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account executive /business developer Jobs in New York

account executive /business developer

associate client advocate team leader

<div><h2 class="jobSectionHeader"><b>Description</b></h2>
<div>
<p><b>The Role</b></p>
<p>
The Associate Client Advocacy (ACA) team leader will manage a group of 6-12 ACAs depending on size of region/specialty and will be responsible for various business operations to support client retention and growth.</p>
<p>
The team leader role within their region and specialties will utilize data and strategic initiatives to maximize ACA adoption and optimize client services. They will identify and address process bottlenecks, resolve individual issues, and coordinate with both Client Advocacy, including Producers and Broking, and Global Service Delivery teams to ensure seamless, high-quality client experience.</p>
<p>
This role also includes working closely with various teams across NA CRB to identify and manage training needs, Key Performance Indicators (KPIs) such as Adoption, Month End financial metrics RFIs, Quality, Regulatory Compliance, and other Operational Aspects to drive exceptional client service.</p>
<p><b>
The Responsibilities</b></p>
<ul>
<li><p>Work closely with Client Advocates, Associate Client Advocates and other teams to close Aged Receivables from clients and support BDR efforts</p></li>
<li><p>
Responsible for performance management of ACA, including escalating performance issues</p></li>
<li><p>
Process expert for escalations, questions and issues from ACAs; providing support to assigned CS and ACA groups with critical escalations or activities</p></li>
<li><p>
Assist and monitor Surplus Lines activities, ensuring ACAs respond and close out the activities timely to avoid late fees, fines and penalties</p></li>
<li><p>
Enforce EPIC information integrity</p></li>
<li><p>
Host re-occurring calls with ACAs: renewal status calls, team calls, one-on-ones</p></li>
<li><p>
Monitor team capacity to ensure balance of workloads</p></li>
<li><p>
Support colleague attrition and retention 5% or less</p></li>
<li><p>
Engage the team as a WTW Process SME</p></li>
<li><p>
Coach colleagues to improve their skills and knowledge through deskside support</p></li>
<li><p>
Quality and Excellence reviews to ensure compliance and legal objectives are met, monitor adoption, and ensure that work is handled correctly between ACA and CS roles</p></li>
<li><p>
Engage with ACA and CS on highly transactional, complex, or profitable accounts and at-risk clients when needed</p></li>
<li><p>
Promote adoption and improvement of timely invoicing and month-end activities such as Renewals and Outstanding Billings (ROB) and Accounts Receivables (AR).</p></li>
<li><p>
Work with team of ACAs to maintain timely ROB status and updates in real time</p></li>
</ul>
<p>This role can be based out of any Northeast US location.</p>
</div>
<h2 class="jobSectionHeader"><b>Qualifications</b></h2>
<div>
<p><b>The Qualifications</b></p>
<ul>
<li><p>Targeted with a minimum of 6-8 years of commercial Property &amp; Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities</p></li>
<li><p>
Knowledge of WTW systems and processes is strongly preferred</p></li>
<li><p>
Knowledge of commercial insurance renewal end-to-end process, steps and owners</p></li>
<li><p>
Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs</p></li>
<li><p>
Ability to drive conflict resolution</p></li>
<li><p>
Business Acumen: knowledge of strategy, tactics, and solutions to get any issues resolved quickly</p></li>
<li><p>
Excellent verbal and written communication skills; group presentation skills; ability to drive complex/technical conversations</p></li>
<li><p>
Receptive to feedback; critical thinking and problem-solving skills; high adaptability
</p></li><li><p>Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively</p></li>
<li><p>
Strong project management skills: Support end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
</p></li><li><p>Proficient Microsoft Office skills and familiarity with other relevant online tools</p></li>
<li><p>
Must achieve and maintain insurance broker&rsquo;s P&amp;C license and complete various continuing education activities as needed
</p></li><li><p>Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM)</p></li>
</ul>
<p><b>This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.</b></p>
<div><div><div><div><div><div><div>
<p><b>Compensation and Benefits</b></p>
<p>
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).</p>
<p><b>
Compensation</b></p>
<p>
The base salary compensation range being offered for this role is $100,000&ndash; $125,000 USD per year. This role is also eligible for an annual short-term incentive bonus.</p>
<p><b>
Company Benefits (US locations)</b></p>
<p>
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p>
<ul>
<li><b>Health and Welfare Benefits:</b> Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li>
<li><b>Leave Benefits:</b> Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), <b>Paid Time Off</b> (<i>Washington State only</i>)</li>
<li><b>Retirement Benefits:</b> Contributory Pension Plan and Savings Plan (401k).</li>
</ul>
<p>We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.</p>
<p>
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</p>
<p><b>
EOE, including disability/vets</b></p></div></div></div></div></div></div></div></div></div><p></p>

