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Job Description Virtual Client Representative HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Remote Sales Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Remote Insurance Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Remote Sales Enrollment Specialist HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Business Intelligence App Developer My name is Bill Stevens, and I have a new full-time Business Intelligence App Developer opportunity available for a major firm in Greenwich, Connecticut that could be of interest to you, please review my specification below and I am available at any time to speak with you so please feel free to call me. The work week schedule will be hybrid, three days a week in the office and two days remote. The ideal candidate should also possess a green card or be of citizenship. No Visa entanglements and no H1-B holding company submittals. This position will be paying a competitive fulltime salary in the range of $110,000 - $115,000 plus a comprehensive benefits package. Responsibilities: Develop technical business intelligence and reporting solutions to meet business needs. Provide design for the development of cost-effective Business Intelligence (BI) solutions in a large-scale cloud data warehouse environment. Contribute to solution architecture by approving data architecture to be consumed by MicroStrategy. Transform business requirements into sustainable BI solutions through the construction of MicroStrategy architecture, schema, cubes, reports and dashboards. Work closely with Analysts, Architects, Leaders, and Business Users to understand requirements, design reporting solutions, develop code, support user testing and implement functionality to achieve business goals. Provide post implementation support and resolve any issues in a production environment to ensure quick resolutions and return to normalcy of the products. Maintain solid understanding of the business environment, strong analytical and technical skills, and very good communication skills to report findings and solution details in a clear, structured manner. Leverage combination of strong technical knowledge with analytical and problem-solving skills to be able to deliver high quality solutions. Provide support and mentoring through example (e.g. code reviews, feature demos, technical challenges) to help ensure team members solve problems, increase in skillset, and achieve their development goals. Participate in workstream/project planning to and accurately project scope and complexity and provide reliable estimates for level of effort including work from external stakeholders and horizontal teams. Recommend standards, policies and procedures for the data model, reports, and attributes of the BI tools, systems and ensure data governance standards are applied consistently across all solutions. Qualifications: Nine years of experience utilizing MicroStrategy toolset including MicroStrategy Developer, Web, and Object Manager to deploy reporting solutions. Nine years of experience utilizing business requirements for business intelligence reporting and designing effective data models and dashboards. Nine years of experience utilizing SQL Query for performance tuning of dossiers, documents, and cubes for quick access to information through efficient SQL generation, utilizing VLDB (Very Large Data Base) settings or caching strategy. Nine years of experience writing SQL scripts against the data warehouse to support analysis, discovery, and testing of reports. Nine years of experience delivering solutions within a Business Intelligence or Information Technology Environment. Four years of experience with massively parallel processing (MPP) Cloud databases including Teradata, Exadata, Snowflake or Redshift. The interview process will include an initial phone or virtual interview screening. Please let me know your interest in this position, availability to interview and start for this position along with a copy of your recent resume or please feel free to call me at any time with any questions. Regards Bill Stevens Senior Technical Recruiter PRI Technology, Denville, New Jersey 07834 973 – 732 – 5454 x21 973 – 354 - 2799

Job Description The Crohn’s & Colitis Foundation is a non-profit, volunteer-fueled organization whose mission is to cure Crohn’s disease and ulcerative colitis and improve the quality of life for the children and adults affected by these diseases. Our work is dramatically accelerating the research process through our varied research initiatives; we also provide extensive educational and support resources for patients and their families, medical professionals, and the public. In addition, we lead federal and state-based advocacy campaigns to support medical research funding and improve patient access to care. The Foundation’s core values of compassion, integrity, leadership, collaboration, and inclusion inspire and drive every member of our highly performing team. Position Summary: Manager, Fundraising Campaigns & Volunteer Engagement (Take Steps/SE) works in partnership with Foundation leaders, community volunteers and committees to drive growth and success in the Take Steps and Special Event (Mission Possible) fundraising campaigns. This individual will identify, recruit, train, and partner with leadership volunteers to harness their passion and skills and to help maximize their engagement in order to advance the mission of the Foundation. The Manager travels throughout the designated market area to meet with constituents and serves as a key leader for the Foundation with volunteers and supporters. The Manager will help to identify and cultivate partnerships and alliances that will promote growth and awareness in the IBD community. This role is hybrid: 2 days/week in the Purchase, NY office and 3 days/week remote. Essential Functions & Responsibilities: Fundraising Strategy & Campaign Management • Develop and execute comprehensive annual fundraising plans for the Take Steps and Mission Possible fundraising campaigns to achieve and exceed revenue, participation, sponsorship, and volunteer engagement goals., • Build, cultivate, solicit, and steward meaningful relationships with patients, caregivers, donors, corporate sponsors, healthcare partners, and community organizations to inspire philanthropic support and long-term engagement., • Identify, recruit, and grow corporate sponsorships and community partnerships that increase financial support, visibility, and awareness of the Foundation's mission., • Develop annual campaign work plans, including marketing strategies, budgets, timelines, logistics, and project management to ensure successful campaign execution., • Monitor fundraising performance and key campaign metrics, analyze results, and implement strategic adjustments to maximize revenue growth and participant engagement., • Deliver exceptional stewardship through timely, personalized communication and outstanding customer service to donors, participants, volunteers, sponsors, and community partners throughout the year., • Inspire supporters by communicating the Foundation's mission, research initiatives, patient education programs, advocacy efforts, and impact in meaningful and compelling ways., • Plan, coordinate, and execute high-quality fundraising events that provide an exceptional experience for participants, sponsors, volunteers, and guests while ensuring operational excellence., • Maintain an active pipeline of prospective sponsors, donors, participants, volunteers, and community partners to support long-term campaign growth and sustainability., • Collaborate with local chapter staff, national departments, healthcare professionals, volunteers, and community leaders to achieve strategic fundraising objectives., • Utilize donor databases and fundraising technology to maintain accurate constituent records, track fundraising activity, monitor campaign progress, generate reports, and ensure data integrity., • Manage campaign budgets responsibly and monitor expenses to maximize return on investment and ensure effective stewardship of Foundation resources., • Stay informed on fundraising best practices, nonprofit trends, and peer-to-peer fundraising strategies to identify opportunities for innovation and continuous improvement., • Perform other duties as assigned. Volunteer Leadership & Engagement • Recruit, engage, develop, and steward volunteers, committee members, and volunteer leaders to strengthen the Foundation's fundraising campaigns and advance its mission., • Build a compelling vision for campaign growth and collaborate with volunteer leaders, committee members, and staff to achieve fundraising and engagement goals., • Identify, cultivate, and mentor leadership volunteers, preparing them for increased responsibility and future leadership roles within the Foundation., • Partner with committee leadership to establish annual