, and algorithm enrichment that gives our clients (and our sellers) a genuine edge. This isn’t a buzzword; it’s operational., • Exclusive Platform Access: Direct partnerships across Google AI Search, Meta, TikTok, Amazon, Freewheel, Teads, Stackadapt and best in class tech and media partners., • An Elite, Not Bloated, Team: 100+ operators who move fast, think deeply, and ship work that matters. No layers of bureaucracy. Direct access to senior leadership and the executives building the strategy., • AI Integration Across Everything: Claude, ChatGPT, and proprietary AI tools are embedded in our workflows—from data analysis and creative versioning to strategic planning and client intelligence., • 7x Crain’s Best Places to Work: A people-first culture with a 12-month average time to promotion, a 4-day workweek, and genuine investment in career development., • Certified Minority-Owned Business: 48% BIPOC representation across the agency, 60% female representation—a team that reflects the diverse markets we serve., • Compensation & Benefits, • Competitive salary of $130,000 - $150,000 depending on experience, plus performance-based bonus structure, • Regular performance reviews with quarterly growth path check-ins, • Comprehensive health, dental, vision, and mental health benefits (One Medical, Talkspace, KindBody, Health Advocate), • 15–24 days PTO/year depending on seniority, plus birthday off, 7 sick/safe days, and up to 12 weeks paid parental leave, • New MacBook Pro and access to cutting-edge AI tools across the agency, • Sun-drenched penthouse Acceleration Hub on 5th Avenue in Flatiron—with commuter benefits and Citibike membership Please be aware of fraudulent recruiters and scams. If you move forward in our recruitment process, you will only be contacted by the Direct Agents HR team. Questions? Email Powered by JazzHR ettXm2LyUA

Job DescriptionMatrix New World Engineering, a part of True Environmental and its partner firms, have united their strengths to establish the nation's premier environmental and engineering services consulting firm. This powerhouse organization offers an extensive range of services aimed at revolutionizing the built environment and preserving the natural one. Its diverse expertise encompasses environmental remediation, urban planning, engineering iconic coastal and marine structures, developing sustainable energy sources, and pioneering resource extraction methods. Explore further at and True-Environmental.com to discover the full scope of our capabilities. We are seeking an experienced Senior CAD Technician/Specialist to support our Land Survey group in preparing high-quality survey deliverables for New York City and State agency projects. The ideal candidate will have a strong background in AutoCAD Civil 3D, and or MicroStation, solid understanding of survey workflows, and hands-on experience working on projects for MTA, DDC, DEP, DOT, Parks, and other public agencies. Pay is starting at $25/hr + based on experience.What you'll do • Draft and produce survey drawings including topographic, boundary, ALTA/NSPS, right-of-way, and utility surveys in compliance with agency standards., • Process field data and generate accurate base maps and digital terrain models (DTMs)., • Ensure CAD deliverables meet NYC agency CAD standards, coordinate systems, and layer naming conventions., • Collaborate with field crews, project managers, and engineers to maintain data consistency and resolve discrepancies., • Prepare record maps, easement maps, as-built drawings, and legal description exhibits., • Organize and manage CAD files and survey data efficiently across multiple projects., • Support proposal and QA/QC efforts by maintaining documentation and CAD templates.Minimum Qualifications, • 3+ years of CAD drafting experience in land surveying or civil design., • Proficiency in AutoCAD Civil 3D (required); familiarity with MicroStation., • Demonstrated experience with New York City and State agency projects (MTA, DDC, DEP, DOT, Parks, etc.)., • Strong understanding of survey data processing, coordinate systems, and geospatial references., • This role will require the successful completion of fit for work testing which includes Drug & Alcohol testingPreferred Qualification, • Excellent attention to detail, communication, and organizational skills., • Ability to work independently while coordinating with multi-disciplinary teams., • Associate degree or higher in Surveying, Civil Technology, or related field preferred.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Job DescriptionMatrix New World Engineering, a part of True Environmental and its partner firms, have united their strengths to establish the nation's premier environmental and engineering services consulting firm. This powerhouse organization offers an extensive range of services aimed at revolutionizing the built environment and preserving the natural one. Its diverse expertise encompasses environmental remediation, urban planning, engineering iconic coastal and marine structures, developing sustainable energy sources, and pioneering resource extraction methods. Explore further at and True-Environmental.com to discover the full scope of our capabilities. We are seeking an experienced Senior CAD Technician/Specialist to support our Land Survey group in preparing high-quality survey deliverables for New York City and State agency projects. The ideal candidate will have a strong background in AutoCAD Civil 3D, and or