Associate Client Advocate Team Leader

CMI Media Group

<div><p>As a key leader within our agency, the Associate Director, SEM helps lead CMI/Compas offerings and provides thought leadership in the Paid Search space, both internally and externally. This role works closely with leadership and oversees a team charged with the development of SEM, Video and Contextual Marketing. These plans will include SEM implementation and performance analysis. Additionally, this role will help lead the development of appropriate plans designed to meet clients&rsquo; brand and marketing objectives while also identifying opportunities to pull in additional channel leads in the areas of SEO, Social Media and traditional media as needed.
</p><p>As part of a core leadership team, the Associate Director, SEM is responsible for building and maintaining strong external relationships with appropriate clients, vendors and agency partners in collaboration with his/her assigned teams. Similarly, the Associate Director, SEM will establish key relationships with internal stakeholders across all applicable disciplines including Analytics, Media, Ad Ops, Client Finance, etc. The Associate Director, SEM, is deeply versed in the buying, execution, and subsequent evaluation of biddable-based media strategies, including interaction with Google, Microsoft, and other paid media partners.<br>
</p><p><br>
<b>RESPONSIBILITIES:</b>
</p><ul><li>Help lead development of SEM strategies and analyses for clients (e.g., target audience recommendations, timing/scheduling strategy, partner selection, etc.) across areas of SEM, YouTube Video, and Contextual Marketing</li><li>
Serve as a core contributor to client-focused strategic initiatives; articulating departmental and corporate views related to customer segmentation, media tactics, and execution</li><li>
Manage workflow of junior team members to ensure client deliverables are out on time</li><li>
Analyze performance data and direct supporting staff on recommendation best practices</li><li>
Partner with analytics and media teams to develop KPIs and measurement plans</li><li>
Lead Thought Leadership efforts by authoring and reviewing SEM related POVs, Case Studies and insights based on industry updates, trends and findings
</li><li>Represent the organization in public forums as a key leader for SEM</li><li>
Partner with SEM Department Head and senior leadership on identifying and submitting team work for industry wide awards and recognition</li><li>
Serve as point person for senior client relationships, leveraging thought leadership and innovative points of view to strengthen client relationships
</li><li>Help guide process and procedure improvement within internal SEM team
</li><li>Assist in negotiating client contracts and pursuing/achieving beneficial pricing models as needed</li><li>
Vet and onboard new supplier partners to achieve client goals and strategies</li><li>
Interview, hire, develop and effectively grow high-caliber employees within CMI
</li><li>Work with direct reports and team to maintain accurate scoping projections and staff count</li><li>
Help lead assigned team to prioritize and delegate tasks as needed in the areas of account creation, QA, optimization, pacing, bid management, targeting, reporting, etc</li></ul><p><b>
REQUIREMENTS</b>:
</p><ul><li>5+ years experience managing Pay-Per-Click accounts (Google Ads, Microsoft Ads, Amazon)</li><li>
Strong web analytics background and project management skills</li><li>
Outstanding analytical and problem-solving skills</li><li>
Strong Excel skills with the ability to create pivot tables and perform v-lookups</li><li>
Proven experience managing a team of direct reports consisting of junior, senior and leadership staff</li><li>
Knowledge of Web Analytics software, such as Adobe Omniture, Google Analytics and bid management tools like Search Ads 360</li><li>
Bachelor&rsquo;s degree or equivalent, preferably in marketing, business or any quantitative or analytical related fields</li><li>
Strong quantitative analysis skills</li><li>
Strong presentation and communication skills</li><li>
Ability to create, grow and expand relationships with clients, vendors and internal stakeholders</li><li>
Demonstrable passion for learning new technologies</li><li>
Ability to make recommendations of statistically significant data sets</li><li>
Strong business and leadership skills to make independent decisions affecting the daily operations and management of campaigns</li><li>
Healthcare/Pharmaceutical background a plus</li><li>
Passion for working in a fast-growing healthcare media agency</li></ul><p>
The base salary for this position at the time of this posting may range from $70,000 to $140,000. Individual compensation varies based on job related factors, including business needs, experience, level of responsibility and qualifications. We offer a competitive benefits package, please visit WPP Benefits for more details.</p></div>

Associate Director, SEM

ExitPath Partners, LLC.