goals, meeting agendas, strategic priorities, and action plans that drive campaign growth and organizational success., • Foster a culture of collaboration, accountability, and recognition by building strong, meaningful relationships with volunteers and providing ongoing support, training, and appreciation., • Recruit and engage new volunteers from the patient, caregiver, healthcare, and corporate communities to expand the Foundation's volunteer network and increase mission awareness., • Serve as the primary staff liaison for campaign committees, providing leadership, guidance, resources, and best practices to ensure successful volunteer engagement and campaign execution., • Represent the Foundation throughout the community by building relationships, increasing awareness, and communicating the organization's mission, programs, and impact., • Collaborate with local and national staff to identify volunteer engagement opportunities and implement best practices that strengthen volunteer recruitment, retention, and leadership development., • Recognize and celebrate volunteer contributions through meaningful stewardship initiatives that promote long-term engagement and continued support., • Perform other duties as assigned. Qualifications: • Bachelor's degree preferred., • 2-4 years of progressively responsible experience in nonprofit fundraising, peer-to-peer fundraising, special events, corporate partnerships, volunteer engagement, or a related field., • Demonstrated success in meeting or exceeding fundraising, sponsorship, or volunteer engagement goals., • Experience using CRM/database systems such as Blackbaud Luminate, Raiser's Edge, Salesforce, or similar donor management software preferred., • Strong relationship-building skills with the ability to cultivate and steward donors, sponsors, volunteers, and community partners., • Excellent written, verbal, presentation, and interpersonal communication skills., • Strong organizational, project management, budgeting, and time management skills with the ability to manage multiple priorities and meet deadlines., • Ability to think strategically, solve problems creatively, and adapt to changing priorities., • Proven ability to work effectively in a collaborative, matrixed organization while building productive relationships with staff, volunteers, corporate partners, healthcare professionals, and community stakeholders., • Self-motivated, resourceful, and able to work independently with minimal supervision., • Demonstrated attention to detail, accuracy, and follow-through., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual collaboration platforms., • Ability to work a flexible schedule, including occasional evenings and weekends, to support meetings and fundraising events., • Ability to travel locally throughout the Connecticut/Westchester market area up to 25%., • Passion for the Foundation's mission and a commitment to improving the lives of individuals and families affected by Crohn's disease and ulcerative colitis.

Job Description About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As we continue to expand and transform the primary care experience, we're looking for a Shift Lead (internally called Practice Coordinator) to join us in White Plains, NY on our journey to make it drastically easier for customers to find, choose, afford, and engage with the services, products, and professionals they need to get and stay healthy! As a Practice Coordinator at One Medical in Mamaroneck, NY, you will be the onsite lead and support your practice team members in delivering the highest quality and best experience to our patients. You will be responsible for championing best practices with our patients and team members to ensure the practice runs smoothly with a focus on operational excellence, active daily management, scheduling, inventory management, and facilities management. The Practice Coordinator is the subject matter expert on workflows and processes and serves as the practice team's main point of contact for daily clinical operational oversight. You will motivate, support, and under direction of your Operations Manager, provide direction, and coach your teammates to ensure consistent high performance of the practice and support your team through change and growth. You are proficient in the art of customer-service, support roles, administrative work, and motivating a team or peers, especially through times of change. You are skilled in nuanced patient communication with an emphasis on consistent high quality patient-centered experiences, and foster open communication with team members. You are currently looking for your next opportunity to support and lead a team at an organization that is transforming healthcare. If this sounds like you, we would love to connect. What you'll likely work on: • Ensure operational readiness of the practice through regular team check ins, review of staffing, monitoring of task queues, adherence to standard work, and conducting end of month practice operations such as publishing shift schedules for both administrative and clinical team members, • Provide team support and leadership through training, coaching, and mentoring of team members and team recognition, • Drive performance improvement though active daily management, including office huddle facilitation and monitoring performance metrics, • Perform inventory management including ordering and receiving supplies, expiration tracking, waste minimization, and completing counts, • Support the financial health of the practice through office budget review and managing copay and revenue cycle, • Monitor and own Net Promoter Score (NPS) responses and respond to service recovery cases, escalating to the Operations Manager as needed, • In partnership with with Clinical Leadership and the Operations Manager, support quality health outcomes, patient safety, regulatory compliance, and implement improvement initiatives to manage population health, • Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, and strong knowledge of billing and insurance, • All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectation, perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization, and supporting facility, security, and IT requests as encountered, • Clinical duties may include providing best in class venipuncture services on a population ranging from pediatrics to geriatrics, and performing and assisting with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, and vitals What you'll need: • At least 1 year of experience in a supervisory or lead role in high touch customer service or patient facing healthcare, • Proven ability to foster strong, collaborative team-dynamics that ensure a supportive and engaged team culture, • Experience working on collaborative, diverse and feedback-driven multi-disciplinary teams, • Strong written and verbal communication skills, • Successful completion of One Medical clinical training and state required education and/or certifications within first six months of employment (One Medical sponsored), • Relevant experience as a Medical Assistant or Phlebotomist preferred; those without experience are encouraged to apply (training is provided), • Proven track record of leading successful change management and process improvement efforts preferred, • Experience in healthcare, with a solid understanding of billing and insurance, is preferred Physical Demands: Mostly sedentary work duties require exerting up to ten pounds of force occasionally and/or small amounts of force frequently. Sedentary work typically involves sitting most of the time, but may involve walking or standing for brief periods. One Medical is committed to fair and equitable compensation practices The range for this role is $28.00 - $31.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/ This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday-Friday between 7:30am-7:00pm based in-person with our team and patients at our office in White Plains, NY. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today • Paid sabbatical for every five years of service, • Free One Medical memberships for yourself, your friends and family, • Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues, • Competitive Medical, Dental and Vision plans, • Pre-Tax commuter benefits, • PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family • 401K match, • Credit towards emergency childcare, • Company paid maternity and paternity leave, • Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance, • Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive • Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%., • UpToDate Subscription - An evidence-based clinical research tool, • Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education, • Rounds - Providers end patient care one hour early each week to participate in this shared learning experience, • Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.