MicroStation, solid understanding of survey workflows, and hands-on experience working on projects for MTA, DDC, DEP, DOT, Parks, and other public agencies.What you'll do • Draft and produce survey drawings including topographic, boundary, ALTA/NSPS, right-of-way, and utility surveys in compliance with agency standards., • Process field data and generate accurate base maps and digital terrain models (DTMs)., • Ensure CAD deliverables meet NYC agency CAD standards, coordinate systems, and layer naming conventions., • Collaborate with field crews, project managers, and engineers to maintain data consistency and resolve discrepancies., • Prepare record maps, easement maps, as-built drawings, and legal description exhibits., • Organize and manage CAD files and survey data efficiently across multiple projects., • Support proposal and QA/QC efforts by maintaining documentation and CAD templates.Minimum Qualifications, • 5+ years of CAD drafting experience in land surveying or civil design., • Proficiency in AutoCAD Civil 3D (required); familiarity with MicroStation., • Demonstrated experience with New York City and State agency projects (MTA, DDC, DEP, DOT, Parks, etc.)., • Strong understanding of survey data processing, coordinate systems, and geospatial references., • This role will require the successful completion of fit for work testing which includes Drug & Alcohol testingPreferred Qualification, • Excellent attention to detail, communication, and organizational skills., • Ability to work independently while coordinating with multi-disciplinary teams., • Associate degree or higher in Surveying, Civil Technology, or related field preferred.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

As our Sales Proposal Specialist, you will play a key role in helping Profound win enterprise deals by managing the proposal process from end to end. Partner cross-functionally with Sales, Legal, Security, and Product teams to ensure proposals are accurate, compliant, and persuasive.

Job DescriptionWho we are The real world is the next frontier, and at Metropolis, we are creating the artificial intelligence to make it responsive. We are pioneering the Recognition Economy — a future where mundane repetition disappears and being known unlocks access, comfort and belonging everywhere you go. From transforming parking into a seamless drive-in, drive-out experience for millions of Members to expanding our intelligence layer across retail and hospitality, we are building a world that feels instinctive and magical. The future isn't coming; it's here, and we need builders, innovators and problem solvers to help us create it. Who you are Metropolis is seeking a RFP Specialist to join our Revenue Operations team. You will be the primary engine behind our proposal process, ensuring that every Request for Proposal (RFP) and Request for Information (RFI) we submit is clear, accurate, and competitive. You are a detail-oriented professional with strong writing skills and the ability to translate technical AI concepts into clear business proposals. You work effectively under tight deadlines and are comfortable developing operational processes to scale the RFP function at Metropolis. What you'll do • Lead the creation of RFP responses that highlight the value of Metropolis's Recognition Platform across hospitality, real estate, and beyond, ensuring every document is thorough, accurate, and positioned for success, • Proactively collaborate with stakeholders across Product, Legal, and Marketing to stay ahead of the curve on new products and initiatives, • Develop sample RFPs for new product launches while ensuring existing content remains accurate and competitive, • Respond to quarterly service requests and ad-hoc inquiries with the clarity that showcases the Metropolis experience, • Ensure Metropolis products and services are accurately represented in external databases through meticulous monthly and quarterly updates, • Take ownership of the RFP response database while continuously improving proposal tools and systems to enhance data quality as we scale, • Participate in high-impact projects designed to improve the efficiency of the RFP team and the broader organizationWhat we're looking for, • 5+ years of professional experience in proposal writing, sales operations, or business development, • Strong writing and editing skills with the ability to translate technical AI concepts into persuasive and easy-to-understand narratives, • Proven ability to navigate complex organizations and source information from various subject matter experts, including technical partners, • A self-starter who can manage multiple conflicting deadlines in a demanding, high-growth environment, • Comfort working with RFP automation software and CRM tools, • High level of attention to detail and a commitment to accuracy in data reportingWhile not required, these are a plus:, • Experience in the real estate, mobility, or AI/Computer Vision industries, • Familiarity with Letter.AI, GovSpend, or similar proposal management platforms Metropolis may utilize an automated employment decision tool (AEDT) to assess or evaluate your candidacy for employment or promotion. AEDTs are used to assist in assessing a candidate's application relative to the required job qualifications and responsibilities listed in the job posting. As part of this process, Metropolis retains data relevant to your candidacy, including personal information, for a period that is reasonably necessary for the use of the tool. If you are hired for the position, your data may become part of your employee records. Metropolis Technologies is an equal opportunity employer. We make all hiring decisions based on merit, qualifications, and business needs, without regard to race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Job Description About Ping Identity: At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it. Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear. While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work. We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management. Reporting to the Regional Sales Director, the Account Executive is a field-based position with ownership of an assigned territory focused on net new logo and upsell opportunities. You will have the ability to utilize a robust internal resource model, a broad tech stack, and a global partner directory to position yourself for future success. You will: • Create, implement, measure and review a personal plan that drives achievement of performance goals aligned to the regional sales strategy., • Position and articulate our value proposition to customers to maximize the business opportunity., • Negotiate and close complex contracts with the support of global partners., • Report on sales activity and forecasts to senior management., • Prepare indicative subscription pricing and customer offers, including reviewing broader opportunities such as training and professional services modules, and guides request for proposal responses., • Provides customer feedback to marketing, customer success, product management, and engineering teams., • Significant quota-carrying experience selling enterprise software solutions., • Results-oriented with multiple years meeting or exceeding quota within the market., • Sustainable record of signing strategic and large projects, with long and complex sales cycles., • Established sector-related C level contacts., • Successful record dealing with strategic buyers., • Deep knowledge of the relevant key drivers of change in the industry., • Background working with regional/national/global partners and system integrators. Life at Ping: We believe in and facilitate a flexible, collaborative work environment. We're growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that's who we want to succeed with every day. Here are just a few of the things that make Ping special: • A company culture that empowers you to do your best work., • Employee Resource Groups that create a sense of belonging for everyone., • Regular company and team bonding events., • Competitive benefits and perks., • Generous PTO & Holiday Schedule, • Parental Leave, • Progressive Healthcare Options, • Retirement Programs, • Opportunity for Education Reimbursement We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Under the direction of the Senior Pitch and Proposal Manager and in close coordination with the Director of Client Intelligence, the Pitch and Proposal Specialist (Specialist) supports the firm's business development and growth initiatives by contributing to the development of timely, high-quality a

Job DescriptionDescription: About the Role DGA is seeking a motivated Fire Systems Sales Specialist with combined Inside Sales / Business Development Representative (BDR) responsibilities. This role is both customer-facing and technically oriented, requiring the ability to generate new opportunities with electrical and general contractors while accurately estimating parts and labor for fire alarm installations. Experience with Edwards (EST) or other major fire alarm manufacturers is strongly preferred. A strong working knowledge of FDNY regulations, NYC DOB requirements, and NFPA 72 is essential. Key Responsibilities Business Development & Inside Sales • Identify and develop new opportunities with ECs and GCs through outbound calls, emails, and networking., • Manage incoming bid requests (ITBs/RFPs), maintain bid calendars, and ensure timely responses., • Build strong relationships with contractor estimators and project managers to secure bid invitations., • Prepare scope letters, manage RFIs, and track addenda., • Perform detailed takeoffs from drawings and specifications (Division 28)., • Develop Bills of Materials (BOM), device counts, riser diagrams, and battery calculations., • Estimate equipment, labor, permits, programming, testing, and project management costs., • Prepare competitive proposals with alternates, value-engineering options, and clarifications., • Ensure all designs and estimates comply with FDNY, NYC DOB, NFPA 72, and local AHJ requirements., • Collaborate with engineering and operations teams for seamless project handoff after award., • Support change orders and re-pricing for scope revisions. Requirements: Required • 3+ years of experience in fire alarm estimating and/or inside sales., • Ability to read plans and specifications and produce accurate parts and labor estimates., • Strong understanding of FDNY approval processes, NFPA 72, and NYC construction standards., • Proficiency with estimating tools (Bluebeam, PlanSwift, Accubid) and CRM systems., • Experience with Edwards (EST) and other system manufacturers (Notifier, Siemens, Gamewell-FCI, Honeywell, etc.)