<p>Practice Area: Family and Matrimonial Law</p><p>Overview</p><p>Our client, a well-established family law firm, is seeking a Senior Associate Attorney to join their team. The ideal candidate will have significant experience representing clients in complex family and matrimonial matters, including divorce, custody, alimony/spousal support, child support, and related proceedings.</p><p>This role requires a compassionate yet assertive advocate who can navigate emotionally charged situations with professionalism, composure, and exceptional communication skills.</p><p>*Requires occasional appearance in Essex County court. </p><p>Key Responsibilities</p><ul><li>Represent clients in a variety of family law matters, including prenuptial/postnuptial/cohabitation agreements, divorce, custody, and support proceedings.</li><li>Conduct investigations, discovery, negotiations, motion advocacy, and trials.</li><li>Develop and execute legal strategies to achieve optimal outcomes for clients.</li><li>Serve as the primary client contact, providing clear communication and sound legal advice throughout the process.</li><li>Draft and review legal documents including pleadings, motions, marital settlement agreements, and judgments.</li><li>Oversee and mentor associates and paralegals, fostering professional growth and maintaining high performance standards.</li><li>Utilize firm resources effectively to ensure timely, accurate, and efficient case management.</li><li>Remain current on all family and matrimonial law developments and CLE requirements.</li><li>Maintain accurate time entries and case documentation.</li></ul><p>Qualifications</p><ul><li>Admission to the New York State Bar and in good standing.</li><li>Minimum of 5 years of family law experience, including no fewer than 10 trials.</li><li>Certified Divorce Specialist&trade; or willingness to obtain certification.</li><li>Completion (or willingness to complete) 30 hours of basic mediation training or 15 hours of Collaborative Divorce training.</li><li>Excellent negotiation, analytical, and courtroom skills.</li><li>Strong communication and client relationship abilities.</li><li>Proficiency in Microsoft Office Suite, Adobe Acrobat Pro, Westlaw/LexisNexis, and Google Workspace; familiarity with CLIO Grow, CLIO Manage, and Family Law Software preferred.</li></ul><p>This is an exceptional opportunity to join a respected family law practice, make a meaningful impact on clients&rsquo; lives, and grow within a supportive, high-performing legal team.</p><p>Job Type: Full-time</p><p>Pay: $135,000.00 - $217,500.00 per year</p><p>Benefits:</p><ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in New York, NY 10040</p>