The Administrative Specialist for the Office of Faculty & Academic Affairs (OFAA) and Faculty Development (FD) provides administrative, operational, and logistical support that ensures the effective day-to-day functioning of the office and its programs. Serving as the primary coordinator for office operations, communications, records management, faculty support activities, and event logistics, the Administrative Specialist contributes to a positive and professional experience for faculty, administrators, institutional partners, and visitors. Working under the supervision of the Senior Director for OFAA-FD and in collaboration with the Associate Dean for Faculty Development and Program Manager, the Administrative Specialist coordinates faculty development initiatives, medical education programming, faculty onboarding activities, communications, faculty data management processes, and School of Medicine-wide recognition and professional development events. The position provides operational and logistical support for Program Manager-led projects and assists with implementation activities by coordinating communications, scheduling, documentation, data collection, and stakeholder engagement efforts. Through exceptional customer service, attention to detail, and effective coordination, the Administrative Specialist supports faculty success, promotes operational excellence, and helps sustain high-quality programs, resources, and services for the School of Medicine and its growing affiliate network. Collaboration and Office Support: • Provides visible front office support; greets and directs visitors; phone and message management., • Responds to routine queries, escalating urgent requests to supervisor., • Collaborates with academic department chairs, faculty and affiliate staff to support timely processing of faculty actions and correspondence., • Provides calendar and meeting management for the OFAA and FD, the Dean for FAA and the Assistant Dean for FD; create agendas, document meeting minutes, processes travel reimbursements and requests., • Develops and maintains a working knowledge of essential documents, policies and procedures related to the SOM faculty and those that govern the operations of the office., • On occasion, serves as backup to Dean's Office staffs., • Attends professional development and training programs pertinent to office and personal skills development. Program Coordination and Event Planning: • Provides central coordination functions and administrative support to programs sponsored by the OFAA and FD; tracks progress and ensures timely completion; programming includes both monthly as well as annual College- and SOM-wide events such as the Dean's Faculty Awards; Dean's New Faculty Welcome; Academy Recognition Events, etc., • Coordinates data collection, survey administration, and logistical support for needs assessments, and program evaluations., • Oversees venue scheduling and related planning details for professional development programs sponsored by the OFAA and FD such as speaker invitations, creation of flyers, advertisement/promotion, participant registration/ attendance and content development., • Manages associated Continuing Medical Education (CME) applications such as for the Academy of Medical Educators; Faculty Mentoring Programs; Annual Teaching and Learning Symposium; Medical Education Grand Rounds, etc. Faculty Data Steward: • In partnership with the Project Manager and others, contributes to the quality improvement and functionality of the office including its SharePoint and other centralized platforms and systems., • Provides data entry and validation within the office's Faculty Data Management Systems (FDMS) (e.g. Banner, Access, etc.) including faculty academic actions such as status changes, appointments, promotions and separations, etc., • Interfaces with faculty and department administrators to ensure faculty information, reports and rosters are accurate. Faculty Onboarding and Communication: • Drafts and distributes correspondence relating to the work of the office such as faculty (re)appointment letters, committee appointments, etc. and contributes to letter template updates and development., • Assists in the development of materials that support an informed community regarding faculty onboarding, website content, resource access, faculty promotion and curriculum vitae, etc., • Contributes to the development of office announcements and newsletters (e.g. Constant Contact), and in collaboration with public relations as appropriate to keep the community informed, showcase resources, etc., • Other duties as requested by the Director and/or Dean, FAA, • Bachelor's degree in business administration, public health, health professions education or related work experience preferred., • Proficiency in Microsoft Office Suite required., • Demonstrated experience with technology supporting virtual meetings with AI enhanced tools (e.g. Zoom, Teams, etc.), • Experience with project and work-management tools such as Planner, etc. preferred., • Adept with Banner Ellucian software product preferred., • Experience with and/or desire to gain skills in Constant Contact, Docusign, Qualtrics, and other evolving software support systems and AI-enabled technology as identified., • Ability to adapt to changing software landscape; willingness to develop additional skills to support personal and team success with such changes and/or learn software tools on-the-job., • Knowledge of performance improvement and project management tools desirable., • Strong written and verbal professional communication skills; ability to interface effectively with SOM and College leadership, clinical site leadership and external accreditation agencies; strong professional/business etiquette., • Minimum of five (5) years working in an academic health center environment or equivalent educational or administrative setting requiring a high level of professional customer service, and the ability to develop and foster strong collaborative relationships., • Growth mindset, flexibility and willingness to learn in a collaborative, purpose-driven, and enthusiastic academic health center team., • Creative and flexible individual who enjoys professional customer service., • Demonstrates sound judgement, discretion, and professionalism in all interactions and communications., • Strives for accuracy, quality, and efficiency in work products., • Ability and/or openness to innovate, problem-solve, think critically and work independently as well as part of a team., • Understands limitations, asks for assistance; responds positively to feedback and provides constructive solutions to identified challenges., • Office-based environment; ability to sit and perform computer-based for the workday; hybrid and flexible schedule available., • The Administrative Assistant works in a collaborative academic environment requiring frequent interaction with faculty, administrators, coordinators, staff, technology teams, and external partners. The role may involve managing multiple tasks flexibility in adapting to evolving institutional strategic growth and priorities. USD $66,300.00/Yr. USD $67,556.00/Yr.

NYPA Business Unit: Innovation Experience: Level 2 (5-10 years) Work Location: White Plains Office Anticipated Start Date: Immediate Duration of Assignment: 12 month(s) Project/Assignment: Transmission 2035 CWP Manager: Christine.Prendergast@nypa.gov Due Date: 07/31/2026 Work Schedule: Monday through Friday. 7.5-hour workday with.5-hour unpaid lunch. Paid for actual time worked; there are no paid vacation or sick days. During NYPA and Canals holidays, the business is closed, and no work is permitted. NYPA requires a hybrid schedule of a minimum of 3 days on-site, up to including fully on-site depending on department requirements. Candidates are REQUIRED to be local to the Tri-State area and in W2 tax status as an hourly paid employee of Service Provider. Fully remote positions are prohibited. Hybrid schedules are permissible with a minimum of 3 days on-site depending on assignment and can be fully on-site depending on business needs. Remote work privileges can be revoked at any time. NYPA does not provide laptops. Instead, NYPA provides desktops and dedicated workstations which candidates will remote into from their personal equipment on virtual days. If candidate does not have proper equipment, internet connection, or he/she is deemed to not work effectively from home, the hybrid privilege will be revoked. Vendors must disclose foreign national status and all Visas at the time of candidate submission. Additionally, a Benefits Waiver and Ethics Disclosure will be required of the candidate during onboarding. NYPA is looking for a Change Management professional with significant experience managing organizational transformation in operations, ideally within the Utility sector. This contract role will report to NYPA's Enterprise Change Management and Engagement team and will support a complex operational transformation. The selected candidate will partner with project leadership and collaborate with core project team members to plan and execute change management and engagement activities as a critical component of the transformation program. The candidate will need to be strategic-thinking and have a problem-solving mindset, along with the ability to establish connections and build trust by fostering relationships. Responsibilities: • Lead Organizational Change and Engagement workstream from requirements definition through deployment by engaging business stakeholders across the organization., • Conduct change impact & benefit assessments, stakeholder interviews, workshops and analyze existing documentation to develop a baseline for the work., • Based on assessment, prioritize areas to engage and develop alignment plans (i.e., document operating model decisions and develop associated change and engagement plans). Create and leverage standardized template for department specific alignment plans., • Socialize and gain buy-in from leadership and other key stakeholders., • Design and deliver fit-for-purpose change management, communications, and training materials (as per alignment plans) including change readiness criteria to inform go live decision., • Track change related items, and report/escalate progress, interdependencies, and flag issues and risks. Required Skills: • Robust experience in project management and change methodologies and skills, with proficiency in using project management methods to define, plan, schedule, and manage all aspects of a project., • Advanced experience leading successful large scale, complex change projects throughout the lifecycle from initiation through delivery and post-launch to help reinforce new behaviors., • Extensive experience leveraging relationships and working effectively across all levels of an organization with internal and external stakeholders., • Experience managing projects and driving results in rapid and complex changing work environments., • Experience implementing and/or improving shared services function preferred., • Experience in Utility sector a plus. Required Experience: • Degree in Business, Organizational Psychology/Leadership, Project Management, Communications or similar; graduate work a plus., • 5+ years experience leading large scale, complex organizational transformation projects, programs and/or workstreams., • Certification in Change Management, Project Management, or related skillset preferred.