., • NICET II or higher in Fire Alarm Systems (or actively pursuing)., • Familiarity with design-build and retrofit projects in NYC high-rise, healthcare, and commercial sectors. What's In It for You • Compensation: Base salary, uncapped commission structure, and bonus., • First year OTE: $150,000 - $185,000 with a base of $125,000., • Entrepreneurial work environment where you can make a true impact on our company with high-visibility., • Company provided Phone and laptop., • Comprehensive Insurance Coverage., • 401(k) Retirement Savings Plan & Employer Match., • Company Paid Life Insurance., • Access to Corporate Discounts. DGA Security is focused on fostering a healthy work/life balance. Most importantly you will have the chance to surround yourself with teammates that are nationally recognized within the Security Industry. DGA employees work together to help ensure the highest level of service for our defined clientele. Why DGA? We are the "Smart Security Company". For over 50 years, DGA has been the trusted security provider for iconic brands, luxury businesses, and high-risk industries nationwide. We don’t just sell security systems, we provide customized, high-tech solutions to protect what matters most. Our unparalleled full suite of Fire Systems Solutions includes: • Design & Installation, • Testing & Inspection, • 24/7 UL Listed, FDNY-approved monitoring centers DGA is an Equal Opportunity Employer. Here, we believe that embracing innovation is not just a core value, but a responsibility. We are committed to building an inclusive and diverse workplace where everyone, regardless of race, gender, age, disability, sexual orientation, religion, or any other characteristic, feels valued and supported. We provide equal opportunities to all applicants and employees and strive to foster a culture where differences are celebrated, and everyone's voice is heard. Your unique perspectives and experiences are what drive us forward.

Job Description Vertical Relevance is looking for a Senior Project Manager with ServiceNow with Financial Services experience, ITSM / CSM, GRC to join our team Full-time and work hybrid in New York area. This person is responsible for the end-to-end planning, building, and deploying software systems. As a Senior Project Manager with ServiceNow Financial Services experience, ITSM / CSM, GRC, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience, and organizational skills needed to drive customer success. Senior Project Manager with a strong background in engagement management to lead and oversee ServiceNow implementation projects within the financial services sector. The successful candidate will bring a combination of in-depth project management skills, hands-on experience with the ServiceNow platform, and the ability to effective lineage with stakeholders to drive project success. ServiceNow experience is essential, and ServiceNow certifications are highly valued. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning, and taking ownership of our customers’ experience. Are you ready to join the team? Responsibilities: • Proven experience in Project Management, engagement management, client communication, and Project Leadership: Lead ServiceNow implementation projects from initiation through delivery, ensuring alignment with business goals and timelines. ·, • Engagement Management: Build and maintain strong relationships with key stakeholders, including client executives and project sponsors, within the financial -ServiceNow, • Strong understanding of ServiceNow modules such as ITSM, ITOM, ITBM, HRSD, CSM, GRC, or SecOps., • Understanding of ServiceNow Creator Workflow, Employee Workflow, HR, Legal, Talent and stakeholder management. ·, • Strong ServiceNow platform expertise; ServiceNow certifications (e.g., Certified Implementation Specialist, Project Portfolio Management) are highly advantageous. ·, • Familiarity with financial services industry compliance and regulatory standards., • PMP or Agile certification is a plus. ·, • Demonstrated ability to lead cross-functional teams, manage multiple projects simultaneously, and navigate complex client environments., • Excellent communication, problem-solving, and organizational skillsQualifications:, • Experience: 8+ years of project management experience, with at least 5 years focused on ServiceNow platform in a pre-sales or delivery capacity, implementations in a financial services environment., • Proven experience in delivering successful ServiceNow implementations across Financial Services, Telecom, and HCLS industries., • Strong understanding of ServiceNow modules such as ITSM, ITOM, ITBM, HRSD, CSM, GRC, or SecOps., • Understanding of ServiceNow Industry and Custom Workflows., • Demonstrated experience leading pre-sales activities, including solution design, architecture, and proposal development. ·, • Strong client management skills with the ability to communicate complex technical concepts to non-technical stakeholders. ·, • Proven ability to lead and manage large, cross-functional project teams., • ServiceNow Certified System services industry to ensure clear communication and alignment of project objectives., • Strategic Planning: Define project scope, goals, and deliverables in collaboration with internal teams and clients, including the creation and management of detailed project plans, schedules, and budgets., • Risk and Issue Management: Identify, assess, and mitigate risks throughout the project lifecycle; proactively manage and resolve issues as they arise., • Resource Allocation: Manage project resources, including cross-functional team members and third-party vendors, to ensure project milestones are met., • ServiceNow