Senior Associate Attorney

Frasco

<div>
 Job Type
 <br/>
 <br/>
 Part-time
 <br/>
 <br/>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Title:
 </strong>
 Investigator
 <br/>
 <br/>
 <strong>
  Job Location
 </strong>
 : New York, NY
 <br/>
 <br/>
 <strong>
  Job Type:
 </strong>
 Part-Time, Billable Hours, Non-exempt
 <br/>
 <br/>
 <strong>
  Reports To
 </strong>
 : Regional Manager
 <br/>
 <br/>
 <strong>
  Compensation
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Hourly Rate: $20 - $28 per hour (Weekly Pay) Commensurate with experience and performance
  </li>
  <li>
   Travel Time: Travel commute time is compensated at 100% of regular hourly rate, after reasonable commute
  </li>
  <li>
   Mileage Reimbursement: $0.55 per mile
  </li>
  <li>
   Paid Administrative Time: Paid at regular hourly rate
  </li>
  <li>
   Paid Training: Paid at regular hourly rate
   <br/>
   <br/>
  </li>
 </ul>
 Bi-lingual in Spanish and English preferred.
 <br/>
 <br/>
 The Interviews Team is looking for an Investigator to join our team! This role involves conducting thorough insurance claims investigations, which include performing scene investigations to collect photo and video evidence from accident locations. Additionally, this position requires the handling of document signings and retrievals, conducting wellness checks, and submitting daily updates on the work performed for each case. Preparing and dictating investigation reports is also a key responsibility.
 <br/>
 <br/>
 Great opportunity for someone looking for to enter into the world of investigations with flexible hours!
 <br/>
 <br/>
 <strong>
  Essential Job Functions Include, But Are Not Limited To
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Conducting insurance claims investigations, including taking recorded claimant and witness statements as well as performing scene investigations
  </li>
  <li>
   Completing multiple types of complex claims investigations
  </li>
  <li>
   Reviewing assignments and supporting documentation to determine case objectives and client expectations.
  </li>
  <li>
   Daily submission of updates regarding work performed on each case
  </li>
  <li>
   Maintaining a sufficient level of client billable hours
  </li>
  <li>
   Preparing and dictating detailed investigation reports
  </li>
  <li>
   Adhering to strict due dates
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us:
 </strong>
 Frasco is a leading provider of investigative services for our clients in the insurance industry. We are committed to delivering accurate, high-quality investigation services to meet our clients' expectations.
 <br/>
 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Investigator candidates must have:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong attention to detail with commitment to accuracy and quality
  </li>
  <li>
   Ability to effectively communicate with others
  </li>
  <li>
   Ability to work independently
  </li>
  <li>
   Ability to work from a home-based office and work flexible hours
  </li>
  <li>
   Valid driver&rsquo;s license and vehicle
  </li>
  <li>
   Minimum auto insurance in the amount of $100,000 each person/$300,000 each accident bodily injury/$50,000 property damage
  </li>
  <li>
   Smartphone, printer, scanner, desktop/laptop computer with a good internet connection
  </li>
  <li>
   Ability to model behaviors that reflect Frasco&rsquo;s core values
  </li>
  <li>
   Capable of working independently, contacting clients, and strategizing about the best course of action to handle their needs, and be able to proceed accordingly
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications/Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Associate or Bachelor&rsquo;s Degree in Criminal Justice or related field
  </li>
  <li>
   Bi-lingual in Spanish and English
  </li>
  <li>
   Customer service experience
   <br/>
   <br/>
  </li>
 </ul>
 Start your career with a leader in the investigations industry that is financially stable, experiencing considerable growth, and whose history spans over 60 years!
 <br/>
 <br/>
 <strong>
  Ready to make a difference? Apply now!
 </strong>
 All replies are confidential Equal Opportunity Employer
 <br/>
 <br/>
 PM18
</div>