Help Synchrony accelerate responsible AI adoption by creating an exceptional employee experience around AI. As the VP, AI Enablement, you will lead the enterprise programs, communications, communities, and change initiatives that help associates understand, access, and use AI tools effectively in their day-to-day work. Reporting to the Chief AI Officer, you will serve as the connective tissue between AI strategy and workforce adoption - partnering closely with legal, compliance, risk, marketing, communications, HR, technology, business leaders, and internal community champions to drive responsible AI enablement across the organization. You are an enterprise change leader who understands how to translate emerging technology into practical employee behaviors, durable adoption programs, and compelling stories. You bring strong judgment, executive presence, creativity, communications discipline, and the ability to coordinate across control functions while keeping employees engaged, informed, and confident. Essential Responsibilities: • Lead enterprise AI enablement programs that help associates understand, access, and responsibly use approved AI tools and capabilities in their daily work., • Develop and execute the AI employee experience strategy, including adoption journeys, communications, engagement moments, role-based enablement, feedback channels, and measurement plans., • Drive rollout of AI tools and priority use cases across the organization, ensuring launch readiness, stakeholder alignment, associate-facing guidance, adoption support, and post-launch learning loops., • Partner closely with legal, compliance, risk, privacy, technology, marketing, communications, HR, learning, and business teams to ensure enablement initiatives are responsible, aligned, and easy for associates to understand and act on., • Manage the internal AI community focused on enablement, including champion networks, learning forums, office hours, success stories, peer-to-peer knowledge sharing, and community activation campaigns., • Create practical enablement materials, playbooks, FAQs, responsible-use guidance, launch kits, leader toolkits, demos, and engagement content that make AI tools useful and approachable for different associate audiences., • Work with business leaders and AI teams to identify, package, and scale high-value AI use cases that improve productivity, employee experience, customer outcomes, and operational effectiveness., • Define and track adoption and engagement metrics, including tool usage, participation, sentiment, community activity, use case activation, learning engagement, barriers to adoption, and qualitative feedback., • Support external AI marketing and thought-leadership topics in partnership with marketing, communications, legal, compliance, and executive stakeholders, ensuring messaging is accurate, responsible, and aligned with Synchrony's AI strategy., • Develop internal storytelling that highlights responsible AI adoption, associate wins, business impact, lessons learned, and practical examples of how AI can improve work across the enterprise., • Coordinate enterprise AI enablement events, demos, roadshows, showcases, community sessions, communications campaigns, and leadership engagement moments., • Prepare executive-ready updates for the Head of AI and senior stakeholders, clearly articulating adoption progress, employee engagement, communications activity, risks, opportunities, decisions needed, and next priorities., • Perform other duties and/or special projects as assigned Qualifications/Requirements: • Bachelor's degree in a related discipline and 10+ years of experience in employee experience, enterprise enablement, change management, communications, marketing, learning, transformation, technology adoption, or strategic program leadership; in lieu of a degree, 12+ years of relevant experience., • Proven track record designing and scaling enterprise adoption programs for new tools, digital capabilities, emerging technologies, or new ways of working., • Experience partnering across legal, compliance, risk, privacy, marketing, communications, HR, technology, and business functions in a regulated environment., • Strong understanding of AI, generative AI, automation, collaboration tools, employee productivity technologies, and responsible-use concepts sufficient to lead enablement credibly across technical and non-technical audiences., • Demonstrated ability to build compelling communications, practical enablement materials, executive narratives, launch plans, playbooks, and adoption campaigns., • Experience building or managing employee communities, champion networks, ambassador programs, learning forums, or communities of practice., • Strong change management and stakeholder management skills, with the ability to influence without direct authority and align senior leaders, control partners, and associate audiences., • Excellent written and verbal communication, including executive-level storytelling, employee-facing messaging, and translation of complex AI topics into clear, practical guidance., • Data-driven orientation with experience defining adoption metrics, analyzing engagement trends, capturing feedback, and using insights to improve programs., • Comfort operating in ambiguity and at pace, with strong judgment, prioritization, creativity, and the discipline to bring structure to fast-moving AI enablement work., • Ability and flexibility to travel for business as required Desired Characteristics: • Experience leading AI, generative AI, data, analytics, digital workplace, automation, or employee productivity adoption programs is strongly preferred., • Experience supporting external marketing, public relations, executive thought leadership, or brand storytelling related to technology, innovation, data, or AI., • Experience in financial services, banking, payments, credit, or another highly regulated industry., • Familiarity with Microsoft 365, Copilot, Teams communities, SharePoint, Viva, Power BI, learning platforms, survey tools, and other employee engagement or adoption analytics platforms. Grade/Level: 14 The salary range for this position is 170,000.00 - 290,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Our Way of Working : We're proud to offer you flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. You will be required to commute to your nearest Hub (either virtual or physical) for in-person engagement activities such as regular business or team meetings, training and culture events. *Field Sales and some Commercial team roles may have varied location requirements based upon partner obligations or preferences. Eligibility Requirements: • You must be 18 years or older, • You must have a high school diploma or equivalent, • You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process, • You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act., • New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. 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. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: • Federal law requires employers to provide reasonable accommodation to qualified individuals

Position Title: Knowledge Management Specialist Business Unit: Information Technology & Cyber Security Experience Level: 2 (5-10 years) Work Location: White Plains Office Anticipated Start Date: Immediate Duration of Assignment: 12 month(s) Project/Assignment: Knowledge Management Refresh CWP Manager: Christine.Prendergast@nypa.gov Date of Posting: 05/27/2026 Due Date: 06/11/2026 Monday through Friday. 