Expertise: Provide technical guidance and strategic insights on ServiceNow capabilities, aligning ServiceNow solutions with industry best practices and regulatory requirements in the financial services domain., • Performance Tracking: Monitor project performance, report on progress to stakeholders, and adjust plans as needed to meet deadlines and quality standards., • Compliance and Quality Assurance: Ensure all project activities adhere to compliance standards specific to financial Industry and Custom Workflows., • Administrator (CSA) and ServiceNow Certified Implementation Specialist (CIS) certifications. (CSA certified or CSA trained, and voucher obtained)., • Completed the PM development journey., • Obtained ServiceNow Professional Technical Manager Badge Preferred Qualifications:, • Experience with Agile or Scrum methodologies., • Experience with cloud technologies and IT transformation programs., • Deep industry expertise in financial services, telecom, or healthcare & life sciences., • Soft Skills: Strong leadership, communication, and interpersonal skills., • Ability to manage competing priorities and work in a fast-paced environment., • A strategic thinker with the ability to foster long-term client relationships. Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years' experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Powered by JazzHR Pwq8UUC6RZ

Job DescriptionSalary: 110,000-125,000 Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing highquality advisory services to clients. Working closely with an NMIS Financial Advisor and the Home Office, you will help prospect, prepare, maintain, and service Signature Portfolio advisory accounts. AFAs are trusted contributors who must be licensed, qualified, and accountable particularly because they support work that directly impacts client relationships and regulatory compliance. Your Day in the Life Support • Manage case notes, client correspondence, and client case files; file performance reports, account forms, and other advisory documentation., • Maintain the financial representatives calendar, schedule client appointments, and attend followups as needed., • Respond to home office account inquiries and coordinate with internal teams., • Maintain annual review notes in Envestnet and prepare/mail annual review letters to clients., • Monitor and stock marketing and Signature Portfolio program materials., • Track industry trends and research to support advisor recommendations., • Prospect for potential advisory clients on behalf of the employing financial advisor., • Gather and prepare information for advisor meetings with clients and prospects., • Prepare advisory annual review materials and planning analyses., • Draft and modify investment/advisory proposals, letters of instruction, investment policy statements, needsbased analyses, and financial plans., • Prepare and process all paperwork required to open and maintain investment/advisory accounts., • Monitor funding and asset transfers to ensure the selected asset allocation is implemented., • Identify when switch letters are required and mail appropriate forms to clients., • Discuss potential rollover opportunities from other retirement plans for variable and mutual funds and coordinate next steps., • Receive and forward checks and related paperwork to Investment Operations., • Process proposal amendments and monitor Envestnet for alerts and upcoming annual reviews., • Participate in factfinding meetings and conduct existing advisory client reviews., • Complete risk tolerance (personal profile) questionnaires with clients., • Recommend and modify proposals and advisory accounts based on client reviews., • Correspond with clients to resolve advisoryrelated service issues and provide technical explanations of investment plans., • Contact clients on behalf of the financial advisor to develop advisory plans and explain advisory products or performance., • Accept redemptions/withdrawals and communicate client instructions to the home office., • Discuss tax consequences, costs, and advisory fees with clients as appropriate., • Maintain a daily tickler system for followups and service requirements., • Support onboarding and ongoing training requirements for advisory programs., • Help prepare and deliver marketing materials and presentations when needed., • Maintain strict confidentiality and professional conduct at all times., • Associate Financial Advisor contract required., • Series 6 (or Series 7 for certain products) and Series 63 required., • Health and Life license required or must be obtained within six months of employment., • Must hold one of the following insurance designations: CLU, ChFC, CLTC, or CFP., • One to two years of securities experience required; industry experience with investment advice preferred., • Completion of home office Signature advisory training required., • Financial services or insurance industry experience preferred., • Proficiency with Microsoft Office applications and data entry/information retrieval software., • Excellent oral and written communication skills, active listening, and the ability to explain complex ideas clearly., • Strong attention to detail and ability to deliver work with a high degree of accuracy., • Ability to manage multiple projects and assignments in a timely and organized manner., • Demonstrated ability to build and maintain effective client relationships., • Ability to work independently and collaboratively as part of a team.