Field Investigator

Imagination

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
The <b>Account Director</b> is responsible for managing the day-to-day business across client projects. This includes acting as the client&rsquo;s trusted partner and point of contact for all new project briefs. In addition, the <b>Account Director</b> also converts briefs from Proposal to WIP while managing a project team, with the support of Imagination&rsquo;s creative and production leads.</div><h3 class="jobSectionHeader"><b><br>
Key Responsibilities</b></h3><div><b><br>
Client:</b></div><ul>
<li>Ability to build and grow strong client relationships, as well as displaying an understanding of the client business that allows us to help influencing their thinking</li>
<li>Provide highly responsive client service ensuring very high levels of client satisfaction</li>
<li>Manages reverse brief process with clients</li>
<li>Propose new initiatives that help sustain and develop the account</li>
<li>Effectively manage client communication, status updates and briefings to ensure the client is aware of delivery schedule</li>
<li>Constantly looks for opportunities to grow their clients business</li>
<li>Build relationships with your clients key external agencies</li>
<li>Manages client project debrief process</li>
<li>Oversee a team of account managers and coordinators, providing them guidance and checking quality of work</li>
</ul><div><b>Creative / Project:</b></div><ul>
<li>Play internal client at all stages of the project. You will come to be respected for your understanding of the client, their brand and their business priorities</li>
<li>Design, understand and manage the scope and its deliverables lists</li>
<li>Work closely with creative teams, production team and third party suppliers in developing briefs, timelines and running day-to-day the projects</li>
<li>Design and collaborate on a workback schedule with all departments. Ensure deadlines are communicated internally and externally and delivered accurately</li>
<li>Ensure internal departments have necessary information to execute on the deliverables list and communicate with clients on those needs</li>
<li>Ownership of agenda, meetings &amp; client calls</li>
<li>Work with Resource Management to manage client workload (current and forecast)</li>
<li>Works closely with the specialized Production Leads in the delivery of projects</li>
<li>Oversee budgets, change orders, and fee structure</li>
<li>Understand burn reports</li>
<li>Manages internal project debriefs</li>
<li>Manages the case study production process to ensure your clients projects are added to our case study library</li>
</ul><div><b>Financial / Commercial:</b></div><ul>
<li>Oversees the project budget creation process and schedules. Reviews and approves the project budgets and schedules to ensure they are in line with the overall project delivery timelines</li>
<li>Accountable for all project revenue. Meet/exceed all defined project revenue targets defined by the client. Monitored and reported monthly</li>
<li>Work closely with your Client Service, Director in the growth and development of your clients</li>
<li>Ensures Team process compliance (creative, financial &amp; system)</li>
<li>Accountable for timely reconciliation and client communication</li></ul><br>
<h3 class="jobSectionHeader"><b>
Skills, Knowledge and Expertise</b></h3><br>
<ul>
<li>
10 + years experience working in an agency environment</li>
<li>Has sound experience across multiple channels specifically events, experiential activations, exhibition design, digital, social media, screen content production and marcomms programs</li>
<li>The ability to work on and manage multiple projects concurrently</li>
<li>Excellent presentation, communication and client liaison skills</li>
<li>Excellent verbal and written communication skills to effectively communicate with clients, cross-functional teams, and internal stakeholders</li>
<li>Team player, must be flexible, inclusive, positive and helpful</li>
<li>Excellent attention to detail</li>
<li>Leads by behavior and attitude, not through position or tenure</li>
<li>Thinks strategically &ndash; knowledge of Imagination and Client practices</li>
<li>Inspires creativity and innovation &ndash; imagines creative solutions</li>
<li>Drives results &ndash; achieves high levels of customer satisfaction</li>
<li>Strong team player, able to collaborate effectively with cross-functional teams and internal stakeholders to achieve client objectives</li>
<li>A strong leader, able to motivate and inspire their team and cross-functional teams to achieve client objectives</li>
<li>Exceptional problem-solving skills to identify potential issues and develop creative solutions to resolve them</li>
<li>Strong relationship-building skills to build and maintain positive relationships with clients, cross-functional teams, and internal stakeholders</li>
<li>Ability to manage multiple projects simultaneously, prioritizing tasks and resources to ensure that all projects are completed on time and within budget</li>
<li>Flexibility and adaptability, able to adjust to changing client needs and market conditions</li>
<li>Strong organizational skills, able to manage project timelines, budgets, and resources effectively</li>
<li>Ability to work weekends and holidays on occasion as required by client workload</li>
<li>Must be able to travel internationally for up to two weeks at a time.</li></ul><br>
<h3 class="jobSectionHeader"><b>
Benefits</b></h3><div><b><br>
What we can offer you:</b></div><ul>
<li>Work with a state-of-the-art product and deliver it to exciting and innovative brands</li>
<li>Learning and development opportunities that contribute to professional growth</li>
<li>A fun, engaging work culture</li>
<li>Be part of a mission-driven team that values agility, integrity, and excellence</li>
<li>Opportunity to contribute to large-scale, high-impact projects from day one</li>
</ul><div><b>Benefits and perks offered:</b></div><ul><li><ul>
<li>Comprehensive paid time off benefits</li>
<li>Hybrid work model, where our team comes into the office a minimum of 3 days per week</li>
<li>Generous parental leave</li>
<li>Up to 4% safe harbor company 401k match</li>
<li>Comprehensive, low-cost health benefits</li></ul></li></ul><br>
<h3 class="jobSectionHeader"><b>
About Imagination</b></h3><div></div><div><br>
<b>
&lrm;Imagination:</b><br>
Imagination is The Original Experience Design Agency. Founded over 50 years ago, we apply the power of our collective imagination to creative, commercial, and cultural challenges, creating experiences that move people. We specialise in Consulting, Destinations, Content and Live Events.<br>
<br>
We have 13 global studios worldwide, united by a deep understanding of what moves people on a human level, and a determinedly independent spirit. Imagination was officially certified as a Newsweek Most Loved Workplace&reg; 2023.<br>
<br>
Our clients include Major League Baseball, Visa, Amazon, Ford, LVMH, Harley-Davidson, and Google.<br>
<br>
For more information, please visit imagination.com or follow @imaginationglbl on social.<br>
<br>
<b>Our Beliefs and Behaviours:</b><br>
We have identified four foundational beliefs that underpin Imagination. More powerful than generic corporate values, they motivate us to act, to foster the behaviours that lead to success:<br>
<br>
We believe curiosity is the root of original insights and ideas... so we look at the world with fresh eyes, we experiment, invent and up-end conventions.<br>
<br>
We believe rigour results in better choices... so we ask precise, provocative questions.<br>
<br>
We believe bravery tames the unknown... so we demand ambition, confident that together we can meet &lsquo;never been done before challenges&rsquo;.<br>
<br>
We believe respect builds stronger teams and continued success... so we recognise the uniqueness and unique potential in each individual, we are accountable to each other, we play as a team.<br>
<br>
<b>Global Inclusivity Statement:</b>
</div><div>At Imagination we value diversity, equity and inclusion as principles that make us stronger, more innovative and more creative as an organisation.</div><div></div><div><br>
As a team and a business we know that creativity thrives in teams and organisations that comprise diverse groups of people, embracing diverse perspectives, where people feel able to share their whole selves.</div><div></div><div><br>
That&rsquo;s why we are committed to fostering an environment where every individual, regardless of race, religion, gender identity, age, sexual orientation, disability, veteran status, neurodiversity, socio-economic background, or indigenous identity, feels valued, respected, and empowered to succeed.</div><div></div><div><b><br>
Our Beliefs and Behaviours</b></div><div>
By living our core behaviours, being <b>curious, rigorous, brave </b>and<b> respectful,</b> we remain dedicated to building a workplace and a world where everyone is seen, heard, and has the opportunity to thrive.</div><div></div><div><br>
<b>
Curiosity</b> sparks innovation - We seek out diverse perspectives, challenge assumptions, and embrace new ways of thinking.</div><div></div><div><br>
<b>
Rigour </b>ensures impact - We approach our work with discipline and dedication, ensuring that these beliefs are not just words, but lived experiences.</div><div></div><div><br>
<b>
Bravery</b> stands up for what&rsquo;s right - We confront biases and advocate for progress.</div><div></div><div><br>
<b>
Respect</b> is fundamental - We foster and encourage open dialogue and challenge ideas constructively.</div><div></div><div><b><br>
Our Commitment</b></div><div>
We expect our team to actively foster a safe, empowering, and inclusive culture. Our commitment extends beyond our workforce to our partners and suppliers, who we hold to the same standards of inclusivity and non-discrimination.</div></div>