7.5-hour workday with.5-hour unpaid lunch. Paid for actual time worked; there are no paid vacation or sick days. During NYPA and Canals holidays, the business is closed, and no work is permitted. NYPA requires a hybrid schedule of a minimum of 3 days on-site, up to including fully on-site depending on department requirements. Candidates are REQUIRED to be local to the Tri-State area and in W2 tax status as an hourly paid employee of Service Provider. Fully remote positions are prohibited. Hybrid schedules are permissible with a minimum of 3 days on-site depending on assignment and can be fully on-site depending on business needs. Remote work privileges can be revoked at any time. NYPA does not provide laptops. Instead, NYPA provides desktops and dedicated workstations which candidates will remote into from their personal equipment on virtual days. If candidate does not have proper equipment, internet connection, or he/she is deemed to not work effectively from home, the hybrid privilege will be revoked. Vendors must disclose foreign national status and all Visas at the time of candidate submission. Additionally, a Benefits Waiver and Ethics Disclosure will be required of the candidate during onboarding. Your email submissions must contain: The LEGAL name of candidate (no aliases, monikers, or nicknames) Job Broadcast number in your email subject header Visa work authorization, if applicable For job broadcasts outside your contractual compensation schedules, use competitive rates based on local and state compensation. NYPA CWP staff will contact you if your candidate is selected to be interviewed, which is usually via MS Teams. Please inform your candidates that an interview does not indicate acceptance of the proposed labor rates. For all questions or concerns, please contact Christine Prendergast at Christine.Prendergast@nypa.gov or Markus Caruso at Markus.Caruso@nypa.gov. Seeking a Knowledge Management professional with strong KM, AI, Power BI, and Power Apps experience. Must have experience designing dashboards and associated metrics to capture, monitor, and report on knowledge assets. Must have experience in KM practices, ways to improves knowledge flow, and build digital solutions. Participate in the design and enhancement of core KM approaches that improve knowledge flow across the organization. This includes leveraging ML and AI for knowledge creation and gap analysis, and applying ontologies, knowledge graphs, and semantic layers to improve content structure, retrieval, and discoverability. A solid understanding of content management and content strategy is essential, including the ability to architect semantic frameworks that support enterprise search, personalization, and scalable knowledge ecosystems. • Improve knowledge capture, flow, and reuse using AI, ML, and semantic technologies., • Develop and govern taxonomies, metadata, and content structures to enhance search and discoverability., • Support enterprise knowledge repositories, intranets, and collaboration tools., • Design and maintain Power BI dashboards, data models, and visualizations; ensure performance and data quality., • Build Power Apps and Power Automate workflows to streamline KM and business processes., • Work with KM team to translate business needs into actionable KM, analytics, and automation solutions., • Experience in Knowledge Management, taxonomy, metadata, and content strategy., • Deep expertise in creating intuitive, insights?driven dashboards and establishing the right metrics to measure performance and value., • Proficiency with AI tools and concepts applied to content automation and knowledge discovery., • Strong Power BI and Power Platform skills (Power Apps, Power Automate, connectors)., • Knowledge of data modeling, ETL, Power Query, and DAX., • Excellent analytical and communication skills. Bachelor's Degree with 6 years relevant work experience.

Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Fund Origination Vice President to support its growing alternative investments feeder fund business. This role will report into a Senior Vice President on the Fund Origination team. This individual will focus on new product development, product structuring, manager onboarding and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. Primarily, these will be funds created to invest into or alongside specified 3rd-party alternative asset managers "feeder" or "conduit" funds for the wealth management channel. This team stands at the heart of iCapital's growth into new markets and fund structures. Responsibilities • Lead and proactively manage the structuring and execution of fund origination initiatives from concept through launch., • Drive cross-functional coordination to ensure timely, efficient, and successful fund launches., • Partner with asset managers and wealth managers to structure and launch funds aligned with client, regulatory, and commercial requirements., • Oversee and support the development of marketing materials., • Coordinate closely with internal Legal and Compliance teams to obtain required reviews and approvals., • Lead the preparation and coordination of materials related to new fund approvals and new fund launches., • Drive product management decisions for funds currently on our menu., • Leverage experience to help shape iCapital's service offerings across multiple fund structures., • Support ad hoc fund launch initiatives and strategic projects as needed. Qualifications • Bachelor's degree in finance, business, or another related field, • 10+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships, • Experience in alternative investments with a focus on various fund structures is required, • Positive attitude, and a desire to work in a fast-moving entrepreneurial environment, • Willingness to learn and adapt to new responsibilities, • Detail-oriented, self-starter that is accustomed to project work with tight deadlines, • Able to handle multiple tasks and prioritize assignments, • Strong knowledge of Microsoft Office, • Strong verbal and written communication skills, • Strong analytical skills Benefits The base salary range for this role is $155,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Directive Consulting is the leading B2B marketing agency for companies that are done optimizing for metrics that don't move the business. With over a decade of expertise and 420+ B2B brands behind us, we know what real results look like. We operate through three divisions: Performance, Communications, and Commerce, each built to share intelligence and align on revenue. Our methodology, DiscoverabilityOS, aligns brand and demand to guide your ICP to choose you across every decision point. Across Technology, Industrial, and Services verticals, that system spans everything from Paid Media and Content Marketing, to PR and Paid Social, to Marketplace and Lifecycle Marketing. At Directive, we're always looking to connect with talented people who care about work that actually counts. As we grow across all three divisions, we're seeking forward-thinking people who thrive in fast-paced environments, are obsessed with analytics and storytelling, and are ready to make their mark doing B2B marketing that actually means something. The Paid Strategist is a crucial, client-facing role responsible for day-to-day client deliverables, creating and managing custom client strategies, and communicating with both clients and internal stakeholders on executing Paid Social deliverables. In this role, you will gain experience building high-performing Paid strategies for B2B businesses across Technology, Industrial, and Services markets. • Oversee and lead a collection of Social Media accounts, • Serve as direct support to client contacts, • Weekly communication with any vendors or operational partners to ensure we're aligned on tasks being assigned, work quality, and any improvements we can make to that dynamic, • Build strategies for clients each quarter, • Have the ability to create, maintain, and optimize budgets for paid media campaigns, • Deeply understand client positioning and unique value propositions, • Confirm lead routing is accurate within a CRM, • Responsible for personal productivity and utilization, • Work directly with Associate Director to ensure internal and client goals are being achieved, • Understand the value of Programmatic campaigns, • Drive cross-sells, upsells and referrals via client relationships and professional network, • Execute and optimize advertising campaigns within LinkedIn including ad copywriting, TAM development, and targeting to maximize ROI, • 2+ years experience working at a performance/digital marketing agency, with hands-on experience supporting B2B clients, • Deep expertise across paid social advertising campaigns, specifically LinkedIn Ads, • Understanding of different Ad Units within the LinkedIn Platform such as conversation ads, document ads, CTV and more, • Proficiency in using advertising platforms and tools such as LinkedIn Campaign Manager, Zoominfo, 6Sense, and more, • Strong understanding of Paid principles, including keyword research, ad copywriting, bid management, and campaign optimization, • Ability to analyze campaign performance data using tools like Google Analytics, GA4, Excel, or other analytics platforms to make data-driven decisions and optimize campaign performance, • Ability to drive results and measure via OCT, • Experience with audience segmentation by tier, job title etc., • Proven and measurable success with mid-market or enterprise accounts, • Ability to translate and articulate strategy and tell stories with data, • Equal parts competitive and curious; you're a true problem solver, • You live on the cutting edge of the industry, always looking for opportunities to grow and share, • Ability to organize, prioritize and manage multiple projects simultaneously, • You're quality-obsessed and have not lost your soul for advertising, • Travel to visit clients approximately once per year, per client or as needed, • You encompass our core values through every interaction; internally and externally, • Effectively manage approximately five mid-tier and enterprise accounts, • Meet and exceed department level KPIs, such as client growth and goal attainment. Your core KPIs will be client NSMs (North Star Metrics) and Client Satisfaction scores, • Build client trust and relationships that create consistent renewals, • Cross-sell services that align with client goals and objectives, • Clearly communicate results with client point of contact and executives, • Exceptional decision making, as it relates to strategic direction for accounts, • Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle including a 100% employer-paid plan for you and a 50% employer contribution for your dependents, • Benefits to Support the Whole Person:, • Mental - Access to certified therapists through Spring Health, membership to Headspace, • Physical - Physical therapy through Omada, fertility support through Carrott, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care, • Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave, • Financial - Traditional and Roth 401(k) with a 3% company match, • Bonus - Annual bonus based on tenure, which scales in total amount over time As a remote-first company, you'll have the ability to work from anywhere in the US, with the option to enjoy our state-of-the-art offices in Irvine, California. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, the UK, and Australia. For global locations, you must have established and current work authorization and permanently reside in that country. This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to careers@directiveconsulting.com. At Directive, one of our core values is People First. We're committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #LI-CV1

Greenwich, Connecticut, United States About The Role The Senior Vice President of ERISA Compliance is responsible for leading iCapital's enterprise-wide compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) compliance requirements. This role serves as the primary subject matter expert for ERISA-related regulatory obligations impacting iCapital's registered investment advisers, collective investment trusts (CITs), retirement-focused investment products, and retirement-plan clients. This individual will partner closely with Legal, Product, Operations, Finance, Investment Management, and Distribution teams to develop and maintain policies, procedures, testing programs, training, and governance frameworks designed to ensure compliance with ERISA fiduciary standards and QPAM exemption requirements. This SVP will play a key role in regulatory examinations, new product launches, and transaction reviews. Responsibilities ERISA Compliance Oversight • Work with the Registered Funds CCO to develop, maintain, and enhance ERISA compliance policies, procedures, controls, and monitoring programs., • Provide regulatory guidance regarding fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions., • Advise business stakeholders on ERISA implications of investment products, distribution activities, service arrangements, and operational processes., • Monitor legal and regulatory developments from the Department of Labor, IRS, SEC, and other regulatory authorities and assess impacts on the business., • Design and administer risk-based compliance reviews relating to ERISA and retirement-plan business activities., • Implement monitoring programs, testing protocols, certifications, and issue-management processes. QPAM Compliance Program Management • Oversee the firm's ongoing compliance with the Qualified Professional Asset Manager (QPAM) Exemption and related requirements., • Maintain and execute QPAM monitoring and testing programs, including annual and periodic certifications., • Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, and integrity standards., • Establish and maintain documentation evidencing compliance with QPAM conditions and regulatory requirements., • Partner with Legal and business stakeholders regarding transactions that may rely on the QPAM exemption or other prohibited transaction exemptions. Qualifications • Bachelor's degree required; J.D., MBA, or other advanced degree is preferred, • 10+ years of experience in investment adviser, asset management, retirement, ERISA, legal, or compliance functions, • Deep knowledge of ERISA fiduciary standards, prohibited transaction rules, and Department of Labor regulations, • Familiar with collective investment trusts (CITs), private funds, alternative investments, and institutional asset management, • Experience developing compliance programs, controls, testing frameworks, and governance processes., • Strong analytical, communication, and problem-solving skills, • Experience with QPAM compliance programs and prohibited transaction exemptions Benefits The base salary range for this role is $190,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: • Responsible for supervision of VEAs including managing their training and development, • Monitor on-site performance, behavior and general policy adherence, • Develop effective teams, providing consistent leadership and assuming accountability for results, • Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity, • Coach and develop team members to improve their performance across all metrics, • As needed, create performance improvement plans for underperforming VEAs, • Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary, • Conduct regular team meetings to pass along best practices and share ideas, • Understanding and knowledge across all VEA services and offerings, • In partnership with the VEA Relationship Manager, conduct performance reviews, • Stay organized, focused, and highly disciplined, • Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: • Bachelor's degree or equivalent experience, • Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field, • Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged., • Previous management experience required, • Excellent written, verbal and presentation communication skills, • Possess exemplary organization and time-management skills, • Expert knowledge of PC, MS Office and internet applications, • Self-starter, must be able to work independently, be flexible and detail-oriented, • Be authorized to work in the US without durational restrictions, • Successfully complete background check and pre-employment assessments Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Are you highly organized, proactive, and passionate about creating exceptional candidate experiences? The firm is seeking a Talent Acquisition Associate to join their Talent Acquisition Operations team. In this role, you will support recruiters, hiring managers, and candidates throughout the recruiting and onboarding journey while helping deliver a seamless experience from interview scheduling through day one. The role also provides an opportunity to support our Campus Recruiting team and play a key role in our annual summer internship program. This opportunity will begin as a contingent assignment with the potential to convert to a permanent position for a high-performing individual. Responsibilities: • Coordinate virtual and on-site candidate interviews, managing schedules, logistics, communications, and day-of support., • Serve as a primary point of contact for candidates, ensuring a positive, professional, and high-touch experience., • Review offer letters and support pre-employment activities, including background checks and hiring documentation., • Partner with recruiters, hiring managers, HR, and other stakeholders to support onboarding and new-hire readiness., • Assist with internship and campus recruiting initiatives, including event planning, logistics, candidate communications, and high-volume hiring activities., • Maintain accurate recruiting data, documentation, and process tracking within recruiting systems., • Identify opportunities to improve processes, increase efficiency, and elevate the overall Talent Acquisition experience. Qualifications for this role: • A self-starter who is proactive, accountable, and thrives in a fast-paced environment., • Exceptional attention to detail and strong organizational skills., • Ability to manage multiple priorities while maintaining accuracy and professionalism., • Strong written and verbal communication skills., • A collaborative team player who comes prepared, asks thoughtful questions, and follows through on commitments., • Commitment to delivering an exceptional candidate and hiring manager experience., • Experience in recruiting coordination, Talent Acquisition, HR, onboarding, or a related administrative support role preferred., • Proficiency with Microsoft Office tools and recruiting or HR systems.

Directive Consulting is the leading B2B marketing agency for companies that are done optimizing for metrics that don't move the business. With over a decade of expertise and 420+ B2B brands behind us, we know what real results look like. We operate through three divisions: Performance, Communications, and Commerce, each built to share intelligence and align on revenue. Our methodology, DiscoverabilityOS, aligns brand and demand to guide your ICP to choose you across every decision point. Across Technology, Industrial, and Services verticals, that system spans everything from Paid Media and Content Marketing, to PR and Paid Social, to Marketplace and Lifecycle Marketing. At Directive, we're always looking to connect with talented people who care about work that actually counts. As we grow across all three divisions, we're seeking forward-thinking people who thrive in fast-paced environments, are obsessed with analytics and storytelling, and are ready to make their mark doing B2B marketing that actually means something. The Paid Strategist is a crucial, client-facing role responsible for day-to-day client deliverables, creating and managing custom client strategies, and communicating with both clients and internal stakeholders on executing Paid Social deliverables. In this role, you will gain experience building high-performing Paid strategies for B2B businesses across Technology, Industrial, and Services markets. • Oversee and lead a collection of Social Media accounts, • Serve as direct support to client contacts, • Weekly communication with any vendors or operational partners to ensure we're aligned on tasks being assigned, work quality, and any improvements we can make to that dynamic, • Build strategies for clients each quarter, • Have the ability to create, maintain, and optimize budgets for paid media campaigns, • Deeply understand client positioning and unique value propositions, • Confirm lead routing is accurate within a CRM, • Responsible for personal productivity and utilization, • Work directly with Associate Director to ensure internal and client goals are being achieved, • Understand the value of Programmatic campaigns, • Drive cross-sells, upsells and referrals via client relationships and professional network, • Execute and optimize advertising campaigns within LinkedIn including ad copywriting, TAM development, and targeting to maximize ROI, • 2+ years experience working at a performance/digital marketing agency, with hands-on experience supporting B2B clients, • Deep expertise across paid social advertising campaigns, specifically LinkedIn Ads, • Understanding of different Ad Units within the LinkedIn Platform such as conversation ads, document ads, CTV and more, • Proficiency in using advertising platforms and tools such as LinkedIn Campaign Manager, Zoominfo, 6Sense, and more, • Strong understanding of Paid principles, including keyword research, ad copywriting, bid management, and campaign optimization, • Ability to analyze campaign performance data using tools like Google Analytics, GA4, Excel, or other analytics platforms to make data-driven decisions and optimize campaign performance, • Ability to drive results and measure via OCT, • Experience with audience segmentation by tier, job title etc., • Proven and measurable success with mid-market or enterprise accounts, • Ability to translate and articulate strategy and tell stories with data, • Equal parts competitive and curious; you're a true problem solver, • You live on the cutting edge of the industry, always looking for opportunities to grow and share, • Ability to organize, prioritize and manage multiple projects simultaneously, • You're quality-obsessed and have not lost your soul for advertising, • Travel to visit clients approximately once per year, per client or as needed, • You encompass our core values through every interaction; internally and externally, • Effectively manage approximately five mid-tier and enterprise accounts, • Meet and exceed department level KPIs, such as client growth and goal attainment. Your core KPIs will be client NSMs (North Star Metrics) and Client Satisfaction scores, • Build client trust and relationships that create consistent renewals, • Cross-sell services that align with client goals and objectives, • Clearly communicate results with client point of contact and executives, • Exceptional decision making, as it relates to strategic direction for accounts, • Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle including a 100% employer-paid plan for you and a 50% employer contribution for your dependents, • Benefits to Support the Whole Person:, • Mental - Access to certified therapists through Spring Health, membership to Headspace, • Physical - Physical therapy through Omada, fertility support through Carrott, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care, • Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave, • Financial - Traditional and Roth 401(k) with a 3% company match, • Bonus - Annual bonus based on tenure, which scales in total amount over time As a remote-first company, you'll have the ability to work from anywhere in the US, with the option to enjoy our state-of-the-art offices in Irvine, California. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, the UK, and Australia. For global locations, you must have established and current work authorization and permanently reside in that country. This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to careers@directiveconsulting.com. At Directive, one of our core values is People First. We're committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #LI-CV1

Job Description About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As we continue to expand and transform the primary care experience, we're looking for a Practice Coordinator to join us in White Plains, NY on our journey to make it drastically easier for customers to find, choose, afford, and engage with the services, products, and professionals they need to get and stay healthy! As a Practice Coordinator at One Medical in Mamaroneck, NY, you will be the onsite lead and support your practice team members in delivering the highest quality and best experience to our patients. You will be responsible for championing best practices with our patients and team members to ensure the practice runs smoothly with a focus on operational excellence, active daily management, scheduling, inventory management, and facilities management. The Practice Coordinator is the subject matter expert on workflows and processes and serves as the practice team's main point of contact for daily clinical operational oversight. You will motivate, support, and under direction of your Operations Manager, provide direction, and coach your teammates to ensure consistent high performance of the practice and support your team through change and growth. You are proficient in the art of customer-service, support roles, administrative work, and motivating a team or peers, especially through times of change. You are skilled in nuanced patient communication with an emphasis on consistent high quality patient-centered experiences, and foster open communication with team members. You are currently looking for your next opportunity to support and lead a team at an organization that is transforming healthcare. If this sounds like you, we would love to connect. What you'll likely work on: • Ensure operational readiness of the practice through regular team check ins, review of staffing, monitoring of task queues, adherence to standard work, and conducting end of month practice operations such as publishing shift schedules for both administrative and clinical team members, • Provide team support and leadership through training, coaching, and mentoring of team members and team recognition, • Drive performance improvement though active daily management, including office huddle facilitation and monitoring performance metrics, • Perform inventory management including ordering and receiving supplies, expiration tracking, waste minimization, and completing counts, • Support the financial health of the practice through office budget review and managing copay and revenue cycle, • Monitor and own Net Promoter Score (NPS) responses and respond to service recovery cases, escalating to the Operations Manager as needed, • In partnership with with Clinical Leadership and the Operations Manager, support quality health outcomes, patient safety, regulatory compliance, and implement improvement initiatives to manage population health, • Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, and strong knowledge of billing and insurance, • All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectation, perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization, and supporting facility, security, and IT requests as encountered, • Clinical duties may include providing best in class venipuncture services on a population ranging from pediatrics to geriatrics, and performing and assisting with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals What you'll need: • At least 1 year of experience in a supervisory or lead role in high touch customer service or patient facing healthcare, • Proven ability to foster strong, collaborative team-dynamics that ensure a supportive and engaged team culture, • Experience working on collaborative, diverse and feedback-driven multi-disciplinary teams, • Strong written and verbal communication skills, • Successful completion of One Medical clinical training and state required education and/or certifications within first six months of employment (One Medical sponsored), • Relevant experience as a Medical Assistant or Phlebotomist preferred; those without experience are encouraged to apply (training is provided), • Proven track record of leading successful change management and process improvement efforts preferred, • Experience in healthcare, with a solid understanding of billing and insurance, is preferred Physical Demands: Mostly sedentary work duties require exerting up to ten pounds of force occasionally and/or small amounts of force frequently. Sedentary work typically involves sitting most of the time, but may involve walking or standing for brief periods. One Medical is committed to fair and equitable compensation practices The range for this role is $28.00 - $31.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/ This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday-Friday between 7:30am-7:00pm based in-person with our team and patients at our office in White Plains, NY. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today • Paid sabbatical for every five years of service, • Free One Medical memberships for yourself, your friends and family, • Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues, • Competitive Medical, Dental and Vision plans, • Pre-Tax commuter benefits, • PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family • 401K match, • Credit towards emergency childcare, • Company paid maternity and paternity leave, • Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance, • Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive • Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%., • UpToDate Subscription - An evidence-based clinical research tool, • Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education, • Rounds - Providers end patient care one hour early each week to participate in this shared learning experience, • Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.

Job Description Job Title: Client Office Supervisor Reports to: Premier Services Manager Supervises: N/A Position Summary: The Client Office Supervisor is responsible for performing core Virtual Office Manager VOM functions while also providing leadership, accounts receivable support, reporting, and quality assurance oversight for the broader team. This role ensures accurate and timely patient communication, scheduling, intake management, documentation, and A/R follow up, while supporting training, mentorship, and workflow consistency across the VOM team. Key Performance Areas & Key Performance Indicators: Virtual Office Management: (35%) • Manage all patient communication including answering inbound calls, returning missed calls, and responding to emails or client requests in a timely manner, • Schedule new and existing patient appointments and create new patient charts with accurate demographic and insurance information, • Maintain and submit a Daily Communication Spreadsheet summarizing calls, payments, actions taken, and provider follow up items, • Upload and organize patient documentation including referrals, medical records, and faxes within the EHR, • Ensure new patient intake documentation is completed prior to appointments including identification, insurance, consents, and required forms, • Proactively monitor upcoming appointments to secure missing intake items and send reminders as needed A/R Support & Follow up: (25%) • Verify insurance eligibility for new and returning patients and determine financial responsibility including copays, deductibles, coinsurance, and prior authorization requirements, • Generate and send Good Faith Estimates and respond to patient billing inquiries, • Collect required payments, send invoices, and accurately document payments in the EHR, • Obtain prior authorizations when required including confirmation of CPT HCPCS and ICD 10 codes and tracking authorization status, • Run aging reports, follow up on outstanding balances, establish payment plans, and communicate balance requirements prior to appointments, • Coordinate with Billing on discrepancies, authorization issues, and unresolved payment concerns Team Leadership & Training: (20%) • Serve as a day to day resource for the VOM team by assisting with questions, escalations, and workflow guidance, • Train new hires on scheduling, intake workflows, documentation standards, communication expectations, and A/R procedures, • Conduct routine audits of work quality and identify training or re education needs, • Provide one on one coaching and performance support as needed, • Support cross training initiatives to strengthen coverage and team flexibility Compliance, QA & Reporting: (20%) • Conduct quality assurance reviews across scheduling, documentation, A/R actions, Good Faith Estimates, and patient communication, • Monitor compliance with HIPAA requirements, GFE guidelines, and internal protocols, • Prepare operational and QA reports including productivity metrics, payment trends, and workflow performance, • Identify performance trends and recommend process improvements or corrective actions Minimum Qualifications Education: • Bachelor’s degree in healthcare administration or related field preferred Experience: • Minimum of 2 plus years of experience in medical front office operations, scheduling, A/R, or healthcare administration, • Prior experience performing Virtual Office Manager level responsibilities required, • Experience with patient A/R or collections preferred, • At least 2 years of leadership or training experience preferred Competencies Operations Knowledge – Thoroughly understands the operational procedures for his/her position and how they affect or relate to other departments in the company. Serves as an expert for others. Product Knowledge – Has a broad knowledge of the products and services offered. Is aware of the features and pricing of the products and services they support. Is able to recommend the appropriate product or service that will meet the customer’s needs. Compliance Knowledge – Extensive understanding of general and department-specific regulations. Serves as a compliance resource for the team. Sales & Service – Guides the team to achieve goals while ensuring excellent customer service. Maintains professional communication and positive customer relationships Teamwork – Able to build morale and group commitments to goals and objectives; Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed. Computer Skills – Demonstrates a solid understanding of the technology utilized in his/her position. Consistently looks for ways to use technology to create efficiencies. Able to troubleshoot minor problems. May serve as an expert to others. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Strength - Employee must be able to stand and/ or sit for periods of time while waiting on customers. Employee may be required to walk, reach, lift, carry and bend. This job also requires the ability to lift and/or move up to 15 lbs. Occasionally, may need to lift more than 15 lbs. Finger Dexterity - Employee will have to use fingers to make small movements, such as typing, picking up small objects, or pinching fingers together. Talking – The ability to convey information accurately by speaking to customers and other employees. Hearing - Able to hear average or normal conversations and receive ordinary information. Visual Abilities – Specific vision abilities used by the job are close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. Employer reserves the right to change this job description at any time, should business needs arise.

Job Description Remote Benefits Advisor HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Sales Executive - Benefits - Remote HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Remote Sales Consultant HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.