Account Director

Vestwell

<div><div><p>Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.</p>
<p>
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.</p>
<p>
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com</p></div><p><b>
Who Are We Looking For?</b></p>
<p>
We are growing and looking for an experienced Senior Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.</p>
<p>
While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you!</p>
<p><b>
What Will You Be Doing?</b></p>
<p><i>
Day-to-day you will be expected to:</i></p>
<ul>
<li>Primary internal client advocate representing plan sponsor and advisor contacts</li>
<li>Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform<br>
</li>
<li>Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders<br>
</li>
<li>Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements</li>
</ul>
<p><b>Requirements</b></p>
<p><i>
The Necessities</i></p>
<ul>
<li>2-4 years of experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.</li>
Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices <li>- bonus points for deployment/build experience</li>
<li>Demonstrated aptitude for learning, creating, and iterating rapidly.</li>
<li>Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data</li>
</ul>
<p><i>The Extras</i></p>
<ul>
<li>General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)</li>
<li>Qualified 401(k) Administrator (QKA) or higher ASPPA credential</li>
<li><div>PMP or similar project management certifications</div>
</li>
</ul><p>This role will be based in Vestwell's New York or Austin office, and will be expected to report to the office in a hybrid schedule.</p>
<p>
The expected base salary range for this position is a minimum of $70K - $80K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.</p><div><p><b>
OUR BENEFITS</b></p>
<p>
We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!</p>
<p><b>
OUR PROCESS</b><br>
<br>
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. <i>Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.</i> We prioritize transparency and lack of surprise throughout the process.</p>
<p>
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.</p>
<p><i>
Vestwell's </i><i>Privacy Policy.</i><i> Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: </i><i>Vestwell's California Privacy Rights Policy.</i></p></div></div>

Senior Associate, Onboarding

McClure Harrison, Inc.

<div>
 <p>
  Are you a Finance associate looking to make a lateral move to an AmLaw 100 firm in NYC? Do you have at least 2 years of experience in leveraged finance, lending, and/or fund financing as a law firm associate? Do you want to join a Chambers ranked finance group at a prestigious firm? Then this might be the right opportunity for you!
 </p>
 <p>
  <br/>
 </p>
 <p>
  The ideal candidate will have:
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   2+ years of top law firm experience
  </li>
  <li>
   Experience drafting complex finance transactions
  </li>
  <li>
   JD from a T-20 law school or top 25% of a T-50 law school
  </li>
  <li>
   Licensed in NY
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  This is a fantastic opportunity to work with an exceptional team at a top firm!
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.
 </p>
</div>


Finance Associate